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 | EJAN | INNOVATOR ETFS TRUST | — | 53,465.0 | $1.9M | 0.10% | +3K | +5.6% | $36.00 | +2.4% |
| 142 | EJUL | INNOVATOR ETFS TRUST | — | 60,933.0 | $1.9M | 0.10% | +3K | +5.5% | $31.24 | +0.4% |
| 143 | FID | FIRST TR EXCHANGE TRADED FD | — | 86,686.0 | $1.9M | 0.09% | +18K | +25.8% | $21.46 | +8.5% |
| 144 | CI | THE CIGNA GROUP | Healthcare | 6,541.0 | $1.8M | 0.09% | +3K | +79.1% | $275.68 | +1.3% |
| 145 | DLTR | DOLLAR TREE INC | Consumer Defensive | 14,828.0 | $1.8M | 0.09% | +6K | +77.7% | $120.95 | +11.2% |
| 146 | HELO | J P MORGAN EXCHANGE TRADED F | — | 26,320.0 | $1.8M | 0.09% | +16K | +158.6% | $67.58 | +2.8% |
| 147 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 41,753.0 | $1.8M | 0.09% | +6K | +16.3% | $42.34 | +18.7% |
| 148 | TDSB | EXCHANGE LISTED FDS TR | — | 71,713.0 | $1.8M | 0.09% | +37K | +103.8% | $24.54 | +2.7% |
| 149 | AZO | AUTOZONE INC | Consumer Cyclical | 544.0 | $1.7M | 0.09% | +155.0 | +39.9% | $3196.00 | -5.3% |
| 150 | QFLR | INNOVATOR ETFS TRUST | — | 47,552.0 | $1.7M | 0.09% | +8K | +20.5% | $36.48 | -4.2% |
| 151 | MA | MASTERCARD INCORPORATED | Financial Services | 3,354.0 | $1.7M | 0.09% | +43.0 | +1.3% | $513.64 | +16.7% |
| 152 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 1,792.0 | $1.7M | 0.09% | +770.0 | +75.3% | $935.27 | +2.6% |
| 153 | DDWM | WISDOMTREE TR | — | 35,968.0 | $1.7M | 0.08% | +8K | +26.8% | $46.18 | +3.3% |
| 154 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 32,084.0 | $1.6M | 0.08% | +9K | +37.5% | $51.05 | +34.6% |
| 155 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 3,400.0 | $1.6M | 0.08% | +2K | +97.4% | $477.52 | -12.6% |
| 156 | PYLD | PIMCO ETF TR | — | 59,683.0 | $1.6M | 0.08% | +26K | +79.6% | $26.52 | -0.8% |
| 157 | EMHC | SPDR SERIES TRUST | — | 62,177.0 | $1.6M | 0.08% | +7K | +12.8% | $25.44 | -1.5% |
| 158 | SCHG | SCHWAB STRATEGIC TR | — | 45,767.0 | $1.5M | 0.08% | +3K | +7.7% | $33.84 | +4.4% |
| 159 | BSV | VANGUARD BD INDEX FDS | — | 19,762.0 | $1.5M | 0.08% | +825.0 | +4.4% | $77.91 | -0.2% |
| 160 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 12,399.0 | $1.5M | 0.08% | +6K | +80.4% | $123.11 | +31.4% |
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%