SW

Signature Wealth Management Group

13F
Signature Wealth Management Group
Last update 2025-04-17 113 Stocks (9 new)
Value $257.00 Mil Turnover 6 %
Countries:
Top Holdings: SO(4.36%)IBDQ(3.52%)IBDS(2.42%)IBDU(2.20%)IBDR(2.17%)
Summary Stock Picks Current Portfolio
Signature Wealth Management Gr... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SO
Southern Co
121,660
11,186.7
+1.32%
4.360
+0.06%
0.010
+5.97%
+13.24%
100,843.7
Utilities - Regulated
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
iShares iBonds Dec 2025 Term Corporate ETF
359,184
9,033.5
+0.80%
3.520
+0.03%
0.290
+1.29%
+2.27%
2,983.2
 
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
iShares iBonds Dec 2027 Term Corporate ETF
256,628
6,205.3
+0.35%
2.420
+0.01%
0.210
+1.69%
+3.03%
3,125.6
 
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
iShares iBonds Dec 2029 Term Corporate ETF
243,874
5,640.8
+2.01%
2.200
+0.04%
0.220
+2.70%
+4.07%
2,668.4
 
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
iShares iBonds Dec 2026 Term Corporate ETF
230,154
5,572.0
+1.06%
2.170
+0.02%
0.170
+1.44%
+2.55%
3,326.7
 
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
iShares iBonds Dec 2028 Term Corporate ETF
214,174
5,410.0
+1.84%
2.110
+0.04%
0.200
+2.26%
+3.85%
2,840.7
 
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
iShares iBonds Dec 2030 Term Corporate ETF
247,643
5,378.8
+2.95%
2.100
+0.06%
0.300
+3.06%
+4.51%
1,882.4
 
HD
The Home Depot Inc
14,335
5,253.6
-0.51%
2.050
-0.01%
0.000
+8.32%
-4.30%
365,775.3
Retail - Cyclical
ABBV
AbbVie Inc
24,779
5,191.6
-2.64%
2.020
-0.05%
0.000
+1.51%
+7.57%
331,430.2
Drug Manufacturers
WMB
Williams Companies Inc
84,666
5,059.7
-1.20%
1.970
-0.02%
0.010
+7.51%
+9.94%
71,404.5
Oil & Gas

Signature Wealth Management Group's Historical Top Holdings Breakdowns

Signature Wealth Management Group's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PEP
PepsiCo Inc
2025-03-31
New Buy
New Buy
+1.41%
●
142.64 ($148.84) 156.42
$134.45
-9.67%
New holding
24,168
24,168
ETR
Entergy Corp
2025-03-31
Reduce
Reduce
-0.93%
●
75.26 ($82.35) 87.89
$81.72
-0.77%
Reduce -45.45%
36,462
-30,383
SCHW
Charles Schwab Corp
2025-03-31
Reduce
Reduce
-0.63%
●
71.24 ($78.48) 83.64
$92.60
17.99%
Reduce -85.04%
3,737
-21,237
WING
Wingstop Inc
2025-03-31
New Buy
New Buy
+0.52%
●
207 ($260.1) 311.93
$325.40
25.11%
New holding
5,943
5,943
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
SPDR Portfolio S&P 500 High Dividend ETF
2025-03-31
Sold Out
Sold Out
-0.40%
●
42.18 ($43.96) 45.16
$43.14
-1.87%
Sold Out
0
-23,228
BK
Bank of New York Mellon Corp
2025-03-31
Reduce
Reduce
-0.33%
●
75.42 ($84.04) 88.95
$93.25
10.96%
Reduce -17.69%
49,126
-10,557
CGDG
Capital Group Dividend Growers ETF
2025-03-31
New Buy
New Buy
+0.26%
●
29.24 ($30.77) 31.45
$33.75
9.68%
New holding
21,250
21,250
HSY
The Hershey Co
2025-03-31
Add
Add
+0.23%
●
144.74 ($163.72) 186.36
$175.55
7.23%
Add 16.78%
23,944
3,441
PFE
Pfizer Inc
2025-03-31
Add
Add
+0.21%
●
25.01 ($26.17) 27.13
$25.24
-3.55%
Add 15.74%
153,511
20,873
IBM
International Business Machines Corp
International Business Machines Corp
2025-03-31
Reduce
Reduce
-0.14%
●
217.4 ($244.61) 264.74
$292.47
19.57%
Reduce -8.01%
18,512
-1,613

Signature Wealth Management Group Total Holding History ($B)

To

Signature Wealth Management Group's Asset Allocation

To

Signature Wealth Management Group Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Signature Wealth Management Group's Hypothetical Growth since 2025-03-31

Signature Wealth Management Group's Yearly Returns

Year Portfolio % % Excess Gain %

Signature Wealth Management Group's Holdings Heat Map

Size field:

Signature Wealth Management Group's Holdings Bubble Chart

Signature Wealth Management Group News

  • 1

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