Signature Wealth Management Group Top Holdings and 13F Report (2025) About Signature Wealth Management GroupInvestment ActivitySignature Wealth Management Group has $253.44 million in total holdings as of June 30, 2025.Signature Wealth Management Group owns shares of 116 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 4.06% of the portfolio was purchased this quarter.About 6.53% of the portfolio was sold this quarter.This quarter, Signature Wealth Management Group has purchased 113 new stocks and bought additional shares in 66 stocks.Signature Wealth Management Group sold shares of 36 stocks and completely divested from 7 stocks this quarter.Largest Holdings Southern $11,112,255iShares iBonds Dec 2025 Term Corporate ETF $9,186,072iShares iBonds Dec 2027 Term Corporate ETF $6,332,052Microsoft $5,804,856iShares iBonds Dec 2029 Term Corporate ETF $5,754,986 Largest New Holdings this Quarter 91913Y100 - Valero Energy $3,117,304 Holding49714P108 - Kinsale Capital Group $1,558,176 Holding023135106 - Amazon.com $1,409,923 Holding78468R788 - SPDR Portfolio S&P 500 High Dividend ETF $385,483 Holding02072L771 - Sparkline Intangible Value ETF $302,843 Holding Largest Purchases this Quarter Valero Energy 23,191 shares (about $3.12M)Kinsale Capital Group 3,220 shares (about $1.56M)Amazon.com 6,427 shares (about $1.41M)SPDR Portfolio S&P 500 High Dividend ETF 9,083 shares (about $385.48K)Sparkline Intangible Value ETF 9,375 shares (about $302.84K) Largest Sales this Quarter Entergy 30,719 shares (about $2.55M)CAPITAL GROUP DIVIDEND GROWE 4,504 shares (about $151.47K)International Business Machines 479 shares (about $141.20K)Williams Companies 2,093 shares (about $131.46K)Deere & Company 208 shares (about $105.77K) 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$11,112,255$59,781 ▼-0.5%121,0094.4%UtilitiesIBDQiShares iBonds Dec 2025 Term Corporate ETF$9,186,072$141,814 ▲1.6%364,8163.6%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$6,332,052$103,682 ▲1.7%260,9002.5%ETFMSFTMicrosoft$5,804,856$30,342 ▼-0.5%11,6702.3%Computer and TechnologyIBDUiShares iBonds Dec 2029 Term Corporate ETF$5,754,986$65,417 ▲1.1%246,6782.3%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$5,703,234$122,002 ▲2.2%235,1852.3%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$5,524,455$80,149 ▲1.5%217,3272.2%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$5,496,715$53,521 ▲1.0%250,0782.2%ETFIBMInternational Business Machines$5,315,858$141,202 ▼-2.6%18,0332.1%Computer and TechnologyCSCOCisco Systems$5,286,805$22,548 ▲0.4%76,2012.1%Computer and TechnologyWMBWilliams Companies$5,186,412$131,461 ▼-2.5%82,5732.0%EnergyHDHome Depot$5,154,575$101,192 ▼-1.9%14,0592.0%Retail/WholesaleABBVAbbVie$4,642,109$42,692 ▲0.9%25,0091.8%MedicalDIVOAmplify CWP Enhanced Dividend Income ETF$4,506,989$39,614 ▼-0.9%105,9221.8%ETFTIPiShares TIPS Bond ETF$4,457,051$18,707 ▲0.4%40,5041.8%ETFORealty Income$4,438,371$50,409 ▲1.1%77,0421.8%FinanceJNJJohnson & Johnson$4,435,757$63,086 ▲1.4%29,0391.8%MedicalPAYXPaychex$4,419,533$28,801 ▼-0.6%30,3831.7%Computer and TechnologyIBDWiShares iBonds Dec 2031 Term Corporate ETF$4,418,204$76,038 ▲1.8%209,9911.7%ETFVUSBVanguard Ultra-Short Bond ETF$4,336,222$44,779 ▲1.0%86,9591.7%ETFKMBKimberly-Clark$4,144,899$5,157 ▲0.1%32,1511.6%Consumer StaplesHSYHershey$4,132,458$158,979 ▲4.0%24,9021.6%Consumer StaplesLAMRLamar Advertising$3,972,750$61,166 ▲1.6%32,7351.6%FinanceTXNTexas Instruments$3,954,508$137,236 ▲3.6%19,0471.6%Computer and TechnologyIBDXiShares iBonds Dec 2032 Term Corporate ETF$3,942,497$105,363 ▲2.7%155,9221.6%ETFGLPIGaming and Leisure Properties$3,909,737$35,384 ▲0.9%83,7561.5%FinanceCVXChevron$3,841,612$1,718 ▼0.0%26,8291.5%EnergyTFCTruist Financial$3,824,944$23,430 ▼-0.6%88,9731.5%FinancePFEPfizer$3,698,978$22,131 ▼-0.6%152,5981.5%MedicalBMYBristol Myers Squibb$3,501,834$22,589 ▲0.6%75,6501.4%MedicalPEPPepsiCo$3,380,404$189,216 ▲5.9%25,6011.3%Consumer StaplesVLOValero Energy$3,117,304$3,117,304 ▲New Holding23,1911.2%EnergyFLOFlowers Foods$2,973,430$45,367 ▼-1.5%186,0721.2%Consumer StaplesTGTTarget$2,901,559$87,403 ▲3.1%29,4131.1%Retail/WholesaleUPSUnited Parcel Service$2,876,788$51,883 ▲1.8%28,5001.1%TransportationAXPAmerican Express$2,805,439$34,131 ▼-1.2%8,7951.1%FinanceNVDANVIDIA$2,743,607$36,653 ▼-1.3%17,3661.1%Computer and TechnologyGISGeneral Mills$2,715,583$6,373 ▼-0.2%52,4141.1%Consumer StaplesTLTiShares 20+ Year Treasury Bond ETF$2,559,465$78,544 ▲3.2%29,0021.0%ETFINTUIntuit$2,535,509$17,329 ▲0.7%3,2191.0%Computer and TechnologyCRWDCrowdStrike$2,518,538$40,745 ▼-1.6%4,9451.0%Computer and TechnologyWSMWilliams-Sonoma$2,506,435$33,654 ▲1.4%15,3421.0%Retail/WholesaleBLACKROCK INC$2,467,364$5,245 ▲0.2%2,3521.0%COMIBDYiShares iBonds Dec 2033 Term Corporate ETF$2,288,359$48,313 ▲2.2%88,3370.9%ETFDEDeere & Company$2,243,960$105,766 ▼-4.5%4,4130.9%IndustrialsAAPLApple$2,175,590$16,003 ▲0.7%10,6040.9%Computer and TechnologyBABInvesco Taxable Municipal Bond ETF$2,090,577$88,558 ▲4.4%78,8000.8%ETFTSCOTractor Supply$2,050,544$51,134 ▲2.6%38,8580.8%Retail/WholesaleGOOGAlphabet$2,022,545$1,951 ▲0.1%11,4020.8%Computer and TechnologyNOWServiceNow$2,012,227$37,016 ▲1.9%1,9570.8%Computer and TechnologyTTTrane Technologies$1,967,837$26,681 ▼-1.3%4,4990.8%ConstructionBITWISE BITCOIN ETF TR$1,954,677$28,768 ▲1.5%33,3620.8%SHS BEN INTCRMSalesforce$1,943,451$6,545 ▲0.3%7,1270.8%Computer and TechnologyFIFiserv$1,939,613$39,309 ▲2.1%11,2500.8%Business ServicesTSLATesla$1,896,748$42,566 ▼-2.2%5,9710.7%Auto/Tires/TrucksVRTXVertex Pharmaceuticals$1,889,429$11,575 ▲0.6%4,2440.7%MedicalFIXDFirst Trust TCW Opportunistic Fixed Income ETF$1,865,854$27,607 ▼-1.5%42,5120.7%ManufacturingKBHKB Home$1,768,114$42,693 ▲2.5%33,3800.7%ConstructionZTSZoetis$1,607,260$32,750 ▼-2.0%10,3060.6%MedicalTJXTJX Companies$1,567,099$7,780 ▲0.5%12,6900.6%Retail/WholesaleKNSLKinsale Capital