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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.52 Million 0.12% of portfolio
52,700
Q1 2025 Added 105.93%
$0
$4.41 Million 0.12% of portfolio
66,525
Q1 2025 Added 18.94%
$0
$4.62 Million 0.12% of portfolio
8,989
Q1 2025 Added 1.41%
$0
$4.18 Million 0.11% of portfolio
93,846
Q1 2025 Reduced 4.03%
$0
$4.03 Million 0.11% of portfolio
109,383
Q1 2025 Added 0.79%
$0
$4.2 Million 0.11% of portfolio
15,802
Q1 2025 Added 3.45%
$0
$3.97 Million 0.11% of portfolio
126,076
Q1 2025 Added 18.21%
$0
$4.17 Million 0.11% of portfolio
46,467
Q1 2025 Reduced 0.17%
$0
$3.68 Million 0.1% of portfolio
52,712
Q1 2025 New
$0
$3.66 Million 0.1% of portfolio
14,157
Q1 2025 Reduced 2.68%
$0
$3.57 Million 0.1% of portfolio
39,027
Q1 2025 Added 2.93%
$0
$3.38 Million 0.09% of portfolio
18,154
Q1 2025 Added 1.64%
$0
$3.44 Million 0.09% of portfolio
36,712
Q1 2025 Reduced 0.79%
$0
$3.51 Million 0.09% of portfolio
65,444
Q1 2025 Reduced 4.36%
$0
$3.39 Million 0.09% of portfolio
41,451
Q1 2025 Added 0.52%
$0
$3.53 Million 0.09% of portfolio
86,720
Q1 2025 Reduced 0.4%
$0
$3.04 Million 0.08% of portfolio
29,080
Q1 2025 Reduced 6.55%
$0
$3.11 Million 0.08% of portfolio
54,361
Q1 2025 Added 11.75%
$0
$3 Million 0.08% of portfolio
48,328
Q1 2025 Reduced 0.02%
$0
$3.09 Million 0.08% of portfolio
96,836
Q1 2025 Added 4.13%
$0
$2.74 Million 0.07% of portfolio
34,432
Q1 2025 Reduced 21.86%
$0
$2.62 Million 0.07% of portfolio
38,397
Q1 2025 Added 4.34%
$0
$2.73 Million 0.07% of portfolio
17,022
Q1 2025 Added 23.46%
$0
$2.65 Million 0.07% of portfolio
31,876
Q1 2025 Reduced 20.73%
$0
$2.44 Million 0.07% of portfolio
89,589
Q1 2025 Added 8.7%
$0
$2.68 Million 0.07% of portfolio
114,452
Q1 2025 Reduced 1.99%
$0
$2.52 Million 0.07% of portfolio
25,049
Q1 2025 Added 8.89%
$0
$2.69 Million 0.07% of portfolio
67,794
Q1 2025 Added 129.36%
$0
$2.67 Million 0.07% of portfolio
63,454
Q1 2025 Added 2.04%
$0
$2.69 Million 0.07% of portfolio
32,391
Q1 2025 Added 1.88%
$0
$2.45 Million 0.07% of portfolio
75,730
Q1 2025 Added 23.09%
$0
$2.68 Million 0.07% of portfolio
26,031
Q1 2025 Added 41.17%
$0
$2.73 Million 0.07% of portfolio
88,504
Q1 2025 Reduced 1.85%
$0
$2.35 Million 0.06% of portfolio
70,227
Q4 2024 Added 3.03%
$0
$2.21 Million 0.06% of portfolio
36,701
Q1 2025 Added 17.21%
$0
$2.36 Million 0.06% of portfolio
96,350
Q1 2025 Added 1.9%
$0
$2.08 Million 0.06% of portfolio
74,774
Q1 2025 Reduced 0.36%
$0
$2.43 Million 0.06% of portfolio
12,567
Q1 2025 Reduced 3.61%
$0
$2.23 Million 0.06% of portfolio
24,642
Q1 2025 Added 1.9%
$0
$2.34 Million 0.06% of portfolio
11,593
Q1 2025 Reduced 3.62%
$0
$1.72 Million 0.05% of portfolio
10,689
Q1 2025 Added 2.77%
$0
$1.95 Million 0.05% of portfolio
38,167
Q1 2025 Added 14.37%
$0
$1.77 Million 0.05% of portfolio
32,286
Q1 2025 Added 5.05%
$0
$1.73 Million 0.05% of portfolio
29,642
Q1 2025 Reduced 18.45%
$0
$1.78 Million 0.05% of portfolio
62,395
Q1 2025 Reduced 1.82%
$0
$1.79 Million 0.05% of portfolio
27,998
Q1 2025 Added 8.34%
$0
$1.82 Million 0.05% of portfolio
19,923
Q4 2024 Reduced 0.36%
$0
$1.99 Million 0.05% of portfolio
74,053
Q1 2025 Added 77.08%
$0
$1.8 Million 0.05% of portfolio
27,495
Q1 2025 Added 0.07%

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
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