SIGNATURE ESTATE & INVESTMENT ADVISORS LLC Diversified Active

CIK: 0001079935 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 1, 2019

Total Value ($000): $1,131,354 (100.0% shares, 0.0% debt)

Holdings (172)

RPG RYDEX ETF TRUST 8.0%
Value ($000) $90,253 Shares 905,700 Est. Cost $114.59 Unrealized
GSLC GOLDMAN SACHS ETF TR 6.7%
Value ($000) $75,586 Shares 1,503,012 Est. Cost $54.49 Unrealized
WISDOMTREE TR 4.9%
Value ($000) $55,839 Shares 2,226,417 Est. Cost $25.08 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 4.9%
Value ($000) $55,218 Shares 1,488,352 Est. Cost $41.04 Unrealized
XLV SELECT SECTOR SPDR TR 3.5%
Value ($000) $39,906 Shares 461,292 Est. Cost $71.65 Unrealized
USMV ISHARES TR 3.3%
Value ($000) $37,702 Shares 719,495 Est. Cost $52.41 Unrealized
IGM ISHARES TR 2.9%
Value ($000) $33,300 Shares 193,929 Est. Cost $118.10 Unrealized
XLI SELECT SECTOR SPDR TR 2.8%
Value ($000) $32,007 Shares 496,919 Est. Cost $63.56 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.8%
Value ($000) $31,215 Shares 1,332,283 Est. Cost $23.43 Unrealized
DWM WISDOMTREE TR 2.7%
Value ($000) $30,350 Shares 651,281 Est. Cost $50.13 Unrealized
UNH UNITEDHEALTH GROUP INC 2.0%
Value ($000) $22,479 Shares 90,233 Est. Cost $84.90 Unrealized +176.8%
ICE INTERCONTINENTAL EXCHANGE IN 1.9%
Value ($000) $22,005 Shares 292,116 Est. Cost $50.39 Unrealized +38.7%
DIS DISNEY WALT CO 1.9%
Value ($000) $21,727 Shares 198,150 Est. Cost $106.62 Unrealized +2.3%
TMO THERMO FISHER SCIENTIFIC INC 1.9%
Value ($000) $21,708 Shares 97,003 Est. Cost $150.74 Unrealized +52.8%
MA MASTERCARD INC 1.9%
Value ($000) $21,279 Shares 112,798 Est. Cost $96.99 Unrealized +96.8%
CSCO CISCO SYS INC 1.9%
Value ($000) $21,141 Shares 487,915 Est. Cost $33.85 Unrealized +9.0%
WMT WAL-MART STORES INC 1.9%
Value ($000) $21,047 Shares 225,944 Est. Cost $23.84 Unrealized +20.6%
CAT CATERPILLAR INC DEL 1.8%
Value ($000) $20,739 Shares 163,212 Est. Cost $92.09 Unrealized +21.1%
AAPL APPLE INC 1.8%
Value ($000) $20,142 Shares 127,694 Est. Cost $44.34 Unrealized +3.8%
GOOGL ALPHABET INC 1.8%
Value ($000) $19,918 Shares 19,061 Est. Cost $39.32 Unrealized +36.4%
MCD MCDONALDS CORP 1.8%
Value ($000) $19,883 Shares 111,975 Est. Cost $150.10 Unrealized 0.0%
EXC EXELON CORP 1.7%
Value ($000) $19,684 Shares 436,451 Est. Cost $24.93 Unrealized 0.0%
PLD PROLOGIS INC 1.7%
Value ($000) $19,193 Shares 326,850 Est. Cost $53.13 Unrealized 0.0%
AMZN AMAZON COM INC 1.7%
Value ($000) $19,104 Shares 12,719 Est. Cost $76.14 Unrealized +9.2%
HON HONEYWELL INTL INC 1.7%
Value ($000) $18,814 Shares 142,398 Est. Cost $121.46 Unrealized -3.1%
EOG EOG RES INC 1.6%
Value ($000) $18,298 Shares 209,820 Est. Cost $69.07 Unrealized +16.8%
SPDW SPDR INDEX SHS FDS 1.5%
Value ($000) $17,188 Shares 649,833 Est. Cost $27.99 Unrealized
SPEM SPDR INDEX SHS FDS 1.5%
Value ($000) $16,757 Shares 517,817 Est. Cost $32.97 Unrealized
UBS AG JERSEY BRH 1.5%
Value ($000) $16,496 Shares 834,377 Est. Cost $29.14 Unrealized
VTV VANGUARD INDEX FDS 1.2%
Value ($000) $13,383 Shares 136,636 Est. Cost $88.51 Unrealized
IDV ISHARES 1.2%
Value ($000) $13,233 Shares 460,908 Est. Cost $31.15 Unrealized
VUG VANGUARD INDEX FDS 1.1%
