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

SEC FilingSEC DataHachi Filing

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
CIK: signature-estate--investment-advisors
Manager Name: Signature-Estate--Investment-Advisors

Data Enrichment

63% identified

567 identified326 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

893 positions • $3.8B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 15 of 28

Sort by:

808524862

Shares:27.6K

Value:$671.7K

% of Portfolio:0.0% ($671.7K/$3.8B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:14.6K

Value:$663.5K

% of Portfolio:0.0% ($663.5K/$3.8B)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:44.2K

Value:$663.1K

% of Portfolio:0.0% ($663.1K/$3.8B)

464287598

IWD|464287598

Shares:3.5K

Value:$660.5K

% of Portfolio:0.0% ($660.5K/$3.8B)

ASTRAZENECA PLC

AZN|046353108

Shares:9.0K

Value:$658.8K

% of Portfolio:0.0% ($658.8K/$3.8B)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:16.0K

Value:$658.4K

% of Portfolio:0.0% ($658.4K/$3.8B)

PEPSICO INC

PEP|713448108

Shares:4.4K

Value:$656.4K

% of Portfolio:0.0% ($656.4K/$3.8B)

464287614

IWF|464287614

Shares:1.8K

Value:$655.3K

% of Portfolio:0.0% ($655.3K/$3.8B)

LOWES COMPANIES INC

LOW|548661107

Shares:2.8K

Value:$652.4K

% of Portfolio:0.0% ($652.4K/$3.8B)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:3.1K

Value:$649.6K

% of Portfolio:0.0% ($649.6K/$3.8B)

464288414

MUB|464288414

Shares:6.0K

Value:$637.7K

% of Portfolio:0.0% ($637.7K/$3.8B)

921935607

Shares:5.0K

Value:$630.5K

% of Portfolio:0.0% ($630.5K/$3.8B)

BLACKROCK MUNICIPAL INCOME TRUST

BFK|09248F109

Shares:63.5K

Value:$628.3K

% of Portfolio:0.0% ($628.3K/$3.8B)

Nuveen AMT-Free Municipal Credit Income Fund

NVG|67071L106

Shares:50.6K

Value:$626.6K

% of Portfolio:0.0% ($626.6K/$3.8B)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:1.5K

Value:$625.0K

% of Portfolio:0.0% ($625.0K/$3.8B)

316092865

Shares:12.2K

Value:$620.2K

% of Portfolio:0.0% ($620.2K/$3.8B)

46432F388

Shares:5.8K

Value:$618.5K

% of Portfolio:0.0% ($618.5K/$3.8B)

25434V708

DFAC|25434V708

Shares:18.7K

Value:$617.8K

% of Portfolio:0.0% ($617.8K/$3.8B)

33740F748

Shares:13.3K

Value:$615.1K

% of Portfolio:0.0% ($615.1K/$3.8B)

