Signature Estate & Investment Advisors LLC New Holdings in Q4 2024

Signature Estate & Investment Advisors LLC

  • $3.94 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLY
Select Sector Spdr Consumer Di

ETFs
206K
New
$194.8 - $239.43 $40.1M - $49.3M
206K $46.2M
EFG
Msci Eafe Growth ETF

ETFs
208K
New
$96.83 - $106.88 $20.1M - $22.2M
208K $20.1M
SOTK
Sono Tek Corp

Technology
773K
New
$4.01 - $4.89 $3.1M - $3.78M
773K $3.1M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
35.5K
New
$50.62 - $50.97 $1.8M - $1.81M
35.5K $1.8M
WYNN
Wynn Resorts LTD

Consumer Cyclical
17.5K
New
$84.3 - $106.41 $1.48M - $1.87M
17.5K $1.51M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
47.6K
New
$26.16 - $28.82 $1.24M - $1.37M
47.6K $1.25M
DUHP
Dimensional ETF Tr Dimensional

ETFs
33.6K
New
$33.62 - $35.69 $1.13M - $1.2M
33.6K $1.13M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
32K
New
$31.29 - $32.43 $1M - $1.04M
32K $1.02M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
22.6K
New
$45.07 - $47.1 $1.02M - $1.06M
22.6K $1.02M
DFAT
Dimensional ETF Tr U S Target

ETFs
17.6K
New
$54.54 - $61.04 $959K - $1.07M
17.6K $978K
DFAS
Dimensional ETF Tr U S Small C

ETFs
11.2K
New
$63.58 - $71.15 $709K - $794K
11.2K $726K
EFV
Msci Eafe Value ETF

ETFs
10.3K
New
$51.78 - $57.15 $534K - $589K
10.3K $540K
BSTP
Innovator Etfs Tr Buffer Step

ETFs
16.2K
New
$32.41 - $33.9 $524K - $549K
16.2K $537K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.97K
New
$49.03 - $53.35 $391K - $425K
7.97K $408K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
8.97K
New
$39.78 - $41.04 $357K - $368K
8.97K $363K
ISRG
Intuitive Surgical Inc

Healthcare
658
New
$471.27 - $550.62 $310K - $362K
658 $343K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
3.7K
New
$79.95 - $89.42 $296K - $331K
3.7K $309K
UAL
United Airlines Holdings, Inc.

Industrials
3.09K
New
$55.62 - $102.44 $172K - $317K
3.09K $300K
ARCC
Ares Capital Corp

Financial Services
13.7K
New
$20.74 - $22.27 $284K - $304K
13.7K $299K
MGM
Mgm Resorts International

Consumer Cyclical
7.94K
New
$33.44 - $41.99 $265K - $333K
7.94K $275K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
4.83K
New
$54.63 - $62.03 $264K - $300K
4.83K $267K
MBB
Ishares Tr

ETFs
2.88K
New
$91.26 - $95.82 $262K - $275K
2.88K $263K
SHOP
Shopify Inc.

Technology
2.37K
New
$78.14 - $119.49 $186K - $284K
2.37K $252K
MGV
Vanguard Mega Cap Value

ETFs
1.93K
New
$124.06 - $133.48 $239K - $257K
1.93K $240K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
3.36K
New
$63.19 - $73.31 $212K - $246K
3.36K $230K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
6.54K
New
$34.04 - $35.66 $223K - $233K
6.54K $224K
PLTR
Palantir Technologies Inc.

Technology
2.93K
New
$36.46 - $82.38 $107K - $241K
2.93K $221K
CHTR
Charter Communications, Inc.

Communication Services
608
New
$315.38 - $408.02 $192K - $248K
608 $208K
IYW
Ishares Dj Us Tech ETF

ETFs
1.3K
New
$148.14 - $166.23 $192K - $216K
1.3K $207K
CW
Curtiss Wright Corp

Industrials
579
New
$335.08 - $389.49 $194K - $226K
579 $205K
FTXR
First Tr ETF Vi Nasdaq Transn

ETFs
5.91K
New
$31.2 - $37.11 $184K - $219K
5.91K $203K
POCT
Innovator U.S. Equity Power Bu

ETFs
5.12K
New
$38.63 - $40.03 $198K - $205K
5.12K $202K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
1.58K
New
$120.76 - $140.58 $191K - $222K
1.58K $201K
PANW
Palo Alto Networks Inc

Technology
1.11K
New
$181.96 - $405.9 $202K - $451K
1.11K $201K
CLF
Cleveland Cliffs Inc.

Basic Materials
10.8K
New
$9.24 - $13.94 $100K - $151K
10.8K $101K
Ul Solutions Inc
4.02K
New
N/A
4.02K $0
American Rebel Holdings Inc
25K
New
N/A
25K $0
Advisors Inner Circle Fd Ii
55.3K
New
N/A
55.3K $0
Advisors Inner Circle Fd Ii
45.7K
New
N/A
45.7K $0
Capital Grp Fixed Incm ETF T
170K
New
N/A
170K $0
Curbline Pptys Corp
8.63K
New
N/A
8.63K $0
Blackrock ETF Trust Ii
3.94K
New
N/A
3.94K $0
Arista Networks Inc
14.2K
New
N/A
14.2K $0
Ea Series Trust
7.87K
New
N/A
7.87K $0
Innovator Etfs Trust
34.9K
New
N/A
34.9K $0
Advisors Inner Circle Fd Ii
47.9K
New
N/A
47.9K $0
Advisors Inner Circle Fd Ii
35.8K
New
N/A
35.8K $0
Ishares Bitcoin Trust ETF
4.72K
New
N/A
4.72K $0
Advisors Inner Circle Fd Ii
53.5K
New
N/A
53.5K $0
Activity Summary
Buys All Purchases 344 New Holdings 51 Increased Positions 293 Sells All Sells 165 Reductions 165 Sold out 0 Options Calls 0 Puts 0
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