Signature Wealth Management Group

Signature Wealth Management Group as of March 31, 2025

Portfolio Holdings for Signature Wealth Management Group

Signature Wealth Management Group holds 113 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Southern Company (SO) 4.4 $11M 122k 91.95
Ishares Tr Ibonds Dec25 Etf (IBDQ) 3.5 $9.0M 359k 25.15
Ishares Tr Ibonds 27 Etf (IBDS) 2.4 $6.2M 257k 24.18
Ishares Tr Ibonds Dec 29 (IBDU) 2.2 $5.6M 244k 23.13
Ishares Tr Ibonds Dec2026 (IBDR) 2.2 $5.6M 230k 24.21
Ishares Tr Ibds Dec28 Etf (IBDT) 2.1 $5.4M 214k 25.26
Ishares Tr Ibonds Dec 2030 (IBDV) 2.1 $5.4M 248k 21.72
Home Depot (HD) 2.0 $5.3M 14k 366.49
Abbvie (ABBV) 2.0 $5.2M 25k 209.52
Williams Companies (WMB) 2.0 $5.1M 85k 59.76
Johnson & Johnson (JNJ) 1.9 $4.7M 29k 165.84
Paychex (PAYX) 1.8 $4.7M 31k 154.28
Cisco Systems (CSCO) 1.8 $4.7M 76k 61.71
International Business Machines (IBM) 1.8 $4.6M 19k 248.66
Bristol Myers Squibb (BMY) 1.8 $4.6M 75k 60.99
Kimberly-Clark Corporation (KMB) 1.8 $4.6M 32k 142.22
Chevron Corporation (CVX) 1.7 $4.5M 27k 167.29
Ishares Tr Tips Bd Etf (TIP) 1.7 $4.5M 40k 111.09
Realty Income (O) 1.7 $4.4M 76k 58.01
Microsoft Corporation (MSFT) 1.7 $4.4M 12k 375.38
Amplify Etf Tr Cwp Enhanced Div (DIVO) 1.7 $4.4M 107k 40.77
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.7 $4.3M 86k 49.86
Ishares Tr Ibonds Dec 2031 (IBDW) 1.7 $4.3M 206k 20.75
Gaming & Leisure Pptys (GLPI) 1.6 $4.2M 83k 50.90
Bank of New York Mellon Corporation (BK) 1.6 $4.1M 49k 83.87
Hershey Company (HSY) 1.6 $4.1M 24k 171.03
Pfizer (PFE) 1.5 $3.9M 154k 25.34
Ishares Tr Ibonds Dec 2032 (IBDX) 1.5 $3.8M 152k 24.99
Truist Financial Corp equities (TFC) 1.4 $3.7M 90k 41.15
Lamar Advertising Cl A (LAMR) 1.4 $3.7M 32k 113.78
Pepsi (PEP) 1.4 $3.6M 24k 149.94
Flowers Foods (FLO) 1.4 $3.6M 189k 19.01
Texas Instruments Incorporated (TXN) 1.3 $3.3M 18k 179.70
General Mills (GIS) 1.2 $3.1M 53k 59.79
Entergy Corporation (ETR) 1.2 $3.1M 37k 85.49
United Parcel Service CL B (UPS) 1.2 $3.1M 28k 109.99
Target Corporation (TGT) 1.2 $3.0M 29k 104.36
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.0 $2.6M 28k 91.03
Fiserv (FI) 0.9 $2.4M 11k 220.83
American Express Company (AXP) 0.9 $2.4M 8.9k 269.04
Williams-Sonoma (WSM) 0.9 $2.4M 15k 158.10
Apple (AAPL) 0.9 $2.3M 11k 222.14
Blackrock (BLK) 0.9 $2.2M 2.3k 946.55
Ishares Tr Ibonds Dec 2033 (IBDY) 0.9 $2.2M 87k 25.56
Deere & Company (DE) 0.8 $2.2M 4.6k 469.30
Dow (DOW) 0.8 $2.1M 61k 34.92
Tractor Supply Company (TSCO) 0.8 $2.1M 38k 55.10
UnitedHealth (UNH) 0.8 $2.1M 3.9k 523.76
Vertex Pharmaceuticals Incorporated (VRTX) 0.8 $2.0M 4.2k 484.82
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.8 $2.0M 76k 26.68
Intuit (INTU) 0.8 $2.0M 3.2k 613.99
NVIDIA Corporation (NVDA) 0.7 $1.9M 18k 108.38
salesforce (CRM) 0.7 $1.9M 7.1k 268.36
KB Home (KBH) 0.7 $1.9M 33k 58.12
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.7 $1.9M 43k 43.84
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.8M 11k 156.23
Crowdstrike Hldgs Cl A (CRWD) 0.7 $1.8M 5.0k 352.58
Zoetis Cl A (ZTS) 0.7 $1.7M 11k 164.64
Tesla Motors (TSLA) 0.6 $1.6M 6.1k 259.16
