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CIK: 0001079935
Total reported value
$5.6B
$5.6B
537 檔
27.6%
In Q4 2024, Signature Estate & Investment Advisors LLC's U.S. equity holdings reached a combined market value of $5.6B, distributed across 537 disclosed stock positions.
In Q4 2024, Signature Estate & Investment Advisors LLC displayed an active expansion posture, initiating 6 new positions and adding to 26 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 537 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 12.27% | -0.38% | +0.48% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 8.83% | -0.14% | -4.28% | |
| 3 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 6.40% | -0.30% | -13.42% | |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 6.16% | -0.57% | +225.01% | |
| 5 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 4.74% | +1.73% | +0.02% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.51% | +0.10% | +0.92% | |
| 7 | CGGR | Cap Group Growth Equity | ETF-Other | 2.50% | -0.14% | -9.12% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.22% | +0.50% | +2.43% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.94% | -0.07% | +1.93% | |
| 10 | XLF | Ss Financial Select Sector | ETF-Other | 1.90% | — | +2.24% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 1.77% | -0.67% | +2.76% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.74% | -0.11% | -0.67% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.73% | -0.41% | -10.19% | |
| 14 | CRM | Salesforce Inc | Stock-Tech | 1.72% | — | -7.00% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.70% | -0.19% | +2.41% | |
| 16 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.65% | -0.01% | +2.73% | |
| 17 | MET | Metlife Inc | Stock-Financials | 1.63% | — | +2.49% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.62% | +0.07% | +1.02% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.62% | -0.25% | +4.92% | |
| 20 | NEE | Nextera Energy Inc | Stock-Utilities | 1.53% | -0.01% | +7.17% | |
| 21 | MCK | Mckesson CORP | Stock-Healthcare | 1.47% | -1.75% | +0.67% | |
| 22 | UBER | Uber Technologies Inc | Stock-Industrials | 1.44% | -0.04% | +18.80% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.44% | -0.02% | +1.83% | |
| 24 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.44% | -0.01% | +7.81% | |
| 25 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.16% | — | — | |
| 26 | XLE | Ss Energy Select Sector | ETF-Other | 0.96% | -0.01% | +5.51% | |
| 27 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.70% | -0.07% | -4.96% | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.70% | -0.01% | +0.18% | |
| 29 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.68% | -0.82% | -31.42% | |
| 30 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.68% | -0.23% | -23.55% | |
| 31 | BLK | Blackrock Inc | Stock-Financials | 0.67% | -0.05% | — | |
| 32 | PLD | Prologis Inc | Stock-Real Estate | 0.51% | — | +5.72% | |
| 33 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.51% | +0.09% | +1.87% | |
| 34 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.50% | -0.01% | -9.97% | |
| 35 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.50% | — | — | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.50% | — | +6.32% | |
| 37 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.44% | — | +9.75% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | -0.08% | +0.66% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | +0.06% | -6.21% | |
| 40 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.40% | -0.14% | -23.67% | |
| 41 | AMAT | Applied Materials Inc | Stock-Tech | 0.38% | +0.34% | +3.98% | |
| 42 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.36% | -0.03% | -5.82% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.35% | -0.01% | -0.16% | |
| 44 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.35% | -0.01% | -8.88% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.33% | -0.04% | +199.72% | |
