SIGNATURE ESTATE & INVESTMENT ADVISORS LLC Q2 2025 Filing

Filed July 29, 2025

Portfolio Value

$4.3B

Holdings

577

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (577 positions)

StockValue
BILSPDR SERIES TRUST
$1.3M
GEGE AEROSPACE
$1.3M
EEMISHARES TR
$1.2M
MGVVANGUARD WORLD FD
$1.2M
ORLYOREILLY AUTOMOTIVE INC
$1.2M
AQLTISHARES TR
$1.2M
RBUFINNOVATOR ETFS TRUST
$1.2M
TAT&T INC
$1.2M
RTXRTX CORPORATION
$1.1M
UNHUNITEDHEALTH GROUP INC
$1.1M
IEFISHARES TR
$1.1M
HDHOME DEPOT INC
$1.1M
DGROISHARES TR
$1.1M
GSIEGOLDMAN SACHS ETF TR
$1.1M
BXBLACKSTONE INC
$1.1M
KXIISHARES TR
$1.1M
BABOEING CO
$1.1M
DVYEISHARES INC
$1.1M
ORCLORACLE CORP
$1.1M
VTIPVANGUARD MALVERN FDS
$1.1M
EMBISHARES TR
$1.1M
ABBVABBVIE INC
$1.1M
NULGNUSHARES ETF TR
$1.1M
FIWFIRST TR EXCHANGE-TRADED FD
$1.1M
EMLPFIRST TR EXCHANGE-TRADED FD
$1.1M
PNCPNC FINL SVCS GROUP INC
$1.1M
PHPARKER-HANNIFIN CORP
$1.1M
ITA*ISHARES TR
$1.1M
CALFPACER FDS TR
$1.1M
GSGOLDMAN SACHS GROUP INC
$1.0M
HDVISHARES TR
$1.0M
IUSBISHARES TR
$1.0M
ELVELEVANCE HEALTH INC
$1.0M
VEUVANGUARD INTL EQUITY INDEX F
$1.0M
RSPINVESCO EXCHANGE TRADED FD T
$1.0M
SCHESCHWAB STRATEGIC TR
$987K
SMHVANECK ETF TRUST
$984K
VONGVANGUARD SCOTTSDALE FDS
$981K
IJHISHARES TR
$973K
HELOJ P MORGAN EXCHANGE TRADED F
$971K
NFLXNETFLIX INC
$970K
SPLVINVESCO EXCH TRADED FD TR II
$965K
PEYINVESCO EXCHANGE TRADED FD T
$956K
ABTABBOTT LABS
$940K
DISDISNEY WALT CO
$935K
FCBDADVISORS INNER CIRCLE FD II
$932K
MCDMCDONALDS CORP
$922K
FAIFIRST TR EXCHANGE TRADED FD
$911K
VBKVANGUARD INDEX FDS
$908K
IBBISHARES TR
$898K
IWPISHARES TR
$897K
EMGFISHARES INC
$881K
XLKSELECT SECTOR SPDR TR
$867K
BUFRFIRST TR EXCHNG TRADED FD VI
$857K
RSPUINVESCO EXCHANGE TRADED FD T
$849K
GPIQGOLDMAN SACHS ETF TR
$848K
TDVGT ROWE PRICE ETF INC
$840K
CARRCARRIER GLOBAL CORPORATION
$839K
FJUNFIRST TR EXCHNG TRADED FD VI
$832K
IVEISHARES TR
$828K
RXIISHARES TR
$819K
AVDEAMERICAN CENTY ETF TR
$817K
TIPISHARES TR
$816K
XLESELECT SECTOR SPDR TR
$815K
VDEVANGUARD WORLD FD
$815K
FOPCADVISORS INNER CIRCLE FD II
$815K
BNDVANGUARD BD INDEX FDS
$813K
IFRAISHARES TR
$809K
FDLFIRST TR EXCHANGE-TRADED FD
$800K
NULVNUSHARES ETF TR
$797K
CGMSCAPITAL GRP FIXED INCM ETF T
$794K
IWFISHARES TR
$782K
ISRGINTUITIVE SURGICAL INC
$775K
IAU*ISHARES GOLD TR
$774K
TFCTRUIST FINL CORP
$766K
ASMLASML HOLDING N V
$757K
WFCWELLS FARGO CO NEW
$749K
IGFISHARES TR
$749K
SCHVSCHWAB STRATEGIC TR
$746K
DINTDAVIS FUNDAMENTAL ETF TR
$744K
BABAALIBABA GROUP HLDG LTD
$741K
SGOVISHARES TR
$739K
AXPAMERICAN EXPRESS CO
$737K
DEDEERE & CO
$732K
IWRISHARES TR
$729K
VFMFVANGUARD WELLINGTON FD
$728K
GEVGE VERNOVA INC
$726K
HEGDLISTED FDS TR
$724K
IDV*ISHARES TR
$716K
SHELSHELL PLC
$716K
DWDMORGAN STANLEY
$713K
AQLTISHARES TR
$713K
CEGCONSTELLATION ENERGY CORP
$708K
VCLTVANGUARD SCOTTSDALE FDS
$703K
ILCGISHARES TR
$702K
FUTYFIDELITY COVINGTON TRUST
$693K
HONHONEYWELL INTL INC
$687K
FFORD MTR CO
$686K
DFACDIMENSIONAL ETF TRUST
$672K
FMAYFIRST TR EXCHNG TRADED FD VI
$666K
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