Portfolio (Quarterly)
Guide ↗
Signal Advisors Wealth, LLC
· CIK 0002010926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 481 | HLT | HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 964.0 | $293K | 0.02% | +43.0 | +4.7% | $303.95 | +10.3% |
| 482 | IJH | ISHARES TR | — | 4,316.0 | $291K | 0.02% | -612.0 | -12.4% | $67.52 | +10.3% |
| 483 | CORP | PIMCO ETF TR | — | 3,005.0 | $291K | 0.02% | +934.0 | +45.1% | $96.81 | -0.0% |
| 484 | DON | WISDOMTREE TR | — | 5,505.0 | $289K | 0.02% | +420.0 | +8.3% | $52.54 | +5.6% |
| 485 | LMBS | FIRST TR EXCHANGE-TRADED FD | — | 5,746.0 | $286K | 0.02% | -276.0 | -4.6% | $49.81 | -0.2% |
| 486 | VTWO | VANGUARD SCOTTSDALE FDS | — | 2,856.0 | $286K | 0.02% | -102.0 | -3.5% | $100.18 | +17.1% |
| 487 | INTL | NORTHERN LTS FD TR IV | — | 10,028.0 | $284K | 0.02% | NEW | — | $28.37 | +9.3% |
| 488 | PSI | INVESCO EXCHANGE TRADED FD T | — | 2,997.0 | $283K | 0.02% | -185.0 | -5.8% | $94.37 | +68.5% |
| 489 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 4,504.0 | $283K | 0.02% | +280.0 | +6.6% | $62.75 | -19.7% |
| 490 | ESGU | ISHARES TR | — | 1,985.0 | $281K | 0.02% | — | — | $141.44 | +15.6% |
| 491 | — | J P MORGAN EXCHANGE TRADED F | — | 4,567.0 | $280K | 0.02% | -1K | -20.3% | $61.32 | — |
| 492 | PSX | PHILLIPS 66 | Energy | 1,521.0 | $277K | 0.02% | NEW | — | $182.23 | -3.3% |
| 493 | FMF | FIRST TR EXCHANGE-TRADED FD | — | 5,468.0 | $277K | 0.02% | -492.0 | -8.3% | $50.62 | +1.1% |
| 494 | DE | DEERE & CO | Industrials | 488.0 | $275K | 0.02% | +20.0 | +4.3% | $563.63 | -6.3% |
| 495 | VV | VANGUARD INDEX FDS | — | 914.0 | $273K | 0.02% | +13.0 | +1.4% | $298.92 | +15.4% |
| 496 | DHS | WISDOMTREE TR | — | 2,496.0 | $273K | 0.02% | +56.0 | +2.3% | $109.20 | +3.6% |
| 497 | CDC | VICTORY PORTFOLIOS II | — | 3,796.0 | $271K | 0.02% | — | — | $71.43 | +2.8% |
| 498 | YUM | YUM BRANDS INC | Consumer Cyclical | 1,737.0 | $270K | 0.02% | -17.0 | -1.0% | $155.51 | -2.0% |
| 499 | USFR | WISDOMTREE TR | — | 5,337.0 | $269K | 0.02% | NEW | — | $50.34 | -0.0% |
| 500 | SHY | ISHARES TR | — | 3,239.0 | $267K | 0.02% | NEW | — | $82.58 | -0.4% |
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%