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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$105B
$9.63 Million 0.23% of portfolio
91,567
Q2 2025 Reduced 0.64%
$0
$9.33 Million 0.22% of portfolio
188,027
Q2 2025 Reduced 12.92%
$63.5B
$9.11 Million 0.22% of portfolio
210,120
Q2 2025 Added 0.27%
$91B
$9.44 Million 0.22% of portfolio
18,528
Q2 2025 Reduced 3.49%
$25.2B
$9.41 Million 0.22% of portfolio
18,376
Q2 2025 Added 0.55%
$0
$8.76 Million 0.21% of portfolio
79,607
Q2 2025 Added 6.74%
$193B
$8.96 Million 0.21% of portfolio
22,090
Q2 2025 Reduced 73.99%
$0
$8.41 Million 0.2% of portfolio
362,011
Q2 2025 Reduced 5.79%
$0
$8.32 Million 0.2% of portfolio
147,301
Q2 2025 Added 1,032.21%
$0
$8.62 Million 0.2% of portfolio
218,252
Q2 2025 Added 3.64%
$0
$8.32 Million 0.2% of portfolio
325,069
Q2 2025 Reduced 1.2%
$654B
$8.12 Million 0.19% of portfolio
16,721
Q2 2025 Added 7.15%
$0
$8.12 Million 0.19% of portfolio
35,767
Q2 2025 Added 184.61%
$11.2B
$7.32 Million 0.17% of portfolio
99,169
Q2 2025 New
$0
$7.15 Million 0.17% of portfolio
223,648
Q2 2025 Added 3.97%
$0
$7.12 Million 0.17% of portfolio
10,738
Q2 2025 Added 5.93%
$0
$6.95 Million 0.16% of portfolio
75,279
Q2 2025 Added 1.18%
$0
$6.93 Million 0.16% of portfolio
107,992
Q2 2025 Reduced 3.72%
$884B
$6.79 Million 0.16% of portfolio
23,416
Q2 2025 Added 8.88%
$47.5B
$6.55 Million 0.16% of portfolio
35,079
Q2 2025 Reduced 1.55%
$314B
$6.41 Million 0.15% of portfolio
26,891
Q2 2025 Added 0.64%
$40.8B
$6.15 Million 0.15% of portfolio
81,208
Q2 2025 Added 0.58%
$298B
$6.18 Million 0.15% of portfolio
87,363
Q2 2025 Added 604.71%
$0
$5.87 Million 0.14% of portfolio
240,302
Q2 2025 Added 0.68%
$0
$5.72 Million 0.14% of portfolio
134,739
Q2 2025 Added 5.11%
$0
$6.02 Million 0.14% of portfolio
201,803
Q2 2025 Added 0.81%
$0
$5.59 Million 0.13% of portfolio
23,591
Q2 2025 Reduced 11.22%
$0
$5.48 Million 0.13% of portfolio
68,768
Q2 2025 Added 3.97%
$0
$5.3 Million 0.13% of portfolio
49,134
Q2 2025 Reduced 0.17%
$0
$5.68 Million 0.13% of portfolio
29,469
Q2 2025 Added 0.28%
$1.3T
$5.14 Million 0.12% of portfolio
28,985
Q2 2025 Added 2.6%
$0
$5.15 Million 0.12% of portfolio
9,058
Q2 2025 Added 0.77%
$0
$4.74 Million 0.11% of portfolio
55,194
Q2 2025 Added 4.73%
$39.6B
$4.61 Million 0.11% of portfolio
93,778
Q2 2025 Added 2.71%
$0
$4.72 Million 0.11% of portfolio
24,228
Q2 2025 Added 33.46%
$0
$4.49 Million 0.11% of portfolio
36,352
Q2 2025 Reduced 18.17%
$0
$4.78 Million 0.11% of portfolio
35,861
Q2 2025 Reduced 2.2%
$0
$4.54 Million 0.11% of portfolio
17,075
Q2 2025 Added 8.06%
$0
$4.13 Million 0.1% of portfolio
94,449
Q2 2025 Added 785.35%
$1.05T
$4.4 Million 0.1% of portfolio
13,839
Q2 2025 Reduced 4.48%
$0
$4.41 Million 0.1% of portfolio
88,078
Q2 2025 Reduced 33.02%
$0
$4.19 Million 0.1% of portfolio
52,792
Q2 2025 Added 0.15%
$0
$4.18 Million 0.1% of portfolio
111,414
Q2 2025 Added 1.86%
$0
$4.02 Million 0.1% of portfolio
45,259
Q2 2025 Reduced 13.88%
$0
$4.27 Million 0.1% of portfolio
97,205
Q2 2025 Reduced 5.68%
$0
$3.67 Million 0.09% of portfolio
68,410
Q2 2025 Added 4.53%
$0
$3.72 Million 0.09% of portfolio
85,839
Q2 2025 Reduced 1.02%
$0
$3.88 Million 0.09% of portfolio
42,697
Q2 2025 Reduced 8.11%
$0
$3.72 Million 0.09% of portfolio
83,214
Q2 2025 Reduced 11.33%

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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