Signal Advisors Wealth, LLC Portfolio Holdings
Q3 2025•443 long positions•$1.1B portfolio value
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Holding539 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $60.1M 5.54% | +$10.1M Bought | — 766.9K shares | 638.5K → 766.9K +$10.1M | +20.11% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $46.1M 4.25% | +$13.2M Bought | — 1.1M shares | 756.9K → 1.1M +$13.2M | +40.17% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $38.2M 3.53% | +$9.6M Bought | — 637.8K shares | 477.7K → 637.8K +$9.6M | +33.52% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $28.0M 2.58% | +$5.1M Bought | — 656.8K shares | 536.4K → 656.8K +$5.1M | +22.43% | — — | Q3 2024 Held for 1y 2m | |
Semiconductors Technology | $27.1M 2.5% | +$4.0M Bought | 0.001% 145.5K shares | 124.1K → 145.5K +$4.0M | +17.24% | $4.54T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $25.7M 2.37% | -$18.1M Sold | — 38.6K shares | 65.8K → 38.6K −$18.1M | -41.3% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $24.6M 2.27% | +$4.7M Bought | — 854.3K shares | 692.4K → 854.3K +$4.7M | +23.38% | — — | Q1 2024 Held for 1y 8m | |
Software - Infrastructure Technology | $24.3M 2.24% | +$5.3M Bought | 0.001% 46.9K shares | 36.8K → 46.9K +$5.3M | +27.65% | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
Consumer Electronics Technology | $18.8M 1.73% | +$1.2M Bought | 0.0% 73.7K shares | 68.8K → 73.7K +$1.2M | +7.11% | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $18.3M 1.68% | +$91.4K Bought | — 577.6K shares | 574.8K → 577.6K +$91.4K | +0.5% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $15.7M 1.45% | +$5.1M Bought | — 289.6K shares | 195.7K → 289.6K +$5.1M | +48.0% | — — | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $15.5M 1.43% | +$3.4M Bought | 0.001% 70.4K shares | 54.7K → 70.4K +$3.4M | +28.65% | $2.34T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $14.0M 1.29% | +$3.9M Bought | — 274.5K shares | 198.4K → 274.5K +$3.9M | +38.38% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $13.8M 1.27% | +$2.9M Bought | — 72.6K shares | 57.4K → 72.6K +$2.9M | +26.45% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $13.1M 1.21% | +$3.1M Bought | — 587.3K shares | 446.0K → 587.3K +$3.1M | +31.67% | — — | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $13.1M 1.21% | +$3.3M Bought | 0.002% 41.5K shares | 31.0K → 41.5K +$3.3M | +33.8% | $867.35B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $12.6M 1.16% | +$2.4M Bought | — 253.3K shares | 204.1K → 253.3K +$2.4M | +24.12% | — — | Q3 2024 Held for 1y 2m | |
Financial - Credit Services Financial Services | $12.3M 1.13% | +$2.8M Bought | 0.002% 36.0K shares | 27.8K → 36.0K +$2.8M | +29.57% | $662.60B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $11.7M 1.08% | +$674.4K Bought | — 128.1K shares | 120.7K → 128.1K +$674.4K | +6.09% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $11.6M 1.07% | +$375.3K Bought | — 194.8K shares | 188.5K → 194.8K +$375.3K | +3.34% | — — | Q4 2023 Held for 1y 11m | |
Engineering & Construction Industrials | $11.2M 1.03% | +$3.1M Bought | 0.018% 27.0K shares | 19.5K → 27.0K +$3.1M | +38.76% | $61.8B Large Cap | Q3 2024 Held for 1y 2m | |
Internet Content & Information Communication Services | $10.9M 1.01% | +$2.4M Bought | 0.0% 44.9K shares | 35.0K → 44.9K +$2.4M | +28.29% | $2.95T Mega Cap | Q4 2023 Held for 1y 11m | |
Discount Stores Consumer Defensive | $10.7M 0.992% | +$2.8M Bought | 0.001% 104.3K shares | 76.7K → 104.3K +$2.8M | +36.07% | $821.68B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $10.6M 0.979% | +$5.4M Bought | — 209.0K shares | 102.6K → 209.0K +$5.4M | +103.76% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $10.2M 0.945% | -$6.9M Sold | — 36.4K shares | 60.7K → 36.4K −$6.9M | -40.07% | — — | Q4 2023 Held for 1y 11m | |
