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
LMT
Lockheed Martin Corp

Industrials
-100
- 6.59%
$430.82 - $486.45 $43.1K - $48.6K
1.42K $656K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-276
- 19.49%
$273.67 - $366.17 $75.5K - $101K
1.14K $417K
DUK
Duke Energy Corp

Utilities
-28
- 0.72%
$112.46 - $124.05 $3.15K - $3.47K
3.85K $453K
IAU
Ishares Gold Trust

ETFs
-1.04K
- 7.71%
$56.1 - $64.74 $58.2K - $67.1K
12.4K $774K
UNP
Union Pacific Corp

Industrials
-38
- 2.71%
$208.27 - $238.46 $7.91K - $9.06K
1.36K $313K
NVO
Novo Nordisk A S

Healthcare
-219
- 2.66%
$58.08 - $81.05 $12.7K - $17.7K
8K $552K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-97
- 6.32%
$157.93 - $175.89 $15.3K - $17.1K
1.44K $251K
IWR
Ishares Russell Mid Cap ETF

ETFs
-825
- 9.43%
$74.88 - $91.97 $61.8K - $75.9K
7.93K $729K
MO
Altria Group, Inc.

Consumer Defensive
-122
- 2.11%
$55.56 - $60.91 $6.78K - $7.43K
5.67K $332K
MSTR
Microstrategy Inc

Technology
-281
- 32.83%
$237.95 - $421.61 $66.9K - $118K
575 $232K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-361
- 11.73%
$61.08 - $74.04 $22K - $26.7K
2.72K $201K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
-1.79K
- 14.58%
$5.37 - $5.86 $9.63K - $10.5K
10.5K $58K
DVY
Ishares Tr

ETFs
-15
- 0.28%
$118.37 - $134.86 $1.78K - $2.02K
5.37K $713K
FXU
First Tr Exchange Traded Fd Ut

ETFs
-538
- 4.87%
$37.86 - $43.29 $20.4K - $23.3K
10.5K $445K
HD
Home Depot, Inc.

Consumer Cyclical
-18
- 0.58%
$335.24 - $380.78 $6.03K - $6.85K
3.07K $1.13M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
-975
- 4.12%
$2.06 - $3.0 $2.01K - $2.93K
22.7K $54K
CLF
Cleveland Cliffs Inc.

Basic Materials
-57
- 0.53%
$5.83 - $8.88 $332 - $506
10.8K $81K
ITW
Illinois Tool Works Inc

Industrials
-21
- 1.23%
$218.41 - $252.43 $4.59K - $5.3K
1.68K $415K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-11
- 2.54%
$419.99 - $501.97 $4.62K - $5.52K
422 $204K
FISV
Fiserv Inc

Technology
-44
- 2.48%
N/A
1.73K $216K
ABT
Abbott Laboratories

Healthcare
-211
- 2.96%
$123.95 - $138.08 $26.2K - $29.1K
6.91K $940K
INTC
Intel Corp

Technology
-22
- 0.23%
$18.13 - $22.69 $399 - $499
9.53K $213K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-480
- 5.97%
$45.9 - $56.06 $22K - $26.9K
7.56K $423K
TXN
Texas Instruments Inc

Technology
-14
- 0.64%
N/A
2.16K $420K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-486
- 5.71%
$33.11 - $37.79 $16.1K - $18.4K
8.03K $303K
WELL
Welltower Inc.

Real Estate
-12
- 0.83%
$136.49 - $155.22 $1.64K - $1.86K
1.44K $221K
Innovator Etfs Trust
-70
- 0.16%
N/A
43.3K $0
Capital Grp Fixed Incm ETF T
-9.65K
- 5.75%
N/A
158K $0
Advisors Inner Circle Fd Ii
-4.11K
- 10.1%
N/A
36.6K $0
Advisors Inner Circle Fd Ii
-10.8K
- 16.71%
N/A
53.9K $0
HEIA
Heico Crp Cl A
-91
- 5.28%
N/A
1.63K $0
Goldman Sachs ETF Tr
-3.53K
- 17.16%
N/A
17K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
-62
- 2.43%
N/A
2.49K $0
Advisors Inner Circle Fd Ii
-3.52K
- 9.92%
N/A
32K $0
FJAN
First Exc Trd Viii Cboe Vest U
-35
- 0.67%
N/A
5.19K $0
Ge Vernova Inc
-12
- 0.87%
N/A
1.37K $0
F
Ford Motor CO

Consumer Cyclical
-5.08K
- 7.44%
$8.69 - $10.85 $44.1K - $55.1K
63.2K $685K
VBK
Vanguard Small Cap Growth ETF

ETFs
-320
- 8.89%
$219.76 - $276.94 $70.3K - $88.6K
3.28K $908K
EBAY
Ebay Inc

Consumer Cyclical
-215
- 6.94%
$59.52 - $79.36 $12.8K - $17.1K
2.88K $214K
VPU
Vanguard Utilities ETF

ETFs
-43
- 1.56%
$158.36 - $178.82 $6.81K - $7.69K
2.72K $479K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-154
- 9.18%
$134.25 - $172.52 $20.7K - $26.6K
1.52K $262K
NSC
Norfolk Southern Corp

Industrials
-110
- 5.56%
$206.34 - $257.46 $22.7K - $28.3K
1.87K $477K
AME
Ametek Inc

Industrials
-27
- 1.51%
$151.41 - $182.75 $4.09K - $4.93K
1.76K $317K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-682
- 6.85%
$30.87 - $39.17 $21.1K - $26.7K
9.28K $363K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-211
- 3.81%
$40.79 - $50.93 $8.61K - $10.7K
5.33K $271K
BK
Bank Of New York Mellon Corp

Financial Services
-2
- 0.08%
$73.31 - $91.62 $147 - $183
2.65K $241K
BSTP
Innovator Etfs Tr Buffer Step

ETFs
-503
- 2.83%
$29.64 - $34.54 $14.9K - $17.4K
17.3K $595K
EFG
Msci Eafe Growth ETF

ETFs
-29
- 1.22%
$89.8 - $112.0 $2.6K - $3.25K
2.34K $262K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-921
- 3.37%
$32.0 - $39.87 $29.5K - $36.7K
26.4K $1.05M
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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