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, TOTL, FNDX, IGM, and represent 37.65% of Signature Estate & Investment Advisors's stock portfolio.
  • Added to shares of these 10 stocks: ADBE (+$62M), XLV (+$48M), MSFT (+$32M), AMZN (+$20M), KKR (+$15M), LLY (+$14M), CRM (+$14M), TOTL (+$12M), GOOGL (+$12M), AAPL (+$11M).
  • Started 49 new stock positions in BK, VFLO, FYT, GPIQ, ED, CNC, HTUS, KWEB, PSA, HELO.
  • Reduced shares in these 10 stocks: FNDX (-$70M), CVX (-$53M), XLY (-$39M), WMT (-$37M), ORLY (-$36M), MCK (-$33M), NEE (-$23M), AVGO (-$23M), EFG (-$21M), MRK (-$17M).
  • Sold out of its positions in AREB, MJ, BR, CURB, CW, DELL, DKNG, FNB, FDIS, FTXR.
  • Signature Estate & Investment Advisors was a net seller of stock by $-73M.
  • Signature Estate & Investment Advisors has $3.8B in assets under management (AUM), dropping by -5.13%.
  • Central Index Key (CIK): 0001079935

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Portfolio Holdings for Signature Estate & Investment Advisors

Signature Estate & Investment Advisors holds 548 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Signature Estate & Investment Advisors has 548 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 12.6 $477M 4.3M 110.08
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Vanguard Index Fds Growth Etf (VUG) 8.7 $329M +3% 887k 370.82
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 7.2 $274M +4% 6.8M 40.29
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Schwab Strategic Tr Fundamental Us L (FNDX) 4.6 $175M -28% 7.4M 23.61
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Ishares Tr Expnd Tec Sc Etf (IGM) 4.5 $172M +2% 1.9M 90.67
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Apple (AAPL) 2.6 $100M +12% 451k 222.13
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Microsoft Corporation (MSFT) 2.4 $93M +53% 247k 375.39
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Capital Group Growth Etf Shs Creation Uni (CGGR) 2.3 $89M -3% 2.6M 34.25
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Amazon (AMZN) 2.3 $87M +30% 459k 190.26
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Select Sector Spdr Tr Financial (XLF) 2.2 $82M +4% 1.6M 49.81
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Mastercard Incorporated Cl A (MA) 2.0 $77M +5% 141k 548.12
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salesforce (CRM) 1.8 $69M +25% 258k 268.36
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Uber Technologies (UBER) 1.7 $65M -6% 892k 72.86
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Alphabet Cap Stk Cl A (GOOGL) 1.7 $65M +21% 417k 154.64
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Adobe Systems Incorporated (ADBE) 1.6 $62M +11571% 162k 383.53
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Meta Platforms Cl A (META) 1.6 $60M -11% 105k 576.36
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MetLife (MET) 1.4 $55M -13% 683k 80.29
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Select Sector Spdr Tr Sbi Healthcare (XLV) 1.4 $53M +869% 365k 146.01
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Vanguard Index Fds Value Etf (VTV) 1.4 $52M -20% 303k 172.74
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O'reilly Automotive (ORLY) 1.1 $43M -45% 30k 1432.58
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Thermo Fisher Scientific (TMO) 1.1 $42M -22% 85k 497.60
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Broadcom (AVGO) 1.1 $41M -36% 245k 167.43
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.0 $37M +25% 1.0M 36.41
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McKesson Corporation (MCK) 1.0 $37M -46% 55k 673.00
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Nextera Energy (NEE) 1.0 $37M -38% 519k 70.89
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Ishares Tr Core Msci Intl (IDEV) 1.0 $37M +26% 529k 68.89
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Select Sector Spdr Tr Energy (XLE) 1.0 $36M -13% 388k 93.45
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.8 $31M +9% 390k 78.85
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Wal-Mart Stores (WMT) 0.8 $30M -55% 341k 87.79
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.7 $25M -2% 485k 51.78
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $24M +16% 614k 39.37
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.5 $20M +16% 275k 73.69
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Blackrock (BLK) 0.5 $19M -22% 20k 946.38
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Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.4 $17M +14% 569k 29.58
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $17M 30k 559.36
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Wisdomtree Tr Emer Mkt High Fd (DEM) 0.4 $16M +8% 380k 42.08
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Eli Lilly & Co. (LLY) 0.4 $15M +1302% 19k 825.94
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Kkr & Co (KKR) 0.4 $15M +3663% 132k 115.61
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Ishares Tr Core S&p500 Etf (IVV) 0.4 $15M 27k 561.89
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $14M +3% 503k 27.96
