Signature Wealth Management Group

Latest statistics and disclosures from Signature Wealth Management Group's latest quarterly 13F-HR filing:

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Positions held by Signature Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Signature Wealth Management Group

Signature Wealth Management Group holds 101 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Southern Company (SO) 4.0 $8.7M 121k 72.15
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Ishares Tr Ibonds Dec25 Etf (IBDQ) 3.9 $8.5M 344k 24.72
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Ishares Tr Ibonds Dec24 Etf (IBDP) 3.5 $7.7M 307k 25.04
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Ishares Tr Ibonds 27 Etf (IBDS) 2.7 $6.0M 255k 23.51
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Ishares Tr Ibonds Dec2026 (IBDR) 2.4 $5.3M 224k 23.66
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Ishares Tr Ibonds Dec 29 (IBDU) 2.4 $5.2M +6% 231k 22.33
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Ishares Tr Ibds Dec28 Etf (IBDT) 2.3 $5.0M 204k 24.45
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Williams Companies (WMB) 2.2 $4.8M -3% 125k 38.51
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Home Depot (HD) 2.1 $4.6M +5% 14k 335.36
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Ishares Tr Ibonds Dec 2030 (IBDV) 2.1 $4.6M +9% 221k 20.86
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Abbvie (ABBV) 2.1 $4.5M -4% 27k 166.41
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Ishares Tr Tips Bd Etf (TIP) 1.9 $4.3M -4% 40k 105.78
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Merck & Co (MRK) 1.9 $4.2M -4% 33k 125.78
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Amplify Etf Tr Cwp Enhanced Div (DIVO) 1.9 $4.1M 108k 37.94
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Microsoft Corporation (MSFT) 1.9 $4.1M -2% 10k 399.11
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Realty Income (O) 1.8 $3.9M +20% 74k 53.04
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Kimberly-Clark Corporation (KMB) 1.8 $3.9M +3% 31k 126.83
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Flowers Foods (FLO) 1.8 $3.9M +3% 158k 24.58
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Chevron Corporation (CVX) 1.8 $3.9M +2% 24k 160.00
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Entergy Corporation (ETR) 1.7 $3.8M NEW 36k 106.77
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International Business Machines (IBM) 1.7 $3.7M -20% 20k 181.58
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Paychex (PAYX) 1.7 $3.7M 31k 119.52
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Bank of New York Mellon Corporation (BK) 1.7 $3.6M NEW 65k 56.29
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.6 $3.5M +11% 72k 49.38
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Dow (DOW) 1.6 $3.5M 63k 56.66
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Amgen (AMGN) 1.6 $3.5M -4% 13k 268.94
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Cisco Systems (CSCO) 1.6 $3.5M +3% 72k 48.32
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Gaming & Leisure Pptys (GLPI) 1.6 $3.5M 81k 42.80
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United Parcel Service CL B (UPS) 1.6 $3.5M 24k 142.77
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Pfizer (PFE) 1.6 $3.4M +4% 131k 26.00
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General Mills (GIS) 1.5 $3.2M +2% 46k 70.42
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Truist Financial Corp equities (TFC) 1.5 $3.2M +5% 87k 36.80
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Ishares Tr Ibonds Dec 2031 (IBDW) 1.4 $3.1M +18% 156k 19.93
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Texas Instruments Incorporated (TXN) 1.4 $3.1M -2% 19k 159.68
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.1 $2.4M 27k 89.15
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Lockheed Martin Corporation (LMT) 1.0 $2.1M 4.5k 463.90
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American Express Company (AXP) 0.9 $2.1M 9.0k 231.04
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Ishares Tr Ibonds Dec 2032 (IBDX) 0.9 $2.1M +72% 86k 24.09
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Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.9 $1.9M -2% 75k 25.94
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Digital Realty Trust (DLR) 0.9 $1.9M -3% 14k 136.83
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Trane Technologies SHS (TT) 0.8 $1.9M -3% 6.5k 288.26
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Tractor Supply Company (TSCO) 0.8 $1.8M +6% 7.0k 252.79
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Charles Schwab Corporation (SCHW) 0.8 $1.8M +10% 24k 73.42
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KB Home (KBH) 0.8 $1.7M +5% 29k 61.03
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UnitedHealth (UNH) 0.8 $1.7M +12% 3.4k 501.08
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Intuit (INTU) 0.8 $1.7M 2.7k 605.10
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Williams-Sonoma (WSM) 0.8 $1.6M -22% 5.9k 279.22
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Deere & Company (DE) 0.7 $1.6M +17% 4.0k 400.31
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TJX Companies (TJX) 0.7 $1.6M +4% 17k 93.36
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BlackRock (BLK) 0.7 $1.6M +5% 2.1k 749.96
