Portfolio (Quarterly)
Guide ↗
Signal Advisors Wealth, LLC
· CIK 0002010926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 461 | CFG | CITIZENS FINL GROUP INC | Financial Services | 4,116.0 | $240K | 0.02% | NEW | — | $58.41 | +8.3% |
| 462 | KO | COCA COLA CO | Consumer Defensive | 3,424.0 | $239K | 0.02% | NEW | — | $69.90 | +16.9% |
| 463 | ISPY | PROSHARES TR | — | 5,186.0 | $237K | 0.02% | NEW | — | $45.63 | +6.4% |
| 464 | DFAT | DIMENSIONAL ETF TRUST | — | 3,970.0 | $236K | 0.02% | NEW | — | $59.53 | +13.9% |
| 465 | ITA | ISHARES TR | — | 1,100.0 | $236K | 0.02% | NEW | — | $214.69 | +6.6% |
| 466 | PKG | PACKAGING CORP AMER | Consumer Cyclical | 1,143.0 | $236K | 0.02% | NEW | — | $206.16 | +7.0% |
| 467 | DFEM | DIMENSIONAL ETF TRUST | — | 7,088.0 | $234K | 0.02% | NEW | — | $33.08 | +23.9% |
| 468 | BALT | INNOVATOR ETFS TRUST | — | 6,980.0 | $234K | 0.02% | NEW | — | $33.51 | +1.8% |
| 469 | CRAK | VANECK ETF TRUST | — | 6,161.0 | $231K | 0.02% | NEW | — | $37.51 | +26.4% |
| 470 | SPLV | INVESCO EXCH TRADED FD TR II | — | 3,223.0 | $230K | 0.02% | NEW | — | $71.43 | +3.8% |
| 471 | DECT | AIM ETF PRODUCTS TRUST | — | 6,263.0 | $230K | 0.02% | NEW | — | $36.66 | +6.6% |
| 472 | SYF | SYNCHRONY FINANCIAL | Financial Services | 2,752.0 | $230K | 0.02% | NEW | — | $83.43 | -12.4% |
| 473 | RL | RALPH LAUREN CORP | Consumer Cyclical | 647.0 | $229K | 0.02% | NEW | — | $353.43 | +8.8% |
| 474 | PANW | PALO ALTO NETWORKS INC | Technology | 1,233.0 | $227K | 0.02% | NEW | — | $184.23 | +35.2% |
| 475 | EEMV | ISHARES INC | — | 3,511.0 | $225K | 0.02% | NEW | — | $64.04 | +16.8% |
| 476 | USB | US BANCORP DEL | Financial Services | 4,179.0 | $223K | 0.02% | NEW | — | $53.36 | +2.7% |
| 477 | DEED | FIRST TR EXCHNG TRADED FD VI | — | 10,227.0 | $221K | 0.02% | NEW | — | $21.60 | -1.6% |
| 478 | DE | DEERE & CO | Industrials | 468.0 | $218K | 0.02% | NEW | — | $465.85 | +14.2% |
| 479 | FFEB | FIRST TR EXCHNG TRADED FD VI | — | 3,833.0 | $217K | 0.02% | NEW | — | $56.62 | +7.4% |
| 480 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 1,339.0 | $217K | 0.02% | NEW | — | $161.92 | -7.1% |
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%