Signature Wealth Management Group
ATLANTA, GA
$263m in 128 US stocks at the end of 31 March 2026. The top 10 are 26.7% of the money. It changed about 17.1% of the portfolio this quarter.
Value
$263m
Stocks
128
Top 10 share
26.7%
Turnover
17.1%
What changed this quarter
New
Bought for the first time this quarter.
- Ishares TRIBTL1.4% of the fund
- Taiwan Semiconductor ManufacturingTSM0.9% of the fund
- BoeingBA0.6% of the fund
- Ishares TRIBDZ0.6% of the fund
- Canadian Pacific Kansas CityCP0.6% of the fund
- DexcomDXCM0.6% of the fund
- Advanced Micro DevicesAMD0.5% of the fund
- NikeNKE0.4% of the fund
- SamsaraIOT0.4% of the fund
- TransDigm GroupTDG0.4% of the fund
- Costco WholesaleCOST0.4% of the fund
- MedtronicMDT0.4% of the fund
- Spdr Series TrustSPYM0.4% of the fund
- Thermo Fisher ScientificTMO0.4% of the fund
- UnitedHealth GroupUNH0.3% of the fund
- Fidelity Covington TrustFBCG0.3% of the fund
- Bio-TechneTECH0.3% of the fund
- Fidelity Covington TrustFENI0.3% of the fund
- Hunt J B Transport ServicesJBHT0.3% of the fund
- Schwab Strategic TRSCHD0.2% of the fund
- Vertiv HoldingsVRT0.2% of the fund
- Putnam ETF TrustPVAL0.1% of the fund
- American Centy ETF TRAVEM0.1% of the fund
- J P Morgan Exchange Traded FJMUB0.1% of the fund
- Fidelity Covington TrustFSMD<0.1% of the fund
Added
Bought more of a stock they already held.
- Kimberly-ClarkKMB2.9% of the fund+136%
- MicrosoftMSFT2.3% of the fund+38%
- NvidiaNVDA2.2% of the fund+82%
- Procter & GamblePG2.0% of the fund+22%
- AlphabetGOOG1.7% of the fund+39%
- Amazon.comAMZN1.7% of the fund+22%
- Ishares TRIBDX1.6% of the fund+3%
- PaychexPAYX1.2% of the fund+2%
- AppleAAPL1.1% of the fund+7%
- General MillsGIS0.9% of the fund+3%
- McDonald'sMCD0.6% of the fund+641%
- Bitwise Bitcoin ETF TRBITB0.6% of the fund+28%
- Vaneck ETF TrustPFXF0.5% of the fund+4%
- InsuletPODD0.4% of the fund+210%
- ServiceNowNOW0.4% of the fund+4%
- Dimensional ETF TrustDFUS0.3% of the fund+57%
- Capital Group Growth ETFCGGR0.3% of the fund+15%
- Capital Group GBL Growth EQTCGGO0.3% of the fund+6%
- Ishares TRIBMS0.1% of the fund+3%
Cut
Sold some of their stake.
- Home DepotHD1.3% of the fund-27%
- Ishares TRTLT0.9% of the fund-4%
- Ishares TRIBMO0.5% of the fund-10%
- Ishares TRIBMP0.4% of the fund-13%
- TeslaTSLA0.4% of the fund-50%
- Ishares TRIBMQ0.4% of the fund-8%
- Williams SonomaWSM0.4% of the fund-61%
- American ExpressAXP0.4% of the fund-60%
- CrowdStrike HoldingsCRWD0.3% of the fund-58%
- Trane TechnologiesTT0.3% of the fund-61%
- TJX CompaniesTJX0.3% of the fund-63%
- BlackRockBLK0.3% of the fund-68%
- Ishares TRIBMR0.3% of the fund-13%
- DeereDE0.3% of the fund-72%
- Capital Group Dividend GroweCGDG0.2% of the fund-4%
- First TR Exch Traded FD IIIFMB0.2% of the fund-12%
- Tractor SupplyTSCO0.2% of the fund-69%
- Ishares Gold TRIAU0.2% of the fund-13%
- KB HomeKBH0.2% of the fund-70%
- Amplify ETF TRDIVO0.2% of the fund-90%
- J P Morgan Exchange Traded FJIRE0.1% of the fund-7%
- IntuitINTU0.1% of the fund-78%
- Cheniere EnergyLNG0.1% of the fund-79%
- Vertex PharmaceuticalsVRTX<0.1% of the fund-88%
- AlphabetGOOGL<0.1% of the fund-3%
Sold out
Sold their entire stake.
