Signature Estate & Investment Advisors LLC Reduced Holdings in Q2 2025

Signature Estate & Investment Advisors LLC

  • $4.21 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-1.5M
- 22.08%
$39.34 - $40.41 $59M - $60.6M
5.29M $212M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-16.7K
- 55.41%
$87.84 - $1441.89 $1.47M - $24.1M
13.4K $1.21M
XLE
Energy Sector Spdr

ETFs
-378K
- 97.52%
$76.44 - $94.13 $28.9M - $35.6M
9.62K $815K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-62.9K
- 73.99%
$390.26 - $489.06 $24.5M - $30.7M
22.1K $8.96M
CVX
Chevron Corp

Energy
-67.4K
- 82.07%
$133.73 - $168.51 $9.01M - $11.4M
14.7K $2.11M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-332K
- 32.46%
$32.66 - $40.75 $10.8M - $13.5M
690K $28M
BDX
Becton Dickinson & CO

Healthcare
-32.6K
- 94.18%
$165.15 - $226.42 $5.39M - $7.39M
2.02K $347K
XLV
Select Sector Spdr Fund Health

ETFs
-17.5K
- 4.79%
$128.77 - $144.3 $2.25M - $2.52M
347K $46.8M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-68.6K
- 72.7%
$50.29 - $64.29 $3.45M - $4.41M
25.7K $1.66M
AVDE
American Centy ETF Tr Avantis

ETFs
-55.5K
- 83.4%
$59.32 - $74.36 $3.29M - $4.13M
11K $817K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-43.4K
- 33.02%
$43.28 - $50.37 $1.88M - $2.19M
88.1K $4.41M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-27.9K
- 12.92%
$48.46 - $50.2 $1.35M - $1.4M
188K $9.33M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-21.8K
- 74.71%
$54.28 - $67.95 $1.19M - $1.48M
7.4K $502K
XLY
Select Sector Spdr Consumer Di

ETFs
-6.23K
- 68.95%
$176.34 - $218.59 $1.1M - $1.36M
2.81K $609K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-15.9K
- 24.04%
$66.87 - $79.47 $1.07M - $1.27M
50.3K $4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.73K
- 0.94%
$24.32 - $27.87 $115K - $132K
498K $13.2M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-8.07K
- 18.17%
$103.88 - $123.68 $838K - $998K
36.4K $4.49M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-28.3K
- 31.61%
$25.48 - $27.78 $722K - $787K
61.3K $1.63M
INTF
Ishares Tr

ETFs
-32.2K
- 36.37%
$27.6 - $34.51 $888K - $1.11M
56.3K $1.93M
EMGF
Ishares Msci Emerging Markets

ETFs
-16.8K
- 49.84%
$41.37 - $52.07 $696K - $875K
16.9K $880K
PLD
Prologis, Inc.

Real Estate
-590
- 0.64%
$89.76 - $112.34 $53K - $66.3K
91.6K $9.63M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-8.22K
- 65.23%
$77.94 - $79.5 $641K - $654K
4.38K $348K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-22.2K
- 5.79%
$22.68 - $23.28 $504K - $518K
362K $8.41M
FNDA
Schwab Fundamental U S Small C

ETFs
-17.6K
- 66.39%
$23.85 - $28.69 $420K - $505K
8.9K $255K
FVD
First Tr Value Line Divid Inde

ETFs
-10.6K
- 11.33%
$40.62 - $45.12 $432K - $480K
83.2K $3.72M
IDEV
Ishares Core Msci Intl Develop

ETFs
-55.7K
- 10.53%
$61.79 - $76.67 $3.44M - $4.27M
473K $36M
BNDX
Vanguard Total International B

ETFs
-9.41K
- 15.51%
$48.77 - $49.55 $459K - $466K
51.3K $2.54M
WCN
Waste Connections, Inc.

Industrials
-551
- 1.55%
$183.26 - $199.95 $101K - $110K
35.1K $6.55M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-2.77K
- 53.72%
$149.56 - $212.83 $415K - $590K
2.39K $508K
SCHO
Schwab Short Term Us Treasury

ETFs
-15.8K
- 57.19%
$24.19 - $24.45 $382K - $386K
11.8K $288K
MRK
Merck & Co., Inc.

Healthcare
-3.06K
- 27.48%
$73.47 - $87.12 $225K - $266K
8.07K $638K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-7.29K
- 13.88%
$72.61 - $88.75 $530K - $647K
45.3K $4.02M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-18.4K
- 43.0%
$19.1 - $23.83 $351K - $438K
24.3K $580K
VB
Vanguard Small Cap ETF

ETFs
-2.98K
- 11.22%
$193.73 - $237.37 $578K - $708K
23.6K $5.59M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.91K
- 13.44%
$90.56 - $109.49 $354K - $428K
25.2K $2.75M
BMY
Bristol Myers Squibb CO

Healthcare
-3.29K
- 36.0%
$44.12 - $59.6 $145K - $196K
5.85K $270K
FTCS
First Trust Capital Strength E

ETFs
-3.77K
- 8.11%
$81.6 - $92.39 $308K - $348K
42.7K $3.88M
ABBV
Abb Vie Inc.

Healthcare
-658
- 10.08%
$170.16 - $206.27 $112K - $136K
5.87K $1.09M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2.53K
- 10.11%
$100.04 - $100.54 $253K - $255K
22.5K $2.26M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-5.85K
- 5.68%
$42.72 - $44.24 $250K - $259K
97.2K $4.27M
IBB
Ishares Biotechnology ETF

ETFs
-1.76K
- 19.83%
$112.02 - $129.0 $197K - $227K
7.1K $898K
VHT
Vanguard Health Care ETF

ETFs
-459
- 7.63%
$236.71 - $261.92 $109K - $120K
5.55K $1.38M
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.63K
- 9.56%
$141.87 - $164.49 $231K - $268K
15.4K $2.53M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.9K
- 34.2%
$96.84 - $99.46 $184K - $189K
3.66K $362K
MUB
Ishares National Muni Bond ETF

ETFs
-1.46K
- 24.12%
$102.31 - $105.8 $149K - $154K
4.59K $479K
V
Visa Inc.

Financial Services
-455
- 10.27%
$308.27 - $373.31 $140K - $170K
3.98K $1.41M
VLO
Valero Energy Corp

Energy
-1.06K
- 40.85%
$104.69 - $141.77 $111K - $151K
1.54K $206K
IXJ
Ishares Global Healthcare ETF

ETFs
-398
- 2.0%
$82.3 - $90.02 $32.8K - $35.8K
19.5K $1.68M
IVT
Inven Trust Properties Corp.

Real Estate
-3.96K
- 28.64%
$25.97 - $29.73 $103K - $118K
9.86K $270K
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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