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
VFMV
Vanguard Wellington Fd

ETFs
494
+ 18.3%
$119.38 - $128.27 $59K - $63.4K
3.19K $404K
CSCO
Cisco Systems, Inc.

Technology
978
+ 13.63%
$58.74 - $64.87 $57.4K - $63.4K
8.15K $503K
VCIT
Vanguard Intermediate Term Cor

ETFs
214
+ 0.52%
$79.17 - $82.04 $16.9K - $17.6K
41.5K $3.39M
VNQ
Vanguard Specialized Funds Van

ETFs
460
+ 1.9%
$85.55 - $94.34 $39.4K - $43.4K
24.6K $2.23M
CEG
Constellation Energy Corp

Utilities
592
+ 31.44%
$201.63 - $347.44 $119K - $206K
2.48K $499K
MDT
Medtronic PLC

Healthcare
410
+ 11.17%
$79.84 - $94.5 $32.7K - $38.7K
4.08K $366K
NFLX
Netflix Inc

Communication Services
53
+ 9.43%
$828.4 - $1058.6 $43.9K - $56.1K
615 $573K
AAPL
Apple Inc.

Technology
51.3K
+ 12.82%
$209.68 - $247.1 $10.8M - $12.7M
451K $100M
VDE
Vanguard Energy ETF

ETFs
91
+ 1.32%
$119.14 - $132.76 $10.8K - $12.1K
6.98K $904K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.17K
+ 8.71%
$62.72 - $71.92 $73.1K - $83.9K
14.6K $916K
BMY
Bristol Myers Squibb CO

Healthcare
410
+ 4.7%
$53.9 - $63.11 $22.1K - $25.9K
9.13K $557K
KXI
Ishares Tr Global Consumer Sta

ETFs
38
+ 0.23%
$58.57 - $64.8 $2.23K - $2.46K
16.3K $1.04M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.68K
+ 21.11%
$48.06 - $53.73 $80.9K - $90.4K
9.65K $470K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
643
+ 9.4%
$59.28 - $66.1 $38.1K - $42.5K
7.48K $475K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
887
+ 4.3%
$38.89 - $41.6 $34.5K - $36.9K
21.5K $870K
ALL
Allstate Corp

Financial Services
164
+ 9.8%
$180.99 - $210.18 $29.7K - $34.5K
1.84K $380K
EMLP
First Tr Exchange Traded Iv

ETFs
110
+ 0.39%
$35.79 - $38.28 $3.94K - $4.21K
28.4K $1.06M
VEU
Vanguard Ftse All World Ex Us

ETFs
21
+ 0.13%
$56.51 - $62.98 $1.19K - $1.32K
16K $972K
NSC
Norfolk Southern Corp

Industrials
205
+ 11.57%
$227.69 - $259.76 $46.7K - $53.3K
1.98K $468K
PEP
Pepsico Inc

Consumer Defensive
410
+ 10.33%
$142.64 - $156.42 $58.5K - $64.1K
4.38K $656K
PPL
Ppl Corp

Utilities
6
+ 0.04%
$31.68 - $36.11 $190 - $217
13.8K $498K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
21
+ 1.57%
$208.48 - $244.03 $4.38K - $5.12K
1.36K $332K
SCHW
Schwab Charles Corp

Financial Services
234
+ 3.54%
$71.24 - $83.64 $16.7K - $19.6K
6.84K $535K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
504
+ 11.23%
$122.86 - $137.9 $61.9K - $69.5K
4.99K $630K
ADP
Automatic Data Processing Inc

Industrials
84
+ 5.63%
$286.85 - $318.64 $24.1K - $26.8K
1.58K $481K
IGF
Ishares Global Infrastructure

ETFs
283
+ 2.33%
$51.96 - $54.84 $14.7K - $15.5K
12.4K $679K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
391
+ 3.2%
$77.7 - $78.94 $30.4K - $30.9K
12.6K $995K
MBB
Ishares Tr

ETFs
388
+ 13.5%
$90.37 - $94.08 $35.1K - $36.5K
3.26K $306K
WM
Waste Management Inc

Industrials
17
+ 1.34%
$200.54 - $233.78 $3.41K - $3.97K
1.29K $297K
IYH
Ishares Tr

ETFs
120
+ 0.93%
$58.32 - $62.76 $7K - $7.53K
13K $792K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
518
+ 5.1%
$41.61 - $44.72 $21.6K - $23.2K
10.7K $461K
SYK
Stryker Corp

Healthcare
61
+ 4.13%
$355.18 - $399.9 $21.7K - $24.4K
1.54K $572K
SBUX
Starbucks Corp

Consumer Cyclical
19
+ 0.34%
$91.75 - $115.81 $1.74K - $2.2K
5.57K $546K
ISRG
Intuitive Surgical Inc

Healthcare
113
+ 17.17%
$476.63 - $610.45 $53.9K - $69K
771 $381K
BSTP
Innovator Etfs Tr Buffer Step

ETFs
1.57K
+ 9.71%
$31.97 - $34.34 $50.2K - $53.9K
17.8K $574K
FEP
First Trust Europe Alphadex Fu

ETFs
20
+ 0.28%
$35.43 - $42.94 $709 - $859
7.25K $295K
FXU
First Tr Exchange Traded Fd Ut

ETFs
55
+ 0.5%
$37.42 - $41.14 $2.06K - $2.26K
11K $453K
FXG
First Tr Exchange Traded First

ETFs
18
+ 0.07%
$62.56 - $65.85 $1.13K - $1.19K
27.5K $1.8M
TXN
Texas Instruments Inc

Technology
184
+ 9.24%
N/A
2.18K $423K
LECO
Lincoln Electric Holdings Inc

Industrials
134
+ 2.14%
$180.51 - $216.81 $24.2K - $29.1K
6.41K $1.21M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
859
+ 0.79%
$36.63 - $37.45 $31.5K - $32.2K
109K $4.03M
FNDF
Schwab Fundamental Intl Large

ETFs
2
+ 0.02%
$32.9 - $37.45 $65.8 - $74.9
11.2K $404K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.55K
+ 5.05%
$53.6 - $58.97 $83.2K - $91.5K
32.3K $1.77M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
92
+ 0.76%
$48.13 - $51.78 $4.43K - $4.76K
12.2K $620K
EMB
Ishares Tr

ETFs
195
+ 2.32%
$88.64 - $92.03 $17.3K - $17.9K
8.59K $778K
DFSD
Dimensional ETF Tr Short Durat

ETFs
200
+ 0.59%
$46.74 - $47.55 $9.35K - $9.51K
33.8K $1.61M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
1.59K
+ 20.16%
$26.06 - $28.54 $41.5K - $45.4K
9.48K $247K
KR
Kroger CO

Consumer Defensive
19
+ 0.44%
$58.36 - $67.72 $1.11K - $1.29K
4.31K $292K
NVO
Novo Nordisk A S

Healthcare
1.93K
+ 30.57%
$69.3 - $90.95 $133K - $175K
8.22K $570K
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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