SIGNATURE ESTATE & INVESTMENT ADVISORS LLC Q2 2023 Filing

Filed July 20, 2023

Portfolio Value

$3.0T

Holdings

174

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (174 positions)

StockValue
VOTVANGUARD INDEX FDS
$1.4M
TSLATESLA INC
$1.2M
FNDASCHWAB STRATEGIC TR
$1.2M
VOEVANGUARD INDEX FDS
$1.1M
VBKVANGUARD INDEX FDS
$1.1M
SMLFISHARES TR
$1.1M
IJTISHARES TR
$1.1M
BKLNINVESCO EXCH TRADED FD TR II
$1.0M
JHMMJOHN HANCOCK EXCHANGE TRADED
$1.0M
ELVELEVANCE HEALTH INC
$986K
IJSISHARES TR
$984K
DONWISDOMTREE TR
$934K
BRK/BBERKSHIRE HATHAWAY INC DEL
$928K
FFORD MTR CO DEL
$925K
GSIEGOLDMAN SACHS ETF TR
$896K
DESWISDOMTREE TR
$854K
JMOMJ P MORGAN EXCHANGE TRADED F
$759K
JPMJPMORGAN CHASE & CO
$743K
BAHBOOZ ALLEN HAMILTON HLDG COR
$731K
USHYISHARES TR
$721K
JBLJABIL INC
$713K
DOXAMDOCS LTD
$712K
WMTWALMART INC
$703K
JNJJOHNSON & JOHNSON
$699K
VYMVANGUARD WHITEHALL FDS
$697K
PEPPEPSICO INC
$694K
CDWCDW CORP
$693K
MDLZMONDELEZ INTL INC
$683K
LABORATORY CORP AMER HLDGS
$673K
WCNWASTE CONNECTIONS INC
$669K
CRLCHARLES RIV LABS INTL INC
$660K
TMUST-MOBILE US INC
$645K
FJUNFIRST TR EXCHNG TRADED FD VI
$641K
UNHUNITEDHEALTH GROUP INC
$636K
EPAMEPAM SYS INC
$623K
DKSDICKS SPORTING GOODS INC
$619K
REEVEREST RE GROUP LTD
$618K
AMGNAMGEN INC
$613K
METAMETA PLATFORMS INC
$594K
NULGNUSHARES ETF TR
$593K
GQ9SPDR GOLD TR
$565K
COINCOINBASE GLOBAL INC
$564K
NVGNUVEEN AMT FREE MUN CR INC F
$561K
RPGINVESCO EXCHANGE TRADED FD T
$560K
CRWDCROWDSTRIKE HLDGS INC
$560K
SCHXSCHWAB STRATEGIC TR
$558K
SCHFSCHWAB STRATEGIC TR
$552K
PDIPIMCO MUN INCOME FD
$547K
NULVNUSHARES ETF TR
$532K
ITA*ISHARES TR
$521K
IHIISHARES TR
$515K
SPABSPDR SER TR
$506K
VBVANGUARD INDEX FDS
$505K
XOPSPDR SER TR
$502K
ADBEADOBE SYSTEMS INCORPORATED
$481K
IWRISHARES TR
$469K
PFEPFIZER INC
$468K
PKNREVVITY INC
$460K
HDHOME DEPOT INC
$439K
IJRISHARES TR
$438K
ZIPZIPRECRUITER INC
$429K
VOOVANGUARD INDEX FDS
$427K
BABOEING CO
$421K
VVISA INC
$420K
IWBISHARES TR
$416K
NDQINVESCO QQQ TR
$413K
IVVISHARES TR
$412K
KIESPDR SER TR
$409K
SPHDINVESCO EXCH TRADED FD TR II
$390K
VEUVANGUARD INTL EQUITY INDEX F
$383K
NSCNORFOLK SOUTHN CORP
$381K
IAU*ISHARES GOLD TR
$375K
SHYISHARES TR
$348K
DWMWISDOMTREE TR
$328K
DDOMINION ENERGY INC
$327K
LOWLOWES COS INC
$319K
VXFVANGUARD INDEX FDS
$319K
XLFSELECT SECTOR SPDR TR
$316K
NVSNNOVARTIS AG
$303K
XLISELECT SECTOR SPDR TR
$297K
GOOGALPHABET INC
$281K
APLEAPPLE HOSPITALITY REIT INC
$266K
SPYSPDR S&P 500 ETF TR
$265K
ESGDISHARES TR
$264K
TFCTRUIST FINL CORP
$262K
MCDMCDONALDS CORP
$255K
BSCPINVESCO EXCH TRD SLF IDX FD
$254K
BSCQINVESCO EXCH TRD SLF IDX FD
$253K
QYLDGLOBAL X FDS
$253K
ABTABBOTT LABS
$252K
BSCRINVESCO EXCH TRD SLF IDX FD
$252K
QQQINVESCO EXCH TRD SLF IDX FD
$251K
XNTKSPDR SER TR
$250K
VIGVANGUARD SPECIALIZED FUNDS
$249K
ARKKARK ETF TR
$245K
BSCOINVESCO EXCH TRD SLF IDX FD
$245K
SCHESCHWAB STRATEGIC TR
$244K
ADPAUTOMATIC DATA PROCESSING IN
$240K
ABBVABBVIE INC
$233K
IWFISHARES TR
$224K
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