Signature Wealth Management Group

13F filer, CIK 1736666, ATLANTA, GA

Signature Wealth Management Group reported holdings worth $228,341,206 (the sum of its rows) across 100 holdings for the quarter ended 2024-06-30, in a 13F-HR filed 2024-07-15. The total stated on the cover page is $228,341. Its ten largest share positions make up 27.3% of the portfolio.

Filed 2024-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC13F-HR 0001736666-24-000003

The cover page states a total of $228,341, about 1/1,000 of the sum of the rows, $228,341,206. The filer likely wrote its cover total in thousands and its rows in dollars. This page uses the sum of the rows.

Period: 2024-06-30
Value, sum of rows: $228M
Stated on the cover page: $228K
Holdings: 100
Top 10 weight: 27.3%
New: 1
Sold out: 2

Largest buys vs the previous quarter

Security	Shares change	Approx. value
BMYnew	+70,703	$2.94M
NVDAadded	+14,179	$1.75M
VRTXadded	+2,116	$992K
CRMadded	+1,643	$422K
GOOGadded	+2,299	$422K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
MRKreduced	-28,482	-$3.53M
LEGexited	-82,239	-$1.5M
LAM RESEARCH CORPreduced	-1,287	-$1.37M
WMBreduced	-9,616	-$409K
NEEexited	-3,861	-$248K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2024

