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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 2019-10-16)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
ISHARES TR    (MSCI MIN VOL ETF) USMV 234,190,000 3,653,508 19.23%
VANGUARD GROUP    (DIV APP ETF) VIG 94,221,000 787,936 7.74%
ISHARES TR    (RUS 1000 GRW ETF) IWF 91,460,000 572,950 7.51%
JP MORGAN EXCHANGE TRADED FD    (ULTRA SHRT INC) 69,582,000 1,379,909 5.71%
VANGUARD STAR FD    (VG TL INTL STK F) VXUS 69,154,000 1,338,642 5.68%
VANGUARD INTL EQUITY INDEX F    (TT WRLD ST ETF) 48,370,000 646,485 3.97%
UBS AG JERSEY BRH    (ALERIAN INFRST) MLPI 47,235,000 2,265,471 3.88%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 37,911,000 941,646 3.11%
COCA COLA CO    (COM) KO 33,598,000 617,152 2.76%
ISHARES TR    (S&P 100 ETF) OEF 16,246,000 123,550 1.33%
APPLE INC    (COM) AAPL 16,194,000 72,303 1.33%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 15,124,000 72,704 1.24%
UNITED PARCEL SERVICE INC    (CL B) UPS 11,994,000 100,101 0.98%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 11,563,000 43,160 0.94%
ROLLINS INC    (COM) ROL 9,950,000 292,042 0.81%
AMAZON COM INC    (COM) AMZN 8,773,000 5,054 0.72%
MICROSOFT CORP    (COM) MSFT 8,656,000 62,263 0.71%
HOME DEPOT INC    (COM) HD 7,950,000 34,263 0.65%
LOWES COS INC    (COM) LOW 7,779,000 70,742 0.63%
INVESCO EXCHNG TRADED FD TR    (S&P500 LOW VOL) 7,671,000 132,480 0.63%
JOHNSON & JOHNSON    (COM) JNJ 6,151,000 47,539 0.50%
AT&T INC    (COM) T 5,855,000 154,740 0.48%
ISHARES TR    (MSCI ACWI EX US) ACWX 5,452,000 118,392 0.44%
LKQ CORP    (COM) LKQX 5,242,000 166,672 0.43%
ALPHABET INC    (CAP STK CL A) GOOGL 5,228,000 4,281 0.42%
SOUTHERN CO    (COM) SO 4,524,000 73,238 0.37%
ISHARES TR    (CORE S&P500 ETF) IVV 4,190,000 14,035 0.34%
CISCO SYS INC    (COM) CSCO 4,028,000 81,526 0.33%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 3,795,000 25,135 0.31%
FACEBOOK INC    (CL A) FB 3,786,000 21,260 0.31%
AXIS CAPITAL HOLDINGS LTD    (SHS) AXS 3,745,000 56,131 0.30%
PROCTER & GAMBLE CO    (COM) PG 3,705,000 29,789 0.30%
JPMORGAN CHASE & CO    (COM) JPM 3,627,000 30,818 0.29%
EXXON MOBIL CORP    (COM) XOM 3,408,000 48,261 0.27%
SPDR INDEX SHS FDS    (DJ INTL RL ETF) RWX 3,022,000 76,480 0.24%
VISA INC    (COM CL A) V 3,012,000 17,511 0.24%
BWX TECHNOLOGIES INC    (COM) BWXT 2,812,000 49,153 0.23%
VERIZON COMMUNICATIONS INC    (COM) VZ 2,538,000 42,042 0.20%
NEW YORK CMNTY BANCORP INC    (COM) NYB 2,455,000 195,632 0.20%
WALMART INC    (COM) WMT 2,397,000 20,195 0.19%
PEPSICO INC    (COM) PEP 2,291,000 16,712 0.18%
INTEL CORP    (COM) INTC 2,247,000 43,605 0.18%
MCDONALDS CORP    (COM) MCD 2,130,000 9,919 0.17%
BANK AMER CORP    (COM) BAC 2,116,000 72,528 0.17%
ALPHABET INC    (CAP STK CL C) GOOG 2,089,000 1,714 0.17%
DISNEY WALT CO    (COM DISNEY) DIS 2,081,000 15,970 0.17%
HAVERTY FURNITURE INC    (COM) HVT 2,079,000 102,561 0.17%
