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Signature Estate and Investment Advisors

Latest statistics and disclosures from Signature Estate & Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are GSLC, FIXD, VUG, TOTL, FNDX, and represent 39.55% of Signature Estate & Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: TLH (+$85M), VUG (+$69M), AVGO (+$58M), XLU (+$42M), FNDX (+$36M), CGGR (+$20M), FIXD (+$12M), CRM (+$8.5M), NEE (+$7.3M), VTV (+$7.1M).
Started 39 new stock positions in VFMO, WSM, APD, LIN, TOWN, STZ, REGN, ENTX, MUNI, DFLV.
Reduced shares in these 10 stocks: USFR (-$126M), XLI (-$54M), XLV (-$14M), SPDW (-$5.1M), SLYV, IDEV, DON, AAPL, PEP, MDYV.
Sold out of its positions in BIRD, CDMO, CLF, DG, EQIX, ETRN, FTXR, AJG, GDDY, NAPR. PMAR, KJAN, PDEC, SHY, IXUS, KIE, SCTXX, SHOP, SITC, VSS, DWM.
Signature Estate & Investment Advisors was a net buyer of stock by $198M.
Signature Estate & Investment Advisors has $4.3B in assets under management (AUM), dropping by 8.49%.
Central Index Key (CIK): 0001079935

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Portfolio Holdings for Signature Estate & Investment Advisors

Signature Estate & Investment Advisors holds 521 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Signature Estate & Investment Advisors has 521 total positions. Only the first 250 positions are shown.

