Portfolio (Quarterly)
Guide ↗
Signal Advisors Wealth, LLC
· CIK 0002010926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | SHY | ISHARES TR | — | 9,312.0 | $765K | 0.04% | +6K | +187.5% | $82.11 | -0.0% |
| 242 | CWB | SPDR SERIES TRUST | — | 7,089.0 | $764K | 0.04% | +1K | +18.3% | $107.82 | -3.8% |
| 243 | GEV | GE VERNOVA INC | Utilities | 644.0 | $757K | 0.04% | +245.0 | +61.4% | $1175.29 | -21.1% |
| 244 | ACWX | ISHARES TR | — | 9,822.0 | $748K | 0.04% | +2K | +21.7% | $76.11 | +2.8% |
| 245 | INTL | NORTHERN LTS FD TR IV | — | 24,259.0 | $742K | 0.04% | +14K | +141.9% | $30.59 | +3.2% |
| 246 | OKE | ONEOK INC NEW | Energy | 8,498.0 | $739K | 0.04% | +77.0 | +0.9% | $86.94 | +5.5% |
| 247 | IMFL | INVESCO EXCH TRD SLF IDX FD | — | 20,882.0 | $717K | 0.04% | +6K | +44.8% | $34.34 | +3.0% |
| 248 | VT | VANGUARD INTL EQUITY INDEX F | — | 4,529.0 | $711K | 0.04% | +2K | +69.4% | $156.94 | +2.6% |
| 249 | KMI | KINDER MORGAN INC DEL | Energy | 22,173.0 | $709K | 0.04% | +2K | +10.8% | $31.97 | -3.2% |
| 250 | PAVE | GLOBAL X FDS | — | 11,848.0 | $698K | 0.04% | +3K | +41.0% | $58.92 | -5.6% |
| 251 | MPLX | MPLX LP | Energy | 12,197.0 | $687K | 0.04% | +753.0 | +6.6% | $56.33 | +3.6% |
| 252 | IJR | ISHARES TR | — | 4,535.0 | $673K | 0.03% | +3K | +172.2% | $148.31 | -1.1% |
| 253 | YUM | YUM BRANDS INC | Consumer Cyclical | 4,146.0 | $663K | 0.03% | +2K | +138.7% | $159.86 | -2.2% |
| 254 | XMMO | INVESCO EXCHANGE TRADED FD T | — | 3,891.0 | $662K | 0.03% | +2K | +81.8% | $170.14 | -8.6% |
| 255 | IXUS | ISHARES TR | — | 6,923.0 | $661K | 0.03% | +586.0 | +9.2% | $95.44 | +3.1% |
| 256 | MPC | MARATHON PETE CORP | Energy | 2,548.0 | $651K | 0.03% | +71.0 | +2.9% | $255.68 | +38.8% |
| 257 | DTM | DT MIDSTREAM INC | Energy | 4,302.0 | $631K | 0.03% | +2K | +81.0% | $146.73 | -13.6% |
| 258 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 3,484.0 | $630K | 0.03% | +1K | +57.8% | $180.92 | +7.2% |
| 259 | GE | GE AEROSPACE | Industrials | 1,672.0 | $625K | 0.03% | +607.0 | +57.0% | $373.75 | -6.5% |
| 260 | NOBL | PROSHARES TR | — | 11,096.0 | $623K | 0.03% | +7K | +197.4% | $56.16 | +4.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
31.6%
Financial Services
20.2%
Healthcare
9.2%
Consumer Cyclical
9.0%
Industrials
8.4%
Communication Services
7.4%
Energy
4.8%
Consumer Defensive
4.6%
Real Estate
1.9%
Utilities
1.8%