SIGNATUREFD, LLC
Top Portfolio Positions
2,375 positions ·
$2,015,971,794 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
578,878 | $157,373,773 | 7.81% |
| NVDA |
Nvidia Corp
Technology
|
774,306 | $144,408,069 | 7.16% |
| MSFT |
Microsoft Corp
Technology
|
220,744 | $106,756,213 | 5.30% |
| GOOGL |
Alphabet Inc.
Communication Services
|
230,416 | $72,120,208 | 3.58% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
292,626 | $67,543,933 | 3.35% |
| SPY |
Spdr S&P 500 Etf Trust
|
77,378 | $52,765,605 | 2.62% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
116,570 | $52,423,860 | 2.60% |
| META |
Meta Platforms, Inc.
Communication Services
|
62,420 | $41,202,817 | 2.04% |
| AVGO |
Broadcom Inc.
Technology
|
99,592 | $34,468,791 | 1.71% |
| LLY |
ELI LILLY & Co
Healthcare
|
25,597 | $27,508,586 | 1.36% |
Portfolio Trend
Holdings in WIT
Export CSVShares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,566,305 | 551,516 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,466,735 | 557,694 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,719,820 | 569,477 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,752,165 | 572,603 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,093,403 | 591,357 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $969,174 | 299,128 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $884,204 | 289,903 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $831,820 | 289,329 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $721,768 | 259,163 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $707,866 | 292,507 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $605,540 | 256,585 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $401,556 | 178,867 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $355,136 | 152,419 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $353,831 | 150,247 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $231,996 | 87,381 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $284,549 | 73,813 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $233,356 | 47,819 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $164,379 | 37,232 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $128,126 | 32,811 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $91,365 | 28,822 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $78,681 | 27,852 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $58,886 | 25,058 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $38,356 | 23,176 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $117,779 | 75,987 | Shares | Sole | 2020-04-23 | |
| No quarters match your search. | ||||||