Signature Wealth Management Group Sells in Q4 2024

Signature Wealth Management Group

  • $236 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SO
Southern CO

Utilities
-4.25K
- 3.42%
$81.5 - $94.15 $346K - $400K
120K $9.88M
DOW
Dow Inc.

Basic Materials
-2.34K
- 3.67%
$39.1 - $55.34 $91.7K - $130K
61.5K $2.47M
O
Realty Income Corp

Real Estate
-871
- 1.16%
$51.76 - $64.71 $45.1K - $56.4K
74K $3.95M
TGT
Target Corp

Consumer Defensive
-683
- 2.63%
$121.59 - $160.69 $83K - $110K
25.3K $3.42M
KBH
Kb Home

Consumer Cyclical
-495
- 1.65%
$65.58 - $85.3 $32.5K - $42.2K
29.4K $1.93M
WMB
Williams Companies, Inc.

Energy
-28.8K
- 25.19%
$46.37 - $59.74 $1.34M - $1.72M
85.7K $4.64M
PFE
Pfizer Inc

Healthcare
-6.33K
- 4.55%
$24.8 - $30.19 $157K - $191K
133K $3.52M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-580
- 0.71%
$46.46 - $51.66 $26.9K - $30K
81.3K $3.91M
IBM
International Business Machines Corp

Technology
-929
- 4.41%
$204.9 - $238.04 $190K - $221K
20.1K $4.42M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-2.64K
- 1.02%
$23.88 - $24.32 $62.9K - $64.1K
256K $6.13M
LMT
Lockheed Martin Corp

Industrials
-13
- 1.9%
$479.66 - $614.62 $6.24K - $7.99K
671 $326K
MRK
Merck & Co., Inc.

Healthcare
-64
- 1.41%
$96.31 - $114.76 $6.16K - $7.34K
4.47K $444K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-1.63K
- 0.71%
N/A
228K $5.41M
BK
Bank Of New York Mellon Corp

Financial Services
-4.5K
- 7.02%
$70.82 - $81.87 $319K - $369K
59.7K $4.59M
PG
Procter & Gamble CO

Consumer Defensive
-67
- 3.33%
$161.05 - $179.7 $10.8K - $12K
1.94K $325K
MCD
Mcdonalds Corp

Consumer Cyclical
-30
- 3.91%
$288.47 - $316.54 $8.65K - $9.5K
738 $213K
TXN
Texas Instruments Inc

Technology
-64
- 0.35%
N/A
18.4K $3.58M
ADP
Automatic Data Processing Inc

Industrials
-51
- 3.69%
$280.08 - $307.97 $14.3K - $15.7K
1.33K $389K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-9
- 0.71%
$521.84 - $558.82 $4.7K - $5.03K
1.25K $675K
WMT
Walmart Inc.

Consumer Defensive
-336
- 3.31%
$79.1 - $95.7 $26.6K - $32.2K
9.81K $885K
PAYX
Paychex Inc

Industrials
-429
- 1.35%
$135.86 - $148.73 $58.3K - $63.8K
31.3K $4.38M
RJF
Raymond James Financial Inc

Financial Services
-193
- 3.42%
$123.0 - $170.1 $23.7K - $32.8K
5.45K $845K
CSCO
Cisco Systems, Inc.

Technology
-408
- 0.53%
$52.45 - $60.02 $21.4K - $24.5K
77.1K $4.57M
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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