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Disclosed positions
Signature Wealth Management Group: source evidence dated 2026-04-02T03:59:59.999Z.
- Issuer
- SOUTHERN CO
- Ticker
- SO
- Class
- COM
- Reported value
- $11,739,890
- Reported amount
- 121,632
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001736666-26-000002Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| SOUTHERN CO | SO | COM | $11,739,890 | 121,632 | SH | None |
| KIMBERLY-CLARK CORP | KMB | COM | $7,667,979 | 79,486 | SH | None |
| VALERO ENERGY CORP | VLO | COM | $7,100,508 | 28,738 | SH | None |
| VANGUARD BD INDEX FDS | VUSB | VANGUARD ULTRA | $7,065,021 | 141,911 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $6,763,457 | 27,669 | SH | None |
| ISHARES TR | IBDS | IBONDS 27 ETF | $6,300,740 | 259,932 | SH | None |
| WILLIAMS COS INC | WMB | COM | $6,097,023 | 83,773 | SH | None |
| MICROSOFT CORP | MSFT | COM | $6,056,813 | 16,362 | SH | None |
| CHEVRON CORP NEW | CVX | COM | $5,788,413 | 27,977 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $5,784,565 | 33,168 | SH | None |
| ISHARES TR | IBDU | IBONDS DEC 29 | $5,717,106 | 245,791 | SH | None |
| ISHARES TR | IBDR | IBONDS DEC2026 | $5,627,210 | 232,146 | SH | None |
| ISHARES TR | IBDT | IBDS DEC28 ETF | $5,563,405 | 219,637 | SH | None |
| ISHARES TR | IBDV | IBONDS DEC 2030 | $5,430,406 | 248,077 | SH | None |
| CISCO SYS INC | CSCO | COM | $5,376,780 | 69,297 | SH | None |
| ABBVIE INC | ABBV | COM | $5,259,027 | 24,181 | SH | None |
| PROCTER AND GAMBLE CO | PG | COM | $5,255,963 | 36,389 | SH | None |
| HERSHEY CO | HSY | COM | $5,181,283 | 24,923 | SH | None |
| BRISTOL-MYERS SQUIBB CO | BMY | COM | $5,080,589 | 83,769 | SH | None |
| REALTY INCOME CORP | O | COM | $4,914,468 | 80,328 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $4,496,932 | 15,676 | SH | None |
| PFIZER INC | PFE | COM | $4,474,048 | 159,332 | SH | None |
| AMAZON COM INC | AMZN | COM | $4,410,144 | 21,175 | SH | None |
| ISHARES TR | IBDW | IBONDS DEC 2031 | $4,406,210 | 210,521 | SH | None |
| PEPSICO INC | PEP | COM | $4,403,689 | 28,358 | SH | None |
| LAMAR ADVERTISING CO NEW | LAMR | CL A | $4,314,671 | 34,065 | SH | None |
| ISHARES TR | IBDX | IBONDS DEC 2032 | $4,295,467 | 169,983 | SH | None |
| TRUIST FINL CORP | TFC | COM | $4,138,737 | 90,031 | SH | None |
| TARGET CORP | TGT | COM | $4,017,158 | 33,145 | SH | None |
| GAMING & LEISURE PPTYS INC | GLPI | COM | $3,880,536 | 87,459 | SH | None |
| TEXAS INSTRS INC | TXN | COM | $3,754,378 | 19,339 | SH | None |
| ISHARES TR | IBTL | IBONDS DEC 2031 | $3,702,398 | 181,499 | SH | None |
| HOME DEPOT INC | HD | COM | $3,333,609 | 10,136 | SH | None |
| UNITED PARCEL SERVICE INC | UPS | CL B | $3,169,069 | 32,213 | SH | None |
| PAYCHEX INC | PAYX | COM | $3,105,601 | 33,713 | SH | None |
| APPLE INC | AAPL | COM | $2,995,677 | 11,804 | SH | None |
| ISHARES TR | IBDY | IBONDS DEC 2033 | $2,716,983 | 105,106 | SH | None |
| ISHARES TR | TLT | 20 YR TR BD ETF | $2,442,164 | 28,171 | SH | None |
| GENERAL MLS INC | GIS | COM | $2,346,688 | 63,049 | SH | None |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | SPONSORED ADS | $2,302,453 | 6,813 | SH | None |
| INVESCO EXCH TRADED FD TR II | BAB | TAXABLE MUN BD | $2,193,543 | 81,363 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $2,035,810 | 8,399 | SH | None |
| MCDONALDS CORP | MCD | COM | $1,704,229 | 5,484 | SH | None |
| BITWISE BITCOIN ETF TR | BITB | SHS BEN INT | $1,672,720 | 45,442 | SH | None |
| BOEING CO | BA | COM | $1,658,915 | 8,335 | SH | None |
| ISHARES TR | IBDZ | IBONDS DEC 2034 | $1,647,956 | 63,237 | SH | None |
| SNAP ON INC | SNA | COM | $1,625,673 | 4,476 | SH | None |
| CANADIAN PACIFIC KANSAS CITY | CP | COM | $1,550,310 | 19,709 | SH | None |
| DEXCOM INC | DXCM | COM | $1,489,867 | 23,724 | SH | None |
| VANECK ETF TRUST | PFXF | PREFERRED SECURT | $1,446,447 | 82,466 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.