Portfolio (Quarterly)
Guide ↗
Signal Advisors Wealth, LLC
· CIK 0002010926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | SGOV | ISHARES TR | — | 57,154.0 | $5.8M | 0.40% | +21K | +58.0% | $100.66 | -0.0% |
| 62 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 147,080.0 | $5.7M | 0.39% | -7K | -4.4% | $38.42 | +10.9% |
| 63 | GLD | SPDR GOLD TR | Financial Services | 12,617.0 | $5.4M | 0.37% | +673.0 | +5.6% | $430.29 | -5.4% |
| 64 | SCHD | SCHWAB STRATEGIC TR | — | 173,105.0 | $5.3M | 0.36% | +9K | +5.3% | $30.68 | +6.3% |
| 65 | AGG | ISHARES TR | — | 52,715.0 | $5.2M | 0.36% | +13K | +33.5% | $99.27 | -0.5% |
| 66 | PAPR | INNOVATOR ETFS TRUST | — | 130,889.0 | $5.2M | 0.36% | +26K | +24.6% | $39.80 | +5.6% |
| 67 | PJUL | INNOVATOR ETFS TRUST | — | 112,218.0 | $5.2M | 0.35% | +24K | +26.8% | $45.97 | +5.5% |
| 68 | PJAN | INNOVATOR ETFS TRUST | — | 110,946.0 | $5.1M | 0.35% | +23K | +26.8% | $46.13 | +6.9% |
| 69 | UBER | UBER TECHNOLOGIES INC | Technology | 70,609.0 | $5.1M | 0.35% | +8K | +12.9% | $71.93 | -2.0% |
| 70 | QQQ | INVESCO QQQ TR | Financial Services | 8,766.0 | $5.1M | 0.35% | +829.0 | +10.4% | $577.20 | +25.9% |
| 71 | POCT | INNOVATOR ETFS TRUST | — | 116,840.0 | $5.0M | 0.35% | +24K | +25.7% | $43.11 | +7.0% |
| 72 | XLI | SELECT SECTOR SPDR TR | — | 30,884.0 | $5.0M | 0.34% | +28K | +933.3% | $161.73 | +7.8% |
| 73 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 34,346.0 | $5.0M | 0.34% | +11K | +45.3% | $144.44 | +2.1% |
| 74 | XLE | SELECT SECTOR SPDR TR | — | 75,189.0 | $4.6M | 0.32% | +43K | +137.0% | $61.26 | -6.6% |
| 75 | VCIT | VANGUARD SCOTTSDALE FDS | — | 54,684.0 | $4.5M | 0.31% | +21K | +64.5% | $82.75 | -0.2% |
| 76 | MSI | MOTOROLA SOLUTIONS INC | Technology | 9,722.0 | $4.2M | 0.29% | +281.0 | +3.0% | $433.97 | -5.1% |
| 77 | VMBS | VANGUARD SCOTTSDALE FDS | — | 89,461.0 | $4.2M | 0.29% | +42K | +88.5% | $46.95 | -0.5% |
| 78 | LIN | LINDE PLC | Basic Materials | 8,389.0 | $4.2M | 0.28% | -710.0 | -7.8% | $495.75 | +3.1% |
| 79 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 9,016.0 | $4.2M | 0.28% | +904.0 | +11.1% | $460.99 | -8.3% |
| 80 | VRIG | INVESCO ACTIVELY MANAGED EXC | — | 165,445.0 | $4.1M | 0.28% | +106K | +179.3% | $25.03 | +0.1% |
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%