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
PPL
Ppl Corp

Utilities
138
+ 1.01%
$31.47 - $35.0 $4.34K - $4.83K
13.8K $447K
SHEL
Shell PLC

Energy
129
+ 3.34%
$60.63 - $70.23 $7.82K - $9.06K
3.99K $250K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
8
+ 0.2%
$51.58 - $52.91 $413 - $423
4K $207K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
5
+ 0.07%
$40.38 - $44.35 $202 - $222
7.19K $294K
ORCL
Oracle Corp

Technology
83
+ 1.58%
$165.41 - $192.43 $13.7K - $16K
5.33K $888K
RTX
Raytheon Technologies Corp

Industrials
301
+ 4.07%
$114.45 - $127.21 $34.4K - $38.3K
7.69K $889K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
226
+ 5.47%
$54.29 - $59.49 $12.3K - $13.4K
4.36K $239K
ABT
Abbott Laboratories

Healthcare
1
+ 0.01%
$111.93 - $119.39 $112 - $119
7.07K $800K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
9
+ 0.55%
$164.89 - $177.66 $1.48K - $1.6K
1.66K $273K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
135
+ 1.33%
$69.58 - $74.87 $9.39K - $10.1K
10.3K $721K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
185
+ 1.38%
$442.29 - $483.08 $81.8K - $89.4K
13.6K $6.16M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
12
+ 0.31%
$238.25 - $261.28 $2.86K - $3.14K
3.94K $954K
IWD
Ishares Russell 1000 Val ETF

ETFs
11
+ 0.39%
$183.23 - $199.79 $2.02K - $2.2K
2.86K $530K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
40.5K
+ 197.54%
$27.54 - $83.04 $1.11M - $3.36M
60.9K $1.69M
SOXX
Ishares Semiconductor ETF

ETFs
13
+ 1.15%
$211.27 - $239.8 $2.75K - $3.12K
1.14K $245K
IR
Ingersoll Rand Inc.

Industrials
72
+ 2.64%
$90.46 - $105.35 $6.51K - $7.59K
2.8K $252K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
802
+ 4.05%
$38.96 - $43.28 $31.2K - $34.7K
20.6K $811K
IGF
Ishares Global Infrastructure

ETFs
194
+ 1.62%
$51.2 - $55.7 $9.93K - $10.8K
12.1K $634K
FTA
First Tr Large Cap Value

ETFs
10
+ 0.16%
$75.21 - $83.49 $752 - $835
6.19K $472K
NSC
Norfolk Southern Corp

Industrials
25
+ 1.43%
$230.6 - $277.0 $5.77K - $6.93K
1.77K $415K
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
28
+ 0.81%
$60.55 - $65.95 $1.7K - $1.85K
3.49K $211K
ITA
Ishares Tr

ETFs
6
+ 0.14%
$144.31 - $157.31 $866 - $944
4.4K $639K
EFA
Ishares Tr Msci Eafe ETF

ETFs
34
+ 1.23%
$75.1 - $82.99 $2.55K - $2.82K
2.8K $211K
PSX
Phillips 66

Energy
116
+ 6.13%
$110.35 - $138.93 $12.8K - $16.1K
2.01K $228K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
188K
+ 108.82%
$22.63 - $47.53 $4.26M - $8.95M
362K $8.21M
HSY
Hershey CO

Consumer Defensive
140
+ 7.27%
$168.67 - $193.65 $23.6K - $27.1K
2.07K $349K
TFSL
Tfs Financial Corp

Financial Services
71
+ 0.1%
$12.52 - $14.53 $889 - $1.03K
72.6K $911K
FEP
First Trust Europe Alphadex Fu

ETFs
54
+ 0.75%
$35.46 - $38.46 $1.91K - $2.08K
7.23K $258K
TSCO
Tractor Supply CO

Consumer Cyclical
3.72K
+ 403.25%
$52.59 - $303.74 $196K - $1.13M
4.64K $246K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
268
+ 2.74%
$108.6 - $115.42 $29.1K - $30.9K
10.1K $1.1M
REET
Ishares Global Reit ETF

ETFs
35
+ 0.41%
$23.43 - $26.54 $820 - $929
8.55K $204K
BP
Bp PLC

Energy
109
+ 0.72%
$28.16 - $33.14 $3.07K - $3.61K
15.2K $450K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
142
+ 3.12%
$75.65 - $83.47 $10.7K - $11.9K
4.69K $357K
VALE
Vale S.A.

Basic Materials
623
+ 5.51%
$8.74 - $11.78 $5.45K - $7.34K
11.9K $105K
UNH
Unitedhealth Group Inc

Healthcare
450
+ 13.91%
$485.52 - $625.25 $218K - $281K
3.69K $1.86M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
16
+ 0.16%
$33.39 - $37.66 $534 - $603
9.78K $326K
PML
Pimco Municipal Income Fund Ii

Financial Services
87
+ 0.36%
$8.02 - $9.52 $698 - $828
24.5K $198K
VICI
Vici Properties Inc.

Real Estate
624
+ 5.25%
$28.27 - $33.19 $17.6K - $20.7K
12.5K $365K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
84
+ 0.7%
$48.17 - $53.38 $4.05K - $4.48K
12.1K $589K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
161
+ 0.45%
$12.12 - $13.1 $1.95K - $2.11K
35.7K $434K
SCHV
Schwab Strategic Tr Us Large C

ETFs
21.2K
+ 196.5%
$25.79 - $80.4 $547K - $1.7M
32K $834K
IGRO
Ishares Tr International Divid

ETFs
18
+ 0.31%
$67.76 - $74.48 $1.22K - $1.34K
5.91K $401K
HD
Home Depot, Inc.

Consumer Cyclical
23
+ 0.76%
$385.02 - $431.37 $8.86K - $9.92K
3.04K $1.18M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
100
+ 1.48%
$60.13 - $67.31 $6.01K - $6.73K
6.84K $415K
EMGF
Ishares Msci Emerging Markets

ETFs
2.3K
+ 7.22%
$45.23 - $51.49 $104K - $118K
34.1K $1.54M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
636
+ 2.29%
$43.84 - $48.76 $27.9K - $31K
28.4K $1.25M
ZTS
Zoetis Inc.

Healthcare
32
+ 2.14%
$162.24 - $194.42 $5.19K - $6.22K
1.53K $248K
HDV
Ishares Core High Dividend ETF

ETFs
26
+ 0.3%
$110.82 - $121.28 $2.88K - $3.15K
8.8K $987K
VEU
Vanguard Ftse All World Ex Us

ETFs
720
+ 4.71%
$57.29 - $63.1 $41.2K - $45.4K
16K $919K
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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