Signature Wealth Management Group Portfolio Holdings
Signature Wealth Management Group
- $236 Million
- Q4 2024
Signature Wealth Management Group has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $236 Million distributed in 106 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Southern CO with a value of $9.88M, Ishares Ibonds Dec 2025 Term C with a value of $8.93M, Ishares Tr Ibonds Dec 2027 Ter with a value of $6.13M, Home Depot, Inc. with a value of $5.6M, and Ishares Tr Ibonds Dec 2029 Ter with a value of $5.45M.
Examining the 13F form we can see an decrease of $6.73M in the current position value, from $243M to 236M.
Below you can find more details about Signature Wealth Management Group portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|---|---|---|---|---|
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |