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 | — | FIRST TR EXCHANGE TRADED FD | — | 32,195.0 | $670K | 0.05% | NEW | — | $20.82 | — |
| 262 | UTES | ETFIS SER TR I | — | 8,435.0 | $666K | 0.05% | NEW | — | $78.95 | +3.5% |
| 263 | USMV | ISHARES TR | — | 7,014.0 | $660K | 0.05% | NEW | — | $94.16 | +2.0% |
| 264 | JANW | AIM ETF PRODUCTS TRUST | — | 17,556.0 | $650K | 0.05% | NEW | — | $37.01 | +4.2% |
| 265 | ALL | ALLSTATE CORP | Financial Services | 3,121.0 | $650K | 0.05% | NEW | — | $208.12 | +0.4% |
| 266 | XTEN | BONDBLOXX ETF TRUST | — | 13,996.0 | $647K | 0.05% | NEW | — | $46.22 | -2.0% |
| 267 | GOVT | ISHARES TR | — | 27,818.0 | $641K | 0.05% | NEW | — | $23.03 | -1.3% |
| 268 | VTIP | VANGUARD MALVERN FDS | — | 12,923.0 | $639K | 0.05% | NEW | — | $49.46 | +1.8% |
| 269 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 726.0 | $638K | 0.05% | NEW | — | $878.59 | +13.4% |
| 270 | BLV | VANGUARD BD INDEX FDS | — | 9,170.0 | $637K | 0.05% | NEW | — | $69.52 | -1.7% |
| 271 | MLPX | GLOBAL X FDS | — | 10,294.0 | $623K | 0.05% | NEW | — | $60.53 | +22.5% |
| 272 | IWD | ISHARES TR | — | 2,959.0 | $622K | 0.05% | NEW | — | $210.31 | +13.1% |
| 273 | VFMO | VANGUARD WELLINGTON FD | — | 3,242.0 | $620K | 0.05% | NEW | — | $191.28 | +22.2% |
| 274 | GMAR | FIRST TR EXCHNG TRADED FD VI | — | 15,123.0 | $619K | 0.05% | NEW | — | $40.94 | +7.7% |
| 275 | — | CALAMOS ETF TR | — | 23,313.0 | $619K | 0.05% | NEW | — | $26.55 | — |
| 276 | FTSM | FIRST TR EXCHANGE-TRADED FD | — | 10,313.0 | $618K | 0.05% | NEW | — | $59.93 | +0.0% |
| 277 | SSUS | STRATEGY SHS | — | 12,653.0 | $617K | 0.05% | NEW | — | $48.75 | +13.2% |
| 278 | JBBB | JANUS DETROIT STR TR | — | 12,893.0 | $615K | 0.05% | NEW | — | $47.70 | -0.3% |
| 279 | MMM | 3M CO | Industrials | 3,840.0 | $615K | 0.05% | NEW | — | $160.12 | -3.1% |
| 280 | CI | THE CIGNA GROUP | Healthcare | 2,169.0 | $597K | 0.05% | NEW | — | $275.21 | +3.8% |
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
32.2%
Financial Services
22.5%
Healthcare
8.3%
Consumer Cyclical
8.2%
Industrials
7.8%
Communication Services
6.9%
Energy
4.7%
Consumer Defensive
4.4%
Real Estate
2.3%
Basic Materials
1.6%