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
FDX
Fedex Corp

Industrials
302
+ 18.26%
$254.64 - $313.52 $76.9K - $94.7K
1.96K $535K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
106
+ 7.88%
$210.25 - $231.86 $22.3K - $24.6K
1.45K $323K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
38
+ 0.2%
$31.05 - $34.29 $1.18K - $1.3K
19K $650K
FTA
First Tr Large Cap Value

ETFs
32
+ 0.52%
$72.76 - $79.13 $2.33K - $2.53K
6.18K $488K
PAYX
Paychex Inc

Industrials
10
+ 0.46%
$116.17 - $135.19 $1.16K - $1.35K
2.19K $294K
ZTS
Zoetis Inc.

Healthcare
17
+ 1.15%
$172.58 - $196.48 $2.93K - $3.34K
1.49K $291K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
5
+ 0.26%
$138.85 - $182.81 $694 - $914
1.9K $336K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
154
+ 4.12%
$70.04 - $77.47 $10.8K - $11.9K
3.9K $301K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
52
+ 0.27%
$14.84 - $21.08 $772 - $1.1K
19.1K $391K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
42
+ 2.11%
$201.82 - $234.36 $8.48K - $9.84K
2.03K $467K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
731
+ 1.36%
$16.42 - $18.12 $12K - $13.2K
54.6K $985K
MAR
Marriott International Inc

Consumer Cyclical
51
+ 1.71%
$211.35 - $255.11 $10.8K - $13K
3.04K $754K
VFH
Vanguard Financial ETF

ETFs
3
+ 0.1%
$99.27 - $111.21 $298 - $334
3.15K $346K
KR
Kroger CO

Consumer Defensive
11
+ 0.26%
$50.43 - $57.3 $555 - $630
4.25K $243K
LLY
Eli Lilly & CO

Healthcare
61
+ 5.01%
$772.14 - $960.02 $47.1K - $58.6K
1.28K $1.13M
CMCSA
Comcast Corp

Communication Services
16
+ 0.14%
$37.33 - $41.78 $597 - $668
11.6K $485K
TJX
Tjx Companies Inc

Consumer Cyclical
90
+ 3.44%
$107.93 - $120.23 $9.71K - $10.8K
2.71K $318K
VOOV
Vanguard S&P 500 Value ETF

ETFs
7
+ 0.36%
$175.0 - $190.72 $1.23K - $1.34K
1.93K $368K
RPG
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.01%
$33.68 - $39.31 $33.7 - $39.3
14.7K $575K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
458
+ 2.68%
$28.1 - $29.89 $12.9K - $13.7K
17.5K $523K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
8
+ 0.49%
$151.63 - $169.74 $1.21K - $1.36K
1.65K $279K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
119
+ 0.34%
$12.25 - $13.1 $1.46K - $1.56K
35.6K $466K
HEFA
Ishares Currency Hedged Msci E

ETFs
844
+ 6.57%
$32.34 - $35.85 $27.3K - $30.3K
13.7K $484K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
162
+ 2.52%
$147.95 - $191.05 $24K - $31K
6.59K $1.14M
ESSA
Essa Bancorp, Inc.

Financial Services
3
+ 0.02%
$16.32 - $20.18 $49 - $60.5
17.1K $328K
RGLD
Royal Gold Inc

Basic Materials
5
+ 0.28%
$125.01 - $146.5 $625 - $733
1.77K $248K
MGC
Vanguard Mega Cap ETF

ETFs
37
+ 1.95%
$185.93 - $206.64 $6.88K - $7.65K
1.94K $400K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
125
+ 5.65%
$90.87 - $102.43 $11.4K - $12.8K
2.34K $230K
YUM
Yum Brands Inc

Consumer Cyclical
65
+ 2.89%
$125.95 - $139.96 $8.19K - $9.1K
2.32K $323K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.07%
$283.28 - $314.39 $283 - $314
1.47K $460K
PML
Pimco Municipal Income Fund Ii

Financial Services
89
+ 0.37%
$8.4 - $9.39 $748 - $836
24.4K $229K
BR
Broadridge Financial Solutions, Inc.

Technology
7
+ 0.62%
$196.56 - $218.55 $1.38K - $1.53K
1.13K $243K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
182
+ 3.52%
$42.38 - $47.25 $7.71K - $8.6K
5.35K $252K
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
18
+ 0.52%
$59.5 - $66.9 $1.07K - $1.2K
3.46K $229K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
9
+ 0.29%
$78.37 - $86.15 $705 - $775
3.06K $263K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.06%
$332.02 - $382.76 $332 - $383
1.81K $680K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
30
+ 0.42%
$38.51 - $41.69 $1.16K - $1.25K
7.19K $299K
TFSL
Tfs Financial Corp

Financial Services
70
+ 0.1%
$12.36 - $14.06 $865 - $984
72.5K $932K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
59
+ 0.38%
$49.93 - $51.15 $2.95K - $3.02K
15.6K $798K
FV
First Trust Dorsey Wright Focu

ETFs
5
+ 0.03%
$51.35 - $59.82 $257 - $299
17.9K $1.04M
FEP
First Trust Europe Alphadex Fu

ETFs
53
+ 0.74%
$35.46 - $39.44 $1.88K - $2.09K
7.17K $279K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
8
+ 0.35%
$113.45 - $126.18 $908 - $1.01K
2.3K $289K
RWL
Invesco Exchange Traded Fd Tr

ETFs
9
+ 0.31%
$90.36 - $98.07 $813 - $883
2.92K $285K
PRU
Prudential Financial Inc

Financial Services
50
+ 2.66%
$105.53 - $127.32 $5.28K - $6.37K
1.93K $233K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
9
+ 1.05%
$305.34 - $350.41 $2.75K - $3.15K
864 $298K
TTE
Total Energies Se

Energy
13
+ 0.21%
$68.61 - $68.61 $892 - $892
6.28K $430K
ROST
Ross Stores, Inc.

Consumer Cyclical
2
+ 0.08%
$136.06 - $155.24 $272 - $310
2.38K $357K
MGK
Vanguard Mega Cap Growth ETF

ETFs
3
+ 0.23%
$285.48 - $330.24 $856 - $991
1.29K $416K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
13
+ 0.3%
$96.3 - $106.49 $1.25K - $1.38K
4.37K $457K
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