Signature Wealth Management Group
Q4 2025 13F-HR Holdings
Net value change ($000)
-12,414
(-4.8%)
New positions
6
Sold out positions
14
Turnover %
8.2%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q3 2025
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| PG | 3,974 | 1320.3% |
| AMZN | 2,594 | 183.5% |
| BMY | 821 | 22.3% |
| GOOGL | 776 | 28.2% |
| UPS | 753 | 31.1% |
| PODD | 493 | NEW |
| TGT | 464 | 17.0% |
| JNJ | 372 | 6.9% |
| VRTX | 350 | 21.7% |
| ARKB | 310 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| IBDQ | -9,181 | -100.0% |
| FLO | -2,427 | -100.0% |
| iSHARES TRUST | -1,472 | -100.0% |
| FISV | -1,448 | -100.0% |
| KNSL | -1,353 | -100.0% |
| HD | -868 | -15.3% |
| SO | -811 | -7.1% |
| KMB | -688 | -16.8% |
| iSHARES TRUST | -499 | -100.0% |
| VLO | -391 | -7.6% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|