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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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