Portfolio (Quarterly)
Guide ↗
Signal Advisors Wealth, LLC
· CIK 0002010926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | GJUN | FIRST TR EXCHNG TRADED FD VI | — | 20,823.0 | $821K | 0.06% | NEW | — | $39.42 | +4.0% |
| 22 | CIBR | FIRST TR EXCHANGE-TRADED FD | — | 12,744.0 | $799K | 0.06% | NEW | — | $62.68 | +30.9% |
| 23 | — | FIRST TR EXCHNG TRADED FD VI | — | 20,119.0 | $782K | 0.05% | NEW | — | $38.89 | — |
| 24 | ET | ENERGY TRANSFER L P | Energy | 40,508.0 | $782K | 0.05% | NEW | — | $19.30 | +0.2% |
| 25 | GLW | CORNING INC | Technology | 5,629.0 | $765K | 0.05% | NEW | — | $135.96 | +40.4% |
| 26 | FMAR | FIRST TR EXCHNG TRADED FD VI | — | 15,122.0 | $733K | 0.05% | NEW | — | $48.49 | +7.3% |
| 27 | EQIX | EQUINIX INC | Real Estate | 738.0 | $724K | 0.05% | NEW | — | $980.50 | +9.2% |
| 28 | CBRE | CBRE GROUP INC | Real Estate | 5,193.0 | $703K | 0.05% | NEW | — | $135.46 | -3.9% |
| 29 | KMI | KINDER MORGAN INC DEL | Energy | 20,019.0 | $671K | 0.05% | NEW | — | $33.53 | -3.9% |
| 30 | — | FIRST TR EXCHNG TRADED FD VI | — | 17,942.0 | $666K | 0.05% | NEW | — | $37.12 | — |
| 31 | MPLX | MPLX LP | Energy | 11,444.0 | $653K | 0.04% | NEW | — | $57.07 | -2.4% |
| 32 | HELO | J P MORGAN EXCHANGE TRADED F | — | 10,180.0 | $651K | 0.04% | NEW | — | $63.91 | +6.3% |
| 33 | — | BLACKROCK ETF TRUST | — | 19,822.0 | $637K | 0.04% | NEW | — | $32.15 | — |
| 34 | MPC | MARATHON PETE CORP | Energy | 2,477.0 | $605K | 0.04% | NEW | — | $244.19 | +1.2% |
| 35 | GEN | GEN DIGITAL INC | Technology | 30,456.0 | $573K | 0.04% | NEW | — | $18.83 | +30.6% |
| 36 | VTEB | VANGUARD MUN BD FDS | — | 11,252.0 | $561K | 0.04% | NEW | — | $49.89 | +0.6% |
| 37 | XSEP | FIRST TR EXCHNG TRADED FD VI | — | 13,356.0 | $559K | 0.04% | NEW | — | $41.88 | +5.3% |
| 38 | ACWX | ISHARES TR | — | 8,072.0 | $553K | 0.04% | NEW | — | $68.47 | +11.5% |
| 39 | BLCR | BLACKROCK ETF TRUST | — | 13,351.0 | $548K | 0.04% | NEW | — | $41.06 | +23.2% |
| 40 | SGOL | ETFS GOLD TR | Financial Services | 11,351.0 | $506K | 0.04% | NEW | — | $44.62 | -5.0% |
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%