Portfolio (Quarterly)
Guide ↗
Signal Advisors Wealth, LLC
· CIK 0002010926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 501 | AIG | AMERICAN INTL GROUP INC | Financial Services | 3,542.0 | $267K | 0.02% | -1K | -24.6% | $75.26 | +0.4% |
| 502 | XMHQ | INVESCO EXCHANGE TRADED FD T | — | 2,568.0 | $265K | 0.02% | -860.0 | -25.1% | $103.37 | +5.8% |
| 503 | COP | CONOCOPHILLIPS | Energy | 2,009.0 | $265K | 0.02% | NEW | — | $131.97 | -12.4% |
| 504 | IEV | ISHARES TR | — | 3,892.0 | $264K | 0.02% | -53.0 | -1.3% | $67.94 | +8.0% |
| 505 | CFG | CITIZENS FINL GROUP INC | Financial Services | 4,407.0 | $264K | 0.02% | +291.0 | +7.1% | $59.97 | +5.1% |
| 506 | XSMO | INVESCO EXCHANGE TRADED FD T | — | 3,472.0 | $264K | 0.02% | -350.0 | -9.2% | $76.02 | +17.3% |
| 507 | HDEF | DBX ETF TR | — | 8,130.0 | $263K | 0.02% | — | — | $32.41 | +1.9% |
| 508 | — | LEIDOS HOLDINGS INC | — | 1,688.0 | $262K | 0.02% | +122.0 | +7.8% | $155.49 | — |
| 509 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 1,986.0 | $260K | 0.02% | NEW | — | $131.05 | -1.1% |
| 510 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 889.0 | $260K | 0.02% | -7K | -88.3% | $292.73 | +32.7% |
| 511 | COF | CAPITAL ONE FINL CORP | Financial Services | 1,421.0 | $259K | 0.02% | +94.0 | +7.1% | $182.41 | +3.7% |
| 512 | SYSB | ISHARES TR | — | 2,910.0 | $259K | 0.02% | NEW | — | $89.00 | -0.5% |
| 513 | BLK | BLACKROCK INC | Financial Services | 269.0 | $259K | 0.02% | NEW | — | $962.24 | +11.4% |
| 514 | SPLV | INVESCO EXCH TRADED FD TR II | — | 3,523.0 | $258K | 0.02% | +300.0 | +9.3% | $73.14 | +0.7% |
| 515 | AOA | ISHARES TR | — | 2,892.0 | $256K | 0.02% | NEW | — | $88.49 | +10.4% |
| 516 | JCI | JOHNSON CONTROLS INTERNATION | Industrials | 1,924.0 | $252K | 0.02% | NEW | — | $130.96 | +5.7% |
| 517 | — | BLACKROCK ETF TRUST | — | 7,582.0 | $248K | 0.02% | NEW | — | $32.72 | — |
| 518 | CLS | CELESTICA INC | Technology | 880.0 | $248K | 0.02% | -146.0 | -14.2% | $281.68 | +27.5% |
| 519 | IPAC | ISHARES TR | — | 3,230.0 | $247K | 0.02% | NEW | — | $76.51 | +7.7% |
| 520 | XAR | SPDR SERIES TRUST | — | 969.0 | $246K | 0.02% | NEW | — | $253.89 | +9.7% |
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%