Signature Wealth Management Group Q4 2025 Filing
Filed January 15, 2026
Portfolio Value
$245.3M
Holdings
106
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (106 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SOSOUTHERN CO | 121,142 | $10.6M | 4.31% | |
| 2 | VUSBVANGUARD BD INDEX FDS | 143,856 | $7.2M | 2.92% | |
| 3 | IBDSISHARES TR | 260,324 | $6.3M | 2.58% | |
| 4 | JNJJOHNSON & JOHNSON | 28,017 | $5.8M | 2.36% | |
| 5 | IBDUISHARES TR | 246,077 | $5.8M | 2.35% | |
| 6 | MSFTMICROSOFT CORP | 11,826 | $5.7M | 2.33% | |
| 7 | IBDRISHARES TR | 234,755 | $5.7M | 2.32% | |
| 8 | IBDTISHARES TR | 220,059 | $5.6M | 2.28% | |
| 9 | ABBVABBVIE INC | 24,034 | $5.5M | 2.24% | |
| 10 | IBDVISHARES TR | 248,375 | $5.5M | 2.23% | |
| 11 | CSCOCISCO SYS INC | 69,909 | $5.4M | 2.20% | |
| 12 | WMBWILLIAMS COS INC | 84,498 | $5.1M | 2.07% | |
| 13 | HDHOME DEPOT INC | 13,958 | $4.8M | 1.96% | |
| 14 | VLOVALERO ENERGY CORP | 29,189 | $4.8M | 1.94% | |
| 15 | DIVOAMPLIFY ETF TR | 106,133 | $4.7M | 1.93% | |
| 16 | HSYHERSHEY CO | 24,873 | $4.5M | 1.85% | |
| 17 | BMYBRISTOL-MYERS SQUIBB CO | 83,525 | $4.5M | 1.84% | |
| 18 | OREALTY INCOME CORP | 79,917 | $4.5M | 1.84% | |
| 19 | IBDWISHARES TR | 211,111 | $4.5M | 1.82% | |
| 20 | TFCTRUIST FINL CORP | 90,600 | $4.5M | 1.82% | |
| 21 | LAMRLAMAR ADVERTISING CO NEW | 34,151 | $4.3M | 1.76% | |
| 22 | CVXCHEVRON CORP NEW | 28,162 | $4.3M | 1.75% | |
| 23 | PGPROCTER AND GAMBLE CO | 29,833 | $4.3M | 1.74% | |
| 24 | IBDXISHARES TR | 165,719 | $4.2M | 1.72% | |
| 25 | PEPPEPSICO INC | 28,009 | $4.0M | 1.64% | |
| 26 | AMZNAMAZON COM INC | 17,364 | $4.0M | 1.63% | |
| 27 | PFEPFIZER INC | 159,640 | $4.0M | 1.62% | |
| 28 | GLPIGAMING & LEISURE PPTYS INC | 87,697 | $3.9M | 1.60% | |
| 29 | PAYXPAYCHEX INC | 33,005 | $3.7M | 1.51% | |
| 30 | GOOGALPHABET INC | 11,253 | $3.5M | 1.44% | |
| 31 | KMBKIMBERLY-CLARK CORP | 33,677 | $3.4M | 1.38% | |
| 32 | NVDANVIDIA CORPORATION | 18,210 | $3.4M | 1.38% | |
| 33 | TXNTEXAS INSTRS INC | 19,191 | $3.3M | 1.36% | |
| 34 | DYHTARGET CORP | 32,702 | $3.2M | 1.30% | |
| 35 | UPSUNITED PARCEL SERVICE INC | 32,030 | $3.2M | 1.30% | |
| 36 | AAPLAPPLE INC | 11,015 | $3.0M | 1.22% | |
| 37 | AXPAMERICAN EXPRESS CO | 7,855 | $2.9M | 1.18% | |
| 38 | GISGENERAL MLS INC | 61,356 | $2.9M | 1.16% | |
| 39 | IBDYISHARES TR | 104,858 | $2.7M | 1.12% | |
| 40 | WSMWILLIAMS SONOMA INC | 14,998 | $2.7M | 1.09% | |
| 41 | TSLATESLA INC | 5,870 | $2.6M | 1.08% | |
| 42 | TLTISHARES TR | 29,243 | $2.5M | 1.04% | |
| 43 | IBMINTERNATIONAL BUSINESS MACHS | 8,440 | $2.5M | 1.02% | |
| 44 | BLKBLACKROCK INC | 2,304 | $2.5M | 1.01% | |
| 45 | CRWDCROWDSTRIKE HLDGS INC | 4,998 | $2.3M | 0.95% | |
| 46 | BABINVESCO EXCH TRADED FD TR II | 80,748 | $2.2M | 0.90% | |
| 47 | INTUINTUIT | 3,264 | $2.2M | 0.88% | |
| 48 | DEDEERE & CO | 4,306 | $2.0M | 0.82% | |
| 49 | VRTXVERTEX PHARMACEUTICALS INC | 4,324 | $2.0M | 0.80% | |