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Chevron Corporation (CVX) 0.4 $14M -79% 82k 167.29
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $13M +2% 28k 468.92
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Wynn Resorts (WYNN) 0.3 $13M +756% 150k 83.50
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Vanguard Specialized Funds Div App Etf (VIG) 0.3 $12M +14% 64k 193.99
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $12M 234k 50.83
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $11M +12% 248k 45.26
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.3 $11M +5% 216k 50.00
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Applied Materials (AMAT) 0.3 $11M -21% 73k 145.12
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Arista Networks Com Shs (ANET) 0.3 $11M +853% 136k 77.48
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Amdocs SHS (DOX) 0.3 $10M +362% 114k 91.50
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Prologis (PLD) 0.3 $10M -52% 92k 111.79
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NVIDIA Corporation (NVDA) 0.3 $10M +3% 93k 108.38
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $10M -5% 36k 274.84
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Teledyne Technologies Incorporated (TDY) 0.2 $9.1M +257% 18k 497.71
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $9.0M 74k 122.01
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $8.9M +6% 384k 23.16
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Vertiv Holdings Com Cl A (VRT) 0.2 $8.8M NEW 122k 72.20
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $8.4M -2% 329k 25.54
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $8.3M +14% 16k 532.57
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Becton, Dickinson and (BDX) 0.2 $7.9M NEW 35k 229.07
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Freeport-mcmoran CL B (FCX) 0.2 $7.9M -54% 210k 37.86
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.2 $7.5M 211k 35.64
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Metropcs Communications (TMUS) 0.2 $7.1M +113% 27k 266.71
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Waste Connections (WCN) 0.2 $7.0M +219% 36k 195.19
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $6.9M 75k 92.83
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Crowdstrike Hldgs Cl A (CRWD) 0.2 $6.8M -67% 19k 352.58
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Wisdomtree Tr Us Midcap Divid (DON) 0.2 $6.5M +32% 132k 49.52
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Ishares Tr U S Equity Factr (LRGF) 0.2 $6.5M -2% 112k 57.88
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Constellation Brands Cl A (STZ) 0.2 $6.1M +280% 33k 183.52
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.2 $6.1M +6% 215k 28.33
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SYSCO Corporation (SYY) 0.2 $6.1M NEW 81k 75.04
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Ishares Tr Global Tech Etf (IXN) 0.1 $5.6M 74k 75.74
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Vanguard World Inf Tech Etf (VGT) 0.1 $5.5M +7% 10k 542.34
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Schwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $5.4M 200k 26.92
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $5.3M +48% 44k 119.73
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J P Morgan Exchange Traded F Us Momentum (JMOM) 0.1 $5.3M -3% 94k 56.36
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JPMorgan Chase & Co. (JPM) 0.1 $5.3M -3% 22k 245.31
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Labcorp Holdings Com Shs (LH) 0.1 $5.3M +141% 23k 232.74
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $5.3M 239k 22.08
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $5.2M 66k 78.40
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $5.1M +40% 66k 77.05
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $5.1M 29k 172.27
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Vaneck Etf Trust Mrngstr Gbl Wide (MOTG) 0.1 $5.0M 128k 38.93
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Ishares Tr Global 100 Etf (IOO) 0.1 $4.7M 49k 96.29
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $4.7M +68% 37k 128.96
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $4.6M +105% 53k 88.00
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $4.6M 9.0k 513.93
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $4.5M -65% 103k 43.84
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Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $4.5M +18% 126k 35.65
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Alphabet Cap Stk Cl C (GOOG) 0.1 $4.4M +10% 28k 156.23
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Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.1 $4.4M 168k 26.28
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $4.4M +18% 67k 66.27
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $4.4M -13% 53k 83.00
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Ishares Tr S&p 100 Etf (OEF) 0.1 $4.3M +3% 16k 270.83
