Signature Estate & Investment Advisors LLC Incresed Positions in Q3 2025

Signature Estate & Investment Advisors LLC

  • $4.52 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COIN
Coinbase Global, Inc.

Technology
162K
+ 3827.11%
$297.99 - $419.78 $48.3M - $68M
166K $56.1M
FNDX
Schwab Fundamental U S Large C

ETFs
55.4K
+ 0.71%
$24.38 - $26.34 $1.35M - $1.46M
7.88M $207M
LLY
Eli Lilly & CO

Healthcare
17.4K
+ 31.42%
$625.65 - $812.69 $10.9M - $14.2M
72.9K $55.6M
MSFT
Microsoft Corp

Technology
11.3K
+ 5.04%
$491.09 - $535.64 $5.53M - $6.03M
235K $122M
WELL
Welltower Inc.

Real Estate
45.9K
+ 3192.56%
$150.71 - $178.14 $6.92M - $8.18M
47.4K $8.44M
EFV
Msci Eafe Value ETF

ETFs
18.8K
+ 1.48%
$62.79 - $68.42 $1.18M - $1.29M
1.29M $87.4M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
78.9K
+ 1.49%
$39.58 - $40.74 $3.12M - $3.21M
5.37M $218M
XLC
Select Sector Spdr Tr Communic

ETFs
8.14K
+ 2.26%
$105.99 - $119.41 $862K - $972K
368K $43.6M
VTV
Vanguard Value ETF

ETFs
6.55K
+ 2.14%
$175.51 - $186.57 $1.15M - $1.22M
313K $58.3M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
26.9K
+ 3.9%
$42.67 - $46.91 $1.15M - $1.26M
715K $33.5M
XLV
Select Sector Spdr Fund Health

ETFs
11.7K
+ 3.36%
$129.01 - $139.72 $1.51M - $1.63M
359K $50M
MCK
Mckesson Corp

Healthcare
1.02K
+ 1.74%
$659.01 - $772.54 $670K - $785K
59.5K $46M
XLU
Utilities Sector Spdr

ETFs
4.64K
+ 1.1%
$81.14 - $87.32 $376K - $405K
428K $37.3M
IDEV
Ishares Core Msci Intl Develop

ETFs
8.25K
+ 1.74%
$74.68 - $80.26 $616K - $662K
482K $38.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.61K
+ 5.38%
$617.65 - $666.84 $997K - $1.08M
31.6K $21.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
16.2K
+ 2.34%
$39.8 - $42.86 $644K - $693K
707K $30.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
6.24K
+ 17.45%
$225.11 - $247.9 $1.4M - $1.55M
42K $10.4M
AMAT
Applied Materials Inc

Technology
2.05K
+ 2.76%
$156.25 - $204.95 $320K - $420K
76.3K $15.6M
WMT
Walmart Inc.

Consumer Defensive
2.08K
+ 0.62%
$94.4 - $104.27 $196K - $217K
337K $34.7M
META
Meta Platforms, Inc.

Communication Services
3.24K
+ 2.88%
$695.21 - $791.73 $2.25M - $2.56M
116K $84.9M
USFR
Wisdomtree Floating Rate Treas

ETFs
32.5K
+ 106.05%
$50.23 - $50.48 $1.63M - $1.64M
63.1K $3.17M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
33.4K
+ 77.66%
$38.85 - $41.97 $1.3M - $1.4M
76.3K $3.2M
DFSD
Dimensional ETF Tr Short Durat

ETFs
30.7K
+ 86.94%
$47.86 - $48.43 $1.47M - $1.49M
66.1K $3.18M
TDY
Teledyne Technologies Inc

Technology
225
+ 1.22%
$509.51 - $586.04 $115K - $132K
18.6K $10.9M
MA
Mastercard Inc

Financial Services
767
+ 0.54%
$550.18 - $598.96 $422K - $459K
143K $81.3M
RDVY
First Trust Rising Dividend Ac

