$1.41 Billion is the total value of SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's 259 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 35.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $216,516,000 | +21.8% | 3,458,722 | +1.5% | 15.34% | +8.3% |
| RPG | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $87,060,000 | +28.5% | 672,330 | -0.7% | 6.17% | +14.2% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $87,038,000 | +150.1% | 3,151,256 | +116.8% | 6.16% | +122.5% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $49,032,000 | +11.5% | 489,982 | -1.3% | 3.47% | -0.9% |
| IGM | Sell | ISHARES TRexpnd tec sc etf | $48,655,000 | +24.8% | 174,304 | -5.3% | 3.45% | +10.9% |
| USMV | Sell | ISHARES TRmsci min vol etf | $45,611,000 | +12.2% | 752,285 | -0.1% | 3.23% | -0.2% |
| QUAL | New | ISHARES TRusa quality fctr | $45,165,000 | – | 470,862 | +100.0% | 3.20% | – |
| AAPL | Sell | APPLE INC | $35,107,000 | +33.1% | 96,237 | -7.2% | 2.49% | +18.4% |
| BSCL | Sell | INVESCO EXCH TRD SLF IDX FD | $34,290,000 | -6.5% | 1,604,590 | -8.3% | 2.43% | -16.9% |
| DWM | Buy | WISDOMTREE TRintl equity fd | $33,325,000 | +29.5% | 752,765 | +15.5% | 2.36% | +15.2% |
| FPEI | Sell | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $31,003,000 | +3.3% | 1,645,594 | -7.2% | 2.20% | -8.1% |
| AMZN | Sell | AMAZON COM INC | $30,600,000 | +26.7% | 11,092 | -10.4% | 2.17% | +12.7% |
| LOW | Sell | LOWES COS INC | $29,849,000 | +44.7% | 220,913 | -7.8% | 2.11% | +28.7% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $29,433,000 | +21.3% | 81,231 | -5.1% | 2.08% | +7.9% |
| AVGO | Sell | BROADCOM INC | $28,902,000 | +30.0% | 91,576 | -2.4% | 2.05% | +15.6% |
| AMAT | Buy | APPLIED MATLS INC | $27,539,000 | +32.5% | 455,560 | +0.4% | 1.95% | +17.9% |
| PLD | Sell | PROLOGIS INC. | $27,538,000 | +12.9% | 295,064 | -2.7% | 1.95% | +0.4% |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $26,975,000 | +5.3% | 355,392 | -17.5% | 1.91% | -6.3% |
| MCK | Buy | MCKESSON CORP | $26,716,000 | +13.9% | 174,139 | +0.4% | 1.89% | +1.3% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $26,701,000 | +21.6% | 90,299 | -0.6% | 1.89% | +8.2% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $26,574,000 | +10.1% | 290,105 | -3.0% | 1.88% | -2.1% |
| WMT | Sell | WALMART INC | $26,045,000 | +1.2% | 217,435 | -4.0% | 1.84% | -10.0% |
| AGG | New | ISHARES TRcore us aggbd et | $24,610,000 | – | 208,191 | +100.0% | 1.74% | – |
| DIS | Buy | DISNEY WALT CO | $24,598,000 | +19.2% | 220,589 | +3.3% | 1.74% | +6.0% |
| FISV | Buy | FISERV INC | $24,378,000 | +3.4% | 249,721 | +0.6% | 1.73% | -8.0% |
| HON | Buy | HONEYWELL INTL INC | $24,373,000 | +13.6% | 168,563 | +5.1% | 1.73% | +1.0% |
| CVX | Sell | CHEVRON CORP NEW | $24,007,000 | +13.3% | 269,039 | -8.0% | 1.70% | +0.8% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $23,790,000 | +27.9% | 418,980 | +4.0% | 1.68% | +13.8% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $21,396,000 | +30.1% | 214,841 | +16.3% | 1.52% | +15.6% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $19,343,000 | +27.4% | 95,713 | -1.2% | 1.37% | +13.3% |
