CIK 1079935
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Institutional 13F holdings & portfolio
Holdings
605
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 351–400 of 605
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DON | WISDOMTREE TR | 11K | $500K+ | SH |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 2K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 10K | $500K+ | SH |
| IWN | ISHARES TR | 3K | $500K+ | SH |
| UITB | VICTORY PORTFOLIOS II | 11K | $500K+ | SH |
| VCRB | VANGUARD MALVERN FDS | 7K | $500K+ | SH |
| TLH | ISHARES TR | 5K | $500K+ | SH |
| TFLO | ISHARES TR | 10K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 1K | $500K+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 6K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 9K | $500K+ | SH |
| TTE | TOTALENERGIES SE | 8K | $500K+ | SH |
| SMTH | ALPS ETF TR | 20K | $500K+ | SH |
| INTU | INTUIT | 773 | $500K+ | SH |
| DIS | DISNEY WALT CO | 4K | $500K+ | SH |
| PEP | PEPSICO INC | 4K | $500K+ | SH |
| RCL | ROYAL CARIBBEAN GROUP | 2K | $500K+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 4K | $500K+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 5K | $100K–$500K | SH |
| KLAC | KLA CORP | 407 | $100K–$500K | SH |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 14K | $100K–$500K | SH |
| KEY | KEYCORP | 24K | $100K–$500K | SH |
| AFMC | FIRST TR EXCHNG TRADED FD VI | 14K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 2K | $100K–$500K | SH |
| ALB | ALBEMARLE CORP | 3K | $100K–$500K | SH |
| IGRO | ISHARES TR | 6K | $100K–$500K | SH |
| SPGP | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| MUB | ISHARES TR | 4K | $100K–$500K | SH |
| FXU | FIRST TR EXCHANGE TRADED FD | 10K | $100K–$500K | SH |
| BNDI | NEOS ETF TRUST | 10K | $100K–$500K | SH |
| VPU | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 5K | $100K–$500K | SH |
| SAP | SAP SE | 2K | $100K–$500K | SH |
| HCI | HCI GROUP INC | 2K | $100K–$500K | SH |
| OIH | VANECK ETF TRUST | 2K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| IGSB | ISHARES TR | 8K | $100K–$500K | SH |
| TBLU | TORTOISE CAPITAL SERIES TRUS | 9K | $100K–$500K | SH |
| ROST | ROSS STORES INC | 2K | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 8K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 5K | $100K–$500K | SH |
| ADBE | ADOBE INC | 1K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 2K | $100K–$500K | SH |
| FXO | FIRST TR EXCHANGE TRADED FD | 7K | $100K–$500K | SH |
| FEX | FIRST TR EXCHANGE-TRADED ALP | 4K | $100K–$500K | SH |
| LDUR | PIMCO ETF TR | 4K | $100K–$500K | SH |
| FXL | FIRST TR EXCHANGE TRADED FD | 2K | $100K–$500K | SH |
| MBB | ISHARES TR | 4K | $100K–$500K | SH |
| PPL | PPL CORP | 12K | $100K–$500K | SH |
| F | FORD MTR CO | 32K | $100K–$500K | SH |