MondegarAI
Signet Investment Advisory Group, Inc.

Q2 2024 · 13F-HR

Signet Investment Advisory Group, Inc.holdings as filed

Filed 2024-07-19 · accession 0001172661-24-002842

$186.5M
Reported value
67
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464285204IAUISHARES GOLD TR$10.4M5.55%235,771CommonSOLE
594918104MSFTMICROSOFT CORP$9.6M5.16%21,538CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$9.2M4.92%238,725CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$8.3M4.43%158,703CommonSOLE
037833100AAPLAPPLE INC$8.2M4.38%38,790CommonSOLE
532457108LLYELI LILLY & CO$6.7M3.61%7,434CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.7M3.04%13,935CommonSOLE
931142103WMTWALMART INC$5.4M2.92%80,462CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$5.1M2.73%25,205CommonSOLE
92826C839VVISA INC$4.9M2.64%18,748CommonSOLE
68389X105ORCLORACLE CORP$4.4M2.36%31,170CommonSOLE
126408103CSXCSX CORP$4.2M2.25%125,338CommonSOLE
94106L109WMWASTE MGMT INC DEL$4.1M2.21%19,297CommonSOLE
65339F101NEENEXTERA ENERGY INC$3.9M2.11%55,634CommonSOLE
478160104JNJJOHNSON & JOHNSON$3.8M2.03%25,852CommonSOLE
742718109PGPROCTER AND GAMBLE CO$3.6M1.95%22,050CommonSOLE
17275R102CSCOCISCO SYS INC$3.6M1.92%75,205CommonSOLE
438516106HONHONEYWELL INTL INC$3.5M1.85%16,163CommonSOLE
02079K107GOOGALPHABET INC$3.3M1.76%17,857CommonSOLE
717081103PFEPFIZER INC$3.3M1.75%116,527CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$3.2M1.73%6,342CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$3.2M1.69%10,401CommonSOLE
902973304USBUS BANCORP DEL$3.1M1.66%78,168CommonSOLE
253868103DLRDIGITAL RLTY TR INC$3.1M1.65%20,288CommonSOLE
670100205NVONOVO-NORDISK A S$3.1M1.65%21,575CommonSOLE
458140100INTCINTEL CORP$3.0M1.60%96,348CommonSOLE
437076102HDHOME DEPOT INC$2.8M1.51%8,187CommonSOLE
023135106AMZNAMAZON COM INC$2.8M1.50%14,521CommonSOLE
713448108PEPPEPSICO INC$2.8M1.48%16,766CommonSOLE
191216100KOCOCA COLA CO$2.7M1.44%42,162CommonSOLE
20825C104COPCONOCOPHILLIPS$2.5M1.34%21,830CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.5M1.33%14,310CommonSOLE
00724F101ADBEADOBE INC$2.3M1.25%4,213CommonSOLE
580135101MCDMCDONALDS CORP$2.3M1.22%8,908CommonSOLE
58933Y105MRKMERCK & CO INC$2.1M1.15%17,309CommonSOLE
126650100CVSCVS HEALTH CORP$2.0M1.09%34,544CommonSOLE
166764100CVXCHEVRON CORP NEW$2.0M1.07%12,757CommonSOLE
G29183103ETNEATON CORP PLC$1.9M1.04%6,205CommonSOLE
031162100AMGNAMGEN INC$1.9M1.04%6,213CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.9M1.04%8,346CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$1.8M0.98%4,212CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$1.8M0.97%17,887CommonSOLE
855244109SBUXSTARBUCKS CORP$1.8M0.95%22,847CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.6M0.87%20,567CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.5M0.83%39,426CommonSOLE
904767704UNILEVER PLC$1.5M0.80%27,239CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$1.4M0.75%17,888CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1.3M0.71%5,122CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.3M0.71%2,822CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.2M0.67%1,470CommonSOLE
370334104GISGENERAL MLS INC$1.2M0.62%18,383CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.1M0.58%14,700CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$820,1210.44%17,993CommonSOLE
244199105DEDEERE & CO$661,3260.35%1,770CommonSOLE
369550108GDGENERAL DYNAMICS CORP$608,1340.33%2,096CommonSOLE
189054109CLXCLOROX CO DEL$583,2730.31%4,274CommonSOLE
72201R866MUNIPIMCO ETF TR$514,8740.28%9,890CommonSOLE
75513E101RTXRTX CORPORATION$491,9110.26%4,900CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$468,5740.25%861CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$464,7440.25%9,656CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$337,1000.18%8,117CommonSOLE
254687106DISDISNEY WALT CO$331,9220.18%3,343CommonSOLE
67066G104NVDANVIDIA CORPORATION$321,2040.17%2,600CommonSOLE
02079K305GOOGLALPHABET INC$272,3150.15%1,495CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$230,0930.12%2,750CommonSOLE
060505104BACBANK AMERICA CORP$218,7350.12%5,500CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$210,9030.11%1,085CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.