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
IGRO
Ishares Tr International Divid

ETFs
17
+ 0.29%
$66.91 - $73.87 $1.14K - $1.26K
5.92K $429K
FISV
Fiserv Inc

Technology
214
+ 13.7%
N/A
1.78K $222K
ASML
Asml Holding Nv

Technology
78
+ 9.44%
$662.63 - $776.99 $51.7K - $60.6K
904 $599K
CGXU
Capital Group Intl Focus Equit

ETFs
1.79K
+ 1.9%
$24.48 - $26.59 $43.9K - $47.7K
96.4K $2.36M
DVY
Ishares Tr

ETFs
56
+ 1.05%
$128.58 - $138.1 $7.2K - $7.73K
5.39K $723K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
177
+ 1.81%
$32.74 - $36.2 $5.79K - $6.41K
9.96K $348K
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
15
+ 0.43%
$59.67 - $68.53 $895 - $1.03K
3.5K $231K
AMD
Advanced Micro Devices Inc

Technology
575
+ 25.68%
$96.63 - $129.55 $55.6K - $74.5K
2.81K $289K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
108
+ 2.13%
$73.78 - $76.59 $7.97K - $8.27K
5.19K $397K
OKE
Oneok Inc

Energy
201
+ 7.62%
$89.57 - $109.85 $18K - $22.1K
2.84K $281K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
64
+ 0.13%
$25.35 - $27.46 $1.62K - $1.76K
47.6K $1.26M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
179
+ 3.73%
$49.78 - $53.19 $8.91K - $9.52K
4.98K $254K
APD
Air Products & Chemicals, Inc.

Basic Materials
21
+ 2.91%
$283.24 - $338.07 $5.95K - $7.1K
742 $218K
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.96K
+ 12.11%
$24.91 - $29.02 $124K - $144K
45.9K $1.15M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
10
+ 0.21%
$94.87 - $96.11 $949 - $961
4.8K $460K
VLUE
Ishares Msci Usa Value Factor

ETFs
4
+ 0.07%
$104.89 - $113.56 $420 - $454
5.8K $618K
ARCC
Ares Capital Corp

Financial Services
138
+ 1.01%
$21.28 - $23.81 $2.94K - $3.29K
13.8K $305K
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
168
+ 2.4%
$31.4 - $33.22 $5.28K - $5.58K
7.17K $230K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
47
+ 14.37%
$634.14 - $744.83 $29.8K - $35K
374 $237K
RWL
Invesco Exchange Traded Fd Tr

ETFs
10
+ 0.32%
$96.9 - $104.39 $969 - $1.04K
3.09K $306K
TFLO
Ishares Treasury Floating Rate

ETFs
66
+ 0.71%
$50.48 - $50.68 $3.33K - $3.34K
9.31K $471K
FTA
First Tr Large Cap Value

ETFs
9
+ 0.15%
$74.42 - $80.34 $670 - $723
6.19K $475K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
29
+ 0.4%
$39.96 - $43.3 $1.16K - $1.26K
7.22K $297K
PKI
Perkinelmer Inc

Healthcare
15
+ 0.39%
N/A
3.88K $469K
IVT
Inven Trust Properties Corp.

Real Estate
416
+ 3.11%
$28.36 - $30.77 $11.8K - $12.8K
13.8K $405K
LHX
L3 Harris Technologies, Inc.

Industrials
23
+ 1.01%
$194.65 - $222.86 $4.48K - $5.13K
2.3K $480K
PML
Pimco Municipal Income Fund Ii

Financial Services
94
+ 0.38%
$8.04 - $8.62 $756 - $810
24.6K $199K
RGI
Invesco S&P 500 Equal Weight I

ETFs
152
+ 1.5%
N/A
10.3K $0
Capital Group Dividend Growe
151
+ 1.12%
N/A
13.6K $0
VOOV
Vanguard S&P 500 Value ETF

ETFs
6
+ 0.31%
$179.71 - $192.06 $1.08K - $1.15K
1.95K $359K
Ge Vernova Inc
217
+ 18.61%
N/A
1.38K $0
Innovator Etfs Trust
8.48K
+ 24.33%
N/A
43.3K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
117
+ 4.8%
N/A
2.56K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
1.66K
+ 16.33%
N/A
11.8K $0
Dimensional ETF Trust
7.88K
+ 20.24%
N/A
46.8K $0
Advisors Inner Circle Fd Ii
3.01K
+ 5.45%
N/A
58.3K $0
ILCG
Ishares Morningstar Growth ETF
9
+ 0.12%
N/A
7.23K $0
Labcorp Holdings Inc
13.3K
+ 141.56%
N/A
22.7K $0
Ea Series Trust
1.03K
+ 13.11%
N/A
8.9K $0
Arista Networks Inc
121K
+ 853.4%
N/A
136K $0
Advisors Inner Circle Fd Ii
11.2K
+ 20.93%
N/A
64.7K $0
Blackrock ETF Trust Ii
463
+ 11.75%
N/A
4.4K $0
JGRO
J P Morgan Exchange Traded Fd
747
+ 3.29%
N/A
23.4K $0
Ishares Bitcoin Trust ETF
249
+ 5.27%
N/A
4.97K $0
HEIA
Heico Crp Cl A
450
+ 35.38%
N/A
1.72K $0
Capital Group Core Balanced
19.3K
+ 32.26%
N/A
79.1K $0
Linde PLC
92
+ 19.17%
N/A
572 $0
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
214
+ 4.43%
$51.6 - $58.13 $11K - $12.4K
5.05K $266K
CMCSA
Comcast Corp

Communication Services
173
+ 1.69%
$33.19 - $38.23 $5.74K - $6.61K
10.4K $384K
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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