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
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
- Manager Name
- Signature-Estate--Investment-Advisors
Data Enrichment
63% identified567 identified326 unidentified
Holdings
893 positions • $3.8B total value
Manager:
Search and click to pin securities to the top
Page 9 of 28
25434V864
Shares:33.8K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$3.8B)
00764Q595
Shares:64.7K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$3.8B)
97717Y527
Shares:31.5K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$3.8B)
464288711
Shares:22.9K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$3.8B)
808524508
Shares:60.2K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$3.8B)
46434G889
Shares:33.7K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$3.8B)
46138G508
Shares:75.5K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$3.8B)
33733E302
Shares:7.0K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$3.8B)
81369Y704
Shares:11.8K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.8B)
25434V666
Shares:46.8K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.8B)
00764Q579
Shares:58.3K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.8B)
25434V831
Shares:40.5K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.8B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip25434V864)✕ | 33.8K | QoQ +0.59% (+200)YoY NEW(+33.8K) | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$3.8B) | YoY NEW(+$1.6M) |
(cusip00764Q595)✕ | 64.7K | YoY NEW(+64.7K) | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$3.8B) | YoY NEW(+$1.6M) |
| 6.0K | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$3.8B) | |||
| 20.4K | QoQ -1.14% (-237)YoY NEW(+20.4K) | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$3.8B) | YoY NEW(+$1.6M) | |
(cusip97717Y527)✕ | 31.5K | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$3.8B) | ||
(cusip464288711)✕ | 22.9K | QoQ -1.27% (-296)YoY NEW(+22.9K) | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$3.8B) | YoY NEW(+$1.6M) |
(cusip808524508)✕ | 60.2K | QoQ -1.14% (-695)YoY NEW(+60.2K) | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$3.8B) | YoY NEW(+$1.6M) |
(cusip46434G889)✕ | 33.7K | QoQ -1.22% (-418)YoY NEW(+33.7K) | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$3.8B) | YoY NEW(+$1.6M) |
(cusip46138G508)✕ | 75.5K | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$3.8B) | ||
(cusip33733E302)✕ | 7.0K | QoQ -5.10% (-378)YoY NEW(+7.0K) | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$3.8B) | YoY NEW(+$1.6M) |
| 4.4K | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$3.8B) | |||
(cusip81369Y704)✕ | 11.8K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.8B) | ||
| 6.3K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.8B) | |||
SPDR GOLD TRUST(GLDcusip78463V107) | 5.2K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.8B) | ||
| 12.5K | YoY NEW(+12.5K) | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.8B) | YoY NEW(+$1.5M) | |
(cusip25434V666)✕ | 46.8K | YoY NEW(+46.8K) | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$3.8B) | YoY NEW(+$1.4M) |
(cusip00764Q579)✕ | 58.3K | YoY NEW(+58.3K) | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$3.8B) | YoY NEW(+$1.4M) |
| 8.2K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$3.8B) | |||
AbbVie Inc.(ABBVcusip00287Y109) | 6.5K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$3.8B) | ||
(cusip25434V831)✕ | 40.5K | YoY NEW(+40.5K) | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$3.8B) | YoY NEW(+$1.3M) |