MERCK & CO INC    (COM) MRK 2,032,000 24,134 0.16%
CHEVRON CORP NEW    (COM) CVX 1,927,000 16,247 0.15%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 1,871,000 6 0.15%
PFIZER INC    (COM) PFE 1,831,000 50,965 0.15%
ISHARES TR    (MSCI EAFE ETF) EFA 1,774,000 27,205 0.14%
GOLUB CAP BDC INC    (COM) GBDC 1,760,000 93,416 0.14%
COMCAST CORP NEW    (CL A) CMCSA 1,694,000 37,585 0.13%
BOEING CO    (COM) BA 1,692,000 4,447 0.13%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 1,691,000 41,163 0.13%
DELTA AIR LINES INC DEL    (COM NEW) DAL 1,633,000 28,349 0.13%
NEXTERA ENERGY INC    (COM) NEE 1,623,000 6,967 0.13%
TEXAS INSTRS INC    (COM) TXN 1,579,000 12,217 0.12%
MASTERCARD INC    (CL A) MA 1,576,000 5,804 0.12%
WELLS FARGO CO NEW    (COM) WFC 1,567,000 31,058 0.12%
NORTHROP GRUMMAN CORP    (COM) NOC 1,542,000 4,113 0.12%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 1,509,000 9,026 0.12%
ISHARES TR    (RUSSELL 2000 ETF) IWM 1,503,000 9,930 0.12%
ABBOTT LABS    (COM) ABT 1,460,000 17,446 0.11%
TAIWAN SEMICONDUCTOR MFG LTD    (SPONSORED ADS) TSM 1,456,000 31,320 0.11%
HAVERTY FURNITURE INC    (CL A) HVT/A 1,450,000 75,252 0.11%
UNITEDHEALTH GROUP INC    (COM) UNH 1,384,000 6,370 0.11%
ISHARES INC    (CORE MSCI EMKT) IEMG 1,367,000 27,896 0.11%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 1,363,000 7,087 0.11%
NOVARTIS A G    (SPONSORED ADR) NVS 1,355,000 15,588 0.11%
SUNTRUST BKS INC    (COM) STI 1,330,000 19,334 0.10%
COSTCO WHSL CORP NEW    (COM) COST 1,323,000 4,593 0.10%
AMGEN INC    (COM) AMGN 1,302,000 6,727 0.10%
PHILIP MORRIS INTL INC    (COM) PM 1,285,000 16,920 0.10%
ALPS ETF TR    (ALERIAN MLP) AMLP 1,276,000 139,556 0.10%
ALTRIA GROUP INC    (COM) MO 1,258,000 30,761 0.10%
INVESCO ACTIVELY MANAGD ETF    (VAR RATE INVT) 1,253,000 50,333 0.10%
ISHARES TR    (FLTG RATE NT ETF) FLOT 1,251,000 24,549 0.10%
HANESBRANDS INC    (COM) HBI 1,235,000 80,638 0.10%
CITIGROUP INC    (COM NEW) C 1,206,000 17,458 0.09%
ISHARES TR    (MSCI ACWI ETF) ACWI 1,188,000 16,114 0.09%
ABBVIE INC    (COM) ABBV 1,178,000 15,553 0.09%
ROYAL DUTCH SHELL PLC    (SPONS ADR A) RDS.A 1,161,000 19,721 0.09%
UNION PACIFIC CORP    (COM) UNP 1,147,000 7,078 0.09%
L3HARRIS TECHNOLOGIES INC    (COM) 1,118,000 5,357 0.09%
ISHARES TR    (RUS 1000 VAL ETF) IWD 1,103,000 8,596 0.09%
ADOBE INC    (COM) ADBE 1,102,000 3,988 0.09%
MEDTRONIC PLC    (SHS) MDT 1,061,000 9,771 0.08%
VANGUARD WHITEHALL FDS INC    (HIGH DIV YLD) VYM 1,059,000 11,936 0.08%
UNITED TECHNOLOGIES CORP    (COM) UTX 1,047,000 7,667 0.08%
STARBUCKS CORP    (COM) SBUX 1,029,000 11,641 0.08%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 1,017,000 3,490 0.08%
DUKE ENERGY CORP NEW    (COM NEW) DUK 991,000 10,339 0.08%
ORACLE CORP    (COM) ORCL 989,000 17,967 0.08%
BRISTOL MYERS SQUIBB CO    (COM) BMY 985,000 19,433 0.08%
DANAHER CORPORATION    (COM) DHR 980,000 6,785 0.08%