Share positions as resolved from 13F-HR 0001736666-24-000003, largest first. % of portfolio is the value over $228,341,206, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
SOSOUTHERN CO	124,365	$9.65M	4.22%	+3,094	Timeline
ISHARES TRISHARES TR	346,522	$8.61M	3.77%	+2,744
ISHARESISHARES	306,378	$7.7M	3.37%	-319
IBDSISHARES TR	256,215	$6.08M	2.66%	+1,456	Timeline
IBDRISHARES TR	226,985	$5.41M	2.37%	+2,827	Timeline
IBDUISHARES TR	234,042	$5.31M	2.32%	+2,677	Timeline
IBDTISHARES TR	205,660	$5.09M	2.23%	+1,961	Timeline
WMBWILLIAMS COS INC	115,779	$4.92M	2.15%	-9,616	Timeline
HDHOME DEPOT INC	13,970	$4.81M	2.11%	+202	Timeline
IBDVISHARES TR	223,371	$4.75M	2.08%	+2,432	Timeline
MSFTMICROSOFT CORP	10,480	$4.68M	2.05%	+220	Timeline
ABBVABBVIE INC	26,466	$4.54M	1.99%	-784	Timeline
TIPISHARES TR	40,096	$4.28M	1.88%	-283	Timeline
KMBKIMBERLY-CLARK CORP	30,845	$4.26M	1.87%	+5	Timeline
DIVOAMPLIFY ETF TR	107,358	$4.15M	1.82%	-817	Timeline
AMGNAMGEN INC	13,110	$4.1M	1.79%	-50	Timeline
OREALTY INCOME CORP	74,617	$3.94M	1.73%	+593	Timeline
ETRENTERGY CORP NEW	36,184	$3.87M	1.7%	+170	Timeline
BNYBANK OF NY MELLON CORP	64,524	$3.86M	1.69%	-39	Timeline
CVXCHEVRON CORPORATION	24,451	$3.82M	1.67%	+176	Timeline
PFEPFIZER INC	136,166	$3.81M	1.67%	+4,898	Timeline
PAYXPAYCHEX INC	31,218	$3.7M	1.62%	+533	Timeline
GLPIGAMING & LEISURE P	80,611	$3.64M	1.6%	-493	Timeline
TXNTEXAS INSTRS INC	18,664	$3.63M	1.59%	-760	Timeline
IBMINTERNATIONAL BUSINESS MACHS	20,752	$3.59M	1.57%	+347	Timeline
CSCOCISCO SYS INC	75,148	$3.57M	1.56%	+3,171	Timeline
VUSBVANGUARD BD INDEX FDS	72,019	$3.57M	1.56%	+191	Timeline
FLOFLOWERS FOODS INC	159,605	$3.54M	1.55%	+1,488	Timeline
TFCTRUIST FINL CORP	87,940	$3.42M	1.5%	+992	Timeline
UPSUNITED PARCEL SVCS INC	24,636	$3.37M	1.48%	+451	Timeline
DOWDOW HLDGS INC	62,710	$3.33M	1.46%	+139	Timeline
IBDWISHARES TR	160,053	$3.25M	1.42%	+3,708	Timeline
BMYBRISTOL-MYERS SQUIBB CO	70,703	$2.94M	1.29%	new	Timeline
GISGENERAL MILLS INC	46,246	$2.93M	1.28%	+760	Timeline
TLTISHARES TR	27,222	$2.5M	1.09%	-45	Timeline
IBDXISHARES TR	87,581	$2.15M	0.94%	+1,656	Timeline
LMTLOCKHEED MARTIN CORP	4,604	$2.15M	0.94%	+57	Timeline
TTTRANE TECHNOLOGIES PLC	6,319	$2.08M	0.91%	-142	Timeline
DLRDIGITAL RLTY TR INC	13,553	$2.06M	0.9%	-173	Timeline
KBHKB HOME	29,218	$2.05M	0.9%	+630	Timeline
AXPAMERICAN EXPRESS CO	8,763	$2.03M	0.89%	-224	Timeline
BABINVESCO EXCH TRADED FD TR II	75,309	$1.99M	0.87%	+820	Timeline
NVDANVIDIA CORPORATION	15,731	$1.94M	0.85%	+14,179	Timeline
TJXTJX COS INC NEW	17,642	$1.94M	0.85%	+402	Timeline
AAPLAPPLE INC	9,129	$1.92M	0.84%	+386	Timeline
GOOGALPHABET INC	10,345	$1.9M	0.83%	+2,299	Timeline
TSCOTRACTOR SUPPLY CO	6,999	$1.89M	0.83%	+38	Timeline
INTUINTUIT	2,814	$1.85M	0.81%	+67	Timeline
NXPINXP SEMICONDUCTORS N V	6,806	$1.83M	0.8%	+132	Timeline
CRWDCROWDSTRIKE HLDGS INC	4,741	$1.82M	0.8%	+45	Timeline
SCHWCHARLES SCHWAB CORP (THE)	24,180	$1.78M	0.78%	+344	Timeline
UNHUNITEDHEALTH GROUP INC	3,485	$1.77M	0.78%	+92	Timeline
VRTXVERTEX PHARMACEUTICALS INC	3,757	$1.76M	0.77%	+2,116	Timeline
BLACKROCK INCBLACKROCK INC	2,196	$1.73M	0.76%	+67
WSMWILLIAMS SONOMA INC	5,857	$1.65M	0.72%	-52	Timeline
FISVFISERV INC	10,699	$1.59M	0.7%	+450	Timeline
CRMSALESFORCE INC	6,012	$1.55M	0.68%	+1,643	Timeline
IBMOISHARES TR	60,707	$1.54M	0.67%	-139	Timeline
DEDEERE & CO	4,069	$1.52M	0.67%	+31	Timeline
ISHARESISHARES	57,343	$1.52M	0.67%	-79
ZTSZOETIS INC	8,317	$1.44M	0.63%	+526	Timeline
FIXDFIRST TR EXCHNG TRADED FD VI	33,072	$1.42M	0.62%	+1,607	Timeline
NOWSERVICENOW INC	1,729	$1.36M	0.6%	+55	Timeline
ISHARES TRISHARES TR	52,047	$1.36M	0.59%	-8
IBMPISHARES TR	50,265	$1.26M	0.55%	-52	Timeline
PFXFVANECK ETF TRUST	71,905	$1.24M	0.54%	+196	Timeline
CGXUCAPITAL GROUP INTL FOCUS EQT	48,159	$1.24M	0.54%	+1,133	Timeline
IBMQISHARES TR	47,378	$1.19M	0.52%	+729	Timeline
TSLATESLA INC	5,684	$1.12M	0.49%	+132	Timeline
ADBEADOBE INC	1,965	$1.09M	0.48%	+142	Timeline
SNASNAP ON INC	4,087	$1.07M	0.47%	+56	Timeline
KOCOCA COLA CO	15,631	$995K	0.44%	+102	Timeline
IBITISHARES BITCOIN TRUST ETF	27,751	$947K	0.41%	-158	Timeline
LNGCHENIERE ENERGY INC	4,758	$832K	0.36%	+66	Timeline
FMBFIRST TR EXCH TRADED FD III	15,093	$771K	0.34%	-267	Timeline
LLYELI LILLY & CO	808	$732K	0.32%	0	Timeline
WMTWALMART INC	10,510	$712K	0.31%	+299	Timeline
RJFRAYMOND JAMES FINL INC	5,638	$697K	0.31%	-86	Timeline
JNJJOHNSON & JOHNSON	4,265	$623K	0.27%	+80	Timeline
MRKMERCK & CO INC	4,834	$598K	0.26%	-28,482	Timeline
CGGRCAPITAL GROUP GROWTH ETF	17,002	$559K	0.24%	-123	Timeline
ISHARES TRISHARES TR	20,090	$466K	0.2%	+229
ISHARES TRISHARES TR	18,891	$453K	0.2%	+222
VOOVANGUARD INDEX FDS	882	$441K	0.19%	-2	Timeline
JPMJPMORGAN CHASE & CO	2,094	$424K	0.19%	+14	Timeline
CGGOCAPITAL GROUP GBL GROWTH EQT	14,332	$422K	0.18%	-276	Timeline
CGDVCAPITAL GROUP DIVIDEND VALUE	11,567	$382K	0.17%	-80	Timeline
IBTGISHARES TR	16,070	$364K	0.16%	+235	Timeline
IBMRISHARES TR	14,637	$364K	0.16%	+689	Timeline
IBTHISHARES TR	16,476	$364K	0.16%	+241	Timeline
PGPROCTER & GAMBLE CO	2,074	$342K	0.15%	+80	Timeline
ADPAUTOMATIC DATA PROCESSING IN	1,391	$332K	0.15%	-33	Timeline
XOMEXXON MOBIL CORP	2,879	$331K	0.15%	0	Timeline
LAM RESEARCH CORPLAM RESEARCH CORP	303	$323K	0.14%	-1,287
IBTIISHARES TR	14,184	$310K	0.14%	+889	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	617	$251K	0.11%	0	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	429	$233K	0.1%	0	Timeline
ABTABBOTT LABORATORIES	2,134	$222K	0.1%	-22	Timeline
SDYSPDR SERIES TRUST	1,680	$214K	0.09%	0	Timeline
MCDMCDONALDS CORP	808	$206K	0.09%	+30	Timeline

Sold out in Q2 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
LEGLEGGETT & PLATT INC	82,239	$1.5M	shares
NEENEXTERA ENERGY INC	3,861	$248K	shares

How Q2 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001736666-24-000003	base		2024-07-15	acceptance time not in the bulk data set	2026-10-07 18:27:57 UTC