Signature Estate & Investment Advisors LLC Reduced Holdings in Q1 2025

Signature Estate & Investment Advisors LLC

  • $3.73 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
-2.97M
- 28.61%
$23.03 - $25.01 $68.4M - $74.3M
7.42M $175M
AVGO
Broadcom Inc.

Technology
-138K
- 36.07%
$167.43 - $244.7 $23.1M - $33.8M
245K $41M
XLY
Select Sector Spdr Consumer Di

ETFs
-197K
- 95.62%
$192.6 - $233.2 $38M - $46M
9.04K $1.78M
CVX
Chevron Corp

Energy
-314K
- 79.3%
$146.71 - $167.97 $46.1M - $52.8M
82.1K $13.7M
WMT
Walmart Inc.

Consumer Defensive
-423K
- 55.37%
$84.5 - $105.05 $35.7M - $44.4M
341K $29.9M
NEE
Nextera Energy Inc

Utilities
-330K
- 38.9%
$66.96 - $76.16 $22.1M - $25.2M
519K $36.8M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-25.4K
- 45.75%
$1187.71 - $1432.58 $30.2M - $36.4M
30.1K $43.2M
MCK
Mckesson Corp

Healthcare
-48.5K
- 46.99%
$566.21 - $672.99 $27.5M - $32.7M
54.7K $36.8M
EFG
Msci Eafe Growth ETF

ETFs
-205K
- 98.86%
$96.1 - $106.37 $19.7M - $21.8M
2.37K $236K
MRK
Merck & Co., Inc.

Healthcare
-188K
- 94.4%
$83.01 - $101.02 $15.6M - $19M
11.1K $998K
CRWD
Crowd Strike Holdings, Inc.

Technology
-40.6K
- 67.91%
$308.86 - $455.36 $12.5M - $18.5M
19.2K $6.77M
VTV
Vanguard Value ETF

ETFs
-78.2K
- 20.5%
$167.73 - $179.21 $13.1M - $14M
303K $52.4M
CGGR
Capital Group Growth ETF Shs C

ETFs
-92.4K
- 3.44%
$33.98 - $39.84 $3.14M - $3.68M
2.6M $88.9M
PLD
Prologis, Inc.

Real Estate
-102K
- 52.47%
$103.59 - $124.04 $10.5M - $12.6M
92.2K $10.3M
MET
Metlife Inc

Financial Services
-110K
- 13.82%
$77.7 - $87.0 $8.51M - $9.53M
683K $54.9M
FCX
Freeport Mcmoran Inc

Basic Materials
-254K
- 54.78%
$34.5 - $43.01 $8.76M - $10.9M
210K $7.93M
META
Meta Platforms, Inc.

Communication Services
-13.9K
- 11.72%
$576.36 - $736.67 $8.02M - $10.3M
105K $60.4M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-192K
- 65.08%
$42.4 - $44.11 $8.14M - $8.47M
103K $4.52M
AMAT
Applied Materials Inc

Technology
-20.1K
- 21.58%
$145.06 - $195.51 $2.91M - $3.92M
72.9K $10.6M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-41.1K
- 93.82%
$97.25 - $104.79 $4M - $4.31M
2.71K $280K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-10.3K
- 2.09%
$51.45 - $58.51 $532K - $605K
485K $25.1M
XLE
Energy Sector Spdr

ETFs
-58.5K
- 13.1%
$85.7 - $93.96 $5.01M - $5.49M
388K $36.2M
AFL
Aflac Inc

Financial Services
-15.3K
- 86.49%
$100.99 - $111.19 $1.54M - $1.7M
2.39K $265K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-26K
- 77.51%
$56.12 - $68.15 $1.46M - $1.77M
7.55K $512K
ELV
Elevance Health, Inc.

Healthcare
-3.68K
- 58.17%
$365.9 - $436.25 $1.35M - $1.61M
2.65K $1.15M
VTI
Vanguard Total Stock Market Et

ETFs
-2.05K
- 5.35%
$271.18 - $303.12 $556K - $621K
36.3K $9.97M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-8.14K
- 13.42%
$80.73 - $94.96 $657K - $773K
52.6K $4.36M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-9.64K
- 21.86%
$77.91 - $92.26 $751K - $889K
34.4K $2.74M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-8.34K
- 20.73%
$81.62 - $96.63 $680K - $805K
31.9K $2.65M
MUB
Ishares National Muni Bond ETF

ETFs
-9.2K
- 60.34%
$104.71 - $107.69 $963K - $991K
6.05K $637K
IVV
Ishares Core S&P 500 ETF

ETFs
-347
- 1.27%
$554.06 - $615.85 $192K - $214K
27K $15.2M
SCHO
Schwab Short Term Us Treasury

ETFs
-35K
- 55.88%
$24.1 - $24.34 $842K - $851K
27.6K $671K
VZ
Verizon Communications Inc

Communication Services
-22K
- 60.03%
$37.81 - $46.49 $831K - $1.02M
14.6K $663K
IXN
Ishares Global Information Tec

ETFs
-509
- 0.68%
$75.73 - $88.4 $38.5K - $45K
74.4K $5.64M
IVW
Ishares S&P 500 Growth ETF

ETFs
-501
- 0.67%
$92.45 - $106.69 $46.3K - $53.5K
74.6K $6.92M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-35.8K
- 63.57%
$16.57 - $18.85 $594K - $675K
20.5K $341K
UNP
Union Pacific Corp

Industrials
-3.01K
- 68.19%
$225.21 - $254.42 $677K - $765K
1.4K $331K
VXF
Vanguard Extended Market ETF

ETFs
-525
- 1.76%
$170.36 - $201.04 $89.4K - $106K
29.4K $5.06M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.04K
- 6.55%
$102.49 - $119.96 $209K - $244K
29.1K $3.04M
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.75K
- 21.84%
$237.72 - $276.98 $417K - $486K
6.27K $1.53M
LRGF
Ishares Tr

ETFs
-3.26K
- 2.82%
$56.95 - $63.95 $185K - $208K
112K $6.49M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-3.87K
- 3.94%
$55.12 - $62.6 $213K - $242K
94.3K $5.31M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-3.62K
- 11.02%
$60.91 - $71.4 $221K - $259K
29.2K $1.82M
EEMV
Ishares Msci Emerging Markets

ETFs
-6.71K
- 18.45%
$57.07 - $59.29 $383K - $398K
29.6K $1.73M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4.5K
- 1.85%
$21.75 - $24.28 $97.9K - $109K
239K $5.27M
BFK
Blackrock Municipal Income Trust

Financial Services
-34.8K
- 35.4%
$9.89 - $10.29 $344K - $358K
63.5K $628K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.33K
- 1.99%
$23.16 - $27.04 $53.9K - $63K
114K $2.68M
FV
First Trust Dorsey Wright Focu

ETFs
-4.58K
- 25.58%
$53.91 - $63.03 $247K - $288K
13.3K $730K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-470
- 3.61%
$192.82 - $222.1 $90.6K - $104K
12.6K $2.43M
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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