SIGNATURE ESTATE & INVESTMENT ADVISORS LLC Diversified Active

CIK: 0001079935 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 13, 2022

Total Value ($000): $1,979,136 (100.0% shares, 0.0% debt)

Holdings (168)

GSLC GOLDMAN SACHS ETF TR 14.5%
Value ($000) $287,483 Shares 3,836,179 Est. Cost $59.76 Unrealized
SPDW SPDR INDEX SHS FDS 7.2%
Value ($000) $143,261 Shares 4,967,422 Est. Cost $29.84 Unrealized
VLUE ISHARES TR 6.9%
Value ($000) $135,931 Shares 1,501,662 Est. Cost $81.07 Unrealized
VUG VANGUARD INDEX FDS 6.4%
Value ($000) $126,161 Shares 566,022 Est. Cost $209.48 Unrealized
XLV SELECT SECTOR SPDR TR 3.5%
Value ($000) $68,786 Shares 536,390 Est. Cost $84.41 Unrealized
XLP SELECT SECTOR SPDR TR 3.3%
Value ($000) $64,366 Shares 891,750 Est. Cost $72.20 Unrealized
XLI SELECT SECTOR SPDR TR 3.3%
Value ($000) $64,361 Shares 736,907 Est. Cost $90.06 Unrealized
USFR WISDOMTREE TR 2.9%
Value ($000) $57,047 Shares 1,133,466 Est. Cost $50.33 Unrealized
IGM ISHARES TR 2.8%
Value ($000) $56,198 Shares 190,898 Est. Cost $174.34 Unrealized
AAPL APPLE INC 2.2%
Value ($000) $43,170 Shares 315,753 Est. Cost $92.97 Unrealized +59.9%
MCK MCKESSON CORP 2.1%
Value ($000) $41,318 Shares 126,660 Est. Cost $141.45 Unrealized +122.1%
NEE NEXTERA ENERGY INC 2.0%
Value ($000) $40,442 Shares 522,097 Est. Cost $67.02 Unrealized +2.7%
TMO THERMO FISHER SCIENTIFIC INC 2.0%
Value ($000) $40,018 Shares 73,660 Est. Cost $217.27 Unrealized +150.7%
MSFT MICROSOFT CORP 2.0%
Value ($000) $39,850 Shares 155,159 Est. Cost $236.12 Unrealized +11.6%
PG PROCTER AND GAMBLE CO 2.0%
Value ($000) $39,086 Shares 271,829 Est. Cost $141.93 Unrealized -3.3%
MA MASTERCARD INCORPORATED 1.9%
Value ($000) $37,830 Shares 119,914 Est. Cost $158.01 Unrealized +113.5%
SLYG SPDR SER TR 1.9%
Value ($000) $37,802 Shares 536,199 Est. Cost $77.36 Unrealized
MET METLIFE INC 1.9%
Value ($000) $37,257 Shares 593,355 Est. Cost $59.48 Unrealized -0.4%
ORLY OREILLY AUTOMOTIVE INC 1.9%
Value ($000) $37,084 Shares 58,699 Est. Cost $43.02 Unrealized -0.0%
MS MORGAN STANLEY 1.8%
Value ($000) $36,511 Shares 480,030 Est. Cost $83.39 Unrealized -13.2%
AMZN AMAZON COM INC 1.8%
Value ($000) $36,265 Shares 341,442 Est. Cost $124.59 Unrealized +0.4%
CVX CHEVRON CORP NEW 1.8%
Value ($000) $35,843 Shares 247,568 Est. Cost $81.19 Unrealized +75.8%
AVGO BROADCOM INC 1.8%
Value ($000) $35,278 Shares 72,618 Est. Cost $26.62 Unrealized +96.8%
DIS DISNEY WALT CO 1.8%
Value ($000) $34,751 Shares 368,121 Est. Cost $120.26 Unrealized -9.8%
DE DEERE & CO 1.6%
Value ($000) $32,026 Shares 106,942 Est. Cost $362.15 Unrealized -3.4%
GOOGL ALPHABET INC 1.6%
Value ($000) $31,130 Shares 14,285 Est. Cost $138.19 Unrealized -15.4%
VTV VANGUARD INDEX FDS 1.5%
Value ($000) $30,640 Shares 232,337 Est. Cost $96.73 Unrealized
IDEV ISHARES TR 1.1%
Value ($000) $22,725 Shares 422,871 Est. Cost $62.64 Unrealized
IDV ISHARES TR 0.7%
Value ($000) $14,410 Shares 530,569 Est. Cost $29.99 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.7%
Value ($000) $14,380 Shares 244,464 Est. Cost $67.18 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.7%
Value ($000) $13,315 Shares 326,364 Est. Cost $41.16 Unrealized
SPEM SPDR INDEX SHS FDS 0.6%
Value ($000) $12,716 Shares 365,709 Est. Cost $36.80 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $10,230 Shares 132,868 Est. Cost $48.30 Unrealized +34.5%
PLD PROLOGIS INC. 0.5%
Value ($000) $9,919 Shares 84,308 Est. Cost $69.14 Unrealized +78.4%
USB US BANCORP DEL 0.5%
Value ($000) $9,499 Shares 206,405 Est. Cost $48.77 Unrealized -14.1%
AMAT APPLIED MATLS INC 0.5%
Value ($000) $9,366 Shares 102,945 Est. Cost $59.93 Unrealized +77.0%
XYZ BLOCK INC 0.5%
Value ($000) $9,156 Shares 148,976 Est. Cost $168.51 Unrealized -45.8%
DVYE ISHARES INC 0.4%
Value ($000) $8,702 Shares 327,156 Est. Cost $36.41 Unrealized
FCX FREEPORT-MCMORAN INC 0.4%
Value ($000) $8,226 Shares 281,133 Est. Cost $36.11 Unrealized +5.0%
