Portfolio (Quarterly)
Guide ↗
Signal Advisors Wealth, LLC
· CIK 0002010926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | DFIS | DIMENSIONAL ETF TRUST | — | 8,155 | $269K | 0.02% | SOLD |
| 22 | OCTW | AIM ETF PRODUCTS TRUST | — | 6,820 | $266K | 0.02% | SOLD |
| 23 | GSIB | THEMES ETF TR | — | 5,056 | $266K | 0.02% | SOLD |
| 24 | EOS | EATON VANCE ENHANCED EQUITY | Financial Services | 11,322 | $265K | 0.02% | SOLD |
| 25 | HOOD | ROBINHOOD MKTS INC | Financial Services | 2,318 | $262K | 0.02% | SOLD |
| 26 | DFAW | DIMENSIONAL ETF TRUST | — | 3,413 | $252K | 0.02% | SOLD |
| 27 | MUB | ISHARES TR | — | 2,357 | $252K | 0.02% | SOLD |
| 28 | GCOW | PACER FDS TR | — | 6,118 | $252K | 0.02% | SOLD |
| 29 | AXP | AMERICAN EXPRESS CO | Financial Services | 654 | $242K | 0.02% | SOLD |
| 30 | CRAK | VANECK ETF TRUST | — | 6,161 | $231K | 0.02% | SOLD |
| 31 | DECT | AIM ETF PRODUCTS TRUST | — | 6,263 | $230K | 0.02% | SOLD |
| 32 | BK | BANK NEW YORK MELLON CORP | Financial Services | 1,861 | $216K | 0.02% | SOLD |
| 33 | CLIP | GLOBAL X FDS | — | 2,114 | $212K | 0.02% | SOLD |
| 34 | APP | APPLOVIN CORP | Technology | 306 | $206K | 0.02% | SOLD |
| 35 | EWY | ISHARES INC | — | 2,115 | $206K | 0.02% | SOLD |
| 36 | FDN | FIRST TR EXCHANGE-TRADED FD | — | 753 | $203K | 0.02% | SOLD |
| 37 | BX | BLACKSTONE INC | Financial Services | 1,303 | $201K | 0.02% | SOLD |
| 38 | EFC | ELLINGTON FINANCIAL INC | Real Estate | 10,433 | $142K | 0.01% | SOLD |
| 39 | OPEN | OPENDOOR TECHNOLOGIES INC | Real Estate | 11,243 | $66K | 0.01% | SOLD |
| 40 | OLN CALL | OLIN CORP | Basic Materials | 20,600 | $6K | — | SOLD |
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%