Portfolio (Quarterly)
Guide ↗
Signal Advisors Wealth, LLC
· CIK 0002010926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 341 | MO | ALTRIA GROUP INC | Consumer Defensive | 10,326.0 | $743K | 0.04% | -15K | -59.6% | $71.95 | -3.9% |
| 342 | GJUN | FIRST TR EXCHNG TRADED FD VI | — | 18,031.0 | $743K | 0.04% | -3K | -13.4% | $41.19 | +1.6% |
| 343 | INTL | NORTHERN LTS FD TR IV | — | 24,259.0 | $742K | 0.04% | +14K | +141.9% | $30.59 | +2.8% |
| 344 | AMGN | AMGEN INC | Healthcare | 2,041.0 | $739K | 0.04% | -34.0 | -1.6% | $362.04 | +21.6% |
| 345 | OKE | ONEOK INC NEW | Energy | 8,498.0 | $739K | 0.04% | +77.0 | +0.9% | $86.94 | +9.2% |
| 346 | USMV | ISHARES TR | — | 7,649.0 | $738K | 0.04% | — | — | $96.46 | +5.3% |
| 347 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 27,655.0 | $737K | 0.04% | -2K | -6.3% | $26.66 | +7.8% |
| 348 | CB | CHUBB LIMITED | Financial Services | 2,115.0 | $721K | 0.04% | -844.0 | -28.5% | $340.73 | +0.9% |
| 349 | IMFL | INVESCO EXCH TRD SLF IDX FD | — | 20,882.0 | $717K | 0.04% | +6K | +44.8% | $34.34 | +2.3% |
| 350 | VT | VANGUARD INTL EQUITY INDEX F | — | 4,529.0 | $711K | 0.04% | +2K | +69.4% | $156.94 | +2.5% |
| 351 | KMI | KINDER MORGAN INC DEL | Energy | 22,173.0 | $709K | 0.04% | +2K | +10.8% | $31.97 | +0.2% |
| 352 | PAVE | GLOBAL X FDS | — | 11,848.0 | $698K | 0.04% | +3K | +41.0% | $58.92 | -4.6% |
| 353 | MISL | FIRST TR EXCHANGE-TRADED FD | — | 15,096.0 | $691K | 0.04% | NEW | — | $45.77 | -1.9% |
| 354 | MPLX | MPLX LP | Energy | 12,197.0 | $687K | 0.04% | +753.0 | +6.6% | $56.33 | +5.3% |
| 355 | IJR | ISHARES TR | — | 4,535.0 | $673K | 0.03% | +3K | +172.2% | $148.31 | -1.0% |
| 356 | IAUM | ISHARES GOLD TRUST MICRO | Financial Services | 16,799.0 | $672K | 0.03% | -812.0 | -4.6% | $40.01 | +14.4% |
| 357 | YUM | YUM BRANDS INC | Consumer Cyclical | 4,146.0 | $663K | 0.03% | +2K | +138.7% | $159.86 | -3.4% |
| 358 | XMMO | INVESCO EXCHANGE TRADED FD T | — | 3,891.0 | $662K | 0.03% | +2K | +81.8% | $170.14 | -8.0% |
| 359 | IXUS | ISHARES TR | — | 6,923.0 | $661K | 0.03% | +586.0 | +9.2% | $95.44 | +2.7% |
| 360 | IFLR | INNOVATOR ETFS TRUST | — | 12,388.0 | $657K | 0.03% | NEW | — | $53.05 | +2.8% |
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%