Signature Wealth Management Group Purchases in Q3 2024

Signature Wealth Management Group

  • $243 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LAMR
Lamar Advertising CO

Real Estate
30.7K
New
$110.9 - $135.58 $3.4M - $4.16M
30.7K $4.1M
TGT
Target Corp

Consumer Defensive
26K
New
$133.47 - $159.25 $3.47M - $4.14M
26K $4.05M
JNJ
Johnson & Johnson

Healthcare
22.3K
+ 522.95%
$145.48 - $167.38 $3.24M - $3.73M
26.6K $4.31M
IBM
International Business Machines Corp

Technology
302
+ 1.46%
$175.1 - $223.38 $52.9K - $67.5K
21.1K $4.65M
ETR
Entergy Corp

Utilities
285
+ 0.79%
$104.75 - $131.61 $29.9K - $37.5K
36.5K $4.8M
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.01%
$333.64 - $405.2 $667 - $810
14K $5.66M
BMY
Bristol Myers Squibb CO

Healthcare
1.73K
+ 2.45%
$39.66 - $51.75 $68.7K - $89.7K
72.4K $3.75M
O
Realty Income Corp

Real Estate
221
+ 0.3%
$52.36 - $63.42 $11.6K - $14K
74.8K $4.75M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
1.23K
+ 1.53%
$43.9 - $52.34 $54.1K - $64.5K
81.8K $4.21M
CSCO
Cisco Systems, Inc.

Technology
2.37K
+ 3.16%
$44.74 - $53.22 $106K - $126K
77.5K $4.13M
KBH
Kb Home

Consumer Cyclical
697
+ 2.39%
$65.35 - $89.63 $45.5K - $62.5K
29.9K $2.56M
GIS
General Mills Inc

Consumer Defensive
274
+ 0.59%
$62.5 - $75.15 $17.1K - $20.6K
46.5K $3.43M
BLK
Black Rock Inc.

Financial Services
31
+ 1.41%
$782.27 - $949.51 $24.3K - $29.4K
2.23K $2.11M
AXP
American Express CO

Financial Services
22
+ 0.25%
$225.92 - $271.17 $4.97K - $5.97K
8.79K $2.38M
UNH
Unitedhealth Group Inc

Healthcare
142
+ 4.07%
$488.01 - $604.18 $69.3K - $85.8K
3.63K $2.12M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.45K
+ 1.35%
$37.98 - $41.19 $55K - $59.6K
109K $4.48M
CRM
Salesforce, Inc.

Technology
748
+ 12.44%
$238.42 - $276.53 $178K - $207K
6.76K $1.85M
DE
Deere & CO

Industrials
259
+ 6.37%
$344.84 - $418.0 $89.3K - $108K
4.33K $1.81M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
5.8K
+ 3.62%
$20.12 - $21.28 $117K - $123K
166K $3.52M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
4.38K
+ 13.25%
$42.87 - $45.76 $188K - $200K
37.5K $1.69M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
3.1K
+ 1.32%
$22.51 - $23.57 $69.8K - $73K
237K $5.58M
IBDV
Ishares Tr

Technology
2.8K
+ 1.25%
$21.11 - $22.24 $59K - $62.2K
226K $5.01M
ZTS
Zoetis Inc.

Healthcare
418
+ 5.03%
$172.58 - $196.48 $72.1K - $82.1K
8.74K $1.71M
TSCO
Tractor Supply CO

Consumer Cyclical
316
+ 4.51%
$251.95 - $290.93 $79.6K - $91.9K
7.32K $2.13M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.11K
+ 1.51%
$24.62 - $25.59 $76.5K - $79.5K
209K $5.33M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
381
+ 43.2%
$475.2 - $527.7 $181K - $201K
1.26K $666K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.14K
+ 0.84%
$23.63 - $24.42 $50.6K - $52.3K
258K $6.3M
NOW
Service Now, Inc.

Technology
35
+ 2.02%
$730.87 - $937.36 $25.6K - $32.8K
1.76K $1.58M
PSA
Public Storage

Real Estate
596
New
$283.13 - $365.01 $169K - $218K
596 $216K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.33K
New
$59.25 - $65.33 $197K - $217K
3.33K $215K
PFE
Pfizer Inc

Healthcare
2.8K
+ 2.06%
$27.7 - $31.39 $77.6K - $87.9K
139K $4.02M
DAL
Delta Air Lines, Inc.

Industrials
4.17K
New
$37.32 - $51.8 $155K - $216K
4.17K $211K
FLO
Flowers Foods Inc

Consumer Defensive
2.71K
+ 1.69%
$21.44 - $23.77 $58K - $64.3K
162K $3.74M
WSM
Williams Sonoma Inc

Consumer Cyclical
6.07K
+ 103.62%
$128.47 - $280.94 $780K - $1.71M
11.9K $1.85M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
3.62K
+ 4.14%
$24.34 - $25.83 $88.2K - $93.6K
91.2K $2.34M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
3.6K
+ 1.04%
$24.78 - $25.11 $89.3K - $90.5K
350K $8.79M
SNA
Snap On Inc

Industrials
181
+ 4.43%
$255.35 - $289.77 $46.2K - $52.4K
4.27K $1.24M
DOW
Dow Inc.

Basic Materials
1.18K
+ 1.89%
$50.15 - $55.41 $59.3K - $65.6K
63.9K $3.49M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
3.97K
+ 5.52%
$17.02 - $18.39 $67.6K - $73K
75.9K $1.39M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
1K
+ 1.33%
$26.14 - $27.97 $26.2K - $28K
76.3K $2.1M
CGGO
Capital Group Global Growth Eq

ETFs
2.94K
+ 20.5%
$27.25 - $30.52 $80.1K - $89.7K
17.3K $520K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
215
+ 5.72%
$460.0 - $505.78 $98.9K - $109K
3.97K $1.85M
UPS
United Parcel Service Inc

Industrials
566
+ 2.3%
$123.32 - $147.38 $69.8K - $83.4K
25.2K $3.43M
FISV
Fiserv Inc

Technology
365
+ 3.41%
N/A
11.1K $1.39M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.39K
+ 1.05%
$23.75 - $23.75 $56.8K - $56.8K
229K $5.45M
LNG
Cheniere Energy, Inc.

Energy
96
+ 2.02%
$172.24 - $186.09 $16.5K - $17.9K
4.85K $872K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
175
+ 0.06%
$25.04 - $25.21 $4.38K - $4.41K
307K $7.73M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
166
+ 1.17%
$21.7 - $22.6 $3.6K - $3.75K
14.4K $323K
VUSB
Vanguard Bd Index Fds
1.81K
+ 2.51%
N/A
73.8K $0
Activity Summary
Buys All Purchases 58 New Holdings 5 Increased Positions 53 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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