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| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| NFLX |
+406 | +$247 | | BND |
+3,316 | +$241 |
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| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| TLT |
-51,538 | -$5,096 | | THLV |
-25,477 | -$648 | | XLRE |
-13,705 | -$549 | | XLU |
-7,473 | -$473 | | XLK |
-2,176 | -$419 | | XLI |
-3,675 | -$419 | | BNDX |
-8,048 | -$397 | | XLF |
-9,798 | -$368 | | XLY |
-2,018 | -$361 | | BLV |
-4,614 | -$344 |
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| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| VGSH |
+16,541 | +$939 | | TTAI |
+12,394 | +$441 | | NETZ |
+8,238 | +$1,408 | | IAU |
+7,746 | +$482 | | TTAC |
+6,279 | +$571 | | SPLV |
+5,491 | +$492 | | IYW |
+4,773 | +$1,182 | | QUAL |
+2,255 | +$675 | | VTI |
+1,718 | +$489 | | SPY |
+994 | +$943 |
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| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| SJNK |
-24,591 | -$617 | | BIV |
-12,141 | -$933 | | TSLA |
-4,871 | -$2,351 | | BSV |
-4,832 | -$375 | | GOOGL |
-4,447 | -$315 | | AMZN |
-4,158 | +$134 | | AAPL |
-1,660 | -$807 | | NVDA |
-313 | +$835 | | MSFT |
+294 | +$222 |
Size ($ in 1000's)
At 03/31/2024: $60,305
At 12/31/2023: $66,308
Signify Wealth holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Signify Wealth 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Signify Wealth to be as follows, presented in the
table below with each row detailing each Signify Wealth position, ordered by largest to smallest position size.
The all-stocks-held-by-Signify Wealth table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Signify Wealth as of the latest filing.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ 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 | | VANGUARD BD INDEX FDS (BND) |
3,316 |
+3,316 |
$241 | | BND | 3,316 | +3,316 | $241 |  SPDR SER TR |
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$0 (exited) | | BIL | 0 | -3,682 | $0 | | VANGUARD BD INDEX FDS |
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$0 (exited) | | BLV | 0 | -4,614 | $0 | | VANGUARD CHARLOTTE FDS |
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$0 (exited) | | BNDX | 0 | -8,048 | $0 | | ISHARES TR |
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$0 (exited) | | HYG | 0 | -3,932 | $0 | | THOR LOW VOLATILITY ETF |
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$0 (exited) | | THLV | 0 | -25,477 | $0 | | ISHARES TR |
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$0 (exited) | | TLT | 0 | -51,538 | $0 | | VANGUARD MALVERN FDS |
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$0 (exited) | | VTIP | 0 | -4,542 | $0 | | VANGUARD WHITEHALL FDS |
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$0 (exited) | | VWOB | 0 | -3,534 | $0 | | SELECT SECTOR SPDR TR |
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$0 (exited) | | XLF | 0 | -9,798 | $0 | | SELECT SECTOR SPDR TR |
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$0 (exited) | | XLI | 0 | -3,675 | $0 | | SELECT SECTOR SPDR TR |
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$0 (exited) | | XLK | 0 | -2,176 | $0 | | SELECT SECTOR SPDR TR |
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$0 (exited) | | XLRE | 0 | -13,705 | $0 | | SELECT SECTOR SPDR TR |
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$0 (exited) | | XLU | 0 | -7,473 | $0 | | SELECT SECTOR SPDR TR |
0 |
-2,018 |
$0 (exited) | | XLY | 0 | -2,018 | $0 |
See Summary: Signify Wealth Top Holdings
See Details: Top 10 Stocks Held By Signify Wealth
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