Signature Estate & Investment Advisors LLC Sells in Q2 2025

Signature Estate & Investment Advisors LLC

  • $4.21 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BP
Bp PLC

Energy
-2.55K
- 19.9%
$26.11 - $33.81 $66.6K - $86.2K
10.3K $307K
VONG
Vanguard Russell 1000 Growth E

ETFs
-2.95K
- 24.69%
$82.51 - $109.2 $243K - $322K
8.99K $981K
ELV
Elevance Health, Inc.

Healthcare
-4
- 0.15%
$372.27 - $452.69 $1.49K - $1.81K
2.64K $1.03M
KLAC
Kla Corp

Technology
-245
- 50.1%
$576.53 - $902.94 $141K - $221K
244 $218K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-23.5K
- 8.53%
$65.84 - $80.81 $1.55M - $1.9M
252K $20.2M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-2.55K
- 5.17%
$18.68 - $21.54 $47.7K - $54.9K
46.8K $955K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-988
- 11.87%
$100.35 - $100.71 $99.1K - $99.5K
7.34K $738K
VIG
Vanguard Dividend Appreciation

ETFs
-548
- 0.86%
N/A
63.4K $11.6M
HBAN
Huntington Bancshares Inc

Financial Services
-10.3K
- 23.27%
$12.49 - $16.76 $128K - $172K
33.9K $568K
BFK
Blackrock Municipal Income Trust

Financial Services
-7.5K
- 11.82%
$9.2 - $9.99 $69K - $74.9K
56K $536K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.96K
- 8.07%
$45.12 - $46.23 $88.3K - $90.5K
22.3K $1.03M
SBUX
Starbucks Corp

Consumer Cyclical
-546
- 9.8%
$79.69 - $99.41 $43.5K - $54.3K
5.03K $460K
SAP
Sap Se

Technology
-594
- 22.02%
$237.53 - $309.8 $141K - $184K
2.1K $639K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-1.87K
- 4.9%
$49.73 - $51.44 $92.9K - $96.1K
36.3K $1.87M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-3.95K
- 1.2%
$24.98 - $25.66 $98.6K - $101K
325K $8.32M
MS
Morgan Stanley

Financial Services
-1.75K
- 25.66%
$99.83 - $140.86 $175K - $246K
5.06K $713K
MCD
Mcdonalds Corp

Consumer Cyclical
-34
- 1.07%
$285.55 - $321.23 $9.71K - $10.9K
3.16K $922K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-2.49K
- 11.58%
$36.02 - $41.92 $89.7K - $104K
19K $796K
FXG
First Tr Exchange Traded First

ETFs
-256
- 0.93%
$61.21 - $66.04 $15.7K - $16.9K
27.2K $1.72M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.34K
- 3.24%
$79.56 - $82.92 $107K - $111K
40.1K $3.33M
AFL
Aflac Inc

Financial Services
-417
- 17.48%
$99.77 - $112.45 $41.6K - $46.9K
1.97K $207K
MBB
Ishares Tr

ETFs
-608
- 18.63%
$91.41 - $94.22 $55.6K - $57.3K
2.66K $249K
OKE
Oneok Inc

Energy
-92
- 3.24%
$78.71 - $100.37 $7.24K - $9.23K
2.75K $224K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-1.33K
- 26.74%
$58.52 - $71.7 $77.7K - $95.1K
3.64K $249K
MDT
Medtronic PLC

Healthcare
-516
- 12.64%
$80.68 - $88.86 $41.6K - $45.9K
3.57K $310K
ARCC
Ares Capital Corp

Financial Services
-2.35K
- 17.01%
$18.91 - $22.43 $44.4K - $52.7K
11.5K $251K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-608
- 1.66%
$85.42 - $94.39 $51.9K - $57.4K
36.1K $3.39M
CMCSA
Comcast Corp

Communication Services
-976
- 9.36%
$32.84 - $36.72 $32.1K - $35.8K
9.46K $337K
MGC
Vanguard Mega Cap ETF

ETFs
-427
- 20.68%
$179.23 - $224.92 $76.5K - $96K
1.64K $368K
DHR
Danaher Corp

Healthcare
-167
- 9.9%
$174.64 - $205.16 $29.2K - $34.3K
1.52K $300K
USFR
Wisdomtree Floating Rate Treas

ETFs
-865
- 2.75%
$50.28 - $50.47 $43.5K - $43.7K
30.6K $1.54M
VLUE
Ishares Msci Usa Value Factor

ETFs
-709
- 12.23%
$93.5 - $113.21 $66.3K - $80.3K
5.09K $576K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-214
- 1.59%
$68.13 - $74.77 $14.6K - $16K
13.3K $965K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-518
- 14.25%
$108.87 - $133.04 $56.4K - $68.9K
3.12K $414K
FEM
First Trust Emerging Markets A

ETFs
-2.62K
- 16.11%
$19.94 - $24.69 $52.2K - $64.6K
13.6K $334K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-4
- 0.29%
$212.1 - $244.27 $848 - $977
1.36K $296K
ADP
Automatic Data Processing Inc

Industrials
-124
- 7.87%
$276.76 - $326.81 $34.3K - $40.5K
1.45K $447K
DOX
Amdocs LTD

Technology
-36
- 0.03%
$80.46 - $94.08 $2.9K - $3.39K
114K $10.4M
AON
Aon PLC

Financial Services
-17
- 2.7%
$335.85 - $398.81 $5.71K - $6.78K
612 $218K
AES
Aes Corp

Utilities
-585
- 4.47%
$9.63 - $12.55 $5.63K - $7.34K
12.5K $131K
CNC
Centene Corp

Healthcare
-19
- 0.41%
$53.4 - $64.29 $1.01K - $1.22K
4.6K $249K
IWD
Ishares Russell 1000 Val ETF

ETFs
-262
- 7.46%
$166.82 - $194.23 $43.7K - $50.9K
3.25K $630K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-720
- 15.82%
$73.02 - $90.22 $52.6K - $65K
3.83K $341K
TJX
Tjx Companies Inc

Consumer Cyclical
-280
- 8.57%
$119.13 - $135.03 $33.4K - $37.8K
2.99K $368K
XLP
Consumer Staples Sector Spdr

ETFs
-359
- 5.64%
N/A
6.01K $456K
VICI
Vici Properties Inc.

Real Estate
-845
- 8.06%
$29.41 - $32.97 $24.9K - $27.9K
9.64K $314K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.13K
- 7.31%
$23.55 - $27.67 $50.1K - $58.9K
27K $746K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-397
- 3.47%
$72.02 - $73.82 $28.6K - $29.3K
11K $813K
HEFA
Ishares Currency Hedged Msci E

ETFs
-1.33K
- 8.09%
$32.11 - $38.21 $42.8K - $51K
15.2K $575K
Activity Summary
Buys All Purchases 338 New Holdings 52 Increased Positions 286 Sells All Sells 202 Reductions 202 Sold out 0 Options Calls 0 Puts 0
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