SIGNATURE ESTATE & INVESTMENT ADVISORS LLC Q1 2024 Filing

Filed May 13, 2024

Portfolio Value

$3.5B

Holdings

176

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (176 positions)

StockValue
FJUNFIRST TR EXCHNG TRADED FD VI
$660K
NVGNUVEEN AMT FREE MUN CR INC F
$649K
GQ9SPDR GOLD TR
$644K
UNHUNITEDHEALTH GROUP INC
$637K
SCHXSCHWAB STRATEGIC TR
$621K
DWDMORGAN STANLEY
$607K
QYLDGLOBAL X FDS
$595K
VOOVANGUARD INDEX FDS
$579K
HDHOME DEPOT INC
$573K
RPGINVESCO EXCHANGE TRADED FD T
$543K
IWRISHARES TR
$540K
DISDISNEY WALT CO
$534K
ITA*ISHARES TR
$516K
SCHFSCHWAB STRATEGIC TR
$489K
VVISA INC
$488K
IHIISHARES TR
$480K
KIESPDR SER TR
$469K
ADBEADOBE INC
$441K
IAU*ISHARES GOLD TR
$427K
VEUVANGUARD INTL EQUITY INDEX F
$412K
PKNREVVITY INC
$407K
GOOGALPHABET INC
$400K
IBMINTERNATIONAL BUSINESS MACHS
$395K
EMLPFIRST TR EXCHANGE-TRADED FD
$370K
BABOEING CO
$356K
SHYISHARES TR
$349K
BACVERIZON COMMUNICATIONS INC
$343K
ESGDISHARES TR
$340K
DDOMINION ENERGY INC
$335K
IWBISHARES TR
$329K
EPAMEPAM SYS INC
$325K
DONSPDR DOW JONES INDL AVERAGE
$319K
ABBVABBVIE INC
$317K
MUBISHARES TR
$307K
TMFGRBB FD INC
$305K
SCHPSCHWAB STRATEGIC TR
$304K
LOWLOWES COS INC
$297K
JEPQJ P MORGAN EXCHANGE TRADED F
$294K
NSCNORFOLK SOUTHN CORP
$293K
DWMWISDOMTREE TR
$290K
PFEPFIZER INC
$288K
APLEAPPLE HOSPITALITY REIT INC
$288K
COSTCOSTCO WHSL CORP NEW
$280K
TFCTRUIST FINL CORP
$269K
KNSLKINSALE CAP GROUP INC
$267K
XNTKSPDR SER TR
$264K
XLFSELECT SECTOR SPDR TR
$261K
IJRISHARES TR
$259K
ARKKARK ETF TR
$256K
BSCOINVESCO EXCH TRD SLF IDX FD
$249K
CELHCELSIUS HLDGS INC
$249K
ADPAUTOMATIC DATA PROCESSING IN
$247K
BSCPINVESCO EXCH TRD SLF IDX FD
$246K
BSCQINVESCO EXCH TRD SLF IDX FD
$244K
BSCRINVESCO EXCH TRD SLF IDX FD
$243K
AMDADVANCED MICRO DEVICES INC
$242K
ABTABBOTT LABS
$240K
COWZPACER FDS TR
$232K
DKNGDRAFTKINGS INC NEW
$221K
ALSALLSTATE CORP
$220K
ESGEISHARES INC
$219K
SHOPSHOPIFY INC
$217K
AXSMAXSOME THERAPEUTICS INC
$210K
CARRCARRIER GLOBAL CORPORATION
$208K
HIGHARTFORD FINL SVCS GROUP INC
$206K
MTUMISHARES TR
$204K
BXBLACKSTONE INC
$203K
BACBANK AMERICA CORP
$201K
TAT&T INC
$195K
SHBISHORE BANCSHARES INC
$133K
PPHMEURAVID BIOSERVICES INC
$85K
AVGOBROADCOM INC
$57K
ORLYOREILLY AUTOMOTIVE INC
$54K
MCKMCKESSON CORP
$53K
TMOTHERMO FISHER SCIENTIFIC INC
$51K
BLKCHFBLACKROCK INC
$15K
PreviousPage 2 of 2