Signify Wealth
Latest statistics and disclosures from Signify Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IYW, VGSH, NETZ, SPY, AMZN, and represent 46.01% of Signify Wealth's stock portfolio.
- Added to shares of these 10 stocks: VGSH, IYW, NETZ, SPY, VTI, TTAC, TTAI, QUAL, SPLV, IAU.
- Started 2 new stock positions in NFLX, BND.
- Reduced shares in these 10 stocks: TLT (-$5.1M), BIV, TSLA, AMZN, GOOGL, THLV, SJNK, XLRE, , .
- Sold out of its positions in TLT, HYG, BIL, XLY, XLF, XLI, XLK, XLRE, XLU, THLV. BLV, VWOB, VTIP, BNDX.
- Signify Wealth was a net seller of stock by $-9.2M.
- Signify Wealth has $60M in assets under management (AUM), dropping by -9.05%.
- Central Index Key (CIK): 0001769062
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Portfolio Holdings for Signify Wealth
Signify Wealth holds 22 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr U.s. Tech Etf (IYW) | 10.8 | $6.5M | +10% | 48k | 135.06 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 9.4 | $5.7M | +20% | 98k | 58.07 |
|
| Tcw Transform Etf Trust Transform System (NETZ) | 9.1 | $5.5M | +11% | 81k | 68.42 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 8.6 | $5.2M | +11% | 9.9k | 523.07 |
|
| Amazon (AMZN) | 8.1 | $4.9M | -13% | 27k | 180.38 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 6.8 | $4.1M | -14% | 27k | 150.93 |
|
| Apple (AAPL) | 6.6 | $4.0M | -6% | 23k | 171.48 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 5.4 | $3.3M | +12% | 20k | 164.35 |
|
| Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC) | 5.3 | $3.2M | +13% | 52k | 60.74 |
|
| Trimtabs Etf Tr Fcf Intl Qlty Et (TTAI) | 5.1 | $3.1M | +13% | 102k | 29.92 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 5.1 | $3.1M | +13% | 46k | 65.87 |
|
| Tesla Motors (TSLA) | 4.6 | $2.8M | -23% | 16k | 175.79 |
|
| Ishares Gold Tr Ishares New (IAU) | 4.2 | $2.5M | +14% | 60k | 42.01 |
|
| NVIDIA Corporation (NVDA) | 3.6 | $2.2M | -11% | 2.4k | 903.60 |
|
| Microsoft Corporation (MSFT) | 1.8 | $1.1M | +13% | 2.5k | 420.67 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.6 | $936k | +91% | 3.6k | 259.90 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.8 | $508k | -42% | 6.6k | 76.67 |
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.8 | $498k | -55% | 20k | 25.22 |
|
| Meta Platforms Cl A (META) | 0.8 | $477k | +52% | 982.00 | 485.38 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.8 | $459k | -66% | 6.1k | 75.40 |
|
| Netflix (NFLX) | 0.4 | $247k | NEW | 406.00 | 607.33 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $241k | NEW | 3.3k | 72.63 |
|
Past Filings by Signify Wealth
SEC 13F filings are viewable for Signify Wealth going back to 2020
- Signify Wealth 2024 Q1 filed April 25, 2024
- Signify Wealth 2023 Q4 filed Jan. 12, 2024
- Signify Wealth 2023 Q3 filed Oct. 11, 2023
- Signify Wealth 2023 Q2 filed July 17, 2023
- Signify Wealth 2023 Q1 filed April 20, 2023
- Signify Wealth 2022 Q4 filed Jan. 18, 2023
- Signify Wealth 2022 Q3 filed Oct. 12, 2022
- Signify Wealth 2022 Q2 filed July 18, 2022
- Signify Wealth 2022 Q1 filed May 10, 2022
- Signify Wealth 2021 Q4 filed Jan. 21, 2022
- Signify Wealth 2021 Q3 filed Nov. 2, 2021
- Signify Wealth 2021 Q2 filed July 23, 2021
- Signify Wealth 2021 Q1 filed May 6, 2021
- Signify Wealth 2020 Q4 filed Feb. 1, 2021