Portfolio (Quarterly)
Guide ↗
Signal Advisors Wealth, LLC
· CIK 0002010926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | — | GAMESTOP CORP | — | 63,056.0 | $1.5M | 0.10% | +724.0 | +1.2% | $23.04 | — |
| 142 | FID | FIRST TR EXCHANGE TRADED FD | — | 68,886.0 | $1.4M | 0.10% | +36K | +110.0% | $20.95 | +6.2% |
| 143 | GOVT | ISHARES TR | — | 61,349.0 | $1.4M | 0.10% | +34K | +120.5% | $22.91 | -0.9% |
| 144 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 23,334.0 | $1.4M | 0.10% | +7K | +44.1% | $59.03 | +10.0% |
| 145 | EMHC | SPDR SERIES TRUST | — | 55,115.0 | $1.4M | 0.09% | +3K | +5.3% | $24.80 | +1.9% |
| 146 | — | J P MORGAN EXCHANGE TRADED F | — | 26,452.0 | $1.3M | 0.09% | +252.0 | +1.0% | $50.61 | — |
| 147 | FJAN | FIRST TR EXCHNG TRADED FD VI | — | 26,170.0 | $1.3M | 0.09% | +18K | +228.4% | $50.41 | +9.0% |
| 148 | QFLR | INNOVATOR ETFS TRUST | — | 39,469.0 | $1.3M | 0.09% | +6K | +16.5% | $33.30 | +9.6% |
| 149 | SECT | NORTHERN LTS FD TR IV | — | 21,637.0 | $1.3M | 0.09% | +5K | +29.6% | $60.39 | +16.3% |
| 150 | SRLN | SSGA ACTIVE ETF TR | — | 32,443.0 | $1.3M | 0.09% | +636.0 | +2.0% | $40.14 | +1.1% |
| 151 | DJUN | FIRST TR EXCHNG TRADED FD VI | — | 27,424.0 | $1.3M | 0.09% | +16K | +146.5% | $47.04 | +4.3% |
| 152 | DDWM | WISDOMTREE TR | — | 28,373.0 | $1.3M | 0.09% | +8K | +37.5% | $44.11 | +6.0% |
| 153 | DCOR | DIMENSIONAL ETF TRUST | — | 17,337.0 | $1.2M | 0.09% | +5K | +36.0% | $72.08 | +13.1% |
| 154 | SCHG | SCHWAB STRATEGIC TR | — | 42,494.0 | $1.2M | 0.09% | +506.0 | +1.2% | $29.13 | +18.7% |
| 155 | EFG | ISHARES TR | — | 10,895.0 | $1.2M | 0.08% | +3K | +39.1% | $111.37 | +10.0% |
| 156 | T | AT&T INC | Communication Services | 41,841.0 | $1.2M | 0.08% | +25K | +151.6% | $28.99 | -13.6% |
| 157 | MRK | MERCK & CO INC | Healthcare | 10,005.0 | $1.2M | 0.08% | +6K | +142.3% | $120.29 | +0.4% |
| 158 | LMT | LOCKHEED MARTIN CORP | Industrials | 1,958.0 | $1.2M | 0.08% | +359.0 | +22.4% | $604.51 | -12.1% |
| 159 | BIV | VANGUARD BD INDEX FDS | — | 15,052.0 | $1.2M | 0.08% | +4K | +40.2% | $77.18 | -0.7% |
| 160 | SPYG | SPDR SERIES TRUST | — | 11,828.0 | $1.2M | 0.08% | +2K | +21.3% | $97.91 | +22.2% |
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
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%