Signature Wealth Management Group
Latest statistics and disclosures from Signature Wealth Management Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SO, VUSB, IBDS, JNJ, IBDU, and represent 14.52% of Signature Wealth Management Group's stock portfolio.
- Added to shares of these 10 stocks: PG, AMZN, NOW, PODD, ARKB, UPS, AVUS, GOOGL, Invesco Qqq Trust etf, TGT.
- Started 6 new stock positions in PODD, AVUS, ARKB, GOOGL, Invesco Qqq Trust etf, AVGO.
- Reduced shares in these 10 stocks: IBDQ (-$9.2M), FLO, IBMN, FI, KNSL, IBTF, CSCO, LMT, , AXP.
- Sold out of its positions in ABT, AEP, BRK.B, FI, FLO, QQQ, TIP, IWF, IBDQ, IBMN. IBTF, KNSL, LMT, NEE.
- Signature Wealth Management Group was a net seller of stock by $-9.0M.
- Signature Wealth Management Group has $245M in assets under management (AUM), dropping by -4.82%.
- Central Index Key (CIK): 0001736666
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Portfolio Holdings for Signature Wealth Management Group
Signature Wealth Management Group holds 106 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Southern Company (SO) | 4.3 | $11M | 121k | 87.20 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 2.9 | $7.2M | -3% | 144k | 49.84 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 2.6 | $6.3M | 260k | 24.28 |
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| Johnson & Johnson (JNJ) | 2.4 | $5.8M | -4% | 28k | 206.95 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 2.3 | $5.8M | 246k | 23.41 |
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| Microsoft Corporation (MSFT) | 2.3 | $5.7M | +2% | 12k | 483.64 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 2.3 | $5.7M | 235k | 24.23 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 2.3 | $5.6M | 220k | 25.45 |
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| Abbvie (ABBV) | 2.2 | $5.5M | -4% | 24k | 228.49 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 2.2 | $5.5M | 248k | 22.07 |
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| Cisco Systems (CSCO) | 2.2 | $5.4M | -6% | 70k | 77.03 |
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| Williams Companies (WMB) | 2.1 | $5.1M | 85k | 60.11 |
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| Home Depot (HD) | 2.0 | $4.8M | 14k | 344.10 |
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| Valero Energy Corporation (VLO) | 1.9 | $4.8M | -3% | 29k | 162.79 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 1.9 | $4.7M | 106k | 44.50 |
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| Hershey Company (HSY) | 1.8 | $4.5M | 25k | 181.98 |
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| Bristol Myers Squibb (BMY) | 1.8 | $4.5M | +2% | 84k | 53.94 |
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| Realty Income (O) | 1.8 | $4.5M | 80k | 56.37 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 1.8 | $4.5M | 211k | 21.15 |
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| Truist Financial Corp equities (TFC) | 1.8 | $4.5M | 91k | 49.21 |
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| Lamar Advertising Cl A (LAMR) | 1.8 | $4.3M | +2% | 34k | 126.58 |
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| Chevron Corporation (CVX) | 1.7 | $4.3M | 28k | 152.41 |
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| Procter & Gamble Company (PG) | 1.7 | $4.3M | +1424% | 30k | 143.31 |
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| Ishares Tr Ibonds Dec 2032 (IBDX) | 1.7 | $4.2M | 166k | 25.53 |
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| Pepsi (PEP) | 1.6 | $4.0M | 28k | 143.52 |
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| Amazon (AMZN) | 1.6 | $4.0M | +169% | 17k | 230.82 |
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| Pfizer (PFE) | 1.6 | $4.0M | 160k | 24.90 |
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| Gaming & Leisure Pptys (GLPI) | 1.6 | $3.9M | 88k | 44.69 |
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| Paychex (PAYX) | 1.5 | $3.7M | +3% | 33k | 112.18 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $3.5M | 11k | 313.81 |
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| Kimberly-Clark Corporation (KMB) | 1.4 | $3.4M | +2% | 34k | 100.89 |
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| NVIDIA Corporation (NVDA) | 1.4 | $3.4M | +5% | 18k | 186.50 |
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| Texas Instruments Incorporated (TXN) | 1.4 | $3.3M | 19k | 173.49 |
