Signature Estate & Investment Advisors LLC has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.98 Billion distributed in 809 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 $450M, First Tr ETF Viii Tcw Opportun with a value of $324M, Ssga Active ETF Tr Spdr Doblel with a value of $291M, Vanguard Growth ETF with a value of $269M, and Schwab Fundamental U S Large C with a value of $180M.

Examining the 13F form we can see an increase of $447M in the current position value, from $3.53B to 3.98B.

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

Portfolio value $3.98 Billion
ETFs: $2.78 Billion
Technology: $394 Million
Financial Services: $153 Million
Healthcare: $142 Million
Consumer Cyclical: $130 Million
Communication Services: $129 Million
Consumer Defensive: $72.8 Million
Energy: $59.6 Million
Other: $117 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 809
  • Current Value $3.98 Billion
  • Prior Value $3.53 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 25, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 334 stocks
  • Additional Purchases 124 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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