$1.51 Billion is the total value of SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's 292 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EWBC | EAST WEST BANCORP INC | $931,000 | -2.5% | 19,913 | 0.0% | 0.06% | -13.9% | |
| BBT | BB&T CORP | $365,000 | +5.5% | 7,439 | 0.0% | 0.02% | -7.7% | |
| BA | BOEING CO | $322,000 | -4.7% | 886 | 0.0% | 0.02% | -16.0% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $270,000 | -2.2% | 1,958 | 0.0% | 0.02% | -14.3% | |
| AJG | GALLAGHER ARTHUR J & CO | $257,000 | +11.7% | 2,937 | 0.0% | 0.02% | 0.0% | |
| TOWN | TOWNEBANK PORTSMOUTH VA | $221,000 | +10.5% | 8,097 | 0.0% | 0.02% | 0.0% | |
| IAU | ISHARES GOLD TRUSTishares | $209,000 | +8.9% | 15,513 | 0.0% | 0.01% | 0.0% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WISDOMTREE TRUST | 42 | Q3 2023 | 3.9% |
| APPLE INC | 42 | Q3 2023 | 2.9% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 2.9% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 2.9% |
| ISHARES TR | 42 | Q3 2023 | 2.8% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 1.2% |
| WISDOMTREE TRUST | 42 | Q3 2023 | 0.6% |
| UNITEDHEALTH GROUP INC | 41 | Q3 2023 | 2.9% |
| VANGUARD INDEX FDS | 41 | Q3 2023 | 0.2% |
| ISHARES TR | 40 | Q3 2023 | 1.6% |
View SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-01-20 |
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.