Software - Application Technology | $9.6M 0.884% | +$3.8M Bought | 0.005% 10.4K shares | 6.3K → 10.4K +$3.8M | +66.28% | $190.98B Large Cap | Q1 2025 Held for 8 months | |
Auto - Dealerships Consumer Cyclical | $9.4M 0.864% | +$3.6M Bought | 0.022% 208.2K shares | 127.0K → 208.2K +$3.6M | +63.86% | $43.5B Large Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $9.1M 0.844% | +$2.9M Bought | — 181.4K shares | 124.8K → 181.4K +$2.9M | +45.35% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $9.0M 0.833% | +$1.3M Bought | — 138.9K shares | 118.8K → 138.9K +$1.3M | +16.99% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $9.0M 0.832% | +$2.7M Bought | — 210.8K shares | 148.6K → 210.8K +$2.7M | +41.88% | — — | Q4 2024 Held for 11 months | |
Oil & Gas Exploration & Production Energy | $9.0M 0.827% | +$3.0M Bought | 0.022% 62.6K shares | 41.5K → 62.6K +$3.0M | +50.72% | $41.4B Large Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $8.7M 0.8% | +$1.6M Bought | — 34.1K shares | 27.6K → 34.1K +$1.6M | +23.36% | — — | Q4 2023 Held for 1y 11m | |
Insurance - Property & Casualty Financial Services | $8.5M 0.781% | +$3.5M Bought | 0.006% 34.3K shares | 20.3K → 34.3K +$3.5M | +69.1% | $144.81B Large Cap | Q1 2024 Held for 1y 8m | |
Information Technology Services Technology | $8.3M 0.768% | +$2.8M Bought | 0.03% 34.9K shares | 23.3K → 34.9K +$2.8M | +49.72% | $27.9B Large Cap | Q4 2023 Held for 1y 11m | |
REIT - Specialty Real Estate | $8.1M 0.744% | +$8.1M Bought | 0.009% 42.0K shares | — | — | $90.1B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $8.0M 0.74% | +$795.9K Bought | — 171.3K shares | 154.3K → 171.3K +$795.9K | +11.02% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $8.0M 0.739% | +$2.2M Bought | — 209.5K shares | 152.7K → 209.5K +$2.2M | +37.21% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $8.0M 0.736% | +$3.4M Bought | — 57.3K shares | 33.1K → 57.3K +$3.4M | +73.23% | — — | Q4 2023 Held for 1y 11m | |
Industrial - Machinery Industrials | $7.9M 0.732% | +$3.1M Bought | 0.015% 15.9K shares | 9.7K → 15.9K +$3.1M | +63.33% | $53.7B Large Cap | Q1 2024 Held for 1y 8m | |
Medical - Care Facilities Healthcare | $7.8M 0.722% | +$3.5M Bought | 0.12% 17.5K shares | 9.6K → 17.5K +$3.5M | +82.2% | $6.5B Mid Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $7.8M 0.716% | -$3.2M Sold | — 23.6K shares | 33.3K → 23.6K −$3.2M | -29.06% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $7.7M 0.707% | -$1.3M Sold | — 64.8K shares | 75.8K → 64.8K −$1.3M | -14.52% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.0M 0.645% | +$5.7M Bought | — 259.3K shares | 49.4K → 259.3K +$5.7M | +424.91% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $6.8M 0.623% | +$6.8M Bought | — 142.1K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $6.2M 0.576% | +$1.8M Bought | — 265.3K shares | 187.8K → 265.3K +$1.8M | +41.24% | — — | Q1 2024 Held for 1y 8m | |
Internet Content & Information Communication Services | $6.1M 0.567% | +$883.4K Bought | 0.0% 8.4K shares | 7.2K → 8.4K +$883.4K | +16.8% | $1.84T Mega Cap | Q4 2023 Held for 1y 11m | |
Auto - Manufacturers Consumer Cyclical | $6.0M 0.553% | -$1.9M Sold | 0.0% 13.5K shares | 17.7K → 13.5K −$1.9M | -23.78% | $1.48T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.7M 0.529% | +$1.2M Bought | — 8.6K shares | 6.7K → 8.6K +$1.2M | +27.06% | — — | Q4 2023 Held for 1y 11m | |
Software - Application Technology | $5.7M 0.525% | +$1.2M Bought | 0.003% 58.1K shares | 46.0K → 58.1K +$1.2M | +26.32% | $204.31B Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $5.3M 0.49% | -$9.7M Sold | — 114.6K shares | 323.8K → 114.6K −$9.7M | -64.6% | — — | Q4 2023 Held for 1y 11m |
