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
DBDEUTSCHE BANK A G
$255K
FNDASCHWAB STRATEGIC TR
$255K
HSCZISHARES TR
$255K
IRINGERSOLL RAND INC
$254K
ARCCARES CAPITAL CORP
$252K
LGLVSPDR SERIES TRUST
$251K
IXGISHARES TR
$251K
GLXYGALAXY DIGITAL INC.
$251K
BUDANHEUSER BUSCH INBEV SA/NV
$250K
CNCCENTENE CORP DEL
$250K
MBBISHARES TR
$249K
BSCPINVESCO EXCH TRD SLF IDX FD
$249K
BSCRINVESCO EXCH TRD SLF IDX FD
$248K
FJANFIRST TR EXCHNG TRADED FD VI
$247K
GSEWGOLDMAN SACHS ETF TR
$245K
BKBANK NEW YORK MELLON CORP
$241K
URTHISHARES INC
$241K
PSAPUBLIC STORAGE OPER CO
$238K
DELLDELL TECHNOLOGIES INC
$238K
VFLOVICTORY PORTFOLIOS II
$237K
STCESCHWAB STRATEGIC TR
$235K
ICOWPACER FDS TR
$235K
ROKROCKWELL AUTOMATION INC
$233K
FFEBFIRST TR EXCHNG TRADED FD VI
$233K
MIGAMICROSTRATEGY INC
$232K
TOWNTOWNEBANK PORTSMOUTH VA
$230K
FYXFIRST TR EXCHANGE-TRADED ALP
$228K
XDECFIRST TR EXCHNG TRADED FD VI
$228K
LMBSFIRST TR EXCHANGE-TRADED FD
$227K
ATOATMOS ENERGY CORP
$226K
OKEONEOK INC NEW
$224K
PSXPHILLIPS 66
$223K
WELLWELLTOWER INC
$221K
DKNGDRAFTKINGS INC NEW
$221K
ALBALBEMARLE CORP
$221K
KLACKLA CORP
$219K
NIXTEA SERIES TRUST
$218K
AONAON PLC
$218K
PRUPRUDENTIAL FINL INC
$218K
CPCANADIAN PACIFIC KANSAS CITY
$218K
ACWIISHARES TR
$216K
EBAEBAY INC.
$215K
WSMWILLIAMS SONOMA INC
$215K
XJHISHARES TR
$214K
INTCINTEL CORP
$213K
ISCFISHARES TR
$213K
RELXRELX PLC
$213K
DDECFIRST TR EXCHNG TRADED FD VI
$212K
IGSBISHARES TR
$209K
PIDINVESCO EXCHANGE TRADED FD T
$209K
EAELECTRONIC ARTS INC
$208K
AFLAFLAC INC
$208K
RFVINVESCO EXCHANGE TRADED FD T
$207K
VLOVALERO ENERGY CORP
$207K
DFARDIMENSIONAL ETF TRUST
$206K
KNSLKINSALE CAP GROUP INC
$204K
RWJINVESCO EXCH TRADED FD TR II
$204K
FNCLFIDELITY COVINGTON TRUST
$201K
AOMISHARES TR
$201K
SMLVSPDR SERIES TRUST
$200K
CLSKCLEANSPARK INC
$200K
PQ3PROVIDENT FINL SVCS INC
$199K
PMLPIMCO MUN INCOME FD II
$184K
APLEAPPLE HOSPITALITY REIT INC
$165K
FSCOFS CREDIT OPPORTUNITIES CORP
$152K
ABCLABCELLERA BIOLOGICS INC
$136K
AESAES CORP
$132K
AGNCAGNC INVT CORP
$119K
VALEVALE S A
$99K
ENTXWENTERA BIO LTD
$90K
CLFCLEVELAND-CLIFFS INC NEW
$82K
CCIVGBPLUCID GROUP INC
$69K
DSMBNY MELLON STRATEGIC MUN BD
$59K
MSOSADVISORSHARES TR
$55K
RIGTRANSOCEAN LTD
$49K
INOINOVIO PHARMACEUTICALS INC
$22K
PLUNPLUG POWER INC
$21K
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