Signature Estate & Investment Advisors LLC Incresed Positions in Q3 2024

Signature Estate & Investment Advisors LLC

  • $4.32 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
586
+ 25.24%
$162.64 - $179.3 $95.3K - $105K
2.91K $521K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.28K
+ 30.44%
$91.42 - $91.82 $117K - $118K
5.5K $504K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.86K
+ 12.52%
$36.98 - $41.55 $68.8K - $77.3K
16.7K $687K
AXP
American Express CO

Financial Services
57
+ 2.25%
$225.92 - $271.17 $12.9K - $15.5K
2.6K $703K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
968
+ 5.14%
$37.61 - $41.72 $36.4K - $40.4K
19.8K $826K
DINT
Davis Fundamental ETF Tr

ETFs
244
+ 0.93%
$18.92 - $24.25 $4.62K - $5.92K
26.5K $637K
PEY
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.01%
$19.4 - $21.93 $58.2 - $65.8
49.2K $1.08M
T
At&T Inc.

Communication Services
997
+ 3.21%
$18.21 - $22.28 $18.2K - $22.2K
32K $704K
BND
Vanguard Bd Index Fd Inc Total

ETFs
881
+ 6.15%
$71.45 - $75.64 $62.9K - $66.6K
15.2K $1.14M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
556
+ 2.04%
$42.22 - $48.62 $23.5K - $27K
27.8K $1.29M
CEG
Constellation Energy Corp

Utilities
108
+ 8.52%
$167.08 - $262.86 $18K - $28.4K
1.38K $357K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
718
+ 4.65%
$57.32 - $62.65 $41.2K - $45K
16.2K $1.01M
OEF
Ishares S&P 100 ETF

ETFs
294
+ 1.98%
$266.03 - $266.03 $78.2K - $78.2K
15.1K $4.02M
VV
Vanguard Large Cap ETF

ETFs
28
+ 0.4%
$236.92 - $263.4 $6.63K - $7.38K
7.05K $1.86M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
554
+ 1.72%
$25.45 - $29.53 $14.1K - $16.4K
32.7K $955K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
66
+ 0.6%
$175.46 - $203.3 $11.6K - $13.4K
11.1K $2.26M
ITB
Ishares Tr

ETFs
1
+ 0.03%
$97.52 - $128.64 $97.5 - $129
3.8K $482K
CSX
Csx Corp

Industrials
14
+ 0.02%
$32.48 - $35.45 $455 - $496
91.8K $3.17M
BMY
Bristol Myers Squibb CO

Healthcare
932
+ 18.58%
$39.66 - $51.75 $37K - $48.2K
5.95K $307K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
84
+ 0.71%
$43.67 - $51.82 $3.67K - $4.35K
12K $621K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.05K
+ 8.61%
$52.1 - $59.66 $54.9K - $62.8K
13.3K $786K
FIW
First Trust Water ETF

ETFs
1
+ 0.01%
$98.0 - $109.33 $98 - $109
10.3K $1.12M
D
Dominion Energy, Inc

Utilities
631
+ 9.44%
$48.01 - $58.53 $30.3K - $36.9K
7.31K $422K
KXI
Ishares Tr Global Consumer Sta

ETFs
60
+ 0.38%
$59.84 - $66.17 $3.59K - $3.97K
16K $1.05M
DFIC
Dimensional ETF Tr Dimensional

ETFs
2.45K
+ 18.73%
$25.36 - $28.37 $62K - $69.4K
15.5K $436K
EMLP
First Tr Exchange Traded Iv

ETFs
58
+ 0.21%
$30.38 - $34.0 $1.76K - $1.97K
28.2K $946K
XOM
Exxon Mobil Corp

Energy
376
+ 1.78%
$109.72 - $119.0 $41.3K - $44.7K
21.5K $2.52M
SAP
Sap Se

Technology
29
+ 0.96%
$197.21 - $231.0 $5.72K - $6.7K
3.06K $700K
RSP
Invesco S&P 500 Equal Weight E

ETFs
303
+ 13.8%
$162.83 - $179.16 $49.3K - $54.3K
2.5K $447K
FDL
First Tr Morningstar Dividend

ETFs
1.46K
+ 24.51%
$37.66 - $42.06 $55K - $61.4K
7.42K $311K
IAU
Ishares Gold Trust

ETFs
500
+ 4.92%
$44.06 - $50.5 $22K - $25.3K
10.7K $530K
TRP
Tc Energy Corp

Energy
11
+ 0.13%
$37.48 - $47.9 $412 - $527
8.68K $412K
DVY
Ishares Tr

ETFs
1
+ 0.02%
$119.99 - $135.74 $120 - $136
5.39K $728K
VIG
Vanguard Dividend Appreciation

ETFs
543
+ 1.02%
$182.15 - $182.15 $98.9K - $98.9K
53.8K $9.79M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
353
+ 9.52%
$119.93 - $131.26 $42.3K - $46.3K
4.06K $529K
SCHV
Schwab Strategic Tr Us Large C

ETFs
111
+ 1.04%
$73.43 - $80.37 $8.15K - $8.92K
10.8K $867K
FEX
First Tr Large Cap Core Alphde

ETFs
458
+ 11.94%
$94.21 - $104.17 $43.1K - $47.7K
4.3K $447K
HBAN
Huntington Bancshares Inc

Financial Services
474
+ 1.06%
$12.84 - $15.15 $6.09K - $7.18K
45.2K $664K
PPL
Ppl Corp

Utilities
59
+ 0.43%
$27.36 - $33.08 $1.61K - $1.95K
13.7K $451K
IVT
Inven Trust Properties Corp.

Real Estate
882
+ 6.87%
$24.41 - $29.87 $21.5K - $26.3K
13.7K $389K
VT
Vanguard Total World Stk Index

ETFs
386
+ 11.58%
$107.72 - $119.96 $41.6K - $46.3K
3.72K $445K
DUK
Duke Energy Corp

Utilities
204
+ 6.82%
$99.35 - $117.71 $20.3K - $24K
3.19K $368K
MELI
Mercadolibre Inc

Consumer Cyclical
1
+ 0.65%
$1591.44 - $2140.1 $1.59K - $2.14K
156 $319K
VDC
Vanguard Consumer Staples ETF

ETFs
226
+ 22.85%
$201.77 - $221.32 $45.6K - $50K
1.22K $265K
KEY
Keycorp

Financial Services
317
+ 1.38%
$13.95 - $17.34 $4.42K - $5.5K
23.2K $389K
FTLS
First Tr Long/Short Equity ETF

ETFs
689
+ 3.01%
$60.73 - $63.8 $41.8K - $44K
23.6K $1.5M
DEO
Diageo PLC

Consumer Defensive
261
+ 14.45%
$120.02 - $140.77 $31.3K - $36.7K
2.07K $290K
IWR
Ishares Russell Mid Cap ETF

ETFs
9
+ 0.11%
$79.92 - $88.19 $719 - $794
8.56K $754K
NSC
Norfolk Southern Corp

Industrials
5
+ 0.29%
$213.75 - $259.69 $1.07K - $1.3K
1.75K $433K
Activity Summary
Buys All Purchases 304 New Holdings 39 Increased Positions 265 Sells All Sells 175 Reductions 175 Sold out 0 Options Calls 0 Puts 0
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