Signature Wealth Management Group Q2 2025 Filing
Filed August 1, 2025
Portfolio Value
$253.4B
Holdings
116
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (116 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SOSOUTHERN CO | 121,009 | $11.1B | 4.38% | |
| 2 | IBDQISHARES TR | 364,816 | $9.2B | 3.62% | |
| 3 | IBDSISHARES TR | 260,900 | $6.3B | 2.50% | |
| 4 | MSFTMICROSOFT CORP | 11,670 | $5.8B | 2.29% | |
| 5 | IBDUISHARES TR | 246,678 | $5.8B | 2.27% | |
| 6 | IBDRISHARES TR | 235,185 | $5.7B | 2.25% | |
| 7 | IBDTISHARES TR | 217,327 | $5.5B | 2.18% | |
| 8 | IBDVISHARES TR | 250,078 | $5.5B | 2.17% | |
| 9 | IBMINTERNATIONAL BUSINESS MACHS | 18,033 | $5.3B | 2.10% | |
| 10 | CSCOCISCO SYS INC | 76,201 | $5.3B | 2.09% | |
| 11 | WMBWILLIAMS COS INC | 82,573 | $5.2B | 2.05% | |
| 12 | HDHOME DEPOT INC | 14,059 | $5.2B | 2.03% | |
| 13 | ABBVABBVIE INC | 25,009 | $4.6B | 1.83% | |
| 14 | DIVOAMPLIFY ETF TR | 105,922 | $4.5B | 1.78% | |
| 15 | TIPISHARES TR | 40,504 | $4.5B | 1.76% | |
| 16 | OREALTY INCOME CORP | 77,042 | $4.4B | 1.75% | |
| 17 | JNJJOHNSON & JOHNSON | 29,039 | $4.4B | 1.75% | |
| 18 | PAYXPAYCHEX INC | 30,383 | $4.4B | 1.74% | |
| 19 | IBDWISHARES TR | 209,991 | $4.4B | 1.74% | |
| 20 | VUSBVANGUARD BD INDEX FDS | 86,959 | $4.3B | 1.71% | |
| 21 | KMBKIMBERLY-CLARK CORP | 32,151 | $4.1B | 1.64% | |
| 22 | HSYHERSHEY CO | 24,902 | $4.1B | 1.63% | |
| 23 | LAMRLAMAR ADVERTISING CO NEW | 32,735 | $4.0B | 1.57% | |
| 24 | TXNTEXAS INSTRS INC | 19,047 | $4.0B | 1.56% | |
| 25 | IBDXISHARES TR | 155,922 | $3.9B | 1.56% | |
| 26 | GLPIGAMING & LEISURE PPTYS INC | 83,756 | $3.9B | 1.54% | |
| 27 | CVXCHEVRON CORP NEW | 26,829 | $3.8B | 1.52% | |
| 28 | TFCTRUIST FINL CORP | 88,973 | $3.8B | 1.51% | |
| 29 | PFEPFIZER INC | 152,598 | $3.7B | 1.46% | |
| 30 | BMYBRISTOL-MYERS SQUIBB CO | 75,650 | $3.5B | 1.38% | |
| 31 | PEPPEPSICO INC | 25,601 | $3.4B | 1.33% | |
| 32 | VLOVALERO ENERGY CORP | 23,191 | $3.1B | 1.23% | |
| 33 | FLOFLOWERS FOODS INC | 186,072 | $3.0B | 1.17% | |
| 34 | DYHTARGET CORP | 29,413 | $2.9B | 1.14% | |
| 35 | UPSUNITED PARCEL SERVICE INC | 28,500 | $2.9B | 1.14% | |
| 36 | AXPAMERICAN EXPRESS CO | 8,795 | $2.8B | 1.11% | |
| 37 | NVDANVIDIA CORPORATION | 17,366 | $2.7B | 1.08% | |
| 38 | GISGENERAL MLS INC | 52,414 | $2.7B | 1.07% | |
| 39 | TLTISHARES TR | 29,002 | $2.6B | 1.01% | |
| 40 | INTUINTUIT | 3,219 | $2.5B | 1.00% | |
| 41 | CRWDCROWDSTRIKE HLDGS INC | 4,945 | $2.5B | 0.99% | |
| 42 | WSMWILLIAMS SONOMA INC | 15,342 | $2.5B | 0.99% | |
| 43 | BLKBLACKROCK INC | 2,352 | $2.5B | 0.97% | |
| 44 | IBDYISHARES TR | 88,337 | $2.3B | 0.90% | |
| 45 | DEDEERE & CO | 4,413 | $2.2B | 0.89% | |
| 46 | AAPLAPPLE INC | 10,604 | $2.2B | 0.86% | |
| 47 | BABINVESCO EXCH TRADED FD TR II | 78,800 | $2.1B | 0.82% | |
| 48 | TSCOTRACTOR SUPPLY CO | 38,858 | $2.1B | 0.81% | |
| 49 | GOOGALPHABET INC | 11,402 | $2.0B | 0.80% | |
| 50 | NOWSERVICENOW INC | 1,957 | $2.0B | 0.79% | |
