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SIGNATUREFD, LLC13F | |
| SIGNATUREFD, LLC | |
| Last update 2025-05-02 | 3323 Stocks (197 new) |
| Value $5.28 Bil | Turnover 9 % |
SIGNATUREFD, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWF | iShares Russell 1000 Growth ETF | 1,854,718 | 669,720.2 | -10.27% | 12.680 | -1.61% | 0.700 | +23.74% | +6.86% | 112,698.5 | ||
IUSV | ISHARES TRUST | 4,460,480 | 411,657.7 | +4.05% | 7.790 | +0.30% | 2.040 | +9.04% | +4.95% | 21,281.5 | ||
VIG | Vanguard Dividend Appreciation FTF | 1,962,987 | 380,799.9 | +2.98% | 7.210 | +0.21% | 0.440 | +11.15% | +7.09% | 87,948.4 | ||
JQUA | JPMorgan U.S. Quality Factor ETF | 5,380,203 | 303,820.1 | -0.28% | 5.750 | -0.02% | 5.220 | +11.62% | +6.85% | 6,823.2 | ||
VCRB | Vanguard Core Bond ETF | 3,525,105 | 272,948.9 | New Holding | 5.170 | +5.17% | 10.750 | +0.50% | +4.25% | 2,747.3 | ||
IEFA | iShares Core MSCI EAFE ETF | 3,249,197 | 245,801.8 | +3.96% | 4.650 | +0.18% | 0.190 | +14.34% | +21.05% | 143,058.9 | ||
VXUS | Vanguard Total International Stock | 3,172,470 | 197,010.4 | +2.85% | 3.730 | +0.10% | 0.250 | +14.38% | +19.13% | 87,184.0 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 4,024,713 | 182,158.5 | +4.73% | 3.450 | +0.16% | 0.230 | +12.40% | +14.02% | 83,003.4 | ||
MUB | iShares National Muni Bond ETF | 1,218,299 | 128,457.4 | -9.51% | 2.430 | -0.26% | 0.330 | -0.65% | -0.57% | 38,518.5 | ||
AAPL | Apple Inc | 551,718 | 122,553.2 | -0.01% | 2.320 | 0% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware |
SIGNATUREFD, LLC's Historical Top Holdings Breakdowns
SIGNATUREFD, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VCRB | Vanguard Core Bond ETF | 2025-03-31 | New Buy New Buy | +5.17% | 74.92 ($76.52) 77.71 | $77.02 | 0.65% | New holding | 3,525,105 | 3,525,105 | |
VB | Vanguard Small Cap ETF | 2025-03-31 | Reduce Reduce | -2.92% | 217.89 ($238.81) 252.64 | $243.21 | 1.84% | Reduce -78.94% | 171,110 | -641,268 | |
JAAA | Janus Henderson AAA CLO ETF | 2025-03-31 | New Buy New Buy | +2.25% | 50.48 ($50.78) 51.04 | $50.56 | -0.43% | New holding | 2,347,299 | 2,347,299 | |
IWF | iShares Russell 1000 Growth ETF | 2025-03-31 | Reduce Reduce | -1.61% | 360.07 ($394.62) 417.26 | $428.27 | 8.53% | Reduce -10.27% | 1,854,718 | -212,188 | |
BND | Vanguard Total Bond Market ETF | 2025-03-31 | Reduce Reduce | -0.86% | 71.17 ($72.57) 73.66 | $73.08 | 0.70% | Reduce -71.17% | 256,530 | -633,150 | |
IUSV | ISHARES TRUST | 2025-03-31 | Add Add | +0.30% | 90 ($93.85) 96.32 | $96.34 | 2.65% | Add 4.05% | 4,460,480 | 173,459 | |
MUB | iShares National Muni Bond ETF | 2025-03-31 | Reduce Reduce | -0.26% | 104.71 ($106.35) 107.68 | $104.27 | -1.96% | Reduce -9.51% | 1,218,299 | -128,105 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-03-31 | Add Add | +0.21% | 190.34 ($198.85) 205.23 | $207.81 | 4.51% | Add 2.98% | 1,962,987 | 56,760 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-03-31 | Add Add | +0.18% | 69.57 ($74.78) 78.65 | $83.57 | 11.75% | Add 3.96% | 3,249,197 | 123,639 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.18% | 106.98 ($126.74) 149.43 | $159.34 | 25.72% | Reduce -8.7% | 741,341 | -70,604 |
SIGNATUREFD, LLC Total Holding History ($B)
SIGNATUREFD, LLC's Asset Allocation
SIGNATUREFD, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SIGNATUREFD, LLC's Hypothetical Growth since 2025-03-31
SIGNATUREFD, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SIGNATUREFD, LLC's Holdings Heat Map
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SIGNATUREFD, LLC's Holdings Bubble Chart
SIGNATUREFD, LLC News
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