Value ($000) $12,098 Shares 90,059 Est. Cost $115.16 Unrealized
SLYG SPDR SERIES TRUST 1.1%
Value ($000) $11,890 Shares 220,425 Est. Cost $95.02 Unrealized
FLRN SPDR SER TR 1.0%
Value ($000) $11,741 Shares 386,610 Est. Cost $30.37 Unrealized
KAYNE ANDERSON MLP INVSMT CO 1.0%
Value ($000) $11,370 Shares 826,274 Est. Cost $18.92 Unrealized
CLEARBRIDGE ENERGY MLP FD IN 0.9%
Value ($000) $9,708 Shares 932,564 Est. Cost $14.90 Unrealized
DVYE ISHARES 0.7%
Value ($000) $8,476 Shares 226,457 Est. Cost $37.67 Unrealized
DON WISDOMTREE TR 0.7%
Value ($000) $7,870 Shares 248,818 Est. Cost $51.49 Unrealized
IDEV ISHARES TR 0.7%
Value ($000) $7,662 Shares 156,850 Est. Cost $48.85 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $6,681 Shares 175,357 Est. Cost $41.08 Unrealized
JPMORGAN CHASE & CO 0.6%
Value ($000) $6,519 Shares 292,091 Est. Cost $27.47 Unrealized
CLEARBRIDGE ENERGY MIDSTRM O 0.5%
Value ($000) $5,859 Shares 750,229 Est. Cost $7.81 Unrealized
ISHARES TR 0.5%
Value ($000) $5,440 Shares 213,777 Est. Cost $25.45 Unrealized
IVW ISHARES 0.4%
Value ($000) $4,487 Shares 29,782 Est. Cost $104.15 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $4,351 Shares 42,838 Est. Cost $96.32 Unrealized +3.8%
TOTL SSGA ACTIVE ETF TR 0.4%
Value ($000) $4,117 Shares 86,905 Est. Cost $47.37 Unrealized
MDYV SPDR SERIES TRUST 0.4%
Value ($000) $4,110 Shares 92,649 Est. Cost $70.50 Unrealized
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $3,997 Shares 22,995 Est. Cost $28.91 Unrealized +26.8%
NKE NIKE INC 0.3%
Value ($000) $3,815 Shares 51,459 Est. Cost $68.35 Unrealized -0.3%
SYK STRYKER CORP 0.3%
Value ($000) $3,690 Shares 23,541 Est. Cost $126.79 Unrealized +22.1%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $3,633 Shares 37,219 Est. Cost $86.30 Unrealized +1.4%
DES WISDOMTREE TR 0.3%
Value ($000) $3,632 Shares 148,044 Est. Cost $42.66 Unrealized
IJT ISHARES TR 0.3%
Value ($000) $3,556 Shares 22,042 Est. Cost $171.93 Unrealized
VYM VANGUARD WHITEHALL FDS INC 0.3%
Value ($000) $3,469 Shares 44,482 Est. Cost $68.79 Unrealized
SLYV SPDR SERIES TRUST 0.3%
Value ($000) $3,202 Shares 59,494 Est. Cost $87.08 Unrealized
IEFA ISHARES TR 0.3%
Value ($000) $3,182 Shares 57,846 Est. Cost $56.15 Unrealized
BLACKROCK ENH CAP & INC FD 0.3%
Value ($000) $3,179 Shares 225,763 Est. Cost $13.67 Unrealized
MDYG SPDR SERIES TRUST 0.3%
Value ($000) $3,114 Shares 67,927 Est. Cost $82.67 Unrealized
IVE ISHARES 0.3%
Value ($000) $3,016 Shares 29,820 Est. Cost $88.65 Unrealized
FPE FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $2,927 Shares 163,048 Est. Cost $17.95 Unrealized
VOT VANGUARD INDEX FDS 0.3%
Value ($000) $2,857 Shares 23,872 Est. Cost $90.96 Unrealized
DOL WISDOMTREE TR 0.2%
Value ($000) $2,779 Shares 65,349 Est. Cost $43.37 Unrealized
QUS SPDR SER TR 0.2%
Value ($000) $2,640 Shares 36,225 Est. Cost $72.88 Unrealized
FDX FEDEX CORP 0.2%
Value ($000) $2,529 Shares 15,674 Est. Cost $208.29 Unrealized -10.8%
VBK VANGUARD INDEX FDS 0.2%
Value ($000) $2,070 Shares 13,744 Est. Cost $126.04 Unrealized
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $1,952 Shares 20,488 Est. Cost $78.12 Unrealized
