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CIK: 0001079935
Total reported value
$5.6B
$5.6B
548 檔
25.7%
The Q1 2025 SEC filing reveals that Signature Estate & Investment Advisors LLC held a total portfolio value of $5.6B, covering 548 public equity positions.
In Q1 2025, Signature Estate & Investment Advisors LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 548 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 12.54% | -0.38% | +1.81% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 8.66% | -0.14% | +3.25% | |
| 3 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 7.20% | -0.30% | +4.70% | |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 4.61% | -0.57% | -28.61% | |
| 5 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 4.53% | +1.73% | +2.29% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.64% | +0.10% | +12.82% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.44% | -0.19% | +53.08% | |
| 8 | CGGR | Cap Group Growth Equity | ETF-Other | 2.34% | -0.14% | -3.44% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.30% | -0.07% | +30.07% | |
| 10 | XLF | Ss Financial Select Sector | ETF-Other | 2.15% | — | +4.48% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 2.04% | -0.67% | +5.24% | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 1.82% | — | +25.58% | |
| 13 | UBER | Uber Technologies Inc | Stock-Industrials | 1.71% | -0.04% | -6.74% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.70% | +0.07% | +21.92% | |
| 15 | ADBE | Adobe Inc | Stock-Tech | 1.64% | -0.01% | +11571.68% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.59% | -0.11% | -11.72% | |
| 17 | MET | Metlife Inc | Stock-Financials | 1.44% | — | -13.82% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-Other | 1.40% | -1.10% | +869.81% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.38% | -0.25% | -20.50% | |
| 20 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.14% | -0.01% | -45.75% | |
| 21 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.11% | -0.01% | -22.96% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.08% | +0.50% | -36.07% | |
| 23 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.98% | -0.01% | +25.16% | |
| 24 | MCK | Mckesson CORP | Stock-Healthcare | 0.97% | -1.75% | -46.99% | |
| 25 | NEE | Nextera Energy Inc | Stock-Utilities | 0.97% | -0.01% | -38.90% | |
| 26 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.96% | -0.23% | +26.54% | |
| 27 | XLE | Ss Energy Select Sector | ETF-Other | 0.95% | -0.01% | -13.10% | |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.81% | -0.82% | +9.18% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.79% | -0.41% | -55.37% | |
| 30 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.66% | -0.07% | -2.09% | |
| 31 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.64% | -0.01% | +16.99% | |
| 32 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.53% | -0.14% | +16.12% | |
| 33 | BLK | Blackrock Inc | Stock-Financials | 0.50% | -0.05% | -22.19% | |
| 34 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.44% | -0.01% | +14.68% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | -0.08% | +1.65% | |
| 36 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.42% | -0.03% | +8.10% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | +0.17% | +1302.27% | |
| 38 | KKR | Kkr & Co Inc | Stock-Financials | 0.40% | — | +3663.67% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | +0.06% | -1.27% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.37% | -0.04% | +3.33% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.36% | -0.02% | -79.30% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.35% | -0.01% | +2.65% | |
| 43 | WYNN | Wynn Resorts LTD | Stock-Consumer Disc | 0.33% | — | +756.79% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.33% | -0.06% | +14.61% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.31% | — | -0.03% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.29% | -0.01% | +12.00% | |
| 47 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.28% | — | +5.74% | |
| 48 | AMAT | Applied Materials Inc | Stock-Tech | 0.28% | +0.34% | -21.58% | |
| 49 | ANET | Arista Networks Inc | Stock-Tech | 0.28% | +0.43% | +853.40% | |
| 50 | DOX | Amdocs Limited | Stock-Tech | 0.27% | — | EXIT |
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 548 disclosed positions in Q1 2025.
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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 25.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
GSLC
市值: $476.5M
During Q1 2025, Signature Estate & Investment Advisors LLC's top holdings by market value included GSLC (12.5%)、VUG (8.7%)、TOTL (7.2%). The largest single position, GSLC, represented 12.5% of total portfolio value.
In Q1 2025, Signature Estate & Investment Advisors LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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