Signature Wealth Management Group has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $222 Million distributed in 101 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Southern CO with a value of $8.7M, Ishares Ibonds Dec 2025 Term C with a value of $8.53M, Ishares Ibonds Dec 2024 Term C with a value of $7.68M, Ishares Tr Ibonds Dec 2027 Ter with a value of $6.06M, and Ishares Tr Ibonds Dec 2026 Ter with a value of $5.35M.

Examining the 13F form we can see an increase of $9.74M in the current position value, from $212M to 222M.

Below you can find more details about Signature Wealth Management Group portfolio as well as his latest detailed transactions.

Portfolio value $222 Million
ETFs: $68.8 Million
Technology: $29.4 Million
Healthcare: $22 Million
Consumer Cyclical: $15.5 Million
Industrials: $14.6 Million
Financial Services: $14.1 Million
Consumer Defensive: $12.8 Million
Utilities: $12.8 Million
Other: $24.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $222 Million
  • Prior Value $212 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 22, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 6 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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