Signature Wealth Management Group

Signature Wealth Management Group as of Dec. 31, 2025

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