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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, 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.

Sign up to view all of the Signature Estate & Investment Advisors March 31, 2025 positions
Download the Signature Estate & Investment Advisors March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	12.6	$477M		4.3M	110.08	View chart
Vanguard Index Fds Growth Etf (VUG)	8.7	$329M	+3%	887k	370.82	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	7.2	$274M	+4%	6.8M	40.29	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	4.6	$175M	-28%	7.4M	23.61	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	4.5	$172M	+2%	1.9M	90.67	View chart
Apple (AAPL)	2.6	$100M	+12%	451k	222.13	View chart
Microsoft Corporation (MSFT)	2.4	$93M	+53%	247k	375.39	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	2.3	$89M	-3%	2.6M	34.25	View chart
Amazon (AMZN)	2.3	$87M	+30%	459k	190.26	View chart
Select Sector Spdr Tr Financial (XLF)	2.2	$82M	+4%	1.6M	49.81	View chart
Mastercard Incorporated Cl A (MA)	2.0	$77M	+5%	141k	548.12	View chart
salesforce (CRM)	1.8	$69M	+25%	258k	268.36	View chart
Uber Technologies (UBER)	1.7	$65M	-6%	892k	72.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.7	$65M	+21%	417k	154.64	View chart
Adobe Systems Incorporated (ADBE)	1.6	$62M	+11571%	162k	383.53	View chart
Meta Platforms Cl A (META)	1.6	$60M	-11%	105k	576.36	View chart
MetLife (MET)	1.4	$55M	-13%	683k	80.29	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.4	$53M	+869%	365k	146.01	View chart
Vanguard Index Fds Value Etf (VTV)	1.4	$52M	-20%	303k	172.74	View chart
O'reilly Automotive (ORLY)	1.1	$43M	-45%	30k	1432.58	View chart
Thermo Fisher Scientific (TMO)	1.1	$42M	-22%	85k	497.60	View chart
Broadcom (AVGO)	1.1	$41M	-36%	245k	167.43	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.0	$37M	+25%	1.0M	36.41	View chart
McKesson Corporation (MCK)	1.0	$37M	-46%	55k	673.00	View chart
Nextera Energy (NEE)	1.0	$37M	-38%	519k	70.89	View chart
Ishares Tr Core Msci Intl (IDEV)	1.0	$37M	+26%	529k	68.89	View chart
Select Sector Spdr Tr Energy (XLE)	1.0	$36M	-13%	388k	93.45	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.8	$31M	+9%	390k	78.85	View chart
Wal-Mart Stores (WMT)	0.8	$30M	-55%	341k	87.79	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.7	$25M	-2%	485k	51.78	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.6	$24M	+16%	614k	39.37	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.5	$20M	+16%	275k	73.69	View chart
Blackrock (BLK)	0.5	$19M	-22%	20k	946.38	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.4	$17M	+14%	569k	29.58	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$17M		30k	559.36	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.4	$16M	+8%	380k	42.08	View chart
Eli Lilly & Co. (LLY)	0.4	$15M	+1302%	19k	825.94	View chart
Kkr & Co (KKR)	0.4	$15M	+3663%	132k	115.61	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$15M		27k	561.89	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$14M	+3%	503k	27.96	View chart
Chevron Corporation (CVX)	0.4	$14M	-79%	82k	167.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$13M	+2%	28k	468.92	View chart
Wynn Resorts (WYNN)	0.3	$13M	+756%	150k	83.50	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$12M	+14%	64k	193.99	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$12M		234k	50.83	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$11M	+12%	248k	45.26	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.3	$11M	+5%	216k	50.00	View chart
Applied Materials (AMAT)	0.3	$11M	-21%	73k	145.12	View chart
Arista Networks Com Shs (ANET)	0.3	$11M	+853%	136k	77.48	View chart
Amdocs SHS (DOX)	0.3	$10M	+362%	114k	91.50	View chart
Prologis (PLD)	0.3	$10M	-52%	92k	111.79	View chart
NVIDIA Corporation (NVDA)	0.3	$10M	+3%	93k	108.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$10M	-5%	36k	274.84	View chart
Teledyne Technologies Incorporated (TDY)	0.2	$9.1M	+257%	18k	497.71	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$9.0M		74k	122.01	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$8.9M	+6%	384k	23.16	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$8.8M	NEW	122k	72.20	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$8.4M	-2%	329k	25.54	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$8.3M	+14%	16k	532.57	View chart
Becton, Dickinson and (BDX)	0.2	$7.9M	NEW	35k	229.07	View chart
Freeport-mcmoran CL B (FCX)	0.2	$7.9M	-54%	210k	37.86	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$7.5M		211k	35.64	View chart
