Legacy Advisors LLC boosted its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 4.8% during the 1st quarter, according to its most recent Form 13F filing with the SEC.
In a strategic move underscoring confidence in the tech sector, Signal Advisors Wealth, LLC has significantly expanded its holdings in Nvidia (NASDAQ: NVDA). As revealed in a July 9, 2025, SEC filing, the investment firm added 45,898 shares of the AI and semiconductor giant during Q2 2025. The acquisition, valued at $5.76 million, increases the firm’s total Nvidia stake to 124,100 shares.
At the July 10 closing price, these holdings are worth $20.36 million and now represent 1.56% of the firm's total reportable Assets Under Management (AUM), which stands at $1.28 billion.
Nvidia Investment Now a Key Holding
This latest purchase reflects a growing belief in Nvidia’s long-term growth potential, especially in AI and high-performance computing. Signal Advisors’ increased stake demonstrates both conviction and anticipation of further stock price momentum.
To provide context, Nvidia now ranks among Signal Advisors’ top positions. The fund reported 523 U.S. equity positions as of June 30, 2025. Its top five holdings include:
- SPDR Portfolio S&P 500 ETF (SPLG): $46.4 million
- SPDR S&P 500 ETF Trust (SPY): $40.7 million
- Aptus Collared Investment Opportunity ETF (ACIO): $31.3 million
- Global X Nasdaq-100 Covered Call ETF (QYLD): $29.4 million
- Vanguard Tax Managed Fund FTSE Developed Markets ETF (VEA): $27.2 million
Nvidia’s presence among these top-tier ETF holdings underscores the stock’s growing importance in institutional portfolios.
Nvidia Stock: Strong Performance and Market Leadership
As of July 10, 2025, Nvidia shares closed at $164.10, marking a 24.9% rise over the past year. This performance beats the S&P 500 by 12.3 percentage points.
Nvidia’s growth trajectory is impressive:
- Forward P/E: 38.2
- Five-Year Revenue CAGR: 64.24%
- One-Year Stock Price Growth: 27.6%
- Dividend Yield: 0.02%
- 52-week high: Achieved on July 11
These metrics highlight Nvidia's dominant position in the semiconductor and AI computing industries.
Inside Nvidia’s Business Model
Nvidia is not just a chipmaker; it’s a global powerhouse in accelerated computing. The company provides:
- GPUs for gaming and creative professionals
- Data center platforms for AI and enterprise workloads
- Automotive AI solutions for autonomous driving
- Cloud-based visualization software for developers and businesses
Its client base spans OEMs, cloud providers, automakers, and enterprise users worldwide. Nvidia’s diversified revenue streams and constant innovation keep it at the forefront of the digital transformation wave.
Financial Snapshot: Momentum Backed by Strong Numbers
According to its latest financials:
- Trailing Twelve-Month (TTM) Revenue: $148.5 billion
- Net Income (TTM): $76.77 billion
- FY2025 Revenue: $130.5 billion (up 114% YoY)
- EPS Growth FY2025: 147%
In just seven quarters, Nvidia’s quarterly revenue has tripled, with the last quarter alone hitting $44 billion. This pace of growth places it among the fastest-growing large-cap companies globally.
Blackwell Chips Drive Next Wave of Growth
A major catalyst behind Nvidia’s revenue explosion is its latest chip architecture—Blackwell. These high-performance GPUs generated $11 billion in revenue during their first commercial quarter, making them the company’s fastest-growing product line ever.
Nvidia plans to launch Blackwell Ultra in the second half of 2025, expected to further solidify its AI leadership. With global data center spending forecasted to exceed $1 trillion annually in the next five years, Nvidia appears well-positioned to ride this wave.
Why Signal Advisors Is Betting Big
Signal Advisors’ increased stake in Nvidia is more than a portfolio adjustment—it’s a bold statement of confidence in the future of AI and accelerated computing.
As Nvidia continues to break records and lead innovation, institutional investors are scrambling to gain exposure. With the company's unmatched dominance in AI hardware, deep ecosystem partnerships, and continued product innovation, Nvidia is not just a stock—it’s a long-term growth story.
In short, Signal Advisors may have just doubled down on one of the most transformative tech plays of the decade.
