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CIK: 0001079935
Total reported value
$5.6B
$5.6B
577 檔
29.0%
At the close of Q2 2025, Signature Estate & Investment Advisors LLC disclosed equity holdings valued at approximately $5.6B, spread across 577 reported holdings.
In Q2 2025, Signature Estate & Investment Advisors LLC displayed an active expansion posture, initiating 5 new positions and adding to 28 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 577 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 12.49% | -0.38% | +3.11% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 10.33% | -0.14% | +15.33% | |
| 3 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 5.00% | +1.73% | +1.68% | |
| 4 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 4.89% | -0.30% | -22.08% | |
| 5 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 4.42% | -0.57% | +5.45% | |
| 6 | CGGR | Cap Group Growth Equity | ETF-Other | 2.62% | -0.14% | +7.71% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.56% | -0.19% | -9.45% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.43% | -0.07% | +4.94% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.20% | +0.10% | +2.90% | |
| 10 | XLF | Ss Financial Select Sector | ETF-Other | 2.03% | — | +2.29% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.00% | +0.07% | +18.20% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.91% | -0.11% | +7.14% | |
| 13 | UBER | Uber Technologies Inc | Stock-Industrials | 1.89% | -0.04% | -1.32% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.86% | -0.27% | +13111.65% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 1.84% | -0.67% | +0.58% | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 1.72% | — | +6.35% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.61% | +0.50% | +3.75% | |
| 18 | ADBE | Adobe Inc | Stock-Tech | 1.50% | -0.01% | +3.79% | |
| 19 | MET | Metlife Inc | Stock-Financials | 1.31% | — | +3.63% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 1.25% | -0.25% | +0.93% | |
| 21 | ANET | Arista Networks Inc | Stock-Tech | 1.13% | +0.43% | +252.70% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-Other | 1.08% | -1.10% | -4.79% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.00% | +0.17% | +199.48% | |
| 24 | MCK | Mckesson CORP | Stock-Healthcare | 0.99% | -1.75% | +6.82% | |
| 25 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.90% | +0.62% | — | |
| 26 | NEE | Nextera Energy Inc | Stock-Utilities | 0.85% | -0.01% | +1.77% | |
| 27 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.83% | -0.23% | -10.53% | |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.80% | -0.82% | +8.61% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.75% | -0.41% | -1.67% | |
| 30 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.73% | -0.07% | +20.58% | |
| 31 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.68% | -0.01% | +12.19% | |
| 32 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.64% | -0.01% | -32.46% | |
| 33 | BLK | Blackrock Inc | Stock-Financials | 0.49% | -0.05% | — | |
| 34 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.46% | -0.14% | -8.53% | |
| 35 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.43% | -0.01% | -0.09% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | -0.08% | +1.15% | |
| 37 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.42% | -0.03% | +6.51% | |
| 38 | KKR | Kkr & Co Inc | Stock-Financials | 0.41% | — | +1.13% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.06% | -0.66% | |
| 40 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.37% | +0.06% | +3.14% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.37% | -0.01% | +1.89% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.35% | — | +13.09% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | -0.02% | +2.92% | |
| 44 | AMAT | Applied Materials Inc | Stock-Tech | 0.31% | +0.34% | +1.91% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.30% | -0.04% | -0.94% | |
