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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$542 Million 12.86% of portfolio
4,463,502
Q2 2025 Added 3.11%
$0
$448 Million 10.64% of portfolio
1,022,867
Q2 2025 Added 15.33%
$0
$217 Million 5.14% of portfolio
1,929,928
Q2 2025 Added 1.68%
$0
$212 Million 5.04% of portfolio
5,293,089
Q2 2025 Reduced 22.08%
$0
$192 Million 4.55% of portfolio
7,821,721
Q2 2025 Added 5.45%
$0
$114 Million 2.7% of portfolio
2,795,286
Q2 2025 Added 7.71%
$0
$87.9 Million 2.09% of portfolio
1,679,160
Q2 2025 Added 2.29%
$0
$80.6 Million 1.91% of portfolio
1,268,979
Q2 2025 Added 13,111.65%
$0
$54.1 Million 1.28% of portfolio
306,056
Q2 2025 Added 0.93%
$0
$46.8 Million 1.11% of portfolio
347,495
Q2 2025 Reduced 4.79%
$0
$39.1 Million 0.93% of portfolio
360,239
Q2 2025 New
$0
$36 Million 0.85% of portfolio
473,436
Q2 2025 Reduced 10.53%
$0
$34.6 Million 0.82% of portfolio
423,195
Q2 2025 Added 8.61%
$0
$31.8 Million 0.76% of portfolio
585,233
Q2 2025 Added 20.58%
$0
$29.4 Million 0.7% of portfolio
688,270
Q2 2025 Added 12.19%
$0
$28 Million 0.66% of portfolio
690,437
Q2 2025 Reduced 32.46%
$0
$18.5 Million 0.44% of portfolio
30,012
Q2 2025 Added 1.15%
$0
$18.3 Million 0.44% of portfolio
405,021
Q2 2025 Added 6.51%
$0
$18.6 Million 0.44% of portfolio
568,497
Q2 2025 Reduced 0.09%
$0
$16.7 Million 0.4% of portfolio
26,833
Q2 2025 Reduced 0.66%
$0
$15.9 Million 0.38% of portfolio
28,903
Q2 2025 Added 1.89%
$0
$15.1 Million 0.36% of portfolio
264,612
Q2 2025 Added 13.09%
$0
$13.2 Million 0.31% of portfolio
498,212
Q2 2025 Reduced 0.94%
$0
$12.4 Million 0.3% of portfolio
251,653
Q2 2025 Added 1.65%
$0
$11.6 Million 0.27% of portfolio
63,424
Q2 2025 Reduced 0.86%
$0
$10.9 Million 0.26% of portfolio
35,866
Q2 2025 Reduced 1.1%
$0
$9.97 Million 0.24% of portfolio
73,841
Q2 2025 Reduced 0.41%
$0
$9.33 Million 0.22% of portfolio
188,027
Q2 2025 Reduced 12.92%
$0
$8.76 Million 0.21% of portfolio
79,607
Q2 2025 Added 6.74%
$0
$8.41 Million 0.2% of portfolio
362,011
Q2 2025 Reduced 5.79%
$0
$8.32 Million 0.2% of portfolio
147,301
Q2 2025 Added 1,032.21%
$0
$8.62 Million 0.2% of portfolio
218,252
Q2 2025 Added 3.64%
$0
$8.32 Million 0.2% of portfolio
325,069
Q2 2025 Reduced 1.2%
$0
$8.12 Million 0.19% of portfolio
35,767
Q2 2025 Added 184.61%
$0
$7.15 Million 0.17% of portfolio
223,648
Q2 2025 Added 3.97%
$0
$7.12 Million 0.17% of portfolio
10,738
Q2 2025 Added 5.93%
$0
$6.95 Million 0.16% of portfolio
75,279
Q2 2025 Added 1.18%
$0
$6.93 Million 0.16% of portfolio
107,992
Q2 2025 Reduced 3.72%
$0
$5.87 Million 0.14% of portfolio
240,302
Q2 2025 Added 0.68%
$0
$5.72 Million 0.14% of portfolio
134,739
Q2 2025 Added 5.11%
$0
$6.02 Million 0.14% of portfolio
201,803
Q2 2025 Added 0.81%
$0
$5.59 Million 0.13% of portfolio
23,591
Q2 2025 Reduced 11.22%
$0
$5.48 Million 0.13% of portfolio
68,768
Q2 2025 Added 3.97%
$0
$5.3 Million 0.13% of portfolio
49,134
Q2 2025 Reduced 0.17%
$0
$5.68 Million 0.13% of portfolio
29,469
Q2 2025 Added 0.28%
$0
$5.15 Million 0.12% of portfolio
9,058
Q2 2025 Added 0.77%
$0
$4.74 Million 0.11% of portfolio
55,194
Q2 2025 Added 4.73%
$0
$4.72 Million 0.11% of portfolio
24,228
Q2 2025 Added 33.46%
$0
$4.49 Million 0.11% of portfolio
36,352
Q2 2025 Reduced 18.17%

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
Track This Portfolio

Track Signature Estate & Investment Advisors LLC Portfolio

Follow Signature Estate & Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Signature Estate & Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Signature Estate & Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email