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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, VUG, IGM, TOTL, FNDX, and represent 36.86% of Signature Estate & Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: MU (+$70M), COIN (+$55M), RGLD (+$22M), PWR (+$20M), LLY (+$13M), ATI (+$12M), WELL (+$8.2M), ANET (+$7.7M), MSFT (+$5.8M), TOTL.
Started 43 new stock positions in EQX, PPG, DFIV, GILD, REET, Blackrock Etf Trust, IP, CDE, SRE, MUNI.
Reduced shares in these 10 stocks: ADBE (-$59M), MET (-$57M), AAPL (-$20M), GOOGL (-$16M), UBER (-$11M), PLD (-$8.1M), FCX (-$8.0M), IGM (-$7.7M), WCN (-$5.9M), CRM (-$5.6M).
Sold out of its positions in AES, BP, BDX, CP, CNC, CLSK, DELL, DKNG, ESSA, FDX. LMBS, EFG, AOM, MAXJ, KNSL, Lucid Group, Managed Portfolio Ser tortoise wtr, MSTR, NVG, PFS, RELX, AGGH, VICI.
Signature Estate & Investment Advisors was a net buyer of stock by $39M.
Signature Estate & Investment Advisors has $4.7B in assets under management (AUM), dropping by 8.02%.
Central Index Key (CIK): 0001079935

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Positions held by Signature Estate and Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Signature Estate & Investment Advisors

Signature Estate & Investment Advisors holds 597 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Signature Estate & Investment Advisors has 597 total positions. Only the first 250 positions are shown.

Sign up to view all of the Signature Estate & Investment Advisors Sept. 30, 2025 positions
Download the Signature Estate & Investment Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	12.3	$577M		4.4M	130.28	View chart
Vanguard Index Fds Growth Etf (VUG)	10.4	$489M		1.0M	479.61	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	5.0	$235M	-3%	1.9M	125.95	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	4.7	$218M		5.4M	40.57	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	4.4	$207M		7.9M	26.30	View chart
Microsoft Corporation (MSFT)	2.6	$122M	+5%	235k	517.95	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	2.5	$119M	-3%	2.7M	43.92	View chart
Amazon (AMZN)	2.2	$105M		478k	219.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.2	$104M	-13%	429k	243.10	View chart
Apple (AAPL)	2.1	$98M	-16%	386k	254.63	View chart
Select Sector Spdr Tr Financial (XLF)	2.0	$92M		1.7M	53.87	View chart
Ishares Tr Eafe Value Etf (EFV)	1.9	$87M		1.3M	67.83	View chart
Meta Platforms Cl A (META)	1.8	$85M	+2%	116k	734.38	View chart
Mastercard Incorporated Cl A (MA)	1.7	$81M		143k	568.81	View chart
Broadcom (AVGO)	1.7	$81M	-3%	244k	329.91	View chart
Arista Networks Com Shs (ANET)	1.7	$77M	+11%	531k	145.71	View chart
Uber Technologies (UBER)	1.6	$75M	-12%	767k	97.97	View chart
Micron Technology (MU)	1.5	$70M	NEW	417k	167.32	View chart
salesforce (CRM)	1.3	$59M	-8%	251k	237.00	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$58M	+2%	313k	186.49	View chart
Coinbase Global Com Cl A (COIN)	1.2	$56M	+3827%	166k	337.49	View chart
Eli Lilly & Co. (LLY)	1.2	$56M	+31%	73k	762.98	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.1	$50M	+3%	359k	139.17	View chart
McKesson Corporation (MCK)	1.0	$46M		60k	772.55	View chart
Select Sector Spdr Tr Communication (XLC)	0.9	$44M	+2%	368k	118.37	View chart
Ishares Tr Core Msci Intl (IDEV)	0.8	$39M		482k	80.17	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.8	$37M		428k	87.21	View chart
Wal-Mart Stores (WMT)	0.7	$35M		337k	103.06	View chart
Nextera Energy (NEE)	0.7	$35M	-13%	458k	75.49	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.7	$34M		584k	57.52	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.7	$34M	+3%	715k	46.81	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.6	$30M	+2%	707k	42.79	View chart
Blackrock (BLK)	0.5	$24M		20k	1165.78	View chart
Royal Gold (RGLD)	0.5	$22M	NEW	111k	200.58	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.5	$21M		253k	84.68	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$21M	+5%	32k	666.11	View chart
Quanta Services (PWR)	0.4	$20M	NEW	49k	414.42	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.4	$20M		558k	34.92	View chart
Vertiv Holdings Com Cl A (VRT)	0.4	$19M		127k	150.86	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.4	$19M		409k	45.99	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$17M		29k	600.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$17M	-4%	26k	669.30	View chart
NVIDIA Corporation (NVDA)	0.4	$17M	-3%	92k	186.58	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$16M		267k	59.92	View chart
Applied Materials (AMAT)	0.3	$16M	+2%	76k	204.74	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$14M	+3%	66k	215.79	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$14M		251k	54.18	View chart
Kkr & Co (KKR)	0.3	$13M	-25%	99k	129.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$12M	+2%	37k	328.17	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$12M	-12%	434k	27.30	View chart
