Signature Wealth Management Group

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Signature Wealth Management Group reported 106 stock positions worth $248.7 million. Its top holding was Southern (SO) at 4.0% of the portfolio, followed by iShares Ibonds Dec 2025 Term (IBDQ, 3.6%) and Ishrs Ibnds Dec 27 Corp. ETF (IBDS, 2.5%). Compared with Q3 2024, it opened 8 new positions, sold out of 6, added to 68 and reduced 26. The biggest buy was a new position in Hershey (HSY) and the biggest sale an exit from iShares Ibonds Dec 2024 Term (IBDP).

Most Recent 13F
Q1 2026
Location
ATLANTA, GA
CIK
0001736666
Portfolio Value
$248.7M (Q4 2024)
SEC Filing
0001736666-25-000001 ↗ filed Feb 10, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $219.8M Q1 2024 Q2 2024: $228.3M Q2 2024 Q3 2024: $249.4M Q3 2024 Q4 2024: $248.7M $248.7M Q4 2024 Q1 2025: $256.6M Q1 2025 Q2 2025: $253.4M Q2 2025 Q3 2025: $257.7M Q3 2025 Q4 2025: $245.3M Q4 2025 Q1 2026: $263.4M Q1 2026

Holdings 106 stocks · $248.7M
SO The Southern Co. 3.97% 120,074 $9.9M Reduce -3.4%
IBDQ iShares Ibonds Dec 2025 Term 3.59% 356,340 $8.9M Add +1.8%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 2.46% 255,722 $6.1M Reduce -1.0%
HD Home Depot Inc. 2.25% 14,409 $5.6M Add +3.1%
IBDR iShares Ibonds Dec 2026 Term 2.20% 227,743 $5.5M Reduce -0.7%
IBDU iShares Ibonds Dec 2029 Term 2.19% 239,060 $5.5M Add +0.8%
IBDT iShares Ibonds Dec 2028 ETF 2.11% 210,302 $5.2M Add +0.7%
IBDV iShares Ibonds Dec 2030 Corp. 2.07% 240,544 $5.1M Add +6.4%
ETR Entergy Corp. 2.04% 66,845 $5.1M Reduce -8.3%
MSFT Microsoft Corp. 2.01% 11,841 $5.0M Add +12.5%
WMB Williams Cos Inc. 1.86% 85,690 $4.6M Reduce -25.2%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 1.84% 59,683 $4.6M Reduce -7.0%
CSCO Cisco Systems Inc. 1.84% 77,114 $4.6M Reduce -0.5%
ABBV Abbvie Inc. 1.82% 25,452 $4.5M Add +2.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.78% 20,125 $4.4M Reduce -4.4%
PAYX Paychex Inc. 1.76% 31,259 $4.4M Reduce -1.4%
DIVO Amplify CWP Enhan Divid ETF 1.75% 107,247 $4.3M Reduce -1.4%
TIP iShares Tips Bond ETF 1.73% 40,328 $4.3M Add +1.8%
BMY Bristol-Myers Squibb Co. 1.68% 73,983 $4.2M Add +2.1%
VUSB Vanguard Ultra Short Bond Et 1.68% 84,307 $4.2M Add +14.2%
KMB Kimberly-Clark Corp. 1.66% 31,510 $4.1M Add +2.2%
JNJ Johnson & Johnson 1.62% 27,864 $4.0M Add +4.9%
O Realty Income Corp. 1.59% 73,967 $4.0M Reduce -1.2%
IBDW iShares Ibonds Dec 2031 Corp. 1.58% 192,866 $3.9M Add +16.3%
GLPI Gaming and Leisure Propertie 1.57% 81,263 $3.9M Reduce -0.7%
CVX Chevron Corp. 1.55% 26,643 $3.9M Add +7.1%
TFC Truist Financial Corp. 1.54% 88,156 $3.8M Add +0.8%
LAMR Lamar Advertising Co. Class A 1.53% 31,215 $3.8M Add +1.7%
FLO Flowers Foods Inc. 1.45% 174,555 $3.6M Add +7.5%
IBDX iShares Ibonds Dec 2032 TC 1.45% 146,602 $3.6M Add +60.7%
PFE Pfizer Inc. 1.41% 132,638 $3.5M Reduce -4.5%
