Portfolio (Quarterly)
Guide ↗
Signal Advisors Wealth, LLC
· CIK 0002010926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | UNP | UNION PAC CORP | Industrials | 4,756.0 | $1.1M | 0.09% | NEW | — | $231.31 | +20.8% |
| 182 | JNK | SPDR SERIES TRUST | — | 11,307.0 | $1.1M | 0.09% | NEW | — | $97.21 | -0.7% |
| 183 | PRU | PRUDENTIAL FINL INC | Financial Services | 9,578.0 | $1.1M | 0.09% | NEW | — | $112.88 | -10.1% |
| 184 | SECT | NORTHERN LTS FD TR IV | — | 16,692.0 | $1.1M | 0.09% | NEW | — | $64.53 | +9.1% |
| 185 | HEFA | ISHARES TR | — | 25,664.0 | $1.1M | 0.08% | NEW | — | $41.36 | +10.4% |
| 186 | FAUG | FIRST TR EXCHNG TRADED FD VI | — | 20,002.0 | $1.1M | 0.08% | NEW | — | $52.95 | +5.9% |
| 187 | BNDX | VANGUARD CHARLOTTE FDS | — | 21,698.0 | $1.0M | 0.08% | NEW | — | $48.32 | -0.2% |
| 188 | SPYG | SPDR SERIES TRUST | — | 9,748.0 | $1.0M | 0.08% | NEW | — | $106.70 | +12.2% |
| 189 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 36,044.0 | $1.0M | 0.08% | NEW | — | $28.82 | -6.3% |
| 190 | FOCT | FIRST TR EXCHNG TRADED FD VI | — | 20,947.0 | $1.0M | 0.08% | NEW | — | $48.99 | +6.3% |
| 191 | BAC | BANK AMERICA CORP | Financial Services | 18,616.0 | $1.0M | 0.08% | NEW | — | $55.00 | -7.1% |
| 192 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 14,544.0 | $1.0M | 0.08% | NEW | — | $69.47 | +9.0% |
| 193 | DFGX | DIMENSIONAL ETF TRUST | — | 19,100.0 | $1.0M | 0.08% | NEW | — | $52.63 | +0.8% |
| 194 | OEF | ISHARES TR | — | 2,927.0 | $1.0M | 0.08% | NEW | — | $343.00 | +9.0% |
| 195 | QYLD | GLOBAL X FDS | — | 56,614.0 | $1.0M | 0.08% | NEW | — | $17.67 | +1.9% |
| 196 | QQQH | NEOS ETF TRUST | — | 18,399.0 | $999K | 0.08% | NEW | — | $54.30 | +2.8% |
| 197 | EPD | ENTERPRISE PRODS PARTNERS L | Energy | 31,129.0 | $998K | 0.08% | NEW | — | $32.06 | +18.5% |
| 198 | UTHR | UNITED THERAPEUTICS CORP DEL | Healthcare | 2,048.0 | $998K | 0.08% | NEW | — | $487.25 | +17.1% |
| 199 | SLV | ISHARES SILVER TR | Financial Services | 15,117.0 | $974K | 0.08% | NEW | — | $64.42 | +4.8% |
| 200 | F | FORD MTR CO | Consumer Cyclical | 73,547.0 | $965K | 0.08% | NEW | — | $13.12 | +21.0% |
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%