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
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.15K
- 7.18%
$54.19 - $67.22 $62.4K - $77.4K
14.9K $1M
FIW
First Trust Water ETF

ETFs
-403
- 3.9%
$90.26 - $108.05 $36.4K - $43.5K
9.92K $1.07M
HON
Honeywell International Inc

Industrials
-120
- 3.91%
$182.86 - $232.88 $21.9K - $27.9K
2.95K $686K
TDVG
T Rowe Price Exchange Traded F

Technology
-28
- 0.14%
$36.12 - $42.38 $1.01K - $1.19K
19.8K $839K
VFH
Vanguard Financial ETF

ETFs
-440
- 3.53%
$104.87 - $127.3 $46.1K - $56K
12K $1.53M
GLD
Spdr Gold Trust

ETFs
-140
- 2.68%
$273.71 - $316.29 $38.3K - $44.3K
5.09K $1.55M
CAT
Caterpillar Inc

Industrials
-133
- 7.92%
$273.94 - $388.21 $36.4K - $51.6K
1.55K $600K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
-111
- 0.36%
$21.21 - $23.5 $2.35K - $2.61K
30.8K $723K
CSCO
Cisco Systems, Inc.

Technology
-198
- 2.43%
$53.19 - $69.38 $10.5K - $13.7K
7.95K $551K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-807
- 2.2%
$114.78 - $133.31 $92.6K - $108K
35.9K $4.78M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-11
- 0.19%
$149.76 - $186.42 $1.65K - $2.05K
5.71K $1.06M
FTLS
First Tr Long/Short Equity ETF

ETFs
-10
- 0.04%
$60.06 - $66.28 $601 - $663
28K $1.86M
AMD
Advanced Micro Devices Inc

Technology
-326
- 11.58%
$78.21 - $143.81 $25.5K - $46.9K
2.49K $353K
ITA
Ishares Tr

ETFs
-827
- 12.9%
$135.31 - $188.64 $112K - $156K
5.58K $1.05M
EEM
Ishares Msci Emerging Markets

ETFs
-936
- 3.52%
$38.52 - $48.28 $36.1K - $45.2K
25.6K $1.24M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-30
- 1.4%
$201.28 - $266.34 $6.04K - $7.99K
2.11K $563K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-153
- 0.42%
$54.27 - $63.01 $8.3K - $9.64K
36.5K $2.29M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-1.22K
- 1.96%
$26.82 - $30.48 $32.8K - $37.3K
61.2K $1.86M
LHX
L3 Harris Technologies, Inc.

Industrials
-7
- 0.3%
$200.21 - $256.99 $1.4K - $1.8K
2.29K $574K
LECO
Lincoln Electric Holdings Inc

Industrials
-85
- 1.33%
$167.18 - $211.38 $14.2K - $18K
6.32K $1.31M
DIS
Walt Disney CO

Communication Services
-867
- 10.31%
$81.72 - $124.01 $70.9K - $108K
7.54K $934K
VOT
Vanguard Mid Cap Growth Index

ETFs
-493
- 7.86%
$216.28 - $284.39 $107K - $140K
5.78K $1.64M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-764
- 6.26%
$70.54 - $93.95 $53.9K - $71.8K
11.4K $1.07M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.27K
- 2.86%
$20.42 - $25.3 $66.7K - $82.7K
111K $2.81M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-33
- 0.56%
$40.51 - $71.03 $1.34K - $2.34K
5.84K $410K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-462
- 11.58%
$179.95 - $278.88 $83.1K - $129K
3.53K $983K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-136
- 7.53%
$177.93 - $313.14 $24.2K - $42.6K
1.67K $522K
CSX
Csx Corp

Industrials
-4.31K
- 4.55%
$26.69 - $32.91 $115K - $142K
90.3K $2.95M
PLTR
Palantir Technologies Inc.

Technology
-79
- 2.13%
$74.01 - $144.25 $5.85K - $11.4K
3.64K $495K
DFND
Siren Divcon Dividend Defender

ETFs
-881
- 1.02%
$38.8 - $45.16 $34.2K - $39.8K
85.8K $3.72M
CEG
Constellation Energy Corp

Utilities
-281
- 11.35%
$170.96 - $322.76 $48K - $90.7K
2.19K $708K
FDN
First Tr Fd Dow Jones

ETFs
-313
- 4.46%
$200.29 - $269.33 $62.7K - $84.3K
6.71K $1.81M
GE
General Electric CO

Industrials
-131
- 2.6%
$166.81 - $257.39 $21.9K - $33.7K
4.9K $1.26M
VO
Vanguard Mid Cap ETF

ETFs
-153
- 1.08%
$228.54 - $279.83 $35K - $42.8K
14K $3.92M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-954
- 1.97%
$55.54 - $69.09 $53K - $65.9K
47.4K $3.27M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-504
- 4.35%
$180.84 - $240.32 $91.1K - $121K
11.1K $2.66M
IBM
International Business Machines Corp

Technology
-101
- 1.32%
$221.03 - $294.78 $22.3K - $29.8K
7.54K $2.22M
ORCL
Oracle Corp

Technology
-330
- 6.13%
$122.82 - $218.63 $40.5K - $72.1K
5.05K $1.1M
FPX
First Trust Us Equity Opportun

ETFs
-232
- 1.97%
$99.2 - $144.91 $23K - $33.6K
11.6K $1.67M
COIN
Coinbase Global, Inc.

Technology
-1.98K
- 31.92%
$151.47 - $375.07 $301K - $744K
4.23K $1.48M
LRGF
Ishares Tr

ETFs
-4.17K
- 3.72%
$51.37 - $64.13 $214K - $267K
108K $6.93M
IOO
Ishares Tr Global 100 ETF

ETFs
-84
- 0.17%
$84.95 - $107.81 $7.14K - $9.06K
49.1K $5.3M
TSLA
Tesla, Inc.

Consumer Cyclical
-649
- 4.48%
$221.86 - $362.89 $144K - $236K
13.8K $4.4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-306
- 0.41%
$108.12 - $135.04 $33.1K - $41.3K
73.8K $9.97M
VTI
Vanguard Total Stock Market Et

ETFs
-400
- 1.1%
$243.75 - $303.93 $97.5K - $122K
35.9K $10.9M
IVV
Ishares Core S&P 500 ETF

ETFs
-179
- 0.66%
$498.8 - $620.9 $89.3K - $111K
26.8K $16.7M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-524
- 0.09%
$26.38 - $32.66 $13.8K - $17.1K
568K $18.6M
CRWD
Crowd Strike Holdings, Inc.

Technology
-671
- 3.49%
$321.63 - $509.31 $216K - $342K
18.5K $9.44M
WMT
Walmart Inc.

Consumer Defensive
-5.7K
- 1.67%
$81.79 - $99.98 $466K - $570K
335K $32.7M
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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