SIGNAL TREE FINANCIAL PARTNERS LLC Portfolio Holdings
Q3 2025•48 long positions•$126.2M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding51 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $24.3M 19.26% | +$391.5K Bought | — 39.5K shares | 38.9K → 39.5K +$391.5K | +1.64% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $19.7M 15.57% | +$489.1K Bought | — 325.6K shares | 317.5K → 325.6K +$489.1K | +2.55% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.8M 7.0% | +$775.7K Bought | — 166.3K shares | 151.7K → 166.3K +$775.7K | +9.63% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.4M 5.05% | +$264.7K Bought | — 33.5K shares | 32.2K → 33.5K +$264.7K | +4.33% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.8M 4.56% | +$5.2M Bought | — 22.6K shares | 2.4K → 22.6K +$5.2M | +851.37% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $5.3M 4.19% | +$141.9K Bought | — 67.1K shares | 65.3K → 67.1K +$141.9K | +2.76% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.4M 3.48% | -$264.7K Sold | — 80.5K shares | 85.4K → 80.5K −$264.7K | -5.69% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.3M 3.44% | +$1.1M Bought | — 157.5K shares | 118.1K → 157.5K +$1.1M | +33.35% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.8M 3.01% | +$65.5K Bought | — 11.5K shares | 11.3K → 11.5K +$65.5K | +1.75% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.6M 2.87% | +$114.1K Bought | — 34.0K shares | 32.9K → 34.0K +$114.1K | +3.25% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.4M 2.72% | +$89.9K Bought | — 40.8K shares | 39.7K → 40.8K +$89.9K | +2.69% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.2M 2.5% | -$324.5K Sold | — 69.0K shares | 76.2K → 69.0K −$324.5K | -9.34% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.9M 2.29% | -$3.0M Sold | — 13.8K shares | 28.0K → 13.8K −$3.0M | -50.87% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.6M 2.06% | — | — 98.2K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.6M 2.04% | -$19.1K Sold | — 31.0K shares | 31.2K → 31.0K −$19.1K | -0.74% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.4M 1.88% | +$50.4K Bought | — 22.3K shares | 21.8K → 22.3K +$50.4K | +2.18% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.1M 1.7% | -$5.4K Sold | — 11.5K shares | 11.5K → 11.5K −$5.4K | -0.25% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.1M 1.66% | -$2.4M Sold | — 67.1K shares | 143.5K → 67.1K −$2.4M | -53.21% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 1.42% | -$22.1K Sold | — 36.1K shares | 36.5K → 36.1K −$22.1K | -1.21% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $1.6M 1.25% | — | 0.0% 6.2K shares | — | — | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.6M 1.23% | — | — 6.4K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.4M 1.12% | +$25.9K Bought | — 11.7K shares | 11.4K → 11.7K +$25.9K | +1.87% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 1.04% | -$2.4K Sold | — 2.2K shares | 2.2K → 2.2K −$2.4K | -0.18% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.1M 0.906% | -$94.3K Sold | — 14.6K shares | 15.8K → 14.6K −$94.3K | -7.62% | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $1.1M 0.874% | — | 0.0% 5.0K shares | — | — | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $835.0K 0.662% | -$2.8K Sold | — 10.6K shares | 10.7K → 10.6K −$2.8K | -0.33% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $827.5K 0.656% | — | — 8.3K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $758.3K 0.601% | +$758.3K New | — 2.6K shares | 0 → 2.6K +$758.3K | New | — — | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $674.1K 0.534% | -$41.6K Sold | 0.0% 1.3K shares | 1.4K → 1.3K −$41.6K | -5.81% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $536.3K 0.425% | — | 0.0% 2.2K shares | — | — | $409.03B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $454.1K 0.36% | -$4.1K Sold | — 17.2K shares | 17.3K → 17.2K −$4.1K | -0.89% | — — | Q4 2024 Held for 11 months | |
Medical - Devices Healthcare | $347.5K 0.275% | — | 0.0% 2.6K shares | — | — | $233.12B Mega Cap | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $346.7K 0.275% | — | 0.0% 696.0 shares | — | — | $1.08T Mega Cap | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $333.4K 0.264% | — | 0.0% 1.1K shares | — | — | $867.35B Mega Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $324.1K 0.257% | — | 0.0% 1.3K shares | — | — | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $312.0K 0.247% | — | — 2.7K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $294.5K 0.233% | -$8.8K Sold | — 3.9K shares | 4.0K → 3.9K −$8.8K | -2.91% | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $279.9K 0.222% | — | 0.0% 1.1K shares | — | — | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
Staffing & Employment Services Industrials | $270.3K 0.214% | — | 0.0% 927.0 shares | — | — | $118.89B Large Cap | Q4 2024 Held for 11 months | |
Household & Personal Products Consumer Defensive | $262.5K 0.208% | — | 0.0% 1.7K shares | — | — | $359.62B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $251.6K 0.199% | -$20.8K Sold | — 1.8K shares | 2.0K → 1.8K −$20.8K | -7.63% | — — | Q4 2024 Held for 11 months | |
Oil & Gas Integrated Energy | $249.1K 0.197% | -$3.4K Sold | 0.0% 2.2K shares | 2.3K → 2.2K −$3.4K | -1.33% | $480.68B Mega Cap | Q4 2024 Held for 11 months | |
Home Improvement Consumer Cyclical | $230.3K 0.182% | — | 0.0% 580.0 shares | — | — | $403.32B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $229.6K 0.182% | — | — 4.8K shares | — | — | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $223.2K 0.177% | +$223.2K New | — 627.0 shares | 0 → 627.0 +$223.2K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $221.5K 0.175% | — | — 7.6K shares | — | — | — — | Q1 2025 Held for 8 months | |
Aerospace & Defense Industrials | $215.3K 0.171% | +$215.3K New | 0.0% 716.0 shares | 0 → 716.0 +$215.3K | New | $319.00B Mega Cap | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $214.9K 0.17% | — | 0.0% 260.0 shares | — | — | $684.00B Mega Cap | Q2 2025 Held for 5 months | |
Entertainment Communication Services | - — | -$202.2K Sold | — - shares | 151.0 → 0 −$202.2K | Sold | $544.35B Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | - — | -$227.5K Sold | — - shares | 2.9K → 0 −$227.5K | Sold | — — | Q4 2024 Held for 11 months |
