SIGNATURE ESTATE & INVESTMENT ADVISORS LLC Q4 2020 Filing

Filed January 13, 2021

Portfolio Value

$1.9T

Holdings

156

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (156 positions)

#StockSharesValue% PortfolioType
101
JNJJOHNSON & JOHNSON
4,210$662.0M0.04%
102
VIGVANGUARD SPECIALIZED FUNDS
4,427$625.0M0.03%
103
ITA*ISHARES TR
6,379$604.0M0.03%
104
XOMEXXON MOBIL CORP
14,551$600.0M0.03%
105
TAT&T INC
20,781$598.0M0.03%
106
FS KKR CAP CORP II
34,955$573.0M0.03%
107
PKNPERKINELMER INC
3,876$556.0M0.03%
108
ELVANTHEM INC
1,729$555.0M0.03%
109
HDHOME DEPOT INC
2,083$553.0M0.03%
110
PIMCO DYNAMIC CR INCOME FD
25,199$534.0M0.03%
111
BRK/BBERKSHIRE HATHAWAY INC DEL
2,168$503.0M0.03%
112
UNHUNITEDHEALTH GROUP INC
1,361$478.0M0.03%
113
GOOGLALPHABET INC
268$469.0M0.03%
114
ADBEADOBE SYSTEMS INCORPORATED
890$445.0M0.02%
115
METAFACEBOOK INC
1,564$427.0M0.02%
116
BACVERIZON COMMUNICATIONS INC
7,124$419.0M0.02%
117
IBMINTERNATIONAL BUSINESS MACHS
3,257$410.0M0.02%
118
FPEIFIRST TR EXCH TRADED FD III
19,125$390.0M0.02%
119
PGPROCTER AND GAMBLE CO
2,763$384.0M0.02%
120
EWBCEAST WEST BANCORP INC
7,534$382.0M0.02%
121
VVISA INC
1,743$381.0M0.02%
122
PFEPFIZER INC
9,804$361.0M0.02%
123
TFCTRUIST FINL CORP
7,505$360.0M0.02%
124
MCDMCDONALDS CORP
1,564$336.0M0.02%
125
FFORD MTR CO DEL
36,945$325.0M0.02%
126
NVDANVIDIA CORPORATION
622$325.0M0.02%
127
ESGDISHARES TR
4,318$316.0M0.02%
128
DGROISHARES TR
6,898$309.0M0.02%
129
CMCSACOMCAST CORP NEW
5,824$305.0M0.02%
130
AQLTISHARES TR
4,367$302.0M0.02%
131
BABOEING CO
1,368$293.0M0.02%
132
IAUUSDISHARES GOLD TRUST
16,201$293.0M0.02%
133
APLEAPPLE HOSPITALITY REIT INC
22,481$290.0M0.02%
134
MRKMERCK & CO. INC
3,475$284.0M0.02%
135
VXFVANGUARD INDEX FDS
1,711$282.0M0.02%
136
ZMZOOM VIDEO COMMUNICATIONS IN
835$281.0M0.02%
137
XYZSQUARE INC
1,253$272.0M0.01%
138
BACBK OF AMERICA CORP
8,856$268.0M0.01%
139
4I1PHILIP MORRIS INTL INC
3,203$265.0M0.01%
140
ABTABBOTT LABS
2,289$250.0M0.01%
141
AJGGALLAGHER ARTHUR J & CO
2,016$250.0M0.01%
142
LDEMISHARES TR
3,978$238.0M0.01%
143
IWFISHARES TR
982$237.0M0.01%
144
ABBVABBVIE INC
2,169$232.0M0.01%
145
COSTCOSTCO WHSL CORP NEW
613$231.0M0.01%
146
KOCOCA COLA CO
4,170$229.0M0.01%
147
NFLXNETFLIX INC
424$229.0M0.01%
148
INTCINTEL CORP
4,550$227.0M0.01%
149
PEPPEPSICO INC
1,518$225.0M0.01%
150
ARKKARK ETF TR
1,803$225.0M0.01%
151
MUNIPIMCO ETF TR
3,800$216.0M0.01%
152
AXSMAXSOME THERAPEUTICS INC
2,632$214.0M0.01%
153
GQ9SPDR GOLD TR
1,151$206.0M0.01%
154
VNQVANGUARD INDEX FDS
2,364$201.0M0.01%
155
PPHMEURAVID BIOSERVICES INC
12,715$147.0M0.01%
156
GEGENERAL ELECTRIC CO
13,383$145.0M0.01%
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