| IDV | Buy | ISHARES TRintl sel div etf | $13,934,000 | +20.8% | 554,705 | +8.6% | 0.99% | +7.4% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSftse dev mkt etf | $13,886,000 | -65.8% | 357,976 | -70.6% | 0.98% | -69.6% |
| DVYE | Buy | ISHARES INCem mkts div etf | $9,693,000 | +33.9% | 309,455 | +20.3% | 0.69% | +19.1% |
| MSFT | Sell | MICROSOFT CORP | $8,475,000 | +27.3% | 41,647 | -1.4% | 0.60% | +13.2% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $6,649,000 | -52.2% | 198,728 | -59.3% | 0.47% | -57.5% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $6,103,000 | +25.2% | 123,157 | +21.2% | 0.43% | +11.3% |
| DON | Sell | WISDOMTREE TRus midcap divid | $5,909,000 | -5.4% | 208,488 | -19.3% | 0.42% | -15.7% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $5,917,000 | +26.1% | 149,372 | +6.8% | 0.42% | +12.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $5,168,000 | +16.0% | 54,944 | +11.0% | 0.37% | +3.1% |
| NEE | Buy | NEXTERA ENERGY INC | $5,022,000 | +2.3% | 20,912 | +2.5% | 0.36% | -9.0% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $4,968,000 | +9.9% | 84,489 | +4.2% | 0.35% | -2.2% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $4,918,000 | +63.5% | 55,271 | +51.7% | 0.35% | +45.0% |
| CI | Buy | CIGNA CORP NEW | $4,862,000 | +8.0% | 25,910 | +2.0% | 0.34% | -3.9% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $4,844,000 | +13.7% | 23,346 | -9.6% | 0.34% | +1.2% |
| IBMN | Sell | ISHARES TRibonds dec 25 | $4,528,000 | -6.8% | 162,441 | -9.6% | 0.32% | -17.1% |
| FMB | Sell | FIRST TR EXCH TRADED FD IIImanagd mun etf | $3,744,000 | -17.3% | 68,056 | -18.7% | 0.26% | -26.6% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $3,732,000 | +31.1% | 75,987 | +9.1% | 0.26% | +16.3% |
| DES | Sell | WISDOMTREE TRus smallcap divd | $3,631,000 | +17.5% | 171,449 | -0.0% | 0.26% | +4.5% |
| MDYV | Sell | SPDR SER TRs&p 400 mdcp val | $3,562,000 | +7.6% | 83,540 | -11.0% | 0.25% | -4.5% |
| IBMM | Sell | ISHARES TRibonds dec | $3,517,000 | -6.4% | 130,316 | -9.3% | 0.25% | -16.7% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $3,378,000 | +8.2% | 42,881 | -2.8% | 0.24% | -4.0% |
| MDYG | Sell | SPDR SER TRs&p 400 mdcp grw | $3,285,000 | +8.3% | 61,069 | -13.8% | 0.23% | -3.7% |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $3,020,000 | -29.7% | 97,859 | -31.1% | 0.21% | -37.4% |
| MUB | New | ISHARES TRnational mun etf | $2,875,000 | – | 24,915 | +100.0% | 0.20% | – |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,834,000 | +114.9% | 9,191 | +79.5% | 0.20% | +91.4% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $2,669,000 | +42.7% | 39,086 | +17.3% | 0.19% | +26.8% |
| PSK | Buy | SPDR SER TRwells fg pfd etf | $2,283,000 | +7.5% | 54,554 | +0.7% | 0.16% | -4.1% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $2,207,000 | -6.5% | 119,781 | -16.8% | 0.16% | -17.0% |
