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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.09B
$3.61 Million 1.52% of portfolio
174,555
Q4 2024 Added 7.54%
$6.33B
$1.98 Million 0.84% of portfolio
37,309
Q4 2024 Added 410.03%
$5.41B
$1.93 Million 0.82% of portfolio
29,420
Q4 2024 Reduced 1.65%

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
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