Portfolio (Quarterly)
Guide ↗
Signal Advisors Wealth, LLC
· CIK 0002010926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | ITA | ISHARES TR | — | 1,487.0 | $325K | 0.02% | +387.0 | +35.2% | $218.76 | +4.9% |
| 282 | LVHI | LEGG MASON ETF INVT | — | 7,945.0 | $322K | 0.02% | +945.0 | +13.5% | $40.54 | +2.3% |
| 283 | DTM | DT MIDSTREAM INC | Energy | 2,377.0 | $320K | 0.02% | +272.0 | +12.9% | $134.67 | +11.1% |
| 284 | XEL | XCEL ENERGY INC | Utilities | 3,968.0 | $315K | 0.02% | +1K | +43.2% | $79.45 | +2.1% |
| 285 | BALT | INNOVATOR ETFS TRUST | — | 9,245.0 | $309K | 0.02% | +2K | +32.5% | $33.47 | +1.9% |
| 286 | PKG | PACKAGING CORP AMER | Consumer Cyclical | 1,415.0 | $300K | 0.02% | +272.0 | +23.8% | $212.29 | +2.9% |
| 287 | SOXX | ISHARES TR | — | 912.0 | $300K | 0.02% | +107.0 | +13.3% | $328.82 | +73.4% |
| 288 | ITW | ILLINOIS TOOL WKS INC | Industrials | 1,146.0 | $298K | 0.02% | +145.0 | +14.5% | $260.31 | -3.8% |
| 289 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 6,933.0 | $295K | 0.02% | +447.0 | +6.9% | $42.54 | +13.3% |
| 290 | HLT | HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 964.0 | $293K | 0.02% | +43.0 | +4.7% | $303.95 | +6.5% |
| 291 | CORP | PIMCO ETF TR | — | 3,005.0 | $291K | 0.02% | +934.0 | +45.1% | $96.81 | -0.1% |
| 292 | DON | WISDOMTREE TR | — | 5,505.0 | $289K | 0.02% | +420.0 | +8.3% | $52.54 | +5.7% |
| 293 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 4,504.0 | $283K | 0.02% | +280.0 | +6.6% | $62.75 | -8.1% |
| 294 | DE | DEERE & CO | Industrials | 488.0 | $275K | 0.02% | +20.0 | +4.3% | $563.63 | -6.1% |
| 295 | VV | VANGUARD INDEX FDS | — | 914.0 | $273K | 0.02% | +13.0 | +1.4% | $298.92 | +15.5% |
| 296 | DHS | WISDOMTREE TR | — | 2,496.0 | $273K | 0.02% | +56.0 | +2.3% | $109.20 | +3.3% |
| 297 | CFG | CITIZENS FINL GROUP INC | Financial Services | 4,407.0 | $264K | 0.02% | +291.0 | +7.1% | $59.97 | +6.1% |
| 298 | — | LEIDOS HOLDINGS INC | — | 1,688.0 | $262K | 0.02% | +122.0 | +7.8% | $155.49 | — |
| 299 | COF | CAPITAL ONE FINL CORP | Financial Services | 1,421.0 | $259K | 0.02% | +94.0 | +7.1% | $182.41 | +2.2% |
| 300 | SPLV | INVESCO EXCH TRADED FD TR II | — | 3,523.0 | $258K | 0.02% | +300.0 | +9.3% | $73.14 | +1.0% |
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
33.1%
Financial Services
20.1%
Industrials
8.2%
Healthcare
8.0%
Consumer Cyclical
7.7%
Communication Services
7.0%
Energy
6.1%
Consumer Defensive
4.7%
Real Estate
2.3%
Utilities
1.7%