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
CFA
Victory Portfolios Ii Shs Us 5

ETFs
6
+ 0.2%
$81.8 - $88.86 $491 - $533
3.08K $260K
AME
Ametek Inc

Industrials
67
+ 3.9%
$170.39 - $190.43 $11.4K - $12.8K
1.78K $307K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
9
+ 0.3%
$74.34 - $81.0 $669 - $729
3K $227K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
151
+ 2.8%
$45.21 - $50.33 $6.83K - $7.6K
5.54K $253K
GS
Goldman Sachs Group Inc

Financial Services
55
+ 4.01%
$524.81 - $672.19 $28.9K - $37K
1.43K $779K
LOW
Lowes Companies Inc

Consumer Cyclical
125
+ 4.68%
$222.66 - $268.42 $27.8K - $33.6K
2.8K $652K
XAR
Spdr S&P Aerospace & Defense E

ETFs
288
+ 2.77%
$157.71 - $180.77 $45.4K - $52.1K
10.7K $1.72M
FEX
First Tr Large Cap Core Alphde

ETFs
3
+ 0.07%
$99.27 - $109.89 $298 - $330
4.3K $440K
FIW
First Trust Water ETF

ETFs
50
+ 0.49%
$99.48 - $106.74 $4.97K - $5.34K
10.3K $1.04M
SPYG
Spdr Portfolio

ETFs
182
+ 5.58%
$80.05 - $92.39 $14.6K - $16.8K
3.45K $276K
PRU
Prudential Financial Inc

Financial Services
15
+ 0.77%
$105.04 - $122.33 $1.58K - $1.83K
1.96K $218K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.63K
+ 3.97%
$21.23 - $23.75 $34.6K - $38.8K
42.7K $919K
BAC
Bank Of America Corp

Financial Services
303
+ 2.64%
$39.61 - $47.74 $12K - $14.5K
11.8K $491K
HON
Honeywell International Inc

Industrials
133
+ 4.53%
$202.75 - $226.52 $27K - $30.1K
3.07K $649K
IWR
Ishares Russell Mid Cap ETF

ETFs
180
+ 2.1%
$82.81 - $92.93 $14.9K - $16.7K
8.75K $744K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
6
+ 0.26%
$120.24 - $134.3 $721 - $806
2.31K $281K
IR
Ingersoll Rand Inc.

Industrials
147
+ 5.26%
$79.44 - $94.23 $11.7K - $13.9K
2.94K $235K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
19
+ 0.42%
$96.88 - $111.25 $1.84K - $2.11K
4.52K $451K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
3
+ 0.18%
$147.38 - $176.39 $442 - $529
1.68K $254K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
8
+ 0.25%
$96.93 - $109.51 $775 - $876
3.21K $314K
SOXX
Ishares Semiconductor ETF

ETFs
54
+ 4.74%
$188.17 - $235.81 $10.2K - $12.7K
1.19K $224K
DFAS
Dimensional ETF Tr U S Small C

ETFs
640
+ 5.74%
$58.81 - $68.2 $37.6K - $43.6K
11.8K $704K
SHOP
Shopify Inc.

Technology
25
+ 1.05%
$90.59 - $129.31 $2.26K - $3.23K
2.4K $229K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
80
+ 3.88%
$221.78 - $273.45 $17.7K - $21.9K
2.14K $487K
AXON
Axon Enterprise, Inc.

Industrials
22
+ 4.31%
$496.65 - $710.01 $10.9K - $15.6K
532 $279K
TT
Trane Technologies PLC

Industrials
37
+ 3.25%
$332.0 - $400.86 $12.3K - $14.8K
1.17K $395K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.06%
$302.31 - $337.54 $302 - $338
1.65K $507K
KEY
Keycorp

Financial Services
45
+ 0.19%
$15.15 - $18.3 $682 - $824
23.3K $373K
ACN
Accenture PLC

Technology
27
+ 2.88%
$300.91 - $398.25 $8.12K - $10.8K
963 $300K
FNDA
Schwab Fundamental U S Small C

ETFs
1.04K
+ 4.07%
$26.87 - $30.99 $27.9K - $32.1K
26.5K $725K
DHR
Danaher Corp

Healthcare
48
+ 2.93%
$201.62 - $250.59 $9.68K - $12K
1.69K $345K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
59
+ 3.38%
$203.38 - $274.79 $12K - $16.2K
1.81K $371K
ITB
Ishares Tr

ETFs
84
+ 1.64%
$93.86 - $111.45 $7.88K - $9.36K
5.2K $495K
PH
Parker Hannifin Corp

Industrials
5
+ 0.35%
$591.65 - $707.05 $2.96K - $3.54K
1.45K $880K
AXP
American Express CO

Financial Services
76
+ 3.53%
$255.39 - $325.87 $19.4K - $24.8K
2.23K $600K
CAT
Caterpillar Inc

Industrials
44
+ 2.69%
$326.75 - $407.63 $14.4K - $17.9K
1.68K $554K
RWK
Invesco Exchange Traded Fd Tr

ETFs
18
+ 0.32%
$106.43 - $123.29 $1.92K - $2.22K
5.62K $606K
ROST
Ross Stores, Inc.

Consumer Cyclical
76
+ 3.13%
$123.3 - $154.95 $9.37K - $11.8K
2.51K $320K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.07%
$307.43 - $357.48 $307 - $357
1.42K $437K
HD
Home Depot, Inc.

Consumer Cyclical
50
+ 1.65%
$347.25 - $424.87 $17.4K - $21.2K
3.09K $1.13M
IWP
Ishares Russell Mid Cap Growth

ETFs
9
+ 0.14%
$114.9 - $139.6 $1.03K - $1.26K
6.44K $757K
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.11%
$360.07 - $417.26 $720 - $835
1.82K $655K
FPX
First Trust Us Equity Opportun

ETFs
137
+ 1.18%
$106.21 - $143.53 $14.6K - $19.7K
11.8K $1.32M
DIS
Walt Disney CO

Communication Services
254
+ 3.12%
$96.87 - $114.0 $24.6K - $29K
8.41K $829K
BX
Blackstone Inc.

Financial Services
793
+ 13.68%
$136.53 - $186.74 $108K - $148K
6.59K $920K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
3.84K
+ 4.13%
$31.63 - $35.22 $122K - $135K
96.8K $3.09M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
47
+ 1.19%
$211.47 - $267.17 $9.94K - $12.6K
3.99K $843K
ORCL
Oracle Corp

Technology
52
+ 0.98%
$139.81 - $186.47 $7.27K - $9.7K
5.38K $752K
IOO
Ishares Tr Global 100 ETF

ETFs
809
+ 1.67%
$96.2 - $105.12 $77.8K - $85K
49.2K $4.74M
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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