Signaturefd, LLC Incresed Positions in Q1 2025

Signaturefd, LLC

  • $4.94 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
124K
+ 3.96%
$69.57 - $78.65 $8.6M - $9.72M
3.25M $246M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
87.9K
+ 2.85%
$58.01 - $64.46 $5.1M - $5.66M
3.17M $197M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
173K
+ 4.05%
$90.0 - $96.32 $15.6M - $16.7M
4.46M $412M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
182K
+ 4.73%
$42.5 - $46.71 $7.72M - $8.49M
4.02M $182M
VIG
Vanguard Dividend Appreciation

ETFs
56.8K
+ 2.98%
N/A
1.96M $358M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.38K
+ 1.99%
$442.66 - $534.52 $612K - $739K
70.8K $37.7M
HOOD
Robinhood Markets, Inc.

Technology
108K
+ 1777.39%
$35.63 - $65.28 $3.85M - $7.06M
114K $4.76M
ABBV
Abb Vie Inc.

Healthcare
5.66K
+ 12.13%
$169.2 - $216.66 $957K - $1.23M
52.3K $11M
JNJ
Johnson & Johnson

Healthcare
8.54K
+ 17.25%
$142.06 - $167.7 $1.21M - $1.43M
58.1K $9.63M
XOM
Exxon Mobil Corp

Energy
5.1K
+ 5.11%
$105.44 - $118.93 $538K - $606K
105K $12.5M
V
Visa Inc.

Financial Services
404
+ 0.99%
$306.92 - $362.71 $124K - $147K
41.1K $14.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
7.21K
+ 24.34%
$182.82 - $196.21 $1.32M - $1.42M
36.8K $6.93M
PLTR
Palantir Technologies Inc.

Technology
10.6K
+ 19.56%
$64.98 - $124.62 $692K - $1.33M
65.1K $5.49M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
447
+ 1.74%
$80.53 - $147.57 $36K - $66K
26.2K $3.46M
CVX
Chevron Corp

Energy
4.35K
+ 19.02%
$146.71 - $167.97 $638K - $731K
27.2K $4.55M
ABT
Abbott Laboratories

Healthcare
1.99K
+ 4.29%
$111.1 - $140.22 $222K - $280K
48.5K $6.43M
PM
Philip Morris International Inc.

Consumer Defensive
767
+ 2.94%
$117.15 - $158.79 $89.9K - $122K
26.8K $4.26M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
46.9K
+ 89.65%
$22.11 - $22.43 $1.04M - $1.05M
99.2K $2.22M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
42.1K
+ 86.66%
$22.77 - $22.94 $958K - $965K
90.6K $2.08M
SHEL
Shell PLC

Energy
5.53K
+ 10.34%
$62.84 - $73.29 $348K - $406K
59K $4.33M
CSCO
Cisco Systems, Inc.

Technology
11.2K
+ 11.21%
$58.74 - $64.87 $657K - $726K
111K $6.85M
AMGN
Amgen Inc

Healthcare
795
+ 5.85%
$258.59 - $327.36 $206K - $260K
14.4K $4.48M
T
At&T Inc.

Communication Services
1.59K
+ 0.99%
$21.56 - $28.28 $34.2K - $44.9K
163K $4.6M
MA
Mastercard Inc

Financial Services
836
+ 3.86%
$504.67 - $576.31 $422K - $482K
22.5K $12.3M
UBER
Uber Technologies, Inc

Technology
7.22K
+ 22.98%
$63.17 - $81.49 $456K - $589K
38.7K $2.82M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
40.4K
+ 78.87%
$21.77 - $22.25 $880K - $900K
91.7K $2.04M
NVS
Novartis Ag

Healthcare
3K
+ 7.49%
$97.14 - $115.57 $292K - $347K
43.1K $4.8M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
36K
+ 535.45%
$23.49 - $23.77 $844K - $855K
42.7K $1M
META
Meta Platforms, Inc.

Communication Services
2.74K
+ 4.86%
$576.36 - $736.67 $1.58M - $2.01M
59K $34M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
35.4K
+ 67.55%
$21.16 - $21.77 $748K - $770K
87.7K $1.91M
SAN
Banco Santander, S.A.

Financial Services
23.9K
+ 8.25%
$4.46 - $7.14 $106K - $170K
313K $2.1M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
32.6K
+ 359.37%
$23.55 - $23.74 $767K - $774K
41.7K $983K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
656
+ 12.99%
$402.49 - $513.76 $264K - $337K
5.71K $2.77M
AZN
Astrazeneca PLC

Healthcare
3.42K
+ 5.68%
$65.37 - $77.96 $223K - $266K
63.6K $4.67M
CVS
Cvs Health Corp

Healthcare
6.05K
+ 43.59%
$44.22 - $68.64 $267K - $415K
19.9K $1.35M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.64K
+ 6.58%
$551.42 - $612.93 $2.56M - $2.85M
75.2K $42.1M
SPOT
Spotify Technology S.A.

Communication Services
686
+ 21.38%
$457.79 - $648.32 $314K - $445K
3.9K $2.14M
WFC
Wells Fargo & Company

Financial Services
8.5K
+ 15.84%
$66.78 - $81.42 $567K - $692K
62.2K $4.46M
SONY
Sony Group Corp

Technology
2.55K
+ 1.77%
$19.88 - $25.64 $50.7K - $65.4K
146K $3.72M
TMUS
T Mobile Us, Inc.

Communication Services
544
+ 4.8%
$211.3 - $272.83 $115K - $148K
11.9K $3.17M
BSX
Boston Scientific Corp

Healthcare
3.18K
+ 10.89%
$89.38 - $106.18 $285K - $338K
32.4K $3.27M
TQQQ
Proshares Ultrapro Qqq

ETFs
11.6K
+ 3932.2%
$57.3 - $90.39 $665K - $1.05M
11.9K $681K
GLD
Spdr Gold Trust

ETFs
44
+ 0.31%
$243.19 - $288.14 $10.7K - $12.7K
14.1K $4.05M
BMY
Bristol Myers Squibb CO

Healthcare
3.23K
+ 3.14%
$53.9 - $63.11 $174K - $204K
106K $6.47M
UNH
Unitedhealth Group Inc

Healthcare
539
+ 2.63%
$461.52 - $548.18 $249K - $295K
21K $11M
LKQ
Lkq Corp

Consumer Cyclical
904
+ 0.86%
$36.24 - $44.05 $32.8K - $39.8K
106K $4.49M
NFLX
Netflix Inc

Communication Services
144
+ 1.16%
$828.4 - $1058.6 $119K - $152K
12.5K $11.7M
SO
Southern CO

Utilities
1.74K
+ 3.57%
$80.96 - $92.96 $141K - $162K
50.5K $4.64M
SAP
Sap Se

Technology
583
+ 2.84%
$241.4 - $293.69 $141K - $171K
21.1K $5.67M
Activity Summary
Buys All Purchases 1647 New Holdings 210 Increased Positions 1437 Sells All Sells 1096 Reductions 1094 Sold out 2 Options Calls 4 Puts 4
Track This Portfolio

Track Signaturefd, LLC Portfolio

Follow Signaturefd, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Signaturefd, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Signaturefd, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email