- New Purchases: ETN, UNH, LRCX, VXF,
- Added Positions: HD, ABBV, TIP, XOM, CBRL, CCL, LNC, MPC, TLT, BAB, C, PFG, OXY, CVS, UPS, TJX, SHM, NDAQ, BBT, BLK, GIS, IBM, IP, VYM, IR, DAL, AAPL, HON, MAR,
- Reduced Positions: O, MSFT, SO, CSCO, RJF, OKE, FLO, WMT, WSM, FVD, SDY,
- Sold Out: WEC, SCI, LOW, PG,
For the details of Signature Wealth Management Group's stock buys and sells, go to https://www.gurufocus.com/guru/signature+wealth+management+group/current-portfolio/portfolio
These are the top 5 holdings of Signature Wealth Management Group- Southern Co (SO) - 103,722 shares, 4.38% of the total portfolio. Shares reduced by 1.22%
- iShares TIPS Bond (TIP) - 40,671 shares, 3.76% of the total portfolio. Shares added by 5.01%
- Realty Income Corp (O) - 54,685 shares, 3.29% of the total portfolio. Shares reduced by 3.24%
- ONEOK Inc (OKE) - 57,652 shares, 3.29% of the total portfolio. Shares reduced by 1.32%
- Paychex Inc (PAYX) - 46,438 shares, 3.04% of the total portfolio. Shares reduced by 0.06%
Signature Wealth Management Group initiated holding in Eaton Corp PLC. The purchase prices were between $66.63 and $82.22, with an estimated average price of $76.1. The stock is now traded at around $84.44. The impact to a portfolio due to this purchase was 2.65%. The holding were 40,225 shares as of .
New Purchase: UnitedHealth Group Inc (UNH)Signature Wealth Management Group initiated holding in UnitedHealth Group Inc. The purchase prices were between $236.02 and $271.13, with an estimated average price of $255.35. The stock is now traded at around $214.34. The impact to a portfolio due to this purchase was 0.55%. The holding were 2,714 shares as of .
New Purchase: Lam Research Corp (LRCX)Signature Wealth Management Group initiated holding in Lam Research Corp. The purchase prices were between $131.63 and $183.8, with an estimated average price of $166.29. The stock is now traded at around $194.62. The impact to a portfolio due to this purchase was 0.23%. The holding were 1,597 shares as of .
New Purchase: Vanguard Extended Market (VXF)Signature Wealth Management Group initiated holding in Vanguard Extended Market. The purchase prices were between $97.99 and $117.65, with an estimated average price of $112.04. The stock is now traded at around $117.84. The impact to a portfolio due to this purchase was 0.18%. The holding were 1,886 shares as of .
Added: The Home Depot Inc (HD)Signature Wealth Management Group added to a holding in The Home Depot Inc by 37.33%. The purchase prices were between $168.61 and $192.39, with an estimated average price of $183.33. The stock is now traded at around $206.13. The impact to a portfolio due to this purchase was 0.53%. The holding were 12,448 shares as of .
Added: Carnival Corp (CCL)Signature Wealth Management Group added to a holding in Carnival Corp by 31.58%. The purchase prices were between $47.37 and $58.85, with an estimated average price of $55.33. The stock is now traded at around $55.11. The impact to a portfolio due to this purchase was 0.1%. The holding were 9,746 shares as of .
Sold Out: WEC Energy Group Inc (WEC)Signature Wealth Management Group sold out a holding in WEC Energy Group Inc. The sale prices were between $67.58 and $79.9, with an estimated average price of $74.07.
Sold Out: Service Corp International (SCI)Signature Wealth Management Group sold out a holding in Service Corp International. The sale prices were between $39.08 and $45.97, with an estimated average price of $41.81.
Sold Out: Lowe's Companies Inc (LOW)Signature Wealth Management Group sold out a holding in Lowe's Companies Inc. The sale prices were between $91.17 and $109.47, with an estimated average price of $99.68.
Sold Out: Procter & Gamble Co (PG)Signature Wealth Management Group sold out a holding in Procter & Gamble Co. The sale prices were between $90.44 and $104.05, with an estimated average price of $97.18.
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