Metropcs Communications (TMUS)	0.2	$7.1M	+113%	27k	266.71	View chart
Waste Connections (WCN)	0.2	$7.0M	+219%	36k	195.19	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$6.9M		75k	92.83	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$6.8M	-67%	19k	352.58	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$6.5M	+32%	132k	49.52	View chart
Ishares Tr U S Equity Factr (LRGF)	0.2	$6.5M	-2%	112k	57.88	View chart
Constellation Brands Cl A (STZ)	0.2	$6.1M	+280%	33k	183.52	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$6.1M	+6%	215k	28.33	View chart
SYSCO Corporation (SYY)	0.2	$6.1M	NEW	81k	75.04	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$5.6M		74k	75.74	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$5.5M	+7%	10k	542.34	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.1	$5.4M		200k	26.92	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$5.3M	+48%	44k	119.73	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.1	$5.3M	-3%	94k	56.36	View chart
JPMorgan Chase & Co. (JPM)	0.1	$5.3M	-3%	22k	245.31	View chart
Labcorp Holdings Com Shs (LH)	0.1	$5.3M	+141%	23k	232.74	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$5.3M		239k	22.08	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$5.2M		66k	78.40	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.1	$5.1M	+40%	66k	77.05	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$5.1M		29k	172.27	View chart
Vaneck Etf Trust Mrngstr Gbl Wide (MOTG)	0.1	$5.0M		128k	38.93	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$4.7M		49k	96.29	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$4.7M	+68%	37k	128.96	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$4.6M	+105%	53k	88.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$4.6M		9.0k	513.93	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$4.5M	-65%	103k	43.84	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$4.5M	+18%	126k	35.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$4.4M	+10%	28k	156.23	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$4.4M		168k	26.28	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$4.4M	+18%	67k	66.27	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$4.4M	-13%	53k	83.00	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$4.3M	+3%	16k	270.83	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$4.2M	-4%	94k	44.59	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$4.2M		47k	89.64	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$4.0M		109k	36.81	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$4.0M	+74%	91k	43.60	View chart
Tesla Motors (TSLA)	0.1	$3.8M		15k	259.14	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$3.7M	NEW	53k	69.74	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$3.7M	-2%	14k	258.61	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$3.6M	+2%	39k	91.53	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$3.5M	-4%	65k	53.97	View chart
Siren Etf Tr Divcn Divd Etf (DFND)	0.1	$3.5M		87k	40.67	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$3.4M		37k	93.66	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$3.4M		42k	81.76	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$3.4M		18k	186.29	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$3.1M	+11%	54k	57.14	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$3.1M	+4%	97k	31.96	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$3.0M	-6%	29k	104.57	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$3.0M		48k	62.10	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$3.0M	-4%	61k	48.82	View chart
Exxon Mobil Corporation (XOM)	0.1	$2.8M	+13%	24k	118.93	View chart
CSX Corporation (CSX)	0.1	$2.8M	+3%	95k	29.43	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.1	$2.7M	-21%	34k	79.46	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.7M	+23%	17k	160.55	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$2.7M		89k	30.84	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$2.7M	+129%	68k	39.69	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$2.7M		32k	82.94	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.1	$2.7M	+41%	26k	103.09	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$2.7M		115k	23.43	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$2.7M	+2%	64k	42.06	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$2.7M	-20%	32k	83.28	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$2.6M	+4%	38k	68.21	View chart