- ZoetisZTS-100%
- Spotify TechnologySPOT-100%
- ARK 21shares Bitcoin ETFARKB-100%
- Automatic Data ProcessingADP-100%
- Invesco QQQ TR-100%
- BroadcomAVGO-100%
- i-80 GoldIAUX-100%
Holdings
- Vanguard BD Index FDSVUSB
- Share
- 2.7%
- Value
- $7m
- Shares
- 141,911
Held
- Ishares TRIBDS
- Share
- 2.4%
- Value
- $6m
- Shares
- 259,932
Held
- Ishares TRIBDU
- Share
- 2.2%
- Value
- $6m
- Shares
- 245,791
Held
- Ishares TRIBDR
- Share
- 2.1%
- Value
- $6m
- Shares
- 232,146
Held
- Ishares TRIBDT
- Share
- 2.1%
- Value
- $6m
- Shares
- 219,637
Held
- Ishares TRIBDV
- Share
- 2.1%
- Value
- $5m
- Shares
- 248,077
Held
- Ishares TRIBDW
- Share
- 1.7%
- Value
- $4m
- Shares
- 210,521
Held
- Ishares TRIBDX
- Share
- 1.6%
- Value
- $4m
- Shares
- 169,983
+3%
- Ishares TRIBTL
- Share
- 1.4%
- Value
- $4m
- Shares
- 181,499
New
- Ishares TRIBDY
- Share
- 1.0%
- Value
- $3m
- Shares
- 105,106
Held
- Ishares TRTLT
- Share
- 0.9%
- Value
- $2m
- Shares
- 28,171
-4%
- Invesco Exch Traded FD TR IIBAB
- Share
- 0.8%
- Value
- $2m
- Shares
- 81,363
Held
- Bitwise Bitcoin ETF TRBITB
- Share
- 0.6%
- Value
- $2m
- Shares
- 45,442
+28%
- Ishares TRIBDZ
- Share
- 0.6%
- Value
- $2m
- Shares
- 63,237
New
- Vaneck ETF TrustPFXF
- Share
- 0.5%
- Value
- $1m
- Shares
- 82,466
+4%
- Capital Group Intl Focus EQTCGXU
- Share
- 0.5%
- Value
- $1m
- Shares
- 46,263
Held
- Ishares TRIBMO
- Share
- 0.5%
- Value
- $1m
- Shares
- 51,811
-10%
- Ishares TRIBMP
- Share
- 0.4%
- Value
- $1m
- Shares
- 44,454
-13%
- Ishares TRIBMQ
- Share
- 0.4%
- Value
- $1m
- Shares
- 42,263
-8%
- Spdr Series TrustSPYM
- Share
- 0.4%
- Value
- $997,573
- Shares
- 13,033
New
- Fidelity Covington TrustFBCG
- Share
- 0.3%
- Value
- $824,424
- Shares
- 16,449
New
- Vanguard Index FDSVOO
- Share
- 0.3%
- Value
- $814,495
- Shares
- 1,363
Held
- Dimensional ETF TrustDFUS
- Share
- 0.3%
- Value
- $811,525
- Shares
- 11,444
+57%
- Fidelity Covington TrustFENI
- Share
- 0.3%
- Value
- $758,523
- Shares
- 20,390
New
- Capital Group Growth ETFCGGR
- Share
- 0.3%
- Value
- $752,475
- Shares
- 18,723
+15%
- Capital Group GBL Growth EQTCGGO
- Share
- 0.3%
- Value
- $698,098
- Shares
- 20,920
+6%
- Ishares TRIBMR
- Share
- 0.3%
- Value
- $696,517
- Shares
- 27,476
-13%
- Capital Group Dividend GroweCGDG
- Share
- 0.2%
- Value
- $624,373
- Shares
- 17,392
-4%
- Schwab Strategic TRSCHD
- Share
- 0.2%
- Value
- $547,668
- Shares
- 17,851
New
- Capital Group Dividend ValueCGDV
- Share
- 0.2%
- Value
- $547,575
- Shares
- 12,872
Held
- First TR Exch Traded FD IIIFMB
- Share
- 0.2%
- Value
- $544,139
- Shares
- 10,741
-12%
- Ishares Gold TRIAU
- Share
- 0.2%
- Value
- $518,293
- Shares
- 5,879
-13%
- Ishares TRIBTG
- Share
- 0.2%
- Value
- $481,238
- Shares
- 21,001
Held
- Amplify ETF TRDIVO
- Share
- 0.2%
- Value
- $471,153
- Shares
- 10,505
