Signature Wealth Management Group
129 holdingsFiling period: 2026-03-31Current AUM: $285.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SO | SOUTHERN CO | 121.6K | $11.7M | $11.5M | 4.02% | +490 | 2026-03-31 |
| 2 | KMB | KIMBERLY-CLARK CORP | 79.5K | $7.7M | $8.7M | 3.04% | +45.8K | 2026-03-31 |
| 3 | VLO | VALERO ENERGY CORP | 28.7K | $7.1M | $9.0M | 3.15% | -451 | 2026-03-31 |
| 4 | VUSB | VANGUARD BD INDEX FDS | 141.9K | $7.1M | $7.1M | 2.47% | -1,945 | 2026-03-31 |
| 5 | JNJ | JOHNSON & JOHNSON | 27.7K | $6.8M | $7.1M | 2.48% | -348 | 2026-03-31 |
| 6 | IBDS | ISHARES TR | 259.9K | $6.3M | $6.3M | 2.20% | -392 | 2026-03-31 |
| 7 | WMB | WILLIAMS COS INC | 83.8K | $6.1M | $6.0M | 2.10% | -725 | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 16.4K | $6.1M | $7.6M | 2.66% | +4.5K | 2026-03-31 |
| 9 | CVX | CHEVRON CORP NEW | 28.0K | $5.8M | $5.5M | 1.93% | -185 | 2026-03-31 |
| 10 | NVDA | NVIDIA CORPORATION | 33.2K | $5.8M | $6.7M | 2.33% | +15.0K | 2026-03-31 |
| 11 | IBDU | ISHARES TR | 245.8K | $5.7M | $5.7M | 1.98% | -286 | 2026-03-31 |
| 12 | IBDR | ISHARES TR | 232.1K | $5.6M | $5.6M | 1.97% | -2,609 | 2026-03-31 |
| 13 | IBDT | ISHARES TR | 219.6K | $5.6M | $5.5M | 1.94% | -422 | 2026-03-31 |
| 14 | IBDV | ISHARES TR | 248.1K | $5.4M | $5.4M | 1.88% | -298 | 2026-03-31 |
| 15 | CSCO | CISCO SYS INC | 69.3K | $5.4M | $8.0M | 2.81% | -612 | 2026-03-31 |
| 16 | ABBV | ABBVIE INC | 24.2K | $5.3M | $6.1M | 2.12% | +147 | 2026-03-31 |
| 17 | PG | PROCTER AND GAMBLE CO | 36.4K | $5.3M | $5.3M | 1.84% | +6.6K | 2026-03-31 |
| 18 | HSY | HERSHEY CO | 24.9K | $5.2M | $4.4M | 1.53% | +50 | 2026-03-31 |
| 19 | BMY | BRISTOL-MYERS SQUIBB CO | 83.8K | $5.1M | $5.5M | 1.91% | +244 | 2026-03-31 |
| 20 | O | REALTY INCOME CORP | 80.3K | $4.9M | $5.1M | 1.80% | +411 | 2026-03-31 |
| 21 | GOOG | ALPHABET INC | 15.7K | $4.5M | $5.6M | 1.96% | +4.4K | 2026-03-31 |
| 22 | PFE | PFIZER INC | 159.3K | $4.5M | $4.0M | 1.39% | -308 | 2026-03-31 |
| 23 | AMZN | AMAZON COM INC | 21.2K | $4.4M | $5.8M | 2.01% | +3.8K | 2026-03-31 |
| 24 | IBDW | ISHARES TR | 210.5K | $4.4M | $4.3M | 1.52% | -590 | 2026-03-31 |
| 25 | PEP | PEPSICO INC | 28.4K | $4.4M | $4.0M | 1.38% | +349 | 2026-03-31 |
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