| 50 | TSCOTRACTOR SUPPLY CO | 38,126 | $1.9M | 0.78% | |
| 51 | TJXTJX COS INC NEW | 12,313 | $1.9M | 0.77% | |
| 52 | CRMSALESFORCE INC | 7,122 | $1.9M | 0.77% | |
| 53 | KBHKB HOME | 32,573 | $1.8M | 0.75% | |
| 54 | TTTRANE TECHNOLOGIES PLC | 4,524 | $1.8M | 0.72% | |
| 55 | BITBBITWISE BITCOIN ETF TR | 35,403 | $1.7M | 0.69% | |
| 56 | NOWSERVICENOW INC | 10,326 | $1.6M | 0.64% | |
| 57 | SNASNAP ON INC | 4,468 | $1.5M | 0.63% | |
| 58 | IBMOISHARES TR | 57,597 | $1.5M | 0.60% | |
| 59 | PFXFVANECK ETF TRUST | 79,053 | $1.4M | 0.57% | |
| 60 | CGXUCAPITAL GROUP INTL FOCUS EQT | 46,058 | $1.4M | 0.55% | |
| 61 | IBMPISHARES TR | 51,062 | $1.3M | 0.53% | |
| 62 | IBMQISHARES TR | 46,090 | $1.2M | 0.48% | |
| 63 | ZTSZOETIS INC | 9,041 | $1.1M | 0.46% | |
| 64 | KOCOCA COLA CO | 15,560 | $1.1M | 0.44% | |
| 65 | LNGCHENIERE ENERGY INC | 5,032 | $978K | 0.40% | |
| 66 | RJFRAYMOND JAMES FINL INC | 5,415 | $869K | 0.35% | |
| 67 | VOOVANGUARD INDEX FDS | 1,376 | $862K | 0.35% | |
| 68 | WMTWALMART INC | 7,480 | $833K | 0.34% | |
| 69 | SPOTSPOTIFY TECHNOLOGY S A | 1,420 | $824K | 0.34% | |
| 70 | IBMRISHARES TR | 31,758 | $807K | 0.33% | |
| 71 | LLYELI LILLY & CO | 715 | $768K | 0.31% | |
| 72 | CGGRCAPITAL GROUP GROWTH ETF | 16,349 | $727K | 0.30% | |
| 73 | CGGOCAPITAL GROUP GBL GROWTH EQT | 19,735 | $683K | 0.28% | |
| 74 | JPMJPMORGAN CHASE & CO. | 2,063 | $664K | 0.27% | |
| 75 | CGDGCAPITAL GROUP DIVIDEND GROWE | 18,080 | $644K | 0.26% | |
| 76 | FMBFIRST TR EXCH TRADED FD III | 12,225 | $625K | 0.25% | |
| 77 | CGDGCAPITAL GROUP DIVIDEND VALUE | 12,974 | $566K | 0.23% | |
| 78 | IAU*ISHARES GOLD TR | 6,743 | $547K | 0.22% | |
| 79 | DFUSDIMENSIONAL ETF TRUST | 7,294 | $540K | 0.22% | |
| 80 | ETRENTERGY CORP NEW | 5,519 | $510K | 0.21% | |
| 81 | PODDINSULET CORP | 1,735 | $493K | 0.20% | |
| 82 | IBTGISHARES TR | 21,001 | $480K | 0.20% | |
| 83 | AMGNAMGEN INC | 1,461 | $478K | 0.19% | |
| 84 | JIREJ P MORGAN EXCHANGE TRADED F | 5,260 | $393K | 0.16% | |
| 85 | IBTHISHARES TR | 17,511 | $393K | 0.16% | |
| 86 | SPYDSPDR SERIES TRUST | 9,083 | $392K | 0.16% | |
| 87 | ITANEA SERIES TRUST | 10,460 | $387K | 0.16% | |
| 88 | IBTIISHARES TR | 16,915 | $378K | 0.15% | |
| 89 | IBMSISHARES TR | 16,651 | $365K | 0.15% | |
| 90 | IBMSISHARES TR | 13,700 | $357K | 0.15% | |
| 91 | XOMEXXON MOBIL CORP | 2,843 | $342K | 0.14% | |
| 92 | DFASDIMENSIONAL ETF TRUST | 4,853 | $338K | 0.14% | |
| 93 | LRCXLAM RESEARCH CORP | 1,890 | $323K | 0.13% | |
| 94 | ARKBARK 21SHARES BITCOIN ETF | 10,673 | $309K | 0.13% | |
| 95 | SCHWSCHWAB CHARLES CORP | 2,951 | $294K | 0.12% | |
| 96 | AVUSAMERICAN CENTY ETF TR | 2,448 | $273K | 0.11% | |
| 97 | IBITISHARES BITCOIN TRUST ETF | 5,307 | $263K | 0.11% | |
| 98 | FLVAMERICAN CENTY ETF TR | 3,419 | $259K | 0.11% | |
| 99 | ADPAUTOMATIC DATA PROCESSING IN | 1,010 | $259K | 0.11% | |
| 100 | GOOGLALPHABET INC | 827 | $258K | 0.11% |
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