The Analysis of Signature Wealth Management Group's Holdings
Currently, Signature Wealth Management Group holds 114 types of securities in its portfolio with a total value $257.7M. In the most recent quarter, they have increased their positions in VUSB (+62.2K shares, valued at $3.1M), VLO (+7.0K shares, valued at $1.2M), SPOT (+1.4K shares, valued at $953.5K); decreased their positions in TIP (-38.5K shares, valued at $4.3M), IBM (-9.6K shares, valued at $2.7M), WMT (-1.7K shares, valued at $175.5K); initiated new positions in SPOT (+1.4K shares, valued at $953.5K), LRCX (+1.9K shares, valued at $253.1K), IWF (+441 shares, valued at $206.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SO SOUTHERN CO120.0K shares-0.82%2025-09-302025-10-29
IBDQ ISHARES TR364.5K shares-0.09%2025-09-302025-10-29 VUSB VANGUARD BD INDEX FDS149.1K shares71.51%2025-09-302025-10-29 IBDS ISHARES TR261.1K shares0.07%2025-09-302025-10-29 MSFT MICROSOFT CORP11.6K shares-0.77%2025-09-302025-10-29 ABBV ABBVIE INC25.2K shares0.94%2025-09-302025-10-29 IBDU ISHARES TR246.9K shares0.10%2025-09-302025-10-29 IBDR ISHARES TR235.3K shares0.05%2025-09-302025-10-29 HD HOME DEPOT INC14.0K shares-0.45%2025-09-302025-10-29 IBDT ISHARES TR220.3K shares1.37%2025-09-302025-10-29 IBDV ISHARES TR249.3K shares-0.32%2025-09-302025-10-29 JNJ JOHNSON & JOHNSON29.3K shares0.77%2025-09-302025-10-29 WMB WILLIAMS COS INC84.0K shares1.72%2025-09-302025-10-29 VLO VALERO ENERGY CORP30.2K shares30.25%2025-09-302025-10-29 CSCO CISCO SYS INC74.5K shares-2.25%2025-09-302025-10-29 O REALTY INCOME CORP78.7K shares2.19%2025-09-302025-10-29 DIVO AMPLIFY ETF TR105.7K shares-0.18%2025-09-302025-10-29 HSY HERSHEY CO24.7K shares-0.71%2025-09-302025-10-29 IBDW ISHARES TR212.2K shares1.07%2025-09-302025-10-29 CVX CHEVRON CORP NEW27.9K shares3.99%2025-09-302025-10-29 IBDX ISHARES TR166.2K shares6.60%2025-09-302025-10-29 TFC TRUIST FINL CORP91.3K shares2.59%2025-09-302025-10-29 KMB KIMBERLY-CLARK CORP32.9K shares2.21%2025-09-302025-10-29 LAMR LAMAR ADVERTISING CO NEW33.3K shares1.77%2025-09-302025-10-29 PFE PFIZER INC159.5K shares4.52%2025-09-302025-10-29 PAYX PAYCHEX INC31.9K shares5.08%2025-09-302025-10-29 GLPI GAMING & LEISURE PPTYS INC86.1K shares2.78%2025-09-302025-10-29 PEP PEPSICO INC27.8K shares8.69%2025-09-302025-10-29 BMY BRISTOL-MYERS SQUIBB CO81.7K shares7.99%2025-09-302025-10-29 TXN TEXAS INSTRS INC19.1K shares0.50%2025-09-302025-10-29 NVDA NVIDIA CORPORATION17.2K shares-0.84%2025-09-302025-10-29 GIS GENERAL MLS INC59.1K shares12.79%2025-09-302025-10-29 WSM WILLIAMS SONOMA INC15.2K shares-1.04%2025-09-302025-10-29 AXP AMERICAN EXPRESS CO8.7K shares-0.90%2025-09-302025-10-29 GOOG ALPHABET INC11.3K shares-0.78%2025-09-302025-10-29 IBDY ISHARES TR104.8K shares18.65%2025-09-302025-10-29 TGT TARGET CORP30.5K shares3.58%2025-09-302025-10-29 BLK BLACKROCK INC2.3K shares-0.98%2025-09-302025-10-29 AAPL APPLE INC10.7K shares0.56%2025-09-302025-10-29 TSLA TESLA INC5.9K shares-0.67%2025-09-302025-10-29 TLT ISHARES TR29.0K shares-0.16%2025-09-302025-10-29 CRWD CROWDSTRIKE HLDGS INC5.0K shares1.29%2025-09-302025-10-29 FLO FLOWERS FOODS INC186.0K shares-0.06%2025-09-302025-10-29 UPS UNITED PARCEL SERVICE INC29.0K shares1.82%2025-09-302025-10-29 IBM INTERNATIONAL BUSINESS MACHS8.5K shares-53.03%2025-09-302025-10-29 BAB INVESCO EXCH TRADED FD TR II81.4K shares3.27%2025-09-302025-10-29 TSCO TRACTOR SUPPLY CO38.2K shares-1.74%2025-09-302025-10-29 INTU INTUIT3.2K shares-1.62%2025-09-302025-10-29 KBH KB HOME32.6K shares-2.27%2025-09-302025-10-29 BITB BITWISE BITCOIN ETF TR32.9K shares-1.30%2025-09-302025-10-29 DE DEERE & CO4.3K shares-1.65%2025-09-302025-10-29 TT TRANE TECHNOLOGIES PLC4.4K shares-1.22%2025-09-302025-10-29 NOW SERVICENOW INC2.0K