-90%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Southern CompanySO | 4.5% | $12m | 121,632 | Held |
| Kimberly-ClarkKMB | 2.9% | $8m | 79,486 | +136% |
| Valero EnergyVLO | 2.7% | $7m | 28,738 | Held |
| Vanguard BD Index FDSVUSB | 2.7% | $7m | 141,911 | Held |
| Johnson & JohnsonJNJ | 2.6% | $7m | 27,669 | Held |
| Ishares TRIBDS | 2.4% | $6m | 259,932 | Held |
| Williams CompaniesWMB | 2.3% | $6m | 83,773 | Held |
| MicrosoftMSFT | 2.3% | $6m | 16,362 | +38% |
| ChevronCVX | 2.2% | $6m | 27,977 | Held |
| NvidiaNVDA | 2.2% | $6m | 33,168 | +82% |
| Ishares TRIBDU | 2.2% | $6m | 245,791 | Held |
| Ishares TRIBDR | 2.1% | $6m | 232,146 | Held |
| Ishares TRIBDT | 2.1% | $6m | 219,637 | Held |
| Ishares TRIBDV | 2.1% | $5m | 248,077 | Held |
| Cisco SystemsCSCO | 2.0% | $5m | 69,297 | Held |
| AbbVieABBV | 2.0% | $5m | 24,181 | Held |
| Procter & GamblePG | 2.0% | $5m | 36,389 | +22% |
| HersheyHSY | 2.0% | $5m | 24,923 | Held |
| Bristol-Myers SquibbBMY | 1.9% | $5m | 83,769 | Held |
| Realty IncomeO | 1.9% | $5m | 80,328 | Held |
| AlphabetGOOG | 1.7% | $4m | 15,676 | +39% |
| PfizerPFE | 1.7% | $4m | 159,332 | Held |
| Amazon.comAMZN | 1.7% | $4m | 21,175 | +22% |
| Ishares TRIBDW | 1.7% | $4m | 210,521 | Held |
| PepsiCoPEP | 1.7% | $4m | 28,358 | Held |
| Lamar AdvertisingLAMR | 1.6% | $4m | 34,065 | Held |
| Ishares TRIBDX | 1.6% | $4m | 169,983 | +3% |
| Truist FinancialTFC | 1.6% | $4m | 90,031 | Held |
| TargetTGT | 1.5% | $4m | 33,145 | Held |
| Gaming & Leisure PropertiesGLPI | 1.5% | $4m | 87,459 | Held |
| Texas InstrumentsTXN | 1.4% | $4m | 19,339 | Held |
| Ishares TRIBTL | 1.4% | $4m | 181,499 | New |
| Home DepotHD | 1.3% | $3m | 10,136 | -27% |
| United Parcel ServiceUPS | 1.2% | $3m | 32,213 | Held |
| PaychexPAYX | 1.2% | $3m | 33,713 | +2% |
| AppleAAPL | 1.1% | $3m | 11,804 | +7% |
| Ishares TRIBDY | 1.0% | $3m | 105,106 | Held |
| Ishares TRTLT | 0.9% | $2m | 28,171 | -4% |
| General MillsGIS | 0.9% | $2m | 63,049 | +3% |
| Taiwan Semiconductor ManufacturingTSM | 0.9% | $2m | 6,813 | New |
| Invesco Exch Traded FD TR IIBAB | 0.8% | $2m | 81,363 | Held |
| International Business MachinesIBM | 0.8% | $2m | 8,399 | Held |
| McDonald'sMCD | 0.6% | $2m | 5,484 | +641% |
| Bitwise Bitcoin ETF TRBITB | 0.6% | $2m | 45,442 | +28% |
| BoeingBA | 0.6% | $2m | 8,335 | New |
| Ishares TRIBDZ | 0.6% | $2m | 63,237 | New |
| Snap-onSNA | 0.6% | $2m | 4,476 | Held |
| Canadian Pacific Kansas CityCP | 0.6% | $2m | 19,709 | New |
| DexcomDXCM | 0.6% | $1m | 23,724 | New |
| Vaneck ETF TrustPFXF | 0.5% | $1m | 82,466 | +4% |
| Advanced Micro DevicesAMD | 0.5% | $1m | 7,101 | New |
| Capital Group Intl Focus EQTCGXU | 0.5% | $1m | 46,263 | Held |
| Ishares TRIBMO | 0.5% | $1m | 51,811 | -10% |
| Coca-ColaKO | 0.4% | $1m | 15,482 | Held |
| NikeNKE | 0.4% | $1m | 21,591 | New |
| Ishares TRIBMP | 0.4% | $1m | 44,454 | -13% |