Allegheny Technologies Incorporated (ATI)	0.2	$12M	NEW	144k	81.34	View chart
Teledyne Technologies Incorporated (TDY)	0.2	$11M		19k	586.07	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$11M		74k	145.65	View chart
Cheniere Energy Com New (LNG)	0.2	$11M	+8%	46k	234.98	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$11M	+10%	208k	50.47	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$10M	+17%	42k	247.12	View chart
Thermo Fisher Scientific (TMO)	0.2	$10M	-3%	21k	485.03	View chart
Chipotle Mexican Grill (CMG)	0.2	$9.8M	+8%	251k	39.19	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$9.8M	+6%	233k	42.03	View chart
Amdocs SHS (DOX)	0.2	$9.7M	+4%	119k	82.05	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$9.5M		79k	120.72	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$9.3M	+2%	19k	490.38	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$8.7M	+2%	371k	23.47	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.2	$8.6M		147k	58.72	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.2	$8.5M		328k	25.85	View chart
Welltower Inc Com reit (WELL)	0.2	$8.4M	+3192%	47k	178.14	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$8.4M		17k	502.75	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$8.2M		11k	746.61	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$7.9M	+3%	232k	34.17	View chart
Hasbro (HAS)	0.2	$7.7M	+2%	102k	75.85	View chart
JPMorgan Chase & Co. (JPM)	0.2	$7.5M		24k	315.43	View chart
Ishares Tr U S Equity Factr (LRGF)	0.2	$7.3M		106k	69.08	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$7.2M	-6%	70k	103.21	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$6.9M		29k	243.55	View chart
SYSCO Corporation (SYY)	0.1	$6.9M	+2%	84k	82.34	View chart
Boston Scientific Corporation (BSX)	0.1	$6.8M	+6%	70k	97.63	View chart
Labcorp Holdings Com Shs (LH)	0.1	$6.7M	+2%	23k	287.09	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.1	$6.7M	+3%	208k	32.12	View chart
Metropcs Communications (TMUS)	0.1	$6.6M	+2%	28k	239.38	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$6.3M		240k	26.34	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$6.2M	+9%	19k	332.85	View chart
Coca-Cola Company (KO)	0.1	$6.1M	+5%	92k	66.32	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$6.0M		50k	120.01	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.1	$6.0M		68k	88.65	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$5.9M	-3%	28k	209.35	View chart
Tesla Motors (TSLA)	0.1	$5.8M	-5%	13k	444.76	View chart
Vaneck Etf Trust Mrngstr Gbl Wide (MOTG)	0.1	$5.8M	-4%	129k	45.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$5.7M	+2%	9.3k	612.37	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$5.7M	-5%	22k	254.33	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$5.6M	+11%	27k	208.71	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$5.4M		54k	99.11	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$5.4M	+5%	38k	140.95	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$4.8M		37k	129.72	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$4.7M		52k	89.03	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$4.6M		88k	52.30	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$4.4M	+6%	15k	293.73	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$4.4M	-2%	66k	65.92	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$4.4M	+3%	115k	37.78	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$4.3M	+21%	32k	135.23	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.1	$4.3M		45k	94.31	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.1	$4.2M		51k	83.41	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$4.2M		157k	26.58	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$4.1M	-5%	92k	44.42	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$4.1M	+2%	42k	96.68	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$4.0M		38k	104.96	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$4.0M	+38%	94k	42.76	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$3.8M	-3%	41k	93.64	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$3.8M		82k	46.24	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$3.7M	+42%	114k	32.79	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$3.7M	+15%	126k	29.62	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$3.7M	+16%	64k	57.47	View chart
Siren Etf Tr Divcn Divd Etf (DFND)	0.1	$3.6M	-2%	84k	42.75	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$3.5M	+12%	101k	34.72	View chart
