Signature Wealth Management Group Top Holdings and 13F Report (2024) About Signature Wealth Management GroupInvestment ActivitySignature Wealth Management Group has $249.35 million in total holdings as of September 30, 2024.Signature Wealth Management Group owns shares of 104 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 6.77% of the portfolio was purchased this quarter.About 4.52% of the portfolio was sold this quarter.This quarter, Signature Wealth Management Group has purchased 100 new stocks and bought additional shares in 53 stocks.Signature Wealth Management Group sold shares of 43 stocks and completely divested from 1 stock this quarter.Largest Holdings Southern $11,211,410iShares iBonds Dec 2025 Term Corporate ETF $8,788,161iShares iBonds Dec 2024 Term Corporate ETF $7,728,199iShares iBonds Dec 2027 Term Corporate ETF $6,296,163Home Depot $5,661,567 Largest New Holdings this Quarter Lamar Advertising $4,100,472 HoldingTarget $4,047,274 HoldingPublic Storage $216,867 HoldingDimensional U.S. Small Cap ETF $215,789 HoldingDelta Air Lines $211,540 Holding Largest Purchases this Quarter Lamar Advertising 30,692 shares (about $4.10M)Target 25,967 shares (about $4.05M)Johnson & Johnson 22,304 shares (about $3.61M)Williams-Sonoma 6,069 shares (about $940.21K)Public Storage 596 shares (about $216.87K) Largest Sales this Quarter Amgen 12,316 shares (about $3.97M)Lockheed Martin 3,920 shares (about $2.29M)Trane Technologies 2,137 shares (about $830.76K)TJX Companies 5,690 shares (about $668.83K)AbbVie 1,519 shares (about $299.97K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSignature Wealth Management Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSOSouthern$11,211,410$3,788 ▼0.0%124,3234.5%UtilitiesIBDQiShares iBonds Dec 2025 Term Corporate ETF$8,788,161$90,460 ▲1.0%350,1263.5%ETFIBDPiShares iBonds Dec 2024 Term Corporate ETF$7,728,199$4,412 ▲0.1%306,5533.1%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$6,296,163$52,201 ▲0.8%258,3572.5%ETFHDHome Depot$5,661,567$810 ▲0.0%13,9722.3%Retail/WholesaleIBDUiShares iBonds Dec 2029 Term Corporate ETF$5,575,195$72,858 ▲1.3%237,1412.2%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$5,573,870$58,126 ▲1.1%229,3772.2%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$5,329,817$79,322 ▲1.5%208,7672.1%ETFWMBWilliams Companies$5,228,600$56,697 ▼-1.1%114,5372.1%Oils/EnergyIBDViShares iBonds Dec 2030 Term Corporate ETF$5,014,140$62,009 ▲1.3%226,1682.0%ETFABBVAbbVie$4,926,449$299,967 ▼-5.7%24,9472.0%MedicalETREntergy$4,799,622$37,508 ▲0.8%36,4691.9%UtilitiesORealty Income$4,746,231$14,016 ▲0.3%74,8381.9%FinanceIBMInternational Business Machines$4,654,703$66,767 ▲1.5%21,0541.9%Computer and TechnologyBKBank of New York Mellon$4,612,510$24,217 ▼-0.5%64,1871.8%FinanceMSFTMicrosoft$4,527,689$18,073 ▲0.4%10,5221.8%Computer and TechnologyDIVOAmplify YieldShares CWP Dividend & Option Income