Signature Estate & Investment Advisors LLC
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
- CIK
- 0001079935
- Manager Name
- Signature Estate & Investment Advisors LLC
Data Enrichment
63% identified567 identified326 unidentified
Holdings
893 positions
Manager:
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Page 2 of 28
46435G326
Shares:
529168(+26.5%)
Value:
$36.5B(+35.2%)
81369Y506
Shares:
387861(-13.1%)
Value:
$36.2B(-5.2%)
81369Y886
Shares:
389636(+9.2%)
Value:
$30.7B(+13.7%)
46654Q203
Shares:
485351(-2.1%)
Value:
$25.1B(-10.1%)
78463X509
Shares:
613468(+17.0%)
Value:
$24.2B(+20.0%)
78463X848
Shares:
569021(+14.7%)
Value:
$16.8B(+21.4%)
97717W315
Shares:
380271(+8.1%)
Value:
$16.0B(+12.3%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
84.9K | All Managers (Combined) | $42.3M | |||
Broadcom Inc.(AVGOcusip11135F101) | 244.7K | All Managers (Combined) | $41.0M | ||
1.0M | All Managers (Combined) | $37.2M | |||
Mckesson Corp(MCKcusip58155Q103) | 54.7K | All Managers (Combined) | $36.8M | ||
519.1K | All Managers (Combined) | $36.8M | |||
(cusip46435G326)✕ | 529.2K | All Managers (Combined) | $36.5M | ||
(cusip81369Y506)✕ | 387.9K | YoY NEW(+387.9K) | All Managers (Combined) | $36.2M | YoY NEW(+$36.2M) |
(cusip81369Y886)✕ | 389.6K | YoY NEW(+389.6K) | All Managers (Combined) | $30.7M | YoY NEW(+$30.7M) |
Walmart Inc.(WMTcusip931142103) | 340.6K | All Managers (Combined) | $29.9M | ||
(cusip46654Q203)✕ | 485.4K | All Managers (Combined) | $25.1M | ||
(cusip78463X509)✕ | 613.5K | All Managers (Combined) | $24.2M | ||
275.3K | All Managers (Combined) | $20.3M | |||
Blackrock, Inc.(BLKcusip09290D101) | 20.2K | YoY NEW(+20.2K) | All Managers (Combined) | $19.1M | YoY NEW(+$19.1M) |
(cusip78463X848)✕ | 569.0K | All Managers (Combined) | $16.8M | ||
29.7K | All Managers (Combined) | $16.6M | |||
(cusip97717W315)✕ | 380.3K | All Managers (Combined) | $16.0M | ||
Eli Lilly & Co(LLYcusip532457108) | 18.5K | YoY NEW(+18.5K) | All Managers (Combined) | $15.3M | YoY NEW(+$15.3M) |
Kkr & Co. Inc.(KKRcusip48251W104) | 131.5K | YoY NEW(+131.5K) | All Managers (Combined) | $15.2M | YoY NEW(+$15.2M) |
27.0K | All Managers (Combined) | $15.2M | |||
502.9K | YoY NEW(+502.9K) | All Managers (Combined) | $14.1M | YoY NEW(+$14.1M) |