$170 Million is the total value of Signature Wealth Management Group's 74 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DLR | New | DIGITAL RLTY TR INC | $3,087,000 | – | 21,916 | +100.0% | 1.82% | – |
LEG | New | LEGGETT & PLATT INC | $1,755,000 | – | 38,442 | +100.0% | 1.03% | – |
NOW | New | SERVICENOW INC | $1,352,000 | – | 2,703 | +100.0% | 0.80% | – |
PFXF | New | VANECK VECTORS ETF TRpfd secs ex finl | $937,000 | – | 45,029 | +100.0% | 0.55% | – |
IBDV | New | ISHARES TRibonds dec 2030 | $559,000 | – | 22,567 | +100.0% | 0.33% | – |
TLT | New | ISHARES TR20 yr tr bd etf | $419,000 | – | 3,093 | +100.0% | 0.25% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-15
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SOUTHERN CO | 23 | Q2 2023 | 7.8% |
ISHARES TR | 23 | Q2 2023 | 4.5% |
ABBVIE INC | 23 | Q2 2023 | 3.0% |
ISHARES TR | 23 | Q2 2023 | 3.6% |
PFIZER INC | 23 | Q2 2023 | 2.7% |
REALTY INCOME CORP | 23 | Q2 2023 | 2.8% |
FLOWERS FOODS INC | 23 | Q2 2023 | 2.6% |
KIMBERLY-CLARK CORP | 23 | Q2 2023 | 2.6% |
ISHARES TR | 23 | Q2 2023 | 2.6% |
GENERAL MLS INC | 23 | Q2 2023 | 2.3% |
View Signature Wealth Management Group's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-22 |
13F-HR | 2024-01-09 |
13F-HR | 2023-07-10 |
13F-HR | 2023-04-14 |
13F-HR | 2023-01-10 |
13F-HR | 2022-11-02 |
13F-HR | 2022-07-14 |
13F-HR | 2022-04-14 |
13F-HR | 2022-01-31 |
13F-HR | 2021-10-26 |
View Signature Wealth Management Group's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.