SE

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

13F
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Last update 2025-05-16 548 Stocks (50 new)
Value $3.80 Bil Turnover 11 %
Countries:
Top Holdings: GSLC(12.54%)VUG(8.66%)TOTL(7.20%)FNDX(4.61%)IGM(4.53%)
Summary Stock Picks Current Portfolio
SIGNATURE ESTATE & INVESTMENT ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
4,328,977
476,533.7
+1.81%
12.540
+0.22%
3.800
+18.17%
+6.39%
13,870.9
 
VUG
Vanguard Growth ETF
886,931
328,891.7
+3.25%
8.660
+0.27%
0.240
+26.60%
+8.48%
165,539.4
 
TOTL
SPDR DoubleLine Total Return Tactical ETF
SPDR DoubleLine Total Return Tactical ETF
6,792,837
273,683.4
+4.70%
7.200
+0.32%
7.580
+0.89%
+3.16%
3,789.7
 
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
7,417,222
175,120.6
-28.61%
4.610
-1.76%
0.990
+13.14%
+5.00%
18,673.5
 
IGM
iShares Expanded Tech Sector ETF
1,897,988
172,090.5
+2.29%
4.530
+0.10%
3.260
+32.07%
+10.59%
6,755.4
 
AAPL
Apple Inc
451,444
100,279.3
+12.82%
2.640
+0.30%
0.000
+8.49%
-15.74%
3,143,842.0
Hardware
MSFT
Microsoft Corp
246,637
92,584.9
+53.08%
2.440
+0.85%
0.000
+35.80%
+19.97%
3,744,069.6
Software
CGGR
Capital Group Growth ETF
2,595,192
88,885.3
-3.44%
2.340
-0.09%
0.860
+25.21%
+9.69%
13,371.0
 
AMZN
Amazon.com Inc
458,725
87,277.0
+30.07%
2.300
+0.53%
0.000
+28.80%
+2.34%
2,383,689.6
Retail - Cyclical
XLF
Financial Select Sector SPDR
1,641,623
81,769.2
+4.48%
2.150
+0.09%
0.170
+12.03%
+8.25%
50,651.0
 

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's Historical Top Holdings Breakdowns

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
2025-03-31
Reduce
Reduce
-1.76%
●
23.03 ($24.17) 25.01
$24.64
1.97%
Reduce -28.61%
7,417,222
-2,971,926
ADBE
Adobe Inc
2025-03-31
Add
Add
+1.63%
●
377.84 ($428.84) 464.11
$362.01
-15.58%
Add 11571.68%
162,353
160,962
XLV
Health Care Select Sector SPDR
2025-03-31
Add
Add
+1.26%
●
137.61 ($145.27) 149.68
$133.88
-7.84%
Add 869.81%
364,977
327,343
CVX
Chevron Corp
2025-03-31
Reduce
Reduce
-1.14%
●
146.71 ($156.54) 167.97
$151.06
-3.50%
Reduce -79.3%
82,097
-314,421
XLY
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
2025-03-31
Reduce
Reduce
-1.11%
●
192.6 ($216.89) 233.2
$219.31
1.12%
Reduce -95.62%
9,035
-197,055
WMT
Walmart Inc
2025-03-31
Reduce
Reduce
-0.96%
●
84.5 ($93.81) 105.05
$95.64
1.96%
Reduce -55.37%
340,585
-422,588
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.85%
●
375.39 ($407.71) 447.2
$503.19
23.42%
Add 53.08%
246,637
85,520
AVGO
Broadcom Inc
2025-03-31
Reduce
Reduce
-0.80%
●
167.43 ($211.65) 244.7
$276.39
30.59%
Reduce -36.07%
244,650
-138,028
ORLY
O'Reilly Automotive Inc
2025-03-31
Reduce
Reduce
-0.75%
●
79.18 ($86.99) 95.51
$91.28
4.94%
Reduce -45.75%
452,055
-25,417
MCK
McKesson Corp
2025-03-31
Reduce
Reduce
-0.69%
●
566.21 ($618.25) 672.99
$711.12
15.02%
Reduce -46.99%
54,736
-48,517

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC Total Holding History ($B)

To

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's Asset Allocation

To

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's Hypothetical Growth since 2025-03-31

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's Holdings Heat Map

Size field:

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's Holdings Bubble Chart

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC News

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