Signature Wealth Management Group Top Holdings and 13F Report (2025) About Signature Wealth Management GroupInvestment ActivitySignature Wealth Management Group has $256.61 million in total holdings as of March 31, 2025.Signature Wealth Management Group owns shares of 113 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 5.64% of the portfolio was purchased this quarter.About 3.05% of the portfolio was sold this quarter.This quarter, Signature Wealth Management Group has purchased 106 new stocks and bought additional shares in 71 stocks.Signature Wealth Management Group sold shares of 30 stocks and completely divested from 2 stocks this quarter.Largest Holdings Southern $11,186,670iShares iBonds Dec 2025 Term Corporate ETF $9,033,466iShares iBonds Dec 2027 Term Corporate ETF $6,205,254iShares iBonds Dec 2029 Term Corporate ETF $5,640,810iShares iBonds Dec 2026 Term Corporate ETF $5,572,022 Largest New Holdings this Quarter 713448108 - PepsiCo $3,623,711 Holding974155103 - Wingstop $1,340,673 Holding14021L109 - CAPITAL GROUP DIVIDEND GROWE $656,625 Holding46641Q134 - JPMorgan International Research Enhanced Equity ETF $316,370 Holding65339F101 - NextEra Energy $304,543 Holding Largest Purchases this Quarter PepsiCo 24,168 shares (about $3.62M)Wingstop 5,943 shares (about $1.34M)CAPITAL GROUP DIVIDEND GROWE 21,250 shares (about $656.63K)Hershey 3,441 shares (about $588.51K)Pfizer 20,873 shares (about $528.92K) Largest Sales this Quarter Entergy 30,383 shares (about $2.60M)Charles Schwab 21,237 shares (about $1.66M)Bank of New York Mellon 10,557 shares (about $885.41K)International Business Machines 1,613 shares (about $401.09K)Merck & Co., Inc. 1,760 shares (about $157.99K) 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$11,186,670$145,833 ▲1.3%121,6604.4%UtilitiesIBDQiShares iBonds Dec 2025 Term Corporate ETF$9,033,466$71,527 ▲0.8%359,1843.5%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$6,205,254$21,907 ▲0.4%256,6282.4%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$5,640,810$111,348 ▲2.0%243,8742.2%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$5,572,022$58,370 ▲1.1%230,1542.2%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$5,410,037$97,807 ▲1.8%214,1742.1%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$5,378,797$154,190 ▲3.0%247,6432.1%ETFHDHome Depot$5,253,580$27,120 ▼-0.5%14,3352.0%Retail/WholesaleABBVAbbVie$5,191,653$141,006 ▼-2.6%24,7792.0%MedicalWMBWilliams Companies$5,059,669$61,195 ▼-1.2%84,6662.0%EnergyJNJJohnson & Johnson$4,747,383$126,371 ▲2.7%28,6261.9%MedicalPAYXPaychex$4,717,970$104,600 ▼-2.2%30,5811.8%Business ServicesCSCOCisco Systems$4,682,326$76,397 ▼-1.6%75,8761.8%Computer and TechnologyIBMInternational Business Machines$4,603,193$401,088 ▼-8.0%18,5121.8%Computer and TechnologyBMYBristol-Myers Squibb$4,584,129$71,907 ▲1.6%75,1621.8%MedicalKMBKimberly-Clark$4,566,853$85,475 ▲1.9%32,1111.8%Consumer