FTSL FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $1,833 Shares 40,265 Est. Cost $45.52 Unrealized
EDIV SPDR INDEX SHS FDS 0.2%
Value ($000) $1,771 Shares 59,338 Est. Cost $25.67 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.1%
Value ($000) $1,625 Shares 53,389 Est. Cost $32.71 Unrealized
SPAB SPDR SERIES TRUST 0.1%
Value ($000) $1,574 Shares 56,508 Est. Cost $27.85 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $1,560 Shares 22,503 Est. Cost $83.12 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $1,512 Shares 10,932 Est. Cost $152.08 Unrealized
IJK ISHARES TR 0.1%
Value ($000) $1,438 Shares 7,522 Est. Cost $202.14 Unrealized
SDY SPDR SERIES TRUST 0.1%
Value ($000) $1,430 Shares 15,972 Est. Cost $89.53 Unrealized
PXF POWERSHARES GLOBAL ETF TRUST 0.1%
Value ($000) $1,411 Shares 37,605 Est. Cost $43.00 Unrealized
LDUR PIMCO ETF TR 0.1%
Value ($000) $1,387 Shares 14,039 Est. Cost $98.80 Unrealized
DWX SPDR INDEX SHS FDS 0.1%
Value ($000) $1,290 Shares 36,910 Est. Cost $35.13 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $1,240 Shares 9,395 Est. Cost $128.28 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,229 Shares 14,424 Est. Cost $85.21 Unrealized
AVANGRID INC 0.1%
Value ($000) $1,225 Shares 24,455 Est. Cost $48.99 Unrealized
WCN WASTE CONNECTIONS INC 0.1%
Value ($000) $1,206 Shares 16,248 Est. Cost $60.13 Unrealized +20.4%
POST POST HLDGS INC 0.1%
Value ($000) $1,185 Shares 13,292 Est. Cost $53.05 Unrealized +13.6%
CDW CDW CORP 0.1%
Value ($000) $1,177 Shares 14,520 Est. Cost $68.71 Unrealized +15.0%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,123 Shares 10,324 Est. Cost $85.10 Unrealized -0.4%
STORE CAP CORP 0.1%
Value ($000) $1,112 Shares 39,270 Est. Cost $28.32 Unrealized
SMTC SEMTECH CORP 0.1%
Value ($000) $1,109 Shares 24,184 Est. Cost $47.61 Unrealized 0.0%
PID POWERSHARES ETF TRUST 0.1%
Value ($000) $1,098 Shares 77,678 Est. Cost $15.31 Unrealized
DISCOVERY INC 0.1%
Value ($000) $1,037 Shares 41,931 Est. Cost $31.48 Unrealized
SYNEOS HEALTH INC 0.1%
Value ($000) $1,024 Shares 26,029 Est. Cost $39.34 Unrealized
VIS VANGUARD WORLD FDS 0.1%
Value ($000) $1,007 Shares 8,365 Est. Cost $120.38 Unrealized
JACOBS ENGR GROUP INC DEL 0.1%
Value ($000) $999 Shares 17,094 Est. Cost $74.71 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $995 Shares 3,954 Est. Cost $275.48 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $990 Shares 21,710 Est. Cost $47.81 Unrealized
ISHARES TR 0.1%
Value ($000) $985 Shares 38,462 Est. Cost $25.61 Unrealized
EPAM EPAM SYS INC 0.1%
Value ($000) $967 Shares 8,333 Est. Cost $122.70 Unrealized 0.0%
APLE APPLE HOSPITALITY REIT INC 0.1%
Value ($000) $964 Shares 67,617 Est. Cost $18.58 Unrealized
CNC CENTENE CORP DEL 0.1%
Value ($000) $963 Shares 8,348 Est. Cost $66.95 Unrealized 0.0%
RZG RYDEX ETF TRUST 0.1%
Value ($000) $917 Shares 8,804 Est. Cost $127.02 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $894 Shares 7,836 Est. Cost $99.43 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $882 Shares 6,686 Est. Cost $147.93 Unrealized
VFH VANGUARD WORLD FDS 0.1%
Value ($000) $879 Shares 14,815 Est. Cost $60.45 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $867 Shares 13,992 Est. Cost $56.01 Unrealized
