The Analysis of Signature Wealth Management Group's Holdings
Currently, Signature Wealth Management Group holds 106 types of securities in its portfolio with a total value $245.3M. In the most recent quarter, they have increased their positions in PG (+27.9K shares, valued at $4.0M), AMZN (+10.9K shares, valued at $2.5M), NOW (+8.3K shares, valued at $1.3M); decreased their positions in CSCO (-4.6K shares, valued at $352.9K), AXP (-861 shares, valued at $318.5K), ABBV (-1.2K shares, valued at $276.5K); initiated new positions in PODD (+1.7K shares, valued at $493.2K), ARKB (+10.7K shares, valued at $309.9K), AVUS (+2.4K shares, valued at $273.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SO SOUTHERN CO121.1K shares0.93%2025-12-312026-01-15
VUSB VANGUARD BD INDEX FDS143.9K shares-3.54%2025-12-312026-01-15 IBDS ISHARES TR260.3K shares-0.29%2025-12-312026-01-15 JNJ JOHNSON & JOHNSON28.0K shares-4.26%2025-12-312026-01-15 IBDU ISHARES TR246.1K shares-0.34%2025-12-312026-01-15 MSFT MICROSOFT CORP11.8K shares2.12%2025-12-312026-01-15 IBDR ISHARES TR234.8K shares-0.23%2025-12-312026-01-15 IBDT ISHARES TR220.1K shares-0.11%2025-12-312026-01-15 ABBV ABBVIE INC24.0K shares-4.79%2025-12-312026-01-15 IBDV ISHARES TR248.4K shares-0.36%2025-12-312026-01-15 CSCO CISCO SYS INC69.9K shares-6.15%2025-12-312026-01-15 WMB WILLIAMS COS INC84.5K shares0.60%2025-12-312026-01-15 HD HOME DEPOT INC14.0K shares-0.27%2025-12-312026-01-15 VLO VALERO ENERGY CORP29.2K shares-3.37%2025-12-312026-01-15 DIVO AMPLIFY ETF TR106.1K shares0.38%2025-12-312026-01-15 HSY HERSHEY CO24.9K shares0.60%2025-12-312026-01-15 BMY BRISTOL-MYERS SQUIBB CO83.5K shares2.24%2025-12-312026-01-15 O REALTY INCOME CORP79.9K shares1.51%2025-12-312026-01-15 IBDW ISHARES TR211.1K shares-0.53%2025-12-312026-01-15 TFC TRUIST FINL CORP90.6K shares-0.74%2025-12-312026-01-15 LAMR LAMAR ADVERTISING CO NEW34.2K shares2.51%2025-12-312026-01-15 CVX CHEVRON CORP NEW28.2K shares0.94%2025-12-312026-01-15 PG PROCTER AND GAMBLE CO29.8K shares1424.43%2025-12-312026-01-15 IBDX ISHARES TR165.7K shares-0.29%2025-12-312026-01-15 PEP PEPSICO INC28.0K shares0.66%2025-12-312026-01-15 AMZN AMAZON COM INC17.4K shares169.63%2025-12-312026-01-15 PFE PFIZER INC159.6K shares0.09%2025-12-312026-01-15 GLPI GAMING & LEISURE PPTYS INC87.7K shares1.88%2025-12-312026-01-15 PAYX PAYCHEX INC33.0K shares3.38%2025-12-312026-01-15 ALPHABET INC ALPHABET INC11.3K shares-0.53%2025-12-312026-01-15 KMB KIMBERLY-CLARK CORP33.7K shares2.48%2025-12-312026-01-15 NVDA NVIDIA CORPORATION18.2K shares5.75%2025-12-312026-01-15 TXN TEXAS INSTRS INC19.2K shares0.25%2025-12-312026-01-15 TGT TARGET CORP32.7K shares7.34%2025-12-312026-01-15 UPS UNITED PARCEL SERVICE INC32.0K shares10.38%2025-12-312026-01-15 AAPL APPLE INC11.0K shares3.30%2025-12-312026-01-15 AXP AMERICAN EXPRESS CO7.9K shares-9.88%2025-12-312026-01-15 GIS GENERAL MLS INC61.4K shares3.79%2025-12-312026-01-15 IBDY ISHARES TR104.9K shares0.04%2025-12-312026-01-15 WSM WILLIAMS SONOMA INC15.0K shares-1.21%2025-12-312026-01-15 TSLA TESLA INC5.9K shares-1.03%2025-12-312026-01-15 TLT ISHARES TR29.2K shares0.99%2025-12-312026-01-15 IBM INTERNATIONAL BUSINESS MACHS8.4K shares-0.37%2025-12-312026-01-15 CRWD CROWDSTRIKE HLDGS INC5.0K shares-0.22%2025-12-312026-01-15 BAB INVESCO EXCH TRADED FD TR II80.7K shares-0.78%2025-12-312026-01-15 INTU INTUIT3.3K shares3.06%2025-12-312026-01-15 DE DEERE & CO4.3K