Loading…
CIK 0001766328 • 6 13F filings • May 5, 2025 – Jul 30, 2026
Import this data to Google Sheets with:
=jivedata("signet-investment-advisory-group-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | $5.2M | 2.7%Prev: 1.8% | 17,292 SH | Increased-2,324 SH |
| ADOBE INC | COM | $3.8M | 1.9%Prev: 1.4% | 9,809 SH | Increased-2,987 SH |
| AIR PRODS & CHEMS INC | COM | $1.6M | 0.8% | 5,704 SH | New |
| ALPHABET INC | CAP STK CL C | $3.5M | 1.8%Prev: 2.7% | 19,595 SH | Decreased-1,147 SH |
| AMAZON COM INC | COM | $2.9M | 1.5%Prev: 1.6% | 13,268 SH | Decreased-3,925 SH |
| AMERICAN EXPRESS CO | COM | $2.6M | 1.4%Prev: 1.1% | 8,260 SH | Increased+173 SH |
| AMGEN INC | COM | $1.7M | 0.9%Prev: 1.0% | 6,122 SH | Decreased-284 SH |
| APPLE INC | COM | $6.5M | 3.3%Prev: 3.6% | 31,569 SH | Decreased+839 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $229K | 0.1% | 744 SH | New |
| BANK AMERICA CORP | COM | $257K | 0.1%Prev: 0.2% | 5,425 SH | Decreased-4,738 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $6.3M | 3.2%Prev: 3.0% | 12,959 SH | Decreased-891 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $285K | 0.1%Prev: 0.2% | 6,148 SH | Decreased |
| CHEVRON CORP NEW | COM | $2.2M | 1.1% | 15,076 SH | New |
| CISCO SYS INC | COM | $5.6M | 2.9%Prev: 3.0% | 80,664 SH | Decreased-3,104 SH |
| COCA COLA CO | COM | $3.0M | 1.6%Prev: 2.1% | 43,051 SH | Decreased-16,328 SH |
| COMCAST CORP NEW | CL A | $1.5M | 0.8%Prev: 0.5% | 41,836 SH | Increased+6,308 SH |
| CONOCOPHILLIPS | COM | $2.1M | 1.1%Prev: 1.5% | 23,243 SH | Decreased-2,288 SH |
| COSTCO WHSL CORP NEW | COM | $1.4M | 0.7% | 1,456 SH | New |
| CSX CORP | COM | $4.8M | 2.5%Prev: 2.9% | 146,787 SH | Decreased-8,870 SH |
| CVS HEALTH CORP | COM | $2.2M | 1.1%Prev: 1.0% | 31,659 SH | Decreased+163 SH |
| DEERE & CO | COM | $927K | 0.5%Prev: 0.5% | 1,824 SH | Decreased+47 SH |
| DIGITAL RLTY TR INC | COM | $3.7M | 1.9%Prev: 1.9% | 21,431 SH | Decreased-1,949 SH |
| DISNEY WALT CO | COM | $440K | 0.2%Prev: 0.2% | 3,546 SH | Increased-48 SH |
| EATON CORP PLC | SHS | $2.1M | 1.1%Prev: 1.0% | 5,756 SH | Decreased-483 SH |
| ELI LILLY & CO | COM | $3.2M | 1.6%Prev: 2.0% | 4,052 SH | Decreased-612 SH |
| FEDERAL SIGNAL CORP | COM | $293K | 0.2%Prev: 0.1% | 2,750 SH | Decreased |
| GE AEROSPACE | COM NEW | $286K | 0.1%Prev: 0.1% | 1,110 SH | Decreased+7 SH |
| GE VERNOVA INC | COM | $221K | 0.1%Prev: 0.2% | 418 SH | Decreased+28 SH |
| GENERAL DYNAMICS CORP | COM | $623K | 0.3%Prev: 0.3% | 2,136 SH | Decreased+83 SH |
| GENERAL MLS INC | COM | $890K | 0.5% | 17,184 SH | New |
| HOME DEPOT INC | COM | $3.2M | 1.7%Prev: 1.5% | 8,840 SH | Increased-854 SH |
| HONEYWELL INTL INC | COM | $5.8M | 3.0%Prev: 2.7% | 24,894 SH | Decreased-1,608 SH |
| ISHARES GOLD TR | ISHARES NEW | $11.0M | 5.7%Prev: 6.1% | 176,504 SH | Decreased+26,163 SH |
| ISHARES TR | CORE S&P SCP ETF | $287K | 0.1%Prev: 0.1% | 2,625 SH | Decreased+118 SH |
| JOHNSON & JOHNSON | COM | $4.4M | 2.3%Prev: 3.3% | 28,922 SH | Decreased-815 SH |
