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.

Portfolio value $236 Million
ETFs: $64.9 Million
Technology: $34.1 Million
Healthcare: $23 Million
Consumer Defensive: $19.9 Million
Consumer Cyclical: $16.3 Million
Utilities: $15 Million
Financial Services: $14.8 Million
Industrials: $13.4 Million
Other: $26.1 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$375B
$5.6 Million 2.37% of portfolio
14,409
Q4 2024 Added 3.13%
$2.8T
$4.99 Million 2.11% of portfolio
11,841
Q4 2024 Added 12.54%
$253B
$4.57 Million 1.93% of portfolio
77,114
Q4 2024 Reduced 0.53%
$370B
$4.52 Million 1.91% of portfolio
25,452
Q4 2024 Added 2.02%
$223B
$4.42 Million 1.87% of portfolio
20,125
Q4 2024 Reduced 4.41%
$434B
$4.03 Million 1.7% of portfolio
27,864
Q4 2024 Added 4.87%
$327B
$3.86 Million 1.63% of portfolio
26,643
Q4 2024 Added 7.07%
$201B
$2.67 Million 1.13% of portfolio
8,987
Q4 2024 Added 2.3%
$270B
$2.39 Million 1.01% of portfolio
17,795
Q4 2024 Added 22.85%
$3.57T
$2.33 Million 0.99% of portfolio
9,315
Q4 2024 Added 2.52%
$818B
$2.29 Million 0.97% of portfolio
5,668
Q4 2024 Added 0.28%
$268B
$2.29 Million 0.97% of portfolio
6,837
Q4 2024 Added 1.14%
$951B
$2.09 Million 0.88% of portfolio
10,951
Q4 2024 Added 5.97%
$490B
$1.88 Million 0.8% of portfolio
3,724
Q4 2024 Added 2.67%
$310B
$1.01 Million 0.43% of portfolio
16,184
Q4 2024 Added 5.11%
$238B
$885,000 0.37% of portfolio
9,805
Q4 2024 Reduced 3.31%
$720B
$551,000 0.23% of portfolio
2,299
Q4 2024 Added 22.03%
$227B
$444,000 0.19% of portfolio
4,466
Q4 2024 Reduced 1.41%
$404B
$325,000 0.14% of portfolio
1,942
Q4 2024 Reduced 3.33%
$496B
$305,000 0.13% of portfolio
2,843
Q3 2024 Reduced 1.25%
$683B
$278,000 0.12% of portfolio
614
Q4 2024 Added 0.99%
$232B
$250,000 0.11% of portfolio
2,213
Q4 2024 Added 4.14%
$230B
$213,000 0.09% of portfolio
738
Q4 2024 Reduced 3.91%
$573B
$215,000 0.09% of portfolio
681
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $236 Million
  • Prior Value $243 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
Track This Portfolio

Track Signature Wealth Management Group Portfolio

Follow Signature Wealth Management Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Signature Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Signature Wealth Management Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email