| 46 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.32% | -0.01% | -96.21% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | -0.02% | +4.69% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.28% | — | +1.89% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.28% | -0.02% | +3.85% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.27% | -0.06% | +3.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | +1.3% | +0.48% | Add |
| 2 | XLY | Ss Consumer Disc Select Sect | +1.2% | NEW | New buy |
| 3 | VUG | Vanguard Growth ETF | +0.9% | -4.28% | Trim |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.9% | +225.01% | Add |
| 5 | AVGO | Broadcom Inc | +0.7% | +2.43% | Add |
| 6 | BLK | Blackrock Inc | +0.7% | NEW | New buy |
| 7 | IGM | Ishares Expanded Tech Sector | +0.6% | +0.02% | Add |
| 8 | EFG | Ishares Msci Eafe Growth ETF | +0.5% | NEW | New buy |
| 9 | AMZN | Amazon.com Inc | +0.5% | +1.93% | Add |
| 10 | AAPL | Apple Inc | +0.4% | +0.92% | Add |
| 11 | CRM | Salesforce Inc | +0.3% | -7.00% | Trim |
| 12 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.02% | Add |
| 13 | MCK | Mckesson CORP | +0.3% | +0.67% | Add |
| 14 | XLF | Ss Financial Select Sector | +0.3% | +2.24% | Add |
| 15 | MA | Mastercard Inc - A | +0.3% | +2.76% | Add |
| 16 | ORLY | O'reilly Automotive Inc | +0.2% | +2.73% | Add |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +1.87% | Add |
| 18 | CGGR | Cap Group Growth Equity | +0.1% | -9.12% | Trim |
| 19 | CGCB | Cap Group Core Bond | +0.1% | NEW | New buy |
| 20 | SOTK | Sono-tek CORP | +0.1% | NEW | New buy |
| 21 | JMUB | Jpmorgan Municipal ETF | +0.1% | +30.02% | Add |
| 22 | DON | Wisdomtree US Midcap Dividen | +0.1% | +73.89% | Add |
| 23 | NVDA | Nvidia CORP | +0.1% | +4.69% | Add |
| 24 | TSLA | Tesla Inc | +0.1% | +0.64% | Add |
| 25 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.1% | +113.76% | Add |
| 26 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.1% | +97.00% | Add |
| 27 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | NEW | New buy |
| 28 | UBER | Uber Technologies Inc | 0% | +18.80% | Add |
| 29 | DFCF | Dimensional Core Fixed Inc | 0% | +279.79% | Add |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +0.18% | Add |
| 31 | NEE | Nextera Energy Inc | 0% | +7.17% | Add |
| 32 | TMO | Thermo Fisher Scientific Inc | 0% | +7.81% | Add |
| 33 | PLD | Prologis Inc | 0% | +5.72% | Add |
| 34 | DEM | Wisdomtree Emerging Markets | 0% | -5.82% | Trim |
| 35 | CWI | State Street Spdr Msci Acwi | 0% | -8.88% | Trim |
| 36 | VWO | Vanguard Ftse Emerging Marke | 0% | -10.69% | Trim |
| 37 | AVDE | Avantis International Equity | 0% | -26.08% | Trim |
| 38 | AMAT | Applied Materials Inc | 0% | +3.98% | Add |
| 39 | CDW | Cdw Corp/de | 0% | EXIT | Sold out |
| 40 | PG | Procter & Gamble Co/the | 0% | -53.10% | Trim |
| 41 | SPEM | State Street Sp Ptf Em ETF | -0.1% | -9.97% | Trim |
| 42 | FCX | Freeport-mcmoran Inc | -0.1% | +9.75% | Add |
| 43 | VYMI | Vanguard Int High Dvd Yld In | -0.1% | -23.67% | Trim |
| 44 | IDEV | Ishares Core Msci Dev Mkts | -0.2% | -23.55% | Trim |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.3% | -31.42% | Trim |
| 46 | BLKCHF | Blackrock Inc | -0.5% | EXIT | Sold out |
| 47 | TOTL | Ss Doubleline Tr Tact ETF | -0.8% | -13.42% | Trim |
| 48 | XLV | Ss Health Care Select Sector | -1% | -87.98% | Trim |
| 49 | TLH | Ishares 10-20 Year Treasury | -1.8% | -94.35% | Trim |
| 50 | FIXD | First Trust Smith Opportunis | -7.8% | -96.21% | Trim |
According to official SEC Form 13F filings, Signature Estate & Investment Advisors LLC reported a total U.S. public equity portfolio value of $5.6B across 537 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GSLC, VUG, TOTL) accounted for 27.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
XLY
市值: $46.2M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $23.0M
During Q4 2024, Signature Estate & Investment Advisors LLC's top holdings by market value included GSLC (12.3%)、VUG (8.8%)、TOTL (6.4%). The largest single position, GSLC, represented 12.3% of total portfolio value.
In Q4 2024, Signature Estate & Investment Advisors LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 26 positions, trimming 16 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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