Portfolio (Quarterly)
Guide ↗
Signal Advisors Wealth, LLC
· CIK 0002010926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | LRCX | LAM RESEARCH CORP | Technology | 3,486.0 | $597K | 0.05% | NEW | — | $171.18 | +86.3% |
| 282 | DFUS | DIMENSIONAL ETF TRUST | — | 8,020.0 | $595K | 0.05% | NEW | — | $74.17 | +10.2% |
| 283 | COM | DIREXION SHS ETF TR | — | 19,784.0 | $585K | 0.05% | NEW | — | $29.58 | +14.8% |
| 284 | DMAR | FIRST TR EXCHNG TRADED FD VI | — | 14,047.0 | $585K | 0.05% | NEW | — | $41.65 | +7.0% |
| 285 | IAU | ISHARES GOLD TR | Financial Services | 7,202.0 | $585K | 0.05% | NEW | — | $81.17 | +3.2% |
| 286 | AMAT | APPLIED MATLS INC | Technology | 2,258.0 | $580K | 0.05% | NEW | — | $257.02 | +74.4% |
| 287 | XLU | SELECT SECTOR SPDR TR | — | 13,288.0 | $567K | 0.04% | NEW | — | $42.69 | +5.7% |
| 288 | IXUS | ISHARES TR | — | 6,664.0 | $564K | 0.04% | NEW | — | $84.64 | +14.0% |
| 289 | DTE | DTE ENERGY CO | Utilities | 4,321.0 | $557K | 0.04% | NEW | — | $128.98 | +12.6% |
| 290 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 1,881.0 | $557K | 0.04% | NEW | — | $296.25 | -13.9% |
| 291 | IYK | ISHARES TR | — | 8,234.0 | $551K | 0.04% | NEW | — | $66.92 | +8.5% |
| 292 | — | ASTRAZENECA PLC | — | 5,956.0 | $548K | 0.04% | NEW | — | $91.93 | — |
| 293 | IYW | ISHARES TR | — | 2,701.0 | $539K | 0.04% | NEW | — | $199.69 | +23.4% |
| 294 | CVX | CHEVRON CORP NEW | Energy | 3,537.0 | $539K | 0.04% | NEW | — | $152.40 | +19.7% |
| 295 | DFIC | DIMENSIONAL ETF TRUST | — | 15,460.0 | $533K | 0.04% | NEW | — | $34.46 | +10.8% |
| 296 | RFLR | INNOVATOR ETFS TRUST | — | 18,550.0 | $528K | 0.04% | NEW | — | $28.46 | +8.9% |
| 297 | DJUN | FIRST TR EXCHNG TRADED FD VI | — | 11,127.0 | $527K | 0.04% | NEW | — | $47.34 | +3.6% |
| 298 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 1,789.0 | $525K | 0.04% | NEW | — | $293.64 | +5.2% |
| 299 | SPLB | SPDR SERIES TRUST | — | 23,117.0 | $522K | 0.04% | NEW | — | $22.58 | -1.2% |
| 300 | PYLD | PIMCO ETF TR | — | 19,472.0 | $520K | 0.04% | NEW | — | $26.68 | -1.0% |
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
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%