StockDriftsStockDriftsTop 50 Signature Wealth Management Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SO | SOUTHERN CO | 4.46% | 121.6K | $11.7M | +0.40%(+490) | $51.42(+86.51%) | 2026-03-31 | |
| KMB | KIMBERLY-CLARK CORP | 2.91% | 79.5K | $7.7M | +136.02%(+45.81K) | $108.85(-10.70%) | 2026-03-31 | |
| VLO | VALERO ENERGY CORP | 2.7% | 28.7K | $7.1M | -1.55%(-451) | $137.45(+84.39%) | 2026-03-31 | |
| VUSB | VANGUARD BD INDEX FDS | 2.68% | 141.9K | $7.1M | -1.35%(-1.95K) | $49.53(+0.28%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.57% | 27.7K | $6.8M | -1.24%(-348) | $152.55(+47.85%) | 2026-03-31 | |
| IBDS | ISHARES TR | 2.39% | 259.9K | $6.3M | -0.15%(-392) | $23.79(+1.60%) | 2026-03-31 | |
| WMB | WILLIAMS COS INC | 2.31% | 83.8K | $6.1M | -0.86%(-725) | $30.54(+149.22%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.3% | 16.4K | $6.1M | +38.36%(+4.54K) | $247.52(+66.20%) | 2026-03-31 | |
| CVX | CHEVRON CORP NEW | 2.2% | 28.0K | $5.8M | -0.66%(-185) | $126.29(+52.54%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.2% | 33.2K | $5.8M | +82.14%(+14.96K) | $110.01(+78.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.92% | +22.22% |
| Top 20 Holdings Unweighted | +7.01% | +22.53% |
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