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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

SIGNATUREFD, LLC INSTITUTION : SIGNATUREFD, LLC
SIGNATUREFD, LLC Portfolio (reported on 2020-04-23)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES TR    (MSCI MIN VOL ETF) USMV 222,995,000 4,128,766 19.27%
ISHARES TR    (RUS 1000 GRW ETF) IWF 106,794,000 708,890 9.22%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 104,076,000 1,006,631 8.99%
VANGUARD STAR FDS    (VG TL INTL STK F) VXUS 59,675,000 1,422,184 5.15%
VANGUARD INTL EQUITY INDEX F    (TT WRLD ST ETF) 53,006,000 844,043 4.58%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 37,613,000 1,121,114 3.25%
ISHARES TR    (EDGE MSCI USA VL) VLUE 36,749,000 583,312 3.17%
COCA COLA CO    (COM) KO 26,650,000 602,250 2.30%
APPLE INC    (COM) AAPL 20,353,000 80,529 1.75%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 19,645,000 81,623 1.69%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 16,425,000 192,438 1.41%
ISHARES TR    (S&P 100 ETF) OEF 14,404,000 121,431 1.24%
MICROSOFT CORP    (COM) MSFT 13,868,000 87,935 1.19%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 12,262,000 67,067 1.05%
AMAZON COM INC    (COM) AMZN 11,617,000 6,050 1.00%
ROLLINS INC    (COM) ROL 10,531,000 291,386 0.91%
UNITED PARCEL SERVICE INC    (CL B) UPS 7,536,000 80,667 0.65%
HOME DEPOT INC    (COM) HD 7,132,000 38,196 0.61%
JOHNSON & JOHNSON    (COM) JNJ 6,096,000 46,492 0.52%
WAYFAIR INC    (CL A) W 6,034,000 112,908 0.52%
ALPHABET INC    (CAP STK CL A) GOOGL 5,766,000 4,962 0.49%
INVESCO EXCHANGE-TRADED FD T    (S&P500 LOW VOL) 5,144,000 109,644 0.44%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 4,886,000 146,565 0.42%
VANGUARD INDEX FDS    (VALUE ETF) VTV 4,774,000 53,603 0.41%
FACEBOOK INC    (CL A) FB 4,472,000 27,307 0.38%
PROCTER & GAMBLE CO    (COM) PG 4,260,000 38,726 0.36%
AT&T INC    (COM) T 3,834,000 131,523 0.33%
ISHARES TR    (CORE S&P500 ETF) IVV 3,624,000 14,025 0.31%
INTEL CORP    (COM) INTC 3,418,000 63,163 0.29%
VISA INC    (COM CL A) V 3,336,000 20,706 0.28%
ISHARES TR    (MSCI ACWI EX US) ACWX 3,294,000 87,498 0.28%
SOUTHERN CO    (COM) SO 3,283,000 60,647 0.28%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 3,256,000 25,255 0.28%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 3,180,000 20,292 0.27%
CISCO SYS INC    (COM) CSCO 3,163,000 80,464 0.27%
VERIZON COMMUNICATIONS INC    (COM) VZ 3,098,000 57,661 0.26%
JPMORGAN CHASE & CO    (COM) JPM 3,056,000 33,939 0.26%
LKQ CORP    (COM) LKQX 2,893,000 141,050 0.25%
UNITEDHEALTH GROUP INC    (COM) UNH 2,763,000 11,079 0.23%
WALMART INC    (COM) WMT 2,642,000 23,257 0.22%
ALPHABET INC    (CAP STK CL C) GOOG 2,499,000 2,149 0.21%
ABBOTT LABS    (COM) ABT 2,425,000 30,927 0.20%
PFIZER INC    (COM) PFE 2,357,000 72,222 0.20%
ISHARES TR    (MSCI ACWI ETF) ACWI 2,342,000 37,435 0.20%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 2,325,000 12,255 0.20%