HSY The Hershey Co. 1.40% 20,503 $3.5M New
TXN Texas Instruments Inc. 1.39% 18,383 $3.4M Reduce -0.3%
TGT Target Corp. 1.37% 25,284 $3.4M Reduce -2.6%
UPS United Parcel Service Class B 1.33% 26,197 $3.3M Add +4.0%
GIS General Mills Inc. 1.22% 47,775 $3.0M Add +2.7%
WSM Williams-Sonoma Inc. 1.13% 15,212 $2.8M Add +27.6%
AXP American Express Co. 1.07% 8,987 $2.7M Add +2.3%
DOW Dow Inc. 0.99% 61,549 $2.5M Reduce -3.7%
TLT iShares 20+ Year Treasury BD 0.96% 27,467 $2.4M Add +1.0%
NVDA Nvidia Corp. 0.96% 17,795 $2.4M Add +22.9%
BLK BlackRock Inc. 0.95% 2,313 $2.4M Add +3.9%
FISV Fiserv Inc. 0.94% 11,441 $2.4M Add +3.4%
AAPL Apple Inc. 0.94% 9,315 $2.3M Add +2.5%
TSLA Tesla Inc. 0.92% 5,668 $2.3M Add +0.3%
CRM Salesforce Inc. 0.92% 6,837 $2.3M Add +1.1%
GOOG Alphabet Inc. Class C 0.84% 10,951 $2.1M Add +6.0%
IBDY iShares Ibonds Dec 2033 Corp. 0.81% 80,344 $2.0M New
BAB Invesco Taxable Municipal Bo 0.81% 76,672 $2.0M Add +0.5%
TSCO Tractor Supply Company 0.80% 37,309 $2.0M Add +2.0%
KBH KB Home 0.78% 29,420 $1.9M Reduce -1.6%
INTU Intuit Inc. 0.77% 3,063 $1.9M Add +6.4%
NOW ServiceNow Inc. 0.77% 1,804 $1.9M Add +2.3%
DE Deere & Co. 0.76% 4,467 $1.9M Add +3.2%
UNH Unitedhealth Group Inc. 0.76% 3,724 $1.9M Add +2.7%
SCHW Schwab (charles) Corp. 0.74% 24,974 $1.8M Add +2.7%
FIXD First Trust Smith Opportunis 0.74% 42,904 $1.8M Add +14.6%
CRWD CrowdStrike Holdings Inc. Class A 0.69% 4,983 $1.7M Add +2.0%
VRTX Vertex Pharmaceuticals Inc. 0.66% 4,075 $1.6M Add +2.6%
TT Trane Technologies PLC 0.65% 4,390 $1.6M Add +5.0%
NXPI NXP Semiconductors NV 0.63% 7,480 $1.6M Add +3.0%
ZTS Zoetis Inc. 0.62% 9,519 $1.6M Add +9.0%
BITB Bitwise Bitcoin ETF 0.62% 30,243 $1.5M New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.61% 12,480 $1.5M Add +4.4%
IBMO iShares Ibonds Dec 2026 Term 0.61% 59,152 $1.5M Add +0.9%
IBMN iShares Ibonds Dec 2025 Term 0.59% 55,508 $1.5M Add +0.2%
SNA Snap-on Inc. 0.59% 4,307 $1.5M Add +0.9%
PFXF Vaneck Pref Sec X-Financials 0.54% 77,678 $1.3M Add +2.4%
IBMP iShares Ibonds Dec 2027 Term 0.51% 50,511 $1.3M Add +4.7%
IBMQ iShares Ibonds Dec 2028 Muni 0.48% 47,274 $1.2M Add +3.5%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 0.45% 45,072 $1.1M Add +2.0%
LNG Cheniere Energy Inc. 0.43% 5,004 $1.1M Add +3.1%
KO The Coca-Cola Co. 0.41% 16,184 $1.0M Add +5.1%
SPYD SS SPDR P S&P 500 Hi Div ETF 0.40% 23,228 $1.0M New
ADBE Adobe Inc. 0.40% 2,212 $984K Add +8.5%
WMT Walmart Inc. 0.36% 9,805 $886K Reduce -3.3%
RJF Raymond James Financial Inc. 0.34% 5,445 $846K Reduce -3.4%
FMB First Trust Managed Municipa 0.34% 16,495 $841K Add +17.6%
IBMR iShares Ibonds Dec 2029 M BD 0.28% 27,516 $687K Add +125.3%
VOO Vanguard S&P 500 ETF 0.27% 1,254 $676K Reduce -0.7%
CGGR Cap Group Growth Equity 0.25% 16,636 $618K Add +0.3%
LLY Eli Lilly & Co. 0.22% 715 $552K No change
