Signature-Estate--Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
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]

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

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BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:11.8K

Value:$491.4K

% of Portfolio:0.0% ($491.4K/$3.8B)

Hilton Worldwide Holdings Inc.

HLT|43300A203

Shares:2.1K

Value:$487.9K

% of Portfolio:0.0% ($487.9K/$3.8B)

PFIZER INC

PFE|717081103

Shares:19.3K

Value:$487.9K

% of Portfolio:0.0% ($487.9K/$3.8B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:1.6K

Value:$481.6K

% of Portfolio:0.0% ($481.6K/$3.8B)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:2.3K

Value:$480.9K

% of Portfolio:0.0% ($480.9K/$3.8B)

S&P Global Inc.

SPGI|78409V104

Shares:945

Value:$480.2K

% of Portfolio:0.0% ($480.2K/$3.8B)

33741X102

Shares:14.3K

Value:$478.2K

% of Portfolio:0.0% ($478.2K/$3.8B)

464288273

Shares:7.5K

Value:$475.5K

% of Portfolio:0.0% ($475.5K/$3.8B)

37954Y673

Shares:12.6K

Value:$475.4K

% of Portfolio:0.0% ($475.4K/$3.8B)

33735J101

Shares:6.2K

Value:$475.2K

% of Portfolio:0.0% ($475.2K/$3.8B)

Duke Energy CORP

DUK|26441C204

Shares:3.9K

Value:$472.6K

% of Portfolio:0.0% ($472.6K/$3.8B)

46434V860

Shares:9.3K

Value:$471.7K

% of Portfolio:0.0% ($471.7K/$3.8B)

92204A876

Shares:2.8K

Value:$471.6K

% of Portfolio:0.0% ($471.6K/$3.8B)

09290C103

Shares:9.7K

Value:$470.8K

% of Portfolio:0.0% ($470.8K/$3.8B)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:2.0K

Value:$468.3K

% of Portfolio:0.0% ($468.3K/$3.8B)

464287879

Shares:4.8K

Value:$465.9K

% of Portfolio:0.0% ($465.9K/$3.8B)

233051200

DBEF|233051200

Shares:10.7K

Value:$461.9K

% of Portfolio:0.0% ($461.9K/$3.8B)

72201R718

Shares:4.8K

Value:$460.3K

% of Portfolio:0.0% ($460.3K/$3.8B)

464287630

IWN|464287630

Shares:3.0K

Value:$460.2K

% of Portfolio:0.0% ($460.2K/$3.8B)

