Signature Wealth Management Group Top Holdings and 13F Report (2024) → They say it’s ‘unstoppable’ – How I made 43,509% (From Investing Daily) (Ad) About Signature Wealth Management GroupInvestment ActivitySignature Wealth Management Group has $219.81 million in total holdings as of March 31, 2024.Signature Wealth Management Group owns shares of 101 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 7.70% of the portfolio was purchased this quarter.About 6.43% of the portfolio was sold this quarter.This quarter, Signature Wealth Management Group has purchased 99 new stocks and bought additional shares in 51 stocks.Signature Wealth Management Group sold shares of 40 stocks and completely divested from 4 stocks this quarter.Largest Holdings Southern $8,749,714iShares iBonds Dec 2025 Term Corporate ETF $8,498,197iShares iBonds Dec 2024 Term Corporate ETF $7,679,682iShares iBonds Dec 2027 Term Corporate ETF $5,989,395iShares iBonds Dec 2026 Term Corporate ETF $5,303,568 Largest New Holdings this Quarter Entergy $3,845,215 HoldingBank of New York Mellon $3,634,251 HoldingISHARES BITCOIN TR $1,023,423 HoldingVertex Pharmaceuticals $647,013 HoldingiShares iBonds Dec 2029 Term Muni Bond ETF $347,584 Holding Largest Purchases this Quarter Entergy 36,014 shares (about $3.85M)Bank of New York Mellon 64,563 shares (about $3.63M)ISHARES BITCOIN TR 27,909 shares (about $1.02M)iShares iBonds Dec 2032 Term Corporate ETF 36,076 shares (about $869.07K)Realty Income 12,367 shares (about $655.95K) Largest Sales this Quarter JPMorgan Chase & Co. 23,648 shares (about $4.39M)International Business Machines 5,313 shares (about $964.74K)CrowdStrike 2,007 shares (about $567.26K)Williams-Sonoma 1,687 shares (about $471.04K)NVIDIA 576 shares (about $438.96K) 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$8,749,714$82,828 ▲1.0%121,2714.0%UtilitiesIBDQiShares iBonds Dec 2025 Term Corporate ETF$8,498,197$76,410 ▼-0.9%343,7783.9%ETFIBDPiShares iBonds Dec 2024 Term Corporate ETF$7,679,682$106,795 ▼-1.4%306,6973.5%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$5,989,395$14,694 ▼-0.2%254,7592.7%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$5,303,568$1,112 ▼0.0%224,1582.4%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$5,166,389$331,288 ▲6.9%231,3652.4%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$4,980,447$27,237 ▲0.5%203,6992.3%ETFWMBWilliams Companies$4,828,975$176,261 ▼-3.5%125,3952.2%Oils/EnergyHDHome Depot$4,617,241$220,332 ▲5.0%13,7682.1%Retail/WholesaleIBDViShares iBonds Dec 2030 Term Corporate ETF$4,608,783$398,947 ▲9.5%220,9392.1%ETFABBVAbbVie$4,534,721$195,534 ▼-4.1%27,2502.1%MedicalTIPiShares TIPS Bond ETF$4,271,252$220,232 ▼-4.9%40,3791.9%ETFMRKMerck & Co., Inc.