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Size ($ in 1000's)
At 03/31/2024: $402,913 At 12/31/2023: $288,430
Signal Advisors Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Signal Advisors Wealth LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Signal Advisors Wealth LLC top holdings by largest position size, as per the latest 13f filing made by Signal Advisors Wealth LLC.
In the Signal Advisors Wealth LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Signal Advisors Wealth LLC in that top holding, then the share count change between reporting periods, and finally the Signal Advisors Wealth LLC top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
PACER FDS TR |
567,915 |
+10,096 |
$15,339 | PSFF | 567,915 | +10,096 | $15,339 | INVESCO QQQ TR |
32,309 |
+8,128 |
$14,346 | QQQ | 32,309 | +8,128 | $14,346 | SPDR S&P 500 ETF TR (SPY) |
24,020 |
+8,866 |
$12,564 | SPY | 24,020 | +8,866 | $12,564 | SPDR SER TR (SPLG) |
198,914 |
+23,993 |
$12,239 | SPLG | 198,914 | +23,993 | $12,239 | ISHARES TR (IVV) |
19,627 |
-1,652 |
$10,319 | IVV | 19,627 | -1,652 | $10,319 | RBB FD INC |
166,828 |
+80,241 |
$8,091 | UFIV | 166,828 | +80,241 | $8,091 | VANGUARD INDEX FDS (VUG) |
21,981 |
+1,383 |
$7,566 | VUG | 21,981 | +1,383 | $7,566 | ISHARES TR (QUAL) |
38,981 |
+3,319 |
$6,407 | QUAL | 38,981 | +3,319 | $6,407 | RBB FD INC |
139,475 |
+73,478 |
$6,144 | UTEN | 139,475 | +73,478 | $6,144 | J P MORGAN EXCHANGE TRADED F (JEPI) |
104,556 |
+23,441 |
$6,050 | JEPI | 104,556 | +23,441 | $6,050 | AMPLIFY ETF TR (DIVO) |
149,818 |
+33,786 |
$5,825 | DIVO | 149,818 | +33,786 | $5,825 | ISHARES TR (IUSB) |
126,824 |
+34,869 |
$5,782 | IUSB | 126,824 | +34,869 | $5,782 | SPDR SER TR (SPYG) |
77,941 |
-3,943 |
$5,701 | SPYG | 77,941 | -3,943 | $5,701 | APPLE INC |
31,446 |
+12,568 |
$5,392 | AAPL | 31,446 | +12,568 | $5,392 | MICROSOFT CORP |
12,732 |
+4,243 |
$5,357 | MSFT | 12,732 | +4,243 | $5,357 | VANECK ETF TRUST (MOAT) |
57,583 |
+8,768 |
$5,177 | MOAT | 57,583 | +8,768 | $5,177 | ISHARES GOLD TR (IAU) |
122,436 |
+47,488 |
$5,144 | IAU | 122,436 | +47,488 | $5,144 | FIRST TR EXCHNG TRADED FD VI (FAPR) |
126,407 |
+28,599 |
$4,606 | FAPR | 126,407 | +28,599 | $4,606 | FIRST TR EXCHNG TRADED FD VI (DMAR) |
125,052 |
+12,265 |
$4,364 | DMAR | 125,052 | +12,265 | $4,364 | VANGUARD SCOTTSDALE FDS (VGSH) |
74,566 |
+7,739 |
$4,330 | VGSH | 74,566 | +7,739 | $4,330 | FIRST TR EXCHNG TRADED FD VI (FJAN) |
103,123 |
+11,212 |
$4,329 | FJAN | 103,123 | +11,212 | $4,329 | VANGUARD TAX MANAGED FDS (VEA) |
86,045 |
+19,489 |