| InsuletPODD | 0.4% | $1m | 5,385 | +210% |
| ServiceNowNOW | 0.4% | $1m | 10,716 | +4% |
| SamsaraIOT | 0.4% | $1m | 34,673 | New |
| TeslaTSLA | 0.4% | $1m | 2,944 | -50% |
| TransDigm GroupTDG | 0.4% | $1m | 936 | New |
| Costco WholesaleCOST | 0.4% | $1m | 1,088 | New |
| Ishares TRIBMQ | 0.4% | $1m | 42,263 | -8% |
| Williams SonomaWSM | 0.4% | $1m | 5,819 | -61% |
| MedtronicMDT | 0.4% | $1m | 11,829 | New |
| Spdr Series TrustSPYM | 0.4% | $997,573 | 13,033 | New |
| Thermo Fisher ScientificTMO | 0.4% | $992,891 | 2,020 | New |
| American ExpressAXP | 0.4% | $944,267 | 3,122 | -60% |
| WalmartWMT | 0.4% | $929,614 | 7,480 | Held |
| UnitedHealth GroupUNH | 0.3% | $909,090 | 3,360 | New |
| Fidelity Covington TrustFBCG | 0.3% | $824,424 | 16,449 | New |
| Bio-TechneTECH | 0.3% | $822,593 | 15,740 | New |
| Vanguard Index FDSVOO | 0.3% | $814,495 | 1,363 | Held |
| CrowdStrike HoldingsCRWD | 0.3% | $812,693 | 2,082 | -58% |
| Dimensional ETF TrustDFUS | 0.3% | $811,525 | 11,444 | +57% |
| Raymond James FinancialRJF | 0.3% | $784,038 | 5,415 | Held |
| Fidelity Covington TrustFENI | 0.3% | $758,523 | 20,390 | New |
| Capital Group Growth ETFCGGR | 0.3% | $752,475 | 18,723 | +15% |
| Trane TechnologiesTT | 0.3% | $737,753 | 1,770 | -61% |
| TJX CompaniesTJX | 0.3% | $734,439 | 4,599 | -63% |
| BlackRockBLK | 0.3% | $698,866 | 727 | -68% |
| Capital Group GBL Growth EQTCGGO | 0.3% | $698,098 | 20,920 | +6% |
| Ishares TRIBMR | 0.3% | $696,517 | 27,476 | -13% |
| DeereDE | 0.3% | $688,950 | 1,223 | -72% |
| Hunt J B Transport ServicesJBHT | 0.3% | $670,675 | 3,165 | New |
| Eli LillyLLY | 0.2% | $657,636 | 715 | Held |
| Capital Group Dividend GroweCGDG | 0.2% | $624,373 | 17,392 | -4% |
| EntergyETR | 0.2% | $607,833 | 5,410 | Held |
| JPMorgan ChaseJPM | 0.2% | $606,875 | 2,063 | Held |
| Schwab Strategic TRSCHD | 0.2% | $547,668 | 17,851 | New |
| Capital Group Dividend ValueCGDV | 0.2% | $547,575 | 12,872 | Held |
| First TR Exch Traded FD IIIFMB | 0.2% | $544,139 | 10,741 | -12% |
| Tractor SupplyTSCO | 0.2% | $534,272 | 11,794 | -69% |
| Ishares Gold TRIAU | 0.2% | $518,293 | 5,879 | -13% |
| AmgenAMGN | 0.2% | $514,130 | 1,461 | Held |
| Vertiv HoldingsVRT | 0.2% | $506,925 | 2,023 | New |
| KB HomeKBH | 0.2% | $499,876 | 9,659 | -70% |
| ExxonMobil HoldingsXOM | 0.2% | $482,343 | 2,843 | Held |
| Ishares TRIBTG | 0.2% | $481,238 | 21,001 | Held |
| Amplify ETF TRDIVO | 0.2% | $471,153 | 10,505 | -90% |
Showing the largest 100 of 128.
Over time and by industry
Value over time
Sep '25
Mar '26
Value is up 3.9% since 30 June 2025.
Where the money is
Technology12.8%
Everyday goods12.2%
Health care11.1%
Energy7.5%
Industrials5.6%
Retail & consumer5.5%
Real estate5.0%
Utilities4.7%
Financial services2.8%
Media & telecom1.8%
Other31.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.