SPDR GOLD TRUST    (GOLD SHS) GLD 2,311,000 15,699 0.19%
PEPSICO INC    (COM) PEP 2,244,000 18,684 0.19%
ADOBE INC    (COM) ADBE 2,184,000 6,862 0.18%
MERCK & CO. INC    (COM) MRK 2,137,000 27,771 0.18%
DELTA AIR LINES INC DEL    (COM NEW) DAL 2,114,000 74,562 0.18%
NEXTERA ENERGY INC    (COM) NEE 1,982,000 8,239 0.17%
MASTERCARD INC    (CL A) MA 1,975,000 8,176 0.17%
LILLY ELI & CO    (COM) LLY 1,966,000 14,170 0.16%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 1,944,000 34,877 0.16%
AXIS CAPITAL HOLDINGS LTD    (SHS) AXS 1,936,000 50,098 0.16%
TAIWAN SEMICONDUCTOR MFG LTD    (SPONSORED ADS) TSM 1,906,000 39,873 0.16%
ABBVIE INC    (COM) ABBV 1,877,000 24,634 0.16%
COSTCO WHSL CORP NEW    (COM) COST 1,858,000 6,516 0.16%
NVIDIA CORP    (COM) NVDA 1,690,000 6,410 0.14%
DISNEY WALT CO    (COM DISNEY) DIS 1,669,000 38,265 0.14%
NETFLIX INC    (COM) NFLX 1,573,000 4,190 0.13%
EXXON MOBIL CORP    (COM) XOM 1,559,000 41,066 0.13%
MCDONALDS CORP    (COM) MCD 1,546,000 9,350 0.13%
AMGEN INC    (COM) AMGN 1,480,000 7,299 0.12%
BWX TECHNOLOGIES INC    (COM) BWXT 1,440,000 29,554 0.12%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 1,432,000 5,051 0.12%
NEW YORK CMNTY BANCORP INC    (COM) NYB 1,418,000 150,962 0.12%
COMCAST CORP NEW    (CL A) CMCSA 1,406,000 40,886 0.12%
BK OF AMERICA CORP    (COM) BAC 1,361,000 64,130 0.11%
NOVARTIS A G    (SPONSORED ADR) NVS 1,358,000 16,470 0.11%
NORTHROP GRUMMAN CORP    (COM) NOC 1,342,000 4,435 0.11%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 1,313,000 8,040 0.11%
SALESFORCE COM INC    (COM) CRM 1,304,000 9,059 0.11%
L3HARRIS TECHNOLOGIES INC    (COM) 1,282,000 7,120 0.11%
DANAHER CORPORATION    (COM) DHR 1,267,000 9,151 0.10%
NOVO-NORDISK A S    (ADR) NVO 1,230,000 20,427 0.10%
ISHARES TR    (SHORT TREAS BD) SHV 1,228,000 11,060 0.10%
INVESCO QQQ TR    (UNIT SER 1) 1,227,000 6,468 0.10%
HAVERTY FURNITURE INC    (COM) HVT 1,219,000 102,517 0.10%
ISHARES TR    (FLTG RATE NT ETF) FLOT 1,197,000 24,549 0.10%
TEXAS INSTRS INC    (COM) TXN 1,196,000 11,964 0.10%
GOLUB CAP BDC INC    (COM) GBDC 1,189,000 94,646 0.10%
VANGUARD SCOTTSDALE FDS    (VNG RUS1000GRW) VONG 1,180,000 7,627 0.10%
PHILIP MORRIS INTL INC    (COM) PM 1,179,000 16,162 0.10%
TRUIST FINL CORP    (COM) 1,168,000 37,868 0.10%
CLOROX CO DEL    (COM) CLX 1,158,000 6,684 0.10%
INVESCO ACTIVELY MANAGED ETF    (VAR RATE INVT) 1,145,000 50,333 0.09%
CROWN CASTLE INTL CORP NEW    (COM) CCI 1,104,000 7,649 0.09%
DUKE ENERGY CORP NEW    (COM NEW) DUK 1,070,000 13,233 0.09%
BARCLAYS BK PLC    (SHRT TRM ETN 48) 1,068,000 23,100 0.09%
ISHARES TR    (RUS MID CAP ETF) IWR 1,065,000 24,663 0.09%
STARBUCKS CORP    (COM) SBUX 1,032,000 15,699 0.08%
CONSOLIDATED EDISON INC    (COM) ED 1,011,000 12,963 0.08%
MONDELEZ INTL INC    (CL A) MDLZ 1,010,000 20,167 0.08%
GILEAD SCIENCES INC    (COM) GILD 1,010,000 13,505 0.08%
ASTRAZENECA PLC    (SPONSORED ADR) AZN 1,005,000 22,501 0.08%
