Signature Wealth Management Group Purchases in Q4 2024

Signature Wealth Management Group

  • $236 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HSY
Hershey CO

Consumer Defensive
20.5K
New
$168.67 - $193.65 $3.46M - $3.97M
20.5K $3.47M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
55.4K
+ 60.74%
$24.5 - $25.72 $1.36M - $1.42M
147K $3.6M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
23.2K
New
$43.02 - $47.32 $999K - $1.1M
23.2K $1M
WSM
Williams Sonoma Inc

Consumer Cyclical
3.29K
+ 27.55%
$129.13 - $198.21 $424K - $651K
15.2K $2.82M
TSLA
Tesla, Inc.

Consumer Cyclical
16
+ 0.28%
$213.65 - $479.86 $3.42K - $7.68K
5.67K $2.29M
NVDA
Nvidia Corp

Technology
3.31K
+ 22.85%
$117.0 - $148.88 $387K - $493K
17.8K $2.39M
MSFT
Microsoft Corp

Technology
1.32K
+ 12.54%
$406.35 - $454.46 $536K - $599K
11.8K $4.99M
BMY
Bristol Myers Squibb CO

Healthcare
1.55K
+ 2.14%
$51.92 - $59.94 $80.3K - $92.7K
74K $4.18M
CRM
Salesforce, Inc.

Technology
77
+ 1.14%
$270.87 - $367.87 $20.9K - $28.3K
6.84K $2.29M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
19.4K
New
$21.25 - $22.07 $412K - $428K
19.4K $413K
GOOG
Alphabet Inc.

Communication Services
617
+ 5.97%
$163.08 - $198.16 $101K - $122K
11K $2.09M
NOW
Service Now, Inc.

Technology
40
+ 2.27%
$867.18 - $1148.42 $34.7K - $45.9K
1.8K $1.91M
CRWD
Crowd Strike Holdings, Inc.

Technology
96
+ 1.96%
$275.15 - $388.2 $26.4K - $37.3K
4.98K $1.7M
AXP
American Express CO

Financial Services
202
+ 2.3%
$267.35 - $305.57 $54K - $61.7K
8.99K $2.67M
SCHW
Schwab Charles Corp

Financial Services
666
+ 2.74%
$63.31 - $82.85 $42.2K - $55.2K
25K $1.85M
ETR
Entergy Corp

Utilities
30.4K
+ 83.29%
$73.19 - $156.4 $2.22M - $4.75M
66.8K $5.07M
SNA
Snap On Inc

Industrials
39
+ 0.91%
$285.44 - $371.35 $11.1K - $14.5K
4.31K $1.46M
AAPL
Apple Inc.

Technology
229
+ 2.52%
$221.69 - $259.02 $50.8K - $59.3K
9.32K $2.33M
V
Visa Inc.

Financial Services
681
New
$273.87 - $320.91 $187K - $219K
681 $215K
AMGN
Amgen Inc

Healthcare
1K
+ 126.2%
$258.78 - $328.31 $259K - $329K
1.8K $468K
LNG
Cheniere Energy, Inc.

Energy
150
+ 3.09%
$181.07 - $225.92 $27.2K - $33.9K
5K $1.08M
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.17K
New
$61.52 - $66.5 $195K - $211K
3.17K $202K
CVX
Chevron Corp

Energy
1.76K
+ 7.07%
$141.15 - $162.53 $248K - $286K
26.6K $3.86M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.91K
+ 87.32%
$63.58 - $71.15 $185K - $207K
6.23K $405K
JPM
Jpmorgan Chase & CO

Financial Services
415
+ 22.03%
$205.18 - $250.29 $85.1K - $104K
2.3K $551K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
5.45K
+ 14.55%
$42.84 - $45.38 $234K - $247K
42.9K $1.84M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
6.21K
+ 1.77%
$25.0 - $25.11 $155K - $156K
356K $8.93M
INTU
Intuit Inc

Technology
184
+ 6.39%
$602.01 - $706.25 $111K - $130K
3.06K $1.93M
IBDV
Ishares Tr

Technology
14.4K
+ 6.36%
$21.24 - $22.15 $305K - $318K
241K $5.14M
FMB
First Tr Exchange Traded Fd Ii

ETFs
2.47K
+ 17.58%
$50.62 - $52.07 $125K - $128K
16.5K $841K
TJX
Tjx Companies Inc

Consumer Cyclical
528
+ 4.42%
$112.15 - $127.2 $59.2K - $67.2K
12.5K $1.51M
TFC
Truist Financial Corp

Financial Services
735
+ 0.84%
$41.51 - $48.1 $30.5K - $35.4K
88.2K $3.82M
DE
Deere & CO

Industrials
139
+ 3.21%
$389.45 - $466.0 $54.1K - $64.8K
4.47K $1.89M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.62K
+ 25.24%
$21.81 - $22.48 $79K - $81.4K
18K $393K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2.71K
+ 13.56%
$23.25 - $23.37 $62.9K - $63.3K
22.7K $528K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.76K
+ 17.21%
$22.72 - $23.0 $62.6K - $63.4K
18.8K $428K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.81K
+ 17.14%
$22.1 - $22.59 $62.2K - $63.6K
19.2K $426K
FISV
Fiserv Inc

Technology
377
+ 3.41%
N/A
11.4K $1.43M
IBMP
Ishares Tr Ibonds December 202

ETFs
2.28K
+ 4.73%
$25.08 - $25.43 $57.3K - $58.1K
50.5K $1.27M
CGGR
Capital Group Growth ETF Shs C

ETFs
43
+ 0.26%
$34.49 - $39.24 $1.48K - $1.69K
16.6K $618K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.6K
+ 3.51%
$25.06 - $25.59 $40.1K - $41K
47.3K $1.19M
ABT
Abbott Laboratories

Healthcare
88
+ 4.14%
$111.93 - $119.39 $9.85K - $10.5K
2.21K $250K
IBMO
Ishares Tr Ibonds December 202

ETFs
544
+ 0.93%
$25.4 - $25.62 $13.8K - $13.9K
59.2K $1.51M
VUSB
Vanguard Bd Index Fds
10.5K
+ 14.19%
N/A
84.3K $0
Ishares Tr
15.3K
+ 125.26%
N/A
27.5K $0
Ishares Tr
12.1K
New
N/A
12.1K $0
Bitwise Bitcoin ETF Tr
30.2K
New
N/A
30.2K $0
Blackrock Inc
2.31K
New
N/A
2.31K $0
Ishares Tr
80.3K
New
N/A
80.3K $0
Activity Summary
Buys All Purchases 78 New Holdings 10 Increased Positions 68 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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