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| Target Corporation (TGT) | 1.3 | $3.2M | +7% | 33k | 97.75 |
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| United Parcel Service CL B (UPS) | 1.3 | $3.2M | +10% | 32k | 99.19 |
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| Apple (AAPL) | 1.2 | $3.0M | +3% | 11k | 271.87 |
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| American Express Company (AXP) | 1.2 | $2.9M | -9% | 7.9k | 369.94 |
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| General Mills (GIS) | 1.2 | $2.9M | +3% | 61k | 46.50 |
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| Ishares Tr Ibonds Dec 2033 (IBDY) | 1.1 | $2.7M | 105k | 26.14 |
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| Williams-Sonoma (WSM) | 1.1 | $2.7M | 15k | 178.59 |
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| Tesla Motors (TSLA) | 1.1 | $2.6M | 5.9k | 449.72 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.0 | $2.5M | 29k | 87.16 |
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| International Business Machines (IBM) | 1.0 | $2.5M | 8.4k | 296.20 |
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| Blackrock (BLK) | 1.0 | $2.5M | 2.3k | 1070.54 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.0 | $2.3M | 5.0k | 468.73 |
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| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.9 | $2.2M | 81k | 27.20 |
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| Intuit (INTU) | 0.9 | $2.2M | +3% | 3.3k | 662.49 |
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| Deere & Company (DE) | 0.8 | $2.0M | 4.3k | 465.55 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.8 | $2.0M | +5% | 4.3k | 453.36 |
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| Tractor Supply Company (TSCO) | 0.8 | $1.9M | 38k | 50.01 |
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| TJX Companies (TJX) | 0.8 | $1.9M | 12k | 153.61 |
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| salesforce (CRM) | 0.8 | $1.9M | 7.1k | 264.90 |
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| KB Home (KBH) | 0.7 | $1.8M | 33k | 56.41 |
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| Trane Technologies SHS (TT) | 0.7 | $1.8M | 4.5k | 389.17 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.7 | $1.7M | +7% | 35k | 47.56 |
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| Servicenow (NOW) | 0.6 | $1.6M | +418% | 10k | 153.20 |
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| Snap-on Incorporated (SNA) | 0.6 | $1.5M | 4.5k | 344.57 |
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| Ishares Tr Ibonds Dec 26 (IBMO) | 0.6 | $1.5M | -2% | 58k | 25.64 |
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| Vaneck Etf Trust Preferred Securt (PFXF) | 0.6 | $1.4M | 79k | 17.66 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.6 | $1.4M | 46k | 29.55 |
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| Ishares Tr Ibonds Dec 27 (IBMP) | 0.5 | $1.3M | -2% | 51k | 25.39 |
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| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.5 | $1.2M | 46k | 25.57 |
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| Zoetis Cl A (ZTS) | 0.5 | $1.1M | -10% | 9.0k | 125.83 |
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| Coca-Cola Company (KO) | 0.4 | $1.1M | -5% | 16k | 69.91 |
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| Cheniere Energy Com New (LNG) | 0.4 | $978k | 5.0k | 194.39 |
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| Raymond James Financial (RJF) | 0.4 | $870k | 5.4k | 160.59 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $863k | 1.4k | 627.16 |
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| Wal-Mart Stores (WMT) | 0.3 | $833k | -6% | 7.5k | 111.41 |
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| Spotify Technology S A SHS (SPOT) | 0.3 | $825k | +3% | 1.4k | 580.77 |
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| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.3 | $808k | 32k | 25.43 |
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| Eli Lilly & Co. (LLY) | 0.3 | $768k | 715.00 | 1074.68 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.3 | $727k | 16k | 44.47 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.3 | $684k | +2% | 20k | 34.65 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $665k | 2.1k | 322.19 |
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| Capital Group Dividend Growe Shs Etf (CGDG) | 0.3 | $644k | 18k | 35.64 |
