SIGNATUREFD, LLC

Q1 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
3/31/2025
Date filed
5/2/2025
Form type
13F-HR
Num holdings
3,324
Total value ($000)
$5,283,445
Net value change ($000)
+4,326 (0.1%)
New positions
206
Sold out positions
187
Turnover %
7.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2025 Next filing: 7/16/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VCRB 272,949 NEW
JAAA 119,032 NEW
IEFA 26,138 11.9%
VXUS 15,235 8.4%
IUSV 14,723 3.7%
VWO 12,914 7.6%
HELO 7,533 53.8%
VIG 7,504 2.0%
BRK-B 6,239 19.8%
HOOD 4,529 1995.2%
Top Reduces (Value $000, Stocks/ETFs)
IWF -160,308 -19.3%
VB -157,254 -80.6%
BND -45,135 -70.5%
NVDA -28,690 -26.3%
AAPL -15,616 -11.3%
MUB -15,002 -10.5%
TSLA -14,878 -36.5%
VV -11,380 -10.0%
VUG -11,041 -16.8%
GOOGL -7,774 -18.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 6,211 (0.1% 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