Top 50 Signature Equity Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.7% | 27.2K | $6.9M | +20.58%(+4.64K) | $263.17(+17.27%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 3.45% | 14.9K | $6.4M | -27.47%(-5.66K) | $375.89(+0.60%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.97% | 31.8K | $5.5M | +28.40%(+7.03K) | $185.19(+5.20%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.75% | 7.9K | $5.1M | +2.36%(+182) | $673.87(+10.52%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.44% | 7.9K | $4.6M | +4.50%(+340) | $606.84(+17.43%) | 2026-03-31 | |
| FTRB | FEDERATED HERMES ETF TRUST | 2.38% | 176.1K | $4.4M | +23.07%(+33.02K) | $25.37(-1.21%) | 2026-03-31 | |
| BA | BOEING CO | 1.93% | 18.0K | $3.6M | -3.09%(-574) | $216.47(+4.63%) | 2026-03-31 | |
| UWMC | UWM HOLDINGS CORPORATION | 1.8% | 925.9K | $3.4M | +20.46%(+157.26K) | $5.03(-56.82%) | 2026-03-31 | |
| IWM | ISHARES TR | 1.62% | 12.2K | $3.0M | +1.13%(+136) | $244.09(+21.91%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.29% | 6.5K | $2.4M | +10.40%(+613) | $493.83(-20.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -17.00% | -42.81% |
| Top 20 Holdings Unweighted | -19.32% | -47.49% |
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