MONDELEZ INTL INC    (CL A) MDLZ 978,000 17,676 0.08%
CONSOLIDATED EDISON INC    (COM) ED 974,000 10,310 0.08%
INVESCO QQQ TR    (UNIT SER 1) 974,000 5,158 0.08%
SCHWAB STRATEGIC TR    (US AGGREGATE B) SCHZ 969,000 17,988 0.07%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 957,000 6,584 0.07%
3M CO    (COM) MMM 950,000 5,780 0.07%
ISHARES TR    (RUS MID CAP ETF) IWR 943,000 16,848 0.07%
HONEYWELL INTL INC    (COM) HON 940,000 5,558 0.07%
TOYOTA MOTOR CORP    (SP ADR REP2COM) TM 934,000 6,943 0.07%
AFLAC INC    (COM) AFL 931,000 17,797 0.07%
NOVO-NORDISK A S    (ADR) NVO 921,000 17,821 0.07%
ISHARES TR    (TIPS BD ETF) TIP 920,000 7,913 0.07%
ISHARES TR    (IBOXX HI YD ETF) HYG 909,000 10,424 0.07%
LOCKHEED MARTIN CORP    (COM) LMT 885,000 2,268 0.07%
EQUIFAX INC    (COM) EFX 879,000 6,248 0.07%
STRYKER CORP    (COM) SYK 870,000 4,024 0.07%
G1 THERAPEUTICS INC    (COM) 864,000 37,942 0.07%
BROADCOM INC    (COM) 851,000 3,084 0.06%
ROYAL BK CDA MONTREAL QUE    (COM) RY 847,000 10,431 0.06%
GOLDMAN SACHS ETF TR    (ACCES TREASURY) 819,000 8,160 0.06%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 816,000 4,906 0.06%
CHUBB LIMITED    (COM) CB 811,000 5,025 0.06%
VANGUARD INDEX FDS    (VALUE ETF) VTV 809,000 7,250 0.06%
POPULAR INC    (COM NEW) BPOP 806,000 14,913 0.06%
TE CONNECTIVITY LTD    (REG SHS) TEL 797,000 8,553 0.06%
BP PLC    (SPONSORED ADR) BP 795,000 20,914 0.06%
NIKE INC    (CL B) NKE 781,000 8,319 0.06%
BB&T CORP    (COM) BBT 780,000 14,620 0.06%
FIDELITY NATL INFORMATION SV    (COM) FIS 771,000 5,809 0.06%
ISHARES TR    (CORE MSCI EAFE) IEFA 767,000 12,561 0.06%
NVIDIA CORP    (COM) NVDA 766,000 4,398 0.06%
ANTHEM INC    (COM) ANTM 757,000 3,153 0.06%
SPDR GOLD TRUST    (GOLD SHS) GLD 755,000 5,434 0.06%
BHP GROUP LTD    (SPONSORED ADS) BHP 753,000 15,259 0.06%
LILLY ELI & CO    (COM) LLY 742,000 6,638 0.06%
CELGENE CORP    (COM) CELG 738,000 7,434 0.06%
ISHARES TR    (S&P 500 GRWT ETF) IVW 735,000 4,085 0.06%
GLOBAL PMTS INC    (COM) GPN 726,000 4,564 0.05%
PAYPAL HLDGS INC    (COM) PYPL 706,000 6,820 0.05%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 706,000 22,164 0.05%
ISHARES TR    (RUS 1000 ETF) IWB 703,000 4,273 0.05%
NORFOLK SOUTHERN CORP    (COM) NSC 699,000 3,890 0.05%
FISERV INC    (COM) FISV 693,000 6,687 0.05%
NETFLIX INC    (COM) NFLX 690,000 2,577 0.05%
INFOSYS LTD    (SPONSORED ADR) INFY 689,000 60,613 0.05%
GOLDMAN SACHS GROUP INC    (COM) GS 688,000 3,320 0.05%
SALESFORCE COM INC    (COM) CRM 687,000 4,627 0.05%
MCKESSON CORP    (COM) MCK 685,000 5,014 0.05%
ISHARES TR    (CORE S&P SCP ETF) IJR 679,000 8,729 0.05%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 674,000 4,177 0.05%
UNILEVER N V    (N Y SHS NEW) UN 673,000 11,210 0.05%
BRITISH AMERN TOB PLC    (SPONSORED ADR) BTI 672,000 18,199 0.05%
QUALCOMM INC    (COM) QCOM 672,000 8,808 0.05%
GENERAL DYNAMICS CORP    (COM) GD 669,000 3,660 0.05%
