SIGNATURE ESTATE & INVESTMENT ADVISORS LLC Q3 2024 Filing

Filed November 6, 2024

Portfolio Value

$4.3B

Holdings

521

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (521 positions)

StockValue
SGOVISHARES TR
$1.0M
IJHISHARES TR
$1.0M
QTECFIRST TR NASDAQ 100 TECH IND
$1.0M
VCSHVANGUARD SCOTTSDALE FDS
$999K
AQLTISHARES TR
$990K
MUBISHARES TR
$986K
QYLDGLOBAL X FDS
$985K
SMHVANECK ETF TRUST
$965K
VEUVANGUARD INTL EQUITY INDEX F
$963K
CGBLCAPITAL GROUP CORE BALANCED
$959K
SCHESCHWAB STRATEGIC TR
$955K
SCHGSCHWAB STRATEGIC TR
$949K
EMLPFIRST TR EXCHANGE-TRADED FD
$946K
TFSLTFS FINL CORP
$933K
CARRCARRIER GLOBAL CORPORATION
$932K
AGGISHARES TR
$931K
PHPARKER-HANNIFIN CORP
$922K
MCDMCDONALDS CORP
$912K
RTXRTX CORPORATION
$895K
ORCLORACLE CORP
$894K
SCHVSCHWAB STRATEGIC TR
$867K
INTUINTUIT
$863K
DISDISNEY WALT CO
$863K
RXIISHARES TR
$849K
NULVNUSHARES ETF TR
$826K
XMMOINVESCO EXCHANGE TRADED FD T
$823K
FFORD MTR CO
$817K
IYHISHARES TR
$816K
ABTABBOTT LABS
$806K
VDEVANGUARD WORLD FD
$800K
VTEBVANGUARD MUN BD FDS
$799K
HEGDLISTED FD TR
$798K
TFLOISHARES TR
$790K
GEGE AEROSPACE
$788K
CIBRFIRST TR EXCHANGE TRADED FD
$786K
FJUNFIRST TR EXCHNG TRADED FD VI
$783K
CATCATERPILLAR INC
$781K
T7DTRANSDIGM GROUP INC
$762K
IWRISHARES TR
$755K
IWPISHARES TR
$755K
MARMARRIOTT INTL INC NEW
$755K
DWDMORGAN STANLEY
$750K
SCHPSCHWAB STRATEGIC TR
$742K
ADBEADOBE INC
$741K
NVONOVO-NORDISK A S
$736K
SCHBSCHWAB STRATEGIC TR
$736K
JPSTJ P MORGAN EXCHANGE TRADED F
$730K
SPLVINVESCO EXCH TRADED FD TR II
$729K
AQLTISHARES TR
$728K
PEPPEPSICO INC
$724K
HONHONEYWELL INTL INC
$707K
DFCFDIMENSIONAL ETF TRUST
$707K
INDSPACER FDS TR
$706K
TAT&T INC
$704K
AXPAMERICAN EXPRESS CO
$704K
TFCTRUIST FINL CORP
$702K
SAPSAP SE
$701K
FNDASCHWAB STRATEGIC TR
$694K
RSPUINVESCO EXCHANGE TRADED FD T
$694K
USFRWISDOMTREE TR
$693K
AZNASTRAZENECA PLC
$688K
ASMLASML HOLDING N V
$688K
GSGOLDMAN SACHS GROUP INC
$687K
SCHFSCHWAB STRATEGIC TR
$687K
NVGNUVEEN AMT FREE MUN CR INC F
$681K
IWFISHARES TR
$680K
LMTLOCKHEED MARTIN CORP
$679K
BABAALIBABA GROUP HLDG LTD
$674K
HBANHUNTINGTON BANCSHARES INC
$664K
VLUEISHARES TR
$664K
ITA*ISHARES TR
$658K
DFACDIMENSIONAL ETF TRUST
$651K
IGFISHARES TR
$650K
MOTIVANECK ETF TRUST
$650K
IJTISHARES TR
$650K
RWKINVESCO EXCH TRADED FD TR II
$642K
DBMFLITMAN GREGORY FDS TR
$639K
DINTDAVIS FUNDAMENTAL ETF TR
$638K
PAUGINNOVATOR ETFS TRUST
$637K
TLTISHARES TR
$624K
PJULINNOVATOR ETFS TRUST
$622K
FUTYFIDELITY COVINGTON TRUST
$622K
DONSPDR DOW JONES INDL AVERAGE
$621K
FMAYFIRST TR EXCHNG TRADED FD VI
$620K
XLFISELECT SECTOR SPDR TR
$614K
ILCGISHARES TR
$608K
BXBLACKSTONE INC
$600K
FPFFIRST TR EXCH TRD ALPHDX FD
$586K
FBINFORTUNE BRANDS INNOVATIONS I
$577K
RPGINVESCO EXCHANGE TRADED FD T
$575K
PFEPFIZER INC
$545K
IWDISHARES TR
$541K
VTIPVANGUARD MALVERN FDS
$541K
LHXL3HARRIS TECHNOLOGIES INC
$538K
FDXFEDEX CORP
$535K
DHRDANAHER CORPORATION
$535K
DGROISHARES TR
$533K
IAU*ISHARES GOLD TR
$530K
VFMFVANGUARD WELLINGTON FD
$529K
SYKSTRYKER CORPORATION
$527K
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