Signature Wealth Management Group Top Holdings and 13F Report (2025) About Signature Wealth Management GroupInvestment ActivitySignature Wealth Management Group has $248.71 million in total holdings as of December 31, 2024.Signature Wealth Management Group owns shares of 106 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 9.95% of the portfolio was purchased this quarter.About 6.71% of the portfolio was sold this quarter.This quarter, Signature Wealth Management Group has purchased 104 new stocks and bought additional shares in 68 stocks.Signature Wealth Management Group sold shares of 24 stocks and completely divested from 8 stocks this quarter.Largest Holdings Southern $9,884,496iShares iBonds Dec 2025 Term Corporate ETF $8,926,312iShares iBonds Dec 2027 Term Corporate ETF $6,127,097Home Depot $5,604,906iShares iBonds Dec 2026 Term Corporate ETF $5,481,778 Largest New Holdings this Quarter Hershey $3,472,115 HoldingBLACKROCK INC $2,370,894 HoldingiShares iBonds Dec 2033 Term Corporate ETF $2,016,634 HoldingBITWISE BITCOIN ETF TR $1,537,857 HoldingSPDR Portfolio S&P 500 High Dividend ETF $1,004,379 Holding Largest Purchases this Quarter Hershey 20,503 shares (about $3.47M)BLACKROCK INC 2,313 shares (about $2.37M)Entergy 30,376 shares (about $2.30M)iShares iBonds Dec 2033 Term Corporate ETF 80,344 shares (about $2.02M)Tractor Supply 29,994 shares (about $1.59M) Largest Sales this Quarter Williams Companies 28,847 shares (about $1.56M)Southern 4,249 shares (about $349.78K)Bank of New York Mellon 4,504 shares (about $346.04K)International Business Machines 929 shares (about $204.22K)Pfizer 6,329 shares (about $167.91K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSignature Wealth Management Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSOSouthern$9,884,496$349,778 ▼-3.4%120,0744.0%UtilitiesIBDQiShares iBonds Dec 2025 Term Corporate ETF$8,926,312$155,661 ▲1.8%356,3403.6%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$6,127,097$63,135 ▼-1.0%255,7222.5%ETFHDHome Depot$5,604,906$169,987 ▲3.1%14,4092.3%Retail/WholesaleIBDRiShares iBonds Dec 2026 Term Corporate ETF$5,481,778$39,330 ▼-0.7%227,7432.2%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$5,450,566$43,753 ▲0.8%239,0602.2%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$5,236,531$38,222 ▲0.7%210,3022.1%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$5,138,029$307,072 ▲6.4%240,5442.1%ETFETREntergy$5,068,191$2,303,110 ▲83.3%66,8452.0%UtilitiesMSFTMicrosoft$4,991,163$555,979 ▲12.5%11,8412.0%Computer and TechnologyWMBWilliams Companies$4,637,559$1,561,205 ▼-25.2%85,6901.9%Oils/EnergyBKBank of New York Mellon$4,585,440$346,042 ▼-7.0%59,6831.8%FinanceCSCOCisco Systems$4,565,163$24,154 ▼-0.5%77,1141.8%Computer and TechnologyABBVAbbVie$4,522,863$89,739 ▲2.0%25,4521.8%MedicalIBMInternational Business Machines$4,424,054$204,221 ▼-4.4%20,1251.8%Computer and TechnologyPAYXPaychex$4,383,106$60,154 ▼-1.4%31,2591.8%Business