HoldingsChannel.com
Signature Estate & Investment Advisors LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
GOLDMAN SACHS ETF TR (GSLC) 2,885,761 +46,270 $186,622
     GSLC2,885,761+46,270$186,622
RYDEX ETF TRUST (RPG) 990,701 +4,707 $125,601
     RPG990,701+4,707$125,601
WISDOMTREE TR 4,589,738 +204,544 $115,019
     USFR4,589,738+204,544$115,019
VANGUARD TAX MANAGED INTL FD (VEA) 1,244,064 -60,225 $54,813
     VEA1,244,064-60,225$54,813
SELECT SECTOR SPDR TR (XLV) 500,301 -187,589 $50,961
     XLV500,301-187,589$50,961
ISHARES TR (USMV) 746,505 -231,549 $48,971
     USMV746,505-231,549$48,971
ISHARES TR (DGRO) 1,133,166 +1,133,166 $47,672
     DGRO1,133,166+1,133,166$47,672
ISHARES TR (IGM) 188,245 -70,640 $45,583
     IGM188,245-70,640$45,583
INVESCO EXCH TRD SLF IDX FD 1,718,363 +100,205 $41,120
     BSJK1,718,363+100,205$41,120
SPDR INDEX SHS FDS (SPDW) 1,264,664 +110,093 $39,647
     SPDW1,264,664+110,093$39,647
WISDOMTREE TR 647,095 -9,527 $34,607
     DWM647,095-9,527$34,607
APPLE INC 116,339 -22,387 $34,163
     AAPL116,339-22,387$34,163
MASTERCARD INC 98,074 -1,297 $29,284
     MA98,074-1,297$29,284
THERMO FISHER SCIENTIFIC INC 89,864 -2,858 $29,194
     TMO89,864-2,858$29,194
FISERV INC 248,412 -1,043 $28,724
     FISV248,412-1,043$28,724
BROADCOM INC 90,397 +1,627 $28,567
     AVGO90,397+1,627$28,567
WAL MART STORES INC 235,664 -4,927 $28,006
     WMT235,664-4,927$28,006
DISNEY WALT CO 191,496 -443 $27,696
     DIS191,496-443$27,696
INTERCONTINENTAL EXCHANGE IN (ICE) 297,807 +1,222 $27,562
     ICE297,807+1,222$27,562
PROLOGIS INC 308,780 -22,483 $27,525
     PLD308,780-22,483$27,525
HONEYWELL INTL INC 155,392 +2,842 $27,504
     HON155,392+2,842$27,504
FIRST TR EXCH TRADED FD III (FPEI) 1,351,123 +759,278 $27,104
     FPEI1,351,123+759,278$27,104
COMCAST CORP NEW 597,165 +4,111 $26,855
     CMCSA597,165+4,111$26,855
CHEVRON CORP NEW 220,583 +6,470 $26,582
     CVX220,583+6,470$26,582
LOWES COS INC 219,450 +219,450 $26,281
     LOW219,450+219,450$26,281
MCKESSON CORP 185,629 +4,529 $25,676
     MCK185,629+4,529$25,676
APPLIED MATLS INC 415,547 +415,547 $25,365
     AMAT415,547+415,547$25,365
BOOKING HLDGS INC 11,549 +11,549 $23,719
     BKNG11,549+11,549$23,719
SPDR SERIES TRUST (SLYG) 280,852 +9,519 $18,121
     SLYG280,852+9,519$18,121
VANGUARD INDEX FDS (VTV) 149,826 -203 $17,957
     VTV149,826-203$17,957
CLEARBRIDGE ENERGY MLP FD IN 1,468,058 -48,696 $16,530
     CEM1,468,058-48,696$16,530
VANGUARD INDEX FDS (VUG) 89,452 -3,612 $16,295
     VUG89,452-3,612$16,295
ISHARES (IDV) 465,611 -9,395 $15,631
     IDV465,611-9,395$15,631
SPDR INDEX SHS FDS (SPEM) 406,706 -9,236 $15,288
     SPEM406,706-9,236$15,288
UBS AG JERSEY BRH 707,150 +7,703 $13,733
     MLPI707,150+7,703$13,733
KAYNE ANDERSON MLP INVSMT CO 742,401 -17,937 $10,342
     KYN742,401-17,937$10,342
WISDOMTREE TR 228,631 -2,296 $8,697
     DON228,631-2,296$8,697
ISHARES (DVYE) 213,549 +8,143 $8,674
     DVYE213,549+8,143$8,674
CLEARBRIDGE ENERGY MIDSTRM O 902,977 +191,853 $7,594
     EMO902,977+191,853$7,594
ISHARES TR (IDEV) 126,988 -4,464 $7,387
     IDEV126,988-4,464$7,387
MICROSOFT CORP 45,962 -266 $7,248
     MSFT45,962-266$7,248
JPMORGAN CHASE & CO 45,189 -1,827 $6,299
     JPM45,189-1,827$6,299
ISHARES TR (IJT) 30,911 +1,721 $5,975
     IJT30,911+1,721$5,975
ISHARES TR (IBMN) 210,360 +210,360 $5,717
     IBMN210,360+210,360$5,717
NEXTERA ENERGY INC 23,030 -666 $5,577
     NEE23,030-666$5,577
INGERSOLL RAND PLC 41,054 +1,094 $5,457
     IR41,054+1,094$5,457
VANGUARD INTL EQUITY INDEX F (VWO) 121,790 -5,747 $5,416
     VWO121,790-5,747$5,416
SSGA ACTIVE ETF TR (TOTL) 107,156 +4,441 $5,250
     TOTL107,156+4,441$5,250
FIRST TR EXCHANG TRADED FD I (FMB) 94,169 +11,429 $5,231
     FMB94,169+11,429$5,231
ISHARES (IVW) 26,659 -571 $5,162
     IVW26,659-571$5,162

See Full List: All Stocks Held By Signature Estate & Investment Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Signature Estate & Investment Advisors LLC

Size ($ in 1000's)
At 12/31/2019: $1,619,536
At 09/30/2019: $1,513,733

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

Signature Estate & Investment Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.