JPM JPMorgan Chase & Co. 0.22% 2,299 $551K Add +22.0%
IBTF iShares Ibonds Dec 2025 Term 0.21% 22,666 $529K Add +13.6%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.21% 17,688 $517K Add +2.4%
AMGN Amgen Inc. 0.19% 1,796 $468K Add +126.2%
MRK Merck & Co. Inc. 0.18% 4,466 $444K Reduce -1.4%
IBTG iShares Ibonds Dec 2026 Term 0.17% 18,777 $428K Add +17.2%
IBTH iShares Ibonds Dec 2027 Term 0.17% 19,230 $427K Add +17.1%
IBTJ iShares Ibonds Dec 2029 Term 0.17% 19,371 $413K New
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.16% 11,559 $408K Add +1.9%
DFAS Dimensional US Small Cap ETF 0.16% 6,232 $406K Add +87.3%
IBTI iShares Ibonds Dec 2028 Term 0.16% 17,972 $394K Add +25.2%
ADP Automatic Data Processing 0.16% 1,331 $390K Reduce -3.7%
LMT Lockheed Martin Corp. 0.13% 671 $326K Reduce -1.9%
PG The Procter & Gamble Co. 0.13% 1,942 $326K Reduce -3.3%
IBMS ISHARESIBONDDEC2030MUNIBDETF 0.12% 12,143 $308K New
XOM Exxon Mobil Corp. 0.12% 2,843 $306K No change
BRK.B Berkshire Hathaway Inc. Class B 0.11% 614 $278K Add +1.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.10% 429 $251K No change

Show all 106 holdings

Portfolio Sells Q3 2024 → Q4 2024
IBDP iShares Ibonds Dec 2024 Term Sold out 0.00% −3.10
IBMM iShares Ibonds Dec 2024 Term Sold out 0.00% −0.52
SO The Southern Co. Reduce -3.4% 3.97% −0.52
IBIT iShares Bitcoin Trust ETF Sold out 0.00% −0.45
DOW Dow Inc. Reduce -3.7% 0.99% −0.41
O Realty Income Corp. Reduce -1.2% 1.59% −0.32
KBH KB Home Reduce -1.6% 0.78% −0.25
TGT Target Corp. Reduce -2.6% 1.37% −0.25
WMB Williams Cos Inc. Reduce -25.2% 1.86% −0.23
PFE Pfizer Inc. Reduce -4.5% 1.41% −0.20
IBTE iShares Ibonds Dec 2024 Term Sold out 0.00% −0.18
TXN Texas Instruments Inc. Reduce -0.3% 1.39% −0.14
GLPI Gaming and Leisure Propertie Reduce -0.7% 1.57% −0.12
IBM Intl Business Machines Corp. Reduce -4.4% 1.78% −0.09
PSA Public Storage Sold out 0.00% −0.09
DAL Delta Air Lines Inc. Sold out 0.00% −0.08
IBDS Ishrs Ibnds Dec 27 Corp. ETF Reduce -1.0% 2.46% −0.06
DIVO Amplify CWP Enhan Divid ETF Reduce -1.4% 1.75% −0.05
IBDR iShares Ibonds Dec 2026 Term Reduce -0.7% 2.20% −0.03
LMT Lockheed Martin Corp. Reduce -1.9% 0.13% −0.03
MRK Merck & Co. Inc. Reduce -1.4% 0.18% −0.03
LRCX Lam Research Corp. Reduce -0.7% 0.08% −0.01
PG The Procter & Gamble Co. Reduce -3.3% 0.13% −0.01
MCD McDonald's Corp. Reduce -3.9% 0.09% −0.01
BNY Bank of New York Mellon Corp. Reduce -7.0% 1.84% −0.01
ADP Automatic Data Processing Reduce -3.7% 0.16% +0.00
VOO Vanguard S&P 500 ETF Reduce -0.7% 0.27% +0.00
WMT Walmart Inc. Reduce -3.3% 0.36% +0.03
PAYX Paychex Inc. Reduce -1.4% 1.76% +0.06
RJF Raymond James Financial Inc. Reduce -3.4% 0.34% +0.06
ETR Entergy Corp. Reduce -8.3% 2.04% +0.11
CSCO Cisco Systems Inc. Reduce -0.5% 1.84% +0.18

Portfolio Buys Q3 2024 → Q4 2024
HSY The Hershey Co. New 1.40% +1.40
