Universe · entity
Signature Wealth Management Group
Institutional manager (13F) · CIK 1736666
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $214M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SOUTHERN CO | $12M | 121,632 |
| 2 | KIMBERLY-CLARK CORP | $8M | 79,486 |
| 3 | VALERO ENERGY CORP | $7M | 28,738 |
| 4 | VANGUARD BD INDEX FDS | $7M | 141,911 |
| 5 | JOHNSON & JOHNSON | $7M | 27,669 |
| 6 | ISHARES TR | $6M | 259,932 |
| 7 | WILLIAMS COS INC | $6M | 83,773 |
| 8 | MICROSOFT CORP | $6M | 16,362 |
| 9 | CHEVRON CORP NEW | $6M | 27,977 |
| 10 | NVIDIA CORPORATION | $6M | 33,168 |
| 11 | ISHARES TR | $6M | 245,791 |
| 12 | ISHARES TR | $6M | 232,146 |
| 13 | ISHARES TR | $6M | 219,637 |
| 14 | ISHARES TR | $5M | 248,077 |
| 15 | CISCO SYS INC | $5M | 69,297 |
| 16 | ABBVIE INC | $5M | 24,181 |
| 17 | PROCTER AND GAMBLE CO | $5M | 36,389 |
| 18 | HERSHEY CO | $5M | 24,923 |
| 19 | BRISTOL-MYERS SQUIBB CO | $5M | 83,769 |
| 20 | REALTY INCOME CORP | $5M | 80,328 |
| 21 | ALPHABET INC | $4M | 15,676 |
| 22 | PFIZER INC | $4M | 159,332 |
| 23 | AMAZON COM INC | $4M | 21,175 |
| 24 | ISHARES TR | $4M | 210,521 |
| 25 | PEPSICO INC | $4M | 28,358 |
| 26 | LAMAR ADVERTISING CO NEW | $4M | 34,065 |
| 27 | ISHARES TR | $4M | 169,983 |
| 28 | TRUIST FINL CORP | $4M | 90,031 |
| 29 | TARGET CORP | $4M | 33,145 |
| 30 | GAMING & LEISURE PPTYS INC | $4M | 87,459 |
| 31 | TEXAS INSTRS INC | $4M | 19,339 |
| 32 | ISHARES TR | $4M | 181,499 |
| 33 | HOME DEPOT INC | $3M | 10,136 |
| 34 | UNITED PARCEL SERVICE INC | $3M | 32,213 |
| 35 | PAYCHEX INC | $3M | 33,713 |
| 36 | APPLE INC | $3M | 11,804 |
| 37 | ISHARES TR | $3M | 105,106 |
| 38 | ISHARES TR | $2M | 28,171 |
| 39 | GENERAL MLS INC | $2M | 63,049 |
| 40 | TAIWAN SEMICONDUCTOR MFG LTD | $2M | 6,813 |
| 41 | INVESCO EXCH TRADED FD TR II | $2M | 81,363 |
| 42 | INTERNATIONAL BUSINESS MACHS | $2M | 8,399 |
| 43 | MCDONALDS CORP | $2M | 5,484 |
| 44 | BITWISE BITCOIN ETF TR | $2M | 45,442 |
| 45 | BOEING CO | $2M | 8,335 |
| 46 | ISHARES TR | $2M | 63,237 |
| 47 | SNAP ON INC | $2M | 4,476 |
| 48 | CANADIAN PACIFIC KANSAS CITY | $2M | 19,709 |
| 49 | DEXCOM INC | $1M | 23,724 |
| 50 | VANECK ETF TRUST | $1M | 82,466 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.