Signature Wealth Management Group Q2 2025 Filing
Filed August 1, 2025
Portfolio Value
$253.4M
Holdings
116
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (116 positions)
| Stock | Value |
|---|---|
SOSOUTHERN CO | $11.1M |
IBDQISHARES TR | $9.2M |
IBDSISHARES TR | $6.3M |
MSFTMICROSOFT CORP | $5.8M |
IBDUISHARES TR | $5.8M |
IBDRISHARES TR | $5.7M |
IBDTISHARES TR | $5.5M |
IBDVISHARES TR | $5.5M |
IBMINTERNATIONAL BUSINESS MACHS | $5.3M |
CSCOCISCO SYS INC | $5.3M |
WMBWILLIAMS COS INC | $5.2M |
HDHOME DEPOT INC | $5.2M |
ABBVABBVIE INC | $4.6M |
DIVOAMPLIFY ETF TR | $4.5M |
TIPISHARES TR | $4.5M |
OREALTY INCOME CORP | $4.4M |
JNJJOHNSON & JOHNSON | $4.4M |
PAYXPAYCHEX INC | $4.4M |
IBDWISHARES TR | $4.4M |
VUSBVANGUARD BD INDEX FDS | $4.3M |
KMBKIMBERLY-CLARK CORP | $4.1M |
HSYHERSHEY CO | $4.1M |
LAMRLAMAR ADVERTISING CO NEW | $4.0M |
TXNTEXAS INSTRS INC | $4.0M |
IBDXISHARES TR | $3.9M |
GLPIGAMING & LEISURE PPTYS INC | $3.9M |
CVXCHEVRON CORP NEW | $3.8M |
TFCTRUIST FINL CORP | $3.8M |
PFEPFIZER INC | $3.7M |
BMYBRISTOL-MYERS SQUIBB CO | $3.5M |
PEPPEPSICO INC | $3.4M |
VLOVALERO ENERGY CORP | $3.1M |
FLOFLOWERS FOODS INC | $3.0M |
DYHTARGET CORP | $2.9M |
UPSUNITED PARCEL SERVICE INC | $2.9M |
AXPAMERICAN EXPRESS CO | $2.8M |
NVDANVIDIA CORPORATION | $2.7M |
GISGENERAL MLS INC | $2.7M |
TLTISHARES TR | $2.6M |
INTUINTUIT | $2.5M |
CRWDCROWDSTRIKE HLDGS INC | $2.5M |
WSMWILLIAMS SONOMA INC | $2.5M |
BLKBLACKROCK INC | $2.5M |
IBDYISHARES TR | $2.3M |
DEDEERE & CO | $2.2M |
AAPLAPPLE INC | $2.2M |
BABINVESCO EXCH TRADED FD TR II | $2.1M |
TSCOTRACTOR SUPPLY CO | $2.1M |
GOOGALPHABET INC | $2.0M |
NOWSERVICENOW INC | $2.0M |
TTTRANE TECHNOLOGIES PLC | $2.0M |
BITBBITWISE BITCOIN ETF TR | $2.0M |
CRMSALESFORCE INC | $1.9M |
FISVFISERV INC | $1.9M |
TSLATESLA INC | $1.9M |
VRTXVERTEX PHARMACEUTICALS INC | $1.9M |
FIXDFIRST TR EXCHNG TRADED FD VI | $1.9M |
KBHKB HOME | $1.8M |
ZTSZOETIS INC | $1.6M |
TJXTJX COS INC NEW | $1.6M |
KNSLKINSALE CAP GROUP INC | $1.6M |
IBMOISHARES TR | $1.5M |
IAUISHARES TR | $1.5M |
AMZNAMAZON COM INC | $1.4M |
PFXFVANECK ETF TRUST | $1.4M |
SNASNAP ON INC | $1.3M |
IBMPISHARES TR | $1.3M |
LNGCHENIERE ENERGY INC | $1.3M |
CGXUCAPITAL GROUP INTL FOCUS EQT | $1.2M |
IBMQISHARES TR | $1.2M |
KOCOCA COLA CO | $1.2M |
WMTWALMART INC | $948K |
RJFRAYMOND JAMES FINL INC | $823K |
IBMRISHARES TR | $797K |
VOOVANGUARD INDEX FDS | $738K |
FMBFIRST TR EXCH TRADED FD III | $679K |
CGGRCAPITAL GROUP GROWTH ETF | $664K |
AQLTISHARES TR | $630K |
IBTGISHARES TR | $614K |
CGGOCAPITAL GROUP GBL GROWTH EQT | $614K |
JPMJPMORGAN CHASE & CO. | $598K |
CGDGCAPITAL GROUP DIVIDEND GROWE | $563K |
LLYELI LILLY & CO | $557K |
IBTHISHARES TR | $528K |
IBTIISHARES TR | $513K |
IBMSISHARES TR | $500K |
CGDGCAPITAL GROUP DIVIDEND VALUE | $499K |
ETRENTERGY CORP NEW | $477K |
ADPAUTOMATIC DATA PROCESSING IN | $447K |
DFUSDIMENSIONAL ETF TRUST | $415K |
AMGNAMGEN INC | $408K |
SPYDSPDR SERIES TRUST | $385K |
IBMSISHARES TR | $353K |
JIREJ P MORGAN EXCHANGE TRADED F | $353K |
PGPROCTER AND GAMBLE CO | $338K |
LMTLOCKHEED MARTIN CORP | $336K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $320K |
ABTABBOTT LABS | $316K |
DFASDIMENSIONAL ETF TRUST | $315K |
NEENEXTERA ENERGY INC | $309K |
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