| USFR | Sell | WISDOMTREE TRfloatng rat trea | $2,068,000 | -97.1% | 82,352 | -97.1% | 0.15% | -97.4% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $1,957,000 | +7.2% | 12,503 | -11.7% | 0.14% | -4.1% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $1,821,000 | +0.9% | 11,033 | -22.5% | 0.13% | -10.4% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $1,802,000 | +9.5% | 8,046 | -12.7% | 0.13% | -2.3% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $1,792,000 | +6.5% | 13,478 | -12.1% | 0.13% | -5.2% |
| MGC | Sell | VANGUARD WORLD FDmega cap index | $1,736,000 | +3.5% | 15,861 | -14.1% | 0.12% | -8.2% |
| DOCU | New | DOCUSIGN INC | $1,372,000 | – | 7,967 | +100.0% | 0.10% | – |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,355,000 | +43.7% | 4,861 | +9.2% | 0.10% | +28.0% |
| FBHS | Sell | FORTUNE BRANDS HOME & SEC IN | $1,349,000 | +34.9% | 21,090 | -8.8% | 0.10% | +20.0% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $1,360,000 | -63.0% | 13,372 | -64.0% | 0.10% | -67.2% |
| EPAM | Sell | EPAM SYS INC | $1,359,000 | +8.5% | 5,392 | -20.1% | 0.10% | -4.0% |
| J | Sell | JACOBS ENGR GROUP INC | $1,313,000 | +4.3% | 15,487 | -2.4% | 0.09% | -7.0% |
| CDW | Sell | CDW CORP | $1,308,000 | +21.3% | 11,263 | -2.6% | 0.09% | +8.1% |
| VCLT | Sell | VANGUARD SCOTTSDALE FDSlg-term cor bd | $1,299,000 | -6.8% | 12,220 | -14.8% | 0.09% | -17.1% |
| CRL | Sell | CHARLES RIV LABS INTL INC | $1,273,000 | +24.4% | 7,301 | -10.0% | 0.09% | +11.1% |
| HRC | Sell | HILL ROM HLDGS INC | $1,276,000 | -6.9% | 11,624 | -14.7% | 0.09% | -17.4% |
| GNTX | Sell | GENTEX CORP | $1,252,000 | +9.5% | 48,596 | -5.8% | 0.09% | -2.2% |
| USFD | Sell | US FOODS HLDG CORP | $1,224,000 | +7.0% | 62,062 | -3.9% | 0.09% | -4.4% |
| WCN | Sell | WASTE CONNECTIONS INC | $1,234,000 | +2.7% | 13,165 | -15.0% | 0.09% | -9.4% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $1,223,000 | +1.9% | 12,778 | -13.5% | 0.09% | -9.4% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $1,220,000 | +27.9% | 6,331 | +10.2% | 0.09% | +13.2% |
| BKR | Sell | BAKER HUGHES COMPANYcl a | $1,198,000 | +20.6% | 77,834 | -17.8% | 0.08% | +7.6% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $1,180,000 | +15.0% | 6,949 | -6.7% | 0.08% | +2.4% |
| DISCA | Sell | DISCOVERY INC | $1,141,000 | +6.2% | 54,092 | -2.0% | 0.08% | -5.8% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,136,000 | +32.1% | 4,590 | +1.7% | 0.08% | +17.6% |
| PFPT | Sell | PROOFPOINT INC | $1,123,000 | -9.3% | 10,106 | -16.2% | 0.08% | -19.2% |
| JHMM | Sell | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $1,078,000 | -5.0% | 30,683 | -23.2% | 0.08% | -15.6% |
| AMGN | Buy | AMGEN INC | $1,053,000 | +17.1% | 4,463 | +0.6% | 0.08% | +4.2% |
| MKTX | New | MARKETAXESS HLDGS INC | $1,038,000 | – | 2,072 | +100.0% | 0.07% | – |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $1,036,000 | +24.5% | 8,608 | +3.3% | 0.07% | +10.6% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $1,007,000 | +17.6% | 5,046 | -11.4% | 0.07% | +4.4% |
| RZG | Sell | INVESCO EXCHANGE TRADED FD Ts&p sml600 gwt | $848,000 | +15.5% | 8,455 | -12.2% | 0.06% | +3.4% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $783,000 | +37.6% | 5,373 | +9.1% | 0.06% | +22.2% |