TJX Companies (TJX) 0.6 $1.5M 13k 121.80
Trane Technologies SHS (TT) 0.6 $1.5M 4.6k 336.95
Servicenow (NOW) 0.6 $1.5M 1.9k 796.25
Nxp Semiconductors N V (NXPI) 0.6 $1.5M 8.0k 190.07
Ishares Tr Ibonds Dec 26 (IBMO) 0.6 $1.5M 59k 25.56
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.6 $1.5M 33k 44.88
Ishares Tr Ibonds Dec 25 (IBMN) 0.6 $1.5M 55k 26.75
Snap-on Incorporated (SNA) 0.6 $1.4M 4.2k 336.99
Wingstop (WING) 0.5 $1.3M 5.9k 225.59
Ishares Tr Ibonds Dec 27 (IBMP) 0.5 $1.3M 52k 25.28
Vaneck Etf Trust Preferred Securt (PFXF) 0.5 $1.3M 78k 16.76
Coca-Cola Company (KO) 0.5 $1.2M 17k 71.62
Cheniere Energy Com New (LNG) 0.5 $1.2M 5.1k 231.42
Ishares Tr Ibonds Dec 28 (IBMQ) 0.5 $1.2M 47k 25.29
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.4 $1.1M 46k 24.48
Adobe Systems Incorporated (ADBE) 0.4 $1.0M 2.7k 383.53
Wal-Mart Stores (WMT) 0.3 $844k 9.6k 87.79
Raymond James Financial (RJF) 0.3 $773k 5.6k 138.91
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $753k 15k 50.42
Ishares Tr Ibonds Dec 2029 (IBMR) 0.3 $740k 30k 25.04
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $660k 1.3k 513.92
Capital Group Dividend Growe Shs Etf (CGDG) 0.3 $657k 21k 30.90
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.2 $633k 27k 23.37
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.2 $623k 27k 22.94
Eli Lilly & Co. (LLY) 0.2 $591k 715.00 825.91
Amgen (AMGN) 0.2 $560k 1.8k 311.59
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.2 $547k 16k 34.25
JPMorgan Chase & Co. (JPM) 0.2 $543k 2.2k 245.31
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.2 $535k 24k 22.42
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.2 $522k 18k 28.33
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.2 $521k 24k 21.77
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.2 $518k 23k 22.25
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.2 $436k 12k 35.64
Automatic Data Processing (ADP) 0.2 $433k 1.4k 305.53
Procter & Gamble Company (PG) 0.1 $360k 2.1k 170.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $350k 658.00 532.58
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $349k 5.8k 60.48
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $340k 5.7k 59.75
Exxon Mobil Corporation (XOM) 0.1 $338k 2.8k 118.93
Ishares Tr Ibonds Dec 2030 (IBMS) 0.1 $333k 13k 25.40
Lockheed Martin Corporation (LMT) 0.1 $321k 718.00 446.77
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.1 $316k 5.0k 63.72
Abbott Laboratories (ABT) 0.1 $310k 2.3k 132.65
Nextera Energy (NEE) 0.1 $305k 4.3k 70.89
Charles Schwab Corporation (SCHW) 0.1 $293k 3.7k 78.27
Ishares Gold Tr Ishares New (IAU) 0.1 $283k 4.8k 58.96
Visa Com Cl A (V) 0.1 $267k 762.00 350.46
Merck & Co (MRK) 0.1 $243k 2.7k 89.77
American Centy Etf Tr Focused Lrg Cap (FLV) 0.1 $236k 3.4k 69.89
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $228k 1.7k 135.68
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $227k 405.00 559.39
McDonald's Corporation (MCD) 0.1 $222k 709.00 312.37
Kroger (KR) 0.1 $218k 3.2k 67.69
American Electric Power Company (AEP) 0.1 $200k 1.8k 109.27