Signature Estate & Investment Advisors LLC Portfolio Holdings
Signature Estate & Investment Advisors LLC
- $3.98 Billion
- Q2 2024
Signature Estate & Investment Advisors LLC has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.98 Billion distributed in 809 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 $450M, First Tr ETF Viii Tcw Opportun with a value of $324M, Ssga Active ETF Tr Spdr Doblel with a value of $291M, Vanguard Growth ETF with a value of $269M, and Schwab Fundamental U S Large C with a value of $180M.
Examining the 13F form we can see an increase of $447M in the current position value, from $3.53B to 3.98B.
Below you can find more details about Signature Estate & Investment Advisors LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 809
- Current Value $3.98 Billion
- Prior Value $3.53 Billion
- Filing
- Period Q2 2024
- Filing Date July 25, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 334 stocks
- Additional Purchases 124 stocks
- Sold out of 0 stocks
- Reduced holdings in 36 stocks