Portfolio (Quarterly)
Guide ↗
Signal Advisors Wealth, LLC
· CIK 0002010926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 261 | FOXA | FOX CORP | Communication Services | 7,139.0 | $417K | 0.03% | +840.0 | +13.3% | $58.40 | +11.2% |
| 262 | KO | COCA COLA CO | Consumer Defensive | 5,358.0 | $407K | 0.03% | +2K | +56.5% | $76.05 | +5.8% |
| 263 | PANW | PALO ALTO NETWORKS INC | Technology | 2,541.0 | $407K | 0.03% | +1K | +106.1% | $160.33 | +60.1% |
| 264 | BUFD | FIRST TR EXCHNG TRADED FD VI | — | 14,303.0 | $400K | 0.03% | +711.0 | +5.2% | $28.00 | +5.7% |
| 265 | DFEM | DIMENSIONAL ETF TRUST | — | 11,179.0 | $386K | 0.03% | +4K | +57.7% | $34.55 | +19.3% |
| 266 | AGNC | AGNC INVT CORP | Real Estate | 38,170.0 | $383K | 0.03% | +8K | +26.5% | $10.03 | +4.0% |
| 267 | DEED | FIRST TR EXCHNG TRADED FD VI | — | 17,765.0 | $379K | 0.03% | +8K | +73.7% | $21.33 | -0.4% |
| 268 | VCR | VANGUARD WORLD FD | — | 1,046.0 | $375K | 0.03% | +131.0 | +14.3% | $358.94 | +10.5% |
| 269 | VT | VANGUARD INTL EQUITY INDEX F | — | 2,673.0 | $370K | 0.03% | +161.0 | +6.4% | $138.30 | +13.8% |
| 270 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 2,208.0 | $365K | 0.03% | +304.0 | +16.0% | $165.33 | +9.8% |
| 271 | DTD | WISDOMTREE TR | — | 4,199.0 | $363K | 0.03% | +231.0 | +5.8% | $86.36 | +7.4% |
| 272 | GEV | GE VERNOVA INC | Utilities | 399.0 | $348K | 0.02% | +5.0 | +1.3% | $873.01 | +22.6% |
| 273 | CEG | CONSTELLATION ENERGY CORP | Utilities | 1,246.0 | $348K | 0.02% | +39.0 | +3.2% | $279.33 | +8.0% |
| 274 | USIG | ISHARES TR | — | 6,726.0 | $345K | 0.02% | +164.0 | +2.5% | $51.23 | -0.1% |
| 275 | SHLD | GLOBAL X FDS | — | 4,831.0 | $342K | 0.02% | +2K | +45.5% | $70.84 | -6.7% |
| 276 | HTUS | CAPITOL SER TR | — | 8,883.0 | $339K | 0.02% | +672.0 | +8.2% | $38.17 | +15.0% |
| 277 | TMUS | T-MOBILE US INC | Communication Services | 1,600.0 | $336K | 0.02% | +73.0 | +4.8% | $210.07 | -9.0% |
| 278 | SO | SOUTHERN CO | Utilities | 3,458.0 | $334K | 0.02% | +85.0 | +2.5% | $96.51 | -2.5% |
| 279 | DFAT | DIMENSIONAL ETF TRUST | — | 5,336.0 | $333K | 0.02% | +1K | +34.4% | $62.45 | +8.2% |
| 280 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 9,794.0 | $331K | 0.02% | +2K | +23.0% | $33.77 | +7.7% |
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%