Signature Estate and Investment Advisors

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

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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

Companies in the Signature Estate & Investment Advisors portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 13.5 $250M 3.3M 75.69
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 6.7 $123M +3% 3.7M 33.75
Ishares Tr Core Us Aggbd Et (AGG) 6.6 $122M +115% 1.0M 118.19
Ishares Tr Msci Usa Value (VLUE) 5.1 $95M 1.1M 86.91
Ishares Tr Msci Usa Mmentm (MTUM) 5.1 $95M +2% 588k 161.29
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.1 $57M +2% 503k 113.44
Ishares Tr Expnd Tec Sc Etf (IGM) 3.1 $57M 162k 349.83
Select Sector Spdr Tr Sbi Int-inds (XLI) 3.0 $56M +8922% 627k 88.55
Ishares Tr Msci Usa Min Vol (USMV) 2.9 $54M +3% 796k 67.88
Apple (AAPL) 2.3 $42M 316k 132.69
Wisdomtree Tr Intl Equity Fd (DWM) 2.2 $42M 820k 50.63
Broadcom (AVGO) 1.9 $36M -4% 81k 437.87
Walt Disney Company (DIS) 1.9 $36M -12% 196k 181.18
Intercontinental Exchange (ICE) 1.9 $34M +2% 298k 115.29