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Ishares Tr Ibonds Dec 26 (IBMO) 0.7 $1.5M +9% 61k 25.23
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Fiserv (FI) 0.7 $1.5M +5% 10k 148.62
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Ishares Tr Ibonds Dec 25 (IBMN) 0.7 $1.5M 57k 26.39
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Leggett & Platt (LEG) 0.7 $1.5M -4% 82k 18.26
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Apple (AAPL) 0.7 $1.4M +3% 8.7k 165.00
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Nxp Semiconductors N V (NXPI) 0.7 $1.4M +8% 6.7k 215.11
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Lam Research Corporation (LRCX) 0.6 $1.4M 1.6k 870.34
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Ishares Tr Ibonds Dec (IBMM) 0.6 $1.4M +2% 52k 25.96
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.6 $1.3M 32k 42.30
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Crowdstrike Hldgs Cl A (CRWD) 0.6 $1.3M -29% 4.7k 282.64
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Ishares Tr Ibonds Dec 27 (IBMP) 0.6 $1.3M +3% 50k 24.98
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Alphabet Cap Stk Cl C (GOOG) 0.6 $1.3M +9% 8.0k 155.73
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Vaneck Etf Trust Preferred Securt (PFXF) 0.6 $1.2M 72k 16.99
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Servicenow (NOW) 0.5 $1.2M 1.7k 714.02
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NVIDIA Corporation (NVDA) 0.5 $1.2M -27% 1.6k 762.08
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salesforce (CRM) 0.5 $1.2M +6% 4.4k 270.38
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Ishares Tr Ibonds Dec 28 (IBMQ) 0.5 $1.2M +23% 47k 25.09
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Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.5 $1.2M 47k 24.83
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Zoetis Cl A (ZTS) 0.5 $1.1M +13% 7.8k 146.50
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Snap-on Incorporated (SNA) 0.5 $1.1M -4% 4.0k 268.79
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Ishares Bitcoin Tr SHS (IBIT) 0.5 $1.0M NEW 28k 36.67
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Coca-Cola Company (KO) 0.4 $934k 16k 60.17
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Adobe Systems Incorporated (ADBE) 0.4 $848k +8% 1.8k 465.02
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Tesla Motors (TSLA) 0.4 $816k -20% 5.6k 147.05
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.4 $783k -12% 15k 50.98
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Cheniere Energy Com New (LNG) 0.3 $760k +2% 4.7k 161.96
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Raymond James Financial (RJF) 0.3 $708k 5.7k 123.60
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Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $647k NEW 1.6k 394.28
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Johnson & Johnson (JNJ) 0.3 $619k 4.2k 147.91
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Wal-Mart Stores (WMT) 0.3 $608k +197% 10k 59.53
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Eli Lilly & Co. (LLY) 0.3 $587k -16% 808.00 726.31
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.2 $514k 17k 30.03
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Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.2 $460k +23% 20k 23.16
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Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.2 $447k +22% 19k 23.93
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $402k 884.00 455.10
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.2 $398k 15k 27.26
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JPMorgan Chase & Co. (JPM) 0.2 $387k -91% 2.1k 185.80
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.2 $362k -2% 12k 31.10
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Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.2 $357k 16k 22.52
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Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.2 $355k 16k 21.86
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Ishares Tr Ibonds Dec 2029 (IBMR) 0.2 $348k NEW 14k 24.92
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Automatic Data Processing (ADP) 0.2 $347k +2% 1.4k 243.33
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Exxon Mobil Corporation (XOM) 0.2 $345k 2.9k 119.88
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Procter & Gamble Company (PG) 0.1 $315k 2.0k 158.14
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Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.1 $287k NEW 13k 21.55
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $250k -4% 617.00 405.08
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Nextera Energy (NEE) 0.1 $248k 3.9k 64.30
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Abbott Laboratories (ABT) 0.1 $231k -2% 2.2k 107.28
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $213k 1.7k 126.79
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $212k -41% 429.00 495.16
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McDonald's Corporation (MCD) 0.1 $212k +2% 778.00 271.99
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Past Filings by Signature Wealth Management Group

SEC 13F filings are viewable for Signature Wealth Management Group going back to 2017

View all past filings