SIGNATUREFD, LLC
Top Portfolio Positions
2,775 positions ·
$2,083,719,839 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
587,500 | $149,101,625 | 7.16% | |
| NVDA |
Nvidia Corp
Technology
|
785,660 | $137,019,104 | 6.58% | |
| MSFT |
Microsoft Corp
Technology
|
222,507 | $82,365,416 | 3.95% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
236,021 | $67,870,198 | 3.26% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
296,661 | $61,785,586 | 2.97% | |
| SPY |
Spdr S&P 500 ETF Trust
|
77,698 | $50,530,117 | 2.42% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
117,030 | $43,505,902 | 2.09% | |
| META |
Meta Platforms, Inc.
Communication Services
|
63,594 | $36,384,035 | 1.75% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
73,151 | $35,053,959 | 1.68% | |
| AVGO |
Broadcom Inc.
Technology
|
102,901 | $31,848,888 | 1.53% |
Portfolio Trend
25 quarters · across all stocks
Holdings in IIM
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,444 | 201 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,476 | 201 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,522 | 201 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,339 | 201 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,405 | 201 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,389 | 201 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $32,534 | 2,526 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,480 | 201 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,412 | 201 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,357 | 201 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,090 | 201 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,375 | 201 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,452 | 201 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,422 | 201 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $2,313 | 201 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,586 | 201 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,801 | 201 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,425 | 201 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $3,278 | 201 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $3,314 | 201 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $3,149 | 201 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,145 | 201 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,956 | 201 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,904 | 201 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $2,842 | 201 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||