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $7,175 Shares 172,260 Est. Cost $43.17 Unrealized
TOTL SSGA ACTIVE ETF TR 0.4%
Value ($000) $7,003 Shares 166,011 Est. Cost $48.09 Unrealized
SLYV SPDR SER TR 0.3%
Value ($000) $5,896 Shares 81,427 Est. Cost $77.80 Unrealized
DON WISDOMTREE TR 0.3%
Value ($000) $5,864 Shares 150,434 Est. Cost $48.47 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $4,733 Shares 93,533 Est. Cost $55.48 Unrealized
SPAB SPDR SER TR 0.2%
Value ($000) $4,660 Shares 176,847 Est. Cost $28.85 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $4,508 Shares 44,322 Est. Cost $79.31 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.2%
Value ($000) $4,365 Shares 157,169 Est. Cost $32.34 Unrealized
AVDE AMERICAN CENTY ETF TR 0.2%
Value ($000) $4,354 Shares 85,439 Est. Cost $51.44 Unrealized
DES WISDOMTREE TR 0.2%
Value ($000) $4,113 Shares 145,753 Est. Cost $39.83 Unrealized
MDYV SPDR SER TR 0.2%
Value ($000) $3,819 Shares 63,126 Est. Cost $68.57 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $3,710 Shares 61,469 Est. Cost $76.32 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $3,700 Shares 40,049 Est. Cost $82.44 Unrealized
JMOM J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $3,376 Shares 92,928 Est. Cost $36.33 Unrealized
MDYG SPDR SER TR 0.2%
Value ($000) $3,291 Shares 53,977 Est. Cost $80.26 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $2,905 Shares 30,765 Est. Cost $113.17 Unrealized
IJK ISHARES TR 0.1%
Value ($000) $2,745 Shares 43,068 Est. Cost $98.75 Unrealized
DEM WISDOMTREE TR 0.1%
Value ($000) $2,646 Shares 71,463 Est. Cost $40.15 Unrealized
DOX AMDOCS LTD 0.1%
Value ($000) $2,312 Shares 27,751 Est. Cost $69.88 Unrealized +8.9%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $2,272 Shares 12,046 Est. Cost $135.48 Unrealized
DLTR DOLLAR TREE INC 0.1%
Value ($000) $2,271 Shares 14,577 Est. Cost $105.98 Unrealized +49.5%
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $2,265 Shares 8,082 Est. Cost $267.50 Unrealized -0.9%
WCN WASTE CONNECTIONS INC 0.1%
Value ($000) $2,229 Shares 17,978 Est. Cost $75.90 Unrealized +66.8%
CDW CDW CORP 0.1%
Value ($000) $2,172 Shares 13,786 Est. Cost $89.11 Unrealized +80.2%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $2,101 Shares 8,964 Est. Cost $307.00 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $2,076 Shares 24,510 Est. Cost $75.73 Unrealized 0.0%
EPAM EPAM SYS INC 0.1%
Value ($000) $2,062 Shares 6,994 Est. Cost $249.33 Unrealized +22.5%
JBL JABIL INC 0.1%
Value ($000) $1,982 Shares 38,709 Est. Cost $60.26 Unrealized -4.9%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,924 Shares 5,099 Est. Cost $355.37 Unrealized
FBIN FORTUNE BRANDS HOME & SEC IN 0.1%
Value ($000) $1,841 Shares 30,734 Est. Cost $56.53 Unrealized -2.5%
CRL CHARLES RIV LABS INTL INC 0.1%
Value ($000) $1,825 Shares 8,532 Est. Cost $203.89 Unrealized +19.8%
DKS DICKS SPORTING GOODS INC 0.1%
Value ($000) $1,823 Shares 24,188 Est. Cost $95.73 Unrealized -14.9%
NWSA NEWS CORP NEW 0.1%
Value ($000) $1,816 Shares 116,554 Est. Cost $23.61 Unrealized -24.6%
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $1,782 Shares 49,940 Est. Cost $37.86 Unrealized -11.3%
USHY ISHARES TR 0.1%
Value ($000) $1,584 Shares 45,762 Est. Cost $34.61 Unrealized
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $1,344 Shares 5,707 Est. Cost $168.49 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,317 Shares 4,698 Est. Cost $211.85 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,316 Shares 26,275 Est. Cost $50.09 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $1,302 Shares 12,801 Est. Cost $115.53 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,300 Shares 15,181 Est. Cost $47.16 Unrealized +68.7%
FNDA SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,259 Shares 27,838 Est. Cost $36.04 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $1,251 Shares 7,128 Est. Cost $90.96 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $1,243 Shares 8,660 Est. Cost $146.29 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.1%
