Signature Wealth Management Group

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 15, 2024
Value $
$228M
Signature - Title
Brian Walker - Chief Compliance Officer
Location
3625 Cumberland Blvd., Suite 1485, Atlanta, GA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 100 $228M +$9.1M -$7.65M +$1.45M SO, IBDQ, IBDP, IBDS, IBDR 13F-HR 7/15/2024, 03:23 PM
Q1 2024 101 $220M +$16.9M -$14.1M +$2.8M SO, IBDQ, IBDP, IBDS, IBDR 13F-HR 4/22/2024, 11:48 AM
Q4 2023 99 $216M +$17.8M -$25.3M -$7.54M IBDQ, SO, IBDP, IBDS, IBDR 13F-HR 1/9/2024, 11:33 AM
Q2 2023 96 $215M +$13M -$10.9M +$2.08M SO, IBDQ, IBDP, TIP, IBDS 13F-HR 7/10/2023, 01:25 PM
Q1 2023 93 $211M +$12.3M -$8.64M +$3.66M SO, IBDP, TIP, IBDS, IBDQ 13F-HR 4/14/2023, 01:07 PM
Q4 2022 91 $204M +$12.2M -$18.6M -$6.43M SO, IBDP, TIP, IBDS, HD 13F-HR 1/10/2023, 11:23 AM
Q3 2022 88 $197M +$21.5M -$13.8M +$7.72M SO, IBDP, TIP, IBDS, HD 13F-HR 11/2/2022, 09:20 AM
Q2 2022 88 $206M +$19.9M -$18.4M +$1.52M SO, TIP, HD, ABBV, IBDS 13F-HR 7/14/2022, 03:12 PM
Q1 2022 84 $222M +$44.4M -$14.3M +$30.1M SO, TIP, ABBV, HD, VLO 13F-HR 4/14/2022, 01:25 PM
Q4 2021 81 $198M +$11.8M -$7.05M +$4.76M SO, TIP, MSFT, ABBV, HD 13F-HR 1/31/2022, 03:14 PM
Q3 2021 77 $180M +$14M -$10M +$3.94M SO, TIP, IBDS, MSFT, TFC 13F-HR 10/26/2021, 04:54 PM
Q2 2021 74 $180M +$12M -$7.99M +$4M SO, TIP, IBDS, ABBV, PAYX 13F-HR 7/16/2021, 04:16 PM
Q1 2021 74 $170M +$15.3M -$12.5M +$2.77M SO, TIP, IBDS, TFC, ABBV 13F-HR 4/15/2021, 02:32 PM
Q4 2020 73 $159M +$13.5M -$4.9M +$8.56M SO, TIP, IBDS, ABBV, KO 13F-HR 1/15/2021, 05:05 PM
Q3 2020 70 $139M +$13.2M -$8.86M +$4.34M SO, TIP, IBDS, KO, JNJ 13F-HR 10/22/2020, 11:56 AM
Q2 2020 68 $131M +$19M -$14.4M +$4.65M TIP, SO, IBDS, ABBV, CSCO 13F-HR 7/20/2020, 02:34 PM
Q1 2020 68 $114M +$14.2M -$30.4M -$16.1M SO, TIP, IBDS, KO, GSKXXXX 13F-HR 5/26/2020, 04:19 PM
Q4 2019 80 $158M +$10M -$6.74M +$3.26M SO, ULST, TIP, OKE, LAMR 13F-HR 1/15/2020, 10:25 AM
Q3 2019 76 $151M +$14.5M -$14.1M +$348K SO, TIP, ULST, OKE, O 13F-HR 10/21/2019, 03:06 PM
Q2 2019 75 $150M +$14M -$11.5M +$2.54M SO, TIP, OKE, IBDS, LAMR 13F-HR 7/8/2019, 03:21 PM
Q1 2019 73 $143M +$7.43M -$5.53M +$1.89M SO, TIP, OKE, O, PAYX 13F-HR 4/17/2019, 12:42 PM
Q4 2018 73 $129M +$13.1M -$14.8M -$1.66M SO, TIP, O, PFE, IBDS 13F-HR 2/11/2019, 01:47 PM
Q3 2018 319 $126M +$12.9M -$13.6M -$760K SO, TIP, CSCO, WEC, OKE 13F-HR 10/30/2018, 03:58 PM
Q2 2018 321 $135M +$13.6M -$12.3M +$1.24M SO, OKE, TIP, CSCO, WSM 13F-HR 7/17/2018, 12:13 PM
Q1 2018 325 $130M +$12.3M -$14M -$1.66M SO, TIP, VFC, CSCO, WEC 13F-HR 4/12/2018, 02:19 PM
Q4 2017 375 $136M $0 $0 SO, VLO, ABBV, VFC, TIP 13F-HR 4/11/2018, 10:40 AM