Portfolio (Quarterly)
Guide ↗
Signal Advisors Wealth, LLC
· CIK 0002010926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 341 | DFAX | DIMENSIONAL ETF TRUST | — | 12,770.0 | $418K | 0.03% | NEW | — | $32.73 | +15.0% |
| 342 | FJUN | FIRST TR EXCHNG TRADED FD VI | — | 7,311.0 | $417K | 0.03% | NEW | — | $57.06 | +4.7% |
| 343 | T | AT&T INC | Communication Services | 16,629.0 | $413K | 0.03% | NEW | — | $24.84 | +0.5% |
| 344 | FJAN | FIRST TR EXCHNG TRADED FD VI | — | 7,968.0 | $412K | 0.03% | NEW | — | $51.75 | +6.2% |
| 345 | ORCL | ORACLE CORP | Technology | 2,092.0 | $408K | 0.03% | NEW | — | $194.91 | -2.3% |
| 346 | AUSF | GLOBAL X FDS | — | 8,734.0 | $405K | 0.03% | NEW | — | $46.37 | +6.3% |
| 347 | DGRW | WISDOMTREE TR | — | 4,523.0 | $405K | 0.03% | NEW | — | $89.43 | +7.9% |
| 348 | — | CALAMOS ETF TR | — | 15,483.0 | $403K | 0.03% | NEW | — | $26.02 | — |
| 349 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 4,224.0 | $403K | 0.03% | NEW | — | $95.35 | -46.8% |
| 350 | AIG | AMERICAN INTL GROUP INC | Financial Services | 4,695.0 | $402K | 0.03% | NEW | — | $85.55 | -11.7% |
| 351 | THC | TENET HEALTHCARE CORP | Healthcare | 2,014.0 | $400K | 0.03% | NEW | — | $198.72 | -8.9% |
| 352 | DBA | INVESCO DB MULTI-SECTOR COMM | Financial Services | 15,632.0 | $399K | 0.03% | NEW | — | $25.52 | +7.6% |
| 353 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 7,313.0 | $394K | 0.03% | NEW | — | $53.94 | +7.3% |
| 354 | BUFD | FIRST TR EXCHNG TRADED FD VI | — | 13,592.0 | $384K | 0.03% | NEW | — | $28.24 | +4.9% |
| 355 | SMCI | SUPER MICRO COMPUTER INC | Technology | 13,007.0 | $381K | 0.03% | NEW | — | $29.27 | +29.4% |
| 356 | EMBX | VANECK FDS | — | 7,492.0 | $379K | 0.03% | NEW | — | $50.63 | +1.5% |
| 357 | TDSC | EXCHANGE LISTED FDS TR | — | 14,916.0 | $377K | 0.03% | NEW | — | $25.28 | +10.0% |
| 358 | SCHM | SCHWAB STRATEGIC TR | — | 12,520.0 | $376K | 0.03% | NEW | — | $30.07 | +16.9% |
| 359 | DIS | DISNEY WALT CO | Communication Services | 3,288.0 | $374K | 0.03% | NEW | — | $113.77 | -8.7% |
| 360 | DFAU | DIMENSIONAL ETF TRUST | — | 7,964.0 | $373K | 0.03% | NEW | — | $46.80 | +10.4% |
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%