Signature Estate & Investment Advisors LLC New Holdings in Q3 2024

Signature Estate & Investment Advisors LLC

  • $4.32 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
775K
New
$100.75 - $111.62 $78.1M - $86.5M
775K $84.7M
STZ
Constellation Brands, Inc.

Consumer Defensive
8.28K
New
$236.42 - $259.82 $1.96M - $2.15M
8.28K $2.13M
HSY
Hershey CO

Consumer Defensive
1.93K
New
$182.45 - $203.25 $351K - $391K
1.93K $369K
DFSD
Dimensional ETF Tr Short Durat

ETFs
7K
New
$47.0 - $47.84 $329K - $335K
7K $334K
FNB
Fnb Corp

Financial Services
23.1K
New
$13.41 - $15.55 $310K - $359K
23.1K $325K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
298
New
$1024.09 - $1201.76 $305K - $358K
298 $313K
ACN
Accenture PLC

Technology
862
New
$295.44 - $355.81 $255K - $307K
862 $304K
IR
Ingersoll Rand Inc.

Industrials
2.72K
New
$86.9 - $100.4 $237K - $273K
2.72K $267K
KJUL
Innovator U.S. Small Cap Power

Technology
8.72K
New
$27.38 - $29.23 $239K - $255K
8.72K $253K
KNSL
Kinsale Capital Group, Inc.

Financial Services
518
New
$370.41 - $491.09 $192K - $254K
518 $241K
VFMV
Vanguard Wellington Fd

ETFs
1.95K
New
$113.29 - $121.87 $221K - $238K
1.95K $237K
PSA
Public Storage

Real Estate
639
New
$283.13 - $365.01 $181K - $233K
639 $232K
AON
Aon PLC

Financial Services
659
New
$293.16 - $351.06 $193K - $231K
659 $228K
REET
Ishares Global Reit ETF

ETFs
8.51K
New
$23.07 - $27.17 $196K - $231K
8.51K $227K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
4.9K
New
$39.15 - $46.02 $192K - $226K
4.9K $224K
TOWN
Towne Bank (Va)

Financial Services
6.73K
New
$26.78 - $34.85 $180K - $234K
6.73K $222K
ALB
Albemarle Corp

Basic Materials
2.33K
New
$72.85 - $100.09 $170K - $233K
2.33K $220K
WELL
Welltower Inc.

Real Estate
1.72K
New
$104.0 - $129.74 $179K - $223K
1.72K $220K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
3.1K
New
$63.5 - $69.79 $197K - $217K
3.1K $216K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
1.33K
New
$141.31 - $161.48 $188K - $214K
1.33K $213K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
4K
New
$51.78 - $52.98 $207K - $212K
4K $211K
AXON
Axon Enterprise, Inc.

Industrials
525
New
$286.16 - $399.6 $150K - $210K
525 $209K
TGT
Target Corp

Consumer Defensive
1.34K
New
$133.47 - $159.25 $179K - $214K
1.34K $209K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.46K
New
$125.95 - $142.04 $183K - $207K
1.46K $206K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.31K
New
$128.47 - $280.94 $169K - $369K
1.31K $203K
FYX
First Tr Small Cap Core Alphad

ETFs
2.04K
New
$89.32 - $100.62 $183K - $206K
2.04K $203K
URTH
Ishares Msci World ETF

ETFs
1.3K
New
$140.68 - $156.99 $183K - $204K
1.3K $203K
FDIS
Fidelity Covington Tr Msci Con

ETFs
2.29K
New
$75.81 - $88.73 $173K - $203K
2.29K $202K
NWFL
Norwood Financial Corp

Financial Services
7.27K
New
$23.58 - $29.49 $171K - $214K
7.27K $200K
APD
Air Products & Chemicals, Inc.

Basic Materials
672
New
$247.34 - $300.11 $166K - $202K
672 $200K
ENTX
Entera Bio Ltd.

Healthcare
47.3K
New
$1.48 - $2.14 $70K - $101K
47.3K $89K
Linde PLC
420
New
N/A
420 $0
Amentum Holdings Inc
13.1K
New
N/A
13.1K $0
American Rebel Holdings Inc
218K
New
N/A
218K $0
Canadian Pacific Kansas City
2.47K
New
N/A
2.47K $0
Dimensional ETF Trust
7.05K
New
N/A
7.05K $0
Ge Vernova Inc
1.16K
New
N/A
1.16K $0
Site Ctrs Corp
4.31K
New
N/A
4.31K $0
Activity Summary
Buys All Purchases 304 New Holdings 39 Increased Positions 265 Sells All Sells 175 Reductions 175 Sold out 0 Options Calls 0 Puts 0
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