Institutions / Signature Wealth Management Group
Signature Wealth Management Group
CIK 1736666 · Institution · as of Dec 31, 2025
Portfolio value
$245.28M
Positions
106
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 106 →
| Company | Value | % of portfolio |
|---|---|---|
| Southern Co | $10.56M | 4.3% |
| Vanguard Bd Index Fds | $7.17M | 2.9% |
| iShares Tr | $6.32M | 2.6% |
| Johnson & Johnson | $5.80M | 2.4% |
| iShares Tr | $5.76M | 2.3% |
| Microsoft Corp | $5.72M | 2.3% |
| iShares Tr | $5.69M | 2.3% |
| iShares Tr | $5.60M | 2.3% |
| AbbVie Inc. | $5.49M | 2.2% |
| iShares Tr | $5.48M | 2.2% |
| Cisco Systems, Inc. | $5.39M | 2.2% |
| Williams Cos Inc/The | $5.08M | 2.1% |
| Home Depot, Inc. | $4.80M | 2.0% |
| Valero Energy Corp | $4.75M | 1.9% |
| Amplify ETF Tr | $4.72M | 1.9% |
| Hershey Co | $4.53M | 1.8% |
| Bristol Myers Squibb Co | $4.51M | 1.8% |
| Realty Income Corp | $4.50M | 1.8% |
| iShares Tr | $4.46M | 1.8% |
| Truist Financial Corp | $4.46M | 1.8% |
| Lamar Advertising CO/NEW | $4.32M | 1.8% |
| Chevron Corp | $4.29M | 1.7% |
| PROCTER & GAMBLE Co | $4.28M | 1.7% |
| iShares Tr | $4.23M | 1.7% |
| Pepsico Inc | $4.02M | 1.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.