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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Tesla, Inc.

TSLA|88160R101

Shares:14.5K

Value:$3.8M

% of Portfolio:0.1% ($3.8M/$3.8B)

025072802

Shares:52.7K

Value:$3.7M

% of Portfolio:0.1% ($3.7M/$3.8B)

922908629

VO|922908629

Shares:14.2K

Value:$3.7M

% of Portfolio:0.1% ($3.7M/$3.8B)

46137V472

Shares:39.0K

Value:$3.6M

% of Portfolio:0.1% ($3.6M/$3.8B)

46434G103

IEMG|46434G103

Shares:65.4K

Value:$3.5M

% of Portfolio:0.1% ($3.5M/$3.8B)

829658400

Shares:86.7K

Value:$3.5M

% of Portfolio:0.1% ($3.5M/$3.8B)

46429B697

USMV|46429B697

Shares:36.7K

Value:$3.4M

% of Portfolio:0.1% ($3.4M/$3.8B)

92206C870

VCIT|92206C870

Shares:41.5K

Value:$3.4M

% of Portfolio:0.1% ($3.4M/$3.8B)

922908611

VBR|922908611

Shares:18.2K

Value:$3.4M

% of Portfolio:0.1% ($3.4M/$3.8B)

46641Q332

Shares:54.4K

Value:$3.1M

% of Portfolio:0.1% ($3.1M/$3.8B)

97717W604

Shares:96.8K

Value:$3.1M

% of Portfolio:0.1% ($3.1M/$3.8B)

464287804

IJR|464287804

Shares:29.1K

Value:$3.0M

% of Portfolio:0.1% ($3.0M/$3.8B)

921909768

VXUS|921909768

Shares:48.3K

Value:$3.0M

% of Portfolio:0.1% ($3.0M/$3.8B)

92203J407

BNDX|92203J407

Shares:60.7K

Value:$3.0M

% of Portfolio:0.1% ($3.0M/$3.8B)

EXXON MOBIL CORP

XOM|30231G102

Shares:23.6K

Value:$2.8M

% of Portfolio:0.1% ($2.8M/$3.8B)

CSX CORP

CSX|126408103

Shares:94.6K

Value:$2.8M

% of Portfolio:0.1% ($2.8M/$3.8B)

78464A821

Shares:34.4K

Value:$2.7M

% of Portfolio:0.1% ($2.7M/$3.8B)

922908512

VOE|922908512

Shares:17.0K

Value:$2.7M

% of Portfolio:0.1% ($2.7M/$3.8B)

46434V274

Shares:88.5K

Value:$2.7M

% of Portfolio:0.1% ($2.7M/$3.8B)

