Signature Wealth Management Group

Signature Wealth Management Group as of March 31, 2026

Portfolio Holdings for Signature Wealth Management Group

Signature Wealth Management Group holds 128 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Southern Company (SO) 4.5 $12M 122k 96.52
Kimberly-Clark Corporation (KMB) 2.9 $7.7M 80k 96.47
Valero Energy Corporation (VLO) 2.7 $7.1M 29k 247.08
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 2.7 $7.1M 142k 49.78
Johnson & Johnson (JNJ) 2.6 $6.8M 28k 244.44
Ishares Tr Ibonds 27 Etf (IBDS) 2.4 $6.3M 260k 24.24
Williams Companies (WMB) 2.3 $6.1M 84k 72.78
Microsoft Corporation (MSFT) 2.3 $6.1M 16k 370.18
Chevron Corporation (CVX) 2.2 $5.8M 28k 206.90
NVIDIA Corporation (NVDA) 2.2 $5.8M 33k 174.40
Ishares Tr Ibonds Dec 29 (IBDU) 2.2 $5.7M 246k 23.26
Ishares Tr Ibonds Dec2026 (IBDR) 2.1 $5.6M 232k 24.24
Ishares Tr Ibds Dec28 Etf (IBDT) 2.1 $5.6M 220k 25.33
Ishares Tr Ibonds Dec 2030 (IBDV) 2.1 $5.4M 248k 21.89
Cisco Systems (CSCO) 2.0 $5.4M 69k 77.59
Abbvie (ABBV) 2.0 $5.3M 24k 217.49
Procter & Gamble Company (PG) 2.0 $5.3M 36k 144.44
Hershey Company (HSY) 2.0 $5.2M 25k 207.89
Bristol Myers Squibb (BMY) 1.9 $5.1M 84k 60.65
Realty Income (O) 1.9 $4.9M 80k 61.18
Alphabet Cap Stk Cl C (GOOG) 1.7 $4.5M 16k 286.87
Pfizer (PFE) 1.7 $4.5M 159k 28.08
Amazon (AMZN) 1.7 $4.4M 21k 208.27
Ishares Tr Ibonds Dec 2031 (IBDW) 1.7 $4.4M 211k 20.93
Pepsi (PEP) 1.7 $4.4M 28k 155.29
Lamar Advertising Cl A (LAMR) 1.6 $4.3M 34k 126.66
Ishares Tr Ibonds Dec 2032 (IBDX) 1.6 $4.3M 170k 25.27
Truist Financial Corp equities (TFC) 1.6 $4.1M 90k 45.97
Target Corporation (TGT) 1.5 $4.0M 33k 121.20
Gaming & Leisure Pptys (GLPI) 1.5 $3.9M 88k 44.37
Texas Instruments Incorporated (TXN) 1.4 $3.8M 19k 194.14
Ishares Tr Ibonds Dec 2031 (IBTL) 1.4 $3.7M 182k 20.40
Home Depot (HD) 1.3 $3.3M 10k 328.89
United Parcel Service CL B (UPS) 1.2 $3.2M 32k 98.38
Paychex (PAYX) 1.2 $3.1M 34k 92.12
Apple (AAPL) 1.1 $3.0M 12k 253.78
Ishares Tr Ibonds Dec 2033 (IBDY) 1.0 $2.7M 105k 25.85
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.9 $2.4M 28k 86.69
General Mills (GIS) 0.9 $2.3M 63k 37.22
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.9 $2.3M 6.8k 337.95
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.8 $2.2M 81k 26.96
International Business Machines (IBM) 0.8 $2.0M 8.4k 242.39
McDonald's Corporation (MCD) 0.6 $1.7M 5.5k 310.76
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.6 $1.7M 45k 36.81
Boeing Company (BA) 0.6 $1.7M 8.3k 199.03
Ishares Tr Ibonds Dec 2034 (IBDZ) 0.6 $1.6M 63k 26.06
Snap-on Incorporated (SNA) 0.6 $1.6M 4.5k 363.20
Canadian Pacific Kansas City (CP) 0.6 $1.6M 20k 78.66
Dex (DXCM) 0.6 $1.5M 24k 62.80
Vaneck Etf Trust Preferred Securt (PFXF) 0.5 $1.4M 83k 17.54
Advanced Micro Devices (AMD) 0.5 $1.4M 7.1k 203.43
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.5 $1.4M 46k 29.49
Ishares Tr Ibonds Dec 26 (IBMO) 0.5 $1.3M 52k 25.63
Coca-Cola Company (KO) 0.4 $1.2M 16k 76.05
Nike CL B (NKE) 0.4 $1.1M 22k 52.82
Ishares Tr Ibonds Dec 27 (IBMP) 0.4 $1.1M 45k 25.44
Insulet Corporation (PODD) 0.4 $1.1M 5.4k 209.84
Servicenow (NOW) 0.4 $1.1M 11k 104.55
Samsara Com Cl A (IOT) 0.4 $1.1M 35k 31.69
Tesla Motors (TSLA) 0.4 $1.1M 2.9k 371.75
TransDigm Group Incorporated (TDG) 0.4 $1.1M 936.00 1158.96
Costco Wholesale Corporation (COST) 0.4 $1.1M 1.1k 996.33
Ishares Tr Ibonds Dec 28 (IBMQ) 0.4 $1.1M 42k 25.53
Williams-Sonoma (WSM) 0.4 $1.1M 5.8k 182.32
Medtronic SHS (MDT) 0.4 $1.0M 12k 86.65
Spdr Series Trust State Street Spd (SPYM) 0.4 $998k 13k 76.54
Thermo Fisher Scientific (TMO) 0.4 $993k 2.0k 491.53