Eaton Corp SHS (ETN)	0.1	$3.5M		9.3k	374.25	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.1	$3.5M	+3%	31k	114.68	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$3.4M		36k	95.14	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$3.4M	-2%	37k	93.75	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$3.4M		41k	84.11	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$3.4M	-3%	46k	73.46	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$3.3M	+42%	53k	63.56	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$3.3M	+2%	34k	95.89	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$3.3M	-2%	97k	33.68	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$3.3M		57k	57.10	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	0.1	$3.2M		35k	91.56	View chart
CSX Corporation (CSX)	0.1	$3.2M		91k	35.51	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.1	$3.2M	+77%	76k	41.91	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$3.2M	-27%	69k	46.42	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$3.2M	+86%	66k	48.19	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$3.2M	+106%	63k	50.27	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$3.2M	+13%	21k	154.24	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$3.1M	+28%	46k	68.46	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$3.1M	+5%	34k	89.57	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$3.1M	+6%	88k	34.75	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$3.0M		69k	44.19	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$3.0M	+5%	12k	256.44	View chart
Costco Wholesale Corporation (COST)	0.1	$3.0M	+7%	3.2k	926.42	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$2.9M	-4%	106k	27.90	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$2.9M	-4%	24k	118.83	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$2.8M		71k	39.54	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$2.8M	+47%	84k	32.90	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$2.7M	+55%	72k	37.77	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.7M		15k	174.59	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.1	$2.7M	+23%	56k	47.88	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$2.7M	+75%	40k	67.26	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$2.7M	NEW	58k	46.12	View chart
Exxon Mobil Corporation (XOM)	0.1	$2.6M		24k	112.75	View chart
Spdr Series Trust Aerospace Def (XAR)	0.1	$2.6M		11k	234.97	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$2.5M	+29%	79k	31.89	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$2.5M	-3%	50k	49.46	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.4M	+4%	26k	91.45	View chart
Prologis (PLD)	0.1	$2.4M	-77%	21k	114.50	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$2.3M	+43%	40k	58.21	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$2.2M		22k	100.69	View chart
Oracle Corporation (ORCL)	0.0	$2.2M	+56%	7.9k	281.22	View chart
Northrop Grumman Corporation (NOC)	0.0	$2.2M	-6%	3.6k	609.52	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.0	$2.2M	+7%	66k	32.82	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$2.2M	+4%	7.1k	307.86	View chart
Advisors Inner Circle Fd Ii Frontier Asset U (FLCE)	0.0	$2.2M		77k	28.03	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$2.1M	-2%	36k	60.08	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.0	$2.1M	+13%	101k	20.93	View chart
International Business Machines (IBM)	0.0	$2.0M	-3%	7.3k	282.21	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$2.0M		76k	26.95	View chart
Johnson & Johnson (JNJ)	0.0	$2.0M	+2%	11k	185.43	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$2.0M	+16%	62k	32.07	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.0	$2.0M	NEW	54k	36.30	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.0	$1.9M		12k	166.15	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$1.9M		37k	52.22	View chart
Coeur Mng Com New (CDE)	0.0	$1.9M	NEW	102k	18.76	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.0	$1.9M	-2%	60k	31.60	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.0	$1.9M	-4%	27k	69.95	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$1.9M		6.6k	279.84	View chart
Progressive Corporation (PGR)	0.0	$1.8M	-6%	7.3k	246.95	View chart
At&t (T)	0.0	$1.8M	+58%	64k	28.24	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$1.8M	-2%	60k	29.62	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$1.8M	-2%	21k	84.83	View chart
Amgen (AMGN)	0.0	$1.8M		6.3k	282.19	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.0	$1.8M	-12%	49k	35.91	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$1.8M		6.3k	279.27	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$1.8M	-3%	4.9k	355.51	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.0	$1.7M		26k	67.90	View chart
Philip Morris International (PM)	0.0	$1.7M		11k	162.20	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$1.7M	+3%	20k	87.31	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.0	$1.7M	+3%	64k	26.95	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$1.7M		5.8k	293.80	View chart
First Tr Exchange Traded Consumr Staple (FXG)	0.0	$1.7M		27k	62.67	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.0	$1.7M	-3%	19k	88.62	View chart
