Signature Wealth Management Group Q1 2025 Filing
Filed April 17, 2025
Portfolio Value
$256.6B
Holdings
113
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (113 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | JIREJ P MORGAN EXCHANGE TRADED F | 4,965 | $316.4M | 0.12% | |
| 102 | ABTABBOTT LABS | 2,338 | $310.1M | 0.12% | |
| 103 | NEENEXTERA ENERGY INC | 4,296 | $304.5M | 0.12% | |
| 104 | SCHWSCHWAB CHARLES CORP | 3,737 | $292.5M | 0.11% | |
| 105 | IAU*ISHARES GOLD TR | 4,806 | $283.4M | 0.11% | |
| 106 | VVISA INC | 762 | $267.1M | 0.10% | |
| 107 | MRKMERCK & CO INC | 2,706 | $242.9M | 0.09% | |
| 108 | FLVAMERICAN CENTY ETF TR | 3,372 | $235.7M | 0.09% | |
| 109 | SDYSPDR SER TR | 1,680 | $227.9M | 0.09% | |
| 110 | SPYSPDR S&P 500 ETF TR | 405 | $226.6M | 0.09% | |
| 111 | MCDMCDONALDS CORP | 709 | $221.5M | 0.09% | |
| 112 | KRKROGER CO | 3,221 | $218.0M | 0.08% | |
| 113 | AEPAMERICAN ELEC PWR CO INC | 1,831 | $200.1M | 0.08% |
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