American Express Company (AXP) 0.4 $944k 3.1k 302.46
Wal-Mart Stores (WMT) 0.4 $930k 7.5k 124.28
UnitedHealth (UNH) 0.3 $909k 3.4k 270.56
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.3 $824k 16k 50.12
Bio-techne Corporation (TECH) 0.3 $823k 16k 52.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $815k 1.4k 597.58
Crowdstrike Hldgs Cl A (CRWD) 0.3 $813k 2.1k 390.34
Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $812k 11k 70.91
Raymond James Financial (RJF) 0.3 $784k 5.4k 144.79
Fidelity Covington Trust Enhanced Intl (FENI) 0.3 $759k 20k 37.20
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.3 $753k 19k 40.19
Trane Technologies SHS (TT) 0.3 $738k 1.8k 416.81
TJX Companies (TJX) 0.3 $734k 4.6k 159.70
Blackrock (BLK) 0.3 $699k 727.00 961.30
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.3 $698k 21k 33.37
Ishares Tr Ibonds Dec 2029 (IBMR) 0.3 $697k 28k 25.35
Deere & Company (DE) 0.3 $689k 1.2k 563.33
J.B. Hunt Transport Services (JBHT) 0.3 $671k 3.2k 211.90
Eli Lilly & Co. (LLY) 0.2 $658k 715.00 919.77
Capital Group Dividend Growe Shs Etf (CGDG) 0.2 $624k 17k 35.90
Entergy Corporation (ETR) 0.2 $608k 5.4k 112.35
JPMorgan Chase & Co. (JPM) 0.2 $607k 2.1k 294.17
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $548k 18k 30.68
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.2 $548k 13k 42.54
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $544k 11k 50.66
Tractor Supply Company (TSCO) 0.2 $534k 12k 45.30
Ishares Gold Tr Ishares New (IAU) 0.2 $518k 5.9k 88.16
Amgen (AMGN) 0.2 $514k 1.5k 351.90
Vertiv Holdings Com Cl A (VRT) 0.2 $507k 2.0k 250.58
KB Home (KBH) 0.2 $500k 9.7k 51.75
Exxon Mobil Corporation (XOM) 0.2 $482k 2.8k 169.66
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.2 $481k 21k 22.91
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.2 $471k 11k 44.85
Spdr Series Trust State Street Spd (SPYD) 0.2 $414k 9.1k 45.52
Lam Research Corp Com New (LRCX) 0.2 $404k 1.9k 213.67
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.1 $393k 18k 22.43
Ea Series Trust Sparkline Intang (ITAN) 0.1 $381k 11k 35.86
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.1 $377k 17k 22.28
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.1 $369k 4.9k 75.73
Ishares Tr Ibonds Dec 2030 (IBMS) 0.1 $366k 14k 25.83
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $364k 17k 21.84
Putnam Etf Trust Focused Lar Cap (PVAL) 0.1 $352k 7.6k 46.40
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $345k 4.8k 71.13
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $319k 4.0k 80.58
Intuit (INTU) 0.1 $316k 731.00 432.34
Cheniere Energy Com New (LNG) 0.1 $305k 1.1k 283.82
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $290k 5.8k 49.99
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $272k 2.4k 111.18
Charles Schwab Corporation (SCHW) 0.1 $272k 2.9k 93.99
American Centy Etf Tr Focused Lrg Cap (FLV) 0.1 $264k 3.4k 76.68
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 0.1 $251k 5.6k 44.72
Spdr Series Trust State Street Spd (SDY) 0.1 $245k 1.7k 145.94
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.1 $245k 4.5k 54.93
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $237k 365.00 650.34
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $235k 527.00 446.54
Alphabet Cap Stk Cl A (GOOGL) 0.1 $231k 804.00 287.56
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $216k 375.00 577.18
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.1 $209k 5.9k 35.71
salesforce (CRM) 0.1 $206k 1.1k 186.71
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $204k 5.3k 38.42
First Tr Exchange-traded SHS (FVD) 0.1 $201k 4.3k 47.03