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Activision Blizzard (ATVI) 1.9 $34M +4% 369k 92.85
Honeywell International (HON) 1.8 $34M -8% 158k 212.70
Mastercard Incorporated Cl A (MA) 1.8 $33M +3% 93k 356.95
Applied Materials (AMAT) 1.8 $33M -15% 383k 86.30
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 1.8 $33M 428k 76.37
Amazon (AMZN) 1.7 $32M 9.7k 3256.97
McKesson Corporation (MCK) 1.7 $32M +2% 182k 173.91
Thermo Fisher Scientific (TMO) 1.7 $31M -4% 67k 465.80
Wal-Mart Stores (WMT) 1.7 $31M 215k 144.15
Fiserv (FISV) 1.7 $31M +3% 272k 113.86
Prologis (PLD) 1.6 $30M +4% 305k 99.67
Lowe's Companies (LOW) 1.6 $30M 185k 160.51
Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) 1.6 $30M -6% 1.4M 21.21
Chevron Corporation (CVX) 1.6 $29M +5% 343k 84.45
Vanguard Index Fds Value Etf (VTV) 1.4 $26M 214k 118.96
Vanguard Index Fds Growth Etf (VUG) 1.1 $21M 84k 253.33
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.9 $17M -4% 349k 47.21
Ishares Tr Intl Sel Div Etf (IDV) 0.9 $16M -4% 538k 29.47
Ishares Tr National Mun Etf (MUB) 0.6 $12M +63% 99k 117.21
Ishares Em Mkts Div Etf (DVYE) 0.6 $11M -3% 293k 37.23
Microsoft Corporation (MSFT) 0.5 $10M +2% 45k 222.42
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $9.0M +2% 213k 42.16
JPMorgan Chase & Co. (JPM) 0.4 $7.9M 62k 127.06
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.4 $7.3M +5% 148k 49.30
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $7.1M 142k 50.12
Nextera Energy (NEE) 0.4 $6.8M +309% 88k 77.14
Trane Technologies SHS (TT) 0.4 $6.7M -3% 46k 145.19
Cigna Corp (CI) 0.4 $6.6M +2% 32k 208.17
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $6.3M -6% 181k 34.81
Bristol Myers Squibb (BMY) 0.3 $6.2M +9% 100k 62.03
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $5.3M +29% 93k 56.80
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.3 $5.2M -2% 79k 66.20
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $4.9M +274% 77k 63.82
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.2 $4.2M -7% 76k 55.49
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $4.2M 74k 57.20
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $4.1M +4% 45k 91.52
Wisdomtree Tr Us Smallcap Divd (DES) 0.2 $4.0M -8% 152k 26.61
Ishares Tr Ibonds Dec 25 (IBMN) 0.2 $4.0M -4% 141k 28.17
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.2 $4.0M -5% 57k 69.32
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $3.5M +6% 114k 30.79
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $3.4M -9% 37k 91.92
Ishares Tr Ibonds Dec (IBMM) 0.2 $2.9M -5% 107k 27.08
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $2.7M -20% 17k 163.00
Spdr Ser Tr Wells Fg Pfd Etf (PSK) 0.1 $2.7M +2% 60k 44.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $2.6M 6.9k 375.00
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $2.6M +3% 13k 196.63
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $2.5M +98% 29k 86.33
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $2.5M +300% 35k 72.21
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $2.1M -6% 103k 20.19
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $1.9M -10% 9.1k 212.04
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $1.9M +12% 68k 28.24
Gentex Corporation (GNTX) 0.1 $1.7M 52k 33.94
Discovery Com Ser A (DISCA) 0.1 $1.7M -2% 58k 30.09
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.7M +8% 5.5k 313.62
Proofpoint (PFPT) 0.1 $1.7M +7% 13k 136.40
Jacobs Engineering (J) 0.1 $1.7M 16k 108.91
Us Foods Hldg Corp call (USFD) 0.1 $1.7M -13% 51k 33.30
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $1.6M -3% 4.6k 353.79
Charles River Laboratories (CRL) 0.1 $1.6M 6.6k 249.94
Epam Systems (EPAM) 0.1 $1.6M 4.6k 358.07
Cdw (CDW) 0.1 $1.6M 12k 131.84
Baker Hughes Company Cl A (BKR) 0.1 $1.6M -11% 77k 20.85
Docusign (DOCU) 0.1 $1.6M +7% 7.2k 222.32
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $1.5M +7% 15k 101.94
MarketAxess Holdings (MKTX) 0.1 $1.5M +2% 2.6k 570.79
Hill-Rom Holdings (HRC) 0.1 $1.5M +7% 15k 97.95
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $1.5M -3% 13k 119.00
Fortune Brands (FBHS) 0.1 $1.5M +4% 17k 85.65
Waste Connections (WCN) 0.1 $1.5M +5% 14k 102.52
Vanguard World Fds Health Car Etf (VHT) 0.1 $1.4M 6.3k 223.69
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $1.4M +79% 12k 114.16
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.1 $1.2M -6% 27k 44.97
Amgen (AMGN) 0.1 $1.2M +22% 5.3k 229.96
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $1.2M +71% 15k 81.39
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $1.2M -10% 4.4k 267.65
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.1 $1.1M 25k 42.94
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $987k -98% 8.5k 116.33
Ishares Tr Msci Usa Sml Cp (SMLF) 0.1 $977k +2% 21k 45.70
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $962k +15% 2.9k 327.32
Vanguard World Mega Grwth Ind (MGK) 0.0 $916k +30% 4.6k 200.00
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $900k +341% 11k 82.93
Ishares Tr Core Msci Intl (IDEV) 0.0 $818k -3% 13k 61.72
Vanguard Index Fds Small Cp Etf (VB) 0.0 $812k -18% 4.2k 194.78
Wisdomtree Tr Floatng Rat Trea (USFR) 0.0 $755k -28% 30k 25.12
Tesla Motors (TSLA) 0.0 $730k +25% 1.0k 706.21
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $693k +39% 8.0k 86.14
Johnson & Johnson (JNJ) 0.0 $662k +10% 4.2k 157.25
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $625k NEW 4.4k 141.19
Ishares Tr Us Aer Def Etf (ITA) 0.0 $604k +136% 6.4k 94.69
Exxon Mobil Corporation (XOM) 0.0 $600k +49% 15k 41.21
At&t (T) 0.0 $598k +35% 21k 28.76
Fs Kkr Capital Corp. Ii (FSKR) 0.0 $573k -19% 35k 16.39
PerkinElmer (PKI) 0.0 $556k 3.9k 143.45
Anthem (ANTM) 0.0 $555k 1.7k 321.01
Home Depot (HD) 0.0 $554k +7% 2.1k 265.96
Pimco Dynamic Cr Income Com Shs (PCI) 0.0 $534k 25k 21.19
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $503k -18% 2.2k 232.04
UnitedHealth (UNH) 0.0 $479k -3% 1.4k 352.04
Alphabet Cap Stk Cl A (GOOGL) 0.0 $469k -20% 268.00 1751.27
Adobe Systems Incorporated (ADBE) 0.0 $445k -2% 890.00 500.00
Facebook Cl A (FB) 0.0 $426k +2% 1.6k 272.21
Verizon Communications (VZ) 0.0 $419k +5% 7.1k 58.79
International Business Machines (IBM) 0.0 $415k +7% 3.3k 127.27
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.0 $389k -98% 19k 20.35
Procter & Gamble Company (PG) 0.0 $384k +29% 2.8k 139.13
East West Ban (EWBC) 0.0 $382k 7.5k 50.70
Visa Com Cl A (V) 0.0 $378k +6% 1.7k 216.67
Pfizer (PFE) 0.0 $360k +20% 9.8k 36.76
Truist Financial Corp equities (TFC) 0.0 $360k 7.5k 47.97
McDonald's Corporation (MCD) 0.0 $336k -2% 1.6k 214.70
NVIDIA Corporation (NVDA) 0.0 $325k +46% 622.00 522.54
Ford Motor Company (F) 0.0 $325k 37k 8.79
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $316k NEW 4.3k 73.17
Ishares Tr Core Div Grwth (DGRO) 0.0 $309k -23% 6.9k 44.80
Comcast Corp Cl A (CMCSA) 0.0 $305k -24% 5.8k 52.36
Ishares Tr Core Msci Eafe (IEFA) 0.0 $302k -17% 4.4k 69.11
Ishares Gold Trust Ishares (IAU) 0.0 $294k 16k 18.11
Boeing Company (BA) 0.0 $293k NEW 1.4k 214.08
Apple Hospitality Reit Com New (APLE) 0.0 $290k 23k 12.90
Merck & Co (MRK) 0.0 $284k +35% 3.5k 81.74
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $282k NEW 1.7k 164.82
Zoom Video Communications In Cl A (ZM) 0.0 $281k -23% 835.00 336.86
Bank of America Corporation (BAC) 0.0 $268k +3% 8.9k 30.28
Philip Morris International (PM) 0.0 $263k NEW 3.2k 81.97
Square Cl A (SQ) 0.0 $258k NEW 1.3k 205.88
Arthur J. Gallagher & Co. (AJG) 0.0 $251k 2.0k 124.32
Abbott Laboratories (ABT) 0.0 $250k 2.3k 109.32
Ishares Tr Esg Msci Em Ldrs (LDEM) 0.0 $238k NEW 4.0k 59.74
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $238k NEW 982.00 241.80
Abbvie (ABBV) 0.0 $232k NEW 2.2k 107.14
Costco Wholesale Corporation (COST) 0.0 $232k -2% 613.00 377.86
Coca-Cola Company (KO) 0.0 $229k 4.2k 55.02
Netflix (NFLX) 0.0 $229k NEW 424.00 540.00
Intel Corporation (INTC) 0.0 $227k -11% 4.6k 49.92
Ark Etf Tr Innovation Etf (ARKK) 0.0 $227k NEW 1.8k 125.87
Pepsi (PEP) 0.0 $225k -7% 1.5k 148.22
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.0 $216k +4% 3.8k 56.84
Axsome Therapeutics (AXSM) 0.0 $214k NEW 2.6k 81.31
Spdr Gold Tr Gold Shs (GLD) 0.0 $208k -7% 1.2k 180.26
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $201k NEW 2.4k 85.12
General Electric Company (GE) 0.0 $157k NEW 13k 11.76
Peregrine Pharmaceuticals (CDMO) 0.0 $147k 13k 11.56

Past Filings by Signature Estate & Investment Advisors

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

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