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
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-5.87K
- 39.39%
$49.25 - $50.66 $289K - $297K
9.03K $447K
MAR
Marriott International Inc

Consumer Cyclical
-691
- 22.98%
$237.01 - $304.45 $164K - $210K
2.32K $551K
VBK
Vanguard Small Cap Growth ETF

ETFs
-608
- 14.45%
$247.97 - $296.33 $151K - $180K
3.6K $906K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-367
- 5.85%
$165.25 - $224.62 $60.6K - $82.4K
5.9K $979K
FDN
First Tr Fd Dow Jones

ETFs
-378
- 5.11%
$221.38 - $266.86 $83.7K - $101K
7.03K $1.56M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.12K
- 3.94%
$36.64 - $45.76 $41.1K - $51.3K
27.3K $1.02M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-6.8K
- 25.82%
$24.88 - $26.85 $169K - $183K
19.5K $493K
FDX
Fedex Corp

Industrials
-493
- 25.08%
$230.33 - $281.53 $114K - $139K
1.47K $359K
XLI
Industrial Sector Spdr

ETFs
-1.38K
- 10.5%
$128.78 - $141.67 $178K - $195K
11.8K $1.54M
VO
Vanguard Mid Cap ETF

ETFs
-390
- 2.68%
$251.87 - $277.95 $98.2K - $108K
14.2K $3.66M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-359
- 19.43%
$408.78 - $448.82 $147K - $161K
1.49K $625K
IEMG
Ishares Inc

ETFs
-2.99K
- 4.36%
N/A
65.4K $3.51M
VONG
Vanguard Russell 1000 Growth E

ETFs
-305
- 2.49%
$92.71 - $107.38 $28.3K - $32.8K
11.9K $1.11M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-3.56K
- 15.97%
$32.42 - $36.13 $115K - $129K
18.7K $617K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-12.7K
- 35.59%
$12.03 - $12.69 $153K - $161K
23K $281K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-825
- 18.49%
$121.0 - $142.28 $99.8K - $117K
3.64K $452K
PG
Procter & Gamble CO

Consumer Defensive
-1.03K
- 11.07%
$158.56 - $176.26 $163K - $181K
8.24K $1.4M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-436
- 3.62%
$196.12 - $229.48 $85.5K - $100K
11.6K $2.34M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.37K
- 8.42%
$57.21 - $65.8 $78.5K - $90.3K
14.9K $870K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-574
- 4.49%
$77.67 - $90.15 $44.6K - $51.7K
12.2K $955K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-556
- 3.02%
$18.53 - $29.07 $10.3K - $16.2K
17.9K $338K
TFSL
Tfs Financial Corp

Financial Services
-9.52K
- 13.12%
$12.02 - $13.88 $114K - $132K
63.1K $781K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-3.2K
- 27.93%
$37.4 - $39.42 $120K - $126K
8.25K $311K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.28K
- 17.9%
$47.25 - $67.02 $60.5K - $85.8K
5.87K $279K
MS
Morgan Stanley

Financial Services
-500
- 6.84%
$111.68 - $141.08 $55.8K - $70.5K
6.81K $794K
RXI
Ishares Tr

ETFs
-477
- 9.95%
$176.15 - $195.4 $84K - $93.2K
4.32K $766K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-695
- 1.14%
$25.58 - $29.24 $17.8K - $20.3K
60.2K $1.58M
VV
Vanguard Large Cap ETF

ETFs
-87
- 1.29%
$253.32 - $282.66 $22K - $24.6K
6.64K $1.71M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-1.62K
- 11.02%
$37.33 - $45.03 $60.3K - $72.7K
13K $498K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-3.4K
- 4.3%
$20.7 - $21.15 $70.3K - $71.8K
75.5K $1.56M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-10
- 0.17%
$168.84 - $202.89 $1.69K - $2.03K
5.72K $1M
CARR
Carrier Global Corp

Industrials
-594
- 5.07%
$62.07 - $70.55 $36.9K - $41.9K
11.1K $705K
IBB
Ishares Biotechnology ETF

ETFs
-425
- 4.58%
$127.9 - $140.56 $54.4K - $59.7K
8.86K $1.13M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-89
- 1.69%
$173.56 - $210.67 $15.4K - $18.7K
5.16K $896K
VHT
Vanguard Health Care ETF

ETFs
-606
- 9.16%
$254.06 - $273.83 $154K - $166K
6.01K $1.59M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-1.76K
- 17.58%
$61.2 - $68.24 $108K - $120K
8.24K $544K
FVD
First Tr Value Line Divid Inde

ETFs
-3.94K
- 4.03%
$42.61 - $45.51 $168K - $179K
93.8K $4.18M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-1.81K
- 18.48%
$39.81 - $42.17 $72.2K - $76.5K
8K $321K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-1.16K
- 1.82%
$28.22 - $30.06 $32.7K - $34.8K
62.4K $1.78M
COP
Conocophillips

Energy
-886
- 20.84%
$88.6 - $105.85 $78.5K - $93.8K
3.37K $353K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-136
- 2.77%
$96.3 - $112.23 $13.1K - $15.3K
4.78K $465K
APLE
Apple Hospitality Reit, Inc.

Real Estate
-2.04K
- 12.62%
$12.87 - $15.85 $26.3K - $32.3K
14.1K $182K
FSK
Fs Kkr Capital Corp

Financial Services
-2.5K
- 16.91%
$20.47 - $24.06 $51.2K - $60.2K
12.3K $257K
FEM
First Trust Emerging Markets A

ETFs
-3.51K
- 17.79%
$21.28 - $23.9 $74.8K - $84K
16.2K $371K
TDVG
T Rowe Price Exchange Traded F

Technology
-2K
- 9.16%
$39.23 - $42.13 $78.5K - $84.3K
19.8K $801K
XLK
Technology Sector Spdr

ETFs
-39
- 1.89%
$206.38 - $242.18 $8.05K - $9.45K
2.03K $418K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.89K
- 9.02%
$25.77 - $27.6 $74.3K - $79.6K
29.1K $773K
TFC
Truist Financial Corp

Financial Services
-593
- 3.57%
$39.48 - $48.15 $23.4K - $28.6K
16K $658K
HBAN
Huntington Bancshares Inc

Financial Services
-168
- 0.38%
$14.28 - $17.39 $2.4K - $2.92K
44.2K $663K
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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