MondegarAI
Signet Investment Advisory Group, Inc.

Q3 2024 · 13F-HR

Signet Investment Advisory Group, Inc.holdings as filed

Filed 2024-10-23 · accession 0001172661-24-004336

$199.8M
Reported value
71
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464285204IAUISHARES GOLD TR$11.9M5.94%238,829CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$10.0M5.02%243,792CommonSOLE
594918104MSFTMICROSOFT CORP$9.2M4.62%21,445CommonSOLE
037833100AAPLAPPLE INC$9.0M4.51%38,701CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$8.6M4.32%160,950CommonSOLE
931142103WMTWALMART INC$6.5M3.26%80,649CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.4M3.22%13,988CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$5.8M2.89%16,327CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$5.4M2.68%25,395CommonSOLE
92826C839VVISA INC$4.9M2.46%17,857CommonSOLE
65339F101NEENEXTERA ENERGY INC$4.8M2.41%56,857CommonSOLE
126408103CSXCSX CORP$4.4M2.21%127,968CommonSOLE
00724F101ADBEADOBE INC$4.3M2.17%8,363CommonSOLE
478160104JNJJOHNSON & JOHNSON$4.2M2.12%26,192CommonSOLE
17275R102CSCOCISCO SYS INC$4.1M2.05%76,982CommonSOLE
94106L109WMWASTE MGMT INC DEL$4.1M2.04%19,618CommonSOLE
742718109PGPROCTER AND GAMBLE CO$3.9M1.93%22,246CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$3.8M1.90%6,487CommonSOLE
902973304USBUS BANCORP DEL$3.7M1.85%80,874CommonSOLE
68389X105ORCLORACLE CORP$3.5M1.77%20,760CommonSOLE
717081103PFEPFIZER INC$3.4M1.72%119,034CommonSOLE
438516106HONHONEYWELL INTL INC$3.4M1.72%16,597CommonSOLE
532457108LLYELI LILLY & CO$3.4M1.69%3,819CommonSOLE
253868103DLRDIGITAL RLTY TR INC$3.4M1.69%20,844CommonSOLE
437076102HDHOME DEPOT INC$3.4M1.68%8,277CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.2M1.58%14,280CommonSOLE
191216100KOCOCA COLA CO$3.0M1.52%42,186CommonSOLE
02079K107GOOGALPHABET INC$3.0M1.50%17,907CommonSOLE
713448108PEPPEPSICO INC$3.0M1.49%17,495CommonSOLE
580135101MCDMCDONALDS CORP$2.8M1.42%9,326CommonSOLE
023135106AMZNAMAZON COM INC$2.7M1.36%14,558CommonSOLE
670100205NVONOVO-NORDISK A S$2.6M1.29%21,575CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$2.3M1.16%4,377CommonSOLE
20825C104COPCONOCOPHILLIPS$2.3M1.15%21,800CommonSOLE
855244109SBUXSTARBUCKS CORP$2.3M1.15%23,510CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.3M1.13%8,324CommonSOLE
126650100CVSCVS HEALTH CORP$2.2M1.09%34,597CommonSOLE
166764100CVXCHEVRON CORP NEW$2.0M1.02%13,823CommonSOLE
031162100AMGNAMGEN INC$2.0M1.00%6,174CommonSOLE
58933Y105MRKMERCK & CO INC$2.0M0.98%17,227CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.9M0.96%21,377CommonSOLE
G29183103ETNEATON CORP PLC$1.8M0.90%5,442CommonSOLE
904767704UNILEVER PLC$1.8M0.90%27,748CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$1.8M0.90%17,229CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.7M0.84%40,406CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.6M0.82%2,800CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1.6M0.81%5,431CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$1.5M0.74%17,422CommonSOLE
370334104GISGENERAL MLS INC$1.3M0.67%18,163CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.3M0.65%1,455CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$946,8750.47%14,610CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$936,3770.47%1,632CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$816,2040.41%17,176CommonSOLE
244199105DEDEERE & CO$738,6750.37%1,770CommonSOLE
189054109CLXCLOROX CO DEL$670,2120.34%4,114CommonSOLE
78409V104SPGIS&P GLOBAL INC$656,6760.33%1,271CommonSOLE
72201R866MUNIPIMCO ETF TR$655,3630.33%12,370CommonSOLE
369550108GDGENERAL DYNAMICS CORP$633,4120.32%2,096CommonSOLE
75513E101RTXRTX CORPORATION$593,6840.30%4,900CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$436,2160.22%8,906CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$417,6460.21%8,072CommonSOLE
67066G104NVDANVIDIA CORPORATION$352,1760.18%2,900CommonSOLE
46090E103QQQINVESCO QQQ TR$332,3760.17%681CommonSOLE
254687106DISDISNEY WALT CO$320,1620.16%3,328CommonSOLE
464287804IJRISHARES TR$307,0200.15%2,625CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$257,0150.13%2,750CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$252,3280.13%1,085CommonSOLE
02079K305GOOGLALPHABET INC$247,9460.12%1,495CommonSOLE
060505104BACBANK AMERICA CORP$218,2400.11%5,500CommonSOLE
369604301GEGE AEROSPACE$212,1530.11%1,125CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$202,0130.10%730CommonSOLE

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.