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
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-721
- 1.84%
$98.53 - $107.1 $71K - $77.2K
38.4K $4.04M
GLD
Spdr Gold Trust

ETFs
-165
- 3.24%
$300.96 - $355.47 $49.7K - $58.7K
4.93K $1.75M
ABBV
Abb Vie Inc.

Healthcare
-257
- 4.38%
$184.85 - $231.54 $47.5K - $59.5K
5.62K $1.3M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-158
- 0.35%
$87.69 - $96.0 $13.9K - $15.2K
45.1K $4.25M
VXF
Vanguard Extended Market ETF

ETFs
-1.12K
- 3.79%
$193.58 - $213.07 $216K - $238K
28.4K $5.94M
NOC
Northrop Grumman Corp

Industrials
-266
- 6.91%
$498.9 - $609.32 $133K - $162K
3.58K $2.18M
IXN
Ishares Global Information Tec

ETFs
-5.16K
- 6.86%
$91.28 - $103.32 $471K - $533K
70.1K $7.24M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-53
- 0.84%
$224.68 - $282.71 $11.9K - $15K
6.27K $1.75M
IYH
Ishares Tr

ETFs
-27
- 0.02%
$54.36 - $58.96 $1.47K - $1.59K
147K $8.65M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-200
- 3.06%
$103.83 - $179.9 $20.8K - $36K
6.33K $1.13M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-379
- 0.16%
$24.46 - $26.5 $9.27K - $10K
240K $6.32M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.25K
- 4.65%
$620.67 - $670.08 $775K - $836K
25.6K $17.1M
AVDV
American Centy ETF Tr Avantis

ETFs
-515
- 0.98%
$79.24 - $89.03 $40.8K - $45.9K
52.3K $4.65M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.26K
- 1.83%
$79.39 - $90.39 $99.8K - $114K
67.5K $5.98M
IVW
Ishares S&P 500 Growth ETF

ETFs
-609
- 0.77%
$108.97 - $121.65 $66.4K - $74.1K
79K $9.54M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-10.4K
- 1.83%
$32.11 - $34.92 $333K - $363K
558K $19.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-237
- 0.09%
$49.43 - $54.52 $11.7K - $12.9K
251K $13.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-55
- 0.19%
$546.99 - $602.2 $30.1K - $33.1K
28.8K $17.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-706
- 3.2%
$404.94 - $499.99 $286K - $353K
21.4K $10.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-723
- 5.22%
$293.94 - $444.72 $213K - $322K
13.1K $5.83M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.07K
- 0.18%
$53.81 - $57.52 $57.6K - $61.6K
584K $33.6M
GOOG
Alphabet Inc.

Communication Services
-499
- 1.72%
$175.16 - $255.24 $87.4K - $127K
28.5K $6.94M
NVDA
Nvidia Corp

Technology
-3.65K
- 3.82%
$153.3 - $186.58 $559K - $680K
91.7K $17.1M
AAPL
Apple Inc.

Technology
-78.4K
- 16.89%
$202.38 - $256.87 $15.9M - $20.1M
386K $98.3M
CGGR
Capital Group Growth ETF Shs C

ETFs
-92.2K
- 3.3%
$40.2 - $44.58 $3.71M - $4.11M
2.7M $119M
AVGO
Broadcom Inc.

Technology
-9.89K
- 3.9%
$264.74 - $369.57 $2.62M - $3.66M
244K $80.5M
GOOGL
Alphabet Inc.

Communication Services
-64.3K
- 13.04%
$174.36 - $254.72 $11.2M - $16.4M
429K $104M
IGM
Ishares Expanded Tech Sector E

ETFs
-60.9K
- 3.16%
$110.96 - $127.67 $6.76M - $7.78M
1.87M $235M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-38.4K
- 0.86%
$121.46 - $130.92 $4.67M - $5.03M
4.43M $576M
VUG
Vanguard Growth ETF

ETFs
-4.41K
- 0.43%
$433.97 - $484.08 $1.91M - $2.13M
1.02M $488M
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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