| 46 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.30% | — | — | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.30% | -0.06% | -0.86% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.29% | -0.01% | +1.65% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.25% | -0.02% | -1.10% | |
| 50 | DOX | Amdocs Limited | Stock-Tech | 0.24% | — | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EFV | Ishares Msci Eafe Value ETF | +1.9% | +13111.65% | Add |
| 2 | VUG | Vanguard Growth ETF | +1.7% | +15.33% | Add |
| 3 | XLC | Ss Comm Select Sector Spdr | +0.9% | NEW | New buy |
| 4 | ANET | Arista Networks Inc | +0.9% | +252.70% | Add |
| 5 | LLY | Eli Lilly & Co | +0.6% | +199.48% | Add |
| 6 | AVGO | Broadcom Inc | +0.5% | +3.75% | Add |
| 7 | IGM | Ishares Expanded Tech Sector | +0.5% | +1.68% | Add |
| 8 | META | Meta Platforms Inc-class A | +0.3% | +7.14% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | +18.20% | Add |
| 10 | CMG | Chipotle Mexican Grill Inc | +0.3% | NEW | New buy |
| 11 | CGGR | Cap Group Growth Equity | +0.3% | +7.71% | Add |
| 12 | LNG | Cheniere Energy Inc | +0.2% | NEW | New buy |
| 13 | UBER | Uber Technologies Inc | +0.2% | -1.32% | Trim |
| 14 | IYH | Ishares U.s. Healthcare ETF | +0.2% | +1032.21% | Add |
| 15 | HAS | Hasbro Inc | +0.2% | NEW | New buy |
| 16 | BSX | Boston Scientific CORP | +0.2% | NEW | New buy |
| 17 | VRT | Vertiv Holdings Co-a | +0.1% | +3.14% | Add |
| 18 | AMZN | Amazon.com Inc | +0.1% | +4.94% | Add |
| 19 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +184.61% | Add |
| 20 | MSFT | Microsoft CORP | +0.1% | -9.45% | Trim |
| 21 | KO | Coca-cola Co/the | +0.1% | +604.71% | Add |
| 22 | NVDA | Nvidia CORP | +0.1% | +2.92% | Add |
| 23 | DBEF | Xtrackers Msci Eafe Hedged E | +0.1% | +785.35% | Add |
| 24 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +20.58% | Add |
| 25 | SPEM | State Street Sp Ptf Em ETF | 0% | +12.19% | Add |
| 26 | VEA | Vanguard Ftse Developed ETF | 0% | +13.09% | Add |
| 27 | CRWD | Crowdstrike Holdings Inc - A | 0% | -3.50% | Trim |
| 28 | AMAT | Applied Materials Inc | 0% | +1.91% | Add |
| 29 | MCK | Mckesson CORP | 0% | +6.82% | Add |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +8.61% | Add |
| 31 | WMT | Walmart Inc | 0% | -1.67% | Trim |
| 32 | GSLC | Goldman Activebeta US Lc ETF | -0.1% | +3.11% | Add |
| 33 | GSIE | Goldman Sachs Activebeta Int | -0.1% | -77.57% | Trim |
| 34 | CRM | Salesforce Inc | -0.1% | +6.35% | Add |
| 35 | JMOM | Jpmorgan US Momentum Factor | -0.1% | -72.70% | Trim |
| 36 | AVDE | Avantis International Equity | -0.1% | -83.40% | Trim |
| 37 | XLF | Ss Financial Select Sector | -0.1% | +2.29% | Add |
| 38 | ADBE | Adobe Inc | -0.1% | +3.79% | Add |
| 39 | STZ | Constellation Brands Inc-a | -0.2% | EXIT | Sold out |
| 40 | FNDX | Schwab Fndmntl US Lrg Co ETF | -0.2% | +5.45% | Add |
| 41 | BDX | Becton Dickinson And Co | -0.2% | -94.18% | Trim |
| 42 | CVX | Chevron CORP | -0.3% | -82.07% | Trim |
| 43 | XLV | Ss Health Care Select Sector | -0.3% | -4.79% | Trim |
| 44 | WYNN | Wynn Resorts LTD | -0.3% | EXIT | Sold out |
| 45 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.3% | -32.46% | Trim |
| 46 | AAPL | Apple Inc | -0.4% | +2.90% | Add |
| 47 | TMO | Thermo Fisher Scientific Inc | -0.9% | -73.99% | Trim |
| 48 | XLE | Ss Energy Select Sector | -0.9% | -97.52% | Trim |
| 49 | ORLY | O'reilly Automotive Inc | -1.1% | -55.41% | Trim |
| 50 | TOTL | Ss Doubleline Tr Tact ETF | -2.3% | -22.08% | 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 577 disclosed positions in Q2 2025.
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, IGM) accounted for 29.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
XLC
市值: $39.1M
Top Position Liquidated / Trimmed
WYNN
前期市值: $12.6M
During Q2 2025, Signature Estate & Investment Advisors LLC's top holdings by market value included GSLC (12.5%)、VUG (10.3%)、IGM (5.0%). The largest single position, GSLC, represented 12.5% of total portfolio value.
In Q2 2025, Signature Estate & Investment Advisors LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 28 positions, trimming 15 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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