Signature Estate & Investment Advisors LLC Portfolio Holdings

Signature Estate & Investment Advisors LLC

  • $3.73 Billion
  • Q1 2025

Signature Estate & Investment Advisors LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.73 Billion distributed in 893 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 $477M, Vanguard Growth ETF with a value of $329M, Ssga Active ETF Tr Spdr Doblel with a value of $274M, Schwab Fundamental U S Large C with a value of $175M, and Ishares Expanded Tech Sector E with a value of $172M.

Examining the 13F form we can see an decrease of $205M in the current position value, from $3.94B to 3.73B.

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

Portfolio value $3.73 Billion
ETFs: $2.47 Billion
Technology: $487 Million
Financial Services: $180 Million
Consumer Cyclical: $155 Million
Communication Services: $140 Million
Healthcare: $118 Million
Consumer Defensive: $50.7 Million
Industrials: $42.8 Million
Other: $80.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.14T
$100 Million 2.69% of portfolio
451,444
Q1 2025 Added 12.82%
$3.36T
$92.6 Million 2.48% of portfolio
246,637
Q1 2025 Added 53.08%
$2.05T
$87.3 Million 2.34% of portfolio
458,725
Q1 2025 Added 30.07%
$538B
$77.4 Million 2.07% of portfolio
141,299
Q1 2025 Added 5.24%
$273B
$69.2 Million 1.85% of portfolio
257,925
Q1 2025 Added 25.58%
$174B
$65 Million 1.74% of portfolio
891,680
Q1 2025 Reduced 6.74%
$1.01T
$64.5 Million 1.73% of portfolio
416,923
Q1 2025 Added 21.92%
$190B
$62.3 Million 1.67% of portfolio
162,353
Q1 2025 Added 11,571.68%
$1.43T
$60.4 Million 1.62% of portfolio
104,859
Q1 2025 Reduced 11.72%
$61.6B
$54.9 Million 1.47% of portfolio
683,316
Q1 2025 Reduced 13.82%
$86.3B
$43.2 Million 1.16% of portfolio
30,137
Q1 2025 Reduced 45.75%
$154B
$42.3 Million 1.13% of portfolio
84,942
Q1 2025 Reduced 22.96%
$92.6B
$41 Million 1.1% of portfolio
244,650
Q1 2025 Reduced 36.07%
$103B
$36.8 Million 0.99% of portfolio
54,736
Q1 2025 Reduced 46.99%
$133B
$36.8 Million 0.99% of portfolio
519,125
Q1 2025 Reduced 38.9%
$261B
$29.9 Million 0.8% of portfolio
340,585
Q1 2025 Reduced 55.37%
$678B
$15.3 Million 0.41% of portfolio
18,510
Q1 2025 Added 1,302.27%
$267B
$13.7 Million 0.37% of portfolio
82,097
Q1 2025 Reduced 79.3%
$10.3B
$12.6 Million 0.34% of portfolio
150,315
Q1 2025 Added 756.79%
$32.7B
$10.6 Million 0.28% of portfolio
121,899
Q1 2025 New
$11.1B
$10.4 Million 0.28% of portfolio
113,985
Q1 2025 Added 362.92%
$136B
$10.6 Million 0.28% of portfolio
72,869
Q1 2025 Reduced 21.58%
$96.1B
$10.3 Million 0.28% of portfolio
92,157
Q1 2025 Reduced 52.47%
$327B
$10 Million 0.27% of portfolio
92,643
Q1 2025 Added 3.09%
$22.8B
$9.1 Million 0.24% of portfolio
18,275
Q1 2025 Added 257.0%
$660B
$8.31 Million 0.22% of portfolio
15,605
Q1 2025 Added 14.81%
$48.9B
$7.94 Million 0.21% of portfolio
34,642
Q1 2025 New
$55.8B
$7.93 Million 0.21% of portfolio
209,562
Q1 2025 Reduced 54.78%
$302B
$7.13 Million 0.19% of portfolio
26,720
Q1 2025 Added 113.73%
$50.6B
$6.95 Million 0.19% of portfolio
35,630
Q1 2025 Added 219.24%
$97.9B
$6.77 Million 0.18% of portfolio
19,199
Q1 2025 Reduced 67.91%
$29.7B
$6.11 Million 0.16% of portfolio
33,284
Q1 2025 Added 280.56%
$36.2B
$6.06 Million 0.16% of portfolio
80,739
Q1 2025 New
$765B
$5.28 Million 0.14% of portfolio
21,507
Q1 2025 Reduced 3.21%
$1.03T
$4.41 Million 0.12% of portfolio
28,251
Q1 2025 Added 10.38%
$30.7B
$3.98 Million 0.11% of portfolio
91,301
Q1 2025 Added 74.27%
$1.07T
$3.75 Million 0.1% of portfolio
14,488
Q1 2025 Added 1.2%
$429B
$2.8 Million 0.08% of portfolio
23,567
Q1 2025 Added 13.4%
$128B
$2.53 Million 0.07% of portfolio
9,309
Q1 2025 Added 3.27%
$64.8B
$2.78 Million 0.07% of portfolio
94,601
Q1 2025 Added 3.29%
$446B
$2.14 Million 0.06% of portfolio
2,258
Q1 2025 Added 2.96%
$162B
$2.17 Million 0.06% of portfolio
7,679
Q1 2025 Added 4.53%
$276B
$1.92 Million 0.05% of portfolio
3,661
Q1 2025 Reduced 0.68%
$72.6B
$1.93 Million 0.05% of portfolio
3,769
Q1 2025 Reduced 0.82%
$232B
$1.9 Million 0.05% of portfolio
7,643
Q1 2025 Reduced 1.65%
$400B
$1.76 Million 0.05% of portfolio
10,615
Q1 2025 Reduced 0.31%
$145B
$1.74 Million 0.05% of portfolio
5,576
Q1 2025 Added 50.54%
$276B
$1.67 Million 0.04% of portfolio
10,493
Q1 2025 Reduced 3.81%
$578B
$1.55 Million 0.04% of portfolio
4,430
Q1 2025 Reduced 1.71%

Summary

  • Portfolio
  • No. of Stocks 893
  • Current Value $3.73 Billion
  • Prior Value $3.94 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 49 stocks
  • Additional Purchases 271 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 191 stocks
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