Signature Estate & Investment Advisors LLC Incresed Positions 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
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
AMZN
Amazon Com Inc

Consumer Cyclical
22.7K
+ 4.94%
$167.32 - $223.3 $3.79M - $5.06M
481K $106M
IYH
Ishares Tr

ETFs
134K
+ 1032.21%
$53.97 - $60.17 $7.25M - $8.08M
147K $8.32M
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
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
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
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
FCX
Freeport Mcmoran Inc

Basic Materials
558
+ 0.27%
$29.15 - $44.46 $16.3K - $24.8K
210K $9.11M
XLI
Industrial Sector Spdr

ETFs
6.36K
+ 54.08%
$116.42 - $147.52 $740K - $938K
18.1K $2.67M
CGDV
Capital Group Divid Value ETF

ETFs
7.66K
+ 3.64%
$31.93 - $39.49 $245K - $302K
218K $8.62M
CGGO
Capital Group Global Growth Eq

ETFs
8.54K
+ 3.97%
$25.31 - $32.17 $216K - $275K
224K $7.15M
ETN
Eaton Corp PLC

Industrials
82
+ 0.88%
$246.52 - $356.99 $20.2K - $29.3K
9.39K $3.35M
COST
Costco Wholesale Corp

Consumer Defensive
718
+ 31.8%
$908.13 - $1056.85 $652K - $759K
2.98K $2.95M
MOTG
Vaneck Morningstar Global Wide

ETFs
6.55K
+ 5.11%
$34.51 - $42.45 $226K - $278K
135K $5.72M
GOOG
Alphabet Inc.

Communication Services
734
+ 2.6%
$146.58 - $180.01 $108K - $132K
29K $5.14M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.72K
+ 7.07%
$61.92 - $81.5 $168K - $221K
41.1K $3.35M
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
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