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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
26
4
1
1
3
0
15
3
2
SIGNATURE WEALTH MANAGEMENT GROUP

Time Period2019-03-31

Total Holdings73

Total Value ($x1000)142,804
Activities
New4

Increased43

Unchanged2

Decreased24

Sold Out4

Top 10 Stock Holdingstotal 27.78%
SO3.75

TIP3.22

OKE2.82

O2.82

PAYX2.61

 
IBDS2.6

LAMR2.6

SPG2.53

TXN2.42

KMB2.41

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SO
3.75%
COM
TIP
3.22%
TIPS BD ETF
OKE
2.82%
COM
O
2.82%
COM
PAYX
2.61%
COM
IBDS
2.6%
IBONDS ETF
LAMR
2.6%
CL A
SPG
2.53%
COM
TXN
2.42%
COM
KMB
2.41%
COM
PFE
2.39%
COM
GSK
2.34%
SPONSORED ADR
FLO
2.28%
COM
XOM
2.28%
COM
ETN
2.27%
SHS
GIS
2.23%
COM
CBRL
2.19%
COM
VLO
2.19%
COM
IBM
2.17%
COM
WSM
2.12%
COM
IP
2.1%
COM
UPS
2.09%
CL B
BBT
2.09%
COM
ULST
2.08%
ULT SHT TRM BD
HRB
2.05%
COM
PFG
2.03%
COM
OXY
1.99%
COM
ABBV
1.99%
COM
QCOM
1.99%
COM
TLT
1.99%
20+ YR TR BD ETF
IBDO
1.88%
IBND DEC23 ETF
IBDQ
1.88%
IBND DEC25 ETF
IBDN
1.87%
IBND DEC22 ETF
IBDP
1.87%
IBND DEC24 ETF
IBDR
1.81%
IBONDS DEC2026
HD
1.67%
COM
T
1.67%
COM
BAB
1.45%
TAXABLE MUN BD
IVZ
1.38%
SHS
MSFT
1.18%
COM
DAL
0.59%
COM NEW
HON
0.51%
COM
AAPL
0.51%
COM
AVGO
0.51%
COM
KO
0.51%
COM
TJX
0.5%
COM
ITW
0.48%
COM
SHM
0.47%
NUVN BR SHT MUNI
SBUX
0.47%
COM
UNH
0.47%
COM
IR
0.47%
SHS
VYM
0.47%
HIGH DIV YLD
BA
0.44%
COM
NDAQ
0.44%
COM
MPC
0.41%
COM
AMGN
0.41%
COM
MAR
0.41%
CL A
RJF
0.41%
COM
BLK
0.4%
COM
C
0.38%
COM NEW
LNC
0.38%
COM
STI
0.37%
COM
CCL
0.35%
PAIRED CTF
CVS
0.33%
COM
MUB
0.32%
NAT AMT FREE BD
JNJ
0.3%
COM
ARKK
0.27%
INNOVATION ETF
CSCO
0.22%
COM
FVD
0.2%
SHS
LRCX
0.2%
COM
WMT
0.2%
COM
VXF
0.15%
EXTEND MKT ETF
SDY
0.15%
S&P DIVID ETF
WEC
2.35%
COM
SCI
0.47%
COM
LOW
0.43%
COM
PG
0.22%
COM