97717X263

Shares:12.4K

Value:$454.4K

% of Portfolio:0.0% ($454.4K/$3.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BANK OF AMERICA CORP /DE/(BACcusip060505104)	11.8K	QoQ +2.64% (-303) YoY +122.67% (+6.5K)	All Managers (Combined)	$491.4K	0.0% ($491.4K/$3.8B)	QoQ -2.53% (-$12.8K) YoY +145.04% (+$290.9K)
Hilton Worldwide Holdings Inc.(HLTcusip43300A203)	2.1K	QoQ +3.87% (-80) YoY NEW(+2.1K)	All Managers (Combined)	$487.9K	0.0% ($487.9K/$3.8B)	QoQ -4.36% (-$22.3K) YoY NEW(+$487.9K)
PFIZER INC(PFEcusip717081103)	19.3K	QoQ +2.58% (-486) YoY +85.41% (+8.9K)	All Managers (Combined)	$487.9K	0.0% ($487.9K/$3.8B)	QoQ -2.01% (-$10.0K) YoY +69.31% (+$199.7K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	1.6K	QoQ +5.63% (+84) YoY +59.51% (+588)	All Managers (Combined)	$481.6K	0.0% ($481.6K/$3.8B)	QoQ +10.30% (+$45.0K) YoY +95.08% (+$234.7K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	2.3K	QoQ +1.01% (+23) YoY NEW(+2.3K)	All Managers (Combined)	$480.9K	0.0% ($480.9K/$3.8B)	QoQ +0.55% (+$2.7K) YoY NEW(+$480.9K)
S&P Global Inc.(SPGIcusip78409V104)	945	QoQ NEW(+945) YoY NEW(+945)	All Managers (Combined)	$480.2K	0.0% ($480.2K/$3.8B)	QoQ NEW(+$480.2K) YoY NEW(+$480.2K)
(cusip33741X102)✕	14.3K	QoQ NEW(+14.3K) YoY NEW(+14.3K)	All Managers (Combined)	$478.2K	0.0% ($478.2K/$3.8B)	QoQ NEW(+$478.2K) YoY NEW(+$478.2K)
(cusip464288273)✕	7.5K	QoQ +9.39% (+643) YoY NEW(+7.5K)	All Managers (Combined)	$475.5K	0.0% ($475.5K/$3.8B)	QoQ +14.40% (+$59.9K) YoY NEW(+$475.5K)
(cusip37954Y673)✕	12.6K	QoQ NEW(+12.6K) YoY NEW(+12.6K)	All Managers (Combined)	$475.4K	0.0% ($475.4K/$3.8B)	QoQ NEW(+$475.4K) YoY NEW(+$475.4K)
(cusip33735J101)✕	6.2K	QoQ +0.14% (+9) YoY NEW(+6.2K)	All Managers (Combined)	$475.2K	0.0% ($475.2K/$3.8B)	QoQ +0.48% (+$2.3K) YoY NEW(+$475.2K)
Duke Energy CORP(DUKcusip26441C204)	3.9K	QoQ +22.58% (+714) YoY NEW(+3.9K)	All Managers (Combined)	$472.6K	0.0% ($472.6K/$3.8B)	QoQ +38.77% (+$132.1K) YoY NEW(+$472.6K)
(cusip46434V860)✕	9.3K	QoQ +0.71% (+66) YoY -65.65% (-17.8K)	All Managers (Combined)	$471.7K	0.0% ($471.7K/$3.8B)	QoQ +1.08% (+$5.1K) YoY -65.67% (-$902.7K)
(cusip92204A876)✕	2.8K	QoQ -11.39% (-355) YoY NEW(+2.8K)	All Managers (Combined)	$471.6K	0.0% ($471.6K/$3.8B)	QoQ -7.38% (-$37.6K) YoY NEW(+$471.6K)
(cusip09290C103)✕	9.7K	QoQ +21.11% (+1.7K) YoY NEW(+9.7K)	All Managers (Combined)	$470.8K	0.0% ($470.8K/$3.8B)	QoQ +15.23% (+$62.3K) YoY NEW(+$470.8K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	2.0K	QoQ +11.56% (+205) YoY +71.76% (+826)	All Managers (Combined)	$468.3K	0.0% ($468.3K/$3.8B)	QoQ +12.61% (+$52.5K) YoY +59.67% (+$175.0K)
(cusip464287879)✕	4.8K	QoQ -2.76% (-136) YoY -50.88% (-5.0K)	All Managers (Combined)	$465.9K	0.0% ($465.9K/$3.8B)	QoQ -12.73% (-$68.0K) YoY -53.41% (-$534.1K)
(DBEFcusip233051200)	10.7K	QoQ +5.10% (+518) YoY NEW(+10.7K)	All Managers (Combined)	$461.9K	0.0% ($461.9K/$3.8B)	QoQ +9.93% (+$41.7K) YoY NEW(+$461.9K)
(cusip72201R718)✕	4.8K	QoQ +0.20% (+10) YoY NEW(+4.8K)	All Managers (Combined)	$460.3K	0.0% ($460.3K/$3.8B)	QoQ +1.23% (+$5.6K) YoY NEW(+$460.3K)
(IWNcusip464287630)	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$460.2K	0.0% ($460.2K/$3.8B)	QoQ NEW(+$460.2K) YoY NEW(+$460.2K)
(cusip97717X263)✕	12.4K	QoQ +88.85% (+5.8K) YoY NEW(+12.4K)	All Managers (Combined)	$454.4K	0.0% ($454.4K/$3.8B)	QoQ +102.09% (+$229.6K) YoY NEW(+$454.4K)