Signet Private Wealth LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SP Signet Private Wealth LLC | Institutional Filer | ▲ 0.04% | $104.5M | 116 |
Current Portfolio Holdings
Showing all 116 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 28K | $18.6M | 17.79% |
| 2 | AAPL | Apple Inc. | Technology | 17K | $4.3M | 4.12% |
| 3 | MSFT | Microsoft Corporation | Technology | 10K | $3.5M | 3.39% |
| 4 | AVGO | Broadcom Inc. | Technology | 9K | $2.7M | 2.62% |
| 5 | EFA | ISHARES TR | — | 27K | $2.6M | 2.50% |
| 6 | BIL | SPDR SERIES TRUST | — | 28K | $2.6M | 2.47% |
| 7 | CATH | GLOBAL X FDS | — | 31K | $2.5M | 2.35% |
| 8 | NVDA | NVIDIA Corporation | Technology | 14K | $2.4M | 2.32% |
| 9 | LLY | Eli Lilly and Company | Healthcare | 2K | $2.3M | 2.20% |
| 10 | TLT | ISHARES TR | — | 22K | $1.9M | 1.83% |
| 11 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 8K | $1.7M | 1.63% |
| 12 | GOOG | Alphabet Inc. | Technology | 6K | $1.7M | 1.59% |
| 13 | BRKA | BERKSHIRE HATHAWAY INC DEL | — | 2 | $1.4M | 1.37% |
| 14 | SHY | ISHARES TR | — | 16K | $1.3M | 1.26% |
| 15 | ACWX | ISHARES TR | — | 19K | $1.3M | 1.25% |
Showing 1 to 15 of 116 holdings