Signature Estate & Investment Advisors LLC Incresed Positions in Q4 2024

Signature Estate & Investment Advisors LLC

  • $3.94 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
9.08K
+ 2.43%
$159.67 - $250.0 $1.45M - $2.27M
383K $88.7M
FNDX
Schwab Fundamental U S Large C

ETFs
7.19M
+ 225.01%
$23.49 - $71.77 $169M - $516M
10.4M $246M
AMZN
Amazon Com Inc

Consumer Cyclical
6.67K
+ 1.93%
$180.88 - $232.93 $1.21M - $1.55M
353K $77.4M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
20.5K
+ 0.48%
$111.85 - $120.71 $2.29M - $2.47M
4.25M $490M
IGM
Ishares Expanded Tech Sector E

ETFs
339
+ 0.02%
$94.19 - $106.95 $31.9K - $36.3K
1.86M $189M
GOOGL
Alphabet Inc.

Communication Services
3.44K
+ 1.02%
$161.86 - $196.66 $556K - $676K
342K $64.7M
MCK
Mckesson Corp

Healthcare
683
+ 0.67%
$482.27 - $628.5 $329K - $429K
103K $58.8M
AAPL
Apple Inc.

Technology
3.65K
+ 0.92%
$221.69 - $259.02 $809K - $945K
400K $100M
XLF
Financial Sector Spdr

ETFs
34.5K
+ 2.24%
$44.89 - $51.34 $1.55M - $1.77M
1.57M $75.9M
MA
Mastercard Inc

Financial Services
3.6K
+ 2.76%
$491.3 - $536.15 $1.77M - $1.93M
134K $70.7M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.48K
+ 2.73%
$1146.59 - $1270.6 $1.69M - $1.87M
55.6K $65.9M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
47.1K
+ 30.02%
$50.02 - $51.24 $2.36M - $2.42M
204K $10.2M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
42.1K
+ 73.89%
$50.53 - $55.55 $2.13M - $2.34M
99.2K $5.05M
TSLA
Tesla, Inc.

Consumer Cyclical
91
+ 0.64%
$213.65 - $479.86 $19.4K - $43.7K
14.3K $5.78M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
15.9K
+ 113.76%
$121.89 - $135.52 $1.94M - $2.15M
29.9K $3.73M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
23.2K
+ 97.0%
$78.43 - $87.17 $1.82M - $2.02M
47.1K $3.78M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
45.8K
+ 279.79%
$41.17 - $43.34 $1.89M - $1.99M
62.2K $2.57M
NVDA
Nvidia Corp

Technology
4.02K
+ 4.69%
$117.0 - $148.88 $471K - $599K
89.9K $12.1M
DFIC
Dimensional ETF Tr Dimensional

ETFs
59.5K
+ 384.15%
$25.61 - $28.0 $1.52M - $1.67M
75K $1.94M
VXF
Vanguard Extended Market ETF

ETFs
5.83K
+ 24.2%
$179.17 - $207.15 $1.04M - $1.21M
29.9K $5.68M
DFSD
Dimensional ETF Tr Short Durat

ETFs
26.6K
+ 380.2%
$46.75 - $47.8 $1.24M - $1.27M
33.6K $1.58M
CGGO
Capital Group Global Growth Eq

ETFs
44.2K
+ 27.95%
$29.21 - $30.67 $1.29M - $1.36M
202K $5.91M
MET
Metlife Inc

Financial Services
19.3K
+ 2.49%
$78.15 - $88.25 $1.5M - $1.7M
793K $64.9M
VTV
Vanguard Value ETF

ETFs
17.9K
+ 4.92%
$168.32 - $181.87 $3.01M - $3.25M
381K $64.6M
XLE
Energy Sector Spdr

ETFs
23.3K
+ 5.51%
$83.32 - $97.27 $1.94M - $2.27M
446K $38.2M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
11.3K
+ 21.0%
$84.34 - $95.14 $950K - $1.07M
64.9K $5.66M
USFR
Wisdomtree Floating Rate Treas

ETFs
18.8K
+ 136.36%
$50.23 - $50.46 $945K - $949K
32.6K $1.64M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
27.1K
+ 33.32%
$36.54 - $37.53 $991K - $1.02M
109K $3.99M
JPM
Jpmorgan Chase & CO

Financial Services
454
+ 2.09%
$205.18 - $250.29 $93.2K - $114K
22.2K $5.33M
VTI
Vanguard Total Stock Market Et

ETFs
1.42K
+ 3.85%
$280.04 - $302.45 $398K - $430K
38.3K $11.1M
MUB
Ishares National Muni Bond ETF

ETFs
6.18K
+ 68.07%
$105.78 - $108.7 $653K - $671K
15.2K $1.62M
DAL
Delta Air Lines, Inc.

Industrials
2.43K
+ 4.87%
$47.46 - $65.77 $115K - $160K
52.4K $3.17M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.89K
+ 2.58%
$94.43 - $105.47 $178K - $199K
75.1K $7.62M
JBL
Jabil Inc

Technology
587
+ 3.47%
$118.97 - $147.77 $69.8K - $86.7K
17.5K $2.52M
BA
Boeing CO

Industrials
2.37K
+ 86.71%
$138.14 - $180.72 $327K - $428K
5.1K $902K
SPY
Spdr S&P 500 ETF Trust

ETFs
191
+ 0.66%
$567.81 - $607.81 $108K - $116K
29.2K $17.1M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
5.74K
+ 14.98%
$86.65 - $94.9 $498K - $545K
44.1K $3.83M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
4.52K
+ 32.51%
$101.22 - $107.72 $458K - $487K
18.4K $1.89M
VCIT
Vanguard Intermediate Term Cor

ETFs
6.89K
+ 20.07%
$80.13 - $83.77 $552K - $578K
41.2K $3.31M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
8.66K
+ 78.83%
$48.33 - $49.08 $418K - $425K
19.6K $950K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.31K
+ 79.54%
$176.42 - $186.91 $408K - $432K
5.22K $929K
IJK
Ishares S&P Midcap 400 Growth

ETFs
4.8K
+ 13.56%
$90.66 - $99.46 $435K - $478K
40.2K $3.66M
BX
Blackstone Inc.

Financial Services
1.88K
+ 47.91%
$148.45 - $199.05 $279K - $374K
5.8K $999K
TMUS
T Mobile Us, Inc.

Communication Services
986
+ 8.56%
$206.1 - $246.94 $203K - $243K
12.5K $2.76M
VIG
Vanguard Dividend Appreciation

ETFs
2.07K
+ 3.85%
N/A
55.8K $10.2M
CGXU
Capital Group Intl Focus Equit

ETFs
21K
+ 28.6%
$24.67 - $26.94 $519K - $567K
94.6K $2.33M
SCHP
Schwab Strategic Us Tips ETF

ETFs
28K
+ 202.07%
$25.74 - $53.78 $720K - $1.5M
41.8K $1.08M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.81K
+ 72.54%
$174.22 - $187.62 $316K - $340K
4.31K $755K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.69K
+ 7.9%
$73.49 - $86.09 $198K - $232K
36.8K $2.84M
Activity Summary
Buys All Purchases 344 New Holdings 51 Increased Positions 293 Sells All Sells 165 Reductions 165 Sold out 0 Options Calls 0 Puts 0
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