Signature Estate & Investment Advisors LLC Portfolio Holdings

Signature Estate & Investment Advisors LLC

  • $3.73 Billion
  • Q1 2025

Signature Estate & Investment Advisors LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.73 Billion distributed in 893 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 $477M, Vanguard Growth ETF with a value of $329M, Ssga Active ETF Tr Spdr Doblel with a value of $274M, Schwab Fundamental U S Large C with a value of $175M, and Ishares Expanded Tech Sector E with a value of $172M.

Examining the 13F form we can see an decrease of $205M in the current position value, from $3.94B to 3.73B.

Below you can find more details about Signature Estate & Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.73 Billion
ETFs: $2.47 Billion
Technology: $487 Million
Financial Services: $180 Million
Consumer Cyclical: $155 Million
Communication Services: $140 Million
Healthcare: $118 Million
Consumer Defensive: $50.7 Million
Industrials: $42.8 Million
Other: $80.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.44 Million 0.09% of portfolio
36,712
Q1 2025 Reduced 0.79%
$0
$3.51 Million 0.09% of portfolio
65,444
Q1 2025 Reduced 4.36%
$0
$3.39 Million 0.09% of portfolio
41,451
Q1 2025 Added 0.52%
$0
$3.53 Million 0.09% of portfolio
86,720
Q1 2025 Reduced 0.4%
$475B
$2.8 Million 0.08% of portfolio
23,567
Q1 2025 Added 13.4%
$0
$2.96 Million 0.08% of portfolio
60,661
Q1 2025 Reduced 4.86%
$0
$3.04 Million 0.08% of portfolio
29,080
Q1 2025 Reduced 6.55%
$0
$3.11 Million 0.08% of portfolio
54,361
Q1 2025 Added 11.75%
$0
$3 Million 0.08% of portfolio
48,328
Q1 2025 Reduced 0.02%
$0
$3.09 Million 0.08% of portfolio
96,836
Q1 2025 Added 4.13%
$0
$2.74 Million 0.07% of portfolio
34,432
Q1 2025 Reduced 21.86%
$144B
$2.53 Million 0.07% of portfolio
9,309
Q1 2025 Added 3.27%
$0
$2.62 Million 0.07% of portfolio
38,397
Q1 2025 Added 4.34%
$0
$2.73 Million 0.07% of portfolio
17,022
Q1 2025 Added 23.46%
$0
$2.65 Million 0.07% of portfolio
31,876
Q1 2025 Reduced 20.73%
$0
$2.44 Million 0.07% of portfolio
89,589
Q1 2025 Added 8.7%
$0
$2.52 Million 0.07% of portfolio
25,049
Q1 2025 Added 8.89%
$0
$2.69 Million 0.07% of portfolio
67,794
Q1 2025 Added 129.36%
$71.4B
$2.78 Million 0.07% of portfolio
94,601
Q1 2025 Added 3.29%
$0
$2.67 Million 0.07% of portfolio
63,454
Q1 2025 Added 2.04%
$0
$2.69 Million 0.07% of portfolio
32,391
Q1 2025 Added 1.88%
$0
$2.45 Million 0.07% of portfolio
75,730
Q1 2025 Added 23.09%
$0
$2.68 Million 0.07% of portfolio
26,031
Q1 2025 Added 41.17%
$0
$2.73 Million 0.07% of portfolio
88,504
Q1 2025 Reduced 1.85%
$0
$2.35 Million 0.06% of portfolio
70,227
Q4 2024 Added 3.03%
$434B
$2.14 Million 0.06% of portfolio
2,258
Q1 2025 Added 2.96%
$0
$2.21 Million 0.06% of portfolio
36,701
Q1 2025 Added 17.21%
$0
$2.36 Million 0.06% of portfolio
96,350
Q1 2025 Added 1.9%
$0
$2.08 Million 0.06% of portfolio
74,774
Q1 2025 Reduced 0.36%
$0
$2.43 Million 0.06% of portfolio
12,567
Q1 2025 Reduced 3.61%
$0
$2.23 Million 0.06% of portfolio
24,642
Q1 2025 Added 1.9%
$145B
$2.17 Million 0.06% of portfolio
7,679
Q1 2025 Added 4.53%
$0
$2.34 Million 0.06% of portfolio
11,593
Q1 2025 Reduced 3.62%
$0
$1.72 Million 0.05% of portfolio
10,689
Q1 2025 Added 2.77%
$0
$1.95 Million 0.05% of portfolio
38,167
Q1 2025 Added 14.37%
$281B
$1.92 Million 0.05% of portfolio
3,661
Q1 2025 Reduced 0.68%
$0
$1.77 Million 0.05% of portfolio
32,286
Q1 2025 Added 5.05%
$0
$1.73 Million 0.05% of portfolio
29,642
Q1 2025 Reduced 18.45%
$0
$1.78 Million 0.05% of portfolio
62,395
Q1 2025 Reduced 1.82%
$0
$1.79 Million 0.05% of portfolio
27,998
Q1 2025 Added 8.34%
$0
$1.82 Million 0.05% of portfolio
19,923
Q4 2024 Reduced 0.36%
$0
$1.99 Million 0.05% of portfolio
74,053
Q1 2025 Added 77.08%
$0
$1.8 Million 0.05% of portfolio
27,495
Q1 2025 Added 0.07%
$0
$1.82 Million 0.05% of portfolio
29,242
Q1 2025 Reduced 11.02%
$80.2B
$1.93 Million 0.05% of portfolio
3,769
Q1 2025 Reduced 0.82%
$0
$1.71 Million 0.05% of portfolio
6,635
Q1 2025 Reduced 1.29%
$0
$1.72 Million 0.05% of portfolio
54,797
Q1 2025 Added 9.01%
$254B
$1.9 Million 0.05% of portfolio
7,643
Q1 2025 Reduced 1.65%
$410B
$1.76 Million 0.05% of portfolio
10,615
Q1 2025 Reduced 0.31%

Summary

  • Portfolio
  • No. of Stocks 893
  • Current Value $3.73 Billion
  • Prior Value $3.94 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 49 stocks
  • Additional Purchases 271 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 191 stocks
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