shares-0.78%2025-12-312026-01-15 VRTX VERTEX PHARMACEUTICALS INC4.3K shares5.18%2025-12-312026-01-15 TSCO TRACTOR SUPPLY CO38.1K shares-0.15%2025-12-312026-01-15 TJX TJX COS INC NEW12.3K shares-1.65%2025-12-312026-01-15 CRM SALESFORCE INC7.1K shares0.95%2025-12-312026-01-15 KBH KB HOME32.6K shares-0.15%2025-12-312026-01-15 TT TRANE TECHNOLOGIES PLC4.5K shares1.80%2025-12-312026-01-15 BITB BITWISE BITCOIN ETF TR35.4K shares7.52%2025-12-312026-01-15 NOW SERVICENOW INC10.3K shares418.37%2025-12-312026-01-15 SNA SNAP ON INC4.5K shares-0.45%2025-12-312026-01-15 IBMO ISHARES TR57.6K shares-2.97%2025-12-312026-01-15 PFXF VANECK ETF TRUST79.1K shares-0.38%2025-12-312026-01-15 CGXU CAPITAL GROUP INTL FOCUS EQT46.1K shares-0.73%2025-12-312026-01-15 IBMP ISHARES TR51.1K shares-2.45%2025-12-312026-01-15 IBMQ ISHARES TR46.1K shares-1.90%2025-12-312026-01-15 ZTS ZOETIS INC9.0K shares-10.78%2025-12-312026-01-15 KO COCA COLA CO15.6K shares-5.75%2025-12-312026-01-15 LNG CHENIERE ENERGY INC5.0K shares-1.04%2025-12-312026-01-15 RJF RAYMOND JAMES FINL INC5.4K shares0.93%2025-12-312026-01-15 WMT WALMART INC7.5K shares-6.41%2025-12-312026-01-15 SPOT SPOTIFY TECHNOLOGY S A1.4K shares3.95%2025-12-312026-01-15 IBMR ISHARES TR31.8K shares0.74%2025-12-312026-01-15 LLY ELI LILLY & CO715 shares0.00%2025-12-312026-01-15 CGGR CAPITAL GROUP GROWTH ETF16.3K shares0.00%2025-12-312026-01-15 CGGO CAPITAL GROUP GBL GROWTH EQT19.7K shares2.03%2025-12-312026-01-15 JPM JPMORGAN CHASE & CO.2.1K shares0.00%2025-12-312026-01-15 CGDG CAPITAL GROUP DIVIDEND GROWE18.1K shares0.00%2025-12-312026-01-15 FMB FIRST TR EXCH TRADED FD III12.2K shares-2.78%2025-12-312026-01-15 CGDV CAPITAL GROUP DIVIDEND VALUE13.0K shares-0.35%2025-12-312026-01-15 DFUS DIMENSIONAL ETF TRUST7.3K shares9.50%2025-12-312026-01-15 ETR ENTERGY CORP NEW5.5K shares-0.67%2025-12-312026-01-15 PODD INSULET CORP1.7K sharesnew addition2025-12-312026-01-15 IBTG ISHARES TR21.0K shares0.00%2025-12-312026-01-15 AMGN AMGEN INC1.5K shares0.00%2025-12-312026-01-15 JIRE J P MORGAN EXCHANGE TRADED F5.3K shares2.29%2025-12-312026-01-15 IBTH ISHARES TR17.5K shares0.00%2025-12-312026-01-15 SPYD SPDR SERIES TRUST9.1K shares0.00%2025-12-312026-01-15 ITAN EA SERIES TRUST10.5K shares-0.28%2025-12-312026-01-15 IBTI ISHARES TR16.9K shares0.00%2025-12-312026-01-15 IBTJ ISHARES TR16.7K shares0.00%2025-12-312026-01-15 IBMS ISHARES TR13.7K shares0.00%2025-12-312026-01-15 XOM EXXON MOBIL CORP2.8K shares0.00%2025-12-312026-01-15 DFAS DIMENSIONAL ETF TRUST4.9K shares-2.30%2025-12-312026-01-15 ARKB ARK 21SHARES BITCOIN ETF10.7K sharesnew addition2025-12-312026-01-15 SCHW SCHWAB CHARLES CORP3.0K shares-3.25%2025-12-312026-01-15 AVUS AMERICAN CENTY ETF TR2.4K sharesnew addition2025-12-312026-01-15 IBIT ISHARES BITCOIN TRUST ETF5.3K shares52.90%2025-12-312026-01-15 ADP AUTOMATIC DATA PROCESSING IN1.0K shares-28.17%2025-12-312026-01-15 FLV AMERICAN CENTY ETF TR3.4K shares-2.01%2025-12-312026-01-15 ALPHABET INC ALPHABET INC827 sharesnew addition2025-12-312026-01-15 SPY SPDR S&P 500 ETF TR365 shares0.00%2025-12-312026-01-15 SDY SPDR SERIES TRUST1.7K shares0.00%2025-12-312026-01-15 INVESCO QQQ TR INVESCO QQQ TR375 sharesnew addition2025-12-312026-01-15 MCD MCDONALDS CORP740 shares-7.62%2025-12-312026-01-15 BROADCOM INC BROADCOM INC601 sharesnew addition2025-12-312026-01-15 IAUX I-80 GOLD CORP30.3K shares0.00%2025-12-312026-01-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available