23908L405

Shares:26.5K

Value:$612.9K

% of Portfolio:0.0% ($612.9K/$3.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip808524862)✕	27.6K	QoQ -55.88% (-35.0K) YoY NEW(+27.6K)	All Managers (Combined)	$671.7K	0.0% ($671.7K/$3.8B)	QoQ -55.36% (-$833.4K) YoY NEW(+$671.7K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	14.6K	QoQ -60.03% (-22.0K) YoY +79.12% (+6.5K)	All Managers (Combined)	$663.5K	0.0% ($663.5K/$3.8B)	QoQ -54.66% (-$800.1K) YoY +93.63% (+$320.8K)
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	44.2K	QoQ -0.37% (-168) YoY NEW(+44.2K)	All Managers (Combined)	$663.1K	0.0% ($663.1K/$3.8B)	QoQ -8.09% (-$58.4K) YoY NEW(+$663.1K)
(IWDcusip464287598)	3.5K	QoQ +22.55% (+646) YoY NEW(+3.5K)	All Managers (Combined)	$660.5K	0.0% ($660.5K/$3.8B)	QoQ +24.58% (+$130.4K) YoY NEW(+$660.5K)
ASTRAZENECA PLC(AZNcusip046353108)	9.0K	QoQ -0.95% (-86) YoY NEW(+9.0K)	All Managers (Combined)	$658.8K	0.0% ($658.8K/$3.8B)	QoQ +11.12% (-$66.0K) YoY NEW(+$658.8K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	16.0K	QoQ -3.57% (-593) YoY +131.66% (+9.1K)	All Managers (Combined)	$658.4K	0.0% ($658.4K/$3.8B)	QoQ -8.53% (-$61.4K) YoY +144.56% (+$389.2K)
PEPSICO INC(PEPcusip713448108)	4.4K	QoQ +10.33% (+410) YoY -74.60% (-12.9K)	All Managers (Combined)	$656.4K	0.0% ($656.4K/$3.8B)	QoQ +8.79% (+$53.1K) YoY -78.24% (-$2.4M)
(IWFcusip464287614)	1.8K	QoQ +0.11% (-2) YoY NEW(+1.8K)	All Managers (Combined)	$655.3K	0.0% ($655.3K/$3.8B)	QoQ -10.00% (-$72.8K) YoY NEW(+$655.3K)
LOWES COMPANIES INC(LOWcusip548661107)	2.8K	QoQ +4.67% (-125) YoY +140.17% (+1.6K)	All Managers (Combined)	$652.4K	0.0% ($652.4K/$3.8B)	QoQ -1.12% (-$7.4K) YoY +119.92% (+$355.7K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	3.1K	QoQ +4.53% (-133) YoY NEW(+3.1K)	All Managers (Combined)	$649.6K	0.0% ($649.6K/$3.8B)	QoQ -2.02% (-$13.4K) YoY NEW(+$649.6K)
(MUBcusip464288414)	6.0K	QoQ -60.33% (-9.2K) YoY +112.28% (+3.2K)	All Managers (Combined)	$637.7K	0.0% ($637.7K/$3.8B)	QoQ -60.75% (-$987.1K) YoY +108.01% (+$331.1K)
(cusip921935607)✕	5.0K	QoQ +11.23% (+504) YoY NEW(+5.0K)	All Managers (Combined)	$630.5K	0.0% ($630.5K/$3.8B)	QoQ +7.60% (+$44.5K) YoY NEW(+$630.5K)
BLACKROCK MUNICIPAL INCOME TRUST(BFKcusip09248F109)	63.5K	QoQ -35.39% (-34.8K) YoY NEW(+63.5K)	All Managers (Combined)	$628.3K	0.0% ($628.3K/$3.8B)	QoQ -35.13% (-$340.4K) YoY NEW(+$628.3K)
Nuveen AMT-Free Municipal Credit Income Fund(NVGcusip67071L106)	50.6K	QoQ 0.00% (+0) YoY -5.21% (-2.8K)	All Managers (Combined)	$626.6K	0.0% ($626.6K/$3.8B)	QoQ +0.97% (+$6.1K) YoY -3.42% (-$22.2K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	1.5K	QoQ -19.42% (-359) YoY +85.66% (+687)	All Managers (Combined)	$625.0K	0.0% ($625.0K/$3.8B)	QoQ -20.49% (-$161.1K) YoY +96.04% (+$306.2K)
(cusip316092865)✕	12.2K	QoQ +0.76% (+92) YoY NEW(+12.2K)	All Managers (Combined)	$620.2K	0.0% ($620.2K/$3.8B)	QoQ +5.26% (+$31.0K) YoY NEW(+$620.2K)
(cusip46432F388)✕	5.8K	QoQ +0.06% (+4) YoY -13.87% (-934)	All Managers (Combined)	$618.5K	0.0% ($618.5K/$3.8B)	QoQ +1.06% (+$6.5K) YoY -15.18% (-$110.7K)
(DFACcusip25434V708)	18.7K	QoQ -15.96% (-3.6K) YoY NEW(+18.7K)	All Managers (Combined)	$617.8K	0.0% ($617.8K/$3.8B)	QoQ -19.85% (-$153.0K) YoY NEW(+$617.8K)
(cusip33740F748)✕	13.3K	QoQ 0.00% (-0) YoY NEW(+13.3K)	All Managers (Combined)	$615.1K	0.0% ($615.1K/$3.8B)	QoQ -2.63% (-$16.7K) YoY NEW(+$615.1K)
(cusip23908L405)✕	26.5K	QoQ -2.21% (-601) YoY NEW(+26.5K)	All Managers (Combined)	$612.9K	0.0% ($612.9K/$3.8B)	QoQ +3.46% (-$20.6K) YoY NEW(+$612.9K)