| JPMORGAN CHASE & CO. | COM | $6.8M | 3.5% | 23,327 SH | New |
| LOCKHEED MARTIN CORP | COM | $1.5M | 0.8%Prev: 1.1% | 3,249 SH | Decreased-621 SH |
| MCDONALDS CORP | COM | $3.0M | 1.5%Prev: 1.8% | 10,235 SH | Decreased-2,509 SH |
| MEDTRONIC PLC | SHS | $2.2M | 1.1%Prev: 1.2% | 24,797 SH | Decreased-5,720 SH |
| MERCK & CO INC | COM | $1.4M | 0.7%Prev: 0.9% | 17,244 SH | Decreased+249 SH |
| MICROSOFT CORP | COM | $8.8M | 4.5%Prev: 2.7% | 17,632 SH | Increased+1,618 SH |
| NEXTERA ENERGY INC | COM | $4.6M | 2.3%Prev: 3.0% | 65,639 SH | Decreased-4,660 SH |
| NORTHROP GRUMMAN CORP | COM | $2.7M | 1.4%Prev: 1.6% | 5,358 SH | Decreased+139 SH |
| NOVO-NORDISK A S | ADR | $1.5M | 0.8%Prev: 0.4% | 21,600 SH | Increased |
| NVIDIA CORPORATION | COM | $573K | 0.3%Prev: 0.4% | 3,625 SH | Decreased-911 SH |
| ORACLE CORP | COM | $4.5M | 2.3%Prev: 1.1% | 20,758 SH | Increased+4,850 SH |
| PEPSICO INC | COM | $2.9M | 1.5%Prev: 1.9% | 21,857 SH | Decreased-5,223 SH |
| PFIZER INC | COM | $3.3M | 1.7%Prev: 2.0% | 135,312 SH | Decreased-19,453 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $939K | 0.5%Prev: 0.5% | 18,275 SH | Decreased-2,125 SH |
| PROCTER AND GAMBLE CO | COM | $3.9M | 2.0% | 24,250 SH | New |
| S&P GLOBAL INC | COM | $633K | 0.3%Prev: 0.2% | 1,200 SH | Increased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $11.5M | 5.9%Prev: 5.9% | 518,795 SH | Decreased+158 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $449K | 0.2%Prev: 0.2% | 18,417 SH | Increased+586 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $929K | 0.5%Prev: 0.4% | 39,958 SH | Decreased-1,326 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1.4M | 0.7%Prev: 0.7% | 52,950 SH | Decreased+402 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $2.0M | 1.0%Prev: 0.8% | 68,020 SH | Increased+6,859 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $8.8M | 4.5%Prev: 3.8% | 328,155 SH | Increased+16,153 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $960K | 0.5% | 1,553 SH | New |
| UNITEDHEALTH GROUP INC | COM | $2.3M | 1.2%Prev: 1.2% | 7,448 SH | Decreased-1,963 SH |
| US BANCORP DEL | COM NEW | $4.2M | 2.2% | 93,057 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $221K | 0.1%Prev: 0.1% | 3,000 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $471K | 0.2%Prev: 0.2% | 830 SH | Decreased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $306K | 0.2%Prev: 0.2% | 1,006 SH | Decreased-274 SH |
| VERIZON COMMUNICATIONS INC | COM | $216K | 0.1%Prev: 0.1% | 5,000 SH | Decreased-100 SH |
| VISA INC | COM CL A | $5.9M | 3.0%Prev: 2.4% | 16,515 SH | Increased-848 SH |
| WALMART INC | COM | $6.6M | 3.4%Prev: 3.4% | 67,610 SH | Decreased+7,579 SH |
| WASTE MGMT INC DEL | COM | $4.6M | 2.3%Prev: 2.4% | 19,972 SH | Decreased-2,445 SH |
| 13F-HR |
| 0001172661-26-002934 |
| $227.3M |
| View |
| Aug 1, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002844 | $194.8M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001847 | $218.3M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001574 | $198.4M | View |