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  Name: Signature Wealth Management Group
  City: ATLANTA
  State: GA
  Zip: 30339
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $219,810,000
  Total Value Change : $3,481,000
  Securities Held Change : 2
   
All Securities Held : 101
  New Positions : 6
  Closed Positions : 4
  Increased Positions : 51
  Unchanged Positions : 4
  Decreased Positions : 40

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ETR)1 Year Chart         ETR Entergy Corp 19 New $111.99 $3,845,000 36,014 1.75% 3,845,000 36,014 0.018    Electric Utilities
   (BK)1 Year Chart         BK Bank of New York Mellon Corp 22 New $58.44 $3,634,000 64,563 1.65% 3,634,000 64,563 0.007    Domestic Money Center...
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 68 New $34.58 $1,023,000 27,909 0.47% 1,023,000 27,909 0.31    N/A
   (VRTX)1 Year Chart         VRTX Vertex Pharmaceuticals Inc 75 New $422.78 $647,000 1,641 0.29% 647,000 1,641 0.001    Drug Manufacturers - ...

      4 Records Found
  1    
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