Signature Wealth Management Group Q1 2023 vs. Q2 2023 13F Holdings Comparison

Investment managers, financial advisors, and institutional investors rely on 13F filings to gain insights into the holdings and changes in holdings of various funds. These reports, filed with the Securities and Exchange Commission (SEC), provide a snapshot of the investments made by funds and allow investors to track trends and make informed investment decisions.

In this article, we will compare the Q1 2023 and Q2 2023 13F holdings of Signature Wealth Management Group, a prominent wealth management group. We will analyze the changes in their holdings and identify any significant shifts in their investment strategy.

1. Southern Co (SO)

The holdings of Southern Co decreased slightly from 119,045 shares in Q1 2023 to 117,604 shares in Q2 2023, representing a 0.3% decrease. The value of these shares also experienced a marginal decline from $8,283,000 to $8,261,000.

2. iShares TR (IBDQ)

Signature Wealth Management Group significantly increased its holdings in iShares TR (IBDQ) from 208,420 shares in Q1 2023 to 336,077 shares in Q2 2023, indicating a substantial 60.3% increase. The value of these shares also rose from $5,112,000 to $8,193,000.

3. iShares TR (IBDP)

There was a minor increase in the holdings of iShares TR (IBDP) from 302,713 shares in Q1 2023 to 306,037 shares in Q2 2023, reflecting a 1.2% growth. The value of these shares remained relatively stable at $7,443,000 and $7,534,000 in Q1 and Q2 2023, respectively.

4. iShares TR (TIP)

Signature Wealth Management Group experienced a slight increase in its holdings of iShares TR (TIP) from 59,873 shares in Q1 2023 to 60,784 shares in Q2 2023, indicating a 0.9% growth. However, there was a minor decrease in the value of these shares from $6,601,000 to $6,541,000.

5. iShares TR (IBDS)

The holdings of iShares TR (IBDS) also saw a slight increase from 243,182 shares in Q1 2023 to 247,005 shares in Q2 2023, representing a 0.1% growth. The value of these shares remained stable at $5,792,000 and $5,799,000 in Q1 and Q2 2023, respectively.

6. iShares TR (IBDR)

Signature Wealth Management Group's holdings of iShares TR (IBDR) increased from 212,188 shares in Q1 2023 to 216,629 shares in Q2 2023, indicating a 1% growth. The value of these shares also rose from $5,035,000 to $5,084,000.

7. iShares TR (IBDO)

There was a modest increase in the holdings of iShares TR (IBDO) from 193,073 shares in Q1 2023 to 197,087 shares in Q2 2023, reflecting a 2.5% growth. The value of these shares also experienced a similar increase from $4,863,000 to $4,984,000.

8. iShares TR (IBDT)

The holdings of iShares TR (IBDT) saw a marginal increase from 189,578 shares in Q1 2023 to 193,559 shares in Q2 2023, representing a 0.3% growth. The value of these shares remained relatively stable at $4,728,000 and $4,742,000 in Q1 and Q2 2023, respectively.

9. iShares TR (IBDU)

Signature Wealth Management Group's holdings of iShares TR (IBDU) experienced a slight increase from 202,088 shares in Q1 2023 to 206,850 shares in Q2 2023, indicating a 0.4% growth. The value of these shares also rose from $4,623,000 to $4,643,000.

10. Williams Cos Inc (WMB)

There was a significant increase in the holdings of Williams Cos Inc (WMB) from 134,929 shares in Q1 2023 to 138,803 shares in Q2 2023, reflecting a 12.4% growth. The value of these shares also rose significantly from $4,028,000 to $4,529,000.

These are just some examples of the changes in holdings made by Signature Wealth Management Group in Q1 2023 and Q2 2023. The complete 13F filing would provide a more comprehensive view of their investment strategy during this period.

Please note that this article is for informational purposes only and does not constitute financial advice. Always consult with a qualified professional before making any investment decisions.