Signature Estate & Investment Advisors LLC Purchases in Q4 2024

Signature Estate & Investment Advisors LLC

  • $3.94 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLY
Select Sector Spdr Consumer Di

ETFs
206K
New
$194.8 - $239.43 $40.1M - $49.3M
206K $46.2M
AVGO
Broadcom Inc.

Technology
9.08K
+ 2.43%
$159.67 - $250.0 $1.45M - $2.27M
383K $88.7M
EFG
Msci Eafe Growth ETF

ETFs
208K
New
$96.83 - $106.88 $20.1M - $22.2M
208K $20.1M
FNDX
Schwab Fundamental U S Large C

ETFs
7.19M
+ 225.01%
$23.49 - $71.77 $169M - $516M
10.4M $246M
AMZN
Amazon Com Inc

Consumer Cyclical
6.67K
+ 1.93%
$180.88 - $232.93 $1.21M - $1.55M
353K $77.4M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
20.5K
+ 0.48%
$111.85 - $120.71 $2.29M - $2.47M
4.25M $490M
IGM
Ishares Expanded Tech Sector E

ETFs
339
+ 0.02%
$94.19 - $106.95 $31.9K - $36.3K
1.86M $189M
GOOGL
Alphabet Inc.

Communication Services
3.44K
+ 1.02%
$161.86 - $196.66 $556K - $676K
342K $64.7M
MCK
Mckesson Corp

Healthcare
683
+ 0.67%
$482.27 - $628.5 $329K - $429K
103K $58.8M
AAPL
Apple Inc.

Technology
3.65K
+ 0.92%
$221.69 - $259.02 $809K - $945K
400K $100M
MA
Mastercard Inc

Financial Services
3.6K
+ 2.76%
$491.3 - $536.15 $1.77M - $1.93M
134K $70.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.1K
+ 1.87%
$275.15 - $388.2 $303K - $427K
59.8K $20.5M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.48K
+ 2.73%
$1146.59 - $1270.6 $1.69M - $1.87M
55.6K $65.9M
SOTK
Sono Tek Corp

Technology
773K
New
$4.01 - $4.89 $3.1M - $3.78M
773K $3.1M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
47.1K
+ 30.02%
$50.02 - $51.24 $2.36M - $2.42M
204K $10.2M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
42.1K
+ 73.89%
$50.53 - $55.55 $2.13M - $2.34M
99.2K $5.05M
TSLA
Tesla, Inc.

Consumer Cyclical
91
+ 0.64%
$213.65 - $479.86 $19.4K - $43.7K
14.3K $5.78M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
15.9K
+ 113.76%
$121.89 - $135.52 $1.94M - $2.15M
29.9K $3.73M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
23.2K
+ 97.0%
$78.43 - $87.17 $1.82M - $2.02M
47.1K $3.78M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
45.8K
+ 279.79%
$41.17 - $43.34 $1.89M - $1.99M
62.2K $2.57M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
35.5K
New
$50.62 - $50.97 $1.8M - $1.81M
35.5K $1.8M
NVDA
Nvidia Corp

Technology
4.02K
+ 4.69%
$117.0 - $148.88 $471K - $599K
89.9K $12.1M
WYNN
Wynn Resorts LTD

Consumer Cyclical
17.5K
New
$84.3 - $106.41 $1.48M - $1.87M
17.5K $1.51M
DFIC
Dimensional ETF Tr Dimensional

ETFs
59.5K
+ 384.15%
$25.61 - $28.0 $1.52M - $1.67M
75K $1.94M
VXF
Vanguard Extended Market ETF

ETFs
5.83K
+ 24.2%
$179.17 - $207.15 $1.04M - $1.21M
29.9K $5.68M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
47.6K
New
$26.16 - $28.82 $1.24M - $1.37M
47.6K $1.25M
DFSD
Dimensional ETF Tr Short Durat

ETFs
26.6K
+ 380.2%
$46.75 - $47.8 $1.24M - $1.27M
33.6K $1.58M
CGGO
Capital Group Global Growth Eq

ETFs
44.2K
+ 27.95%
$29.21 - $30.67 $1.29M - $1.36M
202K $5.91M
DUHP
Dimensional ETF Tr Dimensional

ETFs
33.6K
New
$33.62 - $35.69 $1.13M - $1.2M
33.6K $1.13M
MET
Metlife Inc

Financial Services
19.3K
+ 2.49%
$78.15 - $88.25 $1.5M - $1.7M
793K $64.9M
VTV
Vanguard Value ETF

ETFs
17.9K
+ 4.92%
$168.32 - $181.87 $3.01M - $3.25M
381K $64.6M
XLE
Energy Sector Spdr

ETFs
23.3K
+ 5.51%
$83.32 - $97.27 $1.94M - $2.27M
446K $38.2M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
32K
New
$31.29 - $32.43 $1M - $1.04M
32K $1.02M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
22.6K
New
$45.07 - $47.1 $1.02M - $1.06M
22.6K $1.02M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
11.3K
+ 21.0%
$84.34 - $95.14 $950K - $1.07M
64.9K $5.66M
DFAT
Dimensional ETF Tr U S Target

ETFs
17.6K
New
$54.54 - $61.04 $959K - $1.07M
17.6K $978K
USFR
Wisdomtree Floating Rate Treas

ETFs
18.8K
+ 136.36%
$50.23 - $50.46 $945K - $949K
32.6K $1.64M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
27.1K
+ 33.32%
$36.54 - $37.53 $991K - $1.02M
109K $3.99M
EMB
Ishares Tr

ETFs
8.39K
New
$88.94 - $93.46 $747K - $785K
8.39K $747K
JPM
Jpmorgan Chase & CO

Financial Services
454
+ 2.09%
$205.18 - $250.29 $93.2K - $114K
22.2K $5.33M
DFAS
Dimensional ETF Tr U S Small C

ETFs
11.2K
New
$63.58 - $71.15 $709K - $794K
11.2K $726K
VTI
Vanguard Total Stock Market Et

ETFs
1.42K
+ 3.85%
$280.04 - $302.45 $398K - $430K
38.3K $11.1M
MUB
Ishares National Muni Bond ETF

ETFs
6.18K
+ 68.07%
$105.78 - $108.7 $653K - $671K
15.2K $1.62M
DAL
Delta Air Lines, Inc.

Industrials
2.43K
+ 4.87%
$47.46 - $65.77 $115K - $160K
52.4K $3.17M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.89K
+ 2.58%
$94.43 - $105.47 $178K - $199K
75.1K $7.62M
EFV
Msci Eafe Value ETF

ETFs
10.3K
New
$51.78 - $57.15 $534K - $589K
10.3K $540K
BSTP
Innovator Etfs Tr Buffer Step

ETFs
16.2K
New
$32.41 - $33.9 $524K - $549K
16.2K $537K
JBL
Jabil Inc

Technology
587
+ 3.47%
$118.97 - $147.77 $69.8K - $86.7K
17.5K $2.52M
BA
Boeing CO

Industrials
2.37K
+ 86.71%
$138.14 - $180.72 $327K - $428K
5.1K $902K
Activity Summary
Buys All Purchases 344 New Holdings 51 Increased Positions 293 Sells All Sells 165 Reductions 165 Sold out 0 Options Calls 0 Puts 0
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