Signature Wealth Management Group Reduced Holdings in Q4 2025

Signature Wealth Management Group

  • $236 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
-38
- 0.27%
$358.03 - $397.02 $13.6K - $15.1K
14K $5M
ZTS
Zoetis Inc.

Healthcare
-1.09K
- 10.78%
$118.8 - $147.53 $130K - $161K
9.04K $1.07M
TSLA
Tesla, Inc.

Consumer Cyclical
-61
- 1.03%
$401.99 - $468.37 $24.5K - $28.6K
5.87K $2.4M
WSM
Williams Sonoma Inc

Consumer Cyclical
-184
- 1.21%
$181.45 - $199.63 $33.4K - $36.7K
15K $2.73M
ABBV
Abb Vie Inc.

Healthcare
-1.21K
- 4.79%
$211.96 - $244.38 $256K - $296K
24K $5.62M
AXP
American Express CO

Financial Services
-861
- 9.88%
$316.26 - $372.77 $272K - $321K
7.86K $2.68M
ADP
Automatic Data Processing Inc

Industrials
-396
- 28.17%
$250.9 - $292.94 $99.4K - $116K
1.01K $253K
KBH
Kb Home

Consumer Cyclical
-50
- 0.15%
$57.59 - $65.76 $2.88K - $3.29K
32.6K $1.96M
LNG
Cheniere Energy, Inc.

Energy
-53
- 1.04%
$205.63 - $235.74 $10.9K - $12.5K
5.03K $1.08M
TFC
Truist Financial Corp

Financial Services
-679
- 0.74%
$41.09 - $45.64 $27.9K - $31K
90.6K $4.06M
TSCO
Tractor Supply CO

Consumer Cyclical
-56
- 0.15%
$52.49 - $56.37 $2.94K - $3.16K
38.1K $2.11M
WMT
Walmart Inc.

Consumer Defensive
-512
- 6.41%
$101.18 - $109.03 $51.8K - $55.8K
7.48K $770K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-1.13K
- 0.53%
$21.09 - $21.35 $23.8K - $24.1K
211K $4.45M
IBDV
Ishares Tr

Technology
-895
- 0.36%
$22.03 - $22.24 $19.7K - $19.9K
248K $5.47M
IBMO
Ishares Tr Ibonds December 202

ETFs
-1.77K
- 2.97%
$25.52 - $25.62 $45K - $45.2K
57.6K $1.48M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-845
- 0.34%
$23.35 - $23.55 $19.7K - $19.9K
246K $5.75M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
-489
- 0.29%
$25.43 - $25.82 $12.4K - $12.6K
166K $4.22M
IBMP
Ishares Tr Ibonds December 202

ETFs
-1.28K
- 2.45%
$25.31 - $25.44 $32.5K - $32.6K
51.1K $1.29M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-748
- 0.29%
$24.24 - $24.37 $18.1K - $18.2K
260K $6.32M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-895
- 1.9%
$25.48 - $25.62 $22.8K - $22.9K
46.1K $1.18M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-235
- 0.11%
$25.38 - $25.57 $5.96K - $6.01K
220K $5.59M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-298
- 0.38%
$17.44 - $18.04 $5.2K - $5.38K
79.1K $1.39M
SCHW
Schwab Charles Corp

Financial Services
-99
- 3.25%
$91.91 - $97.71 $9.1K - $9.67K
2.95K $271K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-632
- 0.78%
$27.16 - $27.68 $17.2K - $17.5K
80.7K $2.2M
MCD
Mcdonalds Corp

Consumer Cyclical
-61
- 7.62%
$293.81 - $310.11 $17.9K - $18.9K
740 $225K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-114
- 2.3%
$66.04 - $69.67 $7.53K - $7.94K
4.85K $325K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-536
- 0.23%
N/A
235K $5.58M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-350
- 2.78%
$50.75 - $51.37 $17.8K - $18K
12.2K $625K
TJX
Tjx Companies Inc

Consumer Cyclical
-206
- 1.65%
$138.56 - $147.63 $28.5K - $30.4K
12.3K $1.8M
FLV
American Centy ETF Tr Focused

ETFs
-70
- 2.01%
$72.4 - $74.64 $5.07K - $5.22K
3.42K $252K
Blackrock Inc
-25
- 1.07%
N/A
2.3K $0
VUSB
Vanguard Bd Index Fds
-5.28K
- 3.54%
N/A
144K $0
KO
Coca Cola CO

Consumer Defensive
-950
- 5.75%
$66.1 - $71.61 $62.8K - $68K
15.6K $1.1M
ETR
Entergy Corp

Utilities
-37
- 0.67%
$93.4 - $97.65 $3.46K - $3.61K
5.52K $524K
CGXU
Capital Group Intl Focus Equit

ETFs
-339
- 0.73%
$29.32 - $31.03 $9.94K - $10.5K
46.1K $1.38M
ITAN
Ea Series Trust Sparkline Inta

ETFs
-29
- 0.28%
$33.88 - $36.31 $983 - $1.05K
10.5K $371K
CGDV
Capital Group Divid Value ETF

ETFs
-46
- 0.35%
$41.33 - $43.47 $1.9K - $2K
13K $556K
DE
Deere & CO

Industrials
-34
- 0.78%
$439.11 - $480.78 $14.9K - $16.3K
4.31K $2.05M
IBM
International Business Machines Corp

Technology
-31
- 0.37%
$275.97 - $314.98 $8.56K - $9.76K
8.44K $2.51M
VLO
Valero Energy Corp

Energy
-1.02K
- 3.37%
$156.39 - $181.76 $159K - $185K
29.2K $5.31M
JNJ
Johnson & Johnson

Healthcare
-1.25K
- 4.26%
$185.98 - $199.58 $232K - $249K
28K $5.59M
CRWD
Crowd Strike Holdings, Inc.

Technology
-11
- 0.22%
$482.23 - $557.53 $5.3K - $6.13K
5K $2.69M
CSCO
Cisco Systems, Inc.

Technology
-4.58K
- 6.15%
$67.46 - $78.0 $309K - $357K
69.9K $5.44M
GOOG
Alphabet Inc.

Communication Services
-60
- 0.53%
$237.49 - $291.74 $14.2K - $17.5K
11.3K $3.21M
Activity Summary
Buys All Purchases 44 New Holdings 6 Increased Positions 38 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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