Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
GOLDMAN SACHS ETF TR (GSLC) | 5,074,216 | +278,369 | $476,012 |
GSLC | 5,074,216 | +278,369 | $476,012 |
FIRST TR EXCHNG TRADED FD VI (FIXD) | 6,034,230 | +176,913 | $269,157 |
FIXD | 6,034,230 | +176,913 | $269,157 |
SSGA ACTIVE ETF TR (TOTL) | 6,661,100 | -658,020 | $268,109 |
TOTL | 6,661,100 | -658,020 | $268,109 |
SPDR INDEX SHS FDS (SPDW) | 6,235,336 | +179,779 | $212,064 |
SPDW | 6,235,336 | +179,779 | $212,064 |
VANGUARD INDEX FDS (VUG) | 654,563 | +3,990 | $203,490 |
VUG | 654,563 | +3,990 | $203,490 |
SCHWAB STRATEGIC TR | 2,717,254 | +89,397 | $168,306 |
FNDX | 2,717,254 | +89,397 | $168,306 |
WISDOMTREE TR | 2,252,641 | +712,473 | $113,172 |
USFR | 2,252,641 | +712,473 | $113,172 |
ISHARES TR (IGM) | 184,907 | -4,429 | $82,872 |
IGM | 184,907 | -4,429 | $82,872 |
SELECT SECTOR SPDR TR (XLV) | 584,011 | +9,132 | $79,647 |
XLV | 584,011 | +9,132 | $79,647 |
ISHARES TR (IUSB) | 1,467,959 | +1,467,959 | $67,629 |
IUSB | 1,467,959 | +1,467,959 | $67,629 |
SELECT SECTOR SPDR TR (XLP) | 915,711 | -113,692 | $65,959 |
XLP | 915,711 | -113,692 | $65,959 |
CAPITAL GROUP GROWTH ETF (CGGR) | 2,212,137 | -48,116 | $62,449 |
CGGR | 2,212,137 | -48,116 | $62,449 |
BROADCOM INC | 51,641 | -2,216 | $57,644 |
AVGO | 51,641 | -2,216 | $57,644 |
APPLE INC | 293,236 | -1,480 | $56,456 |
AAPL | 293,236 | -1,480 | $56,456 |
MICROSOFT CORP | 144,698 | -5,559 | $54,412 |
MSFT | 144,698 | -5,559 | $54,412 |
SPDR SER TR (SLYG) | 643,998 | +19,131 | $53,858 |
SLYG | 643,998 | +19,131 | $53,858 |
AMAZON COM INC | 347,293 | -11,299 | $52,768 |
AMZN | 347,293 | -11,299 | $52,768 |
SALESFORCE INC | 194,134 | +194,134 | $51,084 |
CRM | 194,134 | +194,134 | $51,084 |
MASTERCARD INCORPORATED | 116,088 | -129 | $49,512 |
MA | 116,088 | -129 | $49,512 |
META PLATFORMS INC | 137,731 | +135,637 | $48,751 |
META | 137,731 | +135,637 | $48,751 |
ALPHABET INC | 339,538 | -10,867 | $47,430 |
GOOGL | 339,538 | -10,867 | $47,430 |
MCKESSON CORP | 102,152 | -10,245 | $47,294 |
MCK | 102,152 | -10,245 | $47,294 |
METLIFE INC | 714,967 | +1,156 | $47,281 |
MET | 714,967 | +1,156 | $47,281 |
THERMO FISHER SCIENTIFIC INC | 87,431 | +5,864 | $46,408 |
TMO | 87,431 | +5,864 | $46,408 |
OREILLY AUTOMOTIVE INC | 48,837 | -182 | $46,399 |
ORLY | 48,837 | -182 | $46,399 |
DEERE & CO | 111,125 | +3,216 | $44,436 |
DE | 111,125 | +3,216 | $44,436 |
CHEVRON CORP NEW | 287,689 | +11,170 | $42,911 |
CVX | 287,689 | +11,170 | $42,911 |
CISCO SYS INC | 838,454 | +601,910 | $42,359 |