Group$1,558,176$1,558,176 ▲New Holding3,2200.6%FinanceIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$1,523,973$20,088 ▲1.3%59,4770.6%ETFIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$1,493,501$19,644 ▲1.3%55,8040.6%ETFAMZNAmazon.com$1,409,923$1,409,923 ▲New Holding6,4270.6%Retail/WholesalePFXFVanEck Preferred Securities ex Financials ETF$1,352,203$23,626 ▲1.8%78,9840.5%ETFSNASnap-On$1,327,459$9,646 ▲0.7%4,2660.5%Consumer DiscretionaryIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$1,315,980$10,292 ▲0.8%51,9120.5%ETFCHENIERE ENERGY INC$1,250,888$2,435 ▲0.2%5,1370.5%COM NEWCGXUCapital Group International Focus Equity ETF$1,248,007$14,080 ▲1.1%46,0010.5%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$1,207,474$23,225 ▲2.0%47,5200.5%ETFKOCocaCola$1,175,299$637 ▲0.1%16,6120.5%Consumer StaplesWMTWalmart$947,977$8,409 ▲0.9%9,6950.4%Retail/WholesaleRJFRaymond James Financial$822,830$30,674 ▼-3.6%5,3650.3%FinanceIBMRiShares iBonds Dec 2029 Term Muni Bond ETF$796,672$51,091 ▲6.9%31,5760.3%ETFVOOVanguard S&P 500 ETF$738,447$8,521 ▲1.2%1,3000.3%ETFFMBFirst Trust Managed Municipal ETF$679,146$65,214 ▼-8.8%13,6320.3%ManufacturingCGGRCapital Group Growth ETF$664,180$14,919 ▲2.3%16,3390.3%ETFIBTFiShares iBonds Dec 2025 Term Treasury ETF$630,440$2,102 ▼-0.3%26,9880.2%ManufacturingIBTGiShares iBonds Dec 2026 Term Treasury ETF$614,455$8,003 ▼-1.3%26,7970.2%ManufacturingCGGOCapital Group Global Growth Equity ETF$613,568$24,201 ▲4.1%19,1920.2%ETFJPMJPMorgan Chase & Co.$597,895$43,784 ▼-6.8%2,0620.2%FinanceCAPITAL GROUP DIVIDEND GROWE$563,168$151,470 ▼-21.2%16,7460.2%SHS ETFLLYEli Lilly and Company$557,3640.0%7150.2%MedicalIBTHiShares iBonds Dec 2027 Term Treasury ETF$527,638$9,041 ▼-1.7%23,4610.2%ManufacturingIBTIiShares iBonds Dec 2028 Term Treasury ETF$513,005$7,222 ▼-1.4%22,9430.2%ManufacturingIBTJiShares iBonds Dec 2029 Term Treasury ETF$499,557$24,507 ▼-4.7%22,7900.2%ManufacturingCGDVCapital Group Dividend Value ETF$498,838$16,033 ▲3.3%12,6320.2%ETFETREntergy$477,331$2,553,218 ▼-84.2%5,7430.2%UtilitiesADPAutomatic Data Processing$447,180$10,177 ▲2.3%1,4500.2%Computer and TechnologyDFUSDimensional U.S. Equity ETF$415,144$28,820 ▲7.5%6,1940.2%ETFAMGNAmgen$407,986$94,108 ▼-18.7%1,4610.2%MedicalSPYDSPDR Portfolio S&P 500 High Dividend ETF$385,483$385,483 ▲New Holding9,0830.2%ETFISHARES TR$353,390$16,807 ▲5.0%13,7720.1%IBONDS DEC 2030JIREJPMorgan International Research Enhanced Equity ETF$353,072$1,698 ▲0.5%4,9890.1%ETFPGProcter & Gamble$337,599$637 ▲0.2%2,1190.1%Consumer StaplesLMTLockheed Martin$336,283$3,706 ▲1.1%7260.1%AerospaceBRK.BBerkshire Hathaway$320,122$486 ▲0.2%6590.1%FinanceABTAbbott Laboratories$315,543$2,448 ▼-0.8%2,3200.1%MedicalDFASDimensional U.S. Small Cap ETF$315,492$47,082 ▼-13.0%4,9520.1%ETFNEENextEra Energy$309,127$10,899 ▲3.7%4,4530.1%UtilitiesShowing 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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