$4,190,509$190,180 ▼-4.3%33,3161.9%MedicalDIVOAmplify YieldShares CWP Dividend & Option Income ETF$4,104,141$52,281 ▼-1.3%108,1751.9%ETFMSFTMicrosoft$4,094,886$100,975 ▼-2.4%10,2601.9%Computer and TechnologyORealty Income$3,926,234$655,946 ▲20.1%74,0241.8%FinanceKMBKimberly-Clark$3,911,467$128,480 ▲3.4%30,8401.8%Consumer StaplesFLOFlowers Foods$3,886,515$130,766 ▲3.5%158,1171.8%Consumer StaplesCVXChevron$3,884,003$90,560 ▲2.4%24,2751.8%Oils/EnergyETREntergy$3,845,215$3,845,215 ▲New Holding36,0141.7%UtilitiesIBMInternational Business Machines$3,705,170$964,742 ▼-20.7%20,4051.7%Computer and TechnologyPAYXPaychex$3,667,431$13,147 ▲0.4%30,6851.7%Business ServicesBKBank of New York Mellon$3,634,251$3,634,251 ▲New Holding64,5631.7%FinanceVUSBVanguard Ultra-Short Bond ETF$3,547,208$354,632 ▲11.1%71,8281.6%ETFDOWDOW$3,545,276$18,924 ▲0.5%62,5711.6%Basic MaterialsAMGNAmgen$3,539,198$150,604 ▼-4.1%13,1601.6%MedicalCSCOCisco Systems$3,477,951$104,227 ▲3.1%71,9771.6%Computer and TechnologyGLPIGaming and Leisure Properties$3,471,238$50,375 ▲1.5%81,1041.6%FinanceUPSUnited Parcel Service$3,452,960$54,825 ▲1.6%24,1851.6%TransportationPFEPfizer$3,412,980$160,187 ▲4.9%131,2681.6%MedicalGISGeneral Mills$3,203,154$84,364 ▲2.7%45,4861.5%Consumer StaplesTFCTruist Financial$3,199,693$179,548 ▲5.9%86,9481.5%FinanceIBDWiShares iBonds Dec 2031 Term Corporate ETF$3,115,964$481,650 ▲18.3%156,3451.4%ETFTXNTexas Instruments$3,101,587$70,737 ▼-2.2%19,4241.4%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$2,430,832$22,376 ▲0.9%27,2671.1%ETFLMTLockheed Martin$2,109,360$14,381 ▼-0.7%4,5471.0%AerospaceAXPAmerican Express$2,076,360$20,332 ▲1.0%8,9870.9%FinanceIBDXiShares iBonds Dec 2032 Term Corporate ETF$2,069,922$869,066 ▲72.4%85,9250.9%ETFBABInvesco Taxable Municipal Bond ETF$1,932,250$49,675 ▼-2.5%74,4890.9%ETFDLRDigital Realty Trust$1,878,117$61,163 ▼-3.2%13,7260.9%FinanceTTTrane Technologies$1,862,459$67,742 ▼-3.5%6,4610.8%Business ServicesTSCOTractor Supply$1,759,640$115,017 ▲7.0%6,9610.8%Retail/WholesaleSCHWCharles Schwab$1,750,049$164,609 ▲10.4%23,8360.8%FinanceKBHKB Home$1,744,747$92,401 ▲5.6%28,5880.8%ConstructionUNHUnitedHealth Group$1,700,153$194,919 ▲12.9%3,3930.8%MedicalINTUIntuit$1,662,196$29,650 ▼-1.8%2,7470.8%Computer and TechnologyWSMWilliams-Sonoma$1,649,893$471,039 ▼-22.2%5,9090.8%Retail/WholesaleDEDeere & Company$1,616,450$234,982 ▲17.0%4,0380.7%Industrial ProductsTJXTJX Companies$1,609,515$64,605 ▲4.2%17,2400.7%Retail/WholesaleBLKBlackRock$1,596,673$89,246 ▲5.9%2,1290.7%FinanceIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$1,534,851$134,173 ▲9.6%60,8460.7%ETFFIFiserv$1,523,206$83,376 ▲5.8%10,2490.7%Business ServicesIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$1,515,087$4,222 ▲0.3%57,4220.7%ETFLEGLeggett & Platt$1,501,677$67,616 ▼-4.3%82,2390.7%Consumer DiscretionaryAAPLApple$1,442,630$46,861 ▲3.4%8,7430.7%Computer and TechnologyNXPINXP Semiconductors$1,435,659$112,289 ▲8.5%6,6740.7%Computer and TechnologyLRCXLam Research$1,383,836$20,018 ▼-1.4%1,5900.6%Computer and TechnologyIBMMiShares iBonds Dec 2024 Term Muni Bond ETF$1,351,352$32,865 ▲2.5%52,0550.6%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$1,330,970$2,030 ▼-0.2%31,4650.6%ManufacturingCRWDCrowdStrike$1,327,277$567,258 ▼-29.9%4,6960.6%Computer and TechnologyIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$1,257,163$39,451 ▲3.2%50,3170.6%ETFGOOGAlphabet$1,252,995$112,592 ▲9.9%8,0460.6%Computer and TechnologyPFXFVanEck Preferred Securities ex Financials ETF$1,218,336$5,403 ▼-0.4%71,7090.6%ETFNOWServiceNow$1,195,276$17,851 ▲1.5%1,6740.5%Computer and TechnologyNVDANVIDIA$1,182,748$438,958 ▼-27.1%1,5520.5%Computer and TechnologyCRMSalesforce$1,181,271$75,435 ▲6.8%4,3690.5%Computer and TechnologyIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$1,170,423$224,179 ▲23.7%46,6490.5%ETFCGXUCapital Group International Focus Equity ETF$1,167,656$3,427 ▲0.3%47,0260.5%ETFZTSZoetis$1,141,403$139,764 ▲14.0%7,7910.5%MedicalSNASnap-on$1,083,512$47,308 ▼-4.2%4,0310.5%Consumer DiscretionaryISHARES BITCOIN TR$1,023,423$1,023,423 ▲New Holding27,9090.5%SHSKOCoca-Cola$934,380$8,664 ▼-0.9%15,5290.4%Consumer StaplesADBEAdobe$847,731$66,033 ▲8.4%1,8230.4%Computer and TechnologyTSLATesla$816,422$205,282 ▼-20.1%5,5520.4%Auto/Tires/TrucksFMBFirst Trust Managed Municipal ETF$783,130$115,073 ▼-12.8%15,3600.4%ManufacturingCHENIERE ENERGY INC$759,895$20,568 ▲2.8%4,6920.3%COM NEWRJFRaymond James$707,486$1,730 ▼-0.2%5,7240.3%FinanceVRTXVertex Pharmaceuticals$647,013$647,013 ▲New Holding1,6410.3%MedicalJNJJohnson & Johnson$619,003$9,170 ▼-1.5%4,1850.3%MedicalWMTWalmart$607,861$403,554 ▲197.5%10,2110.3%Retail/WholesaleLLYEli Lilly and Company$586,858$111,852 ▼-16.0%8080.3%MedicalCGGRCapital Group Growth ETF$514,264$6,607 ▼-1.3%17,1250.2%ETFIBTFiShares iBonds Dec 2025 Term Treasury ETF$459,981$87,290 ▲23.4%19,8610.2%ManufacturingIBTEiShares iBonds Dec 2024 Term Treasury ETF$446,749$81,673 ▲22.4%18,6690.2%ManufacturingVOOVanguard S&P 500 ETF$402,3080.0%8840.2%ETFCGGOCapital Group Global Growth Equity ETF$398,214$3,653 ▲0.9%14,6080.2%ETFJPMJPMorgan Chase & Co.$386,464$4,393,798 ▼-91.9%2,0800.2%FinanceCGDVCapital Group Dividend Value ETF$362,222$9,392 ▼-2.5%11,6470.2%ETFIBTGiShares iBonds Dec 2026 Term Treasury ETF$356,5250.0%15,8350.2%ManufacturingIBTHiShares iBonds Dec 2027 Term Treasury ETF$354,9780.0%16,2350.2%ManufacturingIBMRiShares iBonds Dec 2029 Term Muni Bond ETF$347,584$347,584 ▲New Holding13,9480.2%ETFADPAutomatic Data Processing$346,504$9,490 ▲2.8%1,4240.2%Business ServicesXOMExxon Mobil$345,135$4,316 ▲1.3%2,8790.2%Oils/EnergyPGProcter & Gamble$315,331$791 ▼-0.3%1,9940.1%Consumer StaplesIBTIiShares iBonds Dec 2028 Term Treasury ETF$286,571$286,571 ▲New Holding13,2950.1%ManufacturingBRK.BBerkshire Hathaway$249,934$12,557 ▼-4.8%6170.1%FinanceNEENextEra Energy$248,262$1,479 ▼-0.6%3,8610.1%UtilitiesABTAbbott Laboratories$231,296$6,115 ▼-2.6%2,1560.1%MedicalSDYSPDR S&P Dividend ETF$213,0070.0%1,6800.1%ETFSPYSPDR S&P 500 ETF Trust$212,424$153,500 ▼-41.9%4290.1%FinanceShowing largest 100 holdings. 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