ServicesDIVOAmplify YieldShares CWP Dividend & Option Income ETF$4,341,357$63,068 ▼-1.4%107,2471.7%ETFTIPiShares TIPS Bond ETF$4,296,955$77,249 ▲1.8%40,3281.7%ETFBMYBristol-Myers Squibb$4,184,453$87,498 ▲2.1%73,9831.7%MedicalVUSBVanguard Ultra-Short Bond ETF$4,183,314$519,968 ▲14.2%84,3071.7%ETFKMBKimberly-Clark$4,129,093$88,059 ▲2.2%31,5101.7%Consumer StaplesJNJJohnson & Johnson$4,029,746$187,285 ▲4.9%27,8641.6%MedicalORealty Income$3,950,565$46,520 ▼-1.2%73,9671.6%FinanceIBDWiShares iBonds Dec 2031 Term Corporate ETF$3,924,833$549,696 ▲16.3%192,8661.6%ETFGLPIGaming and Leisure Properties$3,913,643$27,933 ▼-0.7%81,2631.6%FinanceCVXChevron$3,858,967$254,773 ▲7.1%26,6431.6%Oils/EnergyTFCTruist Financial$3,824,204$31,884 ▲0.8%88,1561.5%FinanceLAMRLamar Advertising$3,800,072$63,669 ▲1.7%31,2151.5%FinanceFLOFlowers Foods$3,606,311$252,982 ▲7.5%174,5551.4%Consumer StaplesIBDXiShares iBonds Dec 2032 Term Corporate ETF$3,603,468$1,361,704 ▲60.7%146,6021.4%ETFPFEPfizer$3,518,885$167,908 ▼-4.6%132,6381.4%MedicalHSYHershey$3,472,115$3,472,115 ▲New Holding20,5031.4%Consumer StaplesTXNTexas Instruments$3,447,051$12,001 ▼-0.3%18,3831.4%Computer and TechnologyTGTTarget$3,417,915$92,329 ▼-2.6%25,2841.4%Retail/WholesaleUPSUnited Parcel Service$3,303,463$125,470 ▲3.9%26,1971.3%TransportationGISGeneral Mills$3,046,596$80,031 ▲2.7%47,7751.2%Consumer StaplesWSMWilliams-Sonoma$2,816,968$608,504 ▲27.6%15,2121.1%Retail/WholesaleAXPAmerican Express$2,667,312$59,953 ▲2.3%8,9871.1%FinanceDOWDOW$2,469,943$94,064 ▼-3.7%61,5491.0%Basic MaterialsTLTiShares 20+ Year Treasury Bond ETF$2,398,666$23,492 ▲1.0%27,4671.0%ETFNVDANVIDIA$2,389,647$444,492 ▲22.9%17,7951.0%Computer and TechnologyBLACKROCK INC$2,370,894$2,370,894 ▲New Holding2,3131.0%COMFIFiserv$2,350,210$77,443 ▲3.4%11,4410.9%Business ServicesAAPLApple$2,332,683$57,347 ▲2.5%9,3150.9%Computer and TechnologyTSLATesla$2,288,965$6,461 ▲0.3%5,6680.9%Auto/Tires/TrucksCRMSalesforce$2,285,740$25,743 ▲1.1%6,8370.9%Computer and TechnologyGOOGAlphabet$2,085,483$117,500 ▲6.0%10,9510.8%Computer and TechnologyIBDYiShares iBonds Dec 2033 Term Corporate ETF$2,016,634$2,016,634 ▲New Holding80,3440.8%ETFBABInvesco Taxable Municipal Bond ETF$2,004,970$9,466 ▲0.5%76,6720.8%ETFTSCOTractor Supply$1,979,613$1,591,480 ▲410.0%37,3090.8%Retail/WholesaleKBHKB Home$1,933,490$32,532 ▼-1.7%29,4200.8%ConstructionINTUIntuit$1,925,011$115,639 ▲6.4%3,0630.8%Computer and TechnologyNOWServiceNow$1,912,740$42,411 ▲2.3%1,8040.8%Computer and TechnologyDEDeere & Company$1,892,704$58,895 ▲3.2%4,4670.8%Industrial ProductsUNHUnitedHealth Group$1,883,639$49,064 ▲2.7%3,7240.8%MedicalSCHWCharles Schwab$1,848,347$49,291 ▲2.7%24,9740.7%FinanceFIXDFirst Trust TCW Opportunistic Fixed Income ETF$1,843,585$234,229 ▲14.6%42,9040.7%ManufacturingCRWDCrowdStrike$1,704,983$32,847 ▲2.0%4,9830.7%Computer and TechnologyVRTXVertex Pharmaceuticals$1,641,003$41,478 ▲2.6%4,0750.7%MedicalTTTrane Technologies$1,621,587$76,831 ▲5.0%4,3900.7%ConstructionNXPINXP Semiconductors$1,554,651$45,725 ▲3.0%7,4800.6%Computer and TechnologyZTSZoetis$1,550,893$127,734 ▲9.0%9,5190.6%MedicalBITWISE BITCOIN ETF TR$1,537,857$1,537,857 ▲New Holding30,2430.6%SHS BEN INTTJXTJX Companies$1,507,710$63,788 ▲4.4%12,4800.6%Retail/WholesaleIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$1,506,007$13,850 ▲0.9%59,1520.6%ETFIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$1,477,336$2,795 ▲0.2%55,5080.6%ETFSNASnap-on$1,462,265$13,241 ▲0.9%4,3070.6%Consumer DiscretionaryPFXFVanEck Preferred Securities ex Financials ETF$1,339,945$31,084 ▲2.4%77,6780.5%ETFIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$1,269,851$57,395 ▲4.7%50,5110.5%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$1,190,364$40,339 ▲3.5%47,2740.5%ETFCGXUCapital Group International Focus Equity ETF$1,111,926$21,463 ▲2.0%45,0720.4%ETFCHENIERE ENERGY INC$1,075,253$32,232 ▲3.1%5,0040.4%COM NEWKOCoca-Cola$1,007,616$48,999 ▲5.1%16,1840.4%Consumer StaplesSPYDSPDR Portfolio S&P 500 High Dividend ETF$1,004,379$1,004,379 ▲New Holding23,2280.4%ETFADBEAdobe$983,632$77,374 ▲8.5%2,2120.4%Computer and TechnologyWMTWalmart$885,882$30,358 ▼-3.3%9,8050.4%Retail/WholesaleRJFRaymond James$845,772$29,979 ▼-3.4%5,4450.3%FinanceFMBFirst Trust Managed Municipal ETF$841,410$125,791 ▲17.6%16,4950.3%ManufacturingIBMRiShares iBonds Dec 2029 Term Muni Bond ETF$687,355$382,222 ▲125.3%27,5160.3%ETFVOOVanguard S&P 500 ETF$675,668$4,849 ▼-0.7%1,2540.3%ETFCGGRCapital Group Growth ETF$618,360$1,598 ▲0.3%16,6360.2%ETFLLYEli Lilly and Company$551,9800.0%7150.2%MedicalJPMJPMorgan Chase & Co.$551,052$99,472 ▲22.0%2,2990.2%FinanceIBTFiShares iBonds Dec 2025 Term Treasury ETF$528,571$63,127 ▲13.6%22,6660.2%ManufacturingCGGOCapital Group Global Growth Equity ETF$516,843$12,214 ▲2.4%17,6880.2%ETFAMGNAmgen$468,164$261,192 ▲126.2%1,7960.2%MedicalMRKMerck & Co., Inc.$444,294$6,367 ▼-1.4%4,4660.2%MedicalIBTGiShares iBonds Dec 2026 Term Treasury ETF$428,303$62,887 ▲17.2%18,7770.2%ManufacturingIBTHiShares iBonds Dec 2027 Term Treasury ETF$426,843$62,462 ▲17.1%19,2300.2%ManufacturingIBTJiShares iBonds Dec 2029 Term Treasury ETF$413,112$413,112 ▲New Holding19,3710.2%ManufacturingCGDVCapital Group Dividend Value ETF$407,570$7,405 ▲1.9%11,5590.2%ETFDFASDimensional U.S. Small Cap ETF$405,579$189,058 ▲87.3%6,2320.2%ETFIBTIiShares iBonds Dec 2028 Term Treasury ETF$393,651$79,335 ▲25.2%17,9720.2%ManufacturingADPAutomatic Data Processing$389,624$14,929 ▼-3.7%1,3310.2%Business ServicesLMTLockheed Martin$326,110$6,318 ▼-1.9%6710.1%AerospacePGProcter & Gamble$325,576$11,233 ▼-3.3%1,9420.1%Consumer StaplesISHARES TR$308,007$308,007 ▲New Holding12,1430.1%IBONDS DEC 2030XOMExxon Mobil$305,8220.0%2,8430.1%Oils/EnergyBRK.BBerkshire Hathaway$278,314$2,720 ▲1.0%6140.1%FinanceSPYSPDR S&P 500 ETF Trust$251,4280.0%4290.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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