Signature Estate & Investment Advisors LLC Portfolio Holdings

Signature Estate & Investment Advisors LLC

  • $4.21 Billion
  • Q2 2025

Signature Estate & Investment Advisors LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.21 Billion distributed in 918 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 $542M, Vanguard Growth ETF with a value of $448M, Ishares Expanded Tech Sector E with a value of $217M, Ssga Active ETF Tr Spdr Doblel with a value of $212M, and Schwab Fundamental U S Large C with a value of $192M.

Examining the 13F form we can see an increase of $481M in the current position value, from $3.73B to 4.21B.

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

Portfolio value $4.21 Billion
ETFs: $2.83 Billion
Technology: $569 Million
Financial Services: $188 Million
Communication Services: $186 Million
Consumer Cyclical: $141 Million
Healthcare: $116 Million
Consumer Defensive: $54 Million
Industrials: $47.1 Million
Other: $79 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$542 Million 12.86% of portfolio
4,463,502
Q2 2025 Added 3.11%
$0
$448 Million 10.64% of portfolio
1,022,867
Q2 2025 Added 15.33%
$0
$217 Million 5.14% of portfolio
1,929,928
Q2 2025 Added 1.68%
$0
$212 Million 5.04% of portfolio
5,293,089
Q2 2025 Reduced 22.08%
$0
$192 Million 4.55% of portfolio
7,821,721
Q2 2025 Added 5.45%
$0
$114 Million 2.7% of portfolio
2,795,286
Q2 2025 Added 7.71%
$3.95T
$111 Million 2.64% of portfolio
223,332
Q2 2025 Reduced 9.45%
$2.26T
$106 Million 2.51% of portfolio
481,392
Q2 2025 Added 4.94%
$3.69T
$95.3 Million 2.26% of portfolio
464,527
Q2 2025 Added 2.9%
$0
$87.9 Million 2.09% of portfolio
1,679,160
Q2 2025 Added 2.29%
$1.21T
$86.8 Million 2.06% of portfolio
492,808
Q2 2025 Added 18.2%
$1.78T
$82.9 Million 1.97% of portfolio
112,351
Q2 2025 Added 7.14%
$182B
$82.1 Million 1.95% of portfolio
879,867
Q2 2025 Reduced 1.32%
$0
$80.6 Million 1.91% of portfolio
1,268,979
Q2 2025 Added 13,111.65%
$548B
$79.9 Million 1.9% of portfolio
142,125
Q2 2025 Added 0.58%
$232B
$74.8 Million 1.77% of portfolio
274,295
Q2 2025 Added 6.35%
$157B
$65.2 Million 1.55% of portfolio
168,502
Q2 2025 Added 3.79%
$61.1B
$56.9 Million 1.35% of portfolio
708,088
Q2 2025 Added 3.63%
$0
$54.1 Million 1.28% of portfolio
306,056
Q2 2025 Added 0.93%
$0
$46.8 Million 1.11% of portfolio
347,495
Q2 2025 Reduced 4.79%
$608B
$43.2 Million 1.03% of portfolio
55,433
Q2 2025 Added 199.48%
$94.7B
$42.8 Million 1.02% of portfolio
58,471
Q2 2025 Added 6.82%
$0
$39.1 Million 0.93% of portfolio
360,239
Q2 2025 New
$141B
$36.7 Million 0.87% of portfolio
528,308
Q2 2025 Added 1.77%
$0
$36 Million 0.85% of portfolio
473,436
Q2 2025 Reduced 10.53%
$0
$34.6 Million 0.82% of portfolio
423,195
Q2 2025 Added 8.61%
$281B
$32.7 Million 0.78% of portfolio
334,888
Q2 2025 Reduced 1.67%
$0
$31.8 Million 0.76% of portfolio
585,233
Q2 2025 Added 20.58%
$0
$29.4 Million 0.7% of portfolio
688,270
Q2 2025 Added 12.19%
$0
$28 Million 0.66% of portfolio
690,437
Q2 2025 Reduced 32.46%
$0
$20.2 Million 0.48% of portfolio
251,790
Q2 2025 Reduced 8.53%
$0
$18.5 Million 0.44% of portfolio
30,012
Q2 2025 Added 1.15%
$0
$18.3 Million 0.44% of portfolio
405,021
Q2 2025 Added 6.51%
$0
$18.6 Million 0.44% of portfolio
568,497
Q2 2025 Reduced 0.09%
$127B
$17.7 Million 0.42% of portfolio
132,949
Q2 2025 Added 1.13%
$0
$16.7 Million 0.4% of portfolio
26,833
Q2 2025 Reduced 0.66%
$0
$15.9 Million 0.38% of portfolio
28,903
Q2 2025 Added 1.89%
$0
$15.1 Million 0.36% of portfolio
264,612
Q2 2025 Added 13.09%
$456B
$15.1 Million 0.36% of portfolio
95,345
Q2 2025 Added 2.92%
$162B
$13.6 Million 0.32% of portfolio
74,260
Q2 2025 Added 1.91%
$1.19B
$13 Million 0.31% of portfolio
231,957
Q2 2025 New
$0
$13.2 Million 0.31% of portfolio
498,212
Q2 2025 Reduced 0.94%
$0
$12.4 Million 0.3% of portfolio
251,653
Q2 2025 Added 1.65%
$0
$11.6 Million 0.27% of portfolio
63,424
Q2 2025 Reduced 0.86%
$32.7B
$10.9 Million 0.26% of portfolio
125,727
Q2 2025 Added 3.14%
$0
$10.9 Million 0.26% of portfolio
35,866
Q2 2025 Reduced 1.1%
$10.5B
$10.4 Million 0.25% of portfolio
113,949
Q2 2025 Reduced 0.03%
$57.4B
$10.3 Million 0.24% of portfolio
42,182
Q2 2025 New
$0
$9.97 Million 0.24% of portfolio
73,841
Q2 2025 Reduced 0.41%

Summary

  • Portfolio
  • No. of Stocks 918
  • Current Value $4.21 Billion
  • Prior Value $3.73 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 52 stocks
  • Additional Purchases 286 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 202 stocks
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