Signature Estate & Investment Advisors LLC New Holdings in Q1 2025

Signature Estate & Investment Advisors LLC

  • $3.73 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VRT
Vertiv Holdings CO

Industrials
122K
New
N/A
122K $10.6M
BDX
Becton Dickinson & CO

Healthcare
34.6K
New
$222.79 - $249.08 $7.72M - $8.63M
34.6K $7.94M
SYY
Sysco Corp

Consumer Defensive
80.7K
New
$70.0 - $77.13 $5.65M - $6.23M
80.7K $6.06M
AVDV
American Centy ETF Tr Avantis

ETFs
52.7K
New
$63.74 - $71.96 $3.36M - $3.79M
52.7K $3.68M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
10.4K
New
$91.45 - $91.75 $954K - $957K
10.4K $956K
IFRA
Ishares Tr

ETFs
16.4K
New
$44.8 - $49.25 $732K - $805K
16.4K $736K
IYE
Ishares Tr

ETFs
11.5K
New
$45.23 - $49.95 $521K - $575K
11.5K $567K
IYC
Ishares U.S. Consumer Discreti

ETFs
6.31K
New
$85.71 - $101.2 $541K - $638K
6.31K $557K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
9.66K
New
$48.65 - $53.06 $470K - $513K
9.66K $501K
SPGI
S&P Global Inc.

Financial Services
945
New
$478.26 - $543.77 $452K - $514K
945 $480K
PAVE
Global X Fds Us Infrastructure

ETFs
12.6K
New
$37.31 - $43.82 $470K - $552K
12.6K $475K
IWN
Ishares Russell2000 Val ETF

ETFs
3.05K
New
$149.27 - $169.4 $455K - $516K
3.05K $460K
BTI
British American Tobacco P.L.C.

Consumer Defensive
10.8K
New
$35.35 - $42.74 $382K - $461K
10.8K $446K
EBLU
Ecofin Global Water Esg Fund

ETFs
8.69K
New
N/A
8.69K $418K
BKNG
Booking Holdings Inc.

Consumer Cyclical
88
New
$4295.4 - $5141.88 $378K - $452K
88 $405K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
1.39K
New
$246.3 - $299.62 $342K - $416K
1.39K $364K
EXC
Exelon Corp

Utilities
7.72K
New
$37.3 - $46.08 $288K - $356K
7.72K $355K
MO
Altria Group, Inc.

Consumer Defensive
5.79K
New
$50.81 - $60.02 $294K - $347K
5.79K $347K
SO
Southern CO

Utilities
3.5K
New
$80.96 - $92.96 $283K - $325K
3.5K $321K
PHO
Invesco Exchange Traded Fd Tr

ETFs
4.75K
New
$63.77 - $68.75 $303K - $327K
4.75K $306K
CNC
Centene Corp

Healthcare
4.62K
New
$55.93 - $65.89 $258K - $304K
4.62K $280K
FYT
First Trust Small Cap

ETFs
5.31K
New
$48.74 - $56.7 $259K - $301K
5.31K $264K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
6.58K
New
$38.36 - $41.43 $252K - $272K
6.58K $254K
AVUV
American Centy ETF Tr Avantis

ETFs
2.9K
New
$84.95 - $100.62 $247K - $292K
2.9K $253K
MSTR
Microstrategy Inc

Technology
856
New
$239.27 - $396.5 $205K - $339K
856 $246K
KWEB
Kraneshares Tr Csi China Inter

ETFs
6.72K
New
$27.29 - $38.29 $183K - $257K
6.72K $234K
ALB
Albemarle Corp

Basic Materials
3.22K
New
$69.95 - $97.49 $225K - $313K
3.22K $231K
PJAN
Innovator U.S. Equity Power Bu

ETFs
5.55K
New
$41.09 - $43.24 $228K - $240K
5.55K $230K
IWV
Ishares Russell 3000 ETF

ETFs
721
New
$313.1 - $349.83 $226K - $252K
721 $229K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
4.61K
New
$48.31 - $49.23 $223K - $227K
4.61K $226K
BK
Bank Of New York Mellon Corp

Financial Services
2.65K
New
$75.42 - $88.95 $200K - $236K
2.65K $222K
INTC
Intel Corp

Technology
9.55K
New
$19.1 - $27.39 $182K - $262K
9.55K $216K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
6.69K
New
$29.06 - $32.62 $194K - $218K
6.69K $209K
EBAY
Ebay Inc

Consumer Cyclical
3.1K
New
$61.61 - $70.93 $191K - $220K
3.1K $209K
ED
Consolidated Edison Inc

Utilities
1.88K
New
$88.0 - $110.59 $166K - $208K
1.88K $208K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
3.77K
New
$50.99 - $55.74 $192K - $210K
3.77K $206K
XSMO
Invesco S&P Smallcap Momentum

ETFs
3.29K
New
$59.97 - $70.03 $197K - $230K
3.29K $206K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
8.52K
New
$17.16 - $25.25 $146K - $215K
8.52K $203K
PSA
Public Storage

Real Estate
677
New
$288.99 - $313.98 $196K - $213K
677 $202K
PID
Invesco Exchange Traded Fd Tr

ETFs
10.1K
New
N/A
10.1K $179K
J P Morgan Exchange Traded F
11.5K
New
N/A
11.5K $0
Victory Portfolios Ii
6.72K
New
N/A
6.72K $0
FJAN
First Exc Trd Viii Cboe Vest U
5.22K
New
N/A
5.22K $0
Goldman Sachs ETF Tr
20.6K
New
N/A
20.6K $0
Capitol Ser Tr
14.7K
New
N/A
14.7K $0
CGMU
Capital Group Core Plus Income
12.9K
New
N/A
12.9K $0
Ishares Tr
12.4K
New
N/A
12.4K $0
BRK-A
Berkshire Hathaway Inc

Financial Services
0
New
$663000.0 - $801950.0 $0 - $0
0 $0
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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