Signature Estate & Investment Advisors LLC Purchases in Q1 2025

Signature Estate & Investment Advisors LLC

  • $3.73 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IYC
Ishares U.S. Consumer Discreti

ETFs
6.31K
New
$85.71 - $101.2 $541K - $638K
6.31K $557K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
11.7K
+ 5.74%
$49.69 - $50.76 $582K - $595K
216K $10.8M
CRM
Salesforce, Inc.

Technology
52.5K
+ 25.58%
$268.36 - $359.95 $14.1M - $18.9M
258K $69.2M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.23K
+ 23.46%
$156.61 - $168.02 $506K - $543K
17K $2.73M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
9.66K
New
$48.65 - $53.06 $470K - $513K
9.66K $501K
KO
Coca Cola CO

Consumer Defensive
5.93K
+ 91.7%
$60.81 - $72.32 $361K - $429K
12.4K $887K
SPGI
S&P Global Inc.

Financial Services
945
New
$478.26 - $543.77 $452K - $514K
945 $480K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
14.3K
New
$32.49 - $37.99 $464K - $542K
14.3K $478K
PAVE
Global X Fds Us Infrastructure

ETFs
12.6K
New
$37.31 - $43.82 $470K - $552K
12.6K $475K
SHEL
Shell PLC

Energy
5.84K
+ 146.27%
$62.84 - $73.29 $367K - $428K
9.83K $720K
BTI
British American Tobacco P.L.C.

Consumer Defensive
10.8K
New
$35.35 - $42.74 $382K - $461K
10.8K $446K
EBLU
Ecofin Global Water Esg Fund

ETFs
8.69K
New
N/A
8.69K $418K
MOTG
Vaneck Morningstar Global Wide

ETFs
1.89K
+ 1.5%
$35.7 - $40.41 $67.5K - $76.4K
128K $4.99M
PGR
Progressive Corp

Financial Services
333
+ 4.53%
$235.61 - $291.22 $78.5K - $97K
7.68K $2.17M
FDL
First Tr Morningstar Dividend

ETFs
8.66K
+ 85.19%
$39.69 - $43.83 $344K - $380K
18.8K $817K
BKNG
Booking Holdings Inc.

Consumer Cyclical
88
New
$4295.4 - $5141.88 $378K - $452K
88 $405K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
5.39K
+ 17.21%
$58.32 - $65.09 $314K - $351K
36.7K $2.21M
T
At&T Inc.

Communication Services
7.32K
+ 23.31%
$21.56 - $28.28 $158K - $207K
38.7K $1.1M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
1.39K
New
$246.3 - $299.62 $342K - $416K
1.39K $364K
DGRO
Ishares Core Dividend Growth E

ETFs
5.81K
+ 68.68%
$60.46 - $64.42 $351K - $374K
14.3K $881K
EXC
Exelon Corp

Utilities
7.72K
New
$37.3 - $46.08 $288K - $356K
7.72K $355K
MO
Altria Group, Inc.

Consumer Defensive
5.79K
New
$50.81 - $60.02 $294K - $347K
5.79K $347K
GLD
Spdr Gold Trust

ETFs
438
+ 9.14%
$243.19 - $288.14 $107K - $126K
5.23K $1.51M
ITA
Ishares Tr

ETFs
2.01K
+ 45.63%
$144.84 - $159.5 $291K - $320K
6.41K $981K
SO
Southern CO

Utilities
3.5K
New
$80.96 - $92.96 $283K - $325K
3.5K $321K
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.72K
+ 11.75%
$56.17 - $59.71 $321K - $341K
54.4K $3.11M
PHO
Invesco Exchange Traded Fd Tr

ETFs
4.75K
New
$63.77 - $68.75 $303K - $327K
4.75K $306K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.17K
+ 30.76%
$68.32 - $75.06 $217K - $238K
13.5K $1.01M
SPTL
Spdr Portfolio Long Term Treas

ETFs
7.17K
+ 8.7%
$25.54 - $27.64 $183K - $198K
89.6K $2.44M
CNC
Centene Corp

Healthcare
4.62K
New
$55.93 - $65.89 $258K - $304K
4.62K $280K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
4.8K
+ 14.37%
$49.67 - $51.43 $238K - $247K
38.2K $1.95M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
3.28K
+ 88.52%
$79.96 - $87.71 $262K - $288K
6.98K $573K
ABBV
Abb Vie Inc.

Healthcare
316
+ 5.09%
$169.2 - $216.66 $53.5K - $68.5K
6.53K $1.37M
FYT
First Trust Small Cap

ETFs
5.31K
New
$48.74 - $56.7 $259K - $301K
5.31K $264K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
6.58K
New
$38.36 - $41.43 $252K - $272K
6.58K $254K
AVUV
American Centy ETF Tr Avantis

ETFs
2.9K
New
$84.95 - $100.62 $247K - $292K
2.9K $253K
IDV
Ishares Tr

ETFs
6.89K
+ 73.31%
$27.0 - $31.7 $186K - $218K
16.3K $505K
MSTR
Microstrategy Inc

Technology
856
New
$239.27 - $396.5 $205K - $339K
856 $246K
RDVY
First Trust Rising Dividend Ac

ETFs
4.33K
+ 24.0%
$57.22 - $63.39 $248K - $274K
22.4K $1.31M
TDG
Trans Digm Group Inc

Industrials
116
+ 17.42%
$1251.32 - $1394.11 $145K - $162K
782 $1.08M
IAU
Ishares Gold Trust

ETFs
2.2K
+ 19.5%
$49.74 - $58.96 $109K - $129K
13.5K $793K
KWEB
Kraneshares Tr Csi China Inter

ETFs
6.72K
New
$27.29 - $38.29 $183K - $257K
6.72K $234K
ALB
Albemarle Corp

Basic Materials
3.22K
New
$69.95 - $97.49 $225K - $313K
3.22K $231K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
5.81K
+ 88.85%
$34.25 - $37.6 $199K - $218K
12.4K $454K
PJAN
Innovator U.S. Equity Power Bu

ETFs
5.55K
New
$41.09 - $43.24 $228K - $240K
5.55K $230K
IWV
Ishares Russell 3000 ETF

ETFs
721
New
$313.1 - $349.83 $226K - $252K
721 $229K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
4.61K
New
$48.31 - $49.23 $223K - $227K
4.61K $226K
BK
Bank Of New York Mellon Corp

Financial Services
2.65K
New
$75.42 - $88.95 $200K - $236K
2.65K $222K
INTC
Intel Corp

Technology
9.55K
New
$19.1 - $27.39 $182K - $262K
9.55K $216K
Activity Summary
Buys All Purchases 320 New Holdings 49 Increased Positions 271 Sells All Sells 191 Reductions 191 Sold out 0 Options Calls 0 Puts 0
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