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 |
|---|---|---|---|---|---|
| 101 | XOMEXXON MOBIL CORP | 2,843 | $306.5M | 0.12% | |
| 102 | ITANEA SERIES TRUST | 9,375 | $302.8M | 0.12% | |
| 103 | IAU*ISHARES GOLD TR | 4,806 | $299.7M | 0.12% | |
| 104 | VVISA INC | 801 | $284.4M | 0.11% | |
| 105 | SCHWSCHWAB CHARLES CORP | 3,062 | $279.4M | 0.11% | |
| 106 | MCDMCDONALDS CORP | 837 | $244.5M | 0.10% | |
| 107 | KRKROGER CO | 3,243 | $232.6M | 0.09% | |
| 108 | SDYSPDR SERIES TRUST | 1,680 | $228.0M | 0.09% | |
| 109 | SPYSPDR S&P 500 ETF TR | 365 | $225.5M | 0.09% | |
| 110 | ROLROLLINS INC | 3,970 | $224.0M | 0.09% | |
| 111 | FLVAMERICAN CENTY ETF TR | 3,185 | $222.3M | 0.09% | |
| 112 | AEPAMERICAN ELEC PWR CO INC | 2,105 | $218.4M | 0.09% | |
| 113 | IBITISHARES BITCOIN TRUST ETF | 3,494 | $213.9M | 0.08% | |
| 114 | NDQINVESCO QQQ TR | 375 | $206.9M | 0.08% | |
| 115 | ATOATMOS ENERGY CORP | 1,340 | $206.5M | 0.08% | |
| 116 | IAUI-80 GOLD CORP | 30,300 | $18.1M | 0.01% |
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