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Home > Institutional Investor > Signature Wealth Management Group > Profile

Instuitional Investor - Signature Wealth Management Group

Fund Profile
Filing Period:
Fund Name: Signature Wealth Management Group
Portfolio Value $248,714,649
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Southern Co
 SO 120,074 $9,884,496 3.97%
2.
Ishares Tr - IBONDS DEC25 ETF
 356,340 $8,926,312 3.58%
3.
Ishares Tr - IBONDS 27 ETF
 255,722 $6,127,097 2.46%
4.
Home Depot Inc.
 HD 14,409 $5,604,906 2.25%
5.
Ishares Tr
 227,743 $5,481,778 2.2%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)