Eaton Corp SHS (ETN)	0.1	$2.5M	+3%	9.3k	271.83	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$2.5M	+8%	25k	100.62	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$2.5M	+23%	76k	32.37	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$2.5M	+32%	79k	30.98	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$2.4M	+8%	90k	27.26	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$2.4M	-3%	13k	193.03	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$2.4M		96k	24.48	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$2.3M		70k	33.40	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$2.3M	-3%	12k	202.14	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.2M		25k	90.53	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$2.2M	+17%	37k	60.19	View chart
Progressive Corporation (PGR)	0.1	$2.2M	+4%	7.7k	283.01	View chart
Costco Wholesale Corporation (COST)	0.1	$2.1M	+2%	2.3k	945.60	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$2.1M		75k	27.77	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$2.0M	+77%	74k	26.89	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$1.9M	+14%	38k	51.08	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.9M		3.8k	512.01	View chart
UnitedHealth (UNH)	0.1	$1.9M		3.7k	523.75	View chart
International Business Machines (IBM)	0.1	$1.9M		7.6k	248.72	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.0	$1.8M	-11%	29k	62.16	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.0	$1.8M		20k	91.20	View chart
First Tr Exchange Traded Consumr Staple (FXG)	0.0	$1.8M		28k	65.34	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.0	$1.8M	+8%	28k	64.08	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$1.8M	-95%	9.0k	197.47	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.0	$1.8M		62k	28.55	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$1.8M	+5%	32k	54.76	View chart
Johnson & Johnson (JNJ)	0.0	$1.8M		11k	165.85	View chart
Amgen (AMGN)	0.0	$1.7M	+50%	5.6k	311.54	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.0	$1.7M	+3%	23k	73.79	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$1.7M	-18%	30k	58.34	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.0	$1.7M	+9%	55k	31.38	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.0	$1.7M	+2%	11k	160.69	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$1.7M		6.6k	257.03	View chart
Philip Morris International (PM)	0.0	$1.7M	-3%	11k	158.73	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.0	$1.6M		34k	47.52	View chart
Advisors Inner Circle Fd Ii Frontier Asset G (FGSM)	0.0	$1.6M	+20%	65k	24.62	View chart
Vanguard World Health Car Etf (VHT)	0.0	$1.6M	-9%	6.0k	264.70	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$1.6M		20k	77.92	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$1.6M	-3%	32k	50.33	View chart
Ishares Tr Glob Utilits Etf (JXI)	0.0	$1.6M		23k	69.09	View chart
Ishares Emng Mkts Eqt (EMGF)	0.0	$1.6M		34k	46.78	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$1.6M		60k	26.19	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.0	$1.6M	-4%	76k	20.70	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$1.6M	-5%	7.0k	222.15	View chart
Visa Com Cl A (V)	0.0	$1.6M		4.4k	350.40	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$1.5M	-10%	12k	131.07	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$1.5M	-21%	6.3k	244.63	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$1.5M	+9%	5.2k	288.14	View chart
Vanguard World Financials Etf (VFH)	0.0	$1.5M	+308%	13k	119.47	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.0	$1.4M	+20%	47k	30.57	View chart
Advisors Inner Circle Fd Ii Frontier Asset U (FLCE)	0.0	$1.4M	+5%	58k	24.20	View chart
Procter & Gamble Company (PG)	0.0	$1.4M	-11%	8.2k	170.42	View chart
Abbvie (ABBV)	0.0	$1.4M	+5%	6.5k	209.54	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$1.3M	+20%	41k	33.14	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.0	$1.3M		12k	111.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.0	$1.3M		28k	46.67	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$1.3M	+23%	22k	58.54	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$1.3M		48k	26.46	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$1.3M	+7%	11k	116.37	View chart
Lincoln Electric Holdings (LECO)	0.0	$1.2M	+2%	6.4k	189.16	View chart
Advisors Inner Circle Fd Ii Frontier Asset T (FINT)	0.0	$1.2M		46k	26.19	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	0.0	$1.2M	+19%	38k	31.41	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$1.2M	-5%	27k	43.70	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$1.2M	+12%	46k	25.07	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$1.1M	+363%	8.9k	128.84	View chart