Value ($000) $1,221 Shares 27,639 Est. Cost $33.70 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $1,180 Shares 9,107 Est. Cost $81.41 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $1,172 Shares 8,595 Est. Cost $154.06 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $1,163 Shares 1,727 Est. Cost $189.60 Unrealized +44.0%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $1,154 Shares 3,534 Est. Cost $217.50 Unrealized
ICLN ISHARES TR 0.1%
Value ($000) $1,146 Shares 60,164 Est. Cost $16.87 Unrealized
SMLF ISHARES TR 0.1%
Value ($000) $1,143 Shares 24,363 Est. Cost $39.55 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $1,134 Shares 6,956 Est. Cost $116.14 Unrealized +37.9%
BKLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,062 Shares 52,368 Est. Cost $20.28 Unrealized
IJT ISHARES TR 0.1%
Value ($000) $1,035 Shares 9,830 Est. Cost $146.93 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $1,017 Shares 11,426 Est. Cost $118.25 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $938 Shares 29,813 Est. Cost $34.17 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $907 Shares 5,109 Est. Cost $118.91 Unrealized +34.5%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $904 Shares 4,589 Est. Cost $141.09 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $870 Shares 1,802 Est. Cost $231.28 Unrealized +103.0%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $809 Shares 5,335 Est. Cost $22.40 Unrealized -15.9%
DWM WISDOMTREE TR 0.0%
Value ($000) $802 Shares 17,648 Est. Cost $49.37 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $766 Shares 1,492 Est. Cost $153.66 Unrealized +206.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $749 Shares 2,745 Est. Cost $229.43 Unrealized +36.7%
F FORD MTR CO DEL 0.0%
Value ($000) $678 Shares 60,939 Est. Cost $7.14 Unrealized +47.8%
AMGN AMGEN INC 0.0%
Value ($000) $667 Shares 2,744 Est. Cost $165.11 Unrealized +32.4%
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $661 Shares 4,477 Est. Cost $115.06 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $653 Shares 5,800 Est. Cost $133.53 Unrealized -15.4%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $649 Shares 3,847 Est. Cost $181.10 Unrealized 0.0%
GLD SPDR GOLD TR 0.0%
Value ($000) $595 Shares 3,533 Est. Cost $167.67 Unrealized
ESGU ISHARES TR 0.0%
Value ($000) $594 Shares 7,081 Est. Cost $78.90 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $551 Shares 3,128 Est. Cost $129.73 Unrealized
RVTY PERKINELMER INC 0.0%
Value ($000) $551 Shares 3,876 Est. Cost $90.26 Unrealized +64.5%
FJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $544 Shares 15,472 Est. Cost $36.01 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $534 Shares 10,594 Est. Cost $99.95 Unrealized
WMT WALMART INC 0.0%
Value ($000) $532 Shares 4,375 Est. Cost $29.24 Unrealized +50.6%
FLOT ISHARES TR 0.0%
Value ($000) $494 Shares 9,897 Est. Cost $50.52 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $491 Shares 1,295 Est. Cost $417.93 Unrealized
EWBC EAST WEST BANCORP INC 0.0%
Value ($000) $486 Shares 7,499 Est. Cost $26.46 Unrealized +144.5%
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $482 Shares 8,686 Est. Cost $55.49 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $459 Shares 9,045 Est. Cost $41.19 Unrealized -2.6%
LOW LOWES COS INC 0.0%
Value ($000) $452 Shares 2,587 Est. Cost $111.92 Unrealized +60.4%
PFE PFIZER INC 0.0%
Value ($000) $413 Shares 7,888 Est. Cost $29.60 Unrealized +41.9%
IAU ISHARES GOLD TR 0.0%
Value ($000) $396 Shares 11,522 Est. Cost $33.79 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $395 Shares 4,944 Est. Cost $64.79 Unrealized +7.0%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $387 Shares 8,236 Est. Cost $95.18 Unrealized 0.0%
ABBV ABBVIE INC 0.0%
Value ($000) $368 Shares 2,408 Est. Cost $86.68 Unrealized +54.7%