46434V456

Shares:67.8K

Value:$2.7M

% of Portfolio:0.1% ($2.7M/$3.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Tesla, Inc.(TSLAcusip88160R101)	14.5K	QoQ +1.20% (-172) YoY +116.33% (+7.8K)	All Managers (Combined)	$3.8M	0.1% ($3.8M/$3.8B)	QoQ -35.05% (-$2.0M) YoY +218.94% (+$2.6M)
(cusip025072802)✕	52.7K	QoQ NEW(+52.7K) YoY NEW(+52.7K)	All Managers (Combined)	$3.7M	0.1% ($3.7M/$3.8B)	QoQ NEW(+$3.7M) YoY NEW(+$3.7M)
(VOcusip922908629)	14.2K	QoQ -2.68% (-390) YoY NEW(+14.2K)	All Managers (Combined)	$3.7M	0.1% ($3.7M/$3.8B)	QoQ -4.71% (-$181.2K) YoY NEW(+$3.7M)
(cusip46137V472)✕	39.0K	QoQ +2.93% (-1.1K) YoY NEW(+39.0K)	All Managers (Combined)	$3.6M	0.1% ($3.6M/$3.8B)	QoQ -4.32% (-$161.5K) YoY NEW(+$3.6M)
(IEMGcusip46434G103)	65.4K	QoQ -4.36% (-3.0K) YoY NEW(+65.4K)	All Managers (Combined)	$3.5M	0.1% ($3.5M/$3.8B)	QoQ -1.16% (-$41.5K) YoY NEW(+$3.5M)
(cusip829658400)✕	86.7K	QoQ -0.40% (-351) YoY NEW(+86.7K)	All Managers (Combined)	$3.5M	0.1% ($3.5M/$3.8B)	QoQ +2.30% (-$79.3K) YoY NEW(+$3.5M)
(USMVcusip46429B697)	36.7K	QoQ -0.78% (-292) YoY NEW(+36.7K)	All Managers (Combined)	$3.4M	0.1% ($3.4M/$3.8B)	QoQ +4.65% (-$152.8K) YoY NEW(+$3.4M)
(VCITcusip92206C870)	41.5K	QoQ +0.51% (+214) YoY NEW(+41.5K)	All Managers (Combined)	$3.4M	0.1% ($3.4M/$3.8B)	QoQ +2.38% (+$78.9K) YoY NEW(+$3.4M)
(VBRcusip922908611)	18.2K	QoQ +1.64% (-293) YoY NEW(+18.2K)	All Managers (Combined)	$3.4M	0.1% ($3.4M/$3.8B)	QoQ -4.45% (-$157.6K) YoY NEW(+$3.4M)
(cusip46641Q332)✕	54.4K	QoQ +11.75% (+5.7K) YoY +85.03% (+25.0K)	All Managers (Combined)	$3.1M	0.1% ($3.1M/$3.8B)	QoQ +10.99% (+$307.6K) YoY +82.73% (+$1.4M)
(cusip97717W604)✕	96.8K	QoQ +4.13% (-3.8K) YoY -44.92% (-79.0K)	All Managers (Combined)	$3.1M	0.1% ($3.1M/$3.8B)	QoQ -3.11% (-$99.4K) YoY -46.14% (-$2.7M)
(IJRcusip464287804)	29.1K	QoQ -6.54% (-2.0K) YoY +1140.08% (+26.7K)	All Managers (Combined)	$3.0M	0.1% ($3.0M/$3.8B)	QoQ -15.18% (-$544.5K) YoY +1073.46% (+$2.8M)
(VXUScusip921909768)	48.3K	QoQ -0.01% (-8) YoY NEW(+48.3K)	All Managers (Combined)	$3.0M	0.1% ($3.0M/$3.8B)	QoQ +5.36% (-$152.7K) YoY NEW(+$3.0M)
(BNDXcusip92203J407)	60.7K	QoQ -4.85% (-3.1K) YoY NEW(+60.7K)	All Managers (Combined)	$3.0M	0.1% ($3.0M/$3.8B)	QoQ -5.30% (-$165.9K) YoY NEW(+$3.0M)
EXXON MOBIL CORP(XOMcusip30231G102)	23.6K	QoQ +13.39% (+2.8K) YoY +71.69% (+9.8K)	All Managers (Combined)	$2.8M	0.1% ($2.8M/$3.8B)	QoQ +25.37% (+$567.2K) YoY +75.66% (+$1.2M)
CSX CORP(CSXcusip126408103)	94.6K	QoQ +3.29% (-3.0K) YoY NEW(+94.6K)	All Managers (Combined)	$2.8M	0.1% ($2.8M/$3.8B)	QoQ -5.79% (-$171.3K) YoY NEW(+$2.8M)
(cusip78464A821)✕	34.4K	QoQ -21.86% (-9.6K) YoY -29.84% (-14.6K)	All Managers (Combined)	$2.7M	0.1% ($2.7M/$3.8B)	QoQ -28.54% (-$1.1M) YoY -36.13% (-$1.5M)
(VOEcusip922908512)	17.0K	QoQ +23.45% (+3.2K) YoY +112.03% (+9.0K)	All Managers (Combined)	$2.7M	0.1% ($2.7M/$3.8B)	QoQ +22.52% (+$502.3K) YoY +118.34% (+$1.5M)
(cusip46434V274)✕	88.5K	QoQ -1.85% (-1.7K) YoY NEW(+88.5K)	All Managers (Combined)	$2.7M	0.1% ($2.7M/$3.8B)	QoQ +5.39% (-$139.6K) YoY NEW(+$2.7M)
(cusip46434V456)✕	67.8K	QoQ +129.35% (+38.2K) YoY NEW(+67.8K)	All Managers (Combined)	$2.7M	0.1% ($2.7M/$3.8B)	QoQ +145.23% (+$1.6M) YoY NEW(+$2.7M)