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Signet Private Wealth LLC

Portfolio Manager
Signet Private Wealth LLC
Performance
-7.34% (2026 Q1)
AUM (13F)
$104.74M
# of Holdings
117
Performance Rank
Allocation (Top 20)
54.13%

Signet Private Wealth LLC Holdings Map

Top 50 Signet Private Wealth LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
17.75%28.5K$18.6M
+0.37%(+104)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 28.4K shares2026-Q1: 28.5K shares
$677.09(+10.14%)
2026-03-31
AAPL
APPLE INC
4.11%16.9K$4.3M
+2.31%(+383)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 16.6K shares2026-Q1: 16.9K shares
$263.24(+13.54%)
2026-03-31
MSFT
MICROSOFT CORP
3.38%9.6K$3.5M
+2.86%(+266)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 9.3K shares2026-Q1: 9.6K shares
$498.73(-18.75%)
2026-03-31
AVGO
BROADCOM INC
2.61%8.8K$2.7M
-1.86%(-167)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 9.0K shares2026-Q1: 8.8K shares
$344.94(+20.83%)
2026-03-31
EFA
ISHARES TR
2.49%26.9K$2.6M
+9.02%(+2.22K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 24.6K shares2026-Q1: 26.9K shares
$94.86(+9.46%)
2026-03-31
BIL
SPDR SERIES TRUST
2.47%28.2K$2.6M
+3.12%(+854)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 27.3K shares2026-Q1: 28.2K shares
$91.56(-0.08%)
2026-03-31
CATH
GLOBAL X FDS
2.35%31.5K$2.5M
+16.44%(+4.44K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 27.0K shares2026-Q1: 31.5K shares
$81.44(+9.07%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.32%13.9K$2.4M
-4.92%(-720)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 14.6K shares2026-Q1: 13.9K shares
$186.54(+21.06%)
2026-03-31
LLY
ELI LILLY & CO
2.19%2.5K$2.3M
+10.99%(+247)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 2.2K shares2026-Q1: 2.5K shares
$926.60(+9.62%)
2026-03-31
TLT
ISHARES TR
1.82%22.0K$1.9M
+3.45%(+735)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 21.3K shares2026-Q1: 22.0K shares
$88.22(-3.88%)
2026-03-31

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