Sign up to view all of the Signature Estate & Investment Advisors Sept. 30, 2024 positions
Download the Signature Estate & Investment Advisors September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	11.0	$478M		4.2M	112.94	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	8.1	$352M	+3%	7.8M	45.24	View chart
Vanguard Index Fds Growth Etf (VUG)	7.9	$345M	+24%	898k	383.93	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	7.2	$310M	+2%	7.5M	41.40	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	5.3	$229M	+18%	3.2M	71.76	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	4.1	$178M	+4%	1.9M	95.94	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	2.4	$103M	+24%	3.0M	34.79	View chart
Apple (AAPL)	2.1	$92M	-3%	397k	233.00	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	2.0	$85M	NEW	775k	109.33	View chart
Select Sector Spdr Tr Financial (XLF)	1.6	$70M	+8%	1.5M	45.32	View chart
Wal-Mart Stores (WMT)	1.6	$69M		850k	80.75	View chart
Meta Platforms Cl A (META)	1.6	$69M	+6%	120k	572.44	View chart
Microsoft Corporation (MSFT)	1.6	$68M	+2%	157k	430.30	View chart
Nextera Energy (NEE)	1.5	$67M	+12%	793k	84.53	View chart
Mastercard Incorporated Cl A (MA)	1.5	$65M	+9%	131k	493.80	View chart
Amazon (AMZN)	1.5	$65M		346k	186.33	View chart
Broadcom (AVGO)	1.5	$64M	+880%	374k	172.50	View chart
MetLife (MET)	1.5	$64M	+4%	774k	82.48	View chart
Vanguard Index Fds Value Etf (VTV)	1.5	$64M	+12%	364k	174.57	View chart
Thermo Fisher Scientific (TMO)	1.5	$63M	+11%	102k	618.57	View chart
O'reilly Automotive (ORLY)	1.4	$62M	+8%	54k	1151.60	View chart
Uber Technologies (UBER)	1.4	$61M		805k	75.16	View chart
salesforce (CRM)	1.4	$60M	+16%	221k	273.71	View chart
Chevron Corporation (CVX)	1.3	$57M	+13%	389k	147.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$56M		339k	165.85	View chart
McKesson Corporation (MCK)	1.2	$51M	+4%	103k	494.42	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.1	$48M	-22%	313k	154.02	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	1.0	$42M	+11784%	520k	80.78	View chart
Ishares Tr Core Msci Intl (IDEV)	0.9	$39M	-8%	547k	70.83	View chart
Select Sector Spdr Tr Energy (XLE)	0.9	$37M	+20%	423k	87.80	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.7	$31M	-14%	815k	37.56	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.7	$29M	+30%	522k	54.93	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.6	$24M	+3%	582k	41.28	View chart
Prologis (PLD)	0.5	$23M	+5%	183k	126.28	View chart
BlackRock (BLK)	0.5	$23M	+16%	24k	949.58	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.5	$23M	-9%	311k	73.42	View chart
Merck & Co (MRK)	0.5	$21M	+35%	187k	113.56	View chart
Freeport-mcmoran CL B (FCX)	0.5	$21M	+24%	422k	49.92	View chart
Applied Materials (AMAT)	0.4	$18M	+8%	89k	202.05	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$17M		29k	576.83	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$17M	-6%	29k	573.77	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.4	$17M	+4%	545k	30.44	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.4	$17M	+34%	59k	280.47	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.4	$16M		374k	44.01	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$14M		162k	84.53	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$14M	-2%	28k	488.07	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$12M	+6%	230k	52.81	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$12M	-14%	248k	47.85	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$11M		54k	198.06	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$10M		37k	283.17	View chart
NVIDIA Corporation (NVDA)	0.2	$10M	+6%	86k	121.44	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$9.4M		75k	125.62	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$8.3M	+4%	319k	26.14	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$8.2M	+6%	173k	47.52	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$8.1M		157k	51.27	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$7.1M	+16%	195k	36.44	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$7.0M	+16%	73k	95.75	View chart
Ishares Tr U S Equity Factr (LRGF)	0.2	$7.0M		119k	58.77	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.1	$6.3M	+25%	110k	57.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$6.2M	-3%	13k	460.26	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$6.1M		74k	82.53	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$6.1M	+7%	26k	237.21	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$5.9M	+3%	86k	67.85	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$5.7M		9.7k	586.44	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$5.6M	-24%	60k	93.11	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.1	$5.5M		100k	55.29	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$5.1M	-15%	76k	67.03	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$4.9M	-6%	108k	45.49	View chart
Vaneck Etf Trust Mrngstr Gbl Wide (MOTG)	0.1	$4.8M		119k	40.59	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$4.8M	+10%	158k	30.15	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$4.7M	+2%	47k	99.16	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$4.7M	-45%	54k	86.82	View chart
JPMorgan Chase & Co. (JPM)	0.1	$4.6M		22k	210.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$4.5M	+2%	8.5k	527.66	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$4.4M	+3%	26k	167.20	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$4.4M	-35%	24k	182.00	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$4.2M	-8%	47k	90.80	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$4.2M		15k	276.76	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$4.1M	+3%	35k	116.96	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$3.9M	-18%	109k	36.17	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$3.8M	-13%	67k	57.41	View chart
