Portfolio (Quarterly)
Guide ↗
Signal Advisors Wealth, LLC
· CIK 0002010926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | GLD | SPDR GOLD TR | Financial Services | 13,338.0 | $4.9M | 0.25% | +721.0 | +5.7% | $368.38 | +16.2% |
| 82 | SPMD | SPDR SERIES TRUST | — | 72,202.0 | $4.9M | 0.25% | +16K | +27.4% | $67.56 | -1.2% |
| 83 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 11,327.0 | $4.7M | 0.24% | +2K | +20.8% | $415.64 | -4.6% |
| 84 | ACEI | INNOVATOR ETFS TRUST | — | 201,606.0 | $4.7M | 0.24% | +39K | +24.3% | $23.15 | +1.2% |
| 85 | MSI | MOTOROLA SOLUTIONS INC | Technology | 11,191.0 | $4.6M | 0.23% | +1K | +15.1% | $415.30 | +16.9% |
| 86 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 138,705.0 | $4.6M | 0.23% | -8K | -5.7% | $33.29 | +34.3% |
| 87 | HD | HOME DEPOT INC | Consumer Cyclical | 12,642.0 | $4.5M | 0.23% | +4K | +52.0% | $352.69 | -4.2% |
| 88 | CERY | SPDR SERIES TRUST | — | 130,572.0 | $4.4M | 0.22% | +21K | +19.4% | $33.43 | +13.2% |
| 89 | IEMG | ISHARES INC | — | 52,520.0 | $4.4M | 0.22% | +15K | +39.6% | $82.84 | -1.1% |
| 90 | SMLF | ISHARES TR | — | 48,174.0 | $4.3M | 0.22% | +25K | +107.0% | $89.14 | -0.2% |
| 91 | OPPJ | WISDOMTREE TR | — | 74,018.0 | $4.3M | 0.22% | +9K | +13.2% | $57.67 | +0.1% |
| 92 | UNP | UNION PAC CORP | Industrials | 15,490.0 | $4.2M | 0.21% | +7K | +72.5% | $272.00 | +13.8% |
| 93 | DUK | DUKE ENERGY CORP NEW | Utilities | 32,978.0 | $4.2M | 0.21% | +18K | +117.2% | $126.58 | -3.9% |
| 94 | PGF | INVESCO EXCHANGE TRADED FD T | — | 302,502.0 | $4.1M | 0.21% | +87K | +40.1% | $13.71 | -1.5% |
| 95 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 10,404.0 | $4.1M | 0.21% | +1K | +15.4% | $397.68 | -6.5% |
| 96 | VUG | VANGUARD INDEX FDS | — | 46,692.0 | $4.0M | 0.20% | +40K | +604.9% | $86.14 | +1.5% |
| 97 | CAT | CATERPILLAR INC | Industrials | 3,745.0 | $4.0M | 0.20% | +635.0 | +20.4% | $1064.84 | -23.8% |
| 98 | SFLR | INNOVATOR ETFS TRUST | — | 103,198.0 | $4.0M | 0.20% | +28K | +37.8% | $38.58 | +0.8% |
| 99 | FAPR | FIRST TR EXCHNG TRADED FD VI | — | 84,120.0 | $3.9M | 0.20% | +15K | +21.4% | $46.74 | +2.0% |
| 100 | WFC | WELLS FARGO & CO | Financial Services | 46,510.0 | $3.8M | 0.19% | +12K | +36.2% | $82.64 | +2.6% |
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%