Stock Taper 
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 PPL Corporation | PPL | 14.36K | $522.09K |
 Berkshire Hathaway Inc. | BRK-B | 13.74K | $6.88M |
 NextEra Energy, Inc. | NEE | 13.54K | $1.19M |
 The Procter & Gamble Company | PG | 13.52K | $1.98M |
 Banco Santander, S.A. | SAN | 13.31K | $183.95K |
 Dominion Energy, Inc. | D | 12.95K | $884.03K |
 Ares Capital Corporation | ARCC | 12.82K | $237.65K |
 British American Tobacco p.l.c. | BTI | 12.56K | $776.02K |
 Altria Group, Inc. | MO | 12.48K | $897.99K |
 Tesla, Inc. | TSLA | 12.46K | $5.23M |
 BNY Mellon Strategic Municipal Bond Fund, Inc. | DSM | 12.06K | $74.15K |
 Apple Hospitality REIT, Inc. | APLE | 11.76K | $197.63K |
 Inovio Pharmaceuticals, Inc. | INO | 11.03K | $12.13K |
 Wells Fargo & Company | WFC | 10.95K | $906.62K |
 Truist Financial Corporation | TFC | 10.93K | $544.94K |
 Philip Morris International Inc. | PM | 10.48K | $1.9M |
 Blackstone Inc. | BX | 10.27K | $1.21M |
 CNB Financial Corporation | CCNE | 10.03K | $337.94K |
 ConocoPhillips | COP | 9.65K | $1M |
 Oracle Corporation | ORCL | 9.56K | $1.4M |