| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2011 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WISDOMTREE TRUST | 45 | Q2 2024 | 3.9% |
| APPLE INC | 45 | Q2 2024 | 2.9% |
| VANGUARD INDEX FDS | 45 | Q2 2024 | 2.9% |
| VANGUARD INDEX FDS | 45 | Q2 2024 | 2.9% |
| ISHARES TR | 45 | Q2 2024 | 2.8% |
| VANGUARD INDEX FDS | 45 | Q2 2024 | 1.2% |
| WISDOMTREE TRUST | 45 | Q2 2024 | 0.6% |
| UNITEDHEALTH GROUP INC | 44 | Q2 2024 | 2.9% |
| ISHARES TR | 43 | Q2 2024 | 1.6% |
| SPDR SER TR | 43 | Q2 2024 | 0.4% |
View SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-20 |
| 13F-HR | 2024-07-26 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-13 |
View SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.