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
PH
Parker Hannifin Corp

Industrials
73
+ 5.04%
$517.23 - $700.54 $37.8K - $51.1K
1.52K $1.06M
FV
First Trust Dorsey Wright Focu

ETFs
2.05K
+ 15.41%
$48.43 - $59.26 $99.4K - $122K
15.4K $910K
EEMV
Ishares Msci Emerging Markets

ETFs
755
+ 2.55%
$54.12 - $62.8 $40.9K - $47.4K
30.4K $1.91M
DE
Deere & CO

Industrials
250
+ 21.01%
$412.99 - $531.48 $103K - $133K
1.44K $732K
AXON
Axon Enterprise, Inc.

Industrials
4
+ 0.75%
$497.13 - $827.94 $1.99K - $3.31K
536 $443K
FYT
First Trust Small Cap

ETFs
3.15K
+ 59.35%
$42.78 - $50.73 $135K - $160K
8.47K $427K
INTU
Intuit Inc

Technology
43
+ 5.87%
$544.07 - $787.63 $23.4K - $33.9K
776 $611K
IEMG
Ishares Inc

ETFs
2.97K
+ 4.53%
N/A
68.4K $3.67M
ASML
Asml Holding Nv

Technology
41
+ 4.54%
$595.37 - $815.24 $24.4K - $33.4K
945 $757K
RTX
Raytheon Technologies Corp

Industrials
385
+ 5.16%
$113.75 - $148.48 $43.8K - $57.2K
7.85K $1.15M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.29K
+ 2.15%
$22.92 - $28.05 $29.6K - $36.2K
61.5K $1.73M
TFLO
Ishares Treasury Floating Rate

ETFs
2.82K
+ 30.29%
$50.47 - $50.66 $142K - $143K
12.1K $614K
IWP
Ishares Russell Mid Cap Growth

ETFs
26
+ 0.4%
$104.34 - $138.68 $2.71K - $3.61K
6.47K $897K
WFC
Wells Fargo & Company

Financial Services
859
+ 10.11%
$60.98 - $80.12 $52.4K - $68.8K
9.35K $749K
AXP
American Express CO

Financial Services
77
+ 3.45%
$231.39 - $318.98 $17.8K - $24.6K
2.31K $736K
TT
Trane Technologies PLC

Industrials
35
+ 2.98%
$315.21 - $437.41 $11K - $15.3K
1.21K $528K
CARR
Carrier Global Corp

Industrials
328
+ 2.95%
$55.55 - $75.83 $18.2K - $24.9K
11.5K $838K
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
1.67K
+ 4.39%
$29.4 - $33.37 $49.2K - $55.8K
39.7K $1.33M
DINT
Davis Fundamental ETF Tr

ETFs
2.25K
+ 8.47%
$19.97 - $25.86 $44.9K - $58.1K
28.8K $743K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.58K
+ 4.75%
$51.14 - $57.0 $132K - $147K
56.9K $3.24M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.98K
+ 26.21%
$63.54 - $68.5 $126K - $136K
9.53K $642K
JXI
Ishares Tr Global Utils ETF

ETFs
315
+ 1.38%
$64.56 - $74.02 $20.3K - $23.3K
23.2K $1.71M
IWF
Ishares Russell 1000 Gr ETF

ETFs
27
+ 1.49%
$320.42 - $424.58 $8.65K - $11.5K
1.84K $782K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.26K
+ 13.0%
$43.53 - $54.46 $54.6K - $68.3K
10.9K $594K
VOOV
Vanguard S&P 500 Value ETF

ETFs
610
+ 31.23%
$162.65 - $188.71 $99.2K - $115K
2.56K $483K
IWB
Ishares Tr Russell 1000 ETF

ETFs
189
+ 11.43%
$272.36 - $339.57 $51.5K - $64.2K
1.84K $625K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
795
+ 7.35%
$107.61 - $119.09 $85.5K - $94.7K
11.6K $1.38M
IEF
Ishares Barclays

ETFs
1.16K
+ 10.8%
$93.15 - $96.56 $108K - $112K
11.9K $1.14M
RDVY
First Trust Rising Dividend Ac

ETFs
279
+ 1.25%
$51.6 - $62.74 $14.4K - $17.5K
22.6K $1.42M
TFC
Truist Financial Corp

Financial Services
1.82K
+ 11.37%
$34.79 - $42.99 $63.3K - $78.2K
17.8K $765K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
1.37K
+ 17.3%
$72.12 - $76.23 $98.5K - $104K
9.26K $702K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
772
+ 5.17%
$51.16 - $62.02 $39.5K - $47.9K
15.7K $973K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
579
+ 1.8%
$24.38 - $30.18 $14.1K - $17.5K
32.7K $986K
BAC
Bank Of America Corp

Financial Services
701
+ 5.95%
$34.39 - $47.46 $24.1K - $33.3K
12.5K $590K
SPYG
Spdr Portfolio

ETFs
480
+ 13.93%
$71.83 - $95.32 $34.5K - $45.8K
3.93K $374K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
422
+ 8.46%
$111.3 - $134.5 $47K - $56.8K
5.41K $728K
RPG
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.01%
$33.86 - $45.77 $33.9 - $45.8
13K $596K
RYAAY
Ryanair Holdings PLC

Industrials
352
+ 6.93%
$39.21 - $57.84 $13.8K - $20.4K
5.43K $313K
EFA
Ishares Tr Msci Eafe ETF

ETFs
816
+ 29.47%
$72.96 - $90.39 $59.5K - $73.8K
3.59K $320K
SYY
Sysco Corp

Consumer Defensive
469
+ 0.58%
$68.0 - $75.91 $31.9K - $35.6K
81.2K $6.15M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
323
+ 4.32%
$57.14 - $72.68 $18.5K - $23.5K
7.81K $567K
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.53K
+ 4.52%
$47.09 - $48.01 $72K - $73.4K
35.3K $1.7M
BTI
British American Tobacco P.L.C.

Consumer Defensive
509
+ 4.72%
$39.43 - $49.34 $20.1K - $25.1K
11.3K $534K
SOXX
Ishares Semiconductor ETF

ETFs
93
+ 7.79%
$154.86 - $239.07 $14.4K - $22.2K
1.29K $307K
MGV
Vanguard Mega Cap Value

ETFs
474
+ 5.31%
$114.87 - $131.25 $54.4K - $62.2K
9.4K $1.23M
XSMO
Invesco S&P Smallcap Momentum

ETFs
971
+ 29.5%
$55.15 - $68.11 $53.6K - $66.1K
4.26K $289K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
117
+ 1.42%
$59.57 - $75.11 $6.97K - $8.79K
8.36K $627K
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.04%
$211.12 - $274.14 $211 - $274
2.32K $633K
PAVE
Global X Fds Us Infrastructure

ETFs
94
+ 0.75%
$33.78 - $43.68 $3.18K - $4.11K
12.7K $553K
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
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