EWBC EAST WEST BANCORP INC 0.1%
Value ($000) $866 Shares 19,885 Est. Cost $26.46 Unrealized +63.1%
SYY SYSCO CORP 0.1%
Value ($000) $853 Shares 13,608 Est. Cost $42.92 Unrealized +29.8%
OPLN KAR AUCTION SVCS INC 0.1%
Value ($000) $841 Shares 17,631 Est. Cost $20.74 Unrealized 0.0%
SVB FINL GROUP 0.1%
Value ($000) $832 Shares 4,381 Est. Cost $189.91 Unrealized
XAR SPDR SERIES TRUST 0.1%
Value ($000) $716 Shares 9,077 Est. Cost $72.97 Unrealized
XBI SPDR SERIES TRUST 0.1%
Value ($000) $699 Shares 9,748 Est. Cost $67.45 Unrealized
FLOT ISHARES TR 0.1%
Value ($000) $649 Shares 12,887 Est. Cost $50.36 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $635 Shares 5,525 Est. Cost $133.57 Unrealized
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $576 Shares 5,776 Est. Cost $100.06 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $498 Shares 12,758 Est. Cost $40.07 Unrealized
JHMD JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $488 Shares 19,134 Est. Cost $25.50 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $478 Shares 2,781 Est. Cost $156.11 Unrealized -3.7%
ISHARES TR 0.0%
Value ($000) $477 Shares 18,801 Est. Cost $25.37 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $452 Shares 6,631 Est. Cost $56.00 Unrealized +0.7%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $445 Shares 3,217 Est. Cost $127.12 Unrealized
V VISA INC 0.0%
Value ($000) $401 Shares 3,041 Est. Cost $114.76 Unrealized +14.5%
GEM GOLDMAN SACHS ETF TR 0.0%
Value ($000) $400 Shares 13,275 Est. Cost $30.13 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $396 Shares 1,938 Est. Cost $196.64 Unrealized +6.2%
ACWX ISHARES TR 0.0%
Value ($000) $383 Shares 9,121 Est. Cost $43.07 Unrealized
BSV VANGUARD BD INDEX FD INC 0.0%
Value ($000) $367 Shares 4,672 Est. Cost $78.55 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $360 Shares 1,371 Est. Cost $209.44 Unrealized +19.4%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $357 Shares 2,763 Est. Cost $78.86 Unrealized +44.7%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $348 Shares 14,601 Est. Cost $23.86 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $333 Shares 5,665 Est. Cost $64.63 Unrealized
BB&T CORP 0.0%
Value ($000) $324 Shares 7,474 Est. Cost $50.47 Unrealized
BAC BANK AMER CORP 0.0%
Value ($000) $324 Shares 13,161 Est. Cost $16.55 Unrealized +37.8%
ADBE ADOBE SYS INC 0.0%
Value ($000) $306 Shares 1,354 Est. Cost $250.94 Unrealized -3.8%
VIOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $298 Shares 2,151 Est. Cost $138.54 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $290 Shares 4,864 Est. Cost $49.92 Unrealized
SHYD VANECK VECTORS ETF TR 0.0%
Value ($000) $277 Shares 11,462 Est. Cost $24.17 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $239 Shares 3,322 Est. Cost $63.31 Unrealized +11.7%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $233 Shares 5,058 Est. Cost $46.42 Unrealized -9.4%
BA BOEING CO 0.0%
Value ($000) $232 Shares 718 Est. Cost $331.49 Unrealized +1.0%
PFE PFIZER INC 0.0%
Value ($000) $230 Shares 5,259 Est. Cost $22.90 Unrealized +31.2%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $228 Shares 2,008 Est. Cost $102.11 Unrealized -13.9%
