Portfolio (Quarterly)
Guide ↗
Signal Advisors Wealth, LLC
· CIK 0002010926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | ANET | ARISTA NETWORKS INC | Technology | 10,171.0 | $1.3M | 0.11% | NEW | — | $131.02 | +17.8% |
| 162 | ABBV | ABBVIE INC | Healthcare | 5,830.0 | $1.3M | 0.11% | NEW | — | $228.49 | -5.7% |
| 163 | BOND | PIMCO ETF TR | — | 14,286.0 | $1.3M | 0.11% | NEW | — | $93.08 | -1.3% |
| 164 | — | J P MORGAN EXCHANGE TRADED F | — | 26,200.0 | $1.3M | 0.10% | NEW | — | $50.59 | — |
| 165 | SRLN | SSGA ACTIVE ETF TR | — | 31,807.0 | $1.3M | 0.10% | NEW | — | $41.27 | -1.7% |
| 166 | DFAC | DIMENSIONAL ETF TRUST | — | 33,097.0 | $1.3M | 0.10% | NEW | — | $39.59 | +11.0% |
| 167 | MO | ALTRIA GROUP INC | Consumer Defensive | 22,587.0 | $1.3M | 0.10% | NEW | — | $57.66 | +25.1% |
| 168 | — | GAMESTOP CORP NEW | — | 62,332.0 | $1.3M | 0.10% | NEW | — | $20.08 | — |
| 169 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 16,187.0 | $1.2M | 0.10% | NEW | — | $76.23 | -14.4% |
| 170 | VYM | VANGUARD WHITEHALL FDS | — | 8,479.0 | $1.2M | 0.10% | NEW | — | $143.52 | +10.3% |
| 171 | DIVO | AMPLIFY ETF TR | — | 27,288.0 | $1.2M | 0.10% | NEW | — | $44.50 | +3.5% |
| 172 | DSEP | FIRST TR EXCHNG TRADED FD VI | — | 26,973.0 | $1.2M | 0.10% | NEW | — | $44.91 | +5.0% |
| 173 | EJUL | INNOVATOR ETFS TRUST | — | 40,112.0 | $1.2M | 0.10% | NEW | — | $29.65 | +4.7% |
| 174 | EJAN | INNOVATOR ETFS TRUST | — | 34,964.0 | $1.2M | 0.09% | NEW | — | $33.79 | +6.4% |
| 175 | QFLR | INNOVATOR ETFS TRUST | — | 33,881.0 | $1.2M | 0.09% | NEW | — | $34.28 | +6.9% |
| 176 | FALN | ISHARES TR | — | 41,796.0 | $1.1M | 0.09% | NEW | — | $27.30 | -0.8% |
| 177 | IWF | ISHARES TR | — | 2,380.0 | $1.1M | 0.09% | NEW | — | $473.40 | -73.4% |
| 178 | MS | MORGAN STANLEY | Financial Services | 6,321.0 | $1.1M | 0.09% | NEW | — | $177.54 | +13.6% |
| 179 | GLDM | WORLD GOLD TR | Financial Services | 13,123.0 | $1.1M | 0.09% | NEW | — | $85.37 | +3.1% |
| 180 | MSTR | STRATEGY INC | Technology | 7,290.0 | $1.1M | 0.09% | NEW | — | $151.96 | +1.5% |
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%