| 51 | TTTRANE TECHNOLOGIES PLC | 4,499 | $2.0B | 0.78% | |
| 52 | BITBBITWISE BITCOIN ETF TR | 33,362 | $2.0B | 0.77% | |
| 53 | CRMSALESFORCE INC | 7,127 | $1.9B | 0.77% | |
| 54 | FISVFISERV INC | 11,250 | $1.9B | 0.77% | |
| 55 | TSLATESLA INC | 5,971 | $1.9B | 0.75% | |
| 56 | VRTXVERTEX PHARMACEUTICALS INC | 4,244 | $1.9B | 0.75% | |
| 57 | FIXDFIRST TR EXCHNG TRADED FD VI | 42,512 | $1.9B | 0.74% | |
| 58 | KBHKB HOME | 33,380 | $1.8B | 0.70% | |
| 59 | ZTSZOETIS INC | 10,306 | $1.6B | 0.63% | |
| 60 | TJXTJX COS INC NEW | 12,690 | $1.6B | 0.62% | |
| 61 | KNSLKINSALE CAP GROUP INC | 3,220 | $1.6B | 0.61% | |
| 62 | IBMOISHARES TR | 59,477 | $1.5B | 0.60% | |
| 63 | IAUISHARES TR | 55,804 | $1.5B | 0.59% | |
| 64 | AMZNAMAZON COM INC | 6,427 | $1.4B | 0.56% | |
| 65 | PFXFVANECK ETF TRUST | 78,984 | $1.4B | 0.53% | |
| 66 | SNASNAP ON INC | 4,266 | $1.3B | 0.52% | |
| 67 | IBMPISHARES TR | 51,912 | $1.3B | 0.52% | |
| 68 | LNGCHENIERE ENERGY INC | 5,137 | $1.3B | 0.49% | |
| 69 | CGXUCAPITAL GROUP INTL FOCUS EQT | 46,001 | $1.2B | 0.49% | |
| 70 | IBMQISHARES TR | 47,520 | $1.2B | 0.48% | |
| 71 | KOCOCA COLA CO | 16,612 | $1.2B | 0.46% | |
| 72 | WMTWALMART INC | 9,695 | $948.0M | 0.37% | |
| 73 | RJFRAYMOND JAMES FINL INC | 5,365 | $822.8M | 0.32% | |
| 74 | IBMRISHARES TR | 31,576 | $796.7M | 0.31% | |
| 75 | VOOVANGUARD INDEX FDS | 1,300 | $738.4M | 0.29% | |
| 76 | FMBFIRST TR EXCH TRADED FD III | 13,632 | $679.1M | 0.27% | |
| 77 | CGGRCAPITAL GROUP GROWTH ETF | 16,339 | $664.2M | 0.26% | |
| 78 | AQLTISHARES TR | 26,988 | $630.4M | 0.25% | |
| 79 | IBTGISHARES TR | 26,797 | $614.5M | 0.24% | |
| 80 | CGGOCAPITAL GROUP GBL GROWTH EQT | 19,192 | $613.6M | 0.24% | |
| 81 | JPMJPMORGAN CHASE & CO. | 2,062 | $597.9M | 0.24% | |
| 82 | CGDGCAPITAL GROUP DIVIDEND GROWE | 16,746 | $563.2M | 0.22% | |
| 83 | LLYELI LILLY & CO | 715 | $557.4M | 0.22% | |
| 84 | IBTHISHARES TR | 23,461 | $527.6M | 0.21% | |
| 85 | IBTIISHARES TR | 22,943 | $513.0M | 0.20% | |
| 86 | IBMSISHARES TR | 22,790 | $499.6M | 0.20% | |
| 87 | CGDGCAPITAL GROUP DIVIDEND VALUE | 12,632 | $498.8M | 0.20% | |
| 88 | ETRENTERGY CORP NEW | 5,743 | $477.3M | 0.19% | |
| 89 | ADPAUTOMATIC DATA PROCESSING IN | 1,450 | $447.2M | 0.18% | |
| 90 | DFUSDIMENSIONAL ETF TRUST | 6,194 | $415.1M | 0.16% | |
| 91 | AMGNAMGEN INC | 1,461 | $408.0M | 0.16% | |
| 92 | SPYDSPDR SERIES TRUST | 9,083 | $385.5M | 0.15% | |
| 93 | IBMSISHARES TR | 13,772 | $353.4M | 0.14% | |
| 94 | JIREJ P MORGAN EXCHANGE TRADED F | 4,989 | $353.1M | 0.14% | |
| 95 | PGPROCTER AND GAMBLE CO | 2,119 | $337.6M | 0.13% | |
| 96 | LMTLOCKHEED MARTIN CORP | 726 | $336.3M | 0.13% | |
| 97 | BRK/BBERKSHIRE HATHAWAY INC DEL | 659 | $320.1M | 0.13% | |
| 98 | ABTABBOTT LABS | 2,320 | $315.5M | 0.12% | |
| 99 | DFASDIMENSIONAL ETF TRUST | 4,952 | $315.5M | 0.12% | |
| 100 | NEENEXTERA ENERGY INC | 4,453 | $309.1M | 0.12% |
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