IBDY iShares Ibonds Dec 2033 Corp. New 0.81% +0.81
BITB Bitwise Bitcoin ETF New 0.62% +0.62
IBDX iShares Ibonds Dec 2032 TC Add +60.7% 1.45% +0.51
SPYD SS SPDR P S&P 500 Hi Div ETF New 0.40% +0.40
WSM Williams-Sonoma Inc. Add +27.6% 1.13% +0.39
TSLA Tesla Inc. Add +0.3% 0.92% +0.33
NVDA Nvidia Corp. Add +22.9% 0.96% +0.26
VUSB Vanguard Ultra Short Bond Et Add +14.2% 1.68% +0.20
MSFT Microsoft Corp. Add +12.5% 2.01% +0.19
BMY Bristol-Myers Squibb Co. Add +2.1% 1.68% +0.18
CRM Salesforce Inc. Add +1.1% 0.92% +0.18
IBDW iShares Ibonds Dec 2031 Corp. Add +16.3% 1.58% +0.17
IBTJ iShares Ibonds Dec 2029 Term New 0.17% +0.17
IBMR iShares Ibonds Dec 2029 M BD Add +125.3% 0.28% +0.15
FISV Fiserv Inc. Add +3.4% 0.94% +0.15
GOOG Alphabet Inc. Class C Add +6.0% 0.84% +0.15
NOW ServiceNow Inc. Add +2.3% 0.77% +0.14
CRWD CrowdStrike Holdings Inc. Class A Add +2.0% 0.69% +0.14
IBMS ISHARESIBONDDEC2030MUNIBDETF New 0.12% +0.12
AXP American Express Co. Add +2.3% 1.07% +0.12
SCHW Schwab (charles) Corp. Add +2.7% 0.74% +0.11
BLK BlackRock Inc. Add +3.9% 0.95% +0.11
SNA Snap-on Inc. Add +0.9% 0.59% +0.09
AAPL Apple Inc. Add +2.5% 0.94% +0.09
V Visa Inc. Class A New 0.09% +0.09
AMGN Amgen Inc. Add +126.2% 0.19% +0.09
LNG Cheniere Energy Inc. Add +3.1% 0.43% +0.08
CVX Chevron Corp. Add +7.1% 1.55% +0.08
DFUS Dimensional US Eq MKT ETF New 0.08% +0.08
DFAS Dimensional US Small Cap ETF Add +87.3% 0.16% +0.08
IBDQ iShares Ibonds Dec 2025 Term Add +1.8% 3.59% +0.06
JPM JPMorgan Chase & Co. Add +22.0% 0.22% +0.06
FIXD First Trust Smith Opportunis Add +14.6% 0.74% +0.06
INTU Intuit Inc. Add +6.4% 0.77% +0.06
IBDV iShares Ibonds Dec 2030 Corp. Add +6.4% 2.07% +0.06
FMB First Trust Managed Municipa Add +17.6% 0.34% +0.05
TJX TJX Companies Inc. Add +4.4% 0.61% +0.04
TFC Truist Financial Corp. Add +0.8% 1.54% +0.04
DE Deere & Co. Add +3.2% 0.76% +0.04
IBTI iShares Ibonds Dec 2028 Term Add +25.2% 0.16% +0.03
IBTF iShares Ibonds Dec 2025 Term Add +13.6% 0.21% +0.03
IBTG iShares Ibonds Dec 2026 Term Add +17.2% 0.17% +0.02
IBTH iShares Ibonds Dec 2027 Term Add +17.1% 0.17% +0.02
IBMP iShares Ibonds Dec 2027 Term Add +4.7% 0.51% +0.02
CGGR Cap Group Growth Equity Add +0.3% 0.25% +0.02
IBMQ iShares Ibonds Dec 2028 Muni Add +3.5% 0.48% +0.01
ABT Abbott Laboratories Add +4.1% 0.10% +0.00
IBMO iShares Ibonds Dec 2026 Term Add +0.9% 0.61% +0.00
IBMN iShares Ibonds Dec 2025 Term Add +0.2% 0.59% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q1 2026 128$263.4MSO, KMB, VLO, VUSB, JNJ
Q4 2025 106$245.3MSO, VUSB, IBDS, JNJ, IBDU
Q3 2025 114$257.7MSO, IBDQ, VUSB, IBDS, MSFT
Q2 2025 116$253.4MSO, IBDQ, IBDS, MSFT, IBDU
Q1 2025 113$256.6MSO, IBDQ, IBDS, IBDU, IBDR
Q4 2024 106$248.7MSO, IBDQ, IBDS, HD, IBDR
Q3 2024 104$249.4MSO, IBDQ, IBDP, IBDS, HD
Q2 2024 100$228.3MSO, IBDQ, IBDP, IBDS, IBDR
Q1 2024 101$219.8MSO, IBDQ, IBDP, IBDS, IBDR