MondegarAI
Signet Investment Advisory Group, Inc.

Q1 2025 · 13F-HR

Signet Investment Advisory Group, Inc.holdings as filed

Filed 2025-05-05 · accession 0001172661-25-001574

$198.4M
Reported value
69
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464285204IAUISHARES GOLD TR$14.1M7.09%238,496CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$10.2M5.15%516,416CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$8.8M4.43%327,163CommonSOLE
037833100AAPLAPPLE INC$7.1M3.57%31,904CommonSOLE
931142103WMTWALMART INC$7.0M3.52%79,588CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$7.0M3.51%13,057CommonSOLE
594918104MSFTMICROSOFT CORP$6.6M3.34%17,644CommonSOLE
92826C839VVISA INC$5.8M2.93%16,610CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$5.7M2.90%23,428CommonSOLE
438516106HONHONEYWELL INTL INC$5.3M2.68%25,099CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$5.3M2.67%16,991CommonSOLE
17275R102CSCOCISCO SYS INC$5.0M2.51%80,807CommonSOLE
478160104JNJJOHNSON & JOHNSON$4.8M2.40%28,752CommonSOLE
94106L109WMWASTE MGMT INC DEL$4.7M2.35%20,113CommonSOLE
65339F101NEENEXTERA ENERGY INC$4.6M2.30%64,508CommonSOLE
126408103CSXCSX CORP$4.2M2.11%142,241CommonSOLE
742718109PGPROCTER AND GAMBLE CO$4.1M2.07%24,109CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$3.8M1.92%7,283CommonSOLE
902973304USBUS BANCORP DEL$3.8M1.91%89,754CommonSOLE
00724F101ADBEADOBE INC$3.6M1.82%9,433CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.5M1.74%13,905CommonSOLE
717081103PFEPFIZER INC$3.3M1.69%132,118CommonSOLE
532457108LLYELI LILLY & CO$3.3M1.68%4,043CommonSOLE
437076102HDHOME DEPOT INC$3.2M1.64%8,867CommonSOLE
580135101MCDMCDONALDS CORP$3.2M1.60%10,180CommonSOLE
713448108PEPPEPSICO INC$3.2M1.60%21,144CommonSOLE
191216100KOCOCA COLA CO$3.1M1.56%43,321CommonSOLE
253868103DLRDIGITAL RLTY TR INC$3.1M1.55%21,402CommonSOLE
68389X105ORCLORACLE CORP$2.9M1.48%20,933CommonSOLE
02079K107GOOGALPHABET INC$2.9M1.45%18,457CommonSOLE
023135106AMZNAMAZON COM INC$2.8M1.40%14,650CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$2.8M1.40%5,438CommonSOLE
166764100CVXCHEVRON CORP NEW$2.5M1.27%15,069CommonSOLE
855244109SBUXSTARBUCKS CORP$2.4M1.22%24,597CommonSOLE
20825C104COPCONOCOPHILLIPS$2.4M1.21%22,890CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.2M1.12%8,280CommonSOLE
G5960L103MDTMEDTRONIC PLC$2.2M1.10%24,362CommonSOLE
126650100CVSCVS HEALTH CORP$2.2M1.09%32,027CommonSOLE
031162100AMGNAMGEN INC$1.9M0.97%6,182CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$1.7M0.87%69,277CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1.6M0.82%5,534CommonSOLE
G29183103ETNEATON CORP PLC$1.5M0.78%5,691CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.5M0.78%41,712CommonSOLE
58933Y105MRKMERCK & CO INC$1.5M0.77%17,089CommonSOLE
670100205NVONOVO-NORDISK A S$1.5M0.76%21,575CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$1.5M0.75%53,480CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.4M0.70%1,464CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.2M0.62%2,744CommonSOLE
370334104GISGENERAL MLS INC$1.1M0.53%17,694CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$912,9250.46%1,632CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$864,8640.44%37,343CommonSOLE
244199105DEDEERE & CO$862,1960.43%1,837CommonSOLE
72201R866MUNIPIMCO ETF TR$838,9770.42%16,275CommonSOLE
75513E101RTXRTX CORPORATION$643,2260.32%4,856CommonSOLE
78409V104SPGIS&P GLOBAL INC$609,7710.31%1,200CommonSOLE
369550108GDGENERAL DYNAMICS CORP$580,5960.29%2,130CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$440,3600.22%18,092CommonSOLE
922908363VOOVANGUARD INDEX FDS$426,5460.21%830CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$379,6020.19%6,224CommonSOLE
254687106DISDISNEY WALT CO$350,9650.18%3,556CommonSOLE
67066G104NVDANVIDIA CORPORATION$325,1400.16%3,000CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$297,4710.15%6,558CommonSOLE
922908769VTIVANGUARD INDEX FDS$276,4900.14%1,006CommonSOLE
464287804IJRISHARES TR$274,4970.14%2,625CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$234,9530.12%769CommonSOLE
060505104BACBANK AMERICA CORP$229,5150.12%5,500CommonSOLE
369604301GEGE AEROSPACE$222,1670.11%1,110CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$220,3500.11%3,000CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$202,2630.10%2,750CommonSOLE

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.