Portfolio (Quarterly)
Guide ↗
Signal Advisors Wealth, LLC
· CIK 0002010926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 421 | BAPR | INNOVATOR ETFS TRUST | — | 7,632.0 | $374K | 0.03% | — | — | $48.98 | +8.2% |
| 422 | VT | VANGUARD INTL EQUITY INDEX F | — | 2,673.0 | $370K | 0.03% | +161.0 | +6.4% | $138.30 | +13.6% |
| 423 | KMLM | KRANESHARES TRUST | — | 13,055.0 | $368K | 0.03% | NEW | — | $28.20 | +1.4% |
| 424 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 2,208.0 | $365K | 0.03% | +304.0 | +16.0% | $165.33 | +10.1% |
| 425 | IWB | ISHARES TR | — | 1,022.0 | $364K | 0.03% | NEW | — | $356.56 | +14.8% |
| 426 | DTD | WISDOMTREE TR | — | 4,199.0 | $363K | 0.03% | +231.0 | +5.8% | $86.36 | +7.2% |
| 427 | — | CALAMOS ETF TR | — | 13,865.0 | $359K | 0.03% | -2K | -10.4% | $25.92 | — |
| 428 | EEM | ISHARES TR | — | 6,298.0 | $358K | 0.03% | -3K | -30.3% | $56.79 | +20.4% |
| 429 | DECW | AIM ETF PRODUCTS TRUST | — | 10,683.0 | $357K | 0.02% | -4K | -27.1% | $33.41 | +6.3% |
| 430 | LEN | LENNAR CORP | Consumer Cyclical | 4,049.0 | $352K | 0.02% | NEW | — | $86.85 | +4.7% |
| 431 | GEV | GE VERNOVA INC | Utilities | 399.0 | $348K | 0.02% | +5.0 | +1.3% | $873.01 | +18.2% |
| 432 | CEG | CONSTELLATION ENERGY CORP | Utilities | 1,246.0 | $348K | 0.02% | +39.0 | +3.2% | $279.33 | +3.3% |
| 433 | — | FTAI AVIATION LTD | — | 1,419.0 | $348K | 0.02% | — | — | $245.00 | — |
| 434 | — | PIMCO ETF TR | — | 7,008.0 | $348K | 0.02% | NEW | — | $49.60 | — |
| 435 | OXY | OCCIDENTAL PETE CORP | Energy | 5,347.0 | $348K | 0.02% | NEW | — | $65.00 | -12.5% |
| 436 | IEFA | ISHARES TR | — | 3,828.0 | $347K | 0.02% | -209.0 | -5.2% | $90.53 | +8.2% |
| 437 | RIVN | RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 23,007.0 | $346K | 0.02% | NEW | — | $15.05 | -2.3% |
| 438 | USIG | ISHARES TR | — | 6,726.0 | $345K | 0.02% | +164.0 | +2.5% | $51.23 | -0.0% |
| 439 | PFXF | VANECK ETF TRUST | — | 19,576.0 | $343K | 0.02% | NEW | — | $17.54 | +6.0% |
| 440 | SHLD | GLOBAL X FDS | — | 4,831.0 | $342K | 0.02% | +2K | +45.5% | $70.84 | -7.5% |
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%