Portfolio (Quarterly)
Guide ↗
Signal Advisors Wealth, LLC
· CIK 0002010926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | ABBV | ABBVIE INC | Healthcare | 22,938.0 | $5.8M | 0.29% | +11K | +95.2% | $251.64 | +5.6% |
| 62 | VCIT | VANGUARD SCOTTSDALE FDS | — | 68,682.0 | $5.7M | 0.29% | +14K | +25.6% | $82.65 | -1.3% |
| 63 | VGLT | VANGUARD SCOTTSDALE FDS | — | 102,374.0 | $5.6M | 0.28% | +28K | +38.5% | $55.18 | -2.9% |
| 64 | SPSM | SPDR SERIES TRUST | — | 97,507.0 | $5.6M | 0.28% | +13K | +15.8% | $57.67 | -1.1% |
| 65 | VMBS | VANGUARD SCOTTSDALE FDS | — | 114,480.0 | $5.4M | 0.27% | +25K | +28.0% | $46.81 | -0.8% |
| 66 | XLE | SELECT SECTOR SPDR TR | — | 98,704.0 | $5.2M | 0.27% | +24K | +31.3% | $53.11 | +16.9% |
| 67 | UBER | UBER TECHNOLOGIES INC | Technology | 71,760.0 | $5.2M | 0.26% | +1K | +1.6% | $72.16 | +11.3% |
| 68 | JNK | SPDR SERIES TRUST | — | 51,208.0 | $4.9M | 0.25% | +32K | +173.3% | $96.37 | -0.2% |
| 69 | GLD | SPDR GOLD TR | Financial Services | 13,338.0 | $4.9M | 0.25% | +721.0 | +5.7% | $368.38 | +16.2% |
| 70 | SPMD | SPDR SERIES TRUST | — | 72,202.0 | $4.9M | 0.25% | +16K | +27.4% | $67.56 | -1.2% |
| 71 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 11,327.0 | $4.7M | 0.24% | +2K | +20.8% | $415.64 | -4.6% |
| 72 | ACEI | INNOVATOR ETFS TRUST | — | 201,606.0 | $4.7M | 0.24% | +39K | +24.3% | $23.15 | +1.2% |
| 73 | MSI | MOTOROLA SOLUTIONS INC | Technology | 11,191.0 | $4.6M | 0.23% | +1K | +15.1% | $415.30 | +16.9% |
| 74 | HD | HOME DEPOT INC | Consumer Cyclical | 12,642.0 | $4.5M | 0.23% | +4K | +52.0% | $352.69 | -4.2% |
| 75 | CERY | SPDR SERIES TRUST | — | 130,572.0 | $4.4M | 0.22% | +21K | +19.4% | $33.43 | +13.2% |
| 76 | IEMG | ISHARES INC | — | 52,520.0 | $4.4M | 0.22% | +15K | +39.6% | $82.84 | -1.1% |
| 77 | SMLF | ISHARES TR | — | 48,174.0 | $4.3M | 0.22% | +25K | +107.0% | $89.14 | -0.2% |
| 78 | OPPJ | WISDOMTREE TR | — | 74,018.0 | $4.3M | 0.22% | +9K | +13.2% | $57.67 | +0.1% |
| 79 | UNP | UNION PAC CORP | Industrials | 15,490.0 | $4.2M | 0.21% | +7K | +72.5% | $272.00 | +13.8% |
| 80 | DUK | DUKE ENERGY CORP NEW | Utilities | 32,978.0 | $4.2M | 0.21% | +18K | +117.2% | $126.58 | -3.9% |
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%