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| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.3 | $625k | -2% | 12k | 51.13 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.2 | $566k | 13k | 43.64 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $547k | 6.7k | 81.17 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $541k | +9% | 7.3k | 74.17 |
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| Entergy Corporation (ETR) | 0.2 | $510k | 5.5k | 92.42 |
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| Insulet Corporation (PODD) | 0.2 | $493k | NEW | 1.7k | 284.24 |
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.2 | $480k | 21k | 22.88 |
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| Amgen (AMGN) | 0.2 | $478k | 1.5k | 327.36 |
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| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.2 | $394k | +2% | 5.3k | 74.87 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.2 | $394k | 18k | 22.47 |
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| Spdr Series Trust State Street Spd (SPYD) | 0.2 | $393k | 9.1k | 43.25 |
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| Ea Series Trust Sparkline Intang (ITAN) | 0.2 | $387k | 11k | 37.04 |
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| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.2 | $378k | 17k | 22.36 |
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| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.1 | $365k | 17k | 21.95 |
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| Ishares Tr Ibonds Dec 2030 (IBMS) | 0.1 | $357k | 14k | 26.06 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $342k | 2.8k | 120.34 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $338k | -2% | 4.9k | 69.67 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $324k | 1.9k | 171.19 |
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| Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) | 0.1 | $310k | NEW | 11k | 29.04 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $295k | -3% | 3.0k | 99.91 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $274k | NEW | 2.4k | 111.78 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $264k | +52% | 5.3k | 49.65 |
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| Automatic Data Processing (ADP) | 0.1 | $260k | -28% | 1.0k | 257.23 |
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| American Centy Etf Tr Focused Lrg Cap (FLV) | 0.1 | $259k | -2% | 3.4k | 75.76 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $259k | NEW | 827.00 | 313.00 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $249k | 365.00 | 681.92 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $234k | 1.7k | 139.16 |
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| Invesco Qqq Tr Unit Ser 1 | 0.1 | $230k | NEW | 375.00 | 614.31 |
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| McDonald's Corporation (MCD) | 0.1 | $226k | -7% | 740.00 | 305.63 |
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| Broadcom (AVGO) | 0.1 | $208k | NEW | 601.00 | 345.89 |
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| I-80 Gold Corp (IAUX) | 0.0 | $44k | 30k | 1.46 |
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Past Filings by Signature Wealth Management Group
SEC 13F filings are viewable for Signature Wealth Management Group going back to 2017
- Signature Wealth Management Group 2025 Q4 filed Jan. 15, 2026
- Signature Wealth Management Group 2025 Q3 filed Oct. 29, 2025
- Signature Wealth Management Group 2025 Q2 filed Aug. 1, 2025
- Signature Wealth Management Group 2025 Q1 filed April 17, 2025
- Signature Wealth Management Group 2024 Q4 filed Feb. 10, 2025
- Signature Wealth Management Group 2024 Q3 filed Oct. 15, 2024
- Signature Wealth Management Group 2024 Q2 filed July 15, 2024
- Signature Wealth Management Group 2024 Q1 filed April 22, 2024
- Signature Wealth Management Group 2023 Q4 filed Jan. 9, 2024
- Signature Wealth Management Group 2023 Q2 filed July 10, 2023
- Signature Wealth Management Group 2023 Q1 filed April 14, 2023
- Signature Wealth Management Group 2022 Q4 filed Jan. 10, 2023
- Signature Wealth Management Group 2022 Q3 filed Nov. 2, 2022
- Signature Wealth Management Group 2022 Q2 filed July 14, 2022
- Signature Wealth Management Group 2022 Q1 filed April 14, 2022
- Signature Wealth Management Group 2021 Q4 filed Jan. 31, 2022