Portfolio (Quarterly)
Guide ↗
Signal Advisors Wealth, LLC
· CIK 0002010926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 421 | VNQ | VANGUARD INDEX FDS | — | 3,106.0 | $275K | 0.02% | NEW | — | $88.49 | +10.2% |
| 422 | EXC | EXELON CORP | Utilities | 6,295.0 | $274K | 0.02% | NEW | — | $43.59 | +5.5% |
| 423 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 7,961.0 | $273K | 0.02% | NEW | — | $34.26 | +6.1% |
| 424 | RF | REGIONS FINANCIAL CORP NEW | Financial Services | 10,045.0 | $272K | 0.02% | NEW | — | $27.10 | +4.9% |
| 425 | FAAR | FIRST TR EXCHANGE TRAD FD VI | — | 10,041.0 | $272K | 0.02% | NEW | — | $27.10 | +23.5% |
| 426 | IEV | ISHARES TR | — | 3,945.0 | $271K | 0.02% | NEW | — | $68.60 | +7.1% |
| 427 | IWR | ISHARES TR | — | 2,807.0 | $270K | 0.02% | NEW | — | $96.29 | +11.0% |
| 428 | ILDR | FIRST TR EXCHNG TRADED FD VI | — | 8,183.0 | $270K | 0.02% | NEW | — | $32.99 | +15.8% |
| 429 | DFIS | DIMENSIONAL ETF TRUST | — | 8,155.0 | $269K | 0.02% | NEW | — | $32.94 | +11.5% |
| 430 | OCTW | AIM ETF PRODUCTS TRUST | — | 6,820.0 | $266K | 0.02% | NEW | — | $39.00 | +4.4% |
| 431 | GSIB | THEMES ETF TR | — | 5,056.0 | $266K | 0.02% | NEW | — | $52.55 | +8.9% |
| 432 | YUM | YUM BRANDS INC | Consumer Cyclical | 1,754.0 | $265K | 0.02% | NEW | — | $151.31 | +1.7% |
| 433 | EOS | EATON VANCE ENHANCED EQUITY | Financial Services | 11,322.0 | $265K | 0.02% | NEW | — | $23.41 | -2.8% |
| 434 | HLT | HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 921.0 | $264K | 0.02% | NEW | — | $287.12 | +16.4% |
| 435 | IGM | ISHARES TR | — | 2,043.0 | $264K | 0.02% | NEW | — | $129.18 | +23.9% |
| 436 | VWOB | VANGUARD WHITEHALL FDS | — | 3,894.0 | $263K | 0.02% | NEW | — | $67.43 | -0.8% |
| 437 | DON | WISDOMTREE TR | — | 5,085.0 | $262K | 0.02% | NEW | — | $51.60 | +7.8% |
| 438 | HOOD | ROBINHOOD MKTS INC | Financial Services | 2,318.0 | $262K | 0.02% | NEW | — | $113.10 | -32.7% |
| 439 | LVHI | LEGG MASON ETF INVT | — | 7,000.0 | $258K | 0.02% | NEW | — | $36.82 | +12.3% |
| 440 | GEV | GE VERNOVA INC | Utilities | 394.0 | $258K | 0.02% | NEW | — | $653.62 | +59.3% |
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%