MUNI PIMCO ETF TR 0.0%
Value ($000) $227 Shares 4,305 Est. Cost $52.73 Unrealized
ESGU ISHARES TR 0.0%
Value ($000) $222 Shares 4,037 Est. Cost $59.42 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $216 Shares 3,846 Est. Cost $32.35 Unrealized +19.4%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $216 Shares 2,937 Est. Cost $60.98 Unrealized +11.5%
GSIE GOLDMAN SACHS ETF TR 0.0%
Value ($000) $216 Shares 8,502 Est. Cost $25.41 Unrealized
ISHARES GOLD TRUST 0.0%
Value ($000) $198 Shares 16,113 Est. Cost $12.00 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $197 Shares 1,682 Est. Cost $106.04 Unrealized -6.6%
TOWN TOWNEBANK PORTSMOUTH VA 0.0%
Value ($000) $194 Shares 8,097 Est. Cost $14.81 Unrealized +85.4%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $188 Shares 3,535 Est. Cost $82.06 Unrealized -19.2%
INTC INTEL CORP 0.0%
Value ($000) $184 Shares 3,931 Est. Cost $40.06 Unrealized +0.3%
RAYTHEON CO 0.0%
Value ($000) $184 Shares 1,201 Est. Cost $153.21 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $183 Shares 4,005 Est. Cost $45.69 Unrealized
TFI SPDR SER TR 0.0%
Value ($000) $177 Shares 3,683 Est. Cost $48.06 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $177 Shares 2,446 Est. Cost $59.66 Unrealized +4.2%
ESGD ISHARES TR 0.0%
Value ($000) $157 Shares 2,742 Est. Cost $57.26 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $155 Shares 3,281 Est. Cost $34.79 Unrealized +10.4%
ABBV ABBVIE INC 0.0%
Value ($000) $151 Shares 1,634 Est. Cost $67.96 Unrealized -4.6%
META FACEBOOK INC 0.0%
Value ($000) $148 Shares 1,130 Est. Cost $112.33 Unrealized +28.1%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $138 Shares 554 Est. Cost $235.62 Unrealized
AMARIN CORP PLC 0.0%
Value ($000) $135 Shares 9,920 Est. Cost $15.87 Unrealized
T AT&T INC 0.0%
Value ($000) $134 Shares 4,705 Est. Cost $14.36 Unrealized -2.4%
GTX GARRETT MOTION INC 0.0%
Value ($000) $134 Shares 10,837 Est. Cost $13.59 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $134 Shares 1,455 Est. Cost $74.75 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $132 Shares 3,887 Est. Cost $29.34 Unrealized +3.7%
IWF ISHARES TR 0.0%
Value ($000) $121 Shares 925 Est. Cost $152.76 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $120 Shares 1,300 Est. Cost $86.53 Unrealized -15.5%
MINT PIMCO ETF TR 0.0%
Value ($000) $119 Shares 1,180 Est. Cost $100.85 Unrealized
EWH ISHARES TR 0.0%
Value ($000) $118 Shares 5,227 Est. Cost $24.30 Unrealized
TMP TOMPKINS FINANCIAL CORPORATI 0.0%
Value ($000) $108 Shares 1,436 Est. Cost $58.96 Unrealized +1.4%
IWD ISHARES TR 0.0%
Value ($000) $107 Shares 963 Est. Cost $124.50 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $106 Shares 1,382 Est. Cost $60.48 Unrealized 0.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $105 Shares 1,596 Est. Cost $59.39 Unrealized 0.0%
CANOPY GROWTH CORP 0.0%
Value ($000) $104 Shares 3,873 Est. Cost $26.85 Unrealized
VIG VANGUARD SPECIALIZED PORTFOL 0.0%
Value ($000) $101 Shares 1,036 Est. Cost $75.72 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $100 Shares 13,104 Est. Cost $6.21 Unrealized 0.0%