Portfolio (Quarterly)
Guide ↗
Signal Advisors Wealth, LLC
· CIK 0002010926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 481 | COM | DIREXION SHARES ETF TRUST | — | 11,207.0 | $365K | 0.02% | -9K | -44.1% | $32.60 | +6.2% |
| 482 | SPYI | NEOS ETF TRUST | — | 6,866.0 | $365K | 0.02% | — | — | $53.09 | +0.8% |
| 483 | — | PIMCO ETF TR | — | 7,297.0 | $360K | 0.02% | +289.0 | +4.1% | $49.38 | — |
| 484 | OXY | OCCIDENTAL PETE CORP | Energy | 7,405.0 | $360K | 0.02% | +2K | +38.5% | $48.57 | +20.3% |
| 485 | TQQQ | PROSHARES TR | — | 4,427.0 | $359K | 0.02% | NEW | — | $81.00 | -13.2% |
| 486 | JMEE | J P MORGAN EXCHANGE TRADED F | — | 4,585.0 | $358K | 0.02% | +1K | +38.5% | $78.03 | -1.0% |
| 487 | MOAT | VANECK ETF TRUST | — | 3,438.0 | $357K | 0.02% | -9K | -72.0% | $103.96 | +9.7% |
| 488 | NMZ | NUVEEN MUN HIGH INCOME OPPOR | Financial Services | 33,752.0 | $357K | 0.02% | +11K | +48.7% | $10.57 | -4.7% |
| 489 | — | J P MORGAN EXCHANGE TRADED F | — | 6,999.0 | $354K | 0.02% | -19K | -73.5% | $50.57 | — |
| 490 | COF | CAPITAL ONE FINL CORP | Financial Services | 1,752.0 | $351K | 0.02% | +331.0 | +23.3% | $200.59 | +7.8% |
| 491 | ABT | ABBOTT LABORATORIES | Healthcare | 3,871.0 | $351K | 0.02% | -357.0 | -8.4% | $90.74 | +28.0% |
| 492 | BYLD | ISHARES TR | — | 15,369.0 | $348K | 0.02% | NEW | — | $22.65 | -1.0% |
| 493 | GILD | GILEAD SCIENCES INC | Healthcare | 2,752.0 | $348K | 0.02% | +315.0 | +12.9% | $126.32 | +17.8% |
| 494 | MPWR | MONOLITHIC PWR SYS INC | Technology | 251.0 | $347K | 0.02% | +62.0 | +32.8% | $1381.58 | -5.6% |
| 495 | NOC | NORTHROP GRUMMAN CORP | Industrials | 681.0 | $347K | 0.02% | -485.0 | -41.6% | $509.02 | +6.6% |
| 496 | — | CALAMOS ETF TR | — | 12,827.0 | $342K | 0.02% | -1K | -7.5% | $26.70 | — |
| 497 | VTWO | VANGUARD SCOTTSDALE FDS | — | 2,800.0 | $340K | 0.02% | -56.0 | -2.0% | $121.40 | -0.4% |
| 498 | FOXA | FOX CORP | Communication Services | 6,501.0 | $339K | 0.02% | -638.0 | -8.9% | $52.16 | +34.8% |
| 499 | USB | US BANCORP | Financial Services | 5,612.0 | $339K | 0.02% | +2K | +42.3% | $60.40 | +3.3% |
| 500 | MMM | 3M CO | Industrials | 2,079.0 | $337K | 0.02% | +436.0 | +26.5% | $161.93 | +10.8% |
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%