Signature Wealth Management Group
CIK: 0001736666SEC EDGAR →
Portfolio Value
$245.3M
Holdings
106
As of
Q4 2025
New Positions
106
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SOUTHERN CO | 121,142 | $10.6M | 4.31% |
| 2 | VANGUARD BD INDEX FDS | 143,856 | $7.2M | 2.92% |
| 3 | ISHARES TR | 260,324 | $6.3M | 2.58% |
| 4 | JOHNSON & JOHNSON | 28,017 | $5.8M | 2.36% |
| 5 | ISHARES TR | 246,077 | $5.8M | 2.35% |
| 6 | MICROSOFT CORP | 11,826 | $5.7M | 2.33% |
| 7 | ISHARES TR | 234,755 | $5.7M | 2.32% |
| 8 | ISHARES TR | 220,059 | $5.6M | 2.28% |
| 9 | ABBVIE INC | 24,034 | $5.5M | 2.24% |
| 10 | ISHARES TR | 248,375 | $5.5M | 2.23% |
Quarterly Changes
New Positions (106)
$10.6M · 121K shares
$7.2M · 144K shares
$6.3M · 260K shares
$5.8M · 28K shares
$5.8M · 246K shares
$5.7M · 12K shares
$5.7M · 235K shares
$5.6M · 220K shares
$5.5M · 24K shares
$5.5M · 248K shares
$5.4M · 70K shares
$5.1M · 84K shares
$4.8M · 14K shares
$4.8M · 29K shares
$4.7M · 106K shares
$4.5M · 25K shares
$4.5M · 84K shares
$4.5M · 80K shares
$4.5M · 211K shares
$4.5M · 91K shares
$4.3M · 34K shares
$4.3M · 28K shares
$4.3M · 30K shares
$4.2M · 166K shares
$4.0M · 28K shares
$4.0M · 17K shares
$4.0M · 160K shares
$3.9M · 88K shares
$3.7M · 33K shares
$3.5M · 11K shares
$3.4M · 34K shares
$3.4M · 18K shares
$3.3M · 19K shares
$3.2M · 33K shares
$3.2M · 32K shares
$3.0M · 11K shares
$2.9M · 8K shares
$2.9M · 61K shares
$2.7M · 105K shares
$2.7M · 15K shares
$2.6M · 6K shares
$2.5M · 29K shares
$2.5M · 8K shares
$2.5M · 2K shares
$2.3M · 5K shares
$2.2M · 81K shares
$2.2M · 3K shares
$2.0M · 4K shares
$2.0M · 4K shares
$1.9M · 38K shares
$1.9M · 12K shares
$1.9M · 7K shares
$1.8M · 33K shares
$1.8M · 5K shares
$1.7M · 35K shares
$1.6M · 10K shares
$1.5M · 4K shares
$1.5M · 58K shares
$1.4M · 79K shares
$1.4M · 46K shares
$1.3M · 51K shares
$1.2M · 46K shares
$1.1M · 9K shares
$1.1M · 16K shares
$978K · 5K shares
$869K · 5K shares
$862K · 1K shares
$833K · 7K shares
$824K · 1K shares
$807K · 32K shares
$768K · 715 shares
$727K · 16K shares
$683K · 20K shares
$664K · 2K shares
$644K · 18K shares
$625K · 12K shares
$566K · 13K shares
$547K · 7K shares
$540K · 7K shares
$510K · 6K shares
$493K · 2K shares
$480K · 21K shares
$478K · 1K shares
$393K · 5K shares
$393K · 18K shares
$392K · 9K shares
$387K · 10K shares
$378K · 17K shares
$365K · 17K shares
$357K · 14K shares
$342K · 3K shares
$338K · 5K shares
$323K · 2K shares
$309K · 11K shares
$294K · 3K shares
$273K · 2K shares
$263K · 5K shares
$259K · 3K shares
$259K · 1K shares
$258K · 827 shares
$248K · 365 shares
$233K · 2K shares
INVESCO QQQ TR
$230K · 375 shares
$226K · 740 shares
$207K · 601 shares
$44K · 30K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 45 | $85.1M | 34.7% |
| Technology | 13 | $33.5M | 13.7% |
| Healthcare | 9 | $24.6M | 10.0% |
| Consumer Defensive | 7 | $21.0M | 8.6% |
| Consumer Cyclical | 8 | $20.0M | 8.2% |
| Energy | 5 | $15.4M | 6.3% |
| Real Estate | 3 | $12.7M | 5.2% |
| Industrials | 6 | $12.4M | 5.1% |
| Utilities | 2 | $11.1M | 4.5% |
| Unknown | 5 | $4.7M | 1.9% |
| Communication Services | 3 | $4.6M | 1.9% |