Signature Wealth Management Group Portfolio Holdings

Signature Wealth Management Group

  • $244 Million
  • Q1 2025

Signature Wealth Management Group has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $244 Million distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Southern CO with a value of $11.2M, Ishares Ibonds Dec 2025 Term C with a value of $9.03M, Ishares Tr Ibonds Dec 2027 Ter with a value of $6.21M, Ishares Tr Ibonds Dec 2029 Ter with a value of $5.64M, and Ishares Tr Ibonds Dec 2026 Ter with a value of $5.47M.

Examining the 13F form we can see an increase of $7.28M in the current position value, from $236M to 244M.

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

Portfolio value $244 Million
ETFs: $66.4 Million
Technology: $32.6 Million
Healthcare: $25.9 Million
Consumer Defensive: $24.6 Million
Consumer Cyclical: $16.3 Million
Utilities: $14.8 Million
Industrials: $13.7 Million
Financial Services: $12.4 Million
Other: $27.3 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$363B
$5.25 Million 2.15% of portfolio
14,335
Q1 2025 Reduced 0.51%
$306B
$5.19 Million 2.13% of portfolio
24,779
Q1 2025 Reduced 2.64%
$412B
$4.75 Million 1.95% of portfolio
28,626
Q1 2025 Added 2.73%
$229B
$4.68 Million 1.92% of portfolio
75,876
Q1 2025 Reduced 1.61%
$214B
$4.6 Million 1.89% of portfolio
18,512
Q1 2025 Reduced 8.01%
$270B
$4.49 Million 1.84% of portfolio
26,841
Q1 2025 Added 0.74%
$2.74T
$4.4 Million 1.81% of portfolio
11,731
Q1 2025 Reduced 0.93%
$3.17T
$2.34 Million 0.96% of portfolio
10,526
Q1 2025 Added 13.0%
$425B
$2.06 Million 0.84% of portfolio
3,924
Q1 2025 Added 5.37%
$253B
$1.91 Million 0.78% of portfolio
17,598
Q1 2025 Reduced 1.11%
$247B
$1.91 Million 0.78% of portfolio
7,103
Q1 2025 Added 3.89%
$933B
$1.78 Million 0.73% of portfolio
11,391
Q1 2025 Added 4.02%
$762B
$1.58 Million 0.65% of portfolio
6,105
Q1 2025 Added 7.71%
$316B
$1.19 Million 0.49% of portfolio
16,603
Q1 2025 Added 2.59%
$253B
$843,000 0.35% of portfolio
9,609
Q1 2025 Reduced 2.0%
$798B
$590,000 0.24% of portfolio
715
Q3 2024 Reduced 11.51%
$404B
$360,000 0.15% of portfolio
2,115
Q1 2025 Added 8.91%
$674B
$350,000 0.14% of portfolio
658
Q1 2025 Added 7.17%
$446B
$338,000 0.14% of portfolio
2,843
Q3 2024 Reduced 1.25%
$229B
$310,000 0.13% of portfolio
2,338
Q1 2025 Added 5.65%
$539B
$267,000 0.11% of portfolio
762
Q1 2025 Added 11.89%
$229B
$221,000 0.09% of portfolio
709
Q1 2025 Reduced 3.93%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $244 Million
  • Prior Value $236 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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