Signature Estate & Investment Advisors LLC Incresed Positions in Q4 2024

Signature Estate & Investment Advisors LLC

  • $3.94 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TJX
Tjx Companies Inc

Consumer Cyclical
51
+ 1.88%
$112.15 - $127.2 $5.72K - $6.49K
2.76K $333K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
180
+ 0.71%
N/A
25.6K $2.2M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
129
+ 2.95%
$103.6 - $112.52 $13.4K - $14.5K
4.5K $471K
VPU
Vanguard Utilities ETF

ETFs
259
+ 9.07%
$160.52 - $179.11 $41.6K - $46.4K
3.12K $509K
ROST
Ross Stores, Inc.

Consumer Cyclical
50
+ 2.1%
$138.59 - $156.61 $6.93K - $7.83K
2.43K $367K
AON
Aon PLC

Financial Services
5
+ 0.76%
$344.14 - $393.31 $1.72K - $1.97K
664 $238K
KEY
Keycorp

Financial Services
91
+ 0.39%
$16.21 - $19.97 $1.48K - $1.82K
23.3K $399K
APD
Air Products & Chemicals, Inc.

Basic Materials
49
+ 7.29%
$285.5 - $335.62 $14K - $16.4K
721 $209K
ALL
Allstate Corp

Financial Services
18
+ 1.09%
$181.25 - $208.2 $3.26K - $3.75K
1.67K $322K
VT
Vanguard Total World Stk Index

ETFs
150
+ 4.03%
$117.09 - $123.07 $17.6K - $18.5K
3.87K $454K
WELL
Welltower Inc.

Real Estate
89
+ 5.17%
$123.11 - $139.3 $11K - $12.4K
1.81K $228K
RDVY
First Trust Rising Dividend Ac

ETFs
151
+ 0.84%
$58.65 - $64.37 $8.86K - $9.72K
18K $1.07M
TXN
Texas Instruments Inc

Technology
44
+ 2.26%
N/A
1.99K $387K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
521
+ 4.1%
$19.38 - $19.58 $10.1K - $10.2K
13.2K $256K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
133
+ 0.82%
$61.68 - $67.87 $8.2K - $9.03K
16.3K $1.02M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
284
+ 6.28%
$51.09 - $55.27 $14.5K - $15.7K
4.8K $245K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
7
+ 0.3%
$124.61 - $133.96 $872 - $938
2.31K $296K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
40
+ 0.75%
$46.53 - $49.91 $1.86K - $2K
5.39K $259K
D
Dominion Energy, Inc

Utilities
665
+ 9.09%
$52.63 - $60.92 $35K - $40.5K
7.98K $429K
IXG
Ishares Global Fin'L ETF

ETFs
23
+ 0.86%
$93.25 - $101.72 $2.14K - $2.34K
2.7K $259K
SPMD
Spdr Portfolio

ETFs
88
+ 2.09%
$54.13 - $59.56 $4.76K - $5.24K
4.3K $235K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.06K
+ 2.51%
$22.39 - $23.45 $23.8K - $24.9K
43.3K $995K
WCN
Waste Connections, Inc.

Industrials
466
+ 4.36%
$171.06 - $193.25 $79.7K - $90.1K
11.2K $1.92M
SYK
Stryker Corp

Healthcare
18
+ 1.23%
$345.14 - $392.15 $6.21K - $7.06K
1.48K $531K
IWR
Ishares Russell Mid Cap ETF

ETFs
8
+ 0.09%
$87.25 - $95.52 $698 - $764
8.57K $757K
FISV
Fiserv Inc

Technology
20
+ 1.3%
N/A
1.56K $195K
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
160
+ 2.34%
$31.59 - $32.95 $5.05K - $5.27K
7K $224K
FEX
First Tr Large Cap Core Alphde

ETFs
4
+ 0.09%
$103.29 - $112.88 $413 - $452
4.3K $448K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
233
+ 4.81%
$74.5 - $78.37 $17.4K - $18.3K
5.08K $379K
Jacobs Solutions Inc
583
+ 4.46%
N/A
13.6K $0
Inovio Pharmaceuticals Inc
152
+ 1.4%
N/A
11K $0
Linde PLC
60
+ 14.29%
N/A
480 $0
Dimensional ETF Trust
31.9K
+ 452.08%
N/A
38.9K $0
Labcorp Holdings Inc
281
+ 3.09%
N/A
9.38K $0
Capital Group Dividend Growe
133
+ 1.0%
N/A
13.4K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
15
+ 0.62%
N/A
2.44K $0
Ge Vernova Inc
8
+ 0.69%
N/A
1.17K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
560
+ 5.85%
N/A
10.1K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
48
+ 0.48%
N/A
10.2K $0
URTH
Ishares Msci World ETF

ETFs
9
+ 0.69%
$153.73 - $162.67 $1.38K - $1.46K
1.31K $203K
Capital Group Core Balanced
28.9K
+ 93.62%
N/A
59.8K $0
CFA
Victory Portfolios Ii Shs Us 5

ETFs
12
+ 0.39%
$84.54 - $91.18 $1.01K - $1.09K
3.08K $261K
DELL
Dell Technologies Inc.

Technology
36
+ 1.95%
$111.96 - $144.21 $4.03K - $5.19K
1.88K $216K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
106
+ 1.06%
$40.97 - $42.66 $4.34K - $4.52K
10.2K $420K
WM
Waste Management Inc

Industrials
29
+ 2.34%
$201.79 - $228.46 $5.85K - $6.63K
1.27K $255K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
6
+ 0.19%
$68.71 - $73.91 $412 - $443
3.11K $214K
PRU
Prudential Financial Inc

Financial Services
14
+ 0.73%
$114.59 - $129.52 $1.6K - $1.81K
1.95K $230K
IBM
International Business Machines Corp

Technology
29
+ 0.37%
$204.9 - $238.04 $5.94K - $6.9K
7.77K $1.71M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
9
+ 0.19%
$94.79 - $95.69 $853 - $861
4.79K $454K
Activity Summary
Buys All Purchases 344 New Holdings 51 Increased Positions 293 Sells All Sells 165 Reductions 165 Sold out 0 Options Calls 0 Puts 0
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