StaplesCVXChevron$4,490,259$33,124 ▲0.7%26,8411.7%EnergyTIPiShares TIPS Bond ETF$4,480,682$667 ▲0.0%40,3341.7%ETFORealty Income$4,418,442$127,622 ▲3.0%76,1671.7%FinanceMSFTMicrosoft$4,403,633$41,292 ▼-0.9%11,7311.7%Computer and TechnologyDIVOAmplify YieldShares CWP Dividend & Option Income ETF$4,356,389$16,063 ▼-0.4%106,8531.7%ETFVUSBVanguard Ultra-Short Bond ETF$4,290,597$87,446 ▲2.1%86,0611.7%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$4,282,322$280,353 ▲7.0%206,3771.7%ETFGLPIGaming and Leisure Properties$4,224,593$88,311 ▲2.1%82,9981.6%FinanceBKBank of New York Mellon$4,120,173$885,410 ▼-17.7%49,1261.6%FinanceHSYHershey$4,095,116$588,510 ▲16.8%23,9441.6%Consumer StaplesPFEPfizer$3,889,957$528,920 ▲15.7%153,5111.5%MedicalIBDXiShares iBonds Dec 2032 Term Corporate ETF$3,792,369$128,774 ▲3.5%151,7551.5%ETFTFCTruist Financial$3,683,674$56,046 ▲1.5%89,5181.4%FinanceLAMRLamar Advertising$3,667,236$115,600 ▲3.3%32,2311.4%FinancePEPPepsiCo$3,623,711$3,623,711 ▲New Holding24,1681.4%Consumer StaplesFLOFlowers Foods$3,591,197$272,907 ▲8.2%188,9111.4%Consumer StaplesTXNTexas Instruments$3,303,981$539 ▲0.0%18,3861.3%Computer and TechnologyGISGeneral Mills$3,141,191$284,720 ▲10.0%52,5371.2%Consumer StaplesETREntergy$3,117,103$2,597,415 ▼-45.5%36,4621.2%UtilitiesUPSUnited Parcel Service$3,078,219$196,775 ▲6.8%27,9861.2%TransportationTGTTarget$2,977,115$338,444 ▲12.8%28,5271.2%Retail/WholesaleTLTiShares 20+ Year Treasury Bond ETF$2,558,994$58,713 ▲2.3%28,1121.0%ETFFIFiserv$2,433,988$92,528 ▼-3.7%11,0220.9%Business ServicesAXPAmerican Express$2,394,958$22,868 ▼-0.9%8,9020.9%FinanceWSMWilliams-Sonoma$2,392,982$12,016 ▼-0.5%15,1360.9%Retail/WholesaleAAPLApple$2,338,227$269,009 ▲13.0%10,5260.9%Computer and TechnologyBLACKROCK INC$2,221,556$32,183 ▲1.5%2,3470.9%COMIBDYiShares iBonds Dec 2033 Term Corporate ETF$2,210,228$156,632 ▲7.6%86,4720.9%ETFDEDeere & Company$2,168,634$72,272 ▲3.4%4,6210.8%IndustrialsDOWDOW$2,142,261$7,019 ▼-0.3%61,3480.8%Basic MaterialsTSCOTractor Supply$2,087,688$31,958 ▲1.6%37,8890.8%Retail/WholesaleUNHUnitedHealth Group$2,055,247$104,753 ▲5.4%3,9240.8%MedicalVRTXVertex Pharmaceuticals$2,044,971$69,329 ▲3.5%4,2180.8%MedicalBABInvesco Taxable Municipal Bond ETF$2,013,329$32,283 ▼-1.6%75,4620.8%ETFINTUIntuit$1,962,917$82,274 ▲4.4%3,1970.8%Computer and TechnologyNVDANVIDIA$1,907,236$21,350 ▼-1.1%17,5980.7%Computer and TechnologyCRMSalesforce$1,906,159$71,384 ▲3.9%7,1030.7%Computer and TechnologyKBHKB Home$1,893,173$183,308 ▲10.7%32,5740.7%ConstructionFIXDFirst Trust TCW Opportunistic Fixed Income ETF$1,891,301$10,390 ▲0.6%43,1410.7%ManufacturingGOOGAlphabet$1,779,657$68,743 ▲4.0%11,3910.7%Computer and TechnologyCRWDCrowdStrike$1,771,715$14,808 ▲0.8%5,0250.7%Computer and TechnologyZTSZoetis$1,731,398$164,150 ▲10.5%10,5160.7%MedicalTSLATesla$1,582,172$113,253 ▲7.7%6,1050.6%Auto/Tires/TrucksTJXTJX Companies$1,537,965$17,905 ▲1.2%12,6270.6%Retail/WholesaleTTTrane