Universe · entity

Signature Wealth Management Group

Institutional manager (13F) · CIK 1736666
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $214M
#IssuerValueShares
1SOUTHERN CO$12M121,632
2KIMBERLY-CLARK CORP$8M79,486
3VALERO ENERGY CORP$7M28,738
4VANGUARD BD INDEX FDS$7M141,911
5JOHNSON & JOHNSON$7M27,669
6ISHARES TR$6M259,932
7WILLIAMS COS INC$6M83,773
8MICROSOFT CORP$6M16,362
9CHEVRON CORP NEW$6M27,977
10NVIDIA CORPORATION$6M33,168
11ISHARES TR$6M245,791
12ISHARES TR$6M232,146
13ISHARES TR$6M219,637
14ISHARES TR$5M248,077
15CISCO SYS INC$5M69,297
16ABBVIE INC$5M24,181
17PROCTER AND GAMBLE CO$5M36,389
18HERSHEY CO$5M24,923
19BRISTOL-MYERS SQUIBB CO$5M83,769
20REALTY INCOME CORP$5M80,328
21ALPHABET INC$4M15,676
22PFIZER INC$4M159,332
23AMAZON COM INC$4M21,175
24ISHARES TR$4M210,521
25PEPSICO INC$4M28,358
26LAMAR ADVERTISING CO NEW$4M34,065
27ISHARES TR$4M169,983
28TRUIST FINL CORP$4M90,031
29TARGET CORP$4M33,145
30GAMING & LEISURE PPTYS INC$4M87,459
31TEXAS INSTRS INC$4M19,339
32ISHARES TR$4M181,499
33HOME DEPOT INC$3M10,136
34UNITED PARCEL SERVICE INC$3M32,213
35PAYCHEX INC$3M33,713
36APPLE INC$3M11,804
37ISHARES TR$3M105,106
38ISHARES TR$2M28,171
39GENERAL MLS INC$2M63,049
40TAIWAN SEMICONDUCTOR MFG LTD$2M6,813
41INVESCO EXCH TRADED FD TR II$2M81,363
42INTERNATIONAL BUSINESS MACHS$2M8,399
43MCDONALDS CORP$2M5,484
44BITWISE BITCOIN ETF TR$2M45,442
45BOEING CO$2M8,335
46ISHARES TR$2M63,237
47SNAP ON INC$2M4,476
48CANADIAN PACIFIC KANSAS CITY$2M19,709
49DEXCOM INC$1M23,724
50VANECK ETF TRUST$1M82,466
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.