Signature Wealth Management Group has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $223 Million distributed in 100 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Southern CO with a value of $9.65M, Ishares Ibonds Dec 2025 Term C with a value of $8.61M, Ishares Ibonds Dec 2024 Term C with a value of $7.7M, Ishares Tr Ibonds Dec 2027 Ter with a value of $6.08M, and Ishares Tr Ibonds Dec 2026 Ter with a value of $5.41M.
Examining the 13F form we can see an increase of $982K in the current position value, from $222M to 223M.
Below you can find more details about Signature Wealth Management Group portfolio as well as his latest detailed transactions.
Portfolio value
$223 Million
ETFs: $69 Million
Technology: $30.5 Million
Healthcare: $22.5 Million
Industrials: $14.2 Million
Financial Services: $14.2 Million
Consumer Cyclical: $13.7 Million
Utilities: $13.5 Million
Consumer Defensive: $12.8 Million
Other: $24.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions