0001736666-24-000002.txt : 20240422 0001736666-24-000002.hdr.sgml : 20240422 20240422114802 ACCESSION NUMBER: 0001736666-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240422 DATE AS OF CHANGE: 20240422 EFFECTIVENESS DATE: 20240422 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Signature Wealth Management Group CENTRAL INDEX KEY: 0001736666 ORGANIZATION NAME: IRS NUMBER: 814072378 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18713 FILM NUMBER: 24860110 BUSINESS ADDRESS: STREET 1: 3625 CUMBERLAND BLVD. STREET 2: SUITE 1485 CITY: ATLANTA STATE: GA ZIP: 30339 BUSINESS PHONE: 678-932-2500 MAIL ADDRESS: STREET 1: 3625 CUMBERLAND BLVD. STREET 2: SUITE 1485 CITY: ATLANTA STATE: GA ZIP: 30339 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001736666 XXXXXXXX 03-31-2024 03-31-2024 Signature Wealth Management Group
3625 CUMBERLAND BLVD. SUITE 1485 ATLANTA GA 30339
13F HOLDINGS REPORT 028-18713 N
Brian Walker Chief Compliance Officer 6789322500 Brian Walker Atlanta GA 04-22-2024 0 101 219813902 false
INFORMATION TABLE 2 swmg13f03312024.xml ABBOTT LABS COM 002824100 231296 2156 SH SOLE 0 0 2156 ABBVIE INC COM 00287Y109 4534721 27250 SH SOLE 0 0 27250 ADOBE INC COM 00724F101 847731 1823 SH SOLE 0 0 1823 ALPHABET INC CAP STK CL C 02079K107 1252995 8046 SH SOLE 0 0 8046 AMERICAN EXPRESS CO COM 025816109 2076360 8987 SH SOLE 0 0 8987 AMGEN INC COM 031162100 3539198 13160 SH SOLE 0 0 13160 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 4104141 108175 SH SOLE 0 0 108175 APPLE INC COM 037833100 1442630 8743 SH SOLE 0 0 8743 AUTOMATIC DATA PROCESSING IN COM 053015103 346504 1424 SH SOLE 0 0 1424 BANK NEW YORK MELLON CORP COM 064058100 3634251 64563 SH SOLE 0 0 64563 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 249934 617 SH SOLE 0 0 617 BLACKROCK INC COM 09247X101 1596673 2129 SH SOLE 0 0 2129 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 362222 11647 SH SOLE 0 0 11647 CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 14020X104 398214 14608 SH SOLE 0 0 14608 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 514264 17125 SH SOLE 0 0 17125 CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 14019W109 1167656 47026 SH SOLE 0 0 47026 CHENIERE ENERGY INC COM NEW 16411R208 759895 4692 SH SOLE 0 0 4692 CHEVRON CORP NEW COM 166764100 3884003 24275 SH SOLE 0 0 24275 CISCO SYS INC COM 17275R102 3477951 71977 SH SOLE 0 0 71977 COCA COLA CO COM 191216100 934380 15529 SH SOLE 0 0 15529 CROWDSTRIKE HLDGS INC CL A 22788C105 1327277 4696 SH SOLE 0 0 4696 DEERE & CO COM 244199105 1616450 4038 SH SOLE 0 0 4038 DIGITAL RLTY TR INC COM 253868103 1878117 13726 SH SOLE 0 0 13726 DOW INC COM 260557103 3545276 62571 SH SOLE 0 0 62571 ELI LILLY & CO COM 532457108 586858 808 SH SOLE 0 0 808 ENTERGY CORP NEW COM 29364G103 3845215 36014 SH SOLE 0 0 36014 EXXON MOBIL CORP COM 30231G102 345135 2879 SH SOLE 0 0 2879 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 783130 15360 SH SOLE 0 0 15360 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 1330970 31465 SH SOLE 0 0 31465 FISERV INC COM 337738108 1523206 10249 SH SOLE 0 0 10249 FLOWERS FOODS INC COM 343498101 3886515 158117 SH SOLE 0 0 158117 GAMING & LEISURE PPTYS INC COM 36467J108 3471238 81104 SH SOLE 0 0 81104 GENERAL MLS INC COM 370334104 3203154 45486 SH SOLE 0 0 45486 HOME DEPOT INC COM 437076102 4617241 13768 SH SOLE 0 0 13768 INTERNATIONAL BUSINESS MACHS COM 459200101 3705170 20405 SH SOLE 0 0 20405 INTUIT COM 461202103 1662196 2747 SH SOLE 0 0 2747 INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805 1932250 74489 SH SOLE 0 0 74489 ISHARES BITCOIN TR SHS 46438F101 1023423 27909 SH SOLE 0 0 27909 ISHARES TR IBONDS 26 TRM TS 46436E858 356525 15835 SH SOLE 0 0 15835 ISHARES TR IBONDS DEC 2030 46436E726 4608783 220939 SH SOLE 0 0 220939 ISHARES TR IBONDS 27 ETF 46435UAA9 5989395 254759 SH SOLE 0 0 254759 ISHARES TR IBONDS DEC 25 