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
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.04K
+ 8.89%
$100.32 - $100.76 $205K - $206K
25K $2.52M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
6.69K
New
$29.06 - $32.62 $194K - $218K
6.69K $209K
EBAY
Ebay Inc

Consumer Cyclical
3.1K
New
$61.61 - $70.93 $191K - $220K
3.1K $209K
ED
Consolidated Edison Inc

Utilities
1.88K
New
$88.0 - $110.59 $166K - $208K
1.88K $208K
DUHP
Dimensional ETF Tr Dimensional

ETFs
6.91K
+ 20.59%
$32.57 - $35.82 $225K - $248K
40.5K $1.34M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
3.77K
New
$50.99 - $55.74 $192K - $210K
3.77K $206K
XSMO
Invesco S&P Smallcap Momentum

ETFs
3.29K
New
$59.97 - $70.03 $197K - $230K
3.29K $206K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
8.52K
New
$17.16 - $25.25 $146K - $215K
8.52K $203K
PSA
Public Storage

Real Estate
677
New
$288.99 - $313.98 $196K - $213K
677 $202K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.13K
+ 26.17%
$169.43 - $182.84 $191K - $206K
5.44K $942K
PID
Invesco Exchange Traded Fd Tr

ETFs
10.1K
New
N/A
10.1K $179K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
2.23K
+ 39.38%
$73.11 - $77.43 $163K - $173K
7.9K $599K
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
6.11K
+ 19.13%
$31.14 - $32.81 $190K - $201K
38.1K $1.2M
DFAT
Dimensional ETF Tr U S Target

ETFs
4.63K
+ 26.32%
$50.44 - $58.1 $233K - $269K
22.2K $1.14M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
759
+ 7.55%
$107.24 - $116.37 $81.4K - $88.3K
10.8K $1.26M
IYW
Ishares Dj Us Tech ETF

ETFs
1.32K
+ 101.54%
$140.44 - $166.79 $185K - $220K
2.62K $367K
ABT
Abbott Laboratories

Healthcare
49
+ 0.69%
$111.1 - $140.22 $5.44K - $6.87K
7.12K $944K
VDC
Vanguard Consumer Staples ETF

ETFs
618
+ 62.61%
$206.54 - $226.16 $128K - $140K
1.61K $351K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
598
+ 1.88%
$78.97 - $85.82 $47.2K - $51.3K
32.4K $2.69M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.37K
+ 19.73%
$100.34 - $100.68 $138K - $138K
8.33K $838K
CGDV
Capital Group Divid Value ETF

ETFs
1.73K
+ 0.83%
$34.95 - $37.36 $60.6K - $64.7K
211K $7.51M
BALT
Innovator Etfs Tr
4.53K
+ 9.01%
$31.31 - $31.89 $142K - $144K
54.8K $1.72M
OEF
Ishares S&P 100 ETF

ETFs
527
+ 3.45%
N/A
15.8K $4.2M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
5.79K
+ 13.38%
$22.25 - $23.0 $129K - $133K
49.1K $1.13M
DUK
Duke Energy Corp

Utilities
714
+ 22.59%
$105.87 - $121.97 $75.6K - $87.1K
3.88K $472K
IWD
Ishares Russell 1000 Val ETF

ETFs
646
+ 22.56%
$182.82 - $196.21 $118K - $127K
3.51K $660K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2K
+ 10.16%
$48.43 - $49.9 $96.6K - $99.6K
21.6K $1.08M
COST
Costco Wholesale Corp

Consumer Defensive
65
+ 2.96%
$890.62 - $1076.86 $57.9K - $70K
2.26K $2.14M
LMT
Lockheed Martin Corp

Industrials
369
+ 32.11%
$423.19 - $506.29 $156K - $187K
1.52K $678K
QUAL
Ishares Msci Usa Quality Facto

ETFs
814
+ 15.59%
$168.16 - $186.21 $137K - $152K
6.04K $1.03M
IEFA
Ishares Tr

ETFs
300
+ 2.07%
$69.57 - $78.65 $20.9K - $23.6K
14.8K $1.12M
HEFA
Ishares Currency Hedged Msci E

ETFs
2.05K
+ 14.21%
$34.83 - $37.52 $71.5K - $77K
16.5K $598K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.56K
+ 19.05%
$110.9 - $132.93 $173K - $207K
9.75K $1.11M
SLV
I Shares Silver Trust

ETFs
309
+ 1.66%
$26.93 - $31.32 $8.32K - $9.68K
18.9K $587K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.65K
+ 7.29%
$44.72 - $46.25 $73.7K - $76.3K
24.3K $1.12M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.27K
+ 2.04%
$40.79 - $42.32 $51.7K - $53.6K
63.5K $2.67M
FTLS
First Tr Long/Short Equity ETF

ETFs
2.16K
+ 8.34%
$63.42 - $68.17 $137K - $147K
28K $1.79M
PLTR
Palantir Technologies Inc.

Technology
786
+ 26.82%
$64.98 - $124.62 $51.1K - $98K
3.72K $313K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
3.37K
+ 14.5%
$29.34 - $31.31 $99K - $106K
26.6K $790K
HDV
Ishares Core High Dividend ETF

ETFs
18
+ 0.2%
$110.86 - $121.12 $2K - $2.18K
8.82K $1.07M
CSCO
Cisco Systems, Inc.

Technology
978
+ 13.63%
$58.74 - $64.87 $57.4K - $63.4K
8.15K $503K
VCIT
Vanguard Intermediate Term Cor

ETFs
214
+ 0.52%
$79.17 - $82.04 $16.9K - $17.6K
41.5K $3.39M
VFMV
Vanguard Wellington Fd

ETFs
494
+ 18.3%
$119.38 - $128.27 $59K - $63.4K
3.19K $404K
VNQ
Vanguard Specialized Funds Van

ETFs
460
+ 1.9%
$85.55 - $94.34 $39.4K - $43.4K
24.6K $2.23M
CEG
Constellation Energy Corp

Utilities
592
+ 31.44%
$201.63 - $347.44 $119K - $206K
2.48K $499K
NFLX
Netflix Inc

Communication Services
53
+ 9.43%
$828.4 - $1058.6 $43.9K - $56.1K
615 $573K
MDT
Medtronic PLC

Healthcare
410
+ 11.17%
$79.84 - $94.5 $32.7K - $38.7K
4.08K $366K
AAPL
Apple Inc.

Technology
51.3K
+ 12.82%
$209.68 - $247.1 $10.8M - $12.7M
451K $100M
VDE
Vanguard Energy ETF

ETFs
91
+ 1.32%
$119.14 - $132.76 $10.8K - $12.1K
6.98K $904K
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
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