Tesla Motors (TSLA)	0.1	$3.7M		14k	261.61	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$3.7M		14k	263.82	View chart
Siren Etf Tr Divcn Divd Etf (DFND)	0.1	$3.7M		86k	42.90	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$3.7M		36k	102.58	View chart
Procter & Gamble Company (PG)	0.1	$3.4M	-29%	20k	173.19	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$3.4M	+5%	17k	200.78	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$3.4M		37k	91.31	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.1	$3.4M	-21%	38k	87.74	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$3.3M	-18%	35k	91.93	View chart
Anthem (ELV)	0.1	$3.2M	-23%	6.2k	520.03	View chart
CSX Corporation (CSX)	0.1	$3.2M		92k	34.53	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$3.1M		49k	64.74	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$3.1M	+14%	81k	37.65	View chart
Eaton Corp SHS (ETN)	0.1	$3.0M	+2%	9.0k	331.44	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$3.0M	-43%	87k	34.49	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$2.9M		58k	50.28	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$2.9M		33k	88.28	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$2.9M	-51%	57k	51.13	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$2.9M	+3%	92k	31.43	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$2.9M	+3%	56k	51.50	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$2.9M		34k	83.75	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$2.8M	-3%	22k	128.20	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$2.7M	+18%	46k	59.51	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$2.6M	-5%	42k	62.70	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$2.6M	+12%	13k	200.86	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	0.1	$2.5M	+4%	34k	74.67	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$2.5M	-23%	50k	50.79	View chart
Exxon Mobil Corporation (XOM)	0.1	$2.5M		22k	117.23	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$2.5M		25k	96.95	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.5M	+4%	25k	97.40	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$2.4M	+15%	83k	29.07	View chart
Metropcs Communications (TMUS)	0.1	$2.4M	-39%	12k	206.35	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$2.4M	-28%	32k	73.67	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$2.4M	+6%	23k	100.69	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$2.3M	+11%	68k	34.28	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$2.3M		11k	202.76	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$2.2M	-13%	34k	66.35	View chart
Lincoln Electric Holdings (LECO)	0.1	$2.2M		11k	192.00	View chart
Teledyne Technologies Incorporated (TDY)	0.0	$2.2M	-28%	4.9k	437.66	View chart
Constellation Brands Cl A (STZ)	0.0	$2.1M	NEW	8.3k	257.69	View chart
Amdocs SHS (DOX)	0.0	$2.0M	-31%	23k	87.48	View chart
Northrop Grumman Corporation (NOC)	0.0	$2.0M		3.9k	528.07	View chart
Labcorp Holdings Com Shs (LH)	0.0	$2.0M	-34%	9.1k	223.48	View chart
AFLAC Incorporated (AFL)	0.0	$2.0M		18k	111.80	View chart
Jabil Circuit (JBL)	0.0	$2.0M	-28%	17k	119.83	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.0	$2.0M	+8%	74k	26.97	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$2.0M	-8%	33k	59.22	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.0	$2.0M		20k	98.16	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$1.9M	-2%	8.0k	243.47	View chart
First Tr Exchange Traded Consumr Staple (FXG)	0.0	$1.9M		29k	68.33	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$1.9M	-15%	12k	167.69	View chart
Everest Re Group (EG)	0.0	$1.9M	-37%	4.9k	391.77	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.0	$1.9M	-2%	25k	76.88	View chart
Waste Connections (WCN)	0.0	$1.9M	-40%	11k	178.80	View chart
Costco Wholesale Corporation (COST)	0.0	$1.9M	-4%	2.2k	886.52	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.0	$1.9M	-57%	24k	79.46	View chart
Cdw (CDW)	0.0	$1.9M	-35%	8.4k	226.32	View chart
Johnson & Johnson (JNJ)	0.0	$1.9M	-3%	12k	162.08	View chart
Progressive Corporation (PGR)	0.0	$1.9M		7.5k	253.76	View chart
UnitedHealth (UNH)	0.0	$1.9M	-14%	3.2k	584.61	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.0	$1.9M	+23%	66k	28.74	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$1.9M		7.1k	263.29	View chart
Vanguard World Health Car Etf (VHT)	0.0	$1.9M		6.6k	282.25	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.0	$1.8M	+363%	59k	31.08	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$1.8M	-96%	13k	135.44	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$1.7M	-57%	14k	123.61	View chart
International Business Machines (IBM)	0.0	$1.7M	-8%	7.7k	221.13	View chart
Jacobs Engineering Group (J)	0.0	$1.7M	-38%	13k	130.90	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$1.7M	+4%	21k	83.11	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$1.7M		29k	57.83	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.0	$1.7M	+33%	55k	30.83	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.0	$1.7M	+35%	79k	21.01	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$1.7M		7.9k	211.83	View chart
Ishares Tr Glob Utilits Etf (JXI)	0.0	$1.6M		23k	70.74	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$1.6M		33k	48.98	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.0	$1.6M		10k	157.34	View chart
Ishares Emng Mkts Eqt (EMGF)	0.0	$1.6M	+46%	32k	49.79	View chart
Verizon Communications (VZ)	0.0	$1.6M	+149%	35k	44.91	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$1.6M	-13%	20k	76.70	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$1.5M	+22%	29k	52.58	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.0	$1.5M	+3%	24k	63.47	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.0	$1.4M	+15%	14k	102.32	View chart