ALTRIA GROUP INC    (COM) MO 990,000 25,612 0.08%
LOCKHEED MARTIN CORP    (COM) LMT 989,000 2,916 0.08%
3M CO    (COM) MMM 962,000 7,043 0.08%
ORACLE CORP    (COM) ORCL 960,000 19,856 0.08%
ISHARES TR    (TIPS BD ETF) TIP 932,000 7,907 0.08%
UNITED TECHNOLOGIES CORP    (COM) UTX 916,000 9,710 0.07%
BOEING CO    (COM) BA 909,000 6,095 0.07%
SCHWAB STRATEGIC TR    (US AGGREGATE B) SCHZ 893,000 16,460 0.07%
CVS HEALTH CORP    (COM) CVS 890,000 14,994 0.07%
ISHARES TR    (RUS 1000 VAL ETF) IWD 886,000 8,933 0.07%
PAYPAL HLDGS INC    (COM) PYPL 881,000 9,199 0.07%
ROYAL BK CDA    (COM) RY 874,000 14,192 0.07%
ISHARES TR    (MSCI EAFE ETF) EFA 874,000 16,345 0.07%
TOYOTA MOTOR CORP    (SP ADR REP2COM) TM 872,000 7,271 0.07%
BIOGEN INC    (COM) BIIB 870,000 2,749 0.07%
TESLA INC    (COM) TSLA 867,000 1,654 0.07%
AMERICAN TOWER CORP NEW    (COM) AMT 863,000 3,964 0.07%
INVESCO CURNCYSHS BRIT PND S    (BRIT POUN STRL) 843,000 7,000 0.07%
FIDELITY NATL INFORMATION SV    (COM) FIS 837,000 6,884 0.07%
GENERAL MLS INC    (COM) GIS 833,000 15,789 0.07%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 832,000 3,514 0.07%
NIKE INC    (CL B) NKE 828,000 10,009 0.07%
HONEYWELL INTL INC    (COM) HON 821,000 6,134 0.07%
ISHARES TR    (IBOXX HI YD ETF) HYG 819,000 10,625 0.07%
UNION PAC CORP    (COM) UNP 816,000 5,786 0.07%
HAVERTY FURNITURE INC    (CL A) HVT/A 813,000 75,252 0.07%
GLOBAL PMTS INC    (COM) GPN 809,000 5,606 0.06%
EQUIFAX INC    (COM) EFX 801,000 6,710 0.06%
STRYKER CORP    (COM) SYK 787,000 4,729 0.06%
CHUNGHWA TELECOM CO LTD    (SPON ADR NEW11) CHT 781,000 21,956 0.06%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 780,000 6,760 0.06%
CASTLE BIOSCIENCES INC    (COM) 779,000 26,132 0.06%
ANTHEM INC    (COM) ANTM 776,000 3,417 0.06%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 771,000 18,787 0.06%
ISHARES TR    (CORE S&P US VLU) IWW 736,000 15,942 0.06%
MOODYS CORP    (COM) MCO 732,000 3,459 0.06%
ISHARES TR    (RUSSELL 2000 ETF) IWM 726,000 6,340 0.06%
SPDR INDEX SHS FDS    (DJ INTL RL ETF) RWX 722,000 26,956 0.06%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 721,000 5,273 0.06%
CHARTER COMMUNICATIONS INC N    (CL A) CHTR 702,000 1,609 0.06%
TJX COS INC NEW    (COM) TJX 702,000 14,691 0.06%
SANOFI    (SPONSORED ADR) SNY 700,000 16,017 0.06%
QUALCOMM INC    (COM) QCOM 698,000 10,324 0.06%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 697,000 6,288 0.06%
ISHARES TR    (CORE MSCI EAFE) IEFA 696,000 13,951 0.06%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 696,000 9,841 0.06%
CHEVRON CORP NEW    (COM) CVX 695,000 9,593 0.06%
SHERWIN WILLIAMS CO    (COM) SHW 690,000 1,501 0.05%
BROADCOM INC    (COM) 682,000 2,876 0.05%
MEDTRONIC PLC    (SHS) MDT 677,000 10,486 0.05%
BLACKROCK INC    (COM) BLK 671,000 1,525 0.05%
ISHARES TR    (CORE US AGGBD ET) AGG 658,000 5,703 0.05%
ISHARES TR    (S&P 500 GRWT ETF) IVW 655,000 3,966 0.05%
FISERV INC    (COM) FISV 654,000 6,888 0.05%
