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Q4 2024 Filing
Signature Wealth Management Group
Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$248.7B
Holdings
106
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (106 positions)
#
Stock
Shares
Value
% Portfolio
Type
101
ABT
ABBOTT LABS
2,213
$250.3M
0.10%
102
SDY
SPDR SER TR
1,680
$221.9M
0.09%
103
V
VISA INC
681
$215.2M
0.09%
104
MCD
MCDONALDS CORP
738
$213.9M
0.09%
105
LRCX
LAM RESEARCH CORP
2,920
$210.9M
0.08%
106
DFUS
DIMENSIONAL ETF TRUST
3,173
$202.3M
0.08%
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