Signature Wealth Management Group Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$248.7M
Holdings
106
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (106 positions)
| Stock | Value |
|---|---|
SOSOUTHERN CO | $9.9M |
IBDQISHARES TR | $8.9M |
IBDSISHARES TR | $6.1M |
HDHOME DEPOT INC | $5.6M |
IBDRISHARES TR | $5.5M |
IBDUISHARES TR | $5.5M |
IBDTISHARES TR | $5.2M |
IBDVISHARES TR | $5.1M |
ETRENTERGY CORP NEW | $5.1M |
MSFTMICROSOFT CORP | $5.0M |
WMBWILLIAMS COS INC | $4.6M |
BKBANK NEW YORK MELLON CORP | $4.6M |
CSCOCISCO SYS INC | $4.6M |
ABBVABBVIE INC | $4.5M |
IBMINTERNATIONAL BUSINESS MACHS | $4.4M |
PAYXPAYCHEX INC | $4.4M |
DIVOAMPLIFY ETF TR | $4.3M |
TIPISHARES TR | $4.3M |
BMYBRISTOL-MYERS SQUIBB CO | $4.2M |
VUSBVANGUARD BD INDEX FDS | $4.2M |
KMBKIMBERLY-CLARK CORP | $4.1M |
JNJJOHNSON & JOHNSON | $4.0M |
OREALTY INCOME CORP | $4.0M |
IBDWISHARES TR | $3.9M |
GLPIGAMING & LEISURE PPTYS INC | $3.9M |
CVXCHEVRON CORP NEW | $3.9M |
TFCTRUIST FINL CORP | $3.8M |
LAMRLAMAR ADVERTISING CO NEW | $3.8M |
FLOFLOWERS FOODS INC | $3.6M |
IBDXISHARES TR | $3.6M |
PFEPFIZER INC | $3.5M |
HSYHERSHEY CO | $3.5M |
TXNTEXAS INSTRS INC | $3.4M |
DYHTARGET CORP | $3.4M |
UPSUNITED PARCEL SERVICE INC | $3.3M |
GISGENERAL MLS INC | $3.0M |
WSMWILLIAMS SONOMA INC | $2.8M |
AXPAMERICAN EXPRESS CO | $2.7M |
DOWDOW INC | $2.5M |
TLTISHARES TR | $2.4M |
NVDANVIDIA CORPORATION | $2.4M |
BLKBLACKROCK INC | $2.4M |
FISVFISERV INC | $2.4M |
AAPLAPPLE INC | $2.3M |
TSLATESLA INC | $2.3M |
CRMSALESFORCE INC | $2.3M |
GOOGALPHABET INC | $2.1M |
IBDYISHARES TR | $2.0M |
BABINVESCO EXCH TRADED FD TR II | $2.0M |
TSCOTRACTOR SUPPLY CO | $2.0M |
KBHKB HOME | $1.9M |
INTUINTUIT | $1.9M |
NOWSERVICENOW INC | $1.9M |
DEDEERE & CO | $1.9M |
UNHUNITEDHEALTH GROUP INC | $1.9M |
SCHWSCHWAB CHARLES CORP | $1.8M |
FIXDFIRST TR EXCHNG TRADED FD VI | $1.8M |
CRWDCROWDSTRIKE HLDGS INC | $1.7M |
VRTXVERTEX PHARMACEUTICALS INC | $1.6M |
TTTRANE TECHNOLOGIES PLC | $1.6M |
NXPINXP SEMICONDUCTORS N V | $1.6M |
ZTSZOETIS INC | $1.6M |
BITBBITWISE BITCOIN ETF TR | $1.5M |
TJXTJX COS INC NEW | $1.5M |
IBMOISHARES TR | $1.5M |
IAUISHARES TR | $1.5M |
SNASNAP ON INC | $1.5M |
PFXFVANECK ETF TRUST | $1.3M |
IBMPISHARES TR | $1.3M |
IBMQISHARES TR | $1.2M |
CGXUCAPITAL GROUP INTL FOCUS EQT | $1.1M |
LNGCHENIERE ENERGY INC | $1.1M |
KOCOCA COLA CO | $1.0M |
SPYDSPDR SER TR | $1.0M |
ADBEADOBE INC | $984K |
WMTWALMART INC | $886K |
RJFRAYMOND JAMES FINL INC | $846K |
FMBFIRST TR EXCH TRADED FD III | $841K |
IBMRISHARES TR | $687K |
VOOVANGUARD INDEX FDS | $676K |
CGGRCAPITAL GROUP GROWTH ETF | $618K |
LLYELI LILLY & CO | $552K |
JPMJPMORGAN CHASE & CO. | $551K |
AQLTISHARES TR | $529K |
CGGOCAPITAL GROUP GBL GROWTH EQT | $517K |
AMGNAMGEN INC | $468K |
MRKMERCK & CO INC | $444K |
IBTGISHARES TR | $428K |
IBTHISHARES TR | $427K |
IBMSISHARES TR | $413K |
CGDGCAPITAL GROUP DIVIDEND VALUE | $408K |
DFASDIMENSIONAL ETF TRUST | $406K |
IBTIISHARES TR | $394K |
ADPAUTOMATIC DATA PROCESSING IN | $390K |
LMTLOCKHEED MARTIN CORP | $326K |
PGPROCTER AND GAMBLE CO | $326K |
IBMSISHARES TR | $308K |
XOMEXXON MOBIL CORP | $306K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $278K |
SPYSPDR S&P 500 ETF TR | $251K |
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