Signature Estate & Investment Advisors LLC Reduced Holdings in Q3 2025

Signature Estate & Investment Advisors LLC

  • $4.52 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ADBE
Adobe Inc.

Technology
-166K
- 98.37%
$333.65 - $392.1 $55.3M - $65M
2.75K $971K
MET
Metlife Inc

Financial Services
-697K
- 98.5%
$73.82 - $82.37 $51.5M - $57.4M
10.6K $875K
CRM
Salesforce, Inc.

Technology
-23.5K
- 8.58%
$231.66 - $273.65 $5.45M - $6.44M
251K $59.4M
FCX
Freeport Mcmoran Inc

Basic Materials
-203K
- 96.71%
$35.34 - $47.21 $7.18M - $9.59M
6.91K $270K
PLD
Prologis, Inc.

Real Estate
-71K
- 77.58%
$104.08 - $115.35 $7.39M - $8.19M
20.5K $2.35M
UBER
Uber Technologies, Inc

Technology
-113K
- 12.89%
$86.91 - $99.57 $9.85M - $11.3M
766K $75.1M
WCN
Waste Connections, Inc.

Industrials
-33.7K
- 95.93%
$171.32 - $191.84 $5.76M - $6.46M
1.43K $251K
KKR
Kkr & Co. Inc.

Financial Services
-34K
- 25.56%
$129.95 - $152.16 $4.42M - $5.17M
99K $12.9M
DAL
Delta Air Lines, Inc.

Industrials
-83.3K
- 88.82%
$49.0 - $61.97 $4.08M - $5.16M
10.5K $595K
NEE
Nextera Energy Inc

Utilities
-70.4K
- 13.32%
$69.77 - $77.54 $4.91M - $5.46M
458K $34.6M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-25.7K
- 27.16%
$43.65 - $46.42 $1.12M - $1.19M
68.8K $3.19M
EEMV
Ishares Msci Emerging Markets

ETFs
-14.7K
- 48.31%
$61.94 - $64.63 $910K - $949K
15.7K $1M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.23K
- 0.67%
$211.65 - $238.24 $683K - $769K
478K $105M
CVX
Chevron Corp

Energy
-4.23K
- 28.73%
$145.57 - $161.83 $616K - $685K
10.5K $1.63M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-15.8K
- 48.32%
$30.13 - $33.37 $477K - $528K
16.9K $564K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.1K
- 23.47%
$182.33 - $194.5 $382K - $408K
6.84K $1.33M
ELV
Elevance Health, Inc.

Healthcare
-312
- 11.8%
$274.66 - $395.76 $85.7K - $123K
2.33K $753K
PGR
Progressive Corp

Financial Services
-481
- 6.17%
$238.61 - $264.3 $115K - $127K
7.31K $1.81M
CARR
Carrier Global Corp

Industrials
-1.03K
- 8.94%
$58.75 - $80.73 $60.2K - $82.7K
10.4K $622K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.13K
- 15.41%
$91.44 - $91.77 $195K - $196K
11.7K $1.08M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-5.49K
- 5.64%
$43.36 - $44.8 $238K - $246K
91.7K $4.07M
SCHW
Schwab Charles Corp

Financial Services
-2.26K
- 34.77%
$91.03 - $98.69 $205K - $223K
4.23K $404K
IBM
International Business Machines Corp

Technology
-291
- 3.86%
$234.77 - $292.47 $68.3K - $85.1K
7.25K $2.05M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-610
- 28.86%
$259.44 - $278.65 $158K - $170K
1.5K $390K
CME
Cme Group Inc.

Financial Services
-609
- 37.64%
$258.83 - $287.1 $158K - $175K
1.01K $272K
NFLX
Netflix Inc

Communication Services
-57
- 7.87%
$1147.87 - $1297.18 $65.4K - $73.9K
667 $799K
INTF
Ishares Tr

ETFs
-7.17K
- 12.73%
$33.72 - $36.17 $242K - $259K
49.1K $1.76M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-942
- 2.58%
$59.29 - $62.87 $55.9K - $59.2K
35.6K $2.14M
SPGI
S&P Global Inc.

Financial Services
-224
- 23.5%
$484.94 - $564.15 $109K - $126K
729 $354K
DIS
Walt Disney CO

Communication Services
-639
- 8.48%
$112.25 - $124.0 $71.7K - $79.2K
6.9K $790K
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.81K
- 22.87%
$92.26 - $97.51 $167K - $177K
6.11K $590K
DFND
Siren Divcon Dividend Defender

ETFs
-1.97K
- 2.29%
$42.32 - $43.82 $83.3K - $86.2K
83.9K $3.59M
FV
First Trust Dorsey Wright Focu

ETFs
-2.76K
- 17.95%
$59.23 - $62.14 $163K - $171K
12.6K $780K
NVO
Novo Nordisk A S

Healthcare
-189
- 2.36%
$45.38 - $71.7 $8.58K - $13.6K
7.81K $433K
PG
Procter & Gamble CO

Consumer Defensive
-454
- 5.24%
$150.47 - $161.22 $68.3K - $73.2K
8.21K $1.26M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.6K
- 11.64%
$45.6 - $46.92 $118K - $122K
19.7K $920K
IEMG
Ishares Inc

ETFs
-2.02K
- 2.95%
N/A
66.4K $3.56M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-12
- 11.76%
$5364.25 - $5815.92 $64.4K - $69.8K
90 $485K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.48K
- 11.13%
$72.01 - $74.44 $106K - $110K
11.8K $865K
SAP
Sap Se

Technology
-85
- 4.04%
$252.42 - $311.93 $21.5K - $26.5K
2.02K $539K
TFLO
Ishares Treasury Floating Rate

ETFs
-1.86K
- 15.35%
$50.45 - $50.65 $93.9K - $94.3K
10.3K $519K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-365
- 19.82%
$339.37 - $366.46 $124K - $134K
1.48K $539K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-2.17K
- 27.1%
$43.83 - $45.64 $95.1K - $99K
5.83K $266K
HON
Honeywell International Inc

Industrials
-80
- 2.71%
$207.7 - $240.4 $16.6K - $19.2K
2.87K $603K
DE
Deere & CO

Industrials
-18
- 1.25%
$457.26 - $524.37 $8.23K - $9.44K
1.42K $650K
BNDX
Vanguard Total International B

ETFs
-1.58K
- 3.08%
$49.0 - $49.51 $77.5K - $78.3K
49.7K $2.46M
KXI
Ishares Tr Global Consumer Sta

ETFs
-897
- 5.3%
$63.76 - $67.46 $57.2K - $60.5K
16K $1.03M
MOTI
Vaneck Morningstar Internation

ETFs
-3.14K
- 17.64%
$34.53 - $37.86 $108K - $119K
14.7K $543K
SYK
Stryker Corp

Healthcare
-74
- 4.75%
$368.57 - $403.53 $27.3K - $29.9K
1.48K $548K
Activity Summary
Buys All Purchases 330 New Holdings 44 Increased Positions 286 Sells All Sells 231 Reductions 231 Sold out 0 Options Calls 0 Puts 0
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