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
FMAYFIRST TR EXCHNG TRADED FD VI
$666K
RSPNINVESCO EXCHANGE TRADED FD T
$661K
RWKINVESCO EXCH TRADED FD TR II
$659K
LMTLOCKHEED MARTIN CORP
$657K
DONSPDR DOW JONES INDL AVERAGE
$656K
SCHFSCHWAB STRATEGIC TR
$652K
BACVERIZON COMMUNICATIONS INC
$649K
MDLZMONDELEZ INTL INC
$643K
SAPSAP SE
$640K
MRKMERCK & CO INC
$639K
MARMARRIOTT INTL INC NEW
$633K
AZNASTRAZENECA PLC
$633K
IWDISHARES TR
$631K
LOWLOWES COS INC
$630K
IYCISHARES TR
$629K
DLSWISDOMTREE TR
$628K
WTVWISDOMTREE TR
$627K
IWBISHARES TR
$625K
SLVISHARES SILVER TR
$622K
MOTIVANECK ETF TRUST
$617K
SYKSTRYKER CORPORATION
$616K
TFLOISHARES TR
$614K
INTUINTUIT
$611K
XLYSELECT SECTOR SPDR TR
$610K
IYEISHARES TR
$608K
NVGNUVEEN AMT FREE MUN CR INC F
$604K
PEPPEPSICO INC
$604K
CATCATERPILLAR INC
$600K
RPGINVESCO EXCHANGE TRADED FD T
$597K
BSTPINNOVATOR ETFS TRUST
$596K
HTUSCAPITOL SER TR
$596K
IYWISHARES TR
$595K
DYNFBLACKROCK ETF TRUST
$594K
FEGERBB FUND TRUST
$594K
SCHWSCHWAB CHARLES CORP
$592K
BKNGBOOKING HOLDINGS INC
$591K
BACBANK AMERICA CORP
$590K
SCHBSCHWAB STRATEGIC TR
$580K
JAVAJ P MORGAN EXCHANGE TRADED F
$577K
VLUEISHARES TR
$576K
HEFAISHARES TR
$576K
LHXL3HARRIS TECHNOLOGIES INC
$574K
HBANHUNTINGTON BANCSHARES INC
$568K
SCZISHARES TR
$567K
HLTHILTON WORLDWIDE HLDGS INC
$563K
PFEPFIZER INC
$557K
BCCCGLOBAL X FDS
$553K
NVONOVO-NORDISK A S
$552K
CSCOCISCO SYS INC
$552K
PDIPIMCO DYNAMIC INCOME FD
$550K
BFKBLACKROCK MUN INCOME TR
$537K
BMTABRITISH AMERN TOB PLC
$535K
TTTRANE TECHNOLOGIES PLC
$529K
RCLROYAL CARIBBEAN GROUP
$523K
QTECFIRST TR EXCHANGE-TRADED FD
$509K
CITCINTAS CORP
$506K
SMLFISHARES TR
$503K
SPGIS&P GLOBAL INC
$503K
IJSISHARES TR
$501K
DDWMWISDOMTREE TR
$496K
PLTRPALANTIR TECHNOLOGIES INC
$496K
TTENTOTALENERGIES SE
$492K
ITBISHARES TR
$490K
IWNISHARES TR
$489K
SPGPINVESCO EXCHANGE TRADED FD T
$488K
XLFISELECT SECTOR SPDR TR
$486K
UITBVICTORY PORTFOLIOS II
$486K
VCRBVANGUARD MALVERN FDS
$485K
VOOVVANGUARD ADMIRAL FDS INC
$484K
AMLPALPS ETF TR
$482K
VPUVANGUARD WORLD FD
$480K
MUBISHARES TR
$479K
NSCNORFOLK SOUTHN CORP
$478K
GRIDFIRST TR EXCHANGE TRADED FD
$477K
FEXFIRST TR EXCHANGE-TRADED ALP
$473K
IGROISHARES TR
$470K
PPLPPL CORP
$470K
CGDGCAPITAL GROUP DIVIDEND GROWE
$465K
KAMOMANAGED PORTFOLIO SERIES
$463K
SBUXSTARBUCKS CORP
$461K
LDURPIMCO ETF TR
$460K
APPAPPLOVIN CORP
$454K
AFMCFIRST TR EXCHNG TRADED FD VI
$454K
DUKDUKE ENERGY CORP NEW
$454K
VTVANGUARD INTL EQUITY INDEX F
$452K
AVUVAMERICAN CENTY ETF TR
$449K
FNDFSCHWAB STRATEGIC TR
$449K
TXNTEXAS INSTRS INC
$449K
ADPAUTOMATIC DATA PROCESSING IN
$448K
CMECME GROUP INC
$446K
FXUFIRST TR EXCHANGE TRADED FD
$445K
AXONAXON ENTERPRISE INC
$444K
VTEBVANGUARD MUN BD FDS
$443K
BINCBLACKROCK ETF TRUST II
$438K
DDOMINION ENERGY INC
$433K
FYTFIRST TR EXCHANGE-TRADED ALP
$427K
FXOFIRST TR EXCHANGE TRADED FD
$424K
HEIHEICO CORP NEW
$422K
MGKVANGUARD WORLD FD
$417K
ITWILLINOIS TOOL WKS INC
$416K
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