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Size ($ in 1000's)
At 03/31/2024: $60,305 At 12/31/2023: $66,308
Signify Wealth holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Signify Wealth 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Signify Wealth top holdings by largest position size, as per the latest 13f filing made by Signify Wealth.
In the Signify Wealth-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Signify Wealth in that top holding, then the share count change between reporting periods, and finally the Signify Wealth top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
ISHARES TR (IYW) |
48,440 |
+4,773 |
$6,542 | IYW | 48,440 | +4,773 | $6,542 | VANGUARD SCOTTSDALE FDS (VGSH) |
97,778 |
+16,541 |
$5,678 | VGSH | 97,778 | +16,541 | $5,678 | TCW TRANSFORM ETF TRUST (NETZ) |
80,563 |
+8,238 |
$5,512 | NETZ | 80,563 | +8,238 | $5,512 | SPDR S&P 500 ETF TR (SPY) |
9,860 |
+994 |
$5,157 | SPY | 9,860 | +994 | $5,157 | AMAZON COM INC |
26,931 |
-4,158 |
$4,858 | AMZN | 26,931 | -4,158 | $4,858 | ALPHABET INC |
27,277 |
-4,447 |
$4,117 | GOOGL | 27,277 | -4,447 | $4,117 | APPLE INC |
23,153 |
-1,660 |
$3,970 | AAPL | 23,153 | -1,660 | $3,970 | ISHARES TR (QUAL) |
19,945 |
+2,255 |
$3,278 | QUAL | 19,945 | +2,255 | $3,278 | TRIMTABS ETF TR (TTAC) |
52,370 |
+6,279 |
$3,181 | TTAC | 52,370 | +6,279 | $3,181 | TRIMTABS ETF TR (TTAI) |
102,349 |
+12,394 |
$3,062 | TTAI | 102,349 | +12,394 | $3,062 | INVESCO EXCH TRADED FD TR II (SPLV) |
46,324 |
+5,491 |
$3,051 | SPLV | 46,324 | +5,491 | $3,051 | TESLA INC |
15,689 |
-4,871 |
$2,758 | TSLA | 15,689 | -4,871 | $2,758 | ISHARES GOLD TR (IAU) |
60,241 |
+7,746 |
$2,531 | IAU | 60,241 | +7,746 | $2,531 | NVIDIA CORPORATION |
2,422 |
-313 |
$2,189 | NVDA | 2,422 | -313 | $2,189 | MICROSOFT CORP |
2,509 |
+294 |
$1,055 | MSFT | 2,509 | +294 | $1,055 | VANGUARD INDEX FDS (VTI) |
3,602 |
+1,718 |
$936 | VTI | 3,602 | +1,718 | $936 | VANGUARD BD INDEX FDS (BSV) |
6,631 |
-4,832 |
$508 | BSV | 6,631 | -4,832 | $508 | SPDR SER TR (SJNK) |
19,747 |
-24,591 |
$498 | SJNK | 19,747 | -24,591 | $498 | META PLATFORMS INC |
982 |
+338 |
$477 | META | 982 | +338 | $477 | VANGUARD BD INDEX FDS (BIV) |
6,082 |
-12,141 |
$459 | BIV | 6,082 | -12,141 | $459 | NETFLIX INC |
406 |
+406 |
$247 | NFLX | 406 | +406 | $247 |
See Full List: All Stocks Held By Signify Wealth
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Signify Wealth
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