Signet Investment Advisory Group

Latest statistics and disclosures from Signet Investment Advisory Group's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IAU, SCHF, SCHP, MSFT, AAPL, and represent 23.95% of Signet Investment Advisory Group's stock portfolio.
  • Added to shares of these 10 stocks: BX, CVX, SCHP, KO, AMZN, UNH, BAC, ADBE, LLY, PFE.
  • Started 3 new stock positions in BX, URI, QQQ.
  • Reduced shares in these 10 stocks: ORCL, MSFT, AAPL, JPM, WMT, AXP, COST, NOC, CVS, CMCSA.
  • Signet Investment Advisory Group was a net buyer of stock by $3.1M.
  • Signet Investment Advisory Group has $208M in assets under management (AUM), dropping by 6.90%.
  • Central Index Key (CIK): 0001766328

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Portfolio Holdings for Signet Investment Advisory Group

Signet Investment Advisory Group holds 70 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 6.2 $13M 179k 72.77
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.8 $12M 519k 23.28
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Schwab Strategic Tr Us Tips Etf (SCHP) 4.5 $9.3M +5% 345k 26.95
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Microsoft Corporation (MSFT) 3.8 $7.9M -13% 15k 517.95
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Apple (AAPL) 3.6 $7.6M -5% 30k 254.63
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JPMorgan Chase & Co. (JPM) 3.4 $7.1M -2% 23k 315.44
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Wal-Mart Stores (WMT) 3.3 $6.8M -2% 66k 103.06
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.2 $6.7M +3% 13k 502.74
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Visa Com Cl A (V) 2.7 $5.6M 17k 341.38
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Cisco Systems (CSCO) 2.7 $5.6M 82k 68.42
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Johnson & Johnson (JNJ) 2.6 $5.4M 29k 185.42
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CSX Corporation (CSX) 2.5 $5.3M 149k 35.51
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Honeywell International (HON) 2.5 $5.2M 25k 210.50
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Nextera Energy (NEE) 2.4 $5.0M 67k 75.49
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Alphabet Cap Stk Cl C (GOOG) 2.3 $4.8M 20k 243.55
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Us Bancorp Del Com New (USB) 2.2 $4.6M 95k 48.33
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Waste Management (WM) 2.2 $4.5M 20k 220.83
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Accenture Plc Ireland Shs Class A (ACN) 2.1 $4.5M +4% 18k 246.60
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Oracle Corporation (ORCL) 2.1 $4.4M -23% 16k 281.24
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Procter & Gamble Company (PG) 1.9 $4.0M +6% 26k 153.65
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Digital Realty Trust (DLR) 1.8 $3.8M 22k 172.88
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Adobe Systems Incorporated (ADBE) 1.8 $3.8M +8% 11k 352.75
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Pfizer (PFE) 1.8 $3.7M +8% 147k 25.48
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Home Depot (HD) 1.7 $3.6M 8.8k 405.19
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Eli Lilly & Co. (LLY) 1.6 $3.4M +9% 4.4k 763.00
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Pepsi (PEP) 1.6 $3.3M +7% 24k 140.44
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McDonald's Corporation (MCD) 1.6 $3.3M +5% 11k 303.89
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Coca-Cola Company (KO) 1.6 $3.3M +14% 49k 66.32
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Amazon (AMZN) 1.6 $3.2M +11% 15k 219.57
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Northrop Grumman Corporation (NOC) 1.5 $3.2M -3% 5.2k 609.32
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UnitedHealth (UNH) 1.4 $2.9M +12% 8.4k 345.30
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Chevron Corporation (CVX) 1.4 $2.9M +22% 18k 155.29
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American Express Company (AXP) 1.3 $2.6M -4% 7.9k 332.16
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Medtronic SHS (MDT) 1.2 $2.5M +7% 27k 95.24
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CVS Caremark Corporation (CVS) 1.1 $2.3M -4% 30k 75.39
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ConocoPhillips (COP) 1.1 $2.2M 23k 94.59
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.0 $2.1M 67k 31.91
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Eaton Corp SHS (ETN) 1.0 $2.1M 5.7k 374.25
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Lockheed Martin Corporation (LMT) 0.8 $1.8M +8% 3.5k 499.21
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Amgen (AMGN) 0.8 $1.7M 6.2k 282.20
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Air Products & Chemicals (APD) 0.8 $1.6M 5.8k 272.72
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Merck & Co (MRK) 0.7 $1.4M 17k 83.93
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $1.4M 52k 27.30
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Costco Wholesale Corporation (COST) 0.6 $1.2M -8% 1.3k 925.63
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Comcast Corp Cl A (CMCSA) 0.6 $1.2M -7% 39k 31.42
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Novo-nordisk A S Adr (NVO) 0.6 $1.2M 22k 55.49
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.5 $1.1M +10% 20k 52.28
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.0M 1.6k 666.18
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $935k 40k 23.47
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NVIDIA Corporation (NVDA) 0.4 $926k +36% 5.0k 186.58
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Blackstone Group Inc Com Cl A (BX) 0.4 $867k NEW 5.1k 170.85
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General Mills (GIS) 0.4 $853k 17k 50.42
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Deere & Company (DE) 0.4 $761k -8% 1.7k 457.26
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General Dynamics Corporation (GD) 0.3 $711k -2% 2.1k 341.00
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S&p Global (SPGI) 0.3 $584k 1.2k 486.75
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Bank of America Corporation (BAC) 0.3 $582k +107% 11k 51.59
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $508k 830.00 612.38
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $486k +47% 1.5k 328.17
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Ge Aerospace Com New (GE) 0.2 $457k +36% 1.5k 300.82
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $423k -5% 17k 24.40
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Walt Disney Company (DIS) 0.2 $406k 3.5k 114.51
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Federal Signal Corporation (FSS) 0.2 $327k 2.8k 118.99
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $312k 2.6k 118.83
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Ge Vernova (GEV) 0.1 $304k +18% 494.00 614.90
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Bristol Myers Squibb (BMY) 0.1 $277k 6.1k 45.10
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Verizon Communications (VZ) 0.1 $264k +20% 6.0k 43.95
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $223k 3.0k 74.37
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Automatic Data Processing (ADP) 0.1 $218k 744.00 293.50
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United Rentals (URI) 0.1 $215k NEW 225.00 954.66
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $210k NEW 350.00 600.37
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Past Filings by Signet Investment Advisory Group

SEC 13F filings are viewable for Signet Investment Advisory Group going back to 2018

View all past filings