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Home > Institutional Investor > Signet Private Wealth Llc > Profile

Instuitional Investor - Signet Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Signet Private Wealth Llc
Portfolio Value $125,417,043
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 30,735 $23,017,507 18.35%
2.
Apple Inc.
 AAPL 16,805 $4,862,815 3.88%
3.
Microsoft Corp
 MSFT 10,430 $3,890,725 3.1%
4.
Broadcom Inc.
 AVGO 9,209 $3,478,781 2.77%
5.
Eli Lilly & Co
 LLY 2,727 $3,271,026 2.61%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.