Signature-Estate--Investment-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, "AXSM", "ESSA", null, null, "AES", null, null, "NVG", null, "FNDF", "FNDA", "ACN", null, "ABT", null, "ABBV", "ADBE", "APD", "BABA", null, null, null, "VONG", "ALL", "GOOGL", "VDE", "RIG", "AXP", null, "ABCL", null, "ASML", "T", "BLK", null, null, "CAT", "BUD", "AVDE", "AVGO", "LOW", null, "ARCC", null, null, null, null, null, null, null, null, "DBEF", null, null, null, null, null, "DUK", "D", "PFS", "EBAY", "RYAAY", null, null, null, null, null, null, null, "FCX", null, null, null, null, null, null, null, null, "HLT", null, "HON", "HD", null, null, null, "AZN", null, null, null, null, null, "MCD", null, null, "INTU", null, null, null, "FBIN", null, null, "UNP", null, "QCOM", null, null, "ISRG", "HEI-A", null, null, "ITW", "GSIE", "AMAT", "BKNG", null, null, null, null, null, "MUB", "META", null, null, null, null, "IVT", "HEFA", null, null, null, null, "IVW", "IJH", "SHBI", null, null, null, null, null, "DSM", null, null, "BFK", null, "KNSL", "KMI", null, null, "LHX", null, null, "LIN", null, null, null, null, null, null, "MPC", "MMC", "TLRY", null, null, null, "MA", null, "MDT", "MSFT", "MDLZ", "MS", "TMUS", "EXC", null, "GE", "HIG", null, null, null, "ORLY", "BX", "IJR", "EFG", "ANET", "KKR", "KLAC", "IWD", "KR", "ORCL", "NOC", "OKE", null, null, "PAYX", null, "VHT", null, null, null, null, null, null, "EEM", null, "IWF", null, null, null, null, "PEP", "PNC", null, "PGR", "IEMG", "IJK", null, "IVV", null, null, "UNH", "AAPL", "SPY", "EFAV", null, "NVDA", "GS", "INTC", "PLTR", "PRU", "PFE", "LMT", "PG", "MRK", null, "VZ", null, "AMGN", null, "MSTR", "REGN", "FNDX", null, null, "TFSL", "IEFA", "SPGI", null, "SCHX", null, null, null, "SHOP", "ROST", "SHEL", "RTX", "SPDW", "GLD", "SAP", null, null, "SPYG", null, "BP", null, null, "IBM", "SYK", "SBUX", "TXN", "TMO", "TJX", "TDG", "TFC", "UBER", "BIV", "VNQ", "VO", "MET", "VXF", "VV", "RCL", "VOE", "SCHW", null, null, null, "ACWV", null, "VWO", null, null, null, null, null, "IWV", null, null, null, null, "VCIT", null, "TOWN", null, null, null, "APLE", "VIG", null, null, null, null, null, "TTE", null, null, null, null, "PML", null, "IWN", "IEF", null, "TSM", null, null, null, null, "FSK", null, "VYM", null, "MGC", null, "TT", "VRT", "LECO", "AON", "ALB", "AFL", "AXON", "AMD", "FI", "F", null, "WM", "IWP", "IWR", "WCN", "IR", "NCLH", "GSLC", "ENTX", null, "INO", null, "NVO", "VIGI", "AMZN", "SCHB", null, null, null, "CLF", null, "IVE", null, null, null, null, null, "ESGD", null, null, null, "DOX", null, "HBAN", null, "VEU", null, "VGT", "ESGV", "VUG", "VLO", "VFH", "VEA", null, "VYMI", "MGK", "VOOV", null, "VXUS", "VOOG", "VBK", "BNDX", "MGV", "VTEB", "BND", "VBR", "VOT", "VT", "VB", "VOO", null, "VTV", "V", "VICI", "WMT", "WFC", "WELL", null, "WSM", null, null, null, null, null, "XHR", "WYNN", null, null, null, null, "SCHD", "DVY", "SCHG", null, "SCHF", null, "SCHA", null, "NSC", "KEY", null, "LH", "NZF", "MGM", "SO", null, "PPL", "TRP", null, "PSX", "CRM", "RVTY", null, "TDY", "SYY", "DIA", null, null, null, null, "HCI", null, null, null, null, "MTUM", null, null, "GEV", "DGRO", "MCK", null, null, "SPYV", null, null, null, "ESGU", "PSA", null, "FDX", null, "AME", "ADP", "BAC", "BK", "BRK-A", "BRK-B", "BDX", null, "BA", "BMY", "BTI", "CARR", "CNC", "CNP", "CVX", "CHTR", "CSCO", "CLSK", "CME", "KO", "COIN", "CMCSA", "COP", "STZ", "CEG", "ED", "COST", "CRWD", "CSX", "DHR", "DE", "DB", "DAL", null, null, "DFAC", "RSP", null, "IJT", "IJJ", "EFA", "USMV", "IWB", "NEE", "MAR", "QQQ", null, "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "PH", null, null, "MO", "XLK", "ITOT", "VTI", "JPM", "QUAL", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-16
