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
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
2.56K
+ 14.31%
$15.5 - $20.28 $39.6K - $51.8K
20.4K $413K
RWL
Invesco Exchange Traded Fd Tr

ETFs
569
+ 18.43%
$89.02 - $104.29 $50.7K - $59.3K
3.66K $381K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
1K
+ 8.24%
$47.29 - $53.34 $47.4K - $53.5K
13.2K $693K
IFRA
Ishares Tr

ETFs
100
+ 0.61%
$40.97 - $49.19 $4.1K - $4.92K
16.5K $809K
IYC
Ishares U.S. Consumer Discreti

ETFs
9
+ 0.14%
$79.19 - $99.64 $713 - $897
6.32K $629K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.09K
+ 6.28%
$22.54 - $23.17 $69.5K - $71.5K
52.2K $1.2M
PJAN
Innovator U.S. Equity Power Bu

ETFs
1.27K
+ 22.86%
$38.7 - $44.05 $49.1K - $55.9K
6.82K $300K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
93
+ 0.32%
$17.76 - $22.1 $1.65K - $2.06K
29.5K $651K
PFE
Pfizer Inc

Healthcare
3.72K
+ 19.33%
$21.59 - $24.84 $80.4K - $92.5K
23K $556K
IGF
Ishares Global Infrastructure

ETFs
221
+ 1.78%
$50.55 - $59.83 $11.2K - $13.2K
12.6K $748K
T
At&T Inc.

Communication Services
1.31K
+ 3.38%
$26.33 - $28.94 $34.5K - $37.9K
40K $1.16M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
2.57K
+ 2.66%
$28.02 - $32.37 $72K - $83.2K
99.4K $3.16M
KXI
Ishares Tr Global Consumer Sta

ETFs
630
+ 3.87%
$60.73 - $67.45 $38.3K - $42.5K
16.9K $1.11M
MOTI
Vaneck Morningstar Internation

ETFs
1.13K
+ 6.75%
$30.01 - $34.75 $33.8K - $39.1K
17.8K $617K
DVYE
Ishares Emerging Markets Divid

ETFs
300
+ 0.78%
$23.95 - $29.03 $7.19K - $8.71K
38.6K $1.11M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
13
+ 1.53%
$299.15 - $396.54 $3.89K - $5.16K
861 $341K
RSP
Invesco S&P 500 Equal Weight E

ETFs
64
+ 1.18%
$152.93 - $181.74 $9.79K - $11.6K
5.5K $999K
FEP
First Trust Europe Alphadex Fu

ETFs
103
+ 1.42%
$36.11 - $47.8 $3.72K - $4.92K
7.35K $351K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
31
+ 0.17%
$29.12 - $35.84 $903 - $1.11K
18.8K $672K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
282
+ 4.04%
$72.32 - $86.4 $20.4K - $24.4K
7.26K $627K
IVE
Ishares S&P 500 Value ETF

ETFs
172
+ 4.23%
$168.34 - $195.42 $29K - $33.6K
4.24K $828K
RWK
Invesco Exchange Traded Fd Tr

ETFs
21
+ 0.37%
$94.8 - $117.22 $1.99K - $2.46K
5.64K $659K
RXI
Ishares Tr

ETFs
35
+ 0.81%
$157.03 - $192.24 $5.5K - $6.73K
4.35K $819K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
202
+ 2.37%
$19.5 - $30.4 $3.94K - $6.14K
8.72K $255K
SHOP
Shopify Inc.

Technology
36
+ 1.5%
$76.89 - $115.35 $2.77K - $4.15K
2.44K $280K
VT
Vanguard Total World Stk Index

ETFs
30
+ 0.86%
$103.16 - $128.52 $3.09K - $3.86K
3.52K $452K
EBLU
Ecofin Global Water Esg Fund

ETFs
66
+ 0.76%
$51.6 - $52.91 $3.41K - $3.49K
8.75K $463K
SYK
Stryker Corp

Healthcare
20
+ 1.3%
$337.37 - $395.63 $6.75K - $7.91K
1.56K $616K
FNDF
Schwab Fundamental Intl Large

ETFs
10
+ 0.09%
$32.25 - $40.02 $323 - $400
11.2K $448K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
167
+ 1.35%
$32.86 - $40.05 $5.49K - $6.69K
12.5K $496K
IGRO
Ishares Tr International Divid

ETFs
41
+ 0.69%
$66.32 - $80.17 $2.72K - $3.29K
5.96K $470K
IYE
Ishares Tr

ETFs
1.94K
+ 16.83%
$40.36 - $49.67 $78.2K - $96.2K
13.4K $608K
URTH
Ishares Msci World ETF

ETFs
111
+ 8.48%
$136.3 - $169.38 $15.1K - $18.8K
1.42K $240K
CME
Cme Group Inc.

Financial Services
89
+ 5.82%
$252.37 - $290.71 $22.5K - $25.9K
1.62K $445K
KEY
Keycorp

Financial Services
288
+ 1.23%
$13.23 - $17.42 $3.81K - $5.02K
23.6K $411K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
8
+ 0.25%
$86.93 - $109.64 $695 - $877
3.21K $352K
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
68
+ 1.94%
$60.05 - $75.31 $4.08K - $5.12K
3.57K $268K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
13
+ 0.29%
$86.05 - $107.7 $1.12K - $1.4K
4.53K $487K
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.1%
$290.42 - $364.35 $290 - $364
982 $355K
PSA
Public Storage

Real Estate
135
+ 19.94%
$266.31 - $309.77 $36K - $41.8K
812 $238K
IJS
Ishares S&P Smallcap 600 Value

ETFs
251
+ 5.25%
$83.54 - $100.04 $21K - $25.1K
5.03K $500K
FEX
First Tr Large Cap Core Alphde

ETFs
2
+ 0.05%
$90.17 - $109.96 $180 - $220
4.3K $473K
SO
Southern CO

Utilities
357
+ 10.21%
$84.91 - $92.56 $30.3K - $33K
3.85K $353K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
6
+ 0.26%
$108.06 - $135.3 $648 - $812
2.32K $313K
VNQ
Vanguard Specialized Funds Van

ETFs
754
+ 3.06%
$79.79 - $91.42 $60.2K - $68.9K
25.4K $2.26M
IWN
Ishares Russell2000 Val ETF

ETFs
52
+ 1.71%
$131.84 - $157.76 $6.86K - $8.2K
3.1K $489K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
278
+ 4.23%
$36.36 - $41.4 $10.1K - $11.5K
6.85K $283K
PHO
Invesco Exchange Traded Fd Tr

ETFs
32
+ 0.67%
$58.13 - $69.92 $1.86K - $2.24K
4.78K $334K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
227
+ 3.4%
$27.79 - $34.16 $6.31K - $7.75K
6.91K $235K
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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