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First Tr Value Line Divid In SHS (FVD) 0.1 $4.2M -4% 94k 44.59
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $4.2M 47k 89.64
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Ishares Tr Broad Usd High (USHY) 0.1 $4.0M 109k 36.81
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Delta Air Lines Inc Del Com New (DAL) 0.1 $4.0M +74% 91k 43.60
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Tesla Motors (TSLA) 0.1 $3.8M 15k 259.14
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $3.7M NEW 53k 69.74
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $3.7M -2% 14k 258.61
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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $3.6M +2% 39k 91.53
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Ishares Core Msci Emkt (IEMG) 0.1 $3.5M -4% 65k 53.97
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Siren Etf Tr Divcn Divd Etf (DFND) 0.1 $3.5M 87k 40.67
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $3.4M 37k 93.66
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $3.4M 42k 81.76
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $3.4M 18k 186.29
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $3.1M +11% 54k 57.14
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Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $3.1M +4% 97k 31.96
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $3.0M -6% 29k 104.57
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $3.0M 48k 62.10
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $3.0M -4% 61k 48.82
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Exxon Mobil Corporation (XOM) 0.1 $2.8M +13% 24k 118.93
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CSX Corporation (CSX) 0.1 $2.8M +3% 95k 29.43
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $2.7M -21% 34k 79.46
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $2.7M +23% 17k 160.55
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Ishares Tr Intl Eqty Factor (INTF) 0.1 $2.7M 89k 30.84
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Ishares Tr Msci Intl Qualty (IQLT) 0.1 $2.7M +129% 68k 39.69
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $2.7M 32k 82.94
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Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 0.1 $2.7M +41% 26k 103.09
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $2.7M 115k 23.43
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $2.7M +2% 64k 42.06
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $2.7M -20% 32k 83.28
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First Tr Exchange Traded Rba Indl Etf (AIRR) 0.1 $2.6M +4% 38k 68.21
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Eaton Corp SHS (ETN) 0.1 $2.5M +3% 9.3k 271.83
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $2.5M +8% 25k 100.62
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Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.1 $2.5M +23% 76k 32.37
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Capital Group Core Balanced SHS (CGBL) 0.1 $2.5M +32% 79k 30.98
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $2.4M +8% 90k 27.26
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $2.4M -3% 13k 193.03
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Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.1 $2.4M 96k 24.48
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Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.1 $2.3M 70k 33.40
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Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $2.3M -3% 12k 202.14
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $2.2M 25k 90.53
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $2.2M +17% 37k 60.19
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Progressive Corporation (PGR) 0.1 $2.2M +4% 7.7k 283.01
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Costco Wholesale Corporation (COST) 0.1 $2.1M +2% 2.3k 945.60
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $2.1M 75k 27.77
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $2.0M +77% 74k 26.89
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Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $1.9M +14% 38k 51.08
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Northrop Grumman Corporation (NOC) 0.1 $1.9M 3.8k 512.01
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UnitedHealth (UNH) 0.1 $1.9M 3.7k 523.75
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International Business Machines (IBM) 0.1 $1.9M 7.6k 248.72
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Ishares Tr Us Sml Cap Eqt (SMLF) 0.0 $1.8M -11% 29k 62.16
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Ishares Tr Glob Hlthcre Etf (IXJ) 0.0 $1.8M 20k 91.20
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First Tr Exchange Traded Consumr Staple (FXG) 0.0 $1.8M 28k 65.34
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First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.0 $1.8M +8% 28k 64.08
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $1.8M -95% 9.0k 197.47