ETFs
17.1K
+ 75.77%
$62.38 - $67.29 $1.07M - $1.15M
39.8K $2.68M
DFIC
Dimensional ETF Tr Dimensional

ETFs
34K
+ 42.32%
$30.76 - $33.01 $1.05M - $1.12M
114K $3.75M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
914
+ 0.36%
$79.76 - $85.78 $72.9K - $78.4K
253K $21.4M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
20.1K
+ 10.71%
$49.09 - $50.58 $989K - $1.02M
208K $10.5M
CGDV
Capital Group Divid Value ETF

ETFs
14.4K
+ 6.58%
$39.59 - $42.21 $569K - $606K
233K $9.78M
VTI
Vanguard Total Stock Market Et

ETFs
817
+ 2.28%
$303.93 - $329.86 $248K - $269K
36.7K $12M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
25.8K
+ 38.01%
$41.8 - $43.15 $1.08M - $1.11M
93.6K $4M
ORCL
Oracle Corp

Technology
2.87K
+ 56.8%
$218.96 - $328.33 $628K - $942K
7.92K $2.23M
DUHP
Dimensional ETF Tr Dimensional

ETFs
25.6K
+ 55.28%
$35.76 - $37.93 $917K - $973K
72K $2.72M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
15.7K
+ 42.77%
$60.96 - $64.31 $959K - $1.01M
52.5K $3.34M
VGT
Vanguard Information Technolog

ETFs
191
+ 1.78%
$656.44 - $753.15 $125K - $144K
10.9K $8.16M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
5.67K
+ 21.61%
$128.6 - $136.01 $729K - $771K
31.9K $4.31M
VEA
Vanguard Ftse Developed Market

ETFs
2.24K
+ 0.85%
$56.02 - $60.3 $126K - $135K
267K $16M
VBR
Vanguard Small Cap Value ETF

ETFs
2.74K
+ 11.29%
$195.41 - $212.37 $534K - $581K
27K $5.63M
DFAS
Dimensional ETF Tr U S Small C

ETFs
10.1K
+ 28.55%
$63.41 - $69.69 $640K - $704K
45.5K $3.11M
DFAT
Dimensional ETF Tr U S Target

ETFs
12.1K
+ 43.68%
$53.36 - $59.69 $648K - $725K
39.9K $2.33M
ITOT
Ishares Core S&P Total U.S. St

ETFs
13
+ 0.02%
$135.0 - $146.02 $1.76K - $1.9K
73.9K $10.8M
CGGO
Capital Group Global Growth Eq

ETFs
8.55K
+ 3.82%
$31.71 - $34.17 $271K - $292K
232K $7.93M
CGXU
Capital Group Intl Focus Equit

ETFs
16.5K
+ 15.01%
$26.49 - $29.62 $437K - $489K
126K $3.75M
SCHG
Schwab Strategic Tr Us Large C

ETFs
18.1K
+ 29.64%
$28.92 - $32.19 $522K - $581K
79K $2.52M
IYW
Ishares Dj Us Tech ETF

ETFs
3.35K
+ 97.47%
$171.38 - $197.01 $574K - $660K
6.78K $1.33M
SYY
Sysco Corp

Consumer Defensive
2.33K
+ 2.86%
$76.33 - $82.51 $177K - $192K
83.5K $6.88M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
872
+ 2.12%
$82.22 - $96.68 $71.7K - $84.3K
42K $4.06M
IOO
Ishares Tr Global 100 ETF

ETFs
952
+ 1.94%
$107.55 - $120.01 $102K - $114K
50.1K $6.01M
Activity Summary
Buys All Purchases 330 New Holdings 44 Increased Positions 286 Sells All Sells 231 Reductions 231 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Signature Estate & Investment Advisors LLC Portfolio

Follow Signature Estate & Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Signature Estate & Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Signature Estate & Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email