Portfolio (Quarterly)
Guide ↗
Signal Advisors Wealth, LLC
· CIK 0002010926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 541 | CSQ | CALAMOS STRATEGIC TOTAL RETU | Financial Services | 12,885.0 | $221K | 0.01% | — | — | $17.12 | +19.7% |
| 542 | ED | CONSOLIDATED EDISON INC | Utilities | 1,947.0 | $220K | 0.01% | NEW | — | $113.19 | -3.9% |
| 543 | FLTR | VANECK ETF TRUST | — | 8,634.0 | $220K | 0.01% | NEW | — | $25.48 | +0.4% |
| 544 | FTGC | FIRST TR EXCHANGE TRAD FD VI | — | 7,646.0 | $220K | 0.01% | NEW | — | $28.71 | +0.7% |
| 545 | SCCO | SOUTHERN COPPER CORP | Basic Materials | 1,264.0 | $217K | 0.01% | NEW | — | $171.99 | +9.1% |
| 546 | RSPT | INVESCO EXCHANGE TRADED FD T | — | 4,797.0 | $217K | 0.01% | NEW | — | $45.26 | +36.3% |
| 547 | ISPY | PROSHARES TR | — | 4,996.0 | $217K | 0.01% | -190.0 | -3.7% | $43.35 | +12.1% |
| 548 | IGM | ISHARES TR | — | 1,823.0 | $216K | 0.01% | -220.0 | -10.8% | $118.51 | +34.7% |
| 549 | PEY | INVESCO EXCHANGE TRADED FD T | — | 10,054.0 | $215K | 0.01% | -422.0 | -4.0% | $21.42 | +5.4% |
| 550 | LOW | LOWES COS INC | Consumer Cyclical | 907.0 | $214K | 0.01% | -16K | -94.7% | $236.27 | -7.6% |
| 551 | RLI | RLI CORP | Financial Services | 3,735.0 | $213K | 0.01% | -1K | -25.9% | $57.04 | -7.6% |
| 552 | FCNCA | FIRST CTZNS BANCSHARES INC D | Financial Services | 112.0 | $211K | 0.01% | NEW | — | $1885.48 | +6.9% |
| 553 | EMXC | ISHARES INC | — | 2,680.0 | $211K | 0.01% | -101.0 | -3.6% | $78.66 | +27.1% |
| 554 | OLN | OLIN CORP | Basic Materials | 7,045.0 | $209K | 0.01% | NEW | — | $29.73 | -11.3% |
| 555 | IJR | ISHARES TR | — | 1,666.0 | $207K | 0.01% | -92.0 | -5.2% | $124.29 | +12.6% |
| 556 | MPWR | MONOLITHIC PWR SYS INC | Technology | 189.0 | $207K | 0.01% | NEW | — | $1093.35 | +46.8% |
| 557 | USB | US BANCORP | Financial Services | 3,944.0 | $205K | 0.01% | -235.0 | -5.6% | $52.01 | +5.8% |
| 558 | MCK | MCKESSON CORP | Healthcare | 236.0 | $204K | 0.01% | -65.0 | -21.6% | $864.10 | -12.3% |
| 559 | EMR | EMERSON ELEC CO | Industrials | 1,553.0 | $203K | 0.01% | +11.0 | +0.7% | $131.03 | +7.1% |
| 560 | DES | WISDOMTREE TR | — | 5,624.0 | $202K | 0.01% | NEW | — | $35.94 | +8.5% |
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%