Signature Wealth Management Group Q4 2025 Filing

Filed January 15, 2026

Portfolio Value

$245.3B

Holdings

106

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (106 positions)

StockValue
SOSOUTHERN CO
$10.6M
VUSBVANGUARD BD INDEX FDS
$7.2M
IBDSISHARES TR
$6.3M
JNJJOHNSON & JOHNSON
$5.8M
IBDUISHARES TR
$5.8M
MSFTMICROSOFT CORP
$5.7M
IBDRISHARES TR
$5.7M
IBDTISHARES TR
$5.6M
ABBVABBVIE INC
$5.5M
IBDVISHARES TR
$5.5M
CSCOCISCO SYS INC
$5.4M
WMBWILLIAMS COS INC
$5.1M
HDHOME DEPOT INC
$4.8M
VLOVALERO ENERGY CORP
$4.8M
DIVOAMPLIFY ETF TR
$4.7M
HSYHERSHEY CO
$4.5M
BMYBRISTOL-MYERS SQUIBB CO
$4.5M
OREALTY INCOME CORP
$4.5M
IBDWISHARES TR
$4.5M
TFCTRUIST FINL CORP
$4.5M
LAMRLAMAR ADVERTISING CO NEW
$4.3M
CVXCHEVRON CORP NEW
$4.3M
PGPROCTER AND GAMBLE CO
$4.3M
IBDXISHARES TR
$4.2M
PEPPEPSICO INC
$4.0M
AMZNAMAZON COM INC
$4.0M
PFEPFIZER INC
$4.0M
GLPIGAMING & LEISURE PPTYS INC
$3.9M
PAYXPAYCHEX INC
$3.7M
GOOGALPHABET INC
$3.5M
KMBKIMBERLY-CLARK CORP
$3.4M
NVDANVIDIA CORPORATION
$3.4M
TXNTEXAS INSTRS INC
$3.3M
DYHTARGET CORP
$3.2M
UPSUNITED PARCEL SERVICE INC
$3.2M
AAPLAPPLE INC
$3.0M
AXPAMERICAN EXPRESS CO
$2.9M
GISGENERAL MLS INC
$2.9M
IBDYISHARES TR
$2.7M
WSMWILLIAMS SONOMA INC
$2.7M
TSLATESLA INC
$2.6M
TLTISHARES TR
$2.5M
IBMINTERNATIONAL BUSINESS MACHS
$2.5M
BLKBLACKROCK INC
$2.5M
CRWDCROWDSTRIKE HLDGS INC
$2.3M
BABINVESCO EXCH TRADED FD TR II
$2.2M
INTUINTUIT
$2.2M
DEDEERE & CO
$2.0M
VRTXVERTEX PHARMACEUTICALS INC
$2.0M
TSCOTRACTOR SUPPLY CO
$1.9M
TJXTJX COS INC NEW
$1.9M
CRMSALESFORCE INC
$1.9M
KBHKB HOME
$1.8M
TTTRANE TECHNOLOGIES PLC
$1.8M
BITBBITWISE BITCOIN ETF TR
$1.7M
NOWSERVICENOW INC
$1.6M
SNASNAP ON INC
$1.5M
IBMOISHARES TR
$1.5M
PFXFVANECK ETF TRUST
$1.4M
CGXUCAPITAL GROUP INTL FOCUS EQT
$1.4M
IBMPISHARES TR
$1.3M
IBMQISHARES TR
$1.2M
ZTSZOETIS INC
$1.1M
KOCOCA COLA CO
$1.1M
LNGCHENIERE ENERGY INC
$978K
RJFRAYMOND JAMES FINL INC
$869K
VOOVANGUARD INDEX FDS
$862K
WMTWALMART INC
$833K
SPOTSPOTIFY TECHNOLOGY S A
$824K
IBMRISHARES TR
$807K
LLYELI LILLY & CO
$768K
CGGRCAPITAL GROUP GROWTH ETF
$727K
CGGOCAPITAL GROUP GBL GROWTH EQT
$683K
JPMJPMORGAN CHASE & CO.
$664K
CGDGCAPITAL GROUP DIVIDEND GROWE
$644K
FMBFIRST TR EXCH TRADED FD III
$625K
CGDGCAPITAL GROUP DIVIDEND VALUE
$566K
IAU*ISHARES GOLD TR
$547K
DFUSDIMENSIONAL ETF TRUST
$540K
ETRENTERGY CORP NEW
$510K
PODDINSULET CORP
$493K
IBTGISHARES TR
$480K
AMGNAMGEN INC
$478K
JIREJ P MORGAN EXCHANGE TRADED F
$393K
IBTHISHARES TR
$393K
SPYDSPDR SERIES TRUST
$392K
ITANEA SERIES TRUST
$387K
IBTIISHARES TR
$378K
IBMSISHARES TR
$365K
IBMSISHARES TR
$357K
XOMEXXON MOBIL CORP
$342K
DFASDIMENSIONAL ETF TRUST
$338K
LRCXLAM RESEARCH CORP
$323K
ARKBARK 21SHARES BITCOIN ETF
$309K
SCHWSCHWAB CHARLES CORP
$294K
AVUSAMERICAN CENTY ETF TR
$273K
IBITISHARES BITCOIN TRUST ETF
$263K
FLVAMERICAN CENTY ETF TR
$259K
ADPAUTOMATIC DATA PROCESSING IN
$259K
GOOGLALPHABET INC
$258K
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