Signature Estate & Investment Advisors LLC Portfolio Holdings

Signature Estate & Investment Advisors LLC

  • $4.21 Billion
  • Q2 2025

Signature Estate & Investment Advisors LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.21 Billion distributed in 918 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $542M, Vanguard Growth ETF with a value of $448M, Ishares Expanded Tech Sector E with a value of $217M, Ssga Active ETF Tr Spdr Doblel with a value of $212M, and Schwab Fundamental U S Large C with a value of $192M.

Examining the 13F form we can see an increase of $481M in the current position value, from $3.73B to 4.21B.

Below you can find more details about Signature Estate & Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.21 Billion
ETFs: $2.83 Billion
Technology: $569 Million
Financial Services: $188 Million
Communication Services: $186 Million
Consumer Cyclical: $141 Million
Healthcare: $116 Million
Consumer Defensive: $54 Million
Industrials: $47.1 Million
Other: $79 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$111 Million 2.64% of portfolio
223,332
Q2 2025 Reduced 9.45%
$2.26T
$106 Million 2.51% of portfolio
481,392
Q2 2025 Added 4.94%
$3.69T
$95.3 Million 2.26% of portfolio
464,527
Q2 2025 Added 2.9%
$1.21T
$86.8 Million 2.06% of portfolio
492,808
Q2 2025 Added 18.2%
$1.78T
$82.9 Million 1.97% of portfolio
112,351
Q2 2025 Added 7.14%
$182B
$82.1 Million 1.95% of portfolio
879,867
Q2 2025 Reduced 1.32%
$548B
$79.9 Million 1.9% of portfolio
142,125
Q2 2025 Added 0.58%
$232B
$74.8 Million 1.77% of portfolio
274,295
Q2 2025 Added 6.35%
$127B
$70 Million 1.66% of portfolio
253,828
Q2 2025 Added 3.75%
$157B
$65.2 Million 1.55% of portfolio
168,502
Q2 2025 Added 3.79%
$61.1B
$56.9 Million 1.35% of portfolio
708,088
Q2 2025 Added 3.63%
$608B
$43.2 Million 1.03% of portfolio
55,433
Q2 2025 Added 199.48%
$94.7B
$42.8 Million 1.02% of portfolio
58,471
Q2 2025 Added 6.82%
$141B
$36.7 Million 0.87% of portfolio
528,308
Q2 2025 Added 1.77%
$281B
$32.7 Million 0.78% of portfolio
334,888
Q2 2025 Reduced 1.67%
$127B
$17.7 Million 0.42% of portfolio
132,949
Q2 2025 Added 1.13%
$162B
$13.6 Million 0.32% of portfolio
74,260
Q2 2025 Added 1.91%
$1.19B
$13 Million 0.31% of portfolio
231,957
Q2 2025 New
$32.7B
$10.9 Million 0.26% of portfolio
125,727
Q2 2025 Added 3.14%
$10.5B
$10.4 Million 0.25% of portfolio
113,949
Q2 2025 Reduced 0.03%
$57.4B
$10.3 Million 0.24% of portfolio
42,182
Q2 2025 New
$96.8B
$9.63 Million 0.23% of portfolio
91,567
Q2 2025 Reduced 0.64%
$60.2B
$9.11 Million 0.22% of portfolio
210,120
Q2 2025 Added 0.27%
$93.6B
$9.44 Million 0.22% of portfolio
18,528
Q2 2025 Reduced 3.49%
$25.9B
$9.41 Million 0.22% of portfolio
18,376
Q2 2025 Added 0.55%
$187B
$8.96 Million 0.21% of portfolio
22,090
Q2 2025 Reduced 73.99%
$621B
$8.12 Million 0.19% of portfolio
16,721
Q2 2025 Added 7.15%
$10.8B
$7.32 Million 0.17% of portfolio
99,169
Q2 2025 New
$147B
$7.06 Million 0.17% of portfolio
65,754
Q2 2025 New
$859B
$6.79 Million 0.16% of portfolio
23,416
Q2 2025 Added 8.88%
$48.2B
$6.55 Million 0.16% of portfolio
35,079
Q2 2025 Reduced 1.55%
$314B
$6.41 Million 0.15% of portfolio
26,891
Q2 2025 Added 0.64%
$40.9B
$6.15 Million 0.15% of portfolio
81,208
Q2 2025 Added 0.58%
$306B
$6.18 Million 0.15% of portfolio
87,363
Q2 2025 Added 604.71%
$1.24T
$5.14 Million 0.12% of portfolio
28,985
Q2 2025 Added 2.6%
$37.5B
$4.61 Million 0.11% of portfolio
93,778
Q2 2025 Added 2.71%
$1.08T
$4.4 Million 0.1% of portfolio
13,839
Q2 2025 Reduced 4.48%
$145B
$3.35 Million 0.08% of portfolio
9,391
Q2 2025 Added 0.88%
$439B
$2.95 Million 0.07% of portfolio
2,976
Q2 2025 Added 31.8%
$75.3B
$2.95 Million 0.07% of portfolio
90,296
Q2 2025 Reduced 4.55%
$442B
$2.57 Million 0.06% of portfolio
23,883
Q2 2025 Added 1.34%
$210B
$2.22 Million 0.05% of portfolio
7,542
Q2 2025 Reduced 1.32%
$142B
$2.08 Million 0.05% of portfolio
7,793
Q2 2025 Added 1.48%
$89.4B
$1.92 Million 0.05% of portfolio
3,848
Q2 2025 Added 2.1%
$302B
$2.11 Million 0.05% of portfolio
14,722
Q2 2025 Reduced 82.07%
$261B
$1.94 Million 0.05% of portfolio
10,662
Q2 2025 Added 1.61%
$45.7B
$1.48 Million 0.04% of portfolio
4,231
Q2 2025 Reduced 31.92%
$452B
$1.63 Million 0.04% of portfolio
10,661
Q2 2025 Added 0.43%
$152B
$1.74 Million 0.04% of portfolio
6,216
Q2 2025 Added 11.48%

Summary

  • Portfolio
  • No. of Stocks 918
  • Current Value $4.21 Billion
  • Prior Value $3.73 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 52 stocks
  • Additional Purchases 286 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 202 stocks
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