Philip Morris International (PM)	0.0	$1.4M	+3%	12k	121.40	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$1.4M	-5%	18k	78.05	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.0	$1.4M	-7%	12k	110.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.0	$1.3M		29k	47.18	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$1.3M		29k	45.86	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$1.3M	+8%	8.9k	145.60	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.0	$1.3M	+2%	28k	46.52	View chart
Lowe's Companies (LOW)	0.0	$1.3M		4.6k	270.86	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$1.2M	-31%	18k	69.05	View chart
Home Depot (HD)	0.0	$1.2M	-3%	3.0k	405.19	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$1.2M	-6%	12k	98.12	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$1.2M		29k	41.49	View chart
Abbvie (ABBV)	0.0	$1.2M		6.1k	197.48	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$1.2M	-2%	4.9k	243.06	View chart
Amgen (AMGN)	0.0	$1.2M		3.7k	322.23	View chart
Visa Com Cl A (V)	0.0	$1.2M	-2%	4.3k	274.97	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$1.2M	+6%	12k	96.52	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.0	$1.2M	-3%	28k	40.96	View chart
Ishares Em Mkts Div Etf (DVYE)	0.0	$1.1M	-11%	40k	28.70	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$1.1M	+2%	6.6k	173.67	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$1.1M	+6%	15k	75.11	View chart
Eli Lilly & Co. (LLY)	0.0	$1.1M	+5%	1.3k	886.24	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$1.1M	-15%	4.2k	267.34	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$1.1M		10k	109.33	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$1.1M	-7%	9.8k	114.53	View chart
Coinbase Global Com Cl A (COIN)	0.0	$1.1M		6.2k	178.17	View chart
Union Pacific Corporation (UNP)	0.0	$1.1M	+190%	4.4k	246.48	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.0	$1.1M		41k	26.27	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$1.1M	-6%	9.8k	110.47	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.0	$1.1M		49k	21.93	View chart
PNC Financial Services (PNC)	0.0	$1.1M		5.8k	184.85	View chart
Blackrock Mun Income Tr Sh Ben Int (BFK)	0.0	$1.1M		101k	10.57	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.0	$1.1M	-5%	18k	59.21	View chart
Ishares Tr Glb Cnsm Stp Etf (KXI)	0.0	$1.1M		16k	65.75	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$1.0M	+13%	13k	82.63	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.0	$1.0M		18k	58.27	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$1.0M		8.8k	117.62	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$1.0M	+15%	10k	100.72	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$1.0M	+4%	16k	62.32	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.0	$1.0M	-3%	5.3k	191.31	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$999k		13k	79.42	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$991k	+15%	42k	23.45	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$986k	+16%	9.1k	108.63	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$985k		55k	18.04	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$965k	-5%	3.9k	245.44	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$963k	-5%	15k	63.00	View chart
Capital Group Core Balanced SHS (CGBL)	0.0	$959k	+155%	31k	31.05	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$955k		33k	29.18	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$951k	+14%	9.1k	104.40	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$946k		28k	33.60	View chart
TFS Financial Corporation (TFSL)	0.0	$933k		73k	12.86	View chart
Carrier Global Corporation (CARR)	0.0	$932k	+9%	12k	80.49	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$931k	-11%	9.2k	101.27	View chart
Parker-Hannifin Corporation (PH)	0.0	$922k		1.5k	631.81	View chart
McDonald's Corporation (MCD)	0.0	$912k		3.0k	304.51	View chart
Raytheon Technologies Corp (RTX)	0.0	$895k	+4%	7.4k	121.15	View chart
Oracle Corporation (ORCL)	0.0	$894k	-27%	5.2k	170.40	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$867k		11k	80.37	View chart
Intuit (INTU)	0.0	$863k	+2%	1.4k	621.00	View chart
Walt Disney Company (DIS)	0.0	$863k	-5%	9.0k	96.20	View chart
Ishares Tr Glb Cns Disc Etf (RXI)	0.0	$849k		4.8k	177.43	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$826k	+5%	20k	41.72	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$823k	-21%	6.8k	120.30	View chart
Ford Motor Company (F)	0.0	$817k		77k	10.56	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$816k		13k	65.00	View chart
Abbott Laboratories (ABT)	0.0	$806k	-2%	7.1k	114.01	View chart
Vanguard World Energy Etf (VDE)	0.0	$800k		6.5k	122.48	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$799k		16k	51.12	View chart
Listed Fd Tr Swan Hedged Eqty (HEGD)	0.0	$798k	-5%	36k	22.26	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.0	$790k	-36%	16k	50.60	View chart
Ge Aerospace Com New (GE)	0.0	$788k	-16%	4.2k	188.57	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$786k	+8%	13k	59.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.0	$783k		16k	50.52	View chart
Caterpillar (CAT)	0.0	$780k		2.0k	390.51	View chart
TransDigm Group Incorporated (TDG)	0.0	$762k	+17%	534.00	1427.13	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$755k		8.6k	88.14	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$755k		6.4k	117.29	View chart
Marriott Intl Cl A (MAR)	0.0	$755k		3.0k	248.57	View chart
Morgan Stanley Com New (MS)	0.0	$750k	-7%	7.2k	104.24	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$742k	-2%	14k	53.63	View chart
Adobe Systems Incorporated (ADBE)	0.0	$741k		1.4k	517.89	View chart
Novo-nordisk A S Adr (NVO)	0.0	$736k		6.2k	119.07	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$736k		11k	66.52	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$730k	-16%	14k	50.74	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$729k	-2%	10k	71.73	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$728k		5.4k	135.07	View chart
Pepsi (PEP)	0.0	$724k	-79%	4.3k	170.05	View chart