ETF$4,481,661$59,602 ▲1.3%108,8051.8%ETFKMBKimberly-Clark$4,387,661$996 ▼0.0%30,8381.8%Consumer StaplesTIPiShares TIPS Bond ETF$4,374,895$54,461 ▼-1.2%39,6031.8%ETFJNJJohnson & Johnson$4,305,715$3,614,538 ▲523.0%26,5691.7%MedicalPAYXPaychex$4,252,219$63,069 ▲1.5%31,6881.7%Business ServicesGLPIGaming and Leisure Properties$4,210,842$63,387 ▲1.5%81,8431.7%FinanceCSCOCisco Systems$4,125,728$126,344 ▲3.2%77,5221.7%Computer and TechnologyLAMRLamar Advertising$4,100,472$4,100,472 ▲New Holding30,6921.6%FinanceTGTTarget$4,047,274$4,047,274 ▲New Holding25,9671.6%Retail/WholesalePFEPfizer$4,021,712$81,061 ▲2.1%138,9671.6%MedicalTXNTexas Instruments$3,810,556$44,825 ▼-1.2%18,4471.5%Computer and TechnologyBMYBristol-Myers Squibb$3,747,863$89,666 ▲2.5%72,4361.5%MedicalFLOFlowers Foods$3,744,490$62,404 ▲1.7%162,3101.5%Consumer StaplesTFCTruist Financial$3,738,996$22,198 ▼-0.6%87,4211.5%FinanceVUSBVanguard Ultra-Short Bond ETF$3,686,988$90,342 ▲2.5%73,8281.5%ETFCVXChevron$3,664,668$63,768 ▲1.8%24,8841.5%Oils/EnergyIBDWiShares iBonds Dec 2031 Term Corporate ETF$3,519,414$123,097 ▲3.6%165,8541.4%ETFDOWDOW$3,490,489$64,628 ▲1.9%63,8931.4%Basic MaterialsUPSUnited Parcel Service$3,436,017$77,168 ▲2.3%25,2021.4%TransportationGISGeneral Mills$3,435,498$20,235 ▲0.6%46,5201.4%Consumer StaplesTLTiShares 20+ Year Treasury Bond ETF$2,668,116$2,354 ▼-0.1%27,1981.1%ETFKBHKB Home$2,563,459$59,727 ▲2.4%29,9151.0%ConstructionAXPAmerican Express$2,382,465$5,966 ▲0.3%8,7851.0%FinanceIBDXiShares iBonds Dec 2032 Term Corporate ETF$2,344,828$93,122 ▲4.1%91,2030.9%ETFTSCOTractor Supply$2,128,221$91,937 ▲4.5%7,3150.9%Retail/WholesaleUNHUnitedHealth Group$2,120,813$83,032 ▲4.1%3,6270.9%MedicalAAPLApple$2,116,983$10,019 ▼-0.5%9,0860.8%Computer and TechnologyBLKBlackRock$2,114,181$29,430 ▲1.4%2,2270.8%FinanceBABInvesco Taxable Municipal Bond ETF$2,103,854$27,597 ▲1.3%76,3100.8%ETFFIFiserv$1,987,648$65,572 ▲3.4%11,0640.8%Business ServicesCRMSalesforce$1,850,360$204,744 ▲12.4%6,7600.7%Computer and TechnologyWSMWilliams-Sonoma$1,847,584$940,214 ▲103.6%11,9260.7%Retail/WholesaleVRTXVertex Pharmaceuticals$1,847,298$99,992 ▲5.7%3,9720.7%MedicalDEDeere & Company$1,806,083$108,081 ▲6.4%4,3280.7%Industrial ProductsINTUIntuit$1,787,706$40,362 ▲2.3%2,8790.7%Computer and TechnologyNVDANVIDIA$1,759,015$151,311 ▼-7.9%14,4850.7%Computer and TechnologyNXPINXP Semiconductors$1,742,525$108,968 ▲6.7%7,2600.7%Computer and TechnologyGOOGAlphabet$1,727,758$1,839 ▼-0.1%10,3340.7%Computer and TechnologyZTSZoetis$1,706,674$81,670 ▲5.0%8,7350.7%MedicalFIXDFirst Trust TCW Opportunistic Fixed Income ETF$1,694,374$198,196 ▲13.2%37,4530.7%ManufacturingTTTrane Technologies$1,625,759$830,762 ▼-33.8%4,1820.7%ConstructionNOWServiceNow$1,577,943$31,308 ▲2.0%1,7640.6%Computer and TechnologySCHWCharles Schwab$1,575,379$8,296 ▲0.5%24,3080.6%FinanceIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$1,503,581$53,850 ▼-3.5%58,6080.6%ETFTSLATesla$1,478,733$8,372 ▼-0.6%5,6520.6%Auto/Tires/TrucksIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$1,477,044$51,720 ▼-3.4%55,4030.6%ETFTJXTJX Companies$1,404,894$668,829 ▼-32.3%11,9520.6%Retail/WholesalePFXFVanEck Preferred Securities ex Financials ETF$1,385,493$72,510 ▲5.5%75,8760.6%ETFCRWDCrowdStrike$1,370,657$40,949 ▲3.1%4,8870.5%Computer and TechnologyIBMMiShares iBonds Dec 2024 Term Muni Bond ETF$1,303,861$54,575 ▼-4.0%49,9560.5%ETFSNASnap-on$1,236,548$52,440 ▲4.4%4,2680.5%Consumer DiscretionaryIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$1,227,392$51,841 ▼-4.1%48,2280.5%ETFCGXUCapital Group International Focus Equity ETF$1,192,126$106,720 ▼-8.2%44,2020.5%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$1,170,576$43,725 ▼-3.6%45,6720.5%ETFISHARES BITCOIN TRUST ETF$1,131,122$128,478 ▲12.8%31,3070.5%SHS BEN INTKOCoca-Cola$1,106,428$16,815 ▼-1.5%15,3970.4%Consumer StaplesADBEAdobe$1,055,236$37,798 ▲3.7%2,0380.4%Computer and TechnologyCHENIERE ENERGY INC$872,945$17,265 ▲2.0%4,8540.4%COM NEWWMTWalmart$818,886$29,797 ▼-3.5%10,1410.3%Retail/WholesaleFMBFirst Trust Managed Municipal ETF$728,947$55,285 ▼-7.0%14,0290.3%ManufacturingRJFRaymond James$690,4290.0%5,6380.3%FinanceVOOVanguard S&P 500 ETF$666,447$201,042 ▲43.2%1,2630.3%ETFLLYEli Lilly and Company$633,447$82,392 ▼-11.5%7150.3%MedicalCGGRCapital Group Growth ETF$577,270$14,229 ▼-2.4%16,5930.2%ETFCGGOCapital Group Global Growth Equity ETF$520,691$88,581 ▲20.5%17,2700.2%ETFMRKMerck & Co., Inc.$514,445$34,523 ▼-6.3%4,5300.2%MedicalIBTFiShares iBonds Dec 2025 Term Treasury ETF$467,440$3,068 ▼-0.7%19,9590.2%ManufacturingIBTEiShares iBonds Dec 2024 Term Treasury ETF$449,376$4,008 ▼-0.9%18,7240.2%ManufacturingCGDVCapital Group Dividend Value ETF$413,558$7,944 ▼-1.9%11,3490.2%ETFLMTLockheed Martin$399,892$2,291,779 ▼-85.1%6840.2%AerospaceJPMJPMorgan Chase & Co.$397,166$44,270 ▼-10.0%1,8840.2%FinanceADPAutomatic Data Processing$382,441$2,491 ▼-0.6%1,3820.2%Business ServicesIBTHiShares iBonds Dec 2027 Term Treasury ETF$371,576$1,358 ▼-0.4%16,4160.1%ManufacturingIBTGiShares iBonds Dec 2026 Term Treasury ETF$369,501$1,153 ▼-0.3%16,0200.1%ManufacturingPGProcter & Gamble$347,959$11,258 ▼-3.1%2,0090.1%Consumer StaplesXOMExxon Mobil$333,256$4,220 ▼-1.3%2,8430.1%Oils/EnergyIBTIiShares iBonds Dec 2028 Term Treasury ETF$322,950$3,736 ▲1.2%14,3500.1%ManufacturingIBMRiShares iBonds Dec 2029 Term Muni Bond ETF$311,360$61,737 ▼-16.5%12,2150.1%ETFBRK.BBerkshire Hathaway$279,838$4,142 ▼-1.5%6080.1%FinanceAMGNAmgen$255,902$3,969,382 ▼-93.9%7940.1%MedicalSPYSPDR S&P 500 ETF Trust$246,1430.0%4290.1%FinanceABTAbbott Laboratories$242,271$1,026 ▼-0.4%2,1250.1%MedicalLRCXLam Research$239,932$7,345 ▼-3.0%2940.1%Computer and TechnologySDYSPDR S&P Dividend ETF$238,6270.0%1,6800.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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