shares1.79%2025-09-302025-10-29 TJX TJX COS INC NEW12.5K shares-1.35%2025-09-302025-10-29 CRM SALESFORCE INC7.1K shares-1.01%2025-09-302025-10-29 VRTX VERTEX PHARMACEUTICALS INC4.1K shares-3.13%2025-09-302025-10-29 SNA SNAP ON INC4.5K shares5.20%2025-09-302025-10-29 IBMO ISHARES TR59.4K shares-0.19%2025-09-302025-10-29 ZTS ZOETIS INC10.1K shares-1.68%2025-09-302025-10-29 IBMN ISHARES TR54.9K shares-1.53%2025-09-302025-10-29 FI FISERV INC11.2K shares-0.14%2025-09-302025-10-29 AMZN AMAZON COM INC6.4K shares0.20%2025-09-302025-10-29 PFXF VANECK ETF TRUST79.4K shares0.46%2025-09-302025-10-29 CGXU CAPITAL GROUP INTL FOCUS EQT46.4K shares0.86%2025-09-302025-10-29 KNSL KINSALE CAP GROUP INC3.2K shares-1.21%2025-09-302025-10-29 IBMP ISHARES TR52.3K shares0.83%2025-09-302025-10-29 IBMQ ISHARES TR47.0K shares-1.13%2025-09-302025-10-29 LNG CHENIERE ENERGY INC5.1K shares-1.01%2025-09-302025-10-29 KO COCA COLA CO16.5K shares-0.61%2025-09-302025-10-29 SPOT SPOTIFY TECHNOLOGY S A1.4K sharesnew addition2025-09-302025-10-29 RJF RAYMOND JAMES FINL INC5.4K shares0.00%2025-09-302025-10-29 VOO VANGUARD INDEX FDS1.4K shares5.69%2025-09-302025-10-29 WMT WALMART INC8.0K shares-17.57%2025-09-302025-10-29 IBMR ISHARES TR31.5K shares-0.16%2025-09-302025-10-29 CGGR CAPITAL GROUP GROWTH ETF16.3K shares0.06%2025-09-302025-10-29 CGGO CAPITAL GROUP GBL GROWTH EQT19.3K shares0.79%2025-09-302025-10-29 JPM JPMORGAN CHASE & CO.2.1K shares0.05%2025-09-302025-10-29 FMB FIRST TR EXCH TRADED FD III12.6K shares-7.75%2025-09-302025-10-29 CGDG CAPITAL GROUP DIVIDEND GROWE18.1K shares7.97%2025-09-302025-10-29 CGDV CAPITAL GROUP DIVIDEND VALUE13.0K shares3.07%2025-09-302025-10-29 LLY ELI LILLY & CO715 shares0.00%2025-09-302025-10-29 ETR ENTERGY CORP NEW5.6K shares-3.26%2025-09-302025-10-29 IBTF ISHARES TR21.4K shares-20.86%2025-09-302025-10-29 IAU ISHARES GOLD TR6.7K shares40.30%2025-09-302025-10-29 DFUS DIMENSIONAL ETF TRUST6.7K shares7.54%2025-09-302025-10-29 IBTG ISHARES TR21.0K shares-21.63%2025-09-302025-10-29 ADP AUTOMATIC DATA PROCESSING IN1.4K shares-3.03%2025-09-302025-10-29 AMGN AMGEN INC1.5K shares0.00%2025-09-302025-10-29 SPYD SPDR SERIES TRUST9.1K shares0.00%2025-09-302025-10-29 IBTH ISHARES TR17.5K shares-25.36%2025-09-302025-10-29 IBTI ISHARES TR16.9K shares-26.27%2025-09-302025-10-29 JIRE J P MORGAN EXCHANGE TRADED F5.1K shares3.07%2025-09-302025-10-29 IBTJ ISHARES TR16.7K shares-26.94%2025-09-302025-10-29 ITAN EA SERIES TRUST10.5K shares11.88%2025-09-302025-10-29 IBMS ISHARES TR13.7K shares-0.52%2025-09-302025-10-29 LMT LOCKHEED MARTIN CORP683 shares-5.92%2025-09-302025-10-29 DFAS DIMENSIONAL ETF TRUST5.0K shares0.30%2025-09-302025-10-29 NEE NEXTERA ENERGY INC4.4K shares-0.83%2025-09-302025-10-29 XOM EXXON MOBIL CORP2.8K shares0.00%2025-09-302025-10-29 PG PROCTER AND GAMBLE CO2.0K shares-7.65%2025-09-302025-10-29 SCHW SCHWAB CHARLES CORP3.0K shares-0.39%2025-09-302025-10-29 FLV AMERICAN CENTY ETF TR3.5K shares9.54%2025-09-302025-10-29 LRCX LAM RESEARCH CORP1.9K sharesnew addition2025-09-302025-10-29 MCD MCDONALDS CORP801 shares-4.30%2025-09-302025-10-29 SPY SPDR S&P 500 ETF TR365 shares0.00%2025-09-302025-10-29 BRK.B BERKSHIRE HATHAWAY INC DEL476 shares-27.77%2025-09-302025-10-29 SDY SPDR SERIES TRUST1.7K shares0.00%2025-09-302025-10-29 IBIT ISHARES BITCOIN TRUST ETF3.5K shares-0.66%2025-09-302025-10-29 QQQ INVESCO QQQ TR375 shares0.00%2025-09-302025-10-29 TIP ISHARES TR2.0K shares-95.02%2025-09-302025-10-29 AEP AMERICAN ELEC PWR CO INC2.0K shares-7.27%2025-09-302025-10-29 ABT ABBOTT LABS1.6K shares-32.93%2025-09-302025-10-29 IWF ISHARES TR441 sharesnew addition2025-09-302025-10-29 IAUX I-80 GOLD CORP30.3K shares0.00%2025-09-302025-10-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available