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
JGRO
J P Morgan Exchange Traded Fd
14.1K
+ 60.03%
N/A
37.5K $0
PRU
Prudential Financial Inc

Financial Services
69
+ 3.52%
$95.12 - $112.71 $6.56K - $7.78K
2.03K $217K
AMGN
Amgen Inc

Healthcare
640
+ 11.48%
$262.28 - $309.85 $168K - $198K
6.22K $1.74M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
179
+ 12.89%
$196.72 - $266.32 $35.2K - $47.7K
1.57K $361K
ACN
Accenture PLC

Technology
30
+ 3.12%
$279.23 - $323.21 $8.38K - $9.7K
993 $296K
ITB
Ishares Tr

ETFs
61
+ 1.17%
$85.52 - $96.61 $5.22K - $5.89K
5.26K $490K
SHEL
Shell PLC

Energy
338
+ 3.44%
$59.75 - $73.05 $20.2K - $24.7K
10.2K $715K
TIP
Ishares Tr Tips Bd ETF

ETFs
22
+ 0.3%
$107.93 - $110.97 $2.37K - $2.44K
7.41K $815K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1
+ 0.01%
$48.13 - $49.85 $48.1 - $49.9
9.03K $442K
NOC
Northrop Grumman Corp

Industrials
79
+ 2.1%
$456.3 - $540.39 $36K - $42.7K
3.85K $1.92M
RIG
Transocean Ltd.

Energy
92
+ 0.48%
$2.13 - $3.32 $196 - $305
19.1K $49K
PAYX
Paychex Inc

Industrials
41
+ 2.11%
$137.01 - $159.78 $5.62K - $6.55K
1.98K $288K
ALB
Albemarle Corp

Basic Materials
305
+ 9.49%
$50.76 - $72.25 $15.5K - $22K
3.52K $220K
VZ
Verizon Communications Inc

Communication Services
374
+ 2.56%
$41.67 - $45.62 $15.6K - $17.1K
15K $649K
PML
Pimco Municipal Income Fund Ii

Financial Services
104
+ 0.42%
$7.29 - $8.14 $758 - $847
24.7K $184K
FDX
Fedex Corp

Industrials
33
+ 2.24%
$198.07 - $245.17 $6.54K - $8.09K
1.51K $342K
FDL
First Tr Morningstar Dividend

ETFs
288
+ 1.53%
$38.19 - $43.19 $11K - $12.4K
19.1K $800K
EXC
Exelon Corp

Utilities
27
+ 0.35%
$42.2 - $47.37 $1.14K - $1.28K
7.75K $336K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
199
+ 2.06%
$45.07 - $52.57 $8.97K - $10.5K
9.86K $481K
COP
Conocophillips

Energy
330
+ 9.8%
$82.66 - $106.1 $27.3K - $35K
3.7K $331K
LOW
Lowes Companies Inc

Consumer Cyclical
39
+ 1.39%
$210.83 - $235.28 $8.22K - $9.18K
2.84K $629K
PG
Procter & Gamble CO

Consumer Defensive
417
+ 5.06%
$157.66 - $172.39 $65.7K - $71.9K
8.66K $1.38M
AZN
Astrazeneca PLC

Healthcare
90
+ 1.0%
$64.87 - $75.0 $5.84K - $6.75K
9.05K $632K
PPL
Ppl Corp

Utilities
54
+ 0.39%
$33.45 - $36.5 $1.81K - $1.97K
13.9K $469K
HDV
Ishares Core High Dividend ETF

ETFs
12
+ 0.14%
$108.41 - $120.51 $1.3K - $1.45K
8.83K $1.03M
PEP
Pepsico Inc

Consumer Defensive
193
+ 4.41%
$128.02 - $151.37 $24.7K - $29.2K
4.57K $603K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
425
+ 6.96%
$99.37 - $134.05 $42.2K - $57K
6.53K $740K
PGR
Progressive Corp

Financial Services
114
+ 1.48%
$255.27 - $288.74 $29.1K - $32.9K
7.79K $2.08M
NEE
Nextera Energy Inc

Utilities
9.18K
+ 1.77%
$64.11 - $75.0 $589K - $689K
528K $36.7M
JNJ
Johnson & Johnson

Healthcare
46
+ 0.43%
$146.36 - $159.82 $6.73K - $7.35K
10.7K $1.63M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.12K
+ 7.15%
$483.48 - $539.8 $540K - $602K
16.7K $8.12M
XOM
Exxon Mobil Corp

Energy
316
+ 1.34%
$99.93 - $119.04 $31.6K - $37.6K
23.9K $2.57M
TMUS
T Mobile Us, Inc.

Communication Services
171
+ 0.64%
$220.99 - $268.54 $37.8K - $45.9K
26.9K $6.41M
UNH
Unitedhealth Group Inc

Healthcare
8
+ 0.22%
$274.35 - $599.47 $2.19K - $4.8K
3.67K $1.14M
AAPL
Apple Inc.

Technology
13.1K
+ 2.9%
$172.42 - $223.89 $2.26M - $2.93M
465K $95.3M
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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