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.
Portfolio value
$3.98 Billion
ETFs: $2.78 Billion
Technology: $394 Million
Financial Services: $153 Million
Healthcare: $142 Million
Consumer Cyclical: $130 Million
Communication Services: $129 Million
Consumer Defensive: $72.8 Million
Energy: $59.6 Million
Other: $117 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
