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SIGNET INVESTMENT ADVISORY GROUP, INC.

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PROVIDENCE RI Investment Advisor
13F Summary

Subscription Required

Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Signet Investment Advisory Group is based out of Providence. Signet Investment Advisory Group is a large advisory firm with 159 clients and discretionary assets under management (AUM) of $277,636,246 (Form ADV from 2023-02-28). Their last reported 13F filing for Q4 2023 included $166,157,590 in managed 13F securities and a top 10 holdings concentration of 38.88%. Signet Investment Advisory Group's largest holding is iShares Gold Trust with shares held of 224,727. Whalewisdom has at least 18 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
IAU iShares Gold Trust 5.28%
SCHP Schwab U.S. TIPS ETF 5.19%
SCHF Schwab International 5.12%
MSFT Microsoft Corp. 4.97%
AAPL Apple Inc 4.37%

2023-12-31

13F Activity

Market Value $166m, Prior: $150m
New Purchases 3 stocks
Added To 41 stocks
Sold out of 1 stocks
Reduced holdings in 19 stocks
Top 10 Holdings % 38.88%
Turnover %[1] 6.06%
Turnover Alt %[2] 0.4%
Time Held Top 20 8.95 quarters
Time Held Top 10 8.1 quarters
Time Held All 11.08 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance