Signature Estate & Investment Advisors LLC Sells in Q4 2024

Signature Estate & Investment Advisors LLC

  • $3.94 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AME
Ametek Inc

Industrials
-285
- 14.24%
$165.89 - $197.38 $47.3K - $56.3K
1.72K $309K
VLO
Valero Energy Corp

Energy
-6
- 0.23%
$118.59 - $144.02 $712 - $864
2.64K $324K
GLD
Spdr Gold Trust

ETFs
-113
- 2.3%
$236.59 - $257.5 $26.7K - $29.1K
4.79K $1.16M
DVY
Ishares Tr

ETFs
-61
- 1.13%
$129.55 - $143.41 $7.9K - $8.75K
5.33K $699K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-991
- 2.93%
$65.31 - $74.15 $64.7K - $73.5K
32.9K $2.22M
XLP
Consumer Staples Sector Spdr

ETFs
-366
- 4.95%
N/A
7.03K $534K
DUK
Duke Energy Corp

Utilities
-33
- 1.03%
$105.76 - $120.76 $3.49K - $3.99K
3.16K $340K
PPG
Ppg Industries Inc

Basic Materials
-13
- 0.72%
$119.09 - $131.37 $1.55K - $1.71K
1.8K $215K
TT
Trane Technologies PLC

Industrials
-3
- 0.26%
$369.35 - $419.14 $1.11K - $1.26K
1.14K $419K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-2.05K
- 3.12%
$28.48 - $29.56 $58.3K - $60.5K
63.6K $1.86M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-270
- 5.53%
$43.44 - $45.05 $11.7K - $12.2K
4.61K $200K
ITW
Illinois Tool Works Inc

Industrials
-16
- 0.93%
$253.56 - $278.5 $4.06K - $4.46K
1.7K $431K
OKE
Oneok Inc

Energy
-468
- 15.07%
$92.28 - $117.05 $43.2K - $54.8K
2.64K $264K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
-1.73K
- 10.96%
$5.74 - $6.31 $9.92K - $10.9K
14K $81K
ESSA
Essa Bancorp, Inc.

Financial Services
-1.07K
- 6.26%
$18.15 - $20.98 $19.4K - $22.4K
16K $312K
CME
Cme Group Inc.

Financial Services
-155
- 8.4%
$221.17 - $246.02 $34.3K - $38.1K
1.69K $392K
DGRO
Ishares Core Dividend Growth E

ETFs
-50
- 0.59%
$60.73 - $64.94 $3.04K - $3.25K
8.46K $518K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-28
- 5.41%
$424.05 - $524.22 $11.9K - $14.7K
490 $227K
APLE
Apple Hospitality Reit, Inc.

Real Estate
-1.03K
- 6.01%
$14.68 - $16.32 $15.2K - $16.9K
16.2K $248K
ETN
Eaton Corp PLC

Industrials
-30
- 0.33%
$326.96 - $377.52 $9.81K - $11.3K
9.01K $2.99M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.49K
- 17.21%
$45.39 - $62.98 $67.4K - $93.6K
7.15K $405K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-470
- 0.59%
$20.98 - $21.19 $9.86K - $9.96K
78.9K $1.66M
PH
Parker Hannifin Corp

Industrials
-16
- 1.1%
$621.74 - $709.46 $9.95K - $11.4K
1.44K $917K
LRGF
Ishares Tr

ETFs
-3.15K
- 2.66%
$58.25 - $63.26 $183K - $199K
115K $6.97M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-10
- 0.2%
$44.2 - $49.46 $442 - $495
4.89K $223K
PKI
Perkinelmer Inc

Healthcare
-6
- 0.16%
N/A
3.86K $467K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-12
- 0.19%
N/A
6.44K $416K
First Tr Exchng Traded Fd Vi
-285
- 3.34%
N/A
8.25K $0
Amplify ETF Tr
-5.75K
- 12.08%
N/A
41.8K $0
ILCG
Ishares Morningstar Growth ETF
-14
- 0.19%
N/A
7.22K $0
JGRO
J P Morgan Exchange Traded Fd
-2.27K
- 9.08%
N/A
22.7K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-13
- 0.29%
N/A
4.45K $0
HEIA
Heico Crp Cl A
-1
- 0.08%
N/A
1.27K $0
CSCO
Cisco Systems, Inc.

Technology
-763
- 9.61%
$52.45 - $60.02 $40K - $45.8K
7.17K $424K
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-18
- 0.31%
$36.71 - $37.55 $661 - $676
5.86K $218K
PAYX
Paychex Inc

Industrials
-63
- 2.87%
$135.86 - $148.73 $8.56K - $9.37K
2.13K $298K
DE
Deere & CO

Industrials
-7
- 0.56%
$389.45 - $466.0 $2.73K - $3.26K
1.24K $523K
T
At&T Inc.

Communication Services
-602
- 1.88%
$21.22 - $23.88 $12.8K - $14.4K
31.4K $715K
FDIS
Fidelity Covington Tr Msci Con

ETFs
-81
- 3.54%
$85.33 - $104.24 $6.91K - $8.44K
2.21K $215K
IVT
Inven Trust Properties Corp.

Real Estate
-327
- 2.38%
$28.52 - $31.3 $9.33K - $10.2K
13.4K $403K
VFH
Vanguard Financial ETF

ETFs
-103
- 3.27%
$108.87 - $126.2 $11.2K - $13K
3.05K $360K
SAP
Sap Se

Technology
-92
- 3.01%
$218.13 - $255.54 $20.1K - $23.5K
2.97K $730K
FPX
First Trust Us Equity Opportun

ETFs
-678
- 5.5%
$109.38 - $131.9 $74.2K - $89.4K
11.7K $1.39M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-40
- 0.69%
$178.39 - $215.0 $7.14K - $8.6K
5.73K $1.1M
DIS
Walt Disney CO

Communication Services
-821
- 9.15%
$92.39 - $117.6 $75.9K - $96.5K
8.15K $907K
VBK
Vanguard Small Cap Growth ETF

ETFs
-10
- 0.24%
$264.18 - $304.19 $2.64K - $3.04K
4.21K $1.18M
KMI
Kinder Morgan, Inc.

Energy
-153
- 1.38%
$22.59 - $28.54 $3.46K - $4.37K
10.9K $298K
HBAN
Huntington Bancshares Inc

Financial Services
-854
- 1.89%
$14.18 - $18.2 $12.1K - $15.5K
44.3K $721K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-149
- 7.86%
$173.13 - $258.09 $25.8K - $38.5K
1.75K $403K
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
Track This Portfolio

Track Signature Estate & Investment Advisors LLC Portfolio

Follow Signature Estate & Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Signature Estate & Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Signature Estate & Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email