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 | GJUN | FIRST TR EXCHNG TRADED FD VI | — | 18,031.0 | $743K | 0.04% | -3K | -13.4% | $41.19 | +1.6% |
| 62 | AMGN | AMGEN INC | Healthcare | 2,041.0 | $739K | 0.04% | -34.0 | -1.6% | $362.04 | +21.6% |
| 63 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 27,655.0 | $737K | 0.04% | -2K | -6.3% | $26.66 | +7.8% |
| 64 | CB | CHUBB LIMITED | Financial Services | 2,115.0 | $721K | 0.04% | -844.0 | -28.5% | $340.73 | +0.9% |
| 65 | IAUM | ISHARES GOLD TRUST MICRO | Financial Services | 16,799.0 | $672K | 0.03% | -812.0 | -4.6% | $40.01 | +14.4% |
| 66 | CPRY | CALAMOS ETF TR | — | 23,248.0 | $651K | 0.03% | -1K | -4.2% | $27.98 | +0.9% |
| 67 | IYW | ISHARES TR | — | 2,569.0 | $648K | 0.03% | -37.0 | -1.4% | $252.20 | -2.2% |
| 68 | FTSM | FIRST TR EXCHANGE-TRADED FD | — | 10,832.0 | $647K | 0.03% | -4K | -27.9% | $59.73 | +0.3% |
| 69 | IAI | ISHARES TR | — | 3,637.0 | $638K | 0.03% | -182.0 | -4.8% | $175.35 | +11.2% |
| 70 | JBBB | JANUS DETROIT STR TR | — | 13,304.0 | $630K | 0.03% | -1K | -8.4% | $47.35 | +0.5% |
| 71 | SDY | SPDR SERIES TRUST | — | 3,988.0 | $607K | 0.03% | -1K | -23.3% | $152.19 | +4.1% |
| 72 | THRO | BLACKROCK ETF TRUST | — | 14,017.0 | $604K | 0.03% | -8K | -37.6% | $43.11 | +1.0% |
| 73 | ARM | ARM HOLDINGS PLC | Technology | 1,699.0 | $602K | 0.03% | -456.0 | -21.2% | $354.58 | -29.2% |
| 74 | BIV | VANGUARD BD INDEX FDS | — | 7,848.0 | $602K | 0.03% | -7K | -47.9% | $76.70 | -1.2% |
| 75 | JIRE | J P MORGAN EXCHANGE TRADED F | — | 7,268.0 | $600K | 0.03% | -18K | -70.9% | $82.49 | +3.4% |
| 76 | EPD | ENTERPRISE PRODS PARTNERS L | — | 16,090.0 | $591K | 0.03% | -32K | -66.4% | $36.76 | — |
| 77 | — | CALAMOS ETF TR | — | 21,378.0 | $586K | 0.03% | -5K | -20.0% | $27.41 | — |
| 78 | XLF | SELECT SECTOR SPDR TR | — | 10,870.0 | $583K | 0.03% | -43K | -80.0% | $53.61 | +8.7% |
| 79 | VFMO | VANGUARD WELLINGTON FD | — | 2,322.0 | $579K | 0.03% | -621.0 | -21.1% | $249.56 | -7.3% |
| 80 | SMTH | ALPS ETF TR | — | 22,444.0 | $578K | 0.03% | -34K | -60.4% | $25.74 | -1.3% |
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%