Portfolio (Quarterly)
Guide ↗
Signal Advisors Wealth, LLC
· CIK 0002010926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | MCD | MCDONALDS CORP | Consumer Cyclical | 3,009.0 | $935K | 0.06% | +197.0 | +7.0% | $310.75 | -10.1% |
| 182 | BUFF | INNOVATOR ETFS TRUST | — | 18,904.0 | $934K | 0.06% | +2K | +12.6% | $49.41 | +6.0% |
| 183 | TFI | SPDR SERIES TRUST | — | 20,313.0 | $921K | 0.06% | +653.0 | +3.3% | $45.34 | +0.1% |
| 184 | XLB | SELECT SECTOR SPDR TR | — | 18,362.0 | $918K | 0.06% | +7K | +63.8% | $49.97 | +2.1% |
| 185 | BNDI | NEOS ETF TRUST | — | 19,295.0 | $911K | 0.06% | +3K | +16.2% | $47.20 | -0.4% |
| 186 | C | CITIGROUP INC | Financial Services | 8,021.0 | $910K | 0.06% | +1K | +19.9% | $113.41 | +11.9% |
| 187 | FTSM | FIRST TR EXCHANGE-TRADED FD | — | 15,015.0 | $898K | 0.06% | +5K | +45.6% | $59.78 | +0.3% |
| 188 | FFEB | FIRST TR EXCHNG TRADED FD VI | — | 15,920.0 | $889K | 0.06% | +12K | +315.3% | $55.85 | +8.8% |
| 189 | VOT | VANGUARD INDEX FDS | — | 3,391.0 | $873K | 0.06% | +507.0 | +17.6% | $257.34 | +14.4% |
| 190 | PYLD | PIMCO ETF TR | — | 33,229.0 | $871K | 0.06% | +14K | +70.7% | $26.20 | +0.8% |
| 191 | F | FORD MTR CO | Consumer Cyclical | 75,268.0 | $869K | 0.06% | +2K | +2.3% | $11.54 | +32.8% |
| 192 | ETN | EATON CORP PLC | Industrials | 2,428.0 | $868K | 0.06% | +214.0 | +9.7% | $357.62 | +12.7% |
| 193 | ORCL | ORACLE CORP | Technology | 5,876.0 | $864K | 0.06% | +4K | +180.9% | $147.12 | +31.2% |
| 194 | TDSB | EXCHANGE LISTED FDS TR | — | 35,188.0 | $856K | 0.06% | +20K | +133.7% | $24.33 | +2.5% |
| 195 | IYK | ISHARES TR | — | 12,116.0 | $848K | 0.06% | +4K | +47.1% | $70.03 | +2.4% |
| 196 | DFIV | DIMENSIONAL ETF TRUST | — | 15,888.0 | $839K | 0.06% | +693.0 | +4.6% | $52.78 | +6.1% |
| 197 | GD | GENERAL DYNAMICS CORP | Industrials | 2,398.0 | $823K | 0.06% | +240.0 | +11.1% | $343.25 | +0.4% |
| 198 | IAUM | ISHARES GOLD TR | Financial Services | 17,611.0 | $822K | 0.06% | +1K | +7.0% | $46.70 | -3.8% |
| 199 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 4,015.0 | $816K | 0.06% | +656.0 | +19.5% | $203.20 | +7.5% |
| 200 | THRO | BLACKROCK ETF TRUST | — | 22,472.0 | $814K | 0.06% | +237.0 | +1.1% | $36.22 | +19.0% |
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%