Signature Estate & Investment Advisors LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $3.53 Billion distributed in 314 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $516M, First Tr ETF Viii Tcw Opportun with a value of $295M, Ssga Active ETF Tr Spdr Doblel with a value of $283M, Vanguard Growth ETF with a value of $246M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $213M.

Examining the 13F form we can see an increase of $134M in the current position value, from $3.4B to 3.53B.

Below you can find more details about Signature Estate & Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.53 Billion
ETFs: $2.51 Billion
Technology: $305 Million
Financial Services: $135 Million
Healthcare: $134 Million
Consumer Cyclical: $117 Million
Communication Services: $109 Million
Consumer Defensive: $63.8 Million
Industrials: $59.4 Million
Other: $105 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 314
  • Current Value $3.53 Billion
  • Prior Value $3.4 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 21 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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