Portfolio (Quarterly)
Guide ↗
Signal Advisors Wealth, LLC
· CIK 0002010926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | WPC | WP CAREY INC | Real Estate | 14,111.0 | $959K | 0.07% | +2K | +14.0% | $67.96 | +10.2% |
| 242 | DSCO | DOUBLELINE ETF TRUST | — | 38,253.0 | $950K | 0.07% | NEW | — | $24.85 | -0.2% |
| 243 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 17,001.0 | $944K | 0.07% | +9K | +104.3% | $55.52 | +9.4% |
| 244 | MCD | MCDONALDS CORP | Consumer Cyclical | 3,009.0 | $935K | 0.06% | +197.0 | +7.0% | $310.75 | -9.6% |
| 245 | BUFF | INNOVATOR ETFS TRUST | — | 18,904.0 | $934K | 0.06% | +2K | +12.6% | $49.41 | +6.2% |
| 246 | VGIT | VANGUARD SCOTTSDALE FDS | — | 15,628.0 | $931K | 0.06% | -371.0 | -2.3% | $59.55 | -1.0% |
| 247 | QYLD | GLOBAL X FDS | — | 54,119.0 | $928K | 0.06% | -2K | -4.4% | $17.15 | +5.0% |
| 248 | TFI | SPDR SERIES TRUST | — | 20,313.0 | $921K | 0.06% | +653.0 | +3.3% | $45.34 | +0.3% |
| 249 | XLB | SELECT SECTOR SPDR TR | — | 18,362.0 | $918K | 0.06% | +7K | +63.8% | $49.97 | +2.4% |
| 250 | DLTR | DOLLAR TREE INC | Consumer Defensive | 8,345.0 | $914K | 0.06% | NEW | — | $109.51 | -12.5% |
| 251 | BNDI | NEOS ETF TRUST | — | 19,295.0 | $911K | 0.06% | +3K | +16.2% | $47.20 | -0.4% |
| 252 | C | CITIGROUP INC | Financial Services | 8,021.0 | $910K | 0.06% | +1K | +19.9% | $113.41 | +10.5% |
| 253 | FTSM | FIRST TR EXCHANGE-TRADED FD | — | 15,015.0 | $898K | 0.06% | +5K | +45.6% | $59.78 | +0.3% |
| 254 | BAI | BLACKROCK ETF TRUST | — | 27,091.0 | $893K | 0.06% | — | — | $32.95 | +51.1% |
| 255 | FFEB | FIRST TR EXCHNG TRADED FD VI | — | 15,920.0 | $889K | 0.06% | +12K | +315.3% | $55.85 | +8.9% |
| 256 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 12,201.0 | $884K | 0.06% | NEW | — | $72.46 | +23.2% |
| 257 | VOT | VANGUARD INDEX FDS | — | 3,391.0 | $873K | 0.06% | +507.0 | +17.6% | $257.34 | +13.9% |
| 258 | PYLD | PIMCO ETF TR | — | 33,229.0 | $871K | 0.06% | +14K | +70.7% | $26.20 | +0.8% |
| 259 | F | FORD MTR CO | Consumer Cyclical | 75,268.0 | $869K | 0.06% | +2K | +2.3% | $11.54 | +37.6% |
| 260 | ETN | EATON CORP PLC | Industrials | 2,428.0 | $868K | 0.06% | +214.0 | +9.7% | $357.62 | +13.6% |
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%