Signature Estate & Investment Advisors LLC Portfolio Holdings
Signature Estate & Investment Advisors LLC
- $4.32 Billion
- Q3 2024
Signature Estate & Investment Advisors LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $4.32 Billion distributed in 845 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 $478M, First Tr ETF Viii Tcw Opportun with a value of $352M, Vanguard Growth ETF with a value of $345M, Ssga Active ETF Tr Spdr Doblel with a value of $310M, and Schwab Fundamental U S Large C with a value of $229M.
Examining the 13F form we can see an increase of $338M in the current position value, from $3.98B to 4.32B.
Below you can find more details about Signature Estate & Investment Advisors LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 845
- Current Value $4.32 Billion
- Prior Value $3.98 Billion
- Filing
- Period Q3 2024
- Filing Date November 06, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 39 stocks
- Additional Purchases 265 stocks
- Sold out of 0 stocks
- Reduced holdings in 175 stocks