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
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-754
- 1.37%
N/A
54.4K $4.67M
AXON
Axon Enterprise, Inc.

Industrials
-4
- 0.75%
$698.02 - $870.97 $2.79K - $3.48K
532 $381K
TT
Trane Technologies PLC

Industrials
-93
- 7.69%
$398.96 - $472.54 $37.1K - $43.9K
1.12K $470K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-772
- 21.53%
$87.29 - $93.61 $67.4K - $72.3K
2.81K $262K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-693
- 15.81%
$78.96 - $80.04 $54.7K - $55.5K
3.69K $294K
JXI
Ishares Tr Global Utils ETF

ETFs
-1.83K
- 7.88%
$73.06 - $77.66 $134K - $142K
21.4K $1.66M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-1.31K
- 17.77%
$68.27 - $75.58 $89.7K - $99.3K
6.08K $452K
BMY
Bristol Myers Squibb CO

Healthcare
-861
- 14.73%
$43.31 - $48.98 $37.3K - $42.2K
4.99K $224K
TXN
Texas Instruments Inc

Technology
-228
- 10.55%
N/A
1.93K $376K
CMCSA
Comcast Corp

Communication Services
-84
- 0.89%
$31.41 - $36.33 $2.64K - $3.05K
9.37K $294K
IR
Ingersoll Rand Inc.

Industrials
-461
- 15.09%
$74.98 - $89.02 $34.6K - $41K
2.59K $214K
XLP
Consumer Staples Sector Spdr

ETFs
-528
- 8.79%
N/A
5.48K $416K
ITB
Ishares Tr

ETFs
-1.07K
- 20.24%
$94.18 - $117.14 $100K - $125K
4.2K $450K
VDE
Vanguard Energy ETF

ETFs
-673
- 9.84%
$118.37 - $129.65 $79.7K - $87.3K
6.17K $776K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.33K
- 8.47%
$62.09 - $66.51 $82.5K - $88.4K
14.4K $937K
MDT
Medtronic PLC

Healthcare
-685
- 19.21%
$87.67 - $95.74 $60.1K - $65.6K
2.88K $274K
VHT
Vanguard Health Care ETF

ETFs
-371
- 6.68%
$239.12 - $259.95 $88.7K - $96.4K
5.18K $1.35M
FXG
First Tr Exchange Traded First

ETFs
-236
- 0.87%
$61.54 - $65.93 $14.5K - $15.6K
27K $1.69M
FTCS
First Trust Capital Strength E

ETFs
-1.59K
- 3.72%
$89.72 - $93.74 $142K - $149K
41.1K $3.85M
SO
Southern CO

Utilities
-451
- 11.71%
$90.83 - $96.0 $41K - $43.3K
3.4K $322K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-639
- 9.81%
$50.85 - $51.35 $32.5K - $32.8K
5.88K $301K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.5K
- 8.52%
$64.12 - $68.08 $96.1K - $102K
16.1K $1.09M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-539
- 2.52%
$81.76 - $86.36 $44.1K - $46.5K
20.9K $1.77M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-225
- 2.28%
$46.51 - $50.07 $10.5K - $11.3K
9.63K $452K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-31
- 2.28%
$196.15 - $217.83 $6.08K - $6.75K
1.33K $267K
VLUE
Ishares Msci Usa Value Factor

ETFs
-703
- 13.81%
$111.55 - $125.05 $78.4K - $87.9K
4.39K $548K
IGF
Ishares Global Infrastructure

ETFs
-785
- 6.21%
$58.29 - $61.43 $45.8K - $48.2K
11.9K $724K
APLE
Apple Hospitality Reit, Inc.

Real Estate
-2.37K
- 16.79%
$11.53 - $13.17 $27.3K - $31.2K
11.8K $141K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-268
- 7.33%
$97.75 - $100.75 $26.2K - $27K
3.39K $339K
FISV
Fiserv Inc

Technology
-170
- 9.82%
N/A
1.56K $195K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-222
- 0.99%
$100.16 - $100.7 $22.2K - $22.4K
22.3K $2.24M
MS
Morgan Stanley

Financial Services
-684
- 13.51%
$139.09 - $161.16 $95.1K - $110K
4.38K $696K
MBB
Ishares Tr

ETFs
-204
- 7.68%
$92.46 - $95.73 $18.9K - $19.5K
2.45K $233K
TFC
Truist Financial Corp

Financial Services
-1.36K
- 7.63%
$42.83 - $47.07 $58.2K - $64K
16.5K $752K
TTE
Total Energies Se

Energy
-184
- 2.29%
N/A
7.84K $537K
KMI
Kinder Morgan, Inc.

Energy
-42
- 0.42%
$26.23 - $28.5 $1.1K - $1.2K
10K $283K
DINT
Davis Fundamental ETF Tr

ETFs
-2.55K
- 8.85%
$25.3 - $28.09 $64.4K - $71.5K
26.2K $733K
PRU
Prudential Financial Inc

Financial Services
-31
- 1.53%
$100.68 - $109.89 $3.12K - $3.41K
2K $207K
MCD
Mcdonalds Corp

Consumer Cyclical
-154
- 4.88%
$291.67 - $316.99 $44.9K - $48.8K
3K $912K
IXJ
Ishares Global Healthcare ETF

ETFs
-674
- 3.45%
$82.73 - $89.14 $55.8K - $60.1K
18.9K $1.67M
DHR
Danaher Corp

Healthcare
-43
- 2.83%
$181.46 - $212.2 $7.8K - $9.12K
1.48K $292K
FYX
First Tr Small Cap Core Alphad

ETFs
-316
- 13.46%
$96.35 - $111.0 $30.4K - $35.1K
2.03K $221K
PSA
Public Storage

Real Estate
-10
- 1.23%
$271.94 - $298.09 $2.72K - $2.98K
802 $231K
EMGF
Ishares Msci Emerging Markets

ETFs
-1.47K
- 8.68%
$51.93 - $56.75 $76.2K - $83.3K
15.5K $874K
ACWI
Ishares Msci Acwi ETF

ETFs
-153
- 9.12%
$128.32 - $138.41 $19.6K - $21.2K
1.52K $210K
PKI
Perkinelmer Inc

Healthcare
-33
- 0.85%
N/A
3.87K $468K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-332
- 6.45%
$41.58 - $44.7 $13.8K - $14.8K
4.82K $211K
AON
Aon PLC

Financial Services
-2
- 0.33%
$350.91 - $375.27 $702 - $751
610 $217K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-14
- 0.05%
N/A
28.3K $890K
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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