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
$0
$4 Million 0.09% of portfolio
50,347
Q2 2025 Reduced 24.04%
$0
$3.92 Million 0.09% of portfolio
14,004
Q2 2025 Reduced 1.08%
$0
$3.85 Million 0.09% of portfolio
39,169
Q2 2025 Added 0.36%
$139B
$3.35 Million 0.08% of portfolio
9,391
Q2 2025 Added 0.88%
$0
$3.37 Million 0.08% of portfolio
26,228
Q2 2025 Added 169.06%
$0
$3.35 Million 0.08% of portfolio
41,112
Q2 2025 Added 7.07%
$0
$3.24 Million 0.08% of portfolio
56,943
Q2 2025 Added 4.75%
$0
$3.27 Million 0.08% of portfolio
47,374
Q2 2025 Reduced 1.97%
$0
$3.24 Million 0.08% of portfolio
29,462
Q2 2025 Added 13.18%
$0
$3.39 Million 0.08% of portfolio
36,104
Q2 2025 Reduced 1.66%
$0
$3.33 Million 0.08% of portfolio
40,109
Q2 2025 Reduced 3.24%
$0
$3.06 Million 0.07% of portfolio
33,586
Q2 2025 Added 5.36%
$0
$2.98 Million 0.07% of portfolio
109,939
Q2 2025 Added 14.1%
$0
$3.16 Million 0.07% of portfolio
99,407
Q2 2025 Added 2.66%
$0
$2.81 Million 0.07% of portfolio
111,184
Q2 2025 Reduced 2.86%
$0
$2.93 Million 0.07% of portfolio
32,498
Q2 2025 Added 0.33%
$0
$2.75 Million 0.07% of portfolio
25,173
Q2 2025 Reduced 13.44%
$0
$3.03 Million 0.07% of portfolio
54,947
Q2 2025 Added 70.19%
$0
$3.05 Million 0.07% of portfolio
35,144
Q2 2025 Added 2.07%
$418B
$2.95 Million 0.07% of portfolio
2,976
Q2 2025 Added 31.8%
$68.3B
$2.95 Million 0.07% of portfolio
90,296
Q2 2025 Reduced 4.55%
$0
$2.87 Million 0.07% of portfolio
67,800
Q2 2025 Added 6.85%
$0
$2.33 Million 0.06% of portfolio
11,039
Q2 2025 Added 3.27%
$0
$2.67 Million 0.06% of portfolio
18,111
Q2 2025 Added 54.08%
$476B
$2.57 Million 0.06% of portfolio
23,883
Q2 2025 Added 1.34%
$0
$2.54 Million 0.06% of portfolio
51,255
Q2 2025 Reduced 15.51%
$0
$2.62 Million 0.06% of portfolio
70,874
Q2 2025 Added 0.92%
$0
$2.53 Million 0.06% of portfolio
15,394
Q2 2025 Reduced 9.56%
$0
$2.68 Million 0.06% of portfolio
82,404
Q2 2025 Added 8.81%
$0
$2.5 Million 0.06% of portfolio
80,297
Q2 2025 Added 7.39%
$0
$2.66 Million 0.06% of portfolio
11,089
Q2 2025 Reduced 4.35%
$0
$1.97 Million 0.05% of portfolio
61,398
Q2 2025 Added 12.05%
$218B
$2.22 Million 0.05% of portfolio
7,542
Q2 2025 Reduced 1.32%
$145B
$2.08 Million 0.05% of portfolio
7,793
Q2 2025 Added 1.48%
$0
$2.02 Million 0.05% of portfolio
97,642
Q2 2025 New
$0
$2.29 Million 0.05% of portfolio
36,548
Q2 2025 Reduced 0.42%
$90.8B
$1.92 Million 0.05% of portfolio
3,848
Q2 2025 Added 2.1%
$0
$1.92 Million 0.05% of portfolio
6,740
Q2 2025 Added 1.58%
$0
$2.26 Million 0.05% of portfolio
22,517
Q2 2025 Reduced 10.11%
$0
$1.93 Million 0.05% of portfolio
56,319
Q2 2025 Reduced 36.37%
$0
$2.27 Million 0.05% of portfolio
36,785
Q2 2025 New
$0
$2.07 Million 0.05% of portfolio
45,349
Q2 2025 New
$314B
$2.11 Million 0.05% of portfolio
14,722
Q2 2025 Reduced 82.07%
$0
$2 Million 0.05% of portfolio
74,786
Q2 2025 Added 0.99%
$0
$1.91 Million 0.05% of portfolio
30,397
Q2 2025 Added 2.55%
$259B
$1.94 Million 0.05% of portfolio
10,662
Q2 2025 Added 1.61%
$0
$2.25 Million 0.05% of portfolio
35,368
Q2 2025 Added 199.75%
$0
$2.26 Million 0.05% of portfolio
25,396
Q2 2025 Added 3.06%
$0
$1.85 Million 0.04% of portfolio
88,551
Q2 2025 Added 17.23%

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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