- Total Holdings
- 893
- Total Value
- 3799359464
- Accession Number
- 0001811480-25-000004
- Form Type
- 13F-HR
- Manager Name
- Signature-Estate--Investment-Advisors
Data Enrichment
63% identified567 identified326 unidentified
Holdings
893 positions • $3.8B total value
Manager:
Search and click to pin securities to the top
Page 11 of 28
922020805
Shares:21.6K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.8B)
46429B663
Shares:8.8K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.8B)
33738D101
Shares:28.4K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.8B)
46137V563
Shares:49.4K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.8B)
464286319
Shares:38.3K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$3.8B)
464288737
Shares:16.3K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$3.8B)
33733B100
Shares:10.3K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$3.8B)
00764Q629
Shares:40.7K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$3.8B)
69374H857
Shares:27.3K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$3.8B)
46138E354
Shares:13.5K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$3.8B)
Shares:5.7K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$3.8B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 11.9K | QoQ -2.49% (-305)YoY NEW(+11.9K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.8B) | YoY NEW(+$1.1M) | |
| 38.7K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.8B) | |||
| 782 | YoY NEW(+782) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.8B) | YoY NEW(+$1.1M) | |
(cusip922020805)✕ | 21.6K | YoY NEW(+21.6K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.8B) | YoY NEW(+$1.1M) |
| 6.2K | QoQ +1.13% (-70)YoY NEW(+6.2K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.8B) | YoY NEW(+$1.1M) | |
(cusip46429B663)✕ | 8.8K | QoQ +0.20% (+18)YoY NEW(+8.8K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.8B) | YoY NEW(+$1.1M) |
(cusip33738D101)✕ | 28.4K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.8B) | ||
(cusip46137V563)✕ | 49.4K | QoQ +0.59% (+290)YoY NEW(+49.4K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.8B) | YoY NEW(+$1.1M) |
(cusip464286319)✕ | 38.3K | YoY NEW(+38.3K) | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.8B) | YoY NEW(+$1.0M) |
(cusip464288737)✕ | 16.3K | QoQ +0.23% (+38)YoY NEW(+16.3K) | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.8B) | YoY NEW(+$1.0M) |
(cusip33733B100)✕ | 10.3K | QoQ +0.48% (-50)YoY NEW(+10.3K) | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.8B) | YoY NEW(+$1.0M) |
(cusip00764Q629)✕ | 40.7K | YoY NEW(+40.7K) | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.8B) | YoY NEW(+$1.0M) |
| 6.0K | YoY NEW(+6.0K) | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.8B) | YoY NEW(+$1.0M) | |
| 10.7K | QoQ -1.38% (-151)YoY NEW(+10.7K) | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.8B) | YoY NEW(+$1.0M) | |
(cusip69374H857)✕ | 27.3K | YoY NEW(+27.3K) | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.8B) | YoY NEW(+$1.0M) |
| 5.0K | QoQ -0.69% (-35)YoY NEW(+5.0K) | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.8B) | YoY NEW(+$1.0M) | |
(cusip46138E354)✕ | 13.5K | YoY NEW(+13.5K) | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.8B) | YoY NEW(+$1.0M) |
| 5.7K | QoQ -0.17% (-10)YoY NEW(+5.7K) | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.8B) | YoY NEW(+$1.0M) | |
| 11.1K | All Managers (Combined) | $998.7K | 0.0% ($998.7K/$3.8B) | |||
MCDONALDS CORP(MCDcusip580135101) | 3.2K | QoQ -1.39% (-45)YoY NEW(+3.2K) | All Managers (Combined) | $996.7K | 0.0% ($996.7K/$3.8B) | YoY NEW(+$996.7K) |