Portfolio (Quarterly)
Guide ↗
Signal Advisors Wealth, LLC
· CIK 0002010926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 401 | DGRW | WISDOMTREE TR | — | 5,703.0 | $545K | 0.03% | +942.0 | +19.8% | $95.63 | +3.8% |
| 402 | EME | EMCOR GROUP INC | Industrials | 655.0 | $544K | 0.03% | +4.0 | +0.6% | $830.24 | -8.0% |
| 403 | ORCL | ORACLE CORP | Technology | 3,707.0 | $543K | 0.03% | -2K | -36.9% | $146.54 | +1.6% |
| 404 | DJUN | FIRST TR EXCHNG TRADED FD VI | — | 10,945.0 | $539K | 0.03% | -16K | -60.1% | $49.28 | +1.5% |
| 405 | PSI | INVESCO EXCHANGE TRADED FD T | — | 2,870.0 | $539K | 0.03% | -127.0 | -4.2% | $187.82 | -27.3% |
| 406 | DNOV | FIRST TR EXCHNG TRADED FD VI | — | 10,411.0 | $535K | 0.03% | — | — | $51.35 | +1.8% |
| 407 | RSPT | INVESCO EXCHANGE TRADED FD T | — | 8,237.0 | $531K | 0.03% | +3K | +71.7% | $64.50 | -0.8% |
| 408 | THC | TENET HEALTHCARE CORP | Healthcare | 2,838.0 | $531K | 0.03% | +584.0 | +25.9% | $187.08 | +46.6% |
| 409 | SBAR | SIMPLIFY EXCHANGE TRADED FUN | — | 20,629.0 | $528K | 0.03% | NEW | — | $25.60 | -0.1% |
| 410 | KEY | KEYCORP | Financial Services | 22,826.0 | $526K | 0.03% | +115.0 | +0.5% | $23.05 | -4.2% |
| 411 | STLD | STEEL DYNAMICS INC | Basic Materials | 2,283.0 | $524K | 0.03% | — | — | $229.43 | +2.8% |
| 412 | FAUG | FIRST TR EXCHNG TRADED FD VI | — | 9,227.0 | $521K | 0.03% | -330.0 | -3.5% | $56.51 | +1.9% |
| 413 | SCHO | SCHWAB STRATEGIC TR | — | 21,308.0 | $514K | 0.03% | +4K | +21.5% | $24.14 | -0.2% |
| 414 | AZN | ASTRAZENECA PLC | Healthcare | 2,706.0 | $513K | 0.03% | +245.0 | +10.0% | $189.59 | -12.3% |
| 415 | FOCT | FIRST TR EXCHNG TRADED FD VI | — | 9,787.0 | $512K | 0.03% | -13K | -57.0% | $52.29 | +2.4% |
| 416 | DVN | DEVON ENERGY CORP NEW | Energy | 12,343.0 | $510K | 0.03% | -1K | -9.8% | $41.32 | +13.3% |
| 417 | QTUM | ETF SER SOLUTIONS | — | 3,076.0 | $509K | 0.03% | NEW | — | $165.37 | -10.0% |
| 418 | FTXL | FIRST TR EXCHANGE TRADED FD | — | 1,753.0 | $500K | 0.03% | -550.0 | -23.9% | $284.97 | -21.4% |
| 419 | DOCT | FIRST TR EXCHNG TRADED FD VI | — | 10,632.0 | $496K | 0.03% | -303.0 | -2.8% | $46.68 | +2.0% |
| 420 | IRM | IRON MTN INC DEL | Real Estate | 3,907.0 | $494K | 0.03% | +172.0 | +4.6% | $126.31 | -3.9% |
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%