Signature Wealth Management Group Q1 2025 Filing
Filed April 17, 2025
Portfolio Value
$256.6M
Holdings
113
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (113 positions)
| Stock | Value |
|---|---|
SOSOUTHERN CO | $11.2M |
IBDQISHARES TR | $9.0M |
IBDSISHARES TR | $6.2M |
IBDUISHARES TR | $5.6M |
IBDRISHARES TR | $5.6M |
IBDTISHARES TR | $5.4M |
IBDVISHARES TR | $5.4M |
HDHOME DEPOT INC | $5.3M |
ABBVABBVIE INC | $5.2M |
WMBWILLIAMS COS INC | $5.1M |
JNJJOHNSON & JOHNSON | $4.7M |
PAYXPAYCHEX INC | $4.7M |
CSCOCISCO SYS INC | $4.7M |
IBMINTERNATIONAL BUSINESS MACHS | $4.6M |
BMYBRISTOL-MYERS SQUIBB CO | $4.6M |
KMBKIMBERLY-CLARK CORP | $4.6M |
CVXCHEVRON CORP NEW | $4.5M |
TIPISHARES TR | $4.5M |
OREALTY INCOME CORP | $4.4M |
MSFTMICROSOFT CORP | $4.4M |
DIVOAMPLIFY ETF TR | $4.4M |
VUSBVANGUARD BD INDEX FDS | $4.3M |
IBDWISHARES TR | $4.3M |
GLPIGAMING & LEISURE PPTYS INC | $4.2M |
BKBANK NEW YORK MELLON CORP | $4.1M |
HSYHERSHEY CO | $4.1M |
PFEPFIZER INC | $3.9M |
IBDXISHARES TR | $3.8M |
TFCTRUIST FINL CORP | $3.7M |
LAMRLAMAR ADVERTISING CO NEW | $3.7M |
PEPPEPSICO INC | $3.6M |
FLOFLOWERS FOODS INC | $3.6M |
TXNTEXAS INSTRS INC | $3.3M |
GISGENERAL MLS INC | $3.1M |
ETRENTERGY CORP NEW | $3.1M |
UPSUNITED PARCEL SERVICE INC | $3.1M |
DYHTARGET CORP | $3.0M |
TLTISHARES TR | $2.6M |
FISVFISERV INC | $2.4M |
AXPAMERICAN EXPRESS CO | $2.4M |
WSMWILLIAMS SONOMA INC | $2.4M |
AAPLAPPLE INC | $2.3M |
BLKBLACKROCK INC | $2.2M |
IBDYISHARES TR | $2.2M |
DEDEERE & CO | $2.2M |
DOWDOW INC | $2.1M |
TSCOTRACTOR SUPPLY CO | $2.1M |
UNHUNITEDHEALTH GROUP INC | $2.1M |
VRTXVERTEX PHARMACEUTICALS INC | $2.0M |
BABINVESCO EXCH TRADED FD TR II | $2.0M |
INTUINTUIT | $2.0M |
NVDANVIDIA CORPORATION | $1.9M |
CRMSALESFORCE INC | $1.9M |
KBHKB HOME | $1.9M |
FIXDFIRST TR EXCHNG TRADED FD VI | $1.9M |
GOOGALPHABET INC | $1.8M |
CRWDCROWDSTRIKE HLDGS INC | $1.8M |
ZTSZOETIS INC | $1.7M |
TSLATESLA INC | $1.6M |
TJXTJX COS INC NEW | $1.5M |
TTTRANE TECHNOLOGIES PLC | $1.5M |
NOWSERVICENOW INC | $1.5M |
NXPINXP SEMICONDUCTORS N V | $1.5M |
IBMOISHARES TR | $1.5M |
BITBBITWISE BITCOIN ETF TR | $1.5M |
IAUISHARES TR | $1.5M |
SNASNAP ON INC | $1.4M |
WINGWINGSTOP INC | $1.3M |
IBMPISHARES TR | $1.3M |
PFXFVANECK ETF TRUST | $1.3M |
KOCOCA COLA CO | $1.2M |
LNGCHENIERE ENERGY INC | $1.2M |
IBMQISHARES TR | $1.2M |
CGXUCAPITAL GROUP INTL FOCUS EQT | $1.1M |
ADBEADOBE INC | $1.0M |
WMTWALMART INC | $844K |
RJFRAYMOND JAMES FINL INC | $773K |
FMBFIRST TR EXCH TRADED FD III | $753K |
IBMRISHARES TR | $740K |
VOOVANGUARD INDEX FDS | $660K |
CGDGCAPITAL GROUP DIVIDEND GROWE | $657K |
AQLTISHARES TR | $633K |
IBTGISHARES TR | $623K |
LLYELI LILLY & CO | $591K |
AMGNAMGEN INC | $560K |
CGGRCAPITAL GROUP GROWTH ETF | $547K |
JPMJPMORGAN CHASE & CO. | $543K |
IBTHISHARES TR | $535K |
CGGOCAPITAL GROUP GBL GROWTH EQT | $522K |
IBMSISHARES TR | $520K |
IBTIISHARES TR | $518K |
CGDGCAPITAL GROUP DIVIDEND VALUE | $436K |
ADPAUTOMATIC DATA PROCESSING IN | $433K |
PGPROCTER AND GAMBLE CO | $360K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $350K |
DFUSDIMENSIONAL ETF TRUST | $349K |
DFASDIMENSIONAL ETF TRUST | $340K |
XOMEXXON MOBIL CORP | $338K |
IBMSISHARES TR | $333K |
LMTLOCKHEED MARTIN CORP | $321K |
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