Anthem (ELV)	0.0	$1.1M	-58%	2.6k	434.10	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$1.1M	+26%	22k	51.49	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$1.1M	-4%	8.9k	127.90	View chart
Home Depot (HD)	0.0	$1.1M		3.1k	366.35	View chart
Innovator Etfs Trust Us Small Cap 10 (RBUF)	0.0	$1.1M	+24%	43k	26.06	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$1.1M	+13%	49k	22.98	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$1.1M	+2%	15k	75.65	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$1.1M	+7%	24k	46.08	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$1.1M	+19%	9.7k	113.75	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$1.1M	-2%	12k	92.79	View chart
At&t (T)	0.0	$1.1M	+23%	39k	28.28	View chart
TransDigm Group Incorporated (TDG)	0.0	$1.1M	+17%	782.00	1383.29	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$1.1M	+10%	22k	49.90	View chart
Coinbase Global Com Cl A (COIN)	0.0	$1.1M		6.2k	172.23	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$1.1M		8.8k	121.11	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$1.1M		28k	37.49	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.0	$1.1M		49k	21.47	View chart
Ishares Em Mkts Div Etf (DVYE)	0.0	$1.0M	-5%	38k	27.29	View chart
Ishares Tr Glb Cnsm Stp Etf (KXI)	0.0	$1.0M		16k	64.05	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$1.0M		10k	100.71	View chart
Advisors Inner Circle Fd Ii Frontier Asset C (FCBD)	0.0	$1.0M	-14%	41k	25.35	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$1.0M	+15%	6.0k	170.90	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.0	$1.0M	-3%	27k	37.50	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$1.0M		11k	95.00	View chart
Ge Aerospace Com New (GE)	0.0	$1.0M		5.0k	200.16	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$1.0M	+30%	14k	74.72	View chart
PNC Financial Services (PNC)	0.0	$1.0M		5.7k	175.78	View chart
Merck & Co (MRK)	0.0	$999k	-94%	11k	89.76	View chart
McDonald's Corporation (MCD)	0.0	$997k		3.2k	312.40	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$995k	+3%	13k	78.94	View chart
Raytheon Technologies Corp (RTX)	0.0	$989k	-2%	7.5k	132.46	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$981k	+45%	6.4k	153.08	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$980k	-5%	5.9k	166.00	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$973k		16k	60.66	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.0	$957k	NEW	10k	91.73	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$955k	-4%	12k	78.28	View chart
Abbott Laboratories (ABT)	0.0	$945k		7.1k	132.65	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$942k	+26%	5.4k	173.21	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$921k	+13%	6.6k	139.80	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$920k	+3%	43k	21.53	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$917k	+8%	15k	63.00	View chart
Goldman Sachs Etf Tr Nasdaq 100 Core (GPIQ)	0.0	$917k	NEW	21k	44.60	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$906k	-14%	3.6k	251.79	View chart
Vanguard World Energy Etf (VDE)	0.0	$905k		7.0k	129.71	View chart
Advisors Inner Circle Fd Ii Frontier Asset O (FOPC)	0.0	$900k		36k	25.34	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.0	$896k		5.2k	173.57	View chart
Coca-Cola Company (KO)	0.0	$888k	+91%	12k	71.61	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$887k		32k	27.57	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$882k	+68%	14k	61.78	View chart
Parker-Hannifin Corporation (PH)	0.0	$880k		1.4k	607.77	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$871k	-8%	15k	58.35	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$870k	+4%	22k	40.49	View chart
Boeing Company (BA)	0.0	$855k		5.0k	170.56	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$844k		4.0k	211.45	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$840k		11k	73.45	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$838k	+19%	8.3k	100.67	View chart
Walt Disney Company (DIS)	0.0	$830k	+3%	8.4k	98.68	View chart
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)	0.0	$822k	+16%	12k	69.65	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$821k	-6%	7.4k	111.09	View chart
First Tr Morningstar Divid L SHS (FDL)	0.0	$818k	+85%	19k	43.44	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$808k		6.1k	132.23	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 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
Signature Estate & Investment Advisors 2021 Q3 filed Oct. 12, 2021
Signature Estate & Investment Advisors 2021 Q2 filed July 16, 2021

View all past filings

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