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Pacer Fds Tr Swan Sos Fd Of (PSFF) 0.0 $1.8M 62k 28.55
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $1.8M +5% 32k 54.76
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Johnson & Johnson (JNJ) 0.0 $1.8M 11k 165.85
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Amgen (AMGN) 0.0 $1.7M +50% 5.6k 311.54
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J P Morgan Exchange Traded F Active Growth (JGRO) 0.0 $1.7M +3% 23k 73.79
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Ishares Msci Emerg Mrkt (EEMV) 0.0 $1.7M -18% 30k 58.34
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Innovator Etfs Trust Defined Wlt Shld (BALT) 0.0 $1.7M +9% 55k 31.38
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Spdr Ser Tr Aerospace Def (XAR) 0.0 $1.7M +2% 11k 160.69
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Vanguard Index Fds Large Cap Etf (VV) 0.0 $1.7M 6.6k 257.03
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Philip Morris International (PM) 0.0 $1.7M -3% 11k 158.73
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Dimensional Etf Trust Short Duration F (DFSD) 0.0 $1.6M 34k 47.52
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Advisors Inner Circle Fd Ii Frontier Asset G (FGSM) 0.0 $1.6M +20% 65k 24.62
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Vanguard World Health Car Etf (VHT) 0.0 $1.6M -9% 6.0k 264.70
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $1.6M 20k 77.92
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.0 $1.6M -3% 32k 50.33
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Ishares Tr Glob Utilits Etf (JXI) 0.0 $1.6M 23k 69.09
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Ishares Emng Mkts Eqt (EMGF) 0.0 $1.6M 34k 46.78
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $1.6M 60k 26.19
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $1.6M -4% 76k 20.70
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $1.6M -5% 7.0k 222.15
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Visa Com Cl A (V) 0.0 $1.6M 4.4k 350.40
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Select Sector Spdr Tr Indl (XLI) 0.0 $1.5M -10% 12k 131.07
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $1.5M -21% 6.3k 244.63
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Spdr Gold Tr Gold Shs (GLD) 0.0 $1.5M +9% 5.2k 288.14
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Vanguard World Financials Etf (VFH) 0.0 $1.5M +308% 13k 119.47
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Dimensional Etf Trust Us Large Cap Val (DFLV) 0.0 $1.4M +20% 47k 30.57
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Advisors Inner Circle Fd Ii Frontier Asset U (FLCE) 0.0 $1.4M +5% 58k 24.20
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Procter & Gamble Company (PG) 0.0 $1.4M -11% 8.2k 170.42
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Abbvie (ABBV) 0.0 $1.4M +5% 6.5k 209.54
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Dimensional Etf Trust Us High Profitab (DUHP) 0.0 $1.3M +20% 41k 33.14
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First Tr Exchange-traded Us Eqty Oppt Etf (FPX) 0.0 $1.3M 12k 111.74
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.0 $1.3M 28k 46.67
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First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.0 $1.3M +23% 22k 58.54
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.0 $1.3M 48k 26.46
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Ishares Msci Gbl Min Vol (ACWV) 0.0 $1.3M +7% 11k 116.37
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Lincoln Electric Holdings (LECO) 0.0 $1.2M +2% 6.4k 189.16
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Advisors Inner Circle Fd Ii Frontier Asset T (FINT) 0.0 $1.2M 46k 26.19
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Innovator Etfs Trust Power Buffer Set (PSTP) 0.0 $1.2M +19% 38k 31.41
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $1.2M -5% 27k 43.70
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $1.2M +12% 46k 25.07
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Vanguard World Mega Cap Val Etf (MGV) 0.0 $1.1M +363% 8.9k 128.84
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Anthem (ELV) 0.0 $1.1M -58% 2.6k 434.10
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $1.1M +26% 22k 51.49
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Ishares Tr Ishares Biotech (IBB) 0.0 $1.1M -4% 8.9k 127.90
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Home Depot (HD) 0.0 $1.1M 3.1k 366.35
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Innovator Etfs Trust Us Small Cap 10 (RBUF) 0.0 $1.1M +24% 43k 26.06
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Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $1.1M +13% 49k 22.98
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $1.1M +2% 15k 75.65
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Ishares Tr Core Total Usd (IUSB) 0.0 $1.1M +7% 24k 46.08
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.0 $1.1M +19% 9.7k 113.75
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $1.1M -2% 12k 92.79
