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CIK: 0001766328
Total reported value
$227.3M
$227.3M
71 檔
21.5%
At the close of Q3 2024, Signet Investment Advisory Group, Inc. disclosed equity holdings valued at approximately $227.3M, spread across 71 reported holdings.
During Q3 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 | 5.94% | -1.17% | +1.30% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.02% | +0.36% | +2.12% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.62% | -0.02% | -0.43% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.51% | +0.35% | -0.23% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 4.32% | -0.15% | +1.42% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 3.26% | -0.49% | +0.23% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.22% | +0.01% | +0.38% | |
| 8 | ACN | Accenture plc | Stock-Tech | 2.89% | -0.17% | +56.98% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.68% | +0.17% | +0.75% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.46% | +0.24% | -4.75% | |
| 11 | NEE | Nextera Energy Inc | Stock-Utilities | 2.41% | -0.24% | +2.20% | |
| 12 | CSX | Csx CORP | Stock-Industrials | 2.21% | +0.31% | +2.10% | |
| 13 | ADBE | Adobe Inc | Stock-Tech | 2.17% | +0.23% | +98.50% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.12% | -0.37% | +1.32% | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 2.05% | +0.44% | +2.36% | |
| 16 | WM | Waste Management Inc | Stock-Industrials | 2.04% | -0.15% | +1.66% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.93% | +0.03% | +0.89% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.90% | +0.64% | +2.29% | |
| 19 | USB | US Bancorp | Stock-Financials | 1.85% | +0.33% | +3.46% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 1.77% | -0.03% | -33.40% | |
| 21 | PFE | Pfizer Inc | Stock-Healthcare | 1.72% | -0.30% | +2.15% | |
| 22 | HON | Honeywell International Inc | Stock-Industrials | 1.72% | -2.74% | EXIT | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.69% | +0.47% | -48.63% | |
| 24 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.69% | -0.08% | +2.74% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.68% | +0.09% | +1.10% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 1.58% | — | -0.21% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.52% | +0.08% | +0.06% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.50% | +0.34% | +0.28% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.49% | -0.25% | +4.35% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.42% | -0.20% | +4.69% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.36% | +0.19% | +0.25% | |
| 32 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.29% | +0.10% | — | |
| 33 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.16% | -0.43% | +3.92% | |
| 34 | COP | Conocophillips | Stock-Energy | 1.15% | -0.32% | -0.14% | |
| 35 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.15% | — | +2.90% | |
| 36 | AXP | American Express Co | Stock-Financials | 1.13% | +0.01% | -0.26% | |
| 37 | CVS | Cvs Health CORP | Stock-Healthcare | 1.09% | +0.40% | +0.15% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 1.02% | -0.41% | +8.36% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 1.00% | -0.02% | -0.63% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.98% | +0.03% | -0.47% | |
| 41 | MDT | Medtronic plc | Stock-Healthcare | 0.96% | -0.06% | +3.94% | |
| 42 | ETN | Eaton Corporation plc | Stock-Industrials | 0.90% | +0.16% | -12.30% | |
| 43 | UL | Unilever PLC | Stock-Consumer Staples | 0.90% | — | +1.87% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.90% | +0.09% | -3.68% | |
| 45 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.84% | -0.07% | +2.49% | |
| 46 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.82% | -0.19% | -0.78% | |
| 47 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.81% | -0.01% | +6.03% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.74% | — | -2.61% | |
| 49 | GIS | General Mills Inc | Stock-Consumer Staples | 0.67% | -0.06% | -1.20% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | -0.07% | -1.02% |
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 71 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including IAU, SCHF, MSFT) accounted for 21.5% of total reported equity market value during Q3 2024.
During Q3 2024, Signet Investment Advisory Group, Inc.'s top holdings by market value included IAU (5.9%)、SCHF (5.0%)、MSFT (4.6%). The largest single position, IAU, represented 5.9% of total portfolio value.
In Q3 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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