Portfolio (Quarterly)
Guide ↗
Signal Advisors Wealth, LLC
· CIK 0002010926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 321 | TLT | ISHARES TR | — | 5,322.0 | $464K | 0.04% | NEW | — | $87.15 | -2.1% |
| 322 | XLI | SELECT SECTOR SPDR TR | — | 2,989.0 | $464K | 0.04% | NEW | — | $155.12 | +12.4% |
| 323 | STLD | STEEL DYNAMICS INC | Basic Materials | 2,732.0 | $463K | 0.04% | NEW | — | $169.46 | +52.4% |
| 324 | ABT | ABBOTT LABS | Healthcare | 3,678.0 | $461K | 0.04% | NEW | — | $125.29 | -31.6% |
| 325 | FOXA | FOX CORP | Communication Services | 6,299.0 | $460K | 0.04% | NEW | — | $73.07 | -10.4% |
| 326 | CWB | SPDR SERIES TRUST | — | 5,155.0 | $460K | 0.04% | NEW | — | $89.20 | +19.9% |
| 327 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 1,480.0 | $450K | 0.04% | NEW | — | $303.99 | +39.1% |
| 328 | QCOM | QUALCOMM INC | Technology | 2,628.0 | $450K | 0.04% | NEW | — | $171.05 | +36.5% |
| 329 | GE | GE AEROSPACE | Industrials | 1,447.0 | $446K | 0.04% | NEW | — | $308.03 | +3.0% |
| 330 | SPYI | NEOS ETF TRUST | — | 8,474.0 | $445K | 0.04% | NEW | — | $52.53 | +2.1% |
| 331 | SCHA | SCHWAB STRATEGIC TR | — | 15,499.0 | $441K | 0.04% | NEW | — | $28.48 | +19.3% |
| 332 | TIPX | SPDR SERIES TRUST | — | 23,061.0 | $440K | 0.04% | NEW | — | $19.08 | +0.5% |
| 333 | UAPR | INNOVATOR ETFS TRUST | — | 13,354.0 | $438K | 0.04% | NEW | — | $32.77 | +6.8% |
| 334 | SNOW | SNOWFLAKE INC | Technology | 1,987.0 | $436K | 0.04% | NEW | — | $219.36 | -20.1% |
| 335 | DRI | DARDEN RESTAURANTS INC | Consumer Cyclical | 2,364.0 | $435K | 0.04% | NEW | — | $183.99 | +11.9% |
| 336 | MRK | MERCK & CO INC | Healthcare | 4,129.0 | $435K | 0.04% | NEW | — | $105.25 | +14.2% |
| 337 | RTX | RTX CORPORATION | Industrials | 2,363.0 | $433K | 0.03% | NEW | — | $183.42 | -3.7% |
| 338 | PH | PARKER-HANNIFIN CORP | Industrials | 487.0 | $428K | 0.03% | NEW | — | $878.29 | -2.5% |
| 339 | CEG | CONSTELLATION ENERGY CORP | Utilities | 1,207.0 | $427K | 0.03% | NEW | — | $353.37 | -18.3% |
| 340 | VBR | VANGUARD INDEX FDS | — | 1,989.0 | $421K | 0.03% | NEW | — | $211.81 | +11.0% |
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%