Signature Estate & Investment Advisors LLC
Investment Portfolio & 13F Holdings Analysis
About
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 893 holdings worth $3.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
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:
Search and click to pin securities to the top
Page 1 of 28
78467V848
Shares:
6792837(+4.7%)
Value:
$273.7B(+7.1%)
464287549
Shares:
1897988(+2.3%)
Value:
$172.1B(-9.2%)
14020G101
Shares:
2595192(-3.4%)
Value:
$88.9B(-11.0%)
81369Y605
Shares:
1641623(+4.5%)
Value:
$81.8B(+7.7%)
81369Y209
Shares:
364977(+869.8%)
Value:
$53.3B(+929.3%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
4.3M | All Managers (Combined) | $476.5M | |||
886.9K | All Managers (Combined) | $328.9M | |||
(cusip78467V848)✕ | 6.8M | All Managers (Combined) | $273.7M | ||
7.4M | All Managers (Combined) | $175.1M | |||
(cusip464287549)✕ | 1.9M | All Managers (Combined) | $172.1M | ||
Apple Inc.(AAPLcusip037833100) | 451.4K | All Managers (Combined) | $100.3M | ||
Microsoft Corp(MSFTcusip594918104) | 246.6K | All Managers (Combined) | $92.6M | ||
(cusip14020G101)✕ | 2.6M | All Managers (Combined) | $88.9M | ||
Amazon Com Inc(AMZNcusip023135106) | 458.7K | All Managers (Combined) | $87.3M | ||
(cusip81369Y605)✕ | 1.6M | All Managers (Combined) | $81.8M | ||
Mastercard Inc(MAcusip57636Q104) | 141.3K | All Managers (Combined) | $77.4M | ||
Salesforce, Inc.(CRMcusip79466L302) | 257.9K | All Managers (Combined) | $69.2M | ||
891.7K | YoY NEW(+891.7K) | All Managers (Combined) | $65.0M | YoY NEW(+$65.0M) | |
Alphabet Inc.(GOOGLcusip02079K305) | 416.9K | All Managers (Combined) | $64.5M | ||
Adobe Inc.(ADBEcusip00724F101) | 162.4K | All Managers (Combined) | $62.3M | ||
104.9K | All Managers (Combined) | $60.4M | |||
Metlife Inc(METcusip59156R108) | 683.3K | All Managers (Combined) | $54.9M | ||
(cusip81369Y209)✕ | 365.0K | All Managers (Combined) | $53.3M | ||
303.2K | All Managers (Combined) | $52.4M | |||
30.1K | All Managers (Combined) | $43.2M |