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
VOE
Vanguard Mid Cap Value Index F

ETFs
2.2K
+ 18.93%
$160.89 - $176.18 $353K - $387K
13.8K $2.23M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
325
+ 3.81%
$521.84 - $558.82 $170K - $182K
8.86K $4.78M
IVE
Ishares S&P 500 Value ETF

ETFs
1.44K
+ 54.39%
$189.5 - $206.17 $273K - $297K
4.09K $781K
WFC
Wells Fargo & Company

Financial Services
2.18K
+ 33.42%
$54.98 - $77.35 $120K - $168K
8.69K $610K
CGDV
Capital Group Divid Value ETF

ETFs
13.4K
+ 6.86%
$35.16 - $37.12 $472K - $498K
209K $7.36M
V
Visa Inc.

Financial Services
191
+ 4.43%
$273.87 - $320.91 $52.3K - $61.3K
4.51K $1.42M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
889
+ 7.98%
$201.32 - $217.44 $179K - $193K
12K $2.49M
IXN
Ishares Global Information Tec

ETFs
711
+ 0.96%
$80.67 - $87.84 $57.4K - $62.5K
74.9K $6.35M
MSFT
Microsoft Corp

Technology
3.79K
+ 2.41%
$406.35 - $454.46 $1.54M - $1.72M
161K $67.9M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
6.54K
+ 7.56%
$33.7 - $37.69 $220K - $246K
93K $3.19M
VB
Vanguard Small Cap ETF

ETFs
551
+ 2.15%
$233.76 - $261.58 $129K - $144K
26.2K $6.29M
FTLS
First Tr Long/Short Equity ETF

ETFs
2.24K
+ 9.48%
$63.1 - $67.29 $141K - $151K
25.8K $1.7M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
30K
+ 271.39%
$22.01 - $66.82 $661K - $2.01M
41.1K $932K
SCHG
Schwab Strategic Tr Us Large C

ETFs
31.9K
+ 349.92%
$25.93 - $105.3 $826K - $3.36M
41K $1.14M
BNDX
Vanguard Total International B

ETFs
5.38K
+ 9.21%
$48.91 - $50.61 $263K - $272K
63.8K $3.13M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.35K
+ 19.74%
$119.61 - $136.3 $161K - $184K
8.19K $1.01M
SLV
I Shares Silver Trust

ETFs
7.95K
+ 74.35%
$26.33 - $31.74 $209K - $252K
18.6K $490K
BMY
Bristol Myers Squibb CO

Healthcare
2.78K
+ 46.65%
$51.92 - $59.94 $144K - $166K
8.72K $493K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
5.74K
+ 32.76%
$29.73 - $30.81 $171K - $177K
23.3K $708K
IOO
Ishares Tr Global 100 ETF

ETFs
1K
+ 2.11%
$97.46 - $103.45 $97.5K - $103K
48.4K $4.88M
MS
Morgan Stanley

Financial Services
114
+ 1.58%
$104.42 - $134.99 $11.9K - $15.4K
7.31K $919K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
381
+ 25.97%
$417.69 - $450.94 $159K - $172K
1.85K $786K
TTE
Total Energies Se

Energy
2.37K
+ 37.77%
N/A
8.65K $593K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
4.46K
+ 15.41%
$50.14 - $52.56 $223K - $234K
33.4K $1.68M
VO
Vanguard Mid Cap ETF

ETFs
579
+ 4.15%
$261.5 - $284.63 $151K - $165K
14.5K $3.84M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
97
+ 0.75%
$198.04 - $221.51 $19.2K - $21.5K
13K $2.74M
SCHA
Schwab Strategic Tr Us Small C

ETFs
60.9K
+ 109.02%
$25.33 - $51.16 $1.54M - $3.12M
117K $3.02M
NFLX
Netflix Inc

Communication Services
43
+ 8.29%
$687.65 - $936.56 $29.6K - $40.3K
562 $500K
VBR
Vanguard Small Cap Value ETF

ETFs
873
+ 5.14%
$197.36 - $217.3 $172K - $190K
17.9K $3.54M
XAR
Spdr S&P Aerospace & Defense E

ETFs
249
+ 2.45%
$153.8 - $176.52 $38.3K - $44K
10.4K $1.72M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
99.4K
+ 99.71%
$27.45 - $55.56 $2.73M - $5.52M
199K $5.64M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3.3K
+ 17.39%
$33.92 - $36.6 $112K - $121K
22.3K $771K
CGUS
Capital Group Core Equity ETF
2.06K
+ 3.03%
$33.96 - $36.24 $70K - $74.7K
70.2K $2.46M
COST
Costco Wholesale Corp

Consumer Defensive
40
+ 1.86%
$873.59 - $994.69 $34.9K - $39.8K
2.19K $2.01M
CVX
Chevron Corp

Energy
7.14K
+ 1.83%
$141.15 - $162.53 $1.01M - $1.16M
397K $57.4M
FDL
First Tr Morningstar Dividend

ETFs
2.75K
+ 37.11%
$39.59 - $43.95 $109K - $121K
10.2K $409K
IEMG
Ishares Inc

ETFs
1.75K
+ 2.62%
N/A
68.4K $3.67M
VFMV
Vanguard Wellington Fd

ETFs
748
+ 38.32%
$120.0 - $127.93 $89.8K - $95.7K
2.7K $325K
VOT
Vanguard Mid Cap Growth Index

ETFs
20
+ 0.25%
$241.48 - $274.89 $4.83K - $5.5K
8.03K $2.04M
RE
Everest Re Group LTD

Financial Services
231
+ 4.71%
N/A
5.14K $1.9M
VONG
Vanguard Russell 1000 Growth E

ETFs
13
+ 0.11%
$95.27 - $107.82 $1.24K - $1.4K
12.2K $1.26M
TDG
Trans Digm Group Inc

Industrials
132
+ 24.72%
$1239.0 - $1442.53 $164K - $190K
666 $844K
BAC
Bank Of America Corp

Financial Services
694
+ 6.44%
$39.22 - $47.77 $27.2K - $33.2K
11.5K $504K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.86K
+ 6.25%
$57.53 - $60.83 $165K - $174K
48.6K $2.8M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.23K
+ 6.25%
$98.47 - $109.35 $220K - $244K
37.9K $3.73M
IWB
Ishares Tr Russell 1000 ETF

ETFs
187
+ 12.76%
$311.11 - $335.64 $58.2K - $62.8K
1.65K $532K
IJS
Ishares S&P Smallcap 600 Value

ETFs
634
+ 14.81%
$104.59 - $118.05 $66.3K - $74.8K
4.92K $533K
MGK
Vanguard Mega Cap Growth ETF

ETFs
121
+ 9.35%
$316.94 - $357.88 $38.3K - $43.3K
1.42K $485K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
17.4K
+ 5.46%
$24.94 - $26.14 $435K - $456K
337K $8.42M
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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