Signature Estate & Investment Advisors LLC Incresed Positions in Q1 2025

Signature Estate & Investment Advisors LLC

  • $3.73 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ADBE
Adobe Inc.

Technology
161K
+ 11571.68%
$377.84 - $464.11 $60.8M - $74.7M
162K $62.3M
XLV
Select Sector Spdr Fund Health

ETFs
327K
+ 869.81%
$137.61 - $149.68 $45M - $49M
365K $53.3M
MSFT
Microsoft Corp

Technology
85.5K
+ 53.08%
$375.39 - $447.2 $32.1M - $38.2M
247K $92.6M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
305K
+ 4.7%
$38.99 - $40.37 $11.9M - $12.3M
6.79M $274M
KKR
Kkr & Co. Inc.

Financial Services
128K
+ 3663.67%
$108.17 - $167.07 $13.8M - $21.4M
131K $15.2M
LLY
Eli Lilly & CO

Healthcare
17.2K
+ 1302.27%
$725.72 - $929.72 $12.5M - $16M
18.5K $15.3M
WYNN
Wynn Resorts LTD

Consumer Cyclical
133K
+ 756.79%
$77.0 - $93.47 $10.2M - $12.4M
150K $12.6M
AMZN
Amazon Com Inc

Consumer Cyclical
106K
+ 30.07%
$190.26 - $242.06 $20.2M - $25.7M
459K $87.3M
IDEV
Ishares Core Msci Intl Develop

ETFs
111K
+ 26.54%
$63.77 - $71.36 $7.08M - $7.92M
529K $36.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
205K
+ 25.16%
$33.84 - $37.77 $6.95M - $7.76M
1.02M $37.2M
MA
Mastercard Inc

Financial Services
7.03K
+ 5.24%
$504.67 - $576.31 $3.55M - $4.05M
141K $77.4M
TDY
Teledyne Technologies Inc

Technology
13.2K
+ 257.0%
$455.51 - $518.84 $5.99M - $6.83M
18.3K $9.1M
XLF
Financial Sector Spdr

ETFs
70.4K
+ 4.48%
$47.32 - $52.19 $3.33M - $3.68M
1.64M $81.8M
WCN
Waste Connections, Inc.

Industrials
24.5K
+ 219.24%
$169.89 - $195.19 $4.16M - $4.78M
35.6K $6.95M
TMUS
T Mobile Us, Inc.

Communication Services
14.2K
+ 113.73%
$211.3 - $272.83 $3M - $3.88M
26.7K $7.13M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
38.2K
+ 16.12%
$67.08 - $76.14 $2.56M - $2.91M
275K $20.3M
STZ
Constellation Brands, Inc.

Consumer Defensive
24.5K
+ 280.56%
$161.05 - $222.93 $3.95M - $5.47M
33.3K $6.11M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
89.1K
+ 16.99%
$37.07 - $40.63 $3.3M - $3.62M
613K $24.2M
XLU
Utilities Sector Spdr

ETFs
32.8K
+ 9.18%
$74.7 - $80.27 $2.45M - $2.63M
390K $30.7M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
72.9K
+ 14.68%
$27.47 - $30.62 $2M - $2.23M
569K $16.8M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
27.1K
+ 105.93%
N/A
52.7K $4.52M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.01K
+ 14.81%
$442.66 - $534.52 $891K - $1.08M
15.6K $8.31M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
14.9K
+ 68.73%
$126.11 - $135.06 $1.88M - $2.02M
36.7K $4.73M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
28.5K
+ 8.1%
$39.65 - $43.35 $1.13M - $1.24M
380K $16M
IQLT
Ishares Msci Intl Quality Fact

ETFs
38.2K
+ 129.36%
$36.91 - $41.03 $1.41M - $1.57M
67.8K $2.69M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
14.5K
+ 48.69%
$117.4 - $131.02 $1.71M - $1.91M
44.4K $5.32M
VIG
Vanguard Dividend Appreciation

ETFs
8.15K
+ 14.61%
N/A
64K $11.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
26.5K
+ 12.0%
$42.5 - $46.71 $1.13M - $1.24M
248K $11.2M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
32.4K
+ 32.63%
$48.02 - $53.02 $1.55M - $1.72M
132K $6.51M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
19.2K
+ 40.75%
$75.47 - $84.24 $1.45M - $1.62M
66.3K $5.11M
VFH
Vanguard Financial ETF

ETFs
9.43K
+ 308.98%
$114.07 - $127.34 $1.08M - $1.2M
12.5K $1.49M
AVDE
American Centy ETF Tr Avantis

ETFs
10.6K
+ 18.94%
$60.63 - $68.55 $642K - $726K
66.5K $4.41M
SCHP
Schwab Strategic Us Tips ETF

ETFs
32.2K
+ 77.08%
$25.69 - $26.89 $828K - $867K
74.1K $1.99M
MGV
Vanguard Mega Cap Value

ETFs
7K
+ 363.48%
$123.61 - $133.01 $865K - $931K
8.92K $1.15M
DAL
Delta Air Lines, Inc.

Industrials
38.9K
+ 74.27%
$43.6 - $69.06 $1.7M - $2.69M
91.3K $3.98M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
7.59K
+ 41.17%
$100.56 - $108.28 $763K - $822K
26K $2.68M
AMGN
Amgen Inc

Healthcare
1.87K
+ 50.54%
$258.59 - $327.36 $484K - $613K
5.58K $1.74M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.2K
+ 3.33%
$27.01 - $28.54 $438K - $463K
503K $14.1M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
22.8K
+ 6.29%
$22.46 - $23.26 $511K - $529K
384K $8.9M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
19.4K
+ 18.21%
N/A
126K $3.97M
LVHI
Franklin International Low Vol

ETFs
14.2K
+ 23.09%
$30.53 - $32.85 $434K - $467K
75.7K $2.45M
XOM
Exxon Mobil Corp

Energy
2.78K
+ 13.4%
$105.44 - $118.93 $294K - $331K
23.6K $2.8M
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
KO
Coca Cola CO

Consumer Defensive
5.93K
+ 91.7%
$60.81 - $72.32 $361K - $429K
12.4K $887K
SHEL
Shell PLC

Energy
5.84K
+ 146.27%
$62.84 - $73.29 $367K - $428K
9.83K $720K
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
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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