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
DINT
Davis Fundamental ETF Tr

ETFs
572
+ 2.15%
$21.84 - $25.69 $12.5K - $14.7K
27.1K $592K
FNDF
Schwab Fundamental Intl Large

ETFs
40
+ 0.36%
$32.92 - $37.15 $1.32K - $1.49K
11.2K $372K
LHX
L3 Harris Technologies, Inc.

Industrials
13
+ 0.57%
$208.94 - $264.22 $2.72K - $3.43K
2.27K $478K
MOTI
Vaneck Morningstar Internation

ETFs
876
+ 4.72%
$30.26 - $36.09 $26.5K - $31.6K
19.4K $588K
KO
Coca Cola CO

Consumer Defensive
9
+ 0.14%
$61.74 - $71.71 $556 - $645
6.47K $402K
IYH
Ishares Tr

ETFs
334
+ 2.66%
$57.53 - $65.24 $19.2K - $21.8K
12.9K $751K
IBB
Ishares Biotechnology ETF

ETFs
381
+ 4.28%
$131.21 - $148.85 $50K - $56.7K
9.28K $1.23M
AES
Aes Corp

Utilities
1.44K
+ 11.36%
$12.44 - $20.24 $17.9K - $29.1K
14.1K $181K
FIW
First Trust Water ETF

ETFs
7
+ 0.07%
$102.02 - $110.91 $714 - $776
10.3K $1.05M
KXI
Ishares Tr Global Consumer Sta

ETFs
219
+ 1.37%
$60.15 - $65.39 $13.2K - $14.3K
16.3K $979K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
29
+ 9.73%
$701.85 - $1046.91 $20.4K - $30.4K
327 $232K
ABBV
Abb Vie Inc.

Healthcare
156
+ 2.58%
$164.99 - $203.87 $25.7K - $31.8K
6.21K $1.1M
AZN
Astrazeneca PLC

Healthcare
213
+ 2.41%
$63.2 - $79.58 $13.5K - $17K
9.05K $592K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
340
+ 1.68%
$70.1 - $76.53 $23.8K - $26K
20.6K $1.46M
DVYE
Ishares Emerging Markets Divid

ETFs
617
+ 1.54%
$25.42 - $29.74 $15.7K - $18.3K
40.6K $1.05M
SCHO
Schwab Short Term Us Treasury

ETFs
29.7K
+ 90.3%
$24.06 - $48.88 $714K - $1.45M
62.6K $1.51M
IQLT
Ishares Msci Intl Quality Fact

ETFs
549
+ 1.89%
$37.12 - $41.23 $20.4K - $22.6K
29.6K $1.1M
LLY
Eli Lilly & CO

Healthcare
42
+ 3.29%
$727.2 - $932.06 $30.5K - $39.1K
1.32K $1.02M
VZ
Verizon Communications Inc

Communication Services
1.47K
+ 4.19%
$39.6 - $45.21 $58.3K - $66.5K
36.6K $1.46M
JXI
Ishares Tr Global Utils ETF

ETFs
415
+ 1.82%
$63.23 - $71.27 $26.2K - $29.6K
23.2K $1.49M
CARR
Carrier Global Corp

Industrials
144
+ 1.24%
$66.69 - $82.65 $9.6K - $11.9K
11.7K $800K
FTCS
First Trust Capital Strength E

ETFs
49
+ 0.11%
$87.62 - $94.03 $4.29K - $4.61K
46.5K $4.09M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
334
+ 0.55%
$89.9 - $100.66 $30K - $33.6K
60.7K $5.48M
VHT
Vanguard Health Care ETF

ETFs
42
+ 0.64%
$250.81 - $283.3 $10.5K - $11.9K
6.62K $1.68M
NVO
Novo Nordisk A S

Healthcare
111
+ 1.79%
$85.0 - $120.04 $9.44K - $13.3K
6.3K $541K
STZ
Constellation Brands, Inc.

Consumer Defensive
471
+ 5.69%
$219.66 - $257.62 $103K - $121K
8.75K $1.93M
AMGN
Amgen Inc

Healthcare
17
+ 0.46%
$258.78 - $328.31 $4.4K - $5.58K
3.7K $965K
SCHX
Schwab Strategic Tr Us Large C

ETFs
157K
+ 181.35%
$22.4 - $68.28 $3.51M - $10.7M
243K $5.64M
DFND
Siren Divcon Dividend Defender

ETFs
1.21K
+ 1.41%
$38.56 - $43.99 $46.8K - $53.4K
87.1K $3.45M
MOTG
Vaneck Morningstar Global Wide

ETFs
7.67K
+ 6.47%
$36.24 - $40.38 $278K - $310K
126K $4.58M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.61K
+ 5.03%
$59.25 - $72.99 $95.3K - $117K
33.6K $2.01M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
324K
+ 199.72%
$26.93 - $84.95 $8.73M - $27.6M
487K $13.3M
ELV
Elevance Health, Inc.

Healthcare
116
+ 1.87%
$365.96 - $514.62 $42.5K - $59.7K
6.33K $2.34M
VEA
Vanguard Ftse Developed Market

ETFs
4.34K
+ 1.89%
$47.57 - $52.44 $206K - $227K
234K $11.2M
MRK
Merck & Co., Inc.

Healthcare
11.8K
+ 6.32%
$96.31 - $114.76 $1.14M - $1.36M
199K $19.8M
PLD
Prologis, Inc.

Real Estate
10.5K
+ 5.72%
$101.4 - $126.96 $1.06M - $1.33M
194K $20.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.44K
+ 0.18%
$34.13 - $37.35 $49.2K - $53.9K
817K $27.9M
UBER
Uber Technologies, Inc

Technology
151K
+ 18.8%
$59.93 - $86.34 $9.07M - $13.1M
956K $57.7M
AMAT
Applied Materials Inc

Technology
3.56K
+ 3.98%
$161.44 - $213.89 $574K - $761K
92.9K $15.1M
FCX
Freeport Mcmoran Inc

Basic Materials
41.2K
+ 9.75%
$38.08 - $50.82 $1.57M - $2.09M
463K $17.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
7.99K
+ 7.81%
$501.29 - $612.85 $4M - $4.89M
110K $57.4M
NEE
Nextera Energy Inc

Utilities
56.8K
+ 7.17%
$69.77 - $85.43 $3.96M - $4.85M
850K $60.9M
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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