SIGNATURE ESTATE & INVESTMENT ADVISORS LLC Q1 2025 Filing

Filed May 16, 2025

Portfolio Value

$3.8B

Holdings

548

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (548 positions)

StockValue
VONGVANGUARD SCOTTSDALE FDS
$1.1M
TAT&T INC
$1.1M
T7DTRANSDIGM GROUP INC
$1.1M
VTIPVANGUARD MALVERN FDS
$1.1M
COINCOINBASE GLOBAL INC
$1.1M
HDVISHARES TR
$1.1M
EMLPFIRST TR EXCHANGE-TRADED FD
$1.1M
PEYINVESCO EXCHANGE TRADED FD T
$1.1M
DVYEISHARES INC
$1.0M
KXIISHARES TR
$1.0M
FIWFIRST TR EXCHANGE-TRADED FD
$1.0M
FCBDADVISORS INNER CIRCLE FD II
$1.0M
QUALISHARES TR
$1.0M
IEFISHARES TR
$1.0M
CALFPACER FDS TR
$1.0M
GEGE AEROSPACE
$1.0M
SPLVINVESCO EXCH TRADED FD TR II
$1.0M
PNCPNC FINL SVCS GROUP INC
$1.0M
MRKMERCK & CO INC
$999K
MCDMCDONALDS CORP
$997K
VCSHVANGUARD SCOTTSDALE FDS
$995K
RTXRTX CORPORATION
$989K
ITA*ISHARES TR
$981K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$980K
VEUVANGUARD INTL EQUITY INDEX F
$973K
BILSPDR SER TR
$957K
NULGNUSHARES ETF TR
$955K
ABTABBOTT LABS
$945K
RSPINVESCO EXCHANGE TRADED FD T
$942K
BXBLACKSTONE INC
$921K
SCHBSCHWAB STRATEGIC TR
$920K
CIBRFIRST TR EXCHANGE TRADED FD
$917K
GPIQGOLDMAN SACHS ETF TR
$917K
VBKVANGUARD INDEX FDS
$906K
VDEVANGUARD WORLD FD
$905K
FOPCADVISORS INNER CIRCLE FD II
$900K
QTECFIRST TR NASDAQ 100 TECH IND
$896K
KOCOCA COLA CO
$888K
SCHESCHWAB STRATEGIC TR
$887K
DGROISHARES TR
$882K
PHPARKER-HANNIFIN CORP
$880K
IJHISHARES TR
$871K
NULVNUSHARES ETF TR
$870K
BABOEING CO
$855K
SMHVANECK ETF TRUST
$844K
BNDVANGUARD BD INDEX FDS
$840K
SGOVISHARES TR
$838K
DISDISNEY WALT CO
$830K
RSPUINVESCO EXCHANGE TRADED FD T
$822K
TIPISHARES TR
$821K
FDLFIRST TR MORNINGSTAR DIVID L
$818K
BABAALIBABA GROUP HLDG LTD
$808K
TDVGT ROWE PRICE ETF INC
$802K
DWDMORGAN STANLEY
$795K
IAU*ISHARES GOLD TR
$793K
IYHISHARES TR
$792K
BUFRFIRST TR EXCHNG TRADED FD VI
$791K
TFSLTFS FINL CORP
$782K
GSGOLDMAN SACHS GROUP INC
$779K
EMBISHARES TR
$778K
IVEISHARES TR
$775K
SCHVSCHWAB STRATEGIC TR
$774K
FJUNFIRST TR EXCHNG TRADED FD VI
$773K
RXIISHARES TR
$767K
IWPISHARES TR
$757K
ORCLORACLE CORP
$752K
IWRISHARES TR
$745K
IFRAISHARES TR
$737K
FAIFIRST TR EXCHANGE TRADED FD
$730K
FNDASCHWAB STRATEGIC TR
$726K
SAPSAP SE
$724K
AQLTISHARES TR
$723K
SHELSHELL PLC
$720K
CARRCARRIER GLOBAL CORPORATION
$706K
DFASDIMENSIONAL ETF TRUST
$705K
HELOJ P MORGAN EXCHANGE TRADED F
$687K
FFORD MTR CO
$685K
IGFISHARES TR
$679K
LMTLOCKHEED MARTIN CORP
$678K
HEGDLISTED FD TR
$677K
SCHOSCHWAB STRATEGIC TR
$672K
BACVERIZON COMMUNICATIONS INC
$663K
HBANHUNTINGTON BANCSHARES INC
$663K
IWDISHARES TR
$661K
AZNASTRAZENECA PLC
$659K
TFCTRUIST FINL CORP
$658K
PEPPEPSICO INC
$656K
IWFISHARES TR
$655K
LOWLOWES COS INC
$652K
HONHONEYWELL INTL INC
$650K
MUBISHARES TR
$638K
VFMFVANGUARD WELLINGTON FD
$630K
BFKBLACKROCK MUN INCOME TR
$628K
NVGNUVEEN AMT FREE MUN CR INC F
$627K
DONSPDR DOW JONES INDL AVERAGE
$625K
FUTYFIDELITY COVINGTON TRUST
$620K
VLUEISHARES TR
$619K
DFACDIMENSIONAL ETF TRUST
$618K
FMAYFIRST TR EXCHNG TRADED FD VI
$615K
DINTDAVIS FUNDAMENTAL ETF TR
$613K
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