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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.4B
$1.21 Million 0.03% of portfolio
13,437
Q2 2025 Reduced 55.41%
$2.57B
$229,000 0.01% of portfolio
6,727
Q3 2024 New
$8.31B
$372,000 0.01% of portfolio
5,753
Q2 2025 Added 0.09%
$9.13B
$220,000 0.01% of portfolio
3,520
Q2 2025 Added 9.49%
$3.68B
$232,000 0.01% of portfolio
575
Q2 2025 Reduced 32.83%
$8.62B
$131,000 0.0% of portfolio
12,505
Q2 2025 Reduced 4.47%
$2.2B
$49,000 0.0% of portfolio
19,092
Q2 2025 Added 0.48%
$5.22B
$119,000 0.0% of portfolio
13,002
Q2 2025 New
$3.81B
$69,000 0.0% of portfolio
32,855
Q2 2025 New
$2.79B
$164,000 0.0% of portfolio
14,129
Q1 2025 Reduced 12.62%
$5.11B
$81,000 0.0% of portfolio
10,769
Q2 2025 Reduced 0.53%

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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