$4,317 | VEA | 86,045 | +19,489 | $4,317 | FIRST TR EXCHNG TRADED FD VI (DAUG) |
113,558 |
+10,562 |
$4,202 | DAUG | 113,558 | +10,562 | $4,202 | INVESCO EXCH TRD SLF IDX FD |
86,985 |
-6,150 |
$4,128 | IUS | 86,985 | -6,150 | $4,128 | SCHWAB STRATEGIC TR |
50,093 |
+10,006 |
$4,039 | SCHD | 50,093 | +10,006 | $4,039 | ISHARES TR (AGG) |
41,204 |
+214 |
$4,036 | AGG | 41,204 | +214 | $4,036 | TESLA INC |
22,106 |
+1,471 |
$3,886 | TSLA | 22,106 | +1,471 | $3,886 | SELECT SECTOR SPDR TR (XLK) |
18,439 |
+4,797 |
$3,840 | XLK | 18,439 | +4,797 | $3,840 | SELECT SECTOR SPDR TR (XLC) |
46,742 |
+16,788 |
$3,817 | XLC | 46,742 | +16,788 | $3,817 | AMAZON COM INC |
20,443 |
+1,752 |
$3,688 | AMZN | 20,443 | +1,752 | $3,688 | SCHWAB STRATEGIC TR |
54,431 |
+6,765 |
$3,668 | FNDX | 54,431 | +6,765 | $3,668 | ISHARES TR (TLT) |
38,750 |
+354 |
$3,667 | TLT | 38,750 | +354 | $3,667 | NVIDIA CORPORATION |
3,910 |
+739 |
$3,533 | NVDA | 3,910 | +739 | $3,533 | ISHARES TR (EFV) |
63,009 |
-437 |
$3,428 | EFV | 63,009 | -437 | $3,428 | ISHARES TR (EFG) |
31,784 |
+7,992 |
$3,299 | EFG | 31,784 | +7,992 | $3,299 | ISHARES TR (IUSG) |
27,283 |
-1,003 |
$3,198 | IUSG | 27,283 | -1,003 | $3,198 | VANGUARD INDEX FDS (VOO) |
6,416 |
+1,933 |
$3,084 | VOO | 6,416 | +1,933 | $3,084 | BERKSHIRE HATHAWAY INC DEL |
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$3,060 | BRK.B | 7,277 | +264 | $3,060 | ISHARES TR (IWY) |
15,054 |
+11,155 |
$2,937 | IWY | 15,054 | +11,155 | $2,937 | ISHARES TR (IVW) |
34,483 |
+13,390 |
$2,912 | IVW | 34,483 | +13,390 | $2,912 | WATERS CORP |
8,056 |
UNCH |
$2,773 | WAT | 8,056 | UNCH | $2,773 | ISHARES TR (IVE) |
14,476 |
+7,839 |
$2,704 | IVE | 14,476 | +7,839 | $2,704 | WISDOMTREE TR |
37,065 |
-3,913 |
$2,676 | DLN | 37,065 | -3,913 | $2,676 | BLACKROCK ETF TRUST (DYNF) |
59,807 |
+59,807 |
$2,655 | DYNF | 59,807 | +59,807 | $2,655 | ISHARES TR (MBB) |
27,864 |
+1,175 |
$2,575 | MBB | 27,864 | +1,175 | $2,575 | ALPHABET INC |
16,343 |
+472 |
$2,488 | GOOG | 16,343 | +472 | $2,488 | VANGUARD INDEX FDS (VTV) |
14,217 |
-550 |
$2,315 | VTV | 14,217 | -550 | $2,315 | EXCHANGE LISTED FDS TR (CLSM) |
111,430 |
+111,430 |
$2,284 | CLSM | 111,430 | +111,430 | $2,284 | ISHARES INC (IEMG) |
43,871 |
+1,577 |
$2,264 | IEMG | 43,871 | +1,577 | $2,264 | ETF SER SOLUTIONS (JUCY) |
94,720 |
+17,746 |
$2,215 | JUCY | 94,720 | +17,746 | $2,215 |
See Full List: All Stocks Held By Signal Advisors Wealth LLC
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Signal Advisors Wealth LLC
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