Signature Estate & Investment Advisors LLC Purchases in Q2 2025

Signature Estate & Investment Advisors LLC

  • $4.21 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
136K
+ 15.33%
$329.49 - $438.4 $44.8M - $59.6M
1.02M $448M
EFV
Msci Eafe Value ETF

ETFs
1.26M
+ 13111.65%
$52.4 - $64.65 $66M - $81.4M
1.27M $80.6M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
135K
+ 3.11%
$97.68 - $121.38 $13.1M - $16.3M
4.46M $542M
IGM
Ishares Expanded Tech Sector E

ETFs
31.9K
+ 1.68%
$79.8 - $112.34 $2.55M - $3.59M
1.93M $217M
XLC
Select Sector Spdr Tr Communic

ETFs
360K
New
$86.13 - $108.53 $31M - $39.1M
360K $39.1M
AVGO
Broadcom Inc.

Technology
9.18K
+ 3.75%
$146.29 - $275.65 $1.34M - $2.53M
254K $70M
LLY
Eli Lilly & CO

Healthcare
36.9K
+ 199.48%
$713.71 - $898.95 $26.4M - $33.2M
55.4K $43.2M
CGGR
Capital Group Growth ETF Shs C

ETFs
200K
+ 7.71%
$30.53 - $40.65 $6.11M - $8.13M
2.8M $114M
META
Meta Platforms, Inc.

Communication Services
7.49K
+ 7.14%
$484.66 - $738.09 $3.63M - $5.53M
112K $82.9M
GOOGL
Alphabet Inc.

Communication Services
75.9K
+ 18.2%
$144.7 - $178.6 $11M - $13.6M
493K $86.8M
FNDX
Schwab Fundamental U S Large C

ETFs
404K
+ 5.45%
$20.84 - $24.54 $8.43M - $9.93M
7.82M $192M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
232K
New
$45.98 - $56.15 $10.7M - $13M
232K $13M
LNG
Cheniere Energy, Inc.

Energy
42.2K
New
$197.25 - $244.33 $8.32M - $10.3M
42.2K $10.3M
IYH
Ishares Tr

ETFs
134K
+ 1032.21%
$53.97 - $60.17 $7.25M - $8.08M
147K $8.32M
HAS
Hasbro, Inc.

Consumer Cyclical
99.2K
New
$50.71 - $73.82 $5.03M - $7.32M
99.2K $7.32M
BSX
Boston Scientific Corp

Healthcare
65.8K
New
$89.7 - $107.41 $5.9M - $7.06M
65.8K $7.06M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
99.9K
+ 20.58%
$45.88 - $54.4 $4.58M - $5.43M
585K $31.8M
XLF
Financial Sector Spdr

ETFs
37.5K
+ 2.29%
$43.92 - $52.37 $1.65M - $1.97M
1.68M $87.9M
MCK
Mckesson Corp

Healthcare
3.74K
+ 6.82%
$652.83 - $732.78 $2.44M - $2.74M
58.5K $42.8M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
23.2K
+ 184.61%
$171.4 - $227.1 $3.98M - $5.27M
35.8K $8.12M
CRM
Salesforce, Inc.

Technology
16.4K
+ 6.35%
$236.26 - $291.15 $3.87M - $4.77M
274K $74.8M
KO
Coca Cola CO

Consumer Defensive
75K
+ 604.71%
$68.37 - $73.9 $5.13M - $5.54M
87.4K $6.18M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
74.8K
+ 12.19%
$34.72 - $42.74 $2.6M - $3.2M
688K $29.4M
NVDA
Nvidia Corp

Technology
2.7K
+ 2.92%
$94.31 - $157.99 $255K - $427K
95.3K $15.1M
XLU
Utilities Sector Spdr

ETFs
33.6K
+ 8.61%
$73.09 - $82.77 $2.45M - $2.78M
423K $34.6M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
83.8K
+ 785.35%
$38.18 - $45.52 $3.2M - $3.81M
94.4K $4.13M
VEA
Vanguard Ftse Developed Market

ETFs
30.6K
+ 13.09%
$45.65 - $57.01 $1.4M - $1.75M
265K $15.1M
AMAT
Applied Materials Inc

Technology
1.39K
+ 1.91%
$126.95 - $183.52 $177K - $255K
74.3K $13.6M
ADBE
Adobe Inc.

Technology
6.15K
+ 3.79%
$340.0 - $420.68 $2.09M - $2.59M
169K $65.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
535
+ 1.89%
$416.06 - $551.64 $223K - $295K
28.9K $15.9M
KKR
Kkr & Co. Inc.

Financial Services
1.48K
+ 1.13%
$92.79 - $134.29 $138K - $199K
133K $17.7M
MA
Mastercard Inc

Financial Services
826
+ 0.58%
$479.92 - $590.74 $396K - $488K
142K $79.9M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
24.8K
+ 6.51%
$37.51 - $45.52 $928K - $1.13M
405K $18.3M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
36.8K
New
$55.57 - $62.73 $2.04M - $2.31M
36.8K $2.27M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
16.5K
+ 169.06%
$101.93 - $128.63 $1.68M - $2.12M
26.2K $3.37M
MET
Metlife Inc

Financial Services
24.8K
+ 3.63%
$68.42 - $82.49 $1.69M - $2.04M
708K $56.9M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
45.3K
New
$36.01 - $45.69 $1.63M - $2.07M
45.3K $2.07M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
97.6K
New
$19.78 - $21.29 $1.93M - $2.08M
97.6K $2.02M
SPY
Spdr S&P 500 ETF Trust

ETFs
342
+ 1.15%
$496.48 - $617.85 $170K - $211K
30K $18.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.03K
+ 6.74%
$82.96 - $110.1 $417K - $553K
79.6K $8.76M
VTV
Vanguard Value ETF

ETFs
2.81K
+ 0.93%
$153.67 - $176.74 $432K - $496K
306K $54.1M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
42.9K
New
$31.29 - $38.89 $1.34M - $1.67M
42.9K $1.67M
VGT
Vanguard Information Technolog

ETFs
601
+ 5.93%
$470.37 - $663.28 $283K - $399K
10.7K $7.12M
DFAS
Dimensional ETF Tr U S Small C

ETFs
23.6K
+ 199.75%
$52.31 - $63.72 $1.23M - $1.5M
35.4K $2.25M
JPM
Jpmorgan Chase & CO

Financial Services
1.91K
+ 8.88%
$210.28 - $289.91 $401K - $553K
23.4K $6.79M
VBR
Vanguard Small Cap Value ETF

ETFs
6.07K
+ 33.46%
$162.76 - $195.77 $989K - $1.19M
24.2K $4.72M
IXN
Ishares Global Information Tec

ETFs
878
+ 1.18%
$65.81 - $92.34 $57.8K - $81.1K
75.3K $6.95M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
22.7K
+ 70.19%
$47.46 - $55.3 $1.08M - $1.25M
54.9K $3.03M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.09K
+ 1.65%
$39.89 - $49.46 $163K - $202K
252K $12.4M
Activity Summary
Buys All Purchases 338 New Holdings 52 Increased Positions 286 Sells All Sells 202 Reductions 202 Sold out 0 Options Calls 0 Puts 0
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