Past Filings by Signature Estate & Investment Advisors

SEC 13F filings are viewable for Signature Estate & Investment Advisors going back to 2012

Signature Estate & Investment Advisors 2024 Q3 filed Nov. 6, 2024
Signature Estate & Investment Advisors 2024 Q2 filed July 26, 2024
Signature Estate & Investment Advisors 2024 Q1 filed May 13, 2024
Signature Estate & Investment Advisors 2023 Q4 filed Jan. 29, 2024
Signature Estate & Investment Advisors 2023 Q3 filed Oct. 26, 2023
Signature Estate & Investment Advisors 2023 Q2 filed July 20, 2023
Signature Estate & Investment Advisors 2023 Q1 filed May 3, 2023
Signature Estate & Investment Advisors 2022 Q4 filed Jan. 11, 2023
Signature Estate & Investment Advisors 2022 Q3 filed Oct. 20, 2022
Signature Estate & Investment Advisors 2022 Q2 filed July 13, 2022
Signature Estate & Investment Advisors 2022 Q1 filed April 19, 2022
Signature Estate & Investment Advisors 2021 Q4 filed Jan. 20, 2022
Signature Estate & Investment Advisors 2021 Q3 filed Oct. 12, 2021
Signature Estate & Investment Advisors 2021 Q2 filed July 16, 2021
Signature Estate & Investment Advisors 2021 Q1 filed April 15, 2021
Signature Estate & Investment Advisors 2020 Q4 filed Jan. 13, 2021

View all past filings

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