Signet Investment Advisory Group, Inc. has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $200 Million distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $11.9M, Schwab Strategic Tr Intl Eqty with a value of $10M, Microsoft Corp with a value of $9.23M, Apple Inc. with a value of $9.01M, and Schwab Strategic Us Tips ETF with a value of $8.63M.

Examining the 13F form we can see an increase of $13.2M in the current position value, from $186M to 200M.

Below you can find more details about Signet Investment Advisory Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $200 Million
Technology: $39.5 Million
ETFs: $37.3 Million
Healthcare: $25.9 Million
Financial Services: $24.5 Million
Consumer Defensive: $21.5 Million
Industrials: $20.3 Million
Consumer Cyclical: $11.2 Million
Communication Services: $5.25 Million
Other: $14.4 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $200 Million
  • Prior Value $186 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
Track This Portfolio

Track Signet Investment Advisory Group, Inc. Portfolio

Follow Signet Investment Advisory Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Signet Investment Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Signet Investment Advisory Group, Inc. with notifications on news.