Portfolio (Quarterly)
Guide ↗
Signal Advisors Wealth, LLC
· CIK 0002010926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 321 | EMXC | ISHARES INC | — | 2,902.0 | $297K | 0.01% | +222.0 | +8.3% | $102.31 | -3.9% |
| 322 | BLK | BLACKROCK INC | Financial Services | 307.0 | $295K | 0.01% | +38.0 | +14.1% | $960.59 | +22.5% |
| 323 | EMR | EMERSON ELEC CO | Industrials | 2,014.0 | $288K | 0.01% | +461.0 | +29.7% | $143.13 | +8.2% |
| 324 | FRO | FRONTLINE PLC | Energy | 8,207.0 | $286K | 0.01% | +2K | +28.5% | $34.79 | +24.9% |
| 325 | MDT | MEDTRONIC PLC | Healthcare | 3,645.0 | $285K | 0.01% | +837.0 | +29.8% | $78.24 | +16.5% |
| 326 | SYSB | ISHARES TR | — | 3,172.0 | $281K | 0.01% | +262.0 | +9.0% | $88.72 | -1.0% |
| 327 | FCNCA | FIRST CTZNS BANCSHARES INC D | Financial Services | 133.0 | $277K | 0.01% | +21.0 | +18.8% | $2082.26 | +3.7% |
| 328 | TMUS | T-MOBILE US INC | Communication Services | 1,648.0 | $276K | 0.01% | +48.0 | +3.0% | $167.70 | +8.3% |
| 329 | DES | WISDOMTREE TR | — | 6,635.0 | $270K | 0.01% | +1K | +18.0% | $40.68 | -0.3% |
| 330 | LOW | LOWES COS INC | Consumer Cyclical | 1,206.0 | $266K | 0.01% | +299.0 | +33.0% | $220.43 | -2.6% |
| 331 | DSU | BLACKROCK DEBT STRATEGIES FD | Financial Services | 26,500.0 | $257K | 0.01% | +11K | +71.0% | $9.70 | -2.9% |
| 332 | ECL | ECOLAB INC | Basic Materials | 901.0 | $251K | 0.01% | +65.0 | +7.8% | $278.71 | +3.9% |
| 333 | PEY | INVESCO EXCHANGE TRADED FD T | — | 10,769.0 | $250K | 0.01% | +715.0 | +7.1% | $23.18 | +8.5% |
| 334 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 1,834.0 | $243K | 0.01% | +147.0 | +8.7% | $132.52 | +4.3% |
| 335 | MCK | MCKESSON CORP | Healthcare | 305.0 | $230K | 0.01% | +69.0 | +29.2% | $754.87 | +19.9% |
| 336 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 4,862.0 | $208K | 0.01% | +358.0 | +8.0% | $42.68 | +16.8% |
| 337 | — | LEIDOS HOLDINGS INC | — | 1,944.0 | $200K | 0.01% | +256.0 | +15.2% | $102.95 | — |
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%