Ishares Tr Glob Utilits Etf (JXI)	0.0	$1.7M	-7%	21k	77.66	View chart
Chevron Corporation (CVX)	0.0	$1.6M	-28%	11k	155.30	View chart
Vanguard World Financials Etf (VFH)	0.0	$1.6M		12k	131.24	View chart
Advisors Inner Circle Fd Ii Frontier Asset G (FGSM)	0.0	$1.6M		53k	29.29	View chart
Ge Aerospace Com New (GE)	0.0	$1.5M	+3%	5.1k	300.82	View chart
Advisors Inner Circle Fd Ii Frontier Asset T (FINT)	0.0	$1.5M		49k	30.53	View chart
Lincoln Electric Holdings (LECO)	0.0	$1.5M		6.3k	235.81	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	0.0	$1.5M	+7%	43k	34.78	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$1.5M	+13%	20k	76.01	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$1.5M	+14%	11k	137.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.0	$1.5M		28k	52.89	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.0	$1.5M	NEW	34k	42.72	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$1.4M		12k	119.92	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.0	$1.4M	+38%	22k	65.00	View chart
Visa Com Cl A (V)	0.0	$1.4M		4.0k	341.42	View chart
O'reilly Automotive (ORLY)	0.0	$1.4M	-5%	13k	107.82	View chart
Vanguard World Health Car Etf (VHT)	0.0	$1.3M	-6%	5.2k	259.63	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$1.3M	-23%	6.8k	194.49	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$1.3M	+97%	6.8k	195.86	View chart
UnitedHealth (UNH)	0.0	$1.3M	+4%	3.8k	345.30	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$1.3M	+3%	7.7k	170.86	View chart
Abbvie (ABBV)	0.0	$1.3M	-4%	5.6k	231.54	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$1.3M	-5%	24k	53.40	View chart
Home Depot (HD)	0.0	$1.3M	+3%	3.2k	405.22	View chart
Innovator Etfs Trust Us Small Cap 10 (RBUF)	0.0	$1.3M	+2%	45k	28.69	View chart
TransDigm Group Incorporated (TDG)	0.0	$1.3M	+15%	969.00	1318.00	View chart
Procter & Gamble Company (PG)	0.0	$1.3M	-5%	8.2k	153.67	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$1.3M	+7%	6.0k	209.23	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$1.2M	+10%	13k	95.19	View chart
Perpetua Resources (PPTA)	0.0	$1.2M	NEW	61k	20.23	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$1.2M		52k	23.12	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$1.2M	+46%	16k	74.37	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$1.2M	+7%	24k	50.63	View chart
Raytheon Technologies Corp (RTX)	0.0	$1.2M	-9%	7.1k	167.35	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$1.2M	+3%	12k	99.45	View chart
Goldman Sachs (GS)	0.0	$1.2M		1.5k	796.32	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$1.2M		3.6k	326.36	View chart
Ishares Em Mkts Div Etf (DVYE)	0.0	$1.2M		39k	29.69	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.0	$1.2M		28k	41.11	View chart
PNC Financial Services (PNC)	0.0	$1.2M		5.7k	200.95	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$1.1M		12k	96.46	View chart
Boeing Company (BA)	0.0	$1.1M		5.3k	215.85	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$1.1M	-3%	6.3k	178.73	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.0	$1.1M	-2%	26k	43.78	View chart
Parker-Hannifin Corporation (PH)	0.0	$1.1M	-2%	1.5k	758.12	View chart
Blackrock Etf Trust Dynamic Eqty Act	0.0	$1.1M	NEW	44k	25.31	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$1.1M		9.8k	112.35	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$1.1M	+25%	5.3k	206.52	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$1.1M	-8%	16k	68.08	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$1.1M		29k	38.29	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$1.1M		9.0k	120.50	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$1.1M		15k	71.37	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$1.1M		8.8k	122.44	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$1.1M	+67%	18k	59.20	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.0	$1.1M	-15%	12k	91.75	View chart
Ishares Tr Glb Cnsm Stp Etf (KXI)	0.0	$1.0M	-5%	16k	64.37	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$1.0M	+6%	3.7k	281.82	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$1.0M	+13%	14k	72.77	View chart
Applovin Corp Com Cl A (APP)	0.0	$1.0M	+7%	1.4k	718.80	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$1.0M	-48%	16k	63.83	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$1.0M	-4%	5.3k	189.70	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.0	$998k		47k	21.07	View chart
Abbott Laboratories (ABT)	0.0	$985k	+6%	7.4k	133.95	View chart
Adobe Systems Incorporated (ADBE)	0.0	$972k	-98%	2.8k	352.78	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 2025 Q3 filed Nov. 5, 2025
Signature Estate & Investment Advisors 2025 Q2 filed July 29, 2025
Signature Estate & Investment Advisors 2025 Q1 filed May 16, 2025
Signature Estate & Investment Advisors 2024 Q4 filed Feb. 11, 2025
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

View all past filings

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