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
FDL
First Tr Morningstar Dividend

ETFs
8.66K
+ 85.19%
$39.69 - $43.83 $344K - $380K
18.8K $817K
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
DGRO
Ishares Core Dividend Growth E

ETFs
5.81K
+ 68.68%
$60.46 - $64.42 $351K - $374K
14.3K $881K
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
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.72K
+ 11.75%
$56.17 - $59.71 $321K - $341K
54.4K $3.11M
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
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
IDV
Ishares Tr

ETFs
6.89K
+ 73.31%
$27.0 - $31.7 $186K - $218K
16.3K $505K
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
DDWM
Wisdomtree Tr Currency Hedged

ETFs
5.81K
+ 88.85%
$34.25 - $37.6 $199K - $218K
12.4K $454K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.04K
+ 8.89%
$100.32 - $100.76 $205K - $206K
25K $2.52M
DUHP
Dimensional ETF Tr Dimensional

ETFs
6.91K
+ 20.59%
$32.57 - $35.82 $225K - $248K
40.5K $1.34M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.13K
+ 26.17%
$169.43 - $182.84 $191K - $206K
5.44K $942K
CGGO
Capital Group Global Growth Eq

ETFs
12.8K
+ 6.35%
$28.33 - $30.84 $364K - $396K
215K $6.09M
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
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.56K
+ 19.05%
$110.9 - $132.93 $173K - $207K
9.75K $1.11M
HEFA
Ishares Currency Hedged Msci E

ETFs
2.05K
+ 14.21%
$34.83 - $37.52 $71.5K - $77K
16.5K $598K
SLV
I Shares Silver Trust

ETFs
309
+ 1.66%
$26.93 - $31.32 $8.32K - $9.68K
18.9K $587K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.27K
+ 2.04%
$40.79 - $42.32 $51.7K - $53.6K
63.5K $2.67M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.65K
+ 7.29%
$44.72 - $46.25 $73.7K - $76.3K
24.3K $1.12M
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
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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