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 | FRO | FRONTLINE PLC | Energy | 8,207.0 | $286K | 0.01% | +2K | +28.5% | $34.79 | +24.9% |
| 542 | MDT | MEDTRONIC PLC | Healthcare | 3,645.0 | $285K | 0.01% | +837.0 | +29.8% | $78.24 | +16.5% |
| 543 | PFE | PFIZER INC | Healthcare | 11,807.0 | $284K | 0.01% | -3K | -17.9% | $24.08 | +18.6% |
| 544 | CDC | VICTORY PORTFOLIOS II | — | 3,796.0 | $282K | 0.01% | — | — | $74.37 | +3.9% |
| 545 | SMCI | SUPER MICRO COMPUTER INC | Technology | 9,624.0 | $282K | 0.01% | -395.0 | -3.9% | $29.33 | +31.1% |
| 546 | SYSB | ISHARES TR | — | 3,172.0 | $281K | 0.01% | +262.0 | +9.0% | $88.72 | -1.0% |
| 547 | GDEC | FIRST TR EXCHNG TRADED FD VI | — | 7,001.0 | $279K | 0.01% | -1K | -13.2% | $39.80 | +1.8% |
| 548 | VCSH | VANGUARD SCOTTSDALE FDS | — | 3,519.0 | $278K | 0.01% | NEW | — | $79.03 | -0.3% |
| 549 | CORP | PIMCO ETF TR | — | 2,868.0 | $278K | 0.01% | -137.0 | -4.6% | $96.90 | -1.4% |
| 550 | EMDM | FIRST TR EXCHANGE-TRADED FD | — | 6,416.0 | $277K | 0.01% | NEW | — | $43.20 | -1.9% |
| 551 | ADI | ANALOG DEVICES INC | Technology | 698.0 | $277K | 0.01% | NEW | — | $397.05 | -5.9% |
| 552 | FCNCA | FIRST CTZNS BANCSHARES INC D | Financial Services | 133.0 | $277K | 0.01% | +21.0 | +18.8% | $2082.26 | +3.7% |
| 553 | ACWI | ISHARES TR | — | 1,763.0 | $277K | 0.01% | NEW | — | $156.95 | +2.6% |
| 554 | TMUS | T-MOBILE US INC | Communication Services | 1,648.0 | $276K | 0.01% | +48.0 | +3.0% | $167.70 | +8.3% |
| 555 | EXC | EXELON CORP | Utilities | 5,880.0 | $274K | 0.01% | -202.0 | -3.3% | $46.62 | -5.0% |
| 556 | FSCO | FS CREDIT OPPORTUNITIES CORP | Financial Services | 54,319.0 | $271K | 0.01% | -23K | -29.4% | $4.99 | +1.6% |
| 557 | DES | WISDOMTREE TR | — | 6,635.0 | $270K | 0.01% | +1K | +18.0% | $40.68 | -0.3% |
| 558 | SHYG | ISHARES TR | — | 6,274.0 | $266K | 0.01% | -989.0 | -13.6% | $42.41 | -0.1% |
| 559 | LOW | LOWES COS INC | Consumer Cyclical | 1,206.0 | $266K | 0.01% | +299.0 | +33.0% | $220.43 | -2.6% |
| 560 | CSQ | CALAMOS STRATEGIC TOTAL RETU | Financial Services | 12,885.0 | $265K | 0.01% | — | — | $20.56 | +1.3% |
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%