Portfolio (Quarterly)
Guide ↗
Signal Advisors Wealth, LLC
· CIK 0002010926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | SPYG | SPDR SERIES TRUST | — | 21,991.0 | $2.6M | 0.13% | +10K | +85.9% | $118.99 | +1.0% |
| 122 | RL | RALPH LAUREN CORP | Consumer Cyclical | 6,495.0 | $2.6M | 0.13% | +2K | +45.7% | $401.42 | -9.7% |
| 123 | QCOM | QUALCOMM INC | Technology | 14,101.0 | $2.6M | 0.13% | +6K | +68.3% | $184.79 | -13.1% |
| 124 | CIBR | FIRST TR EXCHANGE-TRADED FD | — | 28,652.0 | $2.6M | 0.13% | +16K | +124.8% | $89.85 | +2.9% |
| 125 | XLG | INVESCO EXCHANGE TRADED FD T | — | 40,572.0 | $2.5M | 0.12% | +2K | +4.9% | $61.23 | +1.4% |
| 126 | HCA | HCA HEALTHCARE INC | Healthcare | 6,142.0 | $2.4M | 0.12% | +3K | +70.4% | $389.88 | +10.0% |
| 127 | SECT | NORTHERN LTS FD TR IV | — | 33,183.0 | $2.4M | 0.12% | +12K | +53.4% | $72.06 | -0.7% |
| 128 | PLTR PUT | PALANTIR TECHNOLOGIES INC | Technology | 20,331.0 | $2.4M | 0.12% | +17K | +555.8% | $116.67 | +48.0% |
| 129 | GOOG | ALPHABET INC | — | 6,607.0 | $2.3M | 0.12% | +748.0 | +12.8% | $353.34 | — |
| 130 | HEFA | ISHARES TR | — | 49,574.0 | $2.3M | 0.12% | +1K | +3.0% | $46.93 | +1.2% |
| 131 | VTIP | VANGUARD MALVERN FDS | — | 46,124.0 | $2.3M | 0.12% | +13K | +41.4% | $50.23 | -0.8% |
| 132 | KNGZ | FIRST TR EXCHANGE TRADED FD | — | 57,800.0 | $2.3M | 0.12% | +11K | +24.1% | $40.07 | +6.3% |
| 133 | TGT | TARGET CORP | Consumer Defensive | 16,722.0 | $2.2M | 0.11% | +13K | +376.3% | $130.61 | +25.1% |
| 134 | SYF | SYNCHRONY FINANCIAL | Financial Services | 28,629.0 | $2.2M | 0.11% | +12K | +75.9% | $76.05 | +6.2% |
| 135 | MRK | MERCK & CO INC | Healthcare | 16,779.0 | $2.2M | 0.11% | +7K | +67.7% | $128.50 | +21.7% |
| 136 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 21,393.0 | $2.1M | 0.10% | +9K | +75.3% | $96.12 | -49.3% |
| 137 | SPAB | SPDR SERIES TRUST | — | 79,770.0 | $2.0M | 0.10% | +2K | +3.1% | $25.52 | -1.0% |
| 138 | — | FIRST TR EXCH TRADED FD III | — | 26,944.0 | $2.0M | 0.10% | +5K | +23.3% | $73.80 | — |
| 139 | DIVO | AMPLIFY ETF TR | — | 42,961.0 | $2.0M | 0.10% | +6K | +16.4% | $45.70 | +6.8% |
| 140 | BOND | PIMCO ETF TR | — | 21,167.0 | $2.0M | 0.10% | +5K | +27.8% | $92.21 | -1.2% |
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%