Portfolio (Quarterly)
Guide ↗
Signal Advisors Wealth, LLC
· CIK 0002010926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | IUSB | ISHARES TR | — | 54,197.0 | $2.5M | 0.20% | NEW | — | $46.54 | -1.1% |
| 102 | IVE | ISHARES TR | — | 11,818.0 | $2.5M | 0.20% | NEW | — | $212.06 | +7.5% |
| 103 | SFLR | INNOVATOR ETFS TRUST | — | 67,487.0 | $2.5M | 0.20% | NEW | — | $36.86 | +4.7% |
| 104 | FISR | SSGA ACTIVE TR | — | 94,305.0 | $2.4M | 0.19% | NEW | — | $25.91 | -1.4% |
| 105 | PHM | PULTE GROUP INC | Consumer Cyclical | 20,601.0 | $2.4M | 0.19% | NEW | — | $117.26 | +1.6% |
| 106 | SPGI | S&P GLOBAL INC | Financial Services | 4,617.0 | $2.4M | 0.19% | NEW | — | $522.63 | -20.4% |
| 107 | QUAL | ISHARES TR | — | 11,963.0 | $2.4M | 0.19% | NEW | — | $198.62 | +8.4% |
| 108 | SYK | STRYKER CORPORATION | Healthcare | 6,743.0 | $2.4M | 0.19% | NEW | — | $351.46 | -12.9% |
| 109 | BFRZ | INNOVATOR ETFS TRUST | — | 88,153.0 | $2.4M | 0.19% | NEW | — | $26.84 | +1.3% |
| 110 | — | BONDBLOXX ETF TRUST | — | 46,949.0 | $2.4M | 0.19% | NEW | — | $50.12 | — |
| 111 | GWX | SPDR INDEX SHS FDS | — | 56,832.0 | $2.3M | 0.18% | NEW | — | $40.86 | +14.0% |
| 112 | EFV | ISHARES TR | — | 31,965.0 | $2.3M | 0.18% | NEW | — | $71.41 | +10.7% |
| 113 | AMD | ADVANCED MICRO DEVICES INC | Technology | 10,530.0 | $2.3M | 0.18% | NEW | — | $214.15 | +131.4% |
| 114 | VTV | VANGUARD INDEX FDS | — | 11,786.0 | $2.3M | 0.18% | NEW | — | $190.99 | +10.9% |
| 115 | VMBS | VANGUARD SCOTTSDALE FDS | — | 47,466.0 | $2.2M | 0.18% | NEW | — | $47.08 | -0.8% |
| 116 | SMH | VANECK ETF TRUST | — | 6,104.0 | $2.2M | 0.17% | NEW | — | $360.15 | +65.3% |
| 117 | CTAS | CINTAS CORP | Industrials | 11,583.0 | $2.2M | 0.17% | NEW | — | $188.07 | -9.7% |
| 118 | SHOP | SHOPIFY INC | Technology | 13,508.0 | $2.2M | 0.17% | NEW | — | $160.97 | -33.8% |
| 119 | CERY | SPDR SERIES TRUST | — | 75,954.0 | $2.2M | 0.17% | NEW | — | $28.55 | +27.5% |
| 120 | BKLN | INVESCO EXCH TRADED FD TR II | — | 102,319.0 | $2.1M | 0.17% | NEW | — | $21.00 | -2.4% |
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
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%