SHY ISHARES TR 0.0%
Value ($000) $365 Shares 4,412 Est. Cost $84.29 Unrealized
V VISA INC 0.0%
Value ($000) $364 Shares 1,851 Est. Cost $156.53 Unrealized +28.5%
HD HOME DEPOT INC 0.0%
Value ($000) $357 Shares 1,302 Est. Cost $243.74 Unrealized +10.4%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $352 Shares 1,548 Est. Cost $230.76 Unrealized -1.9%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $351 Shares 7,032 Est. Cost $63.35 Unrealized
ITA ISHARES TR 0.0%
Value ($000) $350 Shares 3,529 Est. Cost $118.98 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $345 Shares 7,272 Est. Cost $41.31 Unrealized -1.3%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $340 Shares 927 Est. Cost $295.62 Unrealized +37.7%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $332 Shares 2,355 Est. Cost $98.23 Unrealized +19.6%
PEP PEPSICO INC 0.0%
Value ($000) $331 Shares 1,989 Est. Cost $123.43 Unrealized +21.4%
APLE APPLE HOSPITALITY REIT INC 0.0%
Value ($000) $330 Shares 22,481 Est. Cost $18.58 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $318 Shares 1,531 Est. Cost $207.71 Unrealized
BAC BK OF AMERICA CORP 0.0%
Value ($000) $309 Shares 9,929 Est. Cost $24.62 Unrealized +33.0%
LDUR PIMCO ETF TR 0.0%
Value ($000) $308 Shares 3,210 Est. Cost $101.74 Unrealized
MUB ISHARES TR 0.0%
Value ($000) $306 Shares 2,869 Est. Cost $114.94 Unrealized
BA BOEING CO 0.0%
Value ($000) $304 Shares 2,225 Est. Cost $185.72 Unrealized -20.6%
META META PLATFORMS INC 0.0%
Value ($000) $301 Shares 1,865 Est. Cost $251.01 Unrealized -23.7%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $286 Shares 3,709 Est. Cost $91.67 Unrealized
T AT&T INC 0.0%
Value ($000) $283 Shares 13,501 Est. Cost $15.75 Unrealized +3.5%
IWR ISHARES TR 0.0%
Value ($000) $267 Shares 4,132 Est. Cost $64.62 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $265 Shares 4,508 Est. Cost $59.58 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $265 Shares 2,758 Est. Cost $88.52 Unrealized 0.0%
BAB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $264 Shares 9,521 Est. Cost $32.95 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $260 Shares 5,801 Est. Cost $80.50 Unrealized
ESGD ISHARES TR 0.0%
Value ($000) $257 Shares 4,095 Est. Cost $74.07 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $251 Shares 2,304 Est. Cost $93.64 Unrealized +13.3%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $249 Shares 11,865 Est. Cost $20.99 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $247 Shares 11,893 Est. Cost $20.77 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $246 Shares 12,036 Est. Cost $20.44 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $245 Shares 12,703 Est. Cost $19.29 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $244 Shares 12,607 Est. Cost $19.35 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $243 Shares 3,858 Est. Cost $42.83 Unrealized +32.5%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $243 Shares 2,460 Est. Cost $85.41 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $234 Shares 1,846 Est. Cost $152.71 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $229 Shares 1,092 Est. Cost $187.71 Unrealized +7.9%
HON HONEYWELL INTL INC 0.0%
Value ($000) $221 Shares 1,276 Est. Cost $134.05 Unrealized +24.1%
MRK MERCK & CO INC 0.0%
Value ($000) $219 Shares 2,402 Est. Cost $79.21 Unrealized 0.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $209 Shares 845 Est. Cost $226.36 Unrealized 0.0%
ZTS ZOETIS INC 0.0%
Value ($000) $208 Shares 1,210 Est. Cost $156.43 Unrealized +6.6%
MINT PIMCO ETF TR 0.0%
Value ($000) $204 Shares 2,057 Est. Cost $99.55 Unrealized
XNTK SPDR SER TR 0.0%
Value ($000) $202 Shares 1,960 Est. Cost $103.06 Unrealized
AVID BIOSERVICES INC 0.0%
Value ($000) $194 Shares 12,744 Est. Cost $6.53 Unrealized
GAP GAP INC 0.0%
Value ($000) $141 Shares 17,062 Est. Cost $9.87 Unrealized 0.0%
INNOVATE CORP 0.0%
Value ($000) $22 Shares 12,600 Est. Cost $1.75 Unrealized