Portfolio (Quarterly)
Guide ↗
Signal Advisors Wealth, LLC
· CIK 0002010926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | ZIM | ZIM INTEGRATED SHIPPING SERV | Industrials | 12,268.0 | $323K | 0.02% | -2K | -11.2% | $26.35 | -4.2% |
| 102 | XLY | SELECT SECTOR SPDR TR | — | 2,949.0 | $321K | 0.02% | -44.0 | -1.5% | $108.97 | +9.6% |
| 103 | EFA | ISHARES TR | — | 3,232.0 | $314K | 0.02% | -357.0 | -9.9% | $97.13 | +8.2% |
| 104 | XMMO | INVESCO EXCHANGE TRADED FD T | — | 2,140.0 | $310K | 0.02% | -317.0 | -12.9% | $145.04 | +16.8% |
| 105 | FAAR | FIRST TR EXCHANGE TRAD FD VI | — | 9,179.0 | $310K | 0.02% | -862.0 | -8.6% | $33.75 | -0.4% |
| 106 | GE | GE AEROSPACE | Industrials | 1,065.0 | $302K | 0.02% | -382.0 | -26.4% | $283.65 | +10.9% |
| 107 | FJUL | FIRST TR EXCHNG TRADED FD VI | — | 5,471.0 | $299K | 0.02% | -9K | -61.8% | $54.72 | +7.8% |
| 108 | GDEC | FIRST TR EXCHNG TRADED FD VI | — | 8,067.0 | $299K | 0.02% | -16K | -66.8% | $37.02 | +7.1% |
| 109 | EXC | EXELON CORP | Utilities | 6,082.0 | $298K | 0.02% | -213.0 | -3.4% | $49.02 | -6.1% |
| 110 | SNOW | SNOWFLAKE INC | Technology | 1,967.0 | $297K | 0.02% | -20.0 | -1.0% | $150.82 | +17.8% |
| 111 | IJH | ISHARES TR | — | 4,316.0 | $291K | 0.02% | -612.0 | -12.4% | $67.52 | +10.6% |
| 112 | LMBS | FIRST TR EXCHANGE-TRADED FD | — | 5,746.0 | $286K | 0.02% | -276.0 | -4.6% | $49.81 | -0.0% |
| 113 | VTWO | VANGUARD SCOTTSDALE FDS | — | 2,856.0 | $286K | 0.02% | -102.0 | -3.5% | $100.18 | +17.2% |
| 114 | PSI | INVESCO EXCHANGE TRADED FD T | — | 2,997.0 | $283K | 0.02% | -185.0 | -5.8% | $94.37 | +71.3% |
| 115 | — | J P MORGAN EXCHANGE TRADED F | — | 4,567.0 | $280K | 0.02% | -1K | -20.3% | $61.32 | — |
| 116 | FMF | FIRST TR EXCHANGE-TRADED FD | — | 5,468.0 | $277K | 0.02% | -492.0 | -8.3% | $50.62 | +1.6% |
| 117 | YUM | YUM BRANDS INC | Consumer Cyclical | 1,737.0 | $270K | 0.02% | -17.0 | -1.0% | $155.51 | -0.2% |
| 118 | AIG | AMERICAN INTL GROUP INC | Financial Services | 3,542.0 | $267K | 0.02% | -1K | -24.6% | $75.26 | +2.6% |
| 119 | XMHQ | INVESCO EXCHANGE TRADED FD T | — | 2,568.0 | $265K | 0.02% | -860.0 | -25.1% | $103.37 | +6.4% |
| 120 | IEV | ISHARES TR | — | 3,892.0 | $264K | 0.02% | -53.0 | -1.3% | $67.94 | +8.2% |
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
33.1%
Financial Services
20.1%
Industrials
8.2%
Healthcare
8.0%
Consumer Cyclical
7.7%
Communication Services
7.0%
Energy
6.1%
Consumer Defensive
4.7%
Real Estate
2.3%
Utilities
1.7%