CSCO | 838,454 | +601,910 | $42,359 |
VANGUARD INDEX FDS (VTV) | 267,499 | +4,945 | $39,990 |
VTV | 267,499 | +4,945 | $39,990 |
ISHARES TR (IDEV) | 599,931 | -3,252 | $38,191 |
IDEV | 599,931 | -3,252 | $38,191 |
WALMART INC | 224,725 | +205,209 | $35,428 |
WMT | 224,725 | +205,209 | $35,428 |
ISHARES TR (AGG) | 264,606 | +245,661 | $26,262 |
AGG | 264,606 | +245,661 | $26,262 |
VANGUARD WHITEHALL FDS (VYMI) | 333,359 | -5,355 | $22,165 |
VYMI | 333,359 | -5,355 | $22,165 |
ISHARES TR (IDV) | 681,343 | -14,983 | $19,071 |
IDV | 681,343 | -14,983 | $19,071 |
VANGUARD TAX MANAGED FDS (VEA) | 326,311 | -1,166 | $15,631 |
VEA | 326,311 | -1,166 | $15,631 |
APPLIED MATLS INC | 95,474 | +1,381 | $15,473 |
AMAT | 95,474 | +1,381 | $15,473 |
BLACKROCK INC | 18,746 | +906 | $15,218 |
BLK | 18,746 | +906 | $15,218 |
PROLOGIS INC. | 113,295 | +11,108 | $15,102 |
PLD | 113,295 | +11,108 | $15,102 |
SPDR INDEX SHS FDS (SPEM) | 424,181 | -92,984 | $15,020 |
SPEM | 424,181 | -92,984 | $15,020 |
FREEPORT MCMORAN INC | 345,917 | +20,894 | $14,726 |
FCX | 345,917 | +20,894 | $14,726 |
SPDR S&P 500 ETF TR (SPY) | 30,887 | +23,354 | $14,681 |
SPY | 30,887 | +23,354 | $14,681 |
NEXTERA ENERGY INC | 223,439 | -391,213 | $13,572 |
NEE | 223,439 | -391,213 | $13,572 |
MERCK & CO INC | 123,494 | +7,598 | $13,463 |
MRK | 123,494 | +7,598 | $13,463 |
PROCTER AND GAMBLE CO | 88,583 | -210,795 | $12,981 |
PG | 88,583 | -210,795 | $12,981 |
WISDOMTREE TR | 317,196 | +88,432 | $12,903 |
DEM | 317,196 | +88,432 | $12,903 |
SPDR SER TR (SLYV) | 100,767 | +2,932 | $8,395 |
SLYV | 100,767 | +2,932 | $8,395 |
FIRST TR EXCH TRADED FD III (FMB) | 140,096 | -3,293 | $7,238 |
FMB | 140,096 | -3,293 | $7,238 |
ISHARES TR (CMF) | 119,441 | +119,441 | $6,920 |
CMF | 119,441 | +119,441 | $6,920 |
WISDOMTREE TR | 140,323 | -1,549 | $6,411 |
DON | 140,323 | -1,549 | $6,411 |
VANGUARD INTL EQUITY INDEX F (VWO) | 155,354 | -30,111 | $6,385 |
VWO | 155,354 | -30,111 | $6,385 |
See Full List: All Stocks Held By Signature Estate & Investment Advisors LLC
— Including:
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Biggest exits
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See Details: Top 10 Stocks Held By Signature Estate & Investment Advisors LLC
Size ($ in 1000's)
At 12/31/2023: $3,399,987 At 09/30/2023: $2,955,880 Combined Holding Report Includes:
Signature Estate & Investment Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Signature Estate & Investment Advisors LLC 13F filings. Link to 13F filings: SEC filings |