Signature Wealth Management Group Q2 2025 Filing

Filed August 1, 2025

Portfolio Value

$253.4B

Holdings

116

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (116 positions)

#	Stock	Shares	Value	% Portfolio	Type
101	XOMEXXON MOBIL CORP	2,843	$306.5M	0.12%
102	ITANEA SERIES TRUST	9,375	$302.8M	0.12%
103	IAU*ISHARES GOLD TR	4,806	$299.7M	0.12%
104	VVISA INC	801	$284.4M	0.11%
105	SCHWSCHWAB CHARLES CORP	3,062	$279.4M	0.11%
106	MCDMCDONALDS CORP	837	$244.5M	0.10%
107	KRKROGER CO	3,243	$232.6M	0.09%
108	SDYSPDR SERIES TRUST	1,680	$228.0M	0.09%
109	SPYSPDR S&P 500 ETF TR	365	$225.5M	0.09%
110	ROLROLLINS INC	3,970	$224.0M	0.09%
111	FLVAMERICAN CENTY ETF TR	3,185	$222.3M	0.09%
112	AEPAMERICAN ELEC PWR CO INC	2,105	$218.4M	0.09%
113	IBITISHARES BITCOIN TRUST ETF	3,494	$213.9M	0.08%
114	NDQINVESCO QQQ TR	375	$206.9M	0.08%
115	ATOATMOS ENERGY CORP	1,340	$206.5M	0.08%
116	IAUI-80 GOLD CORP	30,300	$18.1M	0.01%

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