Signature Estate & Investment Advisors LLC Purchases in Q3 2024

Signature Estate & Investment Advisors LLC

  • $4.32 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
775K
New
$100.75 - $111.62 $78.1M - $86.5M
775K $84.7M
VUG
Vanguard Growth ETF

ETFs
179K
+ 24.85%
$341.08 - $391.94 $60.9M - $70M
897K $345M
FNDX
Schwab Fundamental U S Large C

ETFs
502K
+ 18.62%
$65.36 - $71.76 $32.8M - $36M
3.2M $229M
XLU
Utilities Sector Spdr

ETFs
516K
+ 11784.06%
$67.67 - $80.78 $34.9M - $41.7M
520K $42M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
26.7K
+ 0.64%
$101.72 - $112.94 $2.72M - $3.02M
4.23M $478M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
257K
+ 3.42%
$42.87 - $45.76 $11M - $11.8M
7.79M $352M
CGGR
Capital Group Growth ETF Shs C

ETFs
587K
+ 24.74%
$30.71 - $34.79 $18M - $20.4M
2.96M $103M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
172K
+ 2.35%
$39.37 - $41.68 $6.76M - $7.16M
7.49M $310M
NEE
Nextera Energy Inc

Utilities
86.7K
+ 12.29%
$69.9 - $84.97 $6.06M - $7.37M
793K $67M
TMO
Thermo Fisher Scientific Inc.

Healthcare
10.7K
+ 11.72%
$531.86 - $624.21 $5.7M - $6.7M
102K $63.3M
MA
Mastercard Inc

Financial Services
11.5K
+ 9.61%
$429.6 - $500.99 $4.92M - $5.74M
131K $64.5M
MET
Metlife Inc

Financial Services
34.5K
+ 4.67%
$67.96 - $82.48 $2.35M - $2.85M
774K $63.8M
VTV
Vanguard Value ETF

ETFs
40.9K
+ 12.69%
$159.75 - $174.57 $6.54M - $7.15M
364K $63.5M
CRM
Salesforce, Inc.

Technology
31.1K
+ 16.39%
$238.42 - $276.53 $7.41M - $8.6M
221K $60.4M
XLF
Financial Sector Spdr

ETFs
121K
+ 8.55%
$40.84 - $45.74 $4.94M - $5.53M
1.54M $69.6M
WMT
Walmart Inc.

Consumer Defensive
2.93K
+ 0.35%
$66.91 - $81.4 $196K - $238K
850K $68.6M
IGM
Ishares Expanded Tech Sector E

ETFs
71.9K
+ 4.03%
$84.03 - $98.62 $6.04M - $7.09M
1.86M $178M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4.05K
+ 8.1%
$1015.62 - $1159.62 $4.12M - $4.7M
54.1K $62.3M
BLK
Black Rock Inc.

Financial Services
3.51K
+ 16.92%
$782.27 - $949.51 $2.75M - $3.33M
24.3K $23M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
122K
+ 30.68%
$49.7 - $56.11 $6.09M - $6.87M
522K $28.6M
XLE
Energy Sector Spdr

ETFs
72.1K
+ 20.53%
$84.35 - $93.39 $6.08M - $6.73M
423K $37.1M
FCX
Freeport Mcmoran Inc

Basic Materials
82.9K
+ 24.44%
$39.52 - $51.92 $3.28M - $4.31M
422K $21.1M
MRK
Merck & Co., Inc.

Healthcare
48.8K
+ 35.32%
$111.15 - $128.97 $5.42M - $6.29M
187K $21.2M
CVX
Chevron Corp

Energy
47.7K
+ 13.94%
$137.88 - $161.97 $6.57M - $7.72M
389K $57.3M
PLD
Prologis, Inc.

Real Estate
8.77K
+ 5.02%
$111.95 - $132.43 $981K - $1.16M
183K $23.2M
AVGO
Broadcom Inc.

Technology
335K
+ 880.27%
$136.27 - $1745.86 $45.7M - $586M
374K $64.5M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
20.4K
+ 3.62%
$36.02 - $41.68 $734K - $849K
582K $24M
UBER
Uber Technologies, Inc

Technology
7.4K
+ 0.93%
$58.48 - $77.47 $433K - $573K
805K $60.5M
STZ
Constellation Brands, Inc.

Consumer Defensive
8.28K
New
$236.42 - $259.82 $1.96M - $2.15M
8.28K $2.13M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
22.9K
+ 4.38%
$27.15 - $30.78 $621K - $704K
545K $16.6M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
22.5K
+ 25.66%
$50.77 - $57.17 $1.14M - $1.29M
110K $6.3M
CGDV
Capital Group Divid Value ETF

ETFs
27.4K
+ 16.33%
$32.96 - $36.48 $904K - $1M
195K $7.12M
VEA
Vanguard Ftse Developed Market

ETFs
13.9K
+ 6.44%
$47.6 - $53.31 $661K - $741K
230K $12.1M
LVHI
Franklin International Low Vol

ETFs
46.2K
+ 363.63%
$28.72 - $31.28 $1.33M - $1.44M
58.9K $1.83M
IVW
Ishares S&P 500 Growth ETF

ETFs
10.1K
+ 16.04%
$84.77 - $97.13 $858K - $983K
73.2K $7.01M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
542
+ 0.33%
$77.02 - $85.06 $41.7K - $46.1K
162K $13.7M
IVV
Ishares Core S&P 500 ETF

ETFs
507
+ 1.77%
$520.18 - $576.82 $264K - $292K
29.2K $16.8M
VZ
Verizon Communications Inc

Communication Services
21K
+ 149.32%
$38.89 - $45.0 $818K - $947K
35.1K $1.58M
VB
Vanguard Small Cap ETF

ETFs
1.69K
+ 7.05%
$214.77 - $237.72 $362K - $401K
25.6K $6.07M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
10.6K
+ 6.5%
$45.2 - $47.87 $478K - $506K
173K $8.23M
UNP
Union Pacific Corp

Industrials
2.91K
+ 190.49%
$221.78 - $256.09 $644K - $744K
4.43K $1.09M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
13K
+ 4.24%
$24.86 - $26.33 $323K - $342K
319K $8.35M
EMGF
Ishares Msci Emerging Markets

ETFs
10.1K
+ 46.57%
$44.02 - $50.58 $445K - $512K
31.8K $1.59M
CGGO
Capital Group Global Growth Eq

ETFs
15.2K
+ 10.63%
$27.25 - $30.52 $414K - $464K
158K $4.77M
ITOT
Ishares Core S&P Total U.S. St

ETFs
235
+ 0.32%
$113.41 - $125.62 $26.7K - $29.5K
74.6K $9.37M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.14K
+ 18.47%
$54.98 - $59.51 $392K - $425K
45.8K $2.72M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
10.5K
+ 14.76%
$36.06 - $37.66 $378K - $394K
81.4K $3.06M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
11.1K
+ 212.9%
$41.34 - $43.55 $461K - $485K
16.4K $707K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.06K
+ 3.08%
$105.53 - $118.34 $111K - $125K
35.3K $4.13M
Activity Summary
Buys All Purchases 304 New Holdings 39 Increased Positions 265 Sells All Sells 175 Reductions 175 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Signature Estate & Investment Advisors LLC Portfolio

Follow Signature Estate & Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Signature Estate & Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Signature Estate & Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email