Signature Wealth Management Group Portfolio Holdings

Signature Wealth Management Group

  • $240 Million
  • Q3 2025

Signature Wealth Management Group has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $240 Million distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Southern CO with a value of $11.4M, Ishares Ibonds Dec 2025 Term C with a value of $9.18M, Ishares Tr Ibonds Dec 2027 Ter with a value of $6.35M, Microsoft Corp with a value of $6M, and Abb Vie Inc. with a value of $5.84M.

Examining the 13F form we can see an increase of $927K in the current position value, from $240M to 240M.

Below you can find more details about Signature Wealth Management Group portfolio as well as his latest detailed transactions.

Portfolio value $240 Million
ETFs: $64 Million
Technology: $32.7 Million
Healthcare: $23.3 Million
Consumer Defensive: $23 Million
Consumer Cyclical: $19 Million
Energy: $16.3 Million
Real Estate: $12.9 Million
Industrials: $12.6 Million
Other: $26.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$98.6B
$11.4 Million 4.73% of portfolio
120,022
Q3 2025 Reduced 0.82%
$3.78T
$6 Million 2.49% of portfolio
11,580
Q3 2025 Reduced 0.77%
$414B
$5.84 Million 2.43% of portfolio
25,244
Q3 2025 Added 0.94%
$367B
$5.67 Million 2.36% of portfolio
13,996
Q3 2025 Reduced 0.45%
$522B
$5.43 Million 2.26% of portfolio
29,263
Q3 2025 Added 0.77%
$74.3B
$5.32 Million 2.21% of portfolio
83,992
Q3 2025 Added 1.72%
$70.1B
$5.14 Million 2.14% of portfolio
30,207
Q3 2025 Added 30.25%
$319B
$5.1 Million 2.12% of portfolio
74,490
Q3 2025 Reduced 2.25%
$35.1B
$4.79 Million 1.99% of portfolio
78,732
Q3 2025 Added 2.19%
$26.3B
$4.62 Million 1.92% of portfolio
24,724
Q3 2025 Reduced 0.71%
$303B
$4.33 Million 1.8% of portfolio
27,900
Q3 2025 Added 3.99%
$59.5B
$4.17 Million 1.74% of portfolio
91,279
Q3 2025 Added 2.59%
$35.1B
$4.09 Million 1.7% of portfolio
32,861
Q3 2025 Added 2.21%
$11.3B
$4.08 Million 1.7% of portfolio
33,314
Q3 2025 Added 1.77%
$141B
$4.06 Million 1.69% of portfolio
159,489
Q3 2025 Added 4.52%
$40.4B
$4.05 Million 1.68% of portfolio
31,926
Q3 2025 Added 5.08%
$204B
$3.91 Million 1.62% of portfolio
27,825
Q3 2025 Added 8.69%
$177B
$3.73 Million 1.55% of portfolio
19,143
Q3 2025 Added 0.5%
$99.5B
$3.68 Million 1.53% of portfolio
81,693
Q3 2025 Added 7.99%
$465B
$3.21 Million 1.34% of portfolio
17,220
Q3 2025 Reduced 0.84%
$28.1B
$2.98 Million 1.24% of portfolio
59,116
Q3 2025 Added 12.79%
$12.2B
$2.97 Million 1.23% of portfolio
15,182
Q3 2025 Reduced 1.04%
$255B
$2.9 Million 1.2% of portfolio
8,716
Q3 2025 Reduced 0.9%
$1.74T
$2.76 Million 1.15% of portfolio
11,313
Q3 2025 Reduced 0.78%
$41.4B
$2.73 Million 1.14% of portfolio
30,466
Q3 2025 Added 3.58%
$4.3T
$2.72 Million 1.13% of portfolio
10,663
Q3 2025 Added 0.56%
$1.29T
$2.64 Million 1.1% of portfolio
5,931
Q3 2025 Reduced 0.67%
$115B
$2.46 Million 1.02% of portfolio
5,009
Q3 2025 Added 1.29%
$68.7B
$2.42 Million 1.01% of portfolio
29,019
Q3 2025 Added 1.82%
$2.41B
$2.43 Million 1.01% of portfolio
185,965
Q3 2025 Reduced 0.06%
$266B
$2.39 Million 0.99% of portfolio
8,471
Q3 2025 Reduced 53.03%
$182B
$2.16 Million 0.9% of portfolio
3,167
Q3 2025 Reduced 1.62%
$6.15B
$2.17 Million 0.9% of portfolio
38,182
Q3 2025 Reduced 1.74%
$5.15B
$2.08 Million 0.86% of portfolio
32,623
Q3 2025 Reduced 2.27%
$144B
$1.98 Million 0.83% of portfolio
4,340
Q3 2025 Reduced 1.65%
$96.9B
$1.88 Million 0.78% of portfolio
4,444
Q3 2025 Reduced 1.22%
$169B
$1.83 Million 0.76% of portfolio
1,992
Q3 2025 Added 1.79%
$170B
$1.81 Million 0.75% of portfolio
12,519
Q3 2025 Reduced 1.35%
$237B
$1.67 Million 0.7% of portfolio
7,055
Q3 2025 Reduced 1.01%
$111B
$1.61 Million 0.67% of portfolio
4,111
Q3 2025 Reduced 3.13%
$17.5B
$1.56 Million 0.65% of portfolio
4,488
Q3 2025 Added 5.2%
$55.6B
$1.48 Million 0.62% of portfolio
10,133
Q3 2025 Reduced 1.68%
$2.39T
$1.41 Million 0.59% of portfolio
6,440
Q3 2025 Added 0.2%
$79.5B
$1.41 Million 0.58% of portfolio
11,234
Q3 2025 Reduced 0.14%
$8.94B
$1.35 Million 0.56% of portfolio
3,181
Q3 2025 Reduced 1.21%
$53.8B
$1.19 Million 0.5% of portfolio
5,085
Q3 2025 Reduced 1.01%
$306B
$1.09 Million 0.46% of portfolio
16,510
Q3 2025 Reduced 0.61%
$123B
$953,000 0.4% of portfolio
1,366
Q3 2025 New
$34.1B
$925,000 0.38% of portfolio
5,365
Q2 2025 Reduced 3.59%

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $240 Million
  • Prior Value $240 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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