Technologies$1,536,474$57,281 ▲3.9%4,5600.6%ConstructionNOWServiceNow$1,529,598$93,161 ▲6.5%1,9210.6%Computer and TechnologyNXPINXP Semiconductors$1,521,501$99,786 ▲7.0%8,0050.6%Computer and TechnologyIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$1,500,184$11,732 ▼-0.8%58,6930.6%ETFBITWISE BITCOIN ETF TR$1,475,249$117,945 ▲8.7%32,8710.6%SHS BEN INTIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$1,473,122$11,716 ▼-0.8%55,0700.6%ETFSNASnap-on$1,427,165$24,263 ▼-1.7%4,2350.6%Consumer DiscretionaryWINGWingstop$1,340,673$1,340,673 ▲New Holding5,9430.5%Retail/WholesaleIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$1,302,075$25,154 ▲2.0%51,5060.5%ETFPFXFVanEck Preferred Securities ex Financials ETF$1,300,642$1,240 ▼-0.1%77,6040.5%ETFKOCoca-Cola$1,189,107$30,009 ▲2.6%16,6030.5%Consumer StaplesCHENIERE ENERGY INC$1,186,494$28,465 ▲2.5%5,1270.5%COM NEWIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$1,178,676$16,894 ▼-1.4%46,6060.5%ETFCGXUCapital Group International Focus Equity ETF$1,113,400$10,037 ▲0.9%45,4820.4%ETFADBEAdobe$1,022,107$173,739 ▲20.5%2,6650.4%Computer and TechnologyWMTWalmart$843,574$17,207 ▼-2.0%9,6090.3%Retail/WholesaleRJFRaymond James$773,034$16,669 ▲2.2%5,5650.3%FinanceFMBFirst Trust Managed Municipal ETF$753,358$78,356 ▼-9.4%14,9410.3%ManufacturingIBMRiShares iBonds Dec 2029 Term Muni Bond ETF$739,968$50,957 ▲7.4%29,5510.3%ETFVOOVanguard S&P 500 ETF$660,382$15,931 ▲2.5%1,2850.3%ETFCAPITAL GROUP DIVIDEND GROWE$656,625$656,625 ▲New Holding21,2500.3%SHS ETFIBTFiShares iBonds Dec 2025 Term Treasury ETF$632,813$103,108 ▲19.5%27,0780.2%ManufacturingIBTGiShares iBonds Dec 2026 Term Treasury ETF$622,729$191,985 ▲44.6%27,1460.2%ManufacturingLLYEli Lilly and Company$590,5260.0%7150.2%MedicalAMGNAmgen$560,233$623 ▲0.1%1,7980.2%MedicalCGGRCapital Group Growth ETF$547,041$22,742 ▼-4.0%15,9720.2%ETFJPMJPMorgan Chase & Co.$542,864$21,096 ▼-3.7%2,2130.2%FinanceIBTHiShares iBonds Dec 2027 Term Treasury ETF$535,008$103,872 ▲24.1%23,8630.2%ManufacturingCGGOCapital Group Global Growth Equity ETF$522,264$21,163 ▲4.2%18,4350.2%ETFIBTJiShares iBonds Dec 2029 Term Treasury ETF$520,477$98,770 ▲23.4%23,9080.2%ManufacturingIBTIiShares iBonds Dec 2028 Term Treasury ETF$517,669$117,792 ▲29.5%23,2660.2%ManufacturingCGDVCapital Group Dividend Value ETF$435,735$23,772 ▲5.8%12,2260.2%ETFADPAutomatic Data Processing$432,936$26,276 ▲6.5%1,4170.2%Business ServicesPGProcter & Gamble$360,438$29,483 ▲8.9%2,1150.1%Consumer StaplesBRK.BBerkshire Hathaway$350,438$23,434 ▲7.2%6580.1%FinanceDFUSDimensional U.S. Equity ETF$348,614$156,707 ▲81.7%5,7640.1%ETFDFASDimensional U.S. Small Cap ETF$340,037$32,325 ▼-8.7%5,6910.1%ETFXOMExxon Mobil$338,1180.0%2,8430.1%EnergyISHARES TR$333,172$24,740 ▲8.0%13,1170.1%IBONDS DEC 2030LMTLockheed Martin$320,779$20,998 ▲7.0%7180.1%AerospaceShowing 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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