$1.85 Billion is the total value of SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's 294 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VHT | VANGUARD WORLD FDShealth car etf | $1,401,000 | +9.6% | 6,263 | 0.0% | 0.08% | -3.8% | |
| ANTM | ANTHEM INC | $555,000 | +19.4% | 1,729 | 0.0% | 0.03% | +3.4% | |
| PKI | PERKINELMER INC | $556,000 | +14.4% | 3,876 | 0.0% | 0.03% | 0.0% | |
| EWBC | EAST WEST BANCORP INC | $382,000 | +54.7% | 7,534 | 0.0% | 0.02% | +40.0% | |
| IAU | ISHARES GOLD TRUSTishares | $293,000 | +0.7% | 16,201 | 0.0% | 0.02% | -11.1% | |
| APLE | APPLE HOSPITALITY REIT INC | $290,000 | +34.3% | 22,481 | 0.0% | 0.02% | +23.1% | |
| CDMO | AVID BIOSERVICES INC | $147,000 | +51.5% | 12,715 | 0.0% | 0.01% | +33.3% |
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 2021-01-13
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.