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
Advisors Inner Circle Fd Ii
-301
- 0.84%
N/A
35.5K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-13
- 0.29%
N/A
4.44K $0
Advisors Inner Circle Fd Ii
-7.17K
- 14.98%
N/A
40.7K $0
Advisors Inner Circle Fd Ii
-97
- 0.21%
N/A
45.6K $0
Capital Grp Fixed Incm ETF T
-2.5K
- 1.47%
N/A
168K $0
PAYX
Paychex Inc

Industrials
-190
- 8.92%
$136.06 - $154.52 $25.9K - $29.4K
1.94K $299K
CHTR
Charter Communications, Inc.

Communication Services
-31
- 5.1%
$334.89 - $384.77 $10.4K - $11.9K
577 $212K
KMI
Kinder Morgan, Inc.

Energy
-30
- 0.28%
$26.1 - $31.22 $783 - $937
10.9K $309K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-908
- 15.47%
$46.15 - $63.53 $41.9K - $57.7K
4.96K $305K
AON
Aon PLC

Financial Services
-35
- 5.27%
$348.44 - $409.32 $12.2K - $14.3K
629 $251K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-51
- 0.44%
$71.17 - $73.66 $3.63K - $3.76K
11.4K $840K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-144
- 3.07%
$75.32 - $84.77 $10.8K - $12.2K
4.55K $371K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-27
- 0.97%
$74.85 - $84.89 $2.02K - $2.29K
2.77K $226K
IEF
Ishares Barclays

ETFs
-151
- 1.39%
$91.17 - $95.39 $13.8K - $14.4K
10.7K $1.03M
VLO
Valero Energy Corp

Energy
-41
- 1.55%
$121.76 - $142.99 $4.99K - $5.86K
2.6K $343K
DINT
Davis Fundamental ETF Tr

ETFs
-601
- 2.22%
$20.94 - $24.54 $12.6K - $14.7K
26.5K $612K
EFV
Msci Eafe Value ETF

ETFs
-702
- 6.81%
$51.88 - $60.73 $36.4K - $42.6K
9.61K $566K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-43
- 0.13%
$25.81 - $28.52 $1.11K - $1.23K
32.2K $886K
EMGF
Ishares Msci Emerging Markets

ETFs
-418
- 1.22%
$44.18 - $48.23 $18.5K - $20.2K
33.7K $1.58M
DE
Deere & CO

Industrials
-46
- 3.72%
$408.57 - $509.27 $18.8K - $23.4K
1.19K $558K
UNH
Unitedhealth Group Inc

Healthcare
-25
- 0.68%
$461.52 - $548.18 $11.5K - $13.7K
3.66K $1.92M
MCD
Mcdonalds Corp

Consumer Cyclical
-45
- 1.39%
$279.74 - $321.29 $12.6K - $14.5K
3.19K $996K
AZN
Astrazeneca PLC

Healthcare
-86
- 0.95%
$65.37 - $77.96 $5.62K - $6.7K
8.96K $658K
FTCS
First Trust Capital Strength E

ETFs
-80
- 0.17%
$86.39 - $91.35 $6.91K - $7.31K
46.5K $4.17M
DFND
Siren Divcon Dividend Defender

ETFs
-351
- 0.4%
$40.05 - $44.09 $14.1K - $15.5K
86.7K $3.53M
JXI
Ishares Tr Global Utils ETF

ETFs
-296
- 1.28%
$62.9 - $69.09 $18.6K - $20.5K
22.9K $1.58M
RTX
Raytheon Technologies Corp

Industrials
-225
- 2.93%
$114.1 - $135.66 $25.7K - $30.5K
7.46K $988K
V
Visa Inc.

Financial Services
-77
- 1.71%
$306.92 - $362.71 $23.6K - $27.9K
4.43K $1.55M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-237
- 1.15%
$69.81 - $78.9 $16.5K - $18.7K
20.4K $1.59M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-269
- 0.36%
$25.54 - $28.79 $6.87K - $7.74K
74.8K $2.08M
INTF
Ishares Tr

ETFs
-1.67K
- 1.85%
$28.43 - $31.96 $47.5K - $53.4K
88.5K $2.73M
NOC
Northrop Grumman Corp

Industrials
-31
- 0.82%
$433.45 - $513.82 $13.4K - $15.9K
3.77K $1.93M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-292
- 0.79%
$87.68 - $94.52 $25.6K - $27.6K
36.7K $3.44M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-8
- 0.02%
$58.01 - $64.46 $464 - $516
48.3K $3M
GE
General Electric CO

Industrials
-35
- 0.69%
$168.59 - $212.13 $5.9K - $7.42K
5.04K $1.01M
IBM
International Business Machines Corp

Technology
-128
- 1.65%
$217.4 - $264.74 $27.8K - $33.9K
7.64K $1.9M
JNJ
Johnson & Johnson

Healthcare
-33
- 0.31%
$142.06 - $167.7 $4.69K - $5.53K
10.6K $1.76M
PM
Philip Morris International Inc.

Consumer Defensive
-416
- 3.81%
$117.15 - $158.79 $48.7K - $66.1K
10.5K $1.67M
VEA
Vanguard Ftse Developed Market

ETFs
-59
- 0.03%
$47.4 - $52.99 $2.8K - $3.13K
234K $11.9M
UBER
Uber Technologies, Inc

Technology
-64.5K
- 6.74%
$63.17 - $81.49 $4.07M - $5.25M
892K $65M
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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