| IDEV | Sell | ISHARES TRcore msci intl | $763,000 | -86.6% | 14,936 | -88.4% | 0.05% | -88.1% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $686,000 | +30.2% | 6,564 | +0.2% | 0.05% | +16.7% |
| ICLN | ISHARES TRgl clean ene etf | $660,000 | +31.2% | 52,705 | 0.0% | 0.05% | +17.5% | |
| DGRO | Sell | ISHARES TRcore div grwth | $567,000 | -98.5% | 15,080 | -98.7% | 0.04% | -98.7% |
| XOM | Buy | EXXON MOBIL CORP | $557,000 | +97.5% | 12,466 | +67.6% | 0.04% | +77.3% |
| TIP | New | ISHARES TRtips bd etf | $506,000 | – | 4,112 | +100.0% | 0.04% | – |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $507,000 | – | 3,100 | +100.0% | 0.04% | – |
| JNJ | Buy | JOHNSON & JOHNSON | $477,000 | +42.4% | 3,392 | +32.7% | 0.03% | +25.9% |
| FSKR | New | FS KKR CAP CORP II | $456,000 | – | 35,365 | +100.0% | 0.03% | – |
| ANTM | Buy | ANTHEM INC | $455,000 | +17.6% | 1,729 | +1.5% | 0.03% | +3.2% |
| PCI | Buy | PIMCO DYNAMIC CR INCOME FD | $436,000 | +70.3% | 23,671 | +55.7% | 0.03% | +55.0% |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $443,000 | – | 6,457 | +100.0% | 0.03% | – |
| ESGU | New | ISHARES TResg msci usa etf | $413,000 | – | 5,898 | +100.0% | 0.03% | – |
| UNH | Buy | UNITEDHEALTH GROUP INC | $401,000 | +36.4% | 1,358 | +15.1% | 0.03% | +21.7% |
| BA | Buy | BOEING CO | $398,000 | +59.2% | 2,171 | +29.4% | 0.03% | +40.0% |
| ITA | New | ISHARES TRus aer def etf | $399,000 | – | 2,425 | +100.0% | 0.03% | – |
| PKI | New | PERKINELMER INC | $380,000 | – | 3,876 | +100.0% | 0.03% | – |
| IHI | New | ISHARES TRu.s. med dvc etf | $377,000 | – | 1,423 | +100.0% | 0.03% | – |
| ADBE | Buy | ADOBE INC | $382,000 | +42.0% | 877 | +3.7% | 0.03% | +28.6% |
| BSJK | Buy | INVESCO EXCH TRD SLF IDX FD | $379,000 | +86.7% | 16,250 | +84.1% | 0.03% | +68.8% |
| T | New | AT&T INC | $369,000 | – | 12,215 | +100.0% | 0.03% | – |
| EWBC | Buy | EAST WEST BANCORP INC | $371,000 | +41.1% | 10,244 | +0.3% | 0.03% | +23.8% |
| INTC | Buy | INTEL CORP | $369,000 | +51.2% | 6,163 | +36.7% | 0.03% | +36.8% |
| VZ | New | VERIZON COMMUNICATIONS INC | $359,000 | – | 6,504 | +100.0% | 0.02% | – |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $355,000 | +10.6% | 1,987 | +13.3% | 0.02% | -3.8% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $343,000 | +51.1% | 242 | +24.1% | 0.02% | +33.3% |
| FB | New | FACEBOOK INCcl a | $304,000 | – | 1,339 | +100.0% | 0.02% | – |
| V | Buy | VISA INC | $306,000 | +45.7% | 1,580 | +21.4% | 0.02% | +29.4% |
| CMCSA | New | COMCAST CORP NEWcl a | $313,000 | – | 8,013 | +100.0% | 0.02% | – |
| SHY | New | ISHARES TR1 3 yr treas bd | $313,000 | – | 3,616 | +100.0% | 0.02% | – |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $290,000 | +27.8% | 2,972 | +6.6% | 0.02% | +16.7% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $276,000 | +17.9% | 16,201 | +4.4% | 0.02% | +5.3% |
| TFC | TRUIST FINL CORP | $279,000 | +21.8% | 7,439 | 0.0% | 0.02% | +11.1% | |
| HD | New | HOME DEPOT INC | $287,000 | – | 1,142 | +100.0% | 0.02% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $262,000 | – | 1,034 | +100.0% | 0.02% | – |
| IEFA | Sell | ISHARES TRcore msci eafe | $252,000 | -90.5% | 4,407 | -91.7% | 0.02% | -91.5% |
