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
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
217
+ 4.3%
$46.54 - $55.66 $10.1K - $12.1K
5.26K $292K
D
Dominion Energy, Inc

Utilities
387
+ 5.32%
$49.66 - $58.0 $19.2K - $22.4K
7.66K $432K
SPGI
S&P Global Inc.

Financial Services
8
+ 0.85%
$438.31 - $527.29 $3.51K - $4.22K
953 $502K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
275
+ 1.27%
$49.57 - $50.27 $13.6K - $13.8K
21.9K $1.1M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
265
+ 9.79%
$97.29 - $105.63 $25.8K - $28K
2.97K $302K
IXG
Ishares Global Fin'L ETF

ETFs
22
+ 0.98%
$90.79 - $110.82 $2K - $2.44K
2.26K $250K
KR
Kroger CO

Consumer Defensive
22
+ 0.51%
$64.62 - $74.0 $1.42K - $1.63K
4.34K $311K
IR
Ingersoll Rand Inc.

Industrials
112
+ 3.81%
$66.75 - $84.94 $7.48K - $9.51K
3.05K $254K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
12
+ 0.4%
$67.22 - $81.54 $807 - $978
3.01K $245K
FYX
First Tr Small Cap Core Alphad

ETFs
1
+ 0.04%
$79.22 - $97.28 $79.2 - $97.3
2.35K $228K
QCOM
Qualcomm Inc

Technology
16
+ 0.74%
$124.66 - $159.48 $1.99K - $2.55K
2.17K $345K
TRP
Tc Energy Corp

Energy
37
+ 0.53%
$44.48 - $51.4 $1.65K - $1.9K
6.97K $340K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
608
+ 2.96%
$14.97 - $16.79 $9.1K - $10.2K
21.1K $353K
TTE
Total Energies Se

Energy
173
+ 2.2%
N/A
8.02K $550K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
103
+ 2.07%
$45.11 - $52.34 $4.65K - $5.39K
5.09K $266K
WM
Waste Management Inc

Industrials
62
+ 4.82%
$216.47 - $242.1 $13.4K - $15K
1.35K $308K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
9
+ 0.29%
$75.06 - $87.96 $676 - $792
3.09K $271K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
24
+ 0.33%
$36.25 - $42.28 $870 - $1.01K
7.24K $306K
VFMV
Vanguard Wellington Fd

ETFs
15
+ 0.47%
$114.53 - $128.23 $1.72K - $1.92K
3.21K $411K
WSM
Williams Sonoma Inc

Consumer Cyclical
1
+ 0.08%
$137.62 - $174.44 $138 - $174
1.31K $214K
HIG
Hartford Financial Services Group, Inc.

Financial Services
3
+ 0.14%
$109.83 - $131.67 $329 - $395
2.14K $271K
SCHP
Schwab Strategic Us Tips ETF

ETFs
733
+ 0.99%
$26.18 - $26.93 $19.2K - $19.7K
74.8K $2M
EMLP
First Tr Exchange Traded Iv

ETFs
84
+ 0.3%
$33.62 - $37.89 $2.82K - $3.18K
28.5K $1.07M
PSX
Phillips 66

Energy
99
+ 5.6%
$92.87 - $125.73 $9.19K - $12.4K
1.87K $222K
PID
Invesco Exchange Traded Fd Tr

ETFs
130
+ 1.29%
N/A
10.2K $182K
PKI
Perkinelmer Inc

Healthcare
25
+ 0.64%
N/A
3.9K $472K
ROST
Ross Stores, Inc.

Consumer Cyclical
18
+ 0.72%
$126.62 - $154.26 $2.28K - $2.78K
2.52K $321K
FSK
Fs Kkr Capital Corp

Financial Services
192
+ 1.56%
$17.95 - $21.5 $3.45K - $4.13K
12.5K $258K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
5
+ 0.11%
$48.5 - $49.35 $243 - $247
4.62K $227K
VDC
Vanguard Consumer Staples ETF

ETFs
5
+ 0.31%
$204.89 - $224.73 $1.02K - $1.12K
1.61K $352K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
5
+ 0.09%
N/A
5.75K $372K
Advisors Inner Circle Fd Ii
3.64K
+ 7.97%
N/A
49.3K $0
Linde PLC
48
+ 8.39%
N/A
620 $0
Arista Networks Inc
343K
+ 252.7%
N/A
478K $0
Advisors Inner Circle Fd Ii
18.9K
+ 32.34%
N/A
77.2K $0
Capital Group Dividend Growe
243
+ 1.79%
N/A
13.8K $0
Ea Series Trust
48
+ 0.54%
N/A
8.95K $0
Blackrock ETF Trust Ii
3.89K
+ 88.31%
N/A
8.29K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
133
+ 1.13%
N/A
11.9K $0
J P Morgan Exchange Traded F
4K
+ 34.7%
N/A
15.5K $0
ILCG
Ishares Morningstar Growth ETF
8
+ 0.11%
N/A
7.24K $0
Ishares Bitcoin Trust ETF
705
+ 14.18%
N/A
5.68K $0
Capitol Ser Tr
239
+ 1.63%
N/A
14.9K $0
Labcorp Holdings Inc
29
+ 0.13%
N/A
22.7K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
2.06K
+ 19.99%
N/A
12.3K $0
Capital Group Core Balanced
10.9K
+ 13.75%
N/A
90K $0
Dimensional ETF Trust
10K
+ 21.36%
N/A
56.8K $0
LDUR
Pimco Enhanced Low Duration Ac

ETFs
9
+ 0.19%
$94.78 - $95.97 $853 - $864
4.81K $460K
CGMU
Capital Group Core Plus Income
108
+ 0.83%
N/A
13.1K $0
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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