Signature Estate & Investment Advisors LLC

Filing Details

13F-HR2025-03-31
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 LLC
Data Enrichment
63% identified
567 identified326 unidentified

Holdings

893 positions
Manager:
Search and click to pin securities to the top
Page 8 of 28
808524870
Shares:
74053(+77.1%)
Value:
$2.0B(+84.3%)
464288620
Shares:
38167(+14.4%)
Value:
$1.9B(+16.2%)
NORTHROP GRUMMAN CORP /DE/
Shares:
3769(-0.8%)
Value:
$1.9B(+8.2%)
UNITEDHEALTH GROUP INC
Shares:
3661(-0.7%)
Value:
$1.9B(+2.9%)
INTERNATIONAL BUSINESS MACHINES CORP
Shares:
7643(-1.6%)
Value:
$1.9B(+11.3%)
46434V290
Shares:
29242(-11.0%)
Value:
$1.8B(-18.1%)
464287325
Shares:
19923(+0.0%)
Value:
$1.8B(+6.1%)
33734X119
Shares:
27495(+0.1%)
Value:
$1.8B(+2.1%)
33739P103
Shares:
27998(+8.3%)
Value:
$1.8B(+5.5%)
81369Y407
Shares:
9035(-95.6%)
Value:
$1.8B(-96.1%)
69374H568
Shares:
62395(-1.8%)
Value:
$1.8B(-4.3%)
69374H881
Shares:
32286(+5.0%)
Value:
$1.8B(+1.9%)
JOHNSON & JOHNSON
Shares:
10615(-0.3%)
Value:
$1.8B(+14.3%)
AMGEN INC
Shares:
5576(+50.5%)
Value:
$1.7B(+79.9%)
46654Q609
Shares:
23438(+3.3%)
Value:
$1.7B(-5.9%)
464286533
Shares:
29642(-18.4%)
Value:
$1.7B(-17.9%)
45783Y855
Shares:
54797(+9.0%)
Value:
$1.7B(+8.9%)
78464A631
Shares:
10689(+2.8%)
Value:
$1.7B(-0.4%)
922908637
Shares:
6635(-1.3%)
Value:
$1.7B(-5.9%)
Philip Morris International Inc.
Shares:
10493(-3.8%)
Value:
$1.7B(+26.9%)