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
DAL
Delta Air Lines, Inc.

Industrials
2.48K
+ 2.71%
$35.88 - $52.99 $88.9K - $131K
93.8K $4.61M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
1.63K
+ 0.81%
$23.87 - $29.82 $38.8K - $48.5K
202K $6.02M
SCHG
Schwab Strategic Tr Us Large C

ETFs
15K
+ 32.62%
$22.27 - $29.21 $334K - $438K
60.9K $1.78M
CGXU
Capital Group Intl Focus Equit

ETFs
13.6K
+ 14.1%
$21.44 - $27.35 $291K - $372K
110K $2.98M
VXF
Vanguard Extended Market ETF

ETFs
83
+ 0.28%
$150.43 - $192.71 $12.5K - $16K
29.5K $5.68M
XAR
Spdr S&P Aerospace & Defense E

ETFs
350
+ 3.27%
$144.94 - $210.94 $50.7K - $73.8K
11K $2.33M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.63K
+ 0.68%
$19.6 - $24.44 $31.9K - $39.8K
240K $5.87M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.9K
+ 47.99%
$152.42 - $182.82 $441K - $529K
8.93K $1.63M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
3.43K
+ 13.18%
$91.62 - $109.97 $314K - $377K
29.5K $3.24M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
69
+ 0.77%
$456.74 - $568.03 $31.5K - $39.2K
9.06K $5.15M
IEFA
Ishares Tr

ETFs
4.45K
+ 30.1%
$67.83 - $84.09 $302K - $374K
19.2K $1.61M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
422
+ 7.15%
$141.37 - $228.57 $59.7K - $96.5K
6.32K $1.43M
XLK
Technology Sector Spdr

ETFs
1.4K
+ 68.92%
$179.73 - $253.23 $251K - $354K
3.42K $867K
DFIC
Dimensional ETF Tr Dimensional

ETFs
5.52K
+ 7.39%
$24.94 - $31.15 $138K - $172K
80.3K $2.5M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.71K
+ 5.36%
$73.7 - $90.98 $126K - $156K
33.6K $3.06M
NFLX
Netflix Inc

Communication Services
109
+ 17.72%
$855.86 - $1339.13 $93.3K - $146K
724 $969K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.79K
+ 19.2%
$57.46 - $75.58 $161K - $211K
17.3K $1.31M
ISRG
Intuitive Surgical Inc

Healthcare
655
+ 84.95%
$451.58 - $565.94 $296K - $371K
1.43K $774K
DFAT
Dimensional ETF Tr U S Target

ETFs
5.59K
+ 25.19%
$44.8 - $53.97 $251K - $302K
27.8K $1.5M
OEF
Ishares S&P 100 ETF

ETFs
1.27K
+ 8.06%
N/A
17.1K $4.54M
VRT
Vertiv Holdings CO

Industrials
3.83K
+ 3.14%
N/A
126K $10.9M
TDY
Teledyne Technologies Inc

Technology
101
+ 0.55%
$435.54 - $512.31 $44K - $51.7K
18.4K $9.41M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
5.59K
+ 11.74%
$23.4 - $29.68 $131K - $166K
53.2K $1.58M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
712
+ 2.07%
$70.44 - $86.87 $50.2K - $61.9K
35.1K $3.05M
EMB
Ishares Tr

ETFs
3.21K
+ 37.41%
$86.54 - $92.62 $278K - $298K
11.8K $1.09M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.42K
+ 32.83%
$91.43 - $91.74 $313K - $314K
13.9K $1.27M
DUHP
Dimensional ETF Tr Dimensional

ETFs
5.92K
+ 14.63%
$29.36 - $35.56 $174K - $211K
46.4K $1.65M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.62K
+ 3.97%
$67.03 - $80.35 $176K - $211K
68.8K $5.48M
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.32K
+ 1.95%
$35.9 - $43.76 $47.4K - $57.8K
69.1K $2.99M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
13K
+ 17.23%
$20.12 - $21.0 $262K - $273K
88.6K $1.85M
PM
Philip Morris International Inc.

Consumer Defensive
169
+ 1.61%
$149.23 - $184.95 $25.2K - $31.3K
10.7K $1.94M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
142
+ 0.36%
$82.17 - $99.96 $11.7K - $14.2K
39.2K $3.85M
CGUS
Capital Group Core Equity ETF
647
+ 0.92%
$29.93 - $36.93 $19.4K - $23.9K
70.9K $2.62M
GS
Goldman Sachs Group Inc

Financial Services
43
+ 3.02%
$462.22 - $707.75 $19.9K - $30.4K
1.47K $1.04M
BA
Boeing CO

Industrials
267
+ 5.33%
$136.59 - $217.51 $36.5K - $58.1K
5.28K $1.11M
BALT
Innovator Etfs Tr
6.6K
+ 12.05%
$30.33 - $32.1 $200K - $212K
61.4K $1.97M
DGRO
Ishares Core Dividend Growth E

ETFs
3.31K
+ 23.21%
$55.22 - $63.94 $183K - $212K
17.6K $1.12M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
107
+ 0.33%
$75.29 - $91.16 $8.06K - $9.75K
32.5K $2.93M
LVHI
Franklin International Low Vol

ETFs
6.67K
+ 8.81%
$28.91 - $33.28 $193K - $222K
82.4K $2.68M
IYW
Ishares Dj Us Tech ETF

ETFs
817
+ 31.21%
$122.57 - $173.27 $100K - $142K
3.44K $595K
VV
Vanguard Large Cap ETF

ETFs
105
+ 1.58%
$228.25 - $285.3 $24K - $30K
6.74K $1.92M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.49K
+ 4.73%
N/A
55.2K $4.74M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
1.02K
+ 5.01%
$73.0 - $85.5 $74.5K - $87.3K
21.4K $1.8M
IDV
Ishares Tr

ETFs
4.45K
+ 27.34%
$27.79 - $34.84 $124K - $155K
20.7K $715K
TDG
Trans Digm Group Inc

Industrials
60
+ 7.67%
$1231.75 - $1520.64 $73.9K - $91.2K
842 $1.28M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
4.35K
+ 6.85%
$41.1 - $42.37 $179K - $184K
67.8K $2.87M
AVUV
American Centy ETF Tr Avantis

ETFs
2.03K
+ 69.96%
$75.17 - $91.21 $153K - $185K
4.93K $449K
BX
Blackstone Inc.

Financial Services
872
+ 13.24%
$120.07 - $151.11 $105K - $132K
7.46K $1.12M
BKNG
Booking Holdings Inc.

Consumer Cyclical
14
+ 15.91%
$4164.15 - $5789.24 $58.3K - $81K
102 $590K
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