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
CEG
Constellation Energy Corp

Utilities
507
+ 36.85%
$224.28 - $285.52 $114K - $145K
1.88K $423K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
112
+ 0.84%
$58.39 - $67.04 $6.54K - $7.51K
13.4K $849K
KKR
Kkr & Co. Inc.

Financial Services
10
+ 0.29%
$129.87 - $162.87 $1.3K - $1.63K
3.49K $516K
FNDA
Schwab Fundamental U S Small C

ETFs
13.8K
+ 118.48%
$29.26 - $59.11 $404K - $816K
25.5K $756K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
346
+ 26.05%
$159.11 - $178.39 $55.1K - $61.7K
1.67K $275K
MPC
Marathon Petroleum Corp

Energy
684
+ 47.37%
$131.65 - $174.84 $90K - $120K
2.13K $296K
SCHW
Schwab Charles Corp

Financial Services
5
+ 0.08%
$63.31 - $82.85 $317 - $414
6.6K $488K
EMLP
First Tr Exchange Traded Iv

ETFs
101
+ 0.36%
$33.69 - $38.24 $3.4K - $3.86K
28.3K $1.01M
VCR
Vanguard Consumer Discretionar

ETFs
71
+ 7.8%
$328.51 - $401.37 $23.3K - $28.5K
981 $368K
GE
General Electric CO

Industrials
893
+ 21.38%
$159.95 - $194.23 $143K - $173K
5.07K $845K
MGC
Vanguard Mega Cap ETF

ETFs
184
+ 9.5%
$204.21 - $220.18 $37.6K - $40.5K
2.12K $451K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
128
+ 1.01%
$81.6 - $90.89 $10.4K - $11.6K
12.8K $1.1M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
3.64K
+ 16.04%
$26.01 - $28.19 $94.7K - $103K
26.3K $689K
DOX
Amdocs LTD

Technology
1.21K
+ 5.18%
$82.94 - $92.86 $101K - $113K
24.6K $2.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.06%
$370.24 - $418.94 $370 - $419
1.81K $728K
LVHI
Franklin International Low Vol

ETFs
2.66K
+ 4.52%
$29.98 - $31.57 $79.7K - $84K
61.5K $1.88M
ITB
Ishares Tr

ETFs
1.32K
+ 34.81%
$103.31 - $129.34 $136K - $171K
5.12K $528K
ADP
Automatic Data Processing Inc

Industrials
75
+ 5.29%
$280.08 - $307.97 $21K - $23.1K
1.49K $436K
FXO
First Tr Exchange Traded Fd Fi

ETFs
374
+ 4.82%
$50.63 - $59.0 $18.9K - $22.1K
8.14K $440K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
35
+ 1.72%
$229.83 - $258.46 $8.04K - $9.05K
2.06K $510K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.75K
+ 3.21%
$17.93 - $18.8 $31.4K - $32.9K
56.4K $1.03M
OEF
Ishares S&P 100 ETF

ETFs
155
+ 1.03%
N/A
15.3K $4.06M
SPYG
Spdr Portfolio

ETFs
303
+ 10.24%
$81.74 - $91.38 $24.8K - $27.7K
3.26K $286K
XLK
Technology Sector Spdr

ETFs
116
+ 5.95%
$220.26 - $241.44 $25.6K - $28K
2.07K $480K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
271
+ 9.26%
$100.18 - $109.1 $27.1K - $29.6K
3.2K $335K
FSK
Fs Kkr Capital Corp

Financial Services
360
+ 2.5%
$19.71 - $22.22 $7.1K - $8K
14.8K $321K
CNP
Centerpoint Energy Inc

Utilities
461
+ 4.97%
$28.58 - $32.66 $13.2K - $15.1K
9.74K $309K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.34K
+ 4.56%
$56.06 - $61.35 $75.2K - $82.3K
30.7K $1.74M
VDE
Vanguard Energy ETF

ETFs
354
+ 5.42%
$116.67 - $136.78 $41.3K - $48.4K
6.89K $835K
FYX
First Tr Small Cap Core Alphad

ETFs
302
+ 14.77%
$96.51 - $110.53 $29.1K - $33.4K
2.35K $237K
RXI
Ishares Tr

ETFs
7
+ 0.15%
$169.7 - $193.12 $1.19K - $1.35K
4.79K $883K
RPG
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.01%
$38.88 - $44.07 $77.8 - $88.1
14.7K $604K
FXU
First Tr Exchange Traded Fd Ut

ETFs
894
+ 8.85%
$37.15 - $41.12 $33.2K - $36.8K
11K $416K
IAU
Ishares Gold Trust

ETFs
589
+ 5.52%
$48.37 - $52.65 $28.5K - $31K
11.3K $557K
RYAAY
Ryanair Holdings PLC

Industrials
797
+ 16.27%
$42.1 - $47.3 $33.6K - $37.7K
5.7K $248K
MCD
Mcdonalds Corp

Consumer Cyclical
240
+ 8.01%
$288.47 - $316.54 $69.2K - $76K
3.24K $938K
BR
Broadridge Financial Solutions, Inc.

Technology
62
+ 5.48%
$209.64 - $236.44 $13K - $14.7K
1.19K $269K
SBUX
Starbucks Corp

Consumer Cyclical
619
+ 12.55%
$87.44 - $102.5 $54.1K - $63.4K
5.55K $506K
ACN
Accenture PLC

Technology
74
+ 8.58%
$343.9 - $376.86 $25.4K - $27.9K
936 $329K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
7
+ 0.81%
$340.59 - $380.5 $2.38K - $2.66K
871 $318K
WST
West Pharmaceutical Services Inc

Healthcare
1
+ 0.14%
$285.69 - $344.0 $286 - $344
706 $231K
KR
Kroger CO

Consumer Defensive
46
+ 1.08%
$55.21 - $63.3 $2.54K - $2.91K
4.3K $262K
TFC
Truist Financial Corp

Financial Services
189
+ 1.15%
$41.51 - $48.1 $7.85K - $9.09K
16.6K $719K
FDX
Fedex Corp

Industrials
10
+ 0.51%
$260.5 - $305.15 $2.61K - $3.05K
1.97K $553K
HEFA
Ishares Currency Hedged Msci E

ETFs
753
+ 5.5%
$34.42 - $35.88 $25.9K - $27K
14.4K $501K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
646
+ 12.87%
$74.68 - $81.45 $48.2K - $52.6K
5.67K $423K
FV
First Trust Dorsey Wright Focu

ETFs
31
+ 0.17%
$57.47 - $62.82 $1.78K - $1.95K
17.9K $1.06M
COP
Conocophillips

Energy
402
+ 10.44%
$95.12 - $114.72 $38.2K - $46.1K
4.25K $421K
RWL
Invesco Exchange Traded Fd Tr

ETFs
162
+ 5.56%
$97.11 - $104.1 $15.7K - $16.9K
3.08K $301K
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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