SIGNATUREFD, LLC
Top Portfolio Positions
2,762 positions ·
$2,050,249,316 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
587,500 | $149,101,625 | 7.27% |
| NVDA |
Nvidia Corp
Technology
|
785,660 | $137,019,104 | 6.68% |
| MSFT |
Microsoft Corp
Technology
|
222,507 | $82,365,416 | 4.02% |
| GOOGL |
Alphabet Inc.
Communication Services
|
236,021 | $67,870,198 | 3.31% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
296,661 | $61,785,586 | 3.01% |
| SPY |
Spdr S&P 500 ETF Trust
|
77,698 | $50,530,117 | 2.46% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
117,030 | $43,505,902 | 2.12% |
| META |
Meta Platforms, Inc.
Communication Services
|
63,594 | $36,384,035 | 1.77% |
| AVGO |
Broadcom Inc.
Technology
|
102,901 | $31,848,888 | 1.55% |
| KO |
Coca Cola Co
Consumer Defensive
|
347,763 | $26,447,376 | 1.29% |
Portfolio Trend
Holdings in DSGR
Shares Held
Position Value (USD)
14 of 14 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,781 | 449 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $11,449 | 418 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $12,573 | 418 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $11,482 | 418 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $11,704 | 418 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $14,379 | 418 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $16,097 | 418 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $12,540 | 418 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $14,830 | 418 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $13,192 | 418 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $10,868 | 418 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,440 | 209 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $4,750 | 209 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $3,851 | 209 | Shares | Sole | 2023-01-30 | |
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