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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 $253,437,429
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Southern Co
 SO 121,009 $11,112,255 4.38%
2.
Ishares Tr - IBONDS DEC25 ETF
 364,816 $9,186,072 3.62%
3.
Ishares Tr - IBONDS 27 ETF
 260,900 $6,332,052 2.5%
4.
Microsoft Corp
 MSFT 11,670 $5,804,856 2.29%
5.
Ishares Tr
 246,678 $5,754,986 2.27%
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)