Signature Estate & Investment Advisors LLC New Holdings in Q2 2025

Signature Estate & Investment Advisors LLC

  • $4.21 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLC
Select Sector Spdr Tr Communic

ETFs
360K
New
$86.13 - $108.53 $31M - $39.1M
360K $39.1M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
232K
New
$45.98 - $56.15 $10.7M - $13M
232K $13M
LNG
Cheniere Energy, Inc.

Energy
42.2K
New
$197.25 - $244.33 $8.32M - $10.3M
42.2K $10.3M
HAS
Hasbro, Inc.

Consumer Cyclical
99.2K
New
$50.71 - $73.82 $5.03M - $7.32M
99.2K $7.32M
BSX
Boston Scientific Corp

Healthcare
65.8K
New
$89.7 - $107.41 $5.9M - $7.06M
65.8K $7.06M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
36.8K
New
$55.57 - $62.73 $2.04M - $2.31M
36.8K $2.27M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
45.3K
New
$36.01 - $45.69 $1.63M - $2.07M
45.3K $2.07M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
97.6K
New
$19.78 - $21.29 $1.93M - $2.08M
97.6K $2.02M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
42.9K
New
$31.29 - $38.89 $1.34M - $1.67M
42.9K $1.67M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
8.81K
New
$56.84 - $65.5 $501K - $577K
8.81K $577K
CTAS
Cintas Corp

Industrials
2.27K
New
$190.11 - $227.66 $431K - $517K
2.27K $505K
UITB
Usaa ETF Tr Core Intermediate

ETFs
10.3K
New
$45.95 - $47.33 $474K - $489K
10.3K $485K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
3.43K
New
$101.69 - $139.02 $349K - $477K
3.43K $477K
APP
App Lovin Corp

Technology
1.3K
New
$219.37 - $417.89 $285K - $542K
1.3K $454K
AFMC
First Tr Exchange Traded Fd Vi

ETFs
14.1K
New
$26.97 - $32.13 $381K - $454K
14.1K $453K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
9.95K
New
$34.34 - $40.99 $342K - $408K
9.95K $405K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.29K
New
$50.36 - $50.68 $367K - $369K
7.29K $369K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
6.52K
New
$50.09 - $51.09 $326K - $333K
6.52K $332K
PANW
Palo Alto Networks Inc

Technology
1.57K
New
$152.44 - $204.64 $239K - $321K
1.57K $321K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
4.28K
New
$53.75 - $67.21 $230K - $288K
4.28K $283K
C
Citigroup Inc

Financial Services
3.01K
New
$58.13 - $85.12 $175K - $256K
3.01K $255K
DELL
Dell Technologies Inc.

Technology
1.94K
New
$71.63 - $125.98 $139K - $245K
1.94K $237K
ROK
Rockwell Automation, Inc

Industrials
701
New
$218.97 - $332.17 $153K - $233K
701 $232K
ATO
Atmos Energy Corp

Utilities
1.47K
New
$145.06 - $162.66 $213K - $239K
1.47K $226K
DKNG
Draft Kings Inc.

Consumer Cyclical
5.15K
New
$31.67 - $42.89 $163K - $221K
5.15K $220K
ACWI
Ishares Msci Acwi ETF

ETFs
1.68K
New
$103.59 - $128.6 $174K - $216K
1.68K $215K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
5.15K
New
$34.28 - $41.6 $176K - $214K
5.15K $213K
RELX
Relx PLC

Communication Services
3.92K
New
$45.31 - $55.66 $178K - $218K
3.92K $213K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
5.5K
New
$30.25 - $38.85 $166K - $214K
5.5K $213K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
5.07K
New
$37.24 - $41.76 $189K - $212K
5.07K $211K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.97K
New
$51.68 - $52.76 $205K - $209K
3.97K $209K
EA
Electronic Arts Inc.

Communication Services
1.3K
New
$132.53 - $159.7 $173K - $208K
1.3K $207K
RFV
Invesco Exchange Traded Fd Tr

ETFs
1.71K
New
$97.97 - $121.24 $168K - $208K
1.71K $207K
DFAR
Dimensional ETF Tr Dimensional

ETFs
8.8K
New
$20.99 - $23.93 $185K - $211K
8.8K $206K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
4.7K
New
$34.78 - $43.42 $164K - $204K
4.7K $203K
AOM
Ishares Tr Core Moderate Alloc

ETFs
4.36K
New
$41.55 - $46.04 $181K - $201K
4.36K $200K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
1.6K
New
$110.2 - $126.21 $177K - $202K
1.6K $200K
AGNC
Agnc Investment Corp.

Real Estate
13K
New
$8.12 - $9.49 $106K - $123K
13K $119K
VALE
Vale S.A.

Basic Materials
10.2K
New
$8.26 - $10.1 $84.6K - $103K
10.2K $99K
LCID
Lucid Group, Inc.

Consumer Cyclical
32.9K
New
$2.1 - $2.96 $69K - $97.3K
32.9K $69K
PLUG
Plug Power Inc

Industrials
13.8K
New
$0.7 - $1.49 $9.66K - $20.6K
13.8K $20K
Vanguard Malvern Fds
6.26K
New
N/A
6.26K $0
BUCK
Simplify Exchange Traded Fds S
81.4K
New
N/A
81.4K $0
FSCO
Fs Cr Opportunities Corp Com
21K
New
N/A
21K $0
Galaxy Digital Inc.
11.4K
New
N/A
11.4K $0
CGMS
Capital Grp Core Plus Income E
28.7K
New
N/A
28.7K $0
Canadian Pacific Kansas City
2.75K
New
N/A
2.75K $0
Rbb Fund Trust
14.7K
New
N/A
14.7K $0
STCE
Schwab Strategic Tr Crypto The
4.7K
New
N/A
4.7K $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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