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
USFR
Wisdomtree Floating Rate Treas

ETFs
-1.13K
- 3.45%
$50.29 - $50.5 $56.6K - $56.9K
31.5K $1.58M
MPC
Marathon Petroleum Corp

Energy
-487
- 22.89%
$134.72 - $159.03 $65.6K - $77.4K
1.64K $239K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-518
- 1.81%
$46.06 - $49.24 $23.9K - $25.5K
28.1K $1.31M
TTE
Total Energies Se

Energy
-798
- 9.23%
N/A
7.85K $538K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
-1.63K
- 5.02%
$21.79 - $23.09 $35.6K - $37.7K
30.9K $676K
JPM
Jpmorgan Chase & CO

Financial Services
-714
- 3.21%
$225.19 - $279.95 $161K - $200K
21.5K $5.28M
VT
Vanguard Total World Stk Index

ETFs
-379
- 9.8%
$115.08 - $123.97 $43.6K - $47K
3.49K $404K
XLP
Consumer Staples Sector Spdr

ETFs
-660
- 9.39%
N/A
6.37K $484K
BA
Boeing CO

Industrials
-89
- 1.74%
$148.15 - $186.25 $13.2K - $16.6K
5.01K $854K
CNP
Centerpoint Energy Inc

Utilities
-2.4K
- 24.63%
$30.87 - $36.25 $74.1K - $87K
7.34K $265K
FXL
First Tr Exchange Traded Fd Fi

ETFs
-4
- 0.16%
$131.2 - $160.72 $525 - $643
2.57K $340K
MGM
Mgm Resorts International

Consumer Cyclical
-37
- 0.47%
$29.64 - $40.37 $1.1K - $1.49K
7.9K $234K
VPU
Vanguard Utilities ETF

ETFs
-355
- 11.39%
$161.24 - $173.33 $57.2K - $61.5K
2.76K $471K
MGC
Vanguard Mega Cap ETF

ETFs
-56
- 2.64%
$199.2 - $222.69 $11.2K - $12.5K
2.07K $415K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-23
- 2.64%
$333.37 - $384.99 $7.67K - $8.85K
848 $283K
MOTI
Vaneck Morningstar Internation

ETFs
-2.76K
- 14.21%
$29.35 - $35.37 $81K - $97.7K
16.7K $554K
RYAAY
Ryanair Holdings PLC

Industrials
-618
- 10.85%
$41.54 - $50.08 $25.7K - $30.9K
5.08K $215K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-439
- 7.32%
$95.85 - $99.25 $42.1K - $43.6K
5.56K $549K
ESSA
Essa Bancorp, Inc.

Financial Services
-1.08K
- 6.76%
$18.63 - $22.03 $20.2K - $23.9K
14.9K $281K
ZTS
Zoetis Inc.

Healthcare
-205
- 13.43%
$156.48 - $175.67 $32.1K - $36K
1.32K $217K
F
Ford Motor CO

Consumer Cyclical
-3.88K
- 5.38%
$9.12 - $10.43 $35.4K - $40.5K
68.3K $684K
TRP
Tc Energy Corp

Energy
-744
- 9.69%
$44.29 - $49.27 $33K - $36.7K
6.93K $327K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
-143
- 0.6%
$2.52 - $4.08 $360 - $583
23.6K $61K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.61K
- 10.93%
$18.36 - $20.51 $66.3K - $74K
29.4K $581K
IXG
Ishares Global Fin'L ETF

ETFs
-457
- 16.93%
$94.45 - $105.01 $43.2K - $48K
2.24K $230K
VICI
Vici Properties Inc.

Real Estate
-2.04K
- 16.26%
$28.21 - $32.68 $57.4K - $66.5K
10.5K $341K
D
Dominion Energy, Inc

Utilities
-705
- 8.84%
$52.85 - $57.43 $37.3K - $40.5K
7.27K $407K
TIP
Ishares Tr Tips Bd ETF

ETFs
-499
- 6.33%
$106.22 - $111.09 $53K - $55.4K
7.39K $820K
AES
Aes Corp

Utilities
-992
- 7.04%
$9.93 - $13.23 $9.85K - $13.1K
13.1K $162K
BP
Bp PLC

Energy
-2.43K
- 15.96%
$29.93 - $35.31 $72.8K - $85.9K
12.8K $433K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-285
- 8.48%
$66.3 - $74.17 $18.9K - $21.1K
3.08K $213K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-57
- 11.63%
$416.48 - $494.72 $23.7K - $28.2K
433 $210K
KLAC
Kla Corp

Technology
-65
- 11.73%
$636.62 - $777.63 $41.4K - $50.5K
489 $332K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-97
- 1.19%
$50.93 - $57.24 $4.94K - $5.55K
8.04K $426K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-7.77K
- 2.31%
$24.73 - $25.62 $192K - $199K
329K $8.4M
EEM
Ishares Msci Emerging Markets

ETFs
-1.5K
- 5.35%
$40.81 - $45.34 $61.3K - $68.1K
26.6K $1.16M
QCOM
Qualcomm Inc

Technology
-82
- 3.66%
$151.94 - $175.86 $12.5K - $14.4K
2.16K $331K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
-1.74K
- 12.39%
$5.75 - $6.1 $10K - $10.6K
12.3K $70K
PSX
Phillips 66

Energy
-240
- 11.95%
$113.93 - $131.55 $27.3K - $31.6K
1.77K $218K
AXSM
Axsome Therapeutics, Inc.

Healthcare
-800
- 30.4%
$80.05 - $137.75 $64K - $110K
1.83K $213K
SAP
Sap Se

Technology
-270
- 9.1%
$241.4 - $293.69 $65.2K - $79.3K
2.7K $723K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-123
- 7.42%
$162.48 - $175.37 $20K - $21.6K
1.54K $267K
IVE
Ishares S&P 500 Value ETF

ETFs
-26
- 0.64%
$185.78 - $198.58 $4.83K - $5.16K
4.07K $775K
WELL
Welltower Inc.

Real Estate
-360
- 19.88%
$124.05 - $156.86 $44.7K - $56.5K
1.45K $222K
DVYE
Ishares Emerging Markets Divid

ETFs
-2.32K
- 5.71%
$25.08 - $27.99 $58.2K - $64.9K
38.3K $1.04M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-21
- 0.52%
$51.26 - $52.53 $1.08K - $1.1K
3.98K $205K
WFC
Wells Fargo & Company

Financial Services
-199
- 2.29%
$66.78 - $81.42 $13.3K - $16.2K
8.49K $609K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-101
- 2.32%
$53.35 - $58.68 $5.39K - $5.93K
4.26K $239K
Blackrock Inc
-5.76K
- 22.19%
N/A
20.2K $0
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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