Signature Estate & Investment Advisors LLC Incresed Positions in Q2 2024

Signature Estate & Investment Advisors LLC

  • $3.98 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IGM
Ishares Expanded Tech Sector E

ETFs
774K
+ 76.72%
$80.02 - $95.38 $62M - $73.8M
1.78M $168M
XLF
Financial Sector Spdr

ETFs
1.41M
+ 22727.25%
$39.59 - $42.49 $55.8M - $59.9M
1.42M $58.2M
AAPL
Apple Inc.

Technology
100K
+ 32.56%
$165.0 - $216.67 $16.6M - $21.8M
409K $86.1M
NEE
Nextera Energy Inc

Utilities
443K
+ 167.93%
$61.7 - $80.02 $27.3M - $35.4M
706K $50M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
763K
+ 11.27%
$42.01 - $43.6 $32M - $33.3M
7.53M $324M
VUG
Vanguard Growth ETF

ETFs
4.76K
+ 0.67%
$322.46 - $377.11 $1.53M - $1.79M
719K $269M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
394K
+ 7255.33%
$50.84 - $55.56 $20M - $21.9M
399K $22.2M
IVV
Ishares Core S&P 500 ETF

ETFs
26.8K
+ 1456.19%
$497.53 - $549.64 $13.3M - $14.7M
28.7K $15.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
22.3K
+ 255.02%
$495.16 - $548.49 $11M - $12.2M
31K $16.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
23.3K
+ 458.03%
$414.65 - $485.21 $9.66M - $11.3M
28.4K $13.6M
VEA
Vanguard Ftse Developed Market

ETFs
196K
+ 1014.71%
$47.83 - $51.21 $9.4M - $10.1M
216K $10.7M
VTV
Vanguard Value ETF

ETFs
57.6K
+ 21.72%
$154.57 - $163.65 $8.9M - $9.42M
323K $51.8M
VIG
Vanguard Dividend Appreciation

ETFs
44.4K
+ 506.77%
$173.33 - $185.29 $7.7M - $8.23M
53.2K $9.71M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
249K
+ 3.52%
$38.37 - $39.99 $9.54M - $9.95M
7.32M $291M
AMZN
Amazon Com Inc

Consumer Cyclical
16K
+ 4.93%
$173.67 - $197.85 $2.78M - $3.17M
341K $65.8M
VTI
Vanguard Total Stock Market Et

ETFs
25.1K
+ 206.79%
$245.23 - $269.4 $6.15M - $6.76M
37.2K $9.96M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
134K
+ 86.72%
$40.83 - $44.89 $5.46M - $6.01M
288K $12.6M
NVDA
Nvidia Corp

Technology
76.3K
+ 1691.93%
$118.11 - $1224.4 $9.01M - $93.4M
80.8K $9.98M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
117K
+ 26.27%
$35.3 - $38.79 $4.13M - $4.54M
562K $21.2M
CGGR
Capital Group Growth ETF Shs C

ETFs
90.6K
+ 3.97%
$30.03 - $33.13 $2.72M - $3M
2.37M $78M
SCHX
Schwab Strategic Tr Us Large C

ETFs
73.9K
+ 738.01%
$58.7 - $64.78 $4.34M - $4.79M
83.9K $5.39M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11.4K
+ 461.79%
$396.73 - $420.24 $4.52M - $4.79M
13.9K $5.64M
PLD
Prologis, Inc.

Real Estate
57.4K
+ 49.0%
$101.88 - $127.92 $5.85M - $7.35M
175K $19.6M
GOOG
Alphabet Inc.

Communication Services
22.9K
+ 870.81%
$151.94 - $186.86 $3.48M - $4.28M
25.5K $4.68M
META
Meta Platforms, Inc.

Communication Services
3.8K
+ 3.51%
$430.17 - $527.34 $1.63M - $2M
112K $56.4M
USFR
Wisdomtree Floating Rate Treas

ETFs
73.9K
+ 3.02%
$50.28 - $50.52 $3.72M - $3.74M
2.52M $127M
VGT
Vanguard Information Technolog

ETFs
5.96K
+ 168.73%
$479.9 - $588.82 $2.86M - $3.51M
9.49K $5.47M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.1K
+ 589.7%
$455.1 - $504.28 $3.23M - $3.58M
8.3K $4.15M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
31.9K
+ 1360.3%
$102.13 - $110.88 $3.26M - $3.54M
34.2K $3.65M
JPM
Jpmorgan Chase & CO

Financial Services
16.7K
+ 318.18%
$180.08 - $204.79 $3M - $3.42M
21.9K $4.43M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
51.7K
+ 16.31%
$40.93 - $44.6 $2.12M - $2.31M
369K $16M
AMAT
Applied Materials Inc

Technology
1.09K
+ 1.34%
$189.46 - $247.83 $207K - $271K
82.7K $19.5M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
9.99K
+ 917.83%
$173.58 - $198.8 $1.73M - $1.99M
11.1K $2.16M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
47.7K
+ 205.47%
$35.59 - $36.41 $1.7M - $1.74M
70.9K $2.57M
TSLA
Tesla, Inc.

Consumer Cyclical
7.64K
+ 114.08%
$142.05 - $197.88 $1.09M - $1.51M
14.3K $2.84M
COST
Costco Wholesale Corp

Consumer Defensive
1.87K
+ 488.51%
$704.88 - $870.75 $1.32M - $1.63M
2.25K $1.92M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
28.1K
+ 343.28%
$54.36 - $57.86 $1.53M - $1.63M
36.3K $2.03M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
25.7K
+ 646.0%
$54.04 - $58.09 $1.39M - $1.5M
29.7K $1.62M
UNH
Unitedhealth Group Inc

Healthcare
2.48K
+ 192.77%
$439.2 - $524.63 $1.09M - $1.3M
3.77K $1.92M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
20.3K
+ 108.44%
$58.71 - $63.6 $1.19M - $1.29M
38.9K $2.38M
FNDX
Schwab Fundamental U S Large C

ETFs
33.7K
+ 1.27%
$63.87 - $67.55 $2.16M - $2.28M
2.69M $180M
JNJ
Johnson & Johnson

Healthcare
7.98K
+ 190.18%
$144.38 - $157.78 $1.15M - $1.26M
12.2K $1.78M
IBM
International Business Machines Corp

Technology
6.39K
+ 309.44%
$164.43 - $190.9 $1.05M - $1.22M
8.46K $1.46M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
33.3K
+ 6.81%
$27.18 - $29.31 $904K - $975K
522K $14.8M
XOM
Exxon Mobil Corp

Energy
7.39K
+ 53.82%
$108.36 - $122.2 $801K - $903K
21.1K $2.43M
VOE
Vanguard Mid Cap Value Index F

ETFs
5.74K
+ 71.5%
$146.82 - $155.77 $843K - $894K
13.8K $2.07M
LOW
Lowes Companies Inc

Consumer Cyclical
3.48K
+ 299.06%
$214.27 - $249.28 $747K - $868K
4.65K $1.02M
ABBV
Abb Vie Inc.

Healthcare
4.28K
+ 246.06%
$154.79 - $180.76 $662K - $773K
6.02K $1.03M
V
Visa Inc.

Financial Services
2.66K
+ 152.12%
$262.47 - $281.5 $698K - $749K
4.41K $1.16M
Activity Summary
Buys All Purchases 458 New Holdings 334 Increased Positions 124 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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