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CIK: 0001766328
Total reported value
$227.3M
$227.3M
66 檔
19.1%
In Q1 2024, Signet Investment Advisory Group, Inc.'s U.S. equity holdings reached a combined market value of $227.3M, distributed across 66 disclosed stock positions.
During Q1 2024, Signet Investment Advisory Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 5.36% | -1.17% | +3.77% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.03% | +0.36% | +2.51% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.02% | -0.02% | -0.54% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 4.75% | -0.15% | +0.92% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.60% | +0.35% | +1.89% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.18% | +0.47% | -2.35% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.18% | +0.01% | +3.96% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 3.08% | -0.49% | +203.56% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.83% | +0.24% | +2.42% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.74% | +0.17% | +1.63% | |
| 11 | CSX | Csx CORP | Stock-Industrials | 2.42% | +0.31% | +4.88% | |
| 12 | WM | Waste Management Inc | Stock-Industrials | 2.22% | -0.15% | +4.48% | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 2.20% | -0.03% | -0.98% | |
| 14 | INTC | Intel CORP | Stock-Tech | 2.19% | — | +3.35% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.17% | -0.37% | +5.80% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 1.99% | +0.44% | +6.29% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.94% | +0.03% | +3.97% | |
| 18 | NEE | Nextera Energy Inc | Stock-Utilities | 1.88% | -0.24% | +12.26% | |
| 19 | ACN | Accenture plc | Stock-Tech | 1.77% | -0.17% | +10.11% | |
| 20 | USB | US Bancorp | Stock-Financials | 1.76% | +0.33% | +13.86% | |
| 21 | HON | Honeywell International Inc | Stock-Industrials | 1.73% | -2.74% | EXIT | |
| 22 | PFE | Pfizer Inc | Stock-Healthcare | 1.71% | -0.30% | +6.13% | |
| 23 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.68% | +0.10% | — | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.66% | +0.09% | +3.06% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.60% | +0.64% | +7.53% | |
| 26 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.53% | -0.08% | +4.93% | |
| 27 | COP | Conocophillips | Stock-Energy | 1.52% | -0.32% | +1.54% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 1.51% | — | -0.55% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.50% | +0.34% | +0.60% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.48% | -0.25% | +18.48% | |
| 31 | CVS | Cvs Health CORP | Stock-Healthcare | 1.46% | +0.40% | +0.11% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.42% | +0.19% | +0.68% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.39% | +0.08% | +4.47% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.26% | +0.03% | -0.02% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.21% | -0.20% | +12.72% | |
| 36 | ETN | Eaton Corporation plc | Stock-Industrials | 1.12% | +0.16% | -0.35% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 1.07% | -0.41% | +13.99% | |
| 38 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.05% | -0.43% | +10.50% | |
| 39 | AXP | American Express Co | Stock-Financials | 1.04% | +0.01% | -8.52% | |
| 40 | ADBE | Adobe Inc | Stock-Tech | 1.02% | +0.23% | +18.44% | |
| 41 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.02% | — | +11.26% | |
| 42 | AMGN | Amgen Inc | Stock-Healthcare | 0.95% | -0.02% | +0.28% | |
| 43 | MDT | Medtronic plc | Stock-Healthcare | 0.92% | -0.06% | -2.47% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.88% | +0.09% | +5.86% | |
| 45 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.86% | -0.07% | +14.87% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.73% | — | +10.66% | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.72% | -0.19% | +6.16% | |
| 48 | GIS | General Mills Inc | Stock-Consumer Staples | 0.70% | -0.06% | -0.22% | |
| 49 | UL | Unilever PLC | Stock-Consumer Staples | 0.70% | — | -14.27% | |
| 50 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.61% | — | -8.09% |
According to official SEC Form 13F filings, Signet Investment Advisory Group, Inc. reported a total U.S. public equity portfolio value of $227.3M across 66 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IAU, SCHF, MSFT) accounted for 19.1% of total reported equity market value during Q1 2024.
During Q1 2024, Signet Investment Advisory Group, Inc.'s top holdings by market value included IAU (5.4%)、SCHF (5.0%)、MSFT (5.0%). The largest single position, IAU, represented 5.4% of total portfolio value.
In Q1 2024, Signet Investment Advisory Group, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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