Signature Wealth Management Group Portfolio Holdings - 13F Filings | 13F Fund Database
Signature Wealth Management Group 13F Holdings
CIK 0001736666 · ATLANTA, GA
As of Sep 30, 2025, Signature Wealth Management Group reported
114 positions worth $257.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SOUTHERN CO | SO | Utilities | 120,022 |
|
1.4M4.41% |
| ISHARES IBONDS DEC 2025 TERM CORPORATE ETF | IBDQ | — | 364,471 | $9.2M | 3.56% |
| VANGUARD ULTRA-SHORT BOND ETF | VUSB | — | 149,140 | $7.5M | 2.89% |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | IBDS | — | 261,072 | $6.4M | 2.47% |
| MICROSOFT CORP | MSFT | Technology | 11,580 | $6.0M | 2.33% |
| ABBVIE INC | ABBV | Equity | 25,244 | $5.8M | 2.27% |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | IBDU | — | 246,922 | $5.8M | 2.25% |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | IBDR | — | 235,291 | $5.7M | 2.22% |
| HOME DEPOT INC | HD | Consumer Cyclical | 13,996 | $5.7M | 2.20% |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | IBDT | — | 220,294 | $5.6M | 2.18% |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | IBDV | — | 249,270 | $5.5M | 2.14% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 29,263 | $5.4M | 2.11% |
| WILLIAMS COMPANIES INC | WMB | Energy | 83,992 | $5.3M | 2.06% |
| VALERO ENERGY CORP | VLO | Energy | 30,207 | $5.1M | 2.00% |
| CISCO SYSTEMS INC | CSCO | Technology | 74,490 | $5.1M | 1.98% |
| REALTY INCOME CORP | O | Real Estate | 78,732 | $4.8M | 1.86% |
| AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | DIVO | — | 105,733 | $4.7M | 1.83% |
| HERSHEY CO | HSY | Consumer Defensive | 24,724 | $4.6M | 1.79% |
| ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | IBDW | — | 212,241 | $4.5M | 1.75% |
| CHEVRON CORP | CHV | Energy | 27,900 | $4.3M | 1.68% |
| ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | IBDX | — | 166,208 | $4.3M | 1.65% |
| TRUIST FINANCIAL CORP | TFC | Financial Services | 91,279 | $4.2M | 1.62% |
| KIMBERLY CLARK CORP | KMB | Consumer Defensive | 32,861 | $4.1M | 1.59% |
| LAMAR ADVERTISING CO | LAMR | Real Estate | 33,314 | $4.1M | 1.58% |
| PFIZER INC | PFE | Healthcare | 159,489 | $4.1M | 1.58% |