Signature Estate & Investment Advisors LLC Portfolio Holdings

Signature Estate & Investment Advisors LLC

  • $4.52 Billion
  • Q3 2025

Signature Estate & Investment Advisors LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.52 Billion distributed in 945 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 $576M, Vanguard Growth ETF with a value of $488M, Ishares Expanded Tech Sector E with a value of $235M, Ssga Active ETF Tr Spdr Doblel with a value of $218M, and Schwab Fundamental U S Large C with a value of $207M.

Examining the 13F form we can see an increase of $304M in the current position value, from $4.21B to 4.52B.

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

Portfolio value $4.52 Billion
ETFs: $3.04 Billion
Technology: $638 Million
Communication Services: $207 Million
Consumer Cyclical: $139 Million
Healthcare: $133 Million
Financial Services: $130 Million
Industrials: $70.6 Million
Consumer Defensive: $56.5 Million
Other: $95.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.25 Million 0.09% of portfolio
45,101
Q3 2025 Reduced 0.35%
$0
$4.22 Million 0.09% of portfolio
50,585
Q3 2025 Added 0.47%
$140B
$3.5 Million 0.08% of portfolio
9,341
Q3 2025 Reduced 0.53%
$0
$3.43 Million 0.08% of portfolio
36,007
Q3 2025 Reduced 0.27%
$0
$3.41 Million 0.08% of portfolio
40,535
Q3 2025 Added 1.06%
$0
$3.68 Million 0.08% of portfolio
63,983
Q3 2025 Added 16.44%
$0
$3.75 Million 0.08% of portfolio
126,436
Q3 2025 Added 15.01%
$0
$3.59 Million 0.08% of portfolio
83,871
Q3 2025 Reduced 2.29%
$0
$3.75 Million 0.08% of portfolio
114,275
Q3 2025 Added 42.32%
$0
$3.8 Million 0.08% of portfolio
82,198
Q3 2025 Reduced 1.22%
$0
$3.56 Million 0.08% of portfolio
66,393
Q3 2025 Reduced 2.95%
$0
$3.49 Million 0.08% of portfolio
30,461
Q3 2025 Added 3.39%
$0
$3.05 Million 0.07% of portfolio
87,842
Q3 2025 Added 6.6%
$0
$3.24 Million 0.07% of portfolio
35,426
Q3 2025 Added 0.8%
$0
$3.3 Million 0.07% of portfolio
34,411
Q3 2025 Added 2.46%
$0
$3.34 Million 0.07% of portfolio
52,518
Q3 2025 Added 42.77%
$0
$3.25 Million 0.07% of portfolio
56,970
Q3 2025 Added 0.05%
$0
$3.17 Million 0.07% of portfolio
63,097
Q3 2025 Added 106.05%
$0
$2.95 Million 0.07% of portfolio
105,703
Q3 2025 Reduced 4.93%
$0
$3.2 Million 0.07% of portfolio
76,296
Q3 2025 Added 77.66%
$0
$2.99 Million 0.07% of portfolio
11,646
Q3 2025 Added 5.02%
$0
$3.36 Million 0.07% of portfolio
45,724
Q3 2025 Reduced 3.48%
$0
$3.16 Million 0.07% of portfolio
20,488
Q3 2025 Added 13.12%
$0
$3.03 Million 0.07% of portfolio
68,475
Q3 2025 Reduced 0.93%
$73.4B
$3.22 Million 0.07% of portfolio
90,554
Q3 2025 Added 0.29%
$0
$3.19 Million 0.07% of portfolio
68,794
Q3 2025 Reduced 27.16%
$0
$3.07 Million 0.07% of portfolio
34,299
Q3 2025 Added 5.54%
$0
$3.11 Million 0.07% of portfolio
45,466
Q3 2025 Added 28.55%
$404B
$2.95 Million 0.07% of portfolio
3,189
Q3 2025 Added 7.16%
$0
$3.18 Million 0.07% of portfolio
66,070
Q3 2025 Added 86.94%
$0
$2.68 Million 0.06% of portfolio
39,778
Q3 2025 Added 75.77%
$0
$2.52 Million 0.06% of portfolio
78,987
Q3 2025 Added 29.64%
$0
$2.85 Million 0.06% of portfolio
24,004
Q3 2025 Reduced 4.64%
$490B
$2.65 Million 0.06% of portfolio
23,492
Q3 2025 Reduced 1.64%
$0
$2.67 Million 0.06% of portfolio
57,896
Q3 2025 New
$0
$2.68 Million 0.06% of portfolio
56,049
Q3 2025 Added 23.59%
$0
$2.72 Million 0.06% of portfolio
72,033
Q3 2025 Added 55.28%
$0
$2.81 Million 0.06% of portfolio
71,052
Q3 2025 Added 0.25%
$0
$2.61 Million 0.06% of portfolio
11,124
Q3 2025 Added 0.77%
$0
$2.69 Million 0.06% of portfolio
15,384
Q3 2025 Reduced 0.06%
$0
$2.04 Million 0.05% of portfolio
75,680
Q3 2025 Added 1.2%
$0
$2.33 Million 0.05% of portfolio
39,944
Q3 2025 Added 43.68%
$0
$2.42 Million 0.05% of portfolio
26,440
Q3 2025 Added 4.11%
$0
$2.14 Million 0.05% of portfolio
35,606
Q3 2025 Reduced 2.58%
$0
$2.24 Million 0.05% of portfolio
22,295
Q3 2025 Reduced 0.99%
$114B
$2.35 Million 0.05% of portfolio
20,525
Q3 2025 Reduced 77.58%
$593B
$2.23 Million 0.05% of portfolio
7,920
Q3 2025 Added 56.8%
$0
$2.17 Million 0.05% of portfolio
7,053
Q3 2025 Added 4.64%
$0
$2.17 Million 0.05% of portfolio
66,258
Q3 2025 Added 7.92%

Summary

  • Portfolio
  • No. of Stocks 945
  • Current Value $4.52 Billion
  • Prior Value $4.21 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 44 stocks
  • Additional Purchases 286 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 231 stocks
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