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
$610B
$1.1 Million 0.03% of portfolio
5,051
Q2 2025 Reduced 6.13%
$6.51B
$1.21 Million 0.03% of portfolio
13,437
Q2 2025 Reduced 55.41%
$0
$1.38 Million 0.03% of portfolio
5,553
Q2 2025 Reduced 7.63%
$83.8B
$1.06 Million 0.03% of portfolio
5,706
Q2 2025 Reduced 0.19%
$14.1B
$1.31 Million 0.03% of portfolio
6,324
Q2 2025 Reduced 1.33%
$0
$1.42 Million 0.03% of portfolio
22,631
Q2 2025 Added 1.25%
$0
$1.09 Million 0.03% of portfolio
11,802
Q2 2025 Added 37.41%
$1.2T
$1.43 Million 0.03% of portfolio
6,324
Q2 2025 Added 7.15%
$0
$1.11 Million 0.03% of portfolio
16,922
Q2 2025 Added 3.87%
$301B
$1.26 Million 0.03% of portfolio
4,904
Q2 2025 Reduced 2.6%
$97.5B
$1.06 Million 0.03% of portfolio
1,521
Q2 2025 Added 5.04%
$0
$1.41 Million 0.03% of portfolio
28,050
Q1 2025 Reduced 1.81%
$233B
$1.15 Million 0.03% of portfolio
7,849
Q2 2025 Added 5.16%
$0
$809,000 0.02% of portfolio
16,450
Q2 2025 Added 0.61%
$0
$815,000 0.02% of portfolio
7,412
Q2 2025 Added 0.3%
$84.2B
$642,000 0.02% of portfolio
9,529
Q2 2025 Added 26.21%
$0
$713,000 0.02% of portfolio
5,370
Q2 2025 Reduced 0.28%
$255B
$713,000 0.02% of portfolio
5,063
Q2 2025 Reduced 25.66%
$119B
$656,000 0.02% of portfolio
1,418
Q2 2025 Reduced 6.59%
$0
$1.05 Million 0.02% of portfolio
26,382
Q2 2025 Reduced 3.37%
$538B
$969,000 0.02% of portfolio
724
Q2 2025 Added 17.72%
$0
$782,000 0.02% of portfolio
1,842
Q2 2025 Added 1.49%
$0
$729,000 0.02% of portfolio
7,927
Q2 2025 Reduced 9.43%
$0
$748,000 0.02% of portfolio
12,646
Q2 2025 Added 1.78%
$0
$1.03 Million 0.02% of portfolio
22,301
Q2 2025 Reduced 8.07%
$0
$1.05 Million 0.02% of portfolio
5,582
Q2 2025 Reduced 12.9%
$0
$973,000 0.02% of portfolio
15,693
Q2 2025 Added 5.17%
$213B
$638,000 0.02% of portfolio
8,069
Q2 2025 Reduced 27.48%
$0
$723,000 0.02% of portfolio
30,798
Q2 2025 Reduced 0.36%
$0
$819,000 0.02% of portfolio
4,352
Q2 2025 Added 0.81%
$0
$898,000 0.02% of portfolio
7,101
Q2 2025 Reduced 19.83%
$86.9B
$633,000 0.02% of portfolio
2,317
Q2 2025 Added 0.04%
$0
$1.03 Million 0.02% of portfolio
8,829
Q2 2025 Added 0.14%
$0
$715,000 0.02% of portfolio
20,747
Q2 2025 Added 27.34%
$231B
$922,000 0.02% of portfolio
3,157
Q2 2025 Reduced 1.07%
$0
$828,000 0.02% of portfolio
4,239
Q2 2025 Added 4.23%
$0
$880,000 0.02% of portfolio
16,918
Q2 2025 Reduced 49.84%
$0
$796,000 0.02% of portfolio
19,005
Q2 2025 Reduced 11.58%
$0
$897,000 0.02% of portfolio
6,470
Q2 2025 Added 0.4%
$0
$1 Million 0.02% of portfolio
14,882
Q2 2025 Reduced 7.18%
$0
$983,000 0.02% of portfolio
3,528
Q2 2025 Reduced 11.58%
$0
$659,000 0.02% of portfolio
5,639
Q2 2025 Added 0.37%
$186B
$649,000 0.02% of portfolio
15,001
Q2 2025 Added 2.56%
$62.1B
$765,000 0.02% of portfolio
17,818
Q2 2025 Added 11.37%
$0
$910,000 0.02% of portfolio
15,366
Q2 2025 Added 15.41%
$312B
$749,000 0.02% of portfolio
9,352
Q2 2025 Added 10.11%
$0
$831,000 0.02% of portfolio
15,502
Q2 2024 Added 10.36%
$0
$666,000 0.02% of portfolio
13,321
Q3 2024 Reduced 8.55%
$144B
$732,000 0.02% of portfolio
1,440
Q2 2025 Added 21.01%

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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