GENERAL ELECTRIC CO    (COM) GE 667,000 74,592 0.05%
BAXTER INTL INC    (COM) BAX 667,000 7,626 0.05%
ASTRAZENECA PLC    (SPONSORED ADR) AZN 659,000 14,778 0.05%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 654,000 7,779 0.05%
TRAVELERS COMPANIES INC    (COM) TRV 653,000 4,389 0.05%
SANOFI    (SPONSORED ADR) SNY 649,000 14,001 0.05%
CVS HEALTH CORP    (COM) CVS 646,000 10,243 0.05%
TARGET CORP    (COM) TGT 634,000 5,928 0.05%
MONSTER BEVERAGE CORP NEW    (COM) MNST 634,000 10,916 0.05%
COLGATE PALMOLIVE CO    (COM) CL 632,000 8,591 0.05%
CLOROX CO DEL    (COM) CLX 631,000 4,152 0.05%
TOTAL S A    (SPONSORED ADS) TOT 617,000 11,858 0.05%
ISHARES TR    (RUSSELL 3000 ETF) IWV 613,000 3,528 0.05%
RIO TINTO PLC    (SPONSORED ADR) RTP 608,000 11,669 0.04%
CATERPILLAR INC DEL    (COM) CAT 608,000 4,813 0.04%
STERIS PLC    (SHS USD) 608,000 4,206 0.04%
DIAGEO P L C    (SPON ADR NEW) DEO 603,000 3,686 0.04%
PROSHARES TR    (S&P 500 DV ARIST) NOBL 588,000 8,208 0.04%
LULULEMON ATHLETICA INC    (COM) LULU 588,000 3,054 0.04%
GENERAL MTRS CO    (COM) GM 581,000 15,508 0.04%
BIOGEN INC    (COM) BIIB 575,000 2,469 0.04%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 574,000 11,499 0.04%
BANK N S HALIFAX    (COM) BNS 564,000 9,915 0.04%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 563,000 19,696 0.04%
ISHARES TR    (SHORT TREAS BD) SHV 559,000 5,054 0.04%
FORTIS INC    (COM) FRTSF 554,000 13,090 0.04%
CHARTER COMMUNICATIONS INC N    (CL A) CHTR 551,000 1,337 0.04%
DEERE & CO    (COM) DE 549,000 3,253 0.04%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 549,000 7,728 0.04%
ENBRIDGE INC    (COM) ENB 546,000 15,566 0.04%
RAYTHEON CO    (COM NEW) RTN 544,000 2,773 0.04%
EMERSON ELEC CO    (COM) EMR 540,000 8,073 0.04%
TJX COS INC NEW    (COM) TJX 540,000 9,680 0.04%
VANGUARD INTL EQUITY INDEX F    (GLB EX US ETF) VNQI 540,000 9,216 0.04%
CENTERSTATE BK CORP    (COM) CSFL 530,000 22,109 0.04%
ANHEUSER BUSCH INBEV SA/NV    (SPONSORED ADR) BUD 530,000 5,570 0.04%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 527,000 6,550 0.04%
SONY CORP    (SPONSORED ADR) SNE 526,000 8,894 0.04%
ILLINOIS TOOL WKS INC    (COM) ITW 525,000 3,357 0.04%
EXELON CORP    (COM) EXC 524,000 10,841 0.04%
SAP SE    (SPON ADR) SAP 523,000 4,435 0.04%
CADENCE DESIGN SYSTEM INC    (COM) CDNS 522,000 7,901 0.04%
MEDICAL PPTYS TRUST INC    (COM) MPW 517,000 26,442 0.04%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 515,000 5,058 0.04%
HSBC HLDGS PLC    (SPON ADR NEW) HBC 513,000 13,409 0.04%
AMERICAN EXPRESS CO    (COM) AXP 511,000 4,317 0.04%
BLACKROCK INC    (COM) BLK 511,000 1,147 0.04%
ANALOG DEVICES INC    (COM) ADI 510,000 4,568 0.04%
LINDE PLC    (SHS) 507,000 2,616 0.04%
1 2 3 4 5 6 7 8 9 10 11 Next >Full Portfolio View
Total Value As 2019-09-30: 1,217,209,000 SEC FILING
* Portfolios do not reflect changes after reporting
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