Signature Wealth Management Group Reduced Holdings in Q3 2024

Signature Wealth Management Group

  • $243 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
-12.3K
- 93.94%
$309.38 - $337.38 $3.81M - $4.16M
794 $255K
LMT
Lockheed Martin Corp

Industrials
-3.92K
- 85.14%
$460.3 - $584.56 $1.8M - $2.29M
684 $399K
TJX
Tjx Companies Inc

Consumer Cyclical
-5.69K
- 32.25%
$107.93 - $120.23 $614K - $684K
12K $1.4M
TT
Trane Technologies PLC

Industrials
-2.14K
- 33.82%
$314.21 - $388.71 $671K - $831K
4.18K $1.63M
NVDA
Nvidia Corp

Technology
-1.25K
- 7.92%
$98.91 - $134.91 $123K - $168K
14.5K $1.76M
GOOG
Alphabet Inc.

Communication Services
-11
- 0.11%
$149.54 - $192.66 $1.64K - $2.12K
10.3K $1.73M
LLY
Eli Lilly & CO

Healthcare
-93
- 11.51%
$772.14 - $960.02 $71.8K - $89.3K
715 $633K
MRK
Merck & Co., Inc.

Healthcare
-304
- 6.29%
$111.15 - $128.97 $33.8K - $39.2K
4.53K $514K
LRCX
Lam Research Corp

Technology
-9
- 2.97%
$731.56 - $1127.3 $6.58K - $10.1K
294 $239K
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-2.09K
- 4.02%
$25.97 - $26.11 $54.3K - $54.6K
50K $1.3M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-1.94K
- 3.38%
$26.42 - $26.67 $51.3K - $51.7K
55.4K $1.48M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-1.06K
- 7.05%
$51.0 - $52.05 $54.3K - $55.4K
14K $728K
TXN
Texas Instruments Inc

Technology
-217
- 1.16%
$194.6 - $194.6 $42.2K - $42.2K
18.4K $3.59M
IBMO
Ishares Tr Ibonds December 202

ETFs
-2.1K
- 3.46%
$25.26 - $25.66 $53K - $53.9K
58.6K $1.5M
IBMP
Ishares Tr Ibonds December 202

ETFs
-2.04K
- 4.05%
$24.92 - $25.47 $50.8K - $51.9K
48.2K $1.23M
JPM
Jpmorgan Chase & CO

Financial Services
-210
- 10.03%
$194.9 - $224.8 $40.9K - $47.2K
1.88K $397K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-1.71K
- 3.6%
$24.91 - $25.63 $42.5K - $43.7K
45.7K $1.17M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-167
- 0.88%
$23.88 - $24.01 $3.99K - $4.01K
18.7K $449K
Ishares Tr
-2.42K
- 16.55%
N/A
12.2K $0
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-131
- 0.65%
$23.13 - $23.43 $3.03K - $3.07K
20K $467K
XOM
Exxon Mobil Corp

Energy
-36
- 1.25%
$109.72 - $119.0 $3.95K - $4.28K
2.84K $333K
PG
Procter & Gamble CO

Consumer Defensive
-65
- 3.13%
$160.76 - $177.82 $10.4K - $11.6K
2.01K $347K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-50
- 0.31%
$22.55 - $23.1 $1.13K - $1.16K
16K $369K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-60
- 0.36%
$21.96 - $22.69 $1.32K - $1.36K
16.4K $371K
CGGR
Capital Group Growth ETF Shs C

ETFs
-409
- 2.41%
$30.71 - $34.79 $12.6K - $14.2K
16.6K $577K
ABT
Abbott Laboratories

Healthcare
-9
- 0.42%
$100.07 - $118.13 $901 - $1.06K
2.13K $242K
MCD
Mcdonalds Corp

Consumer Cyclical
-40
- 4.95%
$245.82 - $304.51 $9.83K - $12.2K
768 $233K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-9
- 1.46%
$405.19 - $478.57 $3.65K - $4.31K
608 $279K
CGDV
Capital Group Divid Value ETF

ETFs
-218
- 1.88%
$32.96 - $36.48 $7.19K - $7.95K
11.3K $413K
ADP
Automatic Data Processing Inc

Industrials
-9
- 0.65%
$233.44 - $279.45 $2.1K - $2.52K
1.38K $382K
TIP
Ishares Tr Tips Bd ETF

ETFs
-493
- 1.23%
$105.92 - $110.83 $52.2K - $54.6K
39.6K $4.37M
WMT
Walmart Inc.

Consumer Defensive
-369
- 3.51%
$66.91 - $81.4 $24.7K - $30K
10.1K $818K
KO
Coca Cola CO

Consumer Defensive
-234
- 1.5%
$62.69 - $73.01 $14.7K - $17.1K
15.4K $1.11M
KMB
Kimberly Clark Corp

Consumer Defensive
-7
- 0.02%
$135.05 - $148.35 $945 - $1.04K
30.8K $4.39M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-24
- 0.09%
$89.91 - $101.33 $2.16K - $2.43K
27.2K $2.67M
AAPL
Apple Inc.

Technology
-43
- 0.47%
$207.23 - $234.82 $8.91K - $10.1K
9.09K $2.12M
WMB
Williams Companies, Inc.

Energy
-1.24K
- 1.07%
$41.24 - $46.22 $51.2K - $57.4K
115K $5.23M
TFC
Truist Financial Corp

Financial Services
-519
- 0.59%
$38.22 - $44.94 $19.8K - $23.3K
87.4K $3.74M
TSLA
Tesla, Inc.

Consumer Cyclical
-32
- 0.56%
$191.76 - $263.26 $6.14K - $8.42K
5.65K $1.48M
ABBV
Abb Vie Inc.

Healthcare
-1.52K
- 5.74%
$163.84 - $199.33 $249K - $303K
24.9K $4.93M
BK
Bank Of New York Mellon Corp

Financial Services
-337
- 0.52%
$59.54 - $72.17 $20.1K - $24.3K
64.2K $4.61M
SO
Southern CO

Utilities
-42
- 0.03%
$77.0 - $90.52 $3.23K - $3.8K
124K $11.2M
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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