Signature Wealth Management Group Portfolio Holdings

Signature Wealth Management Group

  • $243 Million
  • Q3 2024

Signature Wealth Management Group has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $243 Million distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Southern CO with a value of $11.2M, Ishares Ibonds Dec 2025 Term C with a value of $8.79M, Ishares Ibonds Dec 2024 Term C with a value of $7.73M, Ishares Tr Ibonds Dec 2027 Ter with a value of $6.3M, and Home Depot, Inc. with a value of $5.66M.

Examining the 13F form we can see an increase of $20.1M in the current position value, from $223M to 243M.

Below you can find more details about Signature Wealth Management Group portfolio as well as his latest detailed transactions.

Portfolio value $243 Million
ETFs: $71.7 Million
Technology: $31.8 Million
Healthcare: $24.3 Million
Consumer Defensive: $17.9 Million
Utilities: $16 Million
Financial Services: $15.8 Million
Consumer Cyclical: $15.3 Million
Industrials: $13.3 Million
Other: $28.6 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $243 Million
  • Prior Value $223 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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