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At&t (T) 0.0 $1.1M +23% 39k 28.28
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TransDigm Group Incorporated (TDG) 0.0 $1.1M +17% 782.00 1383.29
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $1.1M +10% 22k 49.90
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Coinbase Global Com Cl A (COIN) 0.0 $1.1M 6.2k 172.23
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Ishares Tr Core High Dv Etf (HDV) 0.0 $1.1M 8.8k 121.11
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First Tr Exchange-traded No Amer Energy (EMLP) 0.0 $1.1M 28k 37.49
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Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.0 $1.1M 49k 21.47
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Ishares Em Mkts Div Etf (DVYE) 0.0 $1.0M -5% 38k 27.29
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Ishares Tr Glb Cnsm Stp Etf (KXI) 0.0 $1.0M 16k 64.05
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First Tr Exchange-traded Wtr Etf (FIW) 0.0 $1.0M 10k 100.71
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Advisors Inner Circle Fd Ii Frontier Asset C (FCBD) 0.0 $1.0M -14% 41k 25.35
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $1.0M +15% 6.0k 170.90
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Pacer Fds Tr Us Small Cap Cas (CALF) 0.0 $1.0M -3% 27k 37.50
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $1.0M 11k 95.00
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Ge Aerospace Com New (GE) 0.0 $1.0M 5.0k 200.16
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $1.0M +30% 14k 74.72
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PNC Financial Services (PNC) 0.0 $1.0M 5.7k 175.78
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Merck & Co (MRK) 0.0 $999k -94% 11k 89.76
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McDonald's Corporation (MCD) 0.0 $997k 3.2k 312.40
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $995k +3% 13k 78.94
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Raytheon Technologies Corp (RTX) 0.0 $989k -2% 7.5k 132.46
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Ishares Tr Us Aer Def Etf (ITA) 0.0 $981k +45% 6.4k 153.08
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $980k -5% 5.9k 166.00
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $973k 16k 60.66
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.0 $957k NEW 10k 91.73
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $955k -4% 12k 78.28
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Abbott Laboratories (ABT) 0.0 $945k 7.1k 132.65
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $942k +26% 5.4k 173.21
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Blackstone Group Inc Com Cl A (BX) 0.0 $921k +13% 6.6k 139.80
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $920k +3% 43k 21.53
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $917k +8% 15k 63.00
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Goldman Sachs Etf Tr Nasdaq 100 Core (GPIQ) 0.0 $917k NEW 21k 44.60
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $906k -14% 3.6k 251.79
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Vanguard World Energy Etf (VDE) 0.0 $905k 7.0k 129.71
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Advisors Inner Circle Fd Ii Frontier Asset O (FOPC) 0.0 $900k 36k 25.34
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First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.0 $896k 5.2k 173.57
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Coca-Cola Company (KO) 0.0 $888k +91% 12k 71.61
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $887k 32k 27.57
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Ishares Tr Core Div Grwth (DGRO) 0.0 $882k +68% 14k 61.78
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Parker-Hannifin Corporation (PH) 0.0 $880k 1.4k 607.77
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $871k -8% 15k 58.35
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.0 $870k +4% 22k 40.49
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Boeing Company (BA) 0.0 $855k 5.0k 170.56
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $844k 4.0k 211.45
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $840k 11k 73.45
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $838k +19% 8.3k 100.67
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Walt Disney Company (DIS) 0.0 $830k +3% 8.4k 98.68
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Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU) 0.0 $822k +16% 12k 69.65
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Ishares Tr Tips Bd Etf (TIP) 0.0 $821k -6% 7.4k 111.09
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First Tr Morningstar Divid L SHS (FDL) 0.0 $818k +85% 19k 43.44
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Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $808k 6.1k 132.23
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Past Filings by Signature Estate & Investment Advisors

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

View all past filings