SIGNATURE ESTATE & INVESTMENT ADVISORS LLC Q1 2023 Filing
Filed May 3, 2023
Portfolio Value
$2.9B
Holdings
174
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (174 positions)
| Stock | Value |
|---|---|
USHYISHARES TR | $712K |
JPMJPMORGAN CHASE & CO | $677K |
JNJJOHNSON & JOHNSON | $667K |
AMGNAMGEN INC | $661K |
UNHUNITEDHEALTH GROUP INC | $615K |
FJUNFIRST TR EXCHNG TRADED FD VI | $593K |
VOOVANGUARD INDEX FDS | $587K |
NVGNUVEEN AMT FREE MUN CR INC F | $562K |
NULGNUSHARES ETF TR | $554K |
RPGINVESCO EXCHANGE TRADED FD T | $554K |
SCHFSCHWAB STRATEGIC TR | $539K |
COINCOINBASE GLOBAL INC | $535K |
NULVNUSHARES ETF TR | $523K |
CRWDCROWDSTRIKE HLDGS INC | $523K |
IHIISHARES TR | $521K |
PKNPERKINELMER INC | $517K |
VBVANGUARD INDEX FDS | $512K |
GQ9SPDR GOLD TR | $504K |
FLOTISHARES TR | $496K |
ITA*ISHARES TR | $490K |
PDIPIMCO MUN INCOME FD | $487K |
WMTWALMART INC | $459K |
BABOEING CO | $424K |
IVVISHARES TR | $420K |
METAMETA PLATFORMS INC | $417K |
SPHDINVESCO EXCH TRADED FD TR II | $398K |
VVISA INC | $393K |
IWBISHARES TR | $385K |
ZIPZIPRECRUITER INC | $385K |
IAU*ISHARES GOLD TR | $385K |
HDHOME DEPOT INC | $384K |
EWBCEAST WEST BANCORP INC | $377K |
VEUVANGUARD INTL EQUITY INDEX F | $376K |
XLESELECT SECTOR SPDR TR | $362K |
SHYISHARES TR | $350K |
DDOMINION ENERGY INC | $349K |
APLEAPPLE HOSPITALITY REIT INC | $349K |
ADBEADOBE SYSTEMS INCORPORATED | $346K |
XOPSPDR SER TR | $340K |
DWMWISDOMTREE TR | $336K |
IWFISHARES TR | $328K |
ESGDISHARES TR | $326K |
IWRISHARES TR | $325K |
LOWLOWES COS INC | $308K |
NSCNORFOLK SOUTHN CORP | $307K |
DFNMDIMENSIONAL ETF TRUST | $300K |
PFEPFIZER INC | $281K |
MTUMISHARES TR | $280K |
ABBVABBVIE INC | $280K |
XNTKSPDR SER TR | $263K |
TFCTRUIST FINL CORP | $252K |
ARKKARK ETF TR | $251K |
QQQINVESCO EXCH TRD SLF IDX FD | $250K |
BSCOINVESCO EXCH TRD SLF IDX FD | $245K |
ADPAUTOMATIC DATA PROCESSING IN | $244K |
BSCPINVESCO EXCH TRD SLF IDX FD | $244K |
BSCQINVESCO EXCH TRD SLF IDX FD | $243K |
BSCRINVESCO EXCH TRD SLF IDX FD | $243K |
MUNIPIMCO ETF TR | $243K |
SCHESCHWAB STRATEGIC TR | $241K |
PPHMEURAVID BIOSERVICES INC | $239K |
BACBANK AMERICA CORP | $231K |
4I1PHILIP MORRIS INTL INC | $230K |
ABTABBOTT LABS | $227K |
VFHVANGUARD WORLD FDS | $227K |
QYLDGLOBAL X FDS | $226K |
SCHXSCHWAB STRATEGIC TR | $210K |
TAT&T INC | $205K |
DONSPDR DOW JONES INDL AVERAGE | $202K |
AVGOBROADCOM INC | $43K |
ORLYOREILLY AUTOMOTIVE INC | $42K |
TMOTHERMO FISHER SCIENTIFIC INC | $41K |
ONSGBPOUTLOOK THERAPEUTICS INC | $17K |
—DIGITAL MEDIA SOLUTIONS INC | $15K |
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