46435U432 1515087 57422 SH SOLE 0 0 57422 ISHARES TR IBONDS DEC2026 46435GAA0 5303568 224158 SH SOLE 0 0 224158 ISHARES TR IBONDS DEC25 ETF 46434VBD1 8498197 343778 SH SOLE 0 0 343778 ISHARES TR IBONDS DEC 2031 46436E486 3115964 156345 SH SOLE 0 0 156345 ISHARES TR IBONDS DEC 46435U697 1351352 52055 SH SOLE 0 0 52055 ISHARES TR IBONDS DEC 28 46435U325 1170423 46649 SH SOLE 0 0 46649 ISHARES TR TIPS BD ETF 464287176 4271252 40379 SH SOLE 0 0 40379 ISHARES TR IBONDS 28 TRM TS 46436E833 286571 13295 SH SOLE 0 0 13295 ISHARES TR IBONDS DEC 2029 46436E163 347584 13948 SH SOLE 0 0 13948 ISHARES TR IBONDS DEC 27 46435U283 1257163 50317 SH SOLE 0 0 50317 ISHARES TR IBONDS DEC 29 46436E205 5166389 231365 SH SOLE 0 0 231365 ISHARES TR IBONDS 24 TRM TS 46436E874 446749 18669 SH SOLE 0 0 18669 ISHARES TR IBONDS DEC 26 46435U259 1534851 60846 SH SOLE 0 0 60846 ISHARES TR IBONDS 27 TRM TS 46436E841 354978 16235 SH SOLE 0 0 16235 ISHARES TR IBDS DEC28 ETF 46435U515 4980447 203699 SH SOLE 0 0 203699 ISHARES TR IBONDS 25 TRM TS 46436E866 459981 19861 SH SOLE 0 0 19861 ISHARES TR IBONDS DEC 2032 46436E312 2069922 85925 SH SOLE 0 0 85925 ISHARES TR 20 YR TR BD ETF 464287432 2430832 27267 SH SOLE 0 0 27267 ISHARES TR IBONDS DEC24 ETF 46434VBG4 7679682 306697 SH SOLE 0 0 306697 JOHNSON & JOHNSON COM 478160104 619003 4185 SH SOLE 0 0 4185 JPMORGAN CHASE & CO COM 46625H100 386464 2080 SH SOLE 0 0 2080 KB HOME COM 48666K109 1744747 28588 SH SOLE 0 0 28588 KIMBERLY-CLARK CORP COM 494368103 3911467 30840 SH SOLE 0 0 30840 LAM RESEARCH CORP COM 512807108 1383836 1590 SH SOLE 0 0 1590 LEGGETT & PLATT INC COM 524660107 1501677 82239 SH SOLE 0 0 82239 LOCKHEED MARTIN CORP COM 539830109 2109360 4547 SH SOLE 0 0 4547 MCDONALDS CORP COM 580135101 211608 778 SH SOLE 0 0 778 MERCK & CO INC COM 58933Y105 4190509 33316 SH SOLE 0 0 33316 MICROSOFT CORP COM 594918104 4094886 10260 SH SOLE 0 0 10260 NEXTERA ENERGY INC COM 65339F101 248262 3861 SH SOLE 0 0 3861 NVIDIA CORPORATION COM 67066G104 1182748 1552 SH SOLE 0 0 1552 NXP SEMICONDUCTORS N V COM N6596X109 1435659 6674 SH SOLE 0 0 6674 PAYCHEX INC COM 704326107 3667431 30685 SH SOLE 0 0 30685 PFIZER INC COM 717081103 3412980 131268 SH SOLE 0 0 131268 PROCTER AND GAMBLE CO COM 742718109 315331 1994 SH SOLE 0 0 1994 RAYMOND JAMES FINL INC COM 754730109 707486 5724 SH SOLE 0 0 5724 REALTY INCOME CORP COM 756109104 3926234 74024 SH SOLE 0 0 74024 SALESFORCE INC COM 79466L302 1181271 4369 SH SOLE 0 0 4369 SCHWAB CHARLES CORP COM 808513105 1750049 23836 SH SOLE 0 0 23836 SERVICENOW INC COM 81762P102 1195276 1674 SH SOLE 0 0 1674 SNAP ON INC COM 833034101 1083512 4031 SH SOLE 0 0 4031 SOUTHERN CO COM 842587107 8749714 121271 SH SOLE 0 0 121271 SPDR S&P 500 ETF TR TR UNIT 78462F103 212424 429 SH SOLE 0 0 429 SPDR SER TR S&P DIVID ETF 78464A763 213007 1680 SH SOLE 0 0 1680 TESLA INC COM 88160R101 816422 5552 SH SOLE 0 0 5552 TEXAS INSTRS INC COM 882508104 3101587 19424 SH SOLE 0 0 19424 TJX COS INC NEW COM 872540109 1609515 17240 SH SOLE 0 0 17240 TRACTOR SUPPLY CO COM 892356106 1759640 6961 SH SOLE 0 0 6961 TRANE TECHNOLOGIES PLC SHS G8994E103 1862459 6461 SH SOLE 0 0 6461 TRUIST FINL CORP COM 89832Q109 3199693 86948 SH SOLE 0 0 86948 UNITED PARCEL SERVICE INC CL B 911312106 3452960 24185 SH SOLE 0 0 24185 UNITEDHEALTH GROUP INC COM 91324P102 1700153 3393 SH SOLE 0 0 3393 VANECK ETF TRUST PREFERRED SECURT 92189F429 1218336 71709 SH SOLE 0 0 71709 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 3547208 71828 SH SOLE 0 0 71828 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 402308 884 SH SOLE 0 0 884 VERTEX PHARMACEUTICALS INC COM 92532F100 647013 1641 SH SOLE 0 0 1641 WALMART INC COM 931142103 607861 10211 SH SOLE 0 0 10211 WILLIAMS COS INC COM 969457100 4828975 125395 SH SOLE 0 0 125395 WILLIAMS SONOMA INC COM 969904101 1649893 5909 SH SOLE 0 0 5909 ZOETIS INC CL A 98978V103 1141403 7791 SH SOLE 0 0 7791