Signature Estate & Investment Advisors LLC Portfolio Holdings
Signature Estate & Investment Advisors LLC
- $3.94 Billion
- Q4 2024
Signature Estate & Investment Advisors LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.94 Billion distributed in 873 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $490M, Vanguard Growth ETF with a value of $353M, Ssga Active ETF Tr Spdr Doblel with a value of $256M, Schwab Fundamental U S Large C with a value of $246M, and Ishares Expanded Tech Sector E with a value of $189M.
Examining the 13F form we can see an decrease of $382M in the current position value, from $4.32B to 3.94B.
Below you can find more details about Signature Estate & Investment Advisors LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 873
- Current Value $3.94 Billion
- Prior Value $4.32 Billion
- Filing
- Period Q4 2024
- Filing Date February 11, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 51 stocks
- Additional Purchases 293 stocks
- Sold out of 0 stocks
- Reduced holdings in 165 stocks