SIGNATUREFD, LLC

Q4 2024 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
12/31/2024
Date filed
2/10/2025
Form type
13F-HR
Num holdings
3,304
Total value ($000)
$5,279,119
Net value change ($000)
+28,792 (0.5%)
New positions
241
Sold out positions
179
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/21/2024 Next filing: 5/2/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IWF 56,551 7.3%
TSLA 14,057 52.6%
AAPL 12,387 9.8%
AMZN 9,842 20.3%
NVDA 9,779 9.9%
ARHS 9,250 697.6%
HELO 8,515 155.4%
GOOGL 5,413 15.2%
AVGO 4,949 36.3%
GOOGL 3,935 40.0%
Top Reduces (Value $000, Stocks/ETFs)
IEFA -17,511 -7.4%
VXUS -16,505 -8.3%
IUSV -14,471 -3.5%
VWO -10,346 -5.8%
JPST -9,007 -12.9%
VEA -6,124 -9.9%
VIG -5,603 -1.5%
KO -5,253 -13.7%
IEMG -4,759 -12.6%
JQUA -4,038 -1.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 9,385 (0.2% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type