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 | SFLR | INNOVATOR ETFS TRUST | — | 74,901.0 | $2.7M | 0.18% | +7K | +11.0% | $35.41 | +8.8% |
| 82 | AMAT | APPLIED MATLS INC | Technology | 7,702.0 | $2.6M | 0.18% | +5K | +241.1% | $341.77 | +33.1% |
| 83 | IEMG | ISHARES INC | — | 37,629.0 | $2.6M | 0.18% | +6K | +18.7% | $69.75 | +19.9% |
| 84 | ABBV | ABBVIE INC | Healthcare | 11,748.0 | $2.6M | 0.17% | +6K | +101.5% | $217.48 | -2.0% |
| 85 | PHM | PULTE GROUP INC | Consumer Cyclical | 21,713.0 | $2.6M | 0.17% | +1K | +5.4% | $117.61 | +0.2% |
| 86 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 9,375.0 | $2.5M | 0.17% | +979.0 | +11.7% | $270.60 | +39.3% |
| 87 | IVW | ISHARES TR | — | 22,408.0 | $2.5M | 0.17% | +670.0 | +3.1% | $113.11 | +22.3% |
| 88 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 44,622.0 | $2.5M | 0.17% | +10K | +29.1% | $56.68 | -0.8% |
| 89 | BFRZ | INNOVATOR ETFS TRUST | — | 95,511.0 | $2.5M | 0.17% | +7K | +8.3% | $26.36 | +3.0% |
| 90 | GWX | SPDR INDEX SHS FDS | — | 59,303.0 | $2.5M | 0.17% | +2K | +4.3% | $42.23 | +11.2% |
| 91 | SYK | STRYKER CORPORATION | Healthcare | 7,523.0 | $2.5M | 0.17% | +780.0 | +11.6% | $328.58 | -4.7% |
| 92 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 5,009.0 | $2.5M | 0.17% | +200.0 | +4.2% | $491.57 | -8.8% |
| 93 | ROP | ROPER TECHNOLOGIES INC | Industrials | 6,837.0 | $2.4M | 0.17% | +763.0 | +12.6% | $353.84 | -9.5% |
| 94 | SPGI | S&P GLOBAL INC | Financial Services | 5,613.0 | $2.4M | 0.16% | +996.0 | +21.6% | $425.32 | -3.0% |
| 95 | QUAL | ISHARES TR | — | 12,241.0 | $2.3M | 0.16% | +278.0 | +2.3% | $191.81 | +12.5% |
| 96 | RTX | RTX CORPORATION | Industrials | 11,775.0 | $2.3M | 0.16% | +9K | +398.3% | $192.90 | -7.2% |
| 97 | CTAS | CINTAS CORP | Industrials | 13,388.0 | $2.3M | 0.15% | +2K | +15.6% | $169.13 | +1.2% |
| 98 | AVEM | AMERICAN CENTY ETF TR | — | 27,903.0 | $2.2M | 0.15% | +5K | +22.6% | $80.58 | +20.3% |
| 99 | CAT | CATERPILLAR INC | Industrials | 3,110.0 | $2.2M | 0.15% | +423.0 | +15.7% | $708.56 | +28.2% |
| 100 | UNP | UNION PAC CORP | Industrials | 8,981.0 | $2.2M | 0.15% | +4K | +88.8% | $242.61 | +11.7% |
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%