| PG | New | PROCTER & GAMBLE CO | $234,000 | – | 1,956 | +100.0% | 0.02% | – |
| APLE | Sell | APPLE HOSPITALITY REIT INC | $232,000 | -41.0% | 24,053 | -43.9% | 0.02% | -48.4% |
| PFE | New | PFIZER INC | $231,000 | – | 7,052 | +100.0% | 0.02% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $218,000 | – | 1,808 | +100.0% | 0.02% | – |
| TPX | New | TEMPUR SEALY INTL INC | $212,000 | – | 2,953 | +100.0% | 0.02% | – |
| PEP | New | PEPSICO INC | $207,000 | – | 1,565 | +100.0% | 0.02% | – |
| PWZ | New | INVESCO EXCH TRADED FD TR IIcalif amt mun | $212,000 | – | 7,779 | +100.0% | 0.02% | – |
| AXSM | New | AXSOME THERAPEUTICS INC | $217,000 | – | 2,632 | +100.0% | 0.02% | – |
| GPS | GAP INC | $131,000 | +79.5% | 10,364 | 0.0% | 0.01% | +50.0% | |
| CDMO | New | AVID BIOSERVICES INC | $83,000 | – | 12,715 | +100.0% | 0.01% | – |
| F | Sell | FORD MTR CO DEL | $76,000 | +24.6% | 12,443 | -1.2% | 0.01% | 0.0% |
| KYN | Sell | KAYNE ANDERSN MLP MIDS INVT | $58,000 | +34.9% | 10,982 | -7.7% | 0.00% | +33.3% |
| CEM | Sell | CLEARBRIDGE MLP AND MIDSTRM | $41,000 | -59.4% | 12,658 | -76.9% | 0.00% | -62.5% |
| GMOLQ | GENERAL MOLY INC | $20,000 | +25.0% | 98,000 | 0.0% | 0.00% | 0.0% | |
| EMO | Exit | CLEARBRIDGE ENERGY MIDSTRM O | $0 | – | -15,167 | -100.0% | -0.00% | – |
| JHMD | Exit | JOHN HANCOCK EXCHANGE TRADEDmulti intl etf | $0 | – | -8,919 | -100.0% | -0.02% | – |
| CHNG | Exit | CHANGE HEALTHCARE INC | $0 | – | -21,274 | -100.0% | -0.02% | – |
| QUS | Exit | SPDR SER TRmsci usa strtgic | $0 | – | -3,062 | -100.0% | -0.02% | – |
| MUNI | Exit | PIMCO ETF TRinter mun bd act | $0 | – | -5,143 | -100.0% | -0.02% | – |
| IEF | Exit | ISHARES TRbarclays 7 10 yr | $0 | – | -2,248 | -100.0% | -0.02% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -8,631 | -100.0% | -0.05% | – |
| PID | Exit | POWERSHARES ETF TRUSTintl divi achi | $0 | – | -57,126 | -100.0% | -0.05% | – |
| IR | Exit | INGERSOLL-RAND PLC | $0 | – | -32,044 | -100.0% | -0.06% | – |
| PXF | Exit | POWERSHARES GLOBAL ETF TRUSTftse rafi dev | $0 | – | -27,347 | -100.0% | -0.07% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -20,557 | -100.0% | -0.07% | – |
| DWX | Exit | SPDR INDEX SHS FDSs&p intl etf | $0 | – | -28,770 | -100.0% | -0.07% | – |
| STOR | Exit | STORE CAP CORP | $0 | – | -56,685 | -100.0% | -0.08% | – |
| LPLA | Exit | LPL FINL HLDGS INC | $0 | – | -19,357 | -100.0% | -0.08% | – |
| EDIV | Exit | SPDR INDEX SHS FDSs&p em mkt div | $0 | – | -56,124 | -100.0% | -0.10% | – |
| DOL | Exit | WISDOMTREE TRintl lrgcap dv | $0 | – | -51,000 | -100.0% | -0.15% | – |
| GSY | Exit | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $0 | – | -47,049 | -100.0% | -0.18% | – |
| IVE | Exit | ISHARESs&p 500 val etf | $0 | – | -24,851 | -100.0% | -0.19% | – |
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:
- View 13F-HR filed 2020-07-21
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 | 2024-01-29 |
| 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 |
| 13F-HR | 2021-10-12 |
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.