Signature Estate & Investment Advisors LLC Reduced Holdings in Q4 2024

Signature Estate & Investment Advisors LLC

  • $3.94 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
-362
- 18.12%
$360.37 - $416.88 $130K - $151K
1.64K $593K
FXG
First Tr Exchange Traded First

ETFs
-1.04K
- 3.64%
$63.7 - $70.06 $66.1K - $72.7K
27.5K $1.76M
DHR
Danaher Corp

Healthcare
-285
- 14.81%
$226.16 - $274.52 $64.5K - $78.2K
1.64K $376K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-243
- 3.83%
$82.28 - $117.52 $20K - $28.6K
6.11K $517K
FEM
First Trust Emerging Markets A

ETFs
-4.72K
- 19.27%
$22.03 - $24.21 $104K - $114K
19.8K $435K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.95K
- 5.86%
$57.38 - $61.11 $112K - $119K
31.3K $1.83M
EEM
Ishares Msci Emerging Markets

ETFs
-508
- 1.78%
$41.82 - $47.36 $21.2K - $24.1K
28.1K $1.17M
PGR
Progressive Corp

Financial Services
-119
- 1.59%
$239.6 - $268.88 $28.5K - $32K
7.35K $1.76M
ICLN
Ishares

ETFs
-6.21K
- 36.3%
$11.35 - $14.51 $70.5K - $90.2K
10.9K $124K
ADBE
Adobe Inc.

Technology
-40
- 2.8%
$437.39 - $552.96 $17.5K - $22.1K
1.39K $618K
PEP
Pepsico Inc

Consumer Defensive
-291
- 6.83%
$151.29 - $176.1 $44K - $51.2K
3.97K $603K
AMD
Advanced Micro Devices Inc

Technology
-141
- 5.92%
$118.88 - $172.8 $16.8K - $24.4K
2.24K $270K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-192
- 3.17%
$49.78 - $66.55 $9.56K - $12.8K
5.87K $293K
PM
Philip Morris International Inc.

Consumer Defensive
-771
- 6.6%
$118.38 - $133.06 $91.3K - $103K
10.9K $1.31M
F
Ford Motor CO

Consumer Cyclical
-5.17K
- 6.68%
$9.69 - $11.4 $50.1K - $58.9K
72.2K $714K
BALT
Innovator Etfs Tr
-4.24K
- 7.78%
$30.76 - $31.55 $130K - $134K
50.3K $1.58M
CMCSA
Comcast Corp

Communication Services
-1.36K
- 11.67%
$37.39 - $45.14 $50.7K - $61.2K
10.3K $385K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
-2.66K
- 10.05%
$3.53 - $7.8 $9.39K - $20.7K
23.8K $90K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-526
- 1.61%
$26.63 - $30.23 $14K - $15.9K
32.2K $857K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-35
- 0.09%
$88.59 - $94.57 $3.1K - $3.31K
37K $3.29M
BFK
Blackrock Municipal Income Trust

Financial Services
-2.55K
- 2.53%
$9.79 - $10.72 $25K - $27.4K
98.2K $968K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-1.99K
- 23.95%
$33.43 - $36.52 $66.4K - $72.6K
6.31K $212K
UNP
Union Pacific Corp

Industrials
-22
- 0.5%
$223.15 - $249.32 $4.91K - $5.49K
4.41K $1.01M
KLAC
Kla Corp

Technology
-6
- 1.07%
$614.46 - $829.55 $3.69K - $4.98K
554 $349K
MDT
Medtronic PLC

Healthcare
-518
- 12.37%
$79.61 - $92.24 $41.2K - $47.8K
3.67K $293K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-2.03K
- 20.42%
$43.61 - $45.3 $88.4K - $91.9K
7.9K $352K
IYLD
Ishares Tr Ishares Morningstar

ETFs
-3.22K
- 23.03%
$19.48 - $20.66 $62.6K - $66.4K
10.8K $209K
XLI
Industrial Sector Spdr

ETFs
-226
- 1.69%
$131.76 - $143.99 $29.8K - $32.5K
13.1K $1.73M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-907
- 23.29%
$76.72 - $82.83 $69.6K - $75.1K
2.99K $230K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
-3.31K
- 9.23%
$22.04 - $23.08 $73K - $76.4K
32.5K $728K
QCOM
Qualcomm Inc

Technology
-160
- 6.67%
$150.4 - $178.04 $24.1K - $28.5K
2.24K $343K
AXP
American Express CO

Financial Services
-439
- 16.92%
$267.35 - $305.57 $117K - $134K
2.16K $639K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-259
- 0.51%
$12.1 - $13.52 $3.13K - $3.5K
50.6K $620K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-1.89K
- 1.74%
N/A
107K $3.36M
VDC
Vanguard Consumer Staples ETF

ETFs
-228
- 18.77%
$210.96 - $223.62 $48.1K - $51K
987 $208K
TRP
Tc Energy Corp

Energy
-1K
- 11.57%
$44.03 - $50.23 $44.2K - $50.4K
7.68K $357K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-315
- 1.43%
$126.68 - $134.74 $39.9K - $42.4K
21.7K $2.77M
VLUE
Ishares Msci Usa Value Factor

ETFs
-296
- 4.86%
$104.01 - $115.38 $30.8K - $34.2K
5.8K $612K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-732
- 4.68%
$49.79 - $51.14 $36.4K - $37.4K
14.9K $746K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-115
- 3.58%
$71.56 - $85.77 $8.23K - $9.86K
3.1K $221K
PFE
Pfizer Inc

Healthcare
-68
- 0.36%
$24.8 - $30.19 $1.69K - $2.05K
18.8K $497K
DKNG
Draft Kings Inc.

Consumer Cyclical
-925
- 14.52%
$35.32 - $44.84 $32.7K - $41.5K
5.45K $202K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-198
- 4.25%
$134.53 - $150.65 $26.6K - $29.8K
4.46K $603K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-362
- 2.88%
$77.86 - $79.27 $28.2K - $28.7K
12.2K $952K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-371
- 1.59%
$100.22 - $100.73 $37.2K - $37.4K
23K $2.31M
HON
Honeywell International Inc

Industrials
-487
- 14.23%
$202.84 - $236.0 $98.8K - $115K
2.94K $662K
VV
Vanguard Large Cap ETF

ETFs
-329
- 4.67%
$260.27 - $280.65 $85.6K - $92.3K
6.72K $1.81M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-111
- 7.65%
$209.89 - $233.24 $23.3K - $25.9K
1.34K $284K
PEY
Invesco Exchange Traded Fd Tr

ETFs
-137
- 0.28%
$21.1 - $23.08 $2.89K - $3.16K
49.1K $1.04M
Activity Summary
Buys All Purchases 344 New Holdings 51 Increased Positions 293 Sells All Sells 165 Reductions 165 Sold out 0 Options Calls 0 Puts 0
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