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
$1.32B
$136,000 0.0% of portfolio
11,633
Q2 2024 New
$1.86B
$60,000 0.0% of portfolio
19,000
Q2 2024 New
$2.63B
$182,000 0.0% of portfolio
14,129
Q1 2025 Reduced 12.62%
$441M
$122,000 0.0% of portfolio
18,160
Q2 2024 New
$3.34B
$88,000 0.0% of portfolio
10,826
Q4 2024 New
$269M
$11,000 0.0% of portfolio
17,392
Q3 2024 Reduced 0.55%
-
$0 0.0% of portfolio
-
Q1 2025 Added 35.38%
$285M
$156,000 0.0% of portfolio
11,594
Q3 2023 New
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.29%
-
$0 0.0% of portfolio
-
Q1 2025 New
$453B
$0 0.0% of portfolio
0
Q1 2025 New
-
$0 0.0% of portfolio
-
Q1 2025 Added 3.29%
$0
$70,000 0.0% of portfolio
12,300
Q1 2025 Reduced 12.39%
-
$0 0.0% of portfolio
-
Q1 2025 New

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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