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CIK: 0001736666
Total reported value
$263.4M
$263.4M
100 檔
14.2%
According to the latest 13F quarterly dataset, Signature Wealth Management Group managed an equity portfolio of $263.4M at the end of Q2 2024, spanning 100 distinct U.S. exchange-listed positions.
During Q2 2024, Signature Wealth Management Group's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SO | Southern Co/the | Stock-Utilities | 4.22% | +0.15% | +2.55% | |
| 2 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 3.77% | — | +0.80% | |
| 3 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 3.37% | — | -0.10% | |
| 4 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.66% | -0.19% | +0.57% | |
| 5 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.37% | -0.18% | +1.26% | |
| 6 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 2.32% | -0.18% | +1.16% | |
| 7 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.23% | -0.17% | +0.96% | |
| 8 | WMB | Williams Cos Inc | Stock-Energy | 2.15% | +0.25% | -7.67% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 2.11% | -0.69% | +1.47% | |
| 10 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 2.08% | -0.17% | +1.10% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.05% | -0.03% | +2.14% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 1.99% | -0.24% | -2.88% | |
| 13 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.88% | — | -0.70% | |
| 14 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.87% | +1.52% | +0.02% | |
| 15 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.82% | -1.75% | -0.76% | |
| 16 | AMGN | Amgen Inc | Stock-Healthcare | 1.79% | — | -0.38% | |
| 17 | O | Realty Income CORP | Stock-Real Estate | 1.73% | +0.03% | +0.80% | |
| 18 | ETR | Entergy CORP | Stock-Utilities | 1.70% | +0.02% | +0.47% | |
| 19 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.69% | — | -0.06% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.67% | +0.45% | +0.72% | |
| 21 | PFE | Pfizer Inc | Stock-Healthcare | 1.67% | +0.08% | +3.73% | |
| 22 | PAYX | Paychex Inc | Stock-Tech | 1.62% | -0.33% | +1.74% | |
| 23 | GLPI | Gaming And Leisure Propertie | Stock-Real Estate | 1.60% | -0.13% | -0.61% | |
| 24 | TXN | Texas Instruments Inc | Stock-Tech | 1.59% | +0.07% | -3.91% | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 1.57% | -0.25% | +1.70% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 1.56% | -0.16% | +4.41% | |
| 27 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.56% | -0.24% | +0.27% | |
| 28 | FLO | Flowers Foods Inc | Stock-Consumer Staples | 1.55% | — | +0.94% | |
| 29 | TFC | Truist Financial CORP | Stock-Financials | 1.50% | -0.25% | +1.14% | |
| 30 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.48% | -0.10% | +1.86% | |
| 31 | DOW | Dow Inc | Stock-Materials | 1.46% | — | +0.22% | |
| 32 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.42% | -0.15% | +2.37% | |
| 33 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.29% | +0.09% | — | |
| 34 | GIS | General Mills Inc | Stock-Consumer Staples | 1.28% | -0.27% | +1.67% | |
| 35 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.09% | -0.11% | -0.17% | |
| 36 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.94% | -0.09% | +1.93% | |
| 37 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.94% | — | +1.25% | |
| 38 | TT | Trane Technologies plc | Stock-Industrials | 0.91% | -0.44% | -2.20% | |
| 39 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.90% | — | -1.26% | |
| 40 | KBH | Kb Home | Stock-Consumer Disc | 0.90% | -0.56% | +2.20% | |
| 41 | AXP | American Express Co | Stock-Financials | 0.89% | -0.82% | -2.49% | |
| 42 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 0.87% | -0.07% | +1.10% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.85% | +0.82% | +913.60% | |
| 44 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.85% | -0.49% | +2.33% | |
| 45 | AAPL | Apple Inc | Stock-Tech | 0.84% | -0.08% | +4.42% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.83% | +0.27% | +28.57% | |
| 47 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.83% | -0.58% | +0.55% | |
| 48 | INTU | Intuit Inc | Stock-Tech | 0.81% | -0.76% | +2.44% | |
| 49 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.80% | — | +1.98% | |
| 50 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.80% | -0.65% | +0.96% |
According to official SEC Form 13F filings, Signature Wealth Management Group reported a total U.S. public equity portfolio value of $263.4M across 100 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SO, IBDQ, IBDP) accounted for 14.2% of total reported equity market value during Q2 2024.
During Q2 2024, Signature Wealth Management Group's top holdings by market value included SO (4.2%)、IBDQ (3.8%)、IBDP (3.4%). The largest single position, SO, represented 4.2% of total portfolio value.
In Q2 2024, Signature Wealth Management Group made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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