Signature Wealth Management Group Purchases in Q1 2024

Signature Wealth Management Group

  • $222 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
ETR
Entergy Corp

Utilities
36K
New
$97.2 - $105.68 $3.5M - $3.81M
36K $3.81M
BK
Bank Of New York Mellon Corp

Financial Services
64.6K
New
$51.8 - $57.62 $3.34M - $3.72M
64.6K $3.72M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
36.1K
+ 72.37%
$24.5 - $25.2 $884K - $909K
85.9K $2.13M
HD
Home Depot, Inc.

Consumer Cyclical
657
+ 5.01%
$338.26 - $395.2 $222K - $260K
13.8K $5.28M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.64K
New
$407.69 - $446.08 $669K - $732K
1.64K $685K
O
Realty Income Corp

Real Estate
12.4K
+ 20.06%
$51.39 - $59.48 $636K - $736K
74K $4M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
24.2K
+ 18.28%
$20.24 - $20.75 $489K - $501K
156K $3.2M
TSCO
Tractor Supply CO

Consumer Cyclical
455
+ 6.99%
$212.65 - $266.17 $96.8K - $121K
6.96K $1.82M
AXP
American Express CO

Financial Services
88
+ 0.99%
$179.79 - $229.12 $15.8K - $20.2K
8.99K $2.05M
KMB
Kimberly Clark Corp

Consumer Defensive
1.01K
+ 3.4%
$118.04 - $129.35 $120K - $131K
30.8K $3.99M
TFC
Truist Financial Corp

Financial Services
4.88K
+ 5.94%
$34.53 - $38.98 $168K - $190K
86.9K $3.39M
KBH
Kb Home

Consumer Cyclical
1.51K
+ 5.59%
$58.4 - $70.88 $88.4K - $107K
28.6K $2.03M
FLO
Flowers Foods Inc

Consumer Defensive
5.32K
+ 3.48%
$22.16 - $23.75 $118K - $126K
158K $3.76M
GIS
General Mills Inc

Consumer Defensive
1.2K
+ 2.71%
$62.34 - $69.97 $74.7K - $83.8K
45.5K $3.18M
CVX
Chevron Corp

Energy
566
+ 2.39%
$141.82 - $157.74 $80.3K - $89.3K
24.3K $3.83M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
13.3K
New
$21.79 - $22.29 $290K - $296K
13.3K $291K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
14.8K
+ 6.85%
$22.61 - $23.1 $335K - $343K
231K $5.28M
DE
Deere & CO

Industrials
587
+ 17.01%
$356.78 - $410.74 $209K - $241K
4.04K $1.66M
SO
Southern CO

Utilities
1.15K
+ 0.96%
$66.25 - $72.24 $76.1K - $82.9K
121K $8.7M
NXPI
Nxp Semiconductors N.V.

Technology
522
+ 8.49%
$205.48 - $259.04 $107K - $135K
6.67K $1.65M
SCHW
Schwab Charles Corp

Financial Services
2.24K
+ 10.38%
$61.89 - $72.38 $139K - $162K
23.8K $1.72M
CRM
Salesforce, Inc.

Technology
279
+ 6.82%
$251.12 - $316.88 $70.1K - $88.4K
4.37K $1.32M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.94K
+ 23.69%
$25.27 - $25.61 $226K - $229K
46.6K $1.18M
DOW
Dow Inc.

Basic Materials
334
+ 0.54%
$52.47 - $58.17 $17.5K - $19.4K
62.6K $3.62M
TJX
Tjx Companies Inc

Consumer Cyclical
692
+ 4.18%
$91.7 - $101.42 $63.5K - $70.2K
17.2K $1.75M
GOOG
Alphabet Inc.

Communication Services
723
+ 9.87%
$132.56 - $154.84 $95.8K - $112K
8.05K $1.23M
BLK
Black Rock Inc.

Financial Services
119
+ 5.92%
$774.31 - $842.06 $92.1K - $100K
2.13K $1.77M
PAYX
Paychex Inc

Industrials
110
+ 0.36%
$116.84 - $124.71 $12.9K - $13.7K
30.7K $3.77M
IBMO
Ishares Tr Ibonds December 202

ETFs
5.32K
+ 9.58%
$25.35 - $25.52 $135K - $136K
60.8K $1.54M
NOW
Service Now, Inc.

Technology
25
+ 1.52%
$671.87 - $812.94 $16.8K - $20.3K
1.67K $1.28M
UNH
Unitedhealth Group Inc

Healthcare
389
+ 12.95%
$472.6 - $545.42 $184K - $212K
3.39K $1.68M
CGXU
Capital Group Intl Focus Equit

ETFs
138
+ 0.29%
$23.16 - $25.78 $3.2K - $3.56K
47K $1.21M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
3.77K
+ 23.42%
$23.16 - $23.36 $87.3K - $88K
19.9K $461K
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
3.41K
+ 22.37%
$23.85 - $23.95 $81.4K - $81.7K
18.7K $446K
WMT
Walmart Inc.

Consumer Defensive
6.78K
+ 197.52%
$58.61 - $175.86 $397K - $1.19M
10.2K $614K
FISV
Fiserv Inc

Technology
561
+ 5.79%
N/A
10.2K $1.28M
CSCO
Cisco Systems, Inc.

Technology
2.16K
+ 3.09%
$48.06 - $52.33 $104K - $113K
72K $3.59M
XOM
Exxon Mobil Corp

Energy
36
+ 1.27%
$96.8 - $116.24 $3.48K - $4.18K
2.88K $334K
CGGO
Capital Group Global Growth Eq

ETFs
134
+ 0.93%
$25.15 - $28.93 $3.37K - $3.88K
14.6K $420K
PFE
Pfizer Inc

Healthcare
6.16K
+ 4.92%
$25.89 - $29.73 $160K - $183K
131K $3.64M
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
1.27K
+ 2.49%
$25.9 - $25.98 $32.8K - $32.9K
52.1K $1.35M
ADP
Automatic Data Processing Inc

Industrials
39
+ 2.82%
$232.51 - $255.87 $9.07K - $9.98K
1.42K $355K
IBMP
Ishares Tr Ibonds December 202

ETFs
1.58K
+ 3.24%
$25.17 - $25.41 $39.7K - $40.1K
50.3K $1.27M
Ishares Bitcoin Tr
27.9K
New
N/A
27.9K $0
Ishares Tr
13.9K
New
N/A
13.9K $0
VUSB
Vanguard Bd Index Fds
7.18K
+ 11.11%
N/A
71.8K $0
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
160
+ 0.28%
$26.4 - $26.55 $4.22K - $4.25K
57.4K $1.52M
MCD
Mcdonalds Corp

Consumer Cyclical
18
+ 2.37%
$278.58 - $300.53 $5.01K - $5.41K
778 $219K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.11K
+ 0.55%
$24.69 - $25.14 $27.5K - $28K
204K $5.07M
Activity Summary
Buys All Purchases 57 New Holdings 6 Increased Positions 51 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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