BAXTER INTL INC    (COM) BAX 648,000 7,980 0.05%
CIGNA CORP NEW    (COM) 642,000 3,623 0.05%
WELLS FARGO CO NEW    (COM) WFC 642,000 22,365 0.05%
COLGATE PALMOLIVE CO    (COM) CL 623,000 9,387 0.05%
KIMBERLY CLARK CORP    (COM) KMB 620,000 4,847 0.05%
S&P GLOBAL INC    (COM) SPGI 620,000 2,531 0.05%
CATERPILLAR INC DEL    (COM) CAT 614,000 5,287 0.05%
NORFOLK SOUTHERN CORP    (COM) NSC 614,000 4,207 0.05%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 614,000 7,713 0.05%
TARGET CORP    (COM) TGT 612,000 6,585 0.05%
STERIS PLC    (SHS USD) 611,000 4,365 0.05%
ISHARES TR    (RUS 1000 ETF) IWB 606,000 4,283 0.05%
CENTERSTATE BK CORP    (COM) CSFL 603,000 35,017 0.05%
CITIGROUP INC    (COM NEW) C 602,000 14,302 0.05%
HANESBRANDS INC    (COM) HBI 597,000 75,896 0.05%
INTUIT    (COM) INTU 597,000 2,595 0.05%
RIO TINTO PLC    (SPONSORED ADR) RTP 597,000 13,107 0.05%
ASML HOLDING N V    (N Y REGISTRY SHS) ASML 591,000 2,260 0.05%
CADENCE DESIGN SYSTEM INC    (COM) CDNS 589,000 8,917 0.05%
MCKESSON CORP    (COM) MCK 588,000 4,347 0.05%
MONSTER BEVERAGE CORP NEW    (COM) MNST 586,000 10,424 0.05%
ISHARES TR    (RUSSELL 3000 ETF) IWV 566,000 3,816 0.04%
GENERAL DYNAMICS CORP    (COM) GD 565,000 4,270 0.04%
DOMINION ENERGY INC    (COM) D 564,000 7,819 0.04%
ALLERGAN PLC    (SHS) AGN 563,000 3,179 0.04%
SONY CORP    (SPONSORED ADR) SNE 559,000 9,446 0.04%
FEDEX CORP    (COM) FDX 557,000 4,594 0.04%
SIMON PPTY GROUP INC NEW    (COM) SPG 554,000 10,102 0.04%
ISHARES TR    (MSCI EMG MKT ETF) EEM 543,000 15,907 0.04%
MICRON TECHNOLOGY INC    (COM) MU 542,000 12,894 0.04%
ARCHER DANIELS MIDLAND CO    (COM) ADM 534,000 15,177 0.04%
HONDA MOTOR LTD    (AMERN SHS) HMC 533,000 23,739 0.04%
LOWES COS INC    (COM) LOW 532,000 6,187 0.04%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 531,000 11,611 0.04%
BRITISH AMERN TOB PLC    (SPONSORED ADR) BTI 530,000 15,508 0.04%
DEERE & CO    (COM) DE 529,000 3,830 0.04%
AFLAC INC    (COM) AFL 527,000 15,400 0.04%
ISHARES INC    (CORE MSCI EMKT) IEMG 525,000 12,970 0.04%
POPULAR INC    (COM NEW) BPOP 523,000 14,954 0.04%
UNITED STATES OIL FUND LP    (UNITS) USO 522,000 123,929 0.04%
ILLINOIS TOOL WKS INC    (COM) ITW 521,000 3,663 0.04%
BHP GROUP LTD    (SPONSORED ADS) BHP 510,000 13,906 0.04%
ISHARES GOLD TRUST    (ISHARES) IAU 508,000 33,685 0.04%
AMERICAN EXPRESS CO    (COM) AXP 498,000 5,818 0.04%
BECTON DICKINSON & CO    (COM) BDX 496,000 2,158 0.04%
PROSHARES TR    (S&P 500 DV ARIST) NOBL 491,000 8,512 0.04%
WASTE MGMT INC DEL    (COM) WMI 478,000 5,167 0.04%
ROYAL DUTCH SHELL PLC    (SPONS ADR A) RDS.A 476,000 13,652 0.04%
OLLIES BARGAIN OUTLT HLDGS I    (COM) 475,000 10,240 0.04%
GENERAL ELECTRIC CO    (COM) GE 469,000 59,027 0.04%
1 2 3 4 5 6 7 8 9 10 11 12 Next >Full Portfolio View
Total Value As 2020-03-31: 1,157,105,000 SEC FILING
* Portfolios do not reflect changes after reporting
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