Signify Wealth
Latest statistics and disclosures from Signify Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IYW, VGSH, SPY, PWRD, TSLA, and represent 40.17% of Signify Wealth's stock portfolio.
- Added to shares of these 10 stocks: XLE, VGSH, IYW, SPY, EFA, ABLG, PWRD, RSP, SPLV, QUAL.
- Started 1 new stock position in XLE.
- Reduced shares in these 10 stocks: , MELI, HEI, , NVDA, AAPL, RR, AMZN, BSV, GOOGL.
- Sold out of its positions in HEI, MELI, RR, SJNK, XLU.
- Signify Wealth was a net buyer of stock by $3.4M.
- Signify Wealth has $89M in assets under management (AUM), dropping by 8.55%.
- Central Index Key (CIK): 0001769062
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Portfolio Holdings for Signify Wealth
Signify Wealth holds 26 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr U.s. Tech Etf (IYW) | 9.8 | $8.7M | +5% | 54k | 159.52 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 8.7 | $7.7M | +7% | 132k | 58.18 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 7.7 | $6.8M | +6% | 12k | 586.08 |
|
| Tcw Etf Trust Transform System (PWRD) | 7.5 | $6.6M | +5% | 91k | 72.57 |
|
| Tesla Motors (TSLA) | 6.5 | $5.8M | 14k | 403.84 |
|
|
| Amazon (AMZN) | 6.4 | $5.6M | 26k | 219.39 |
|
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| Apple (AAPL) | 5.6 | $5.0M | 20k | 250.42 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 5.2 | $4.6M | 24k | 189.30 |
|
|
| Trimtabs Etf Tr Abacus Fcf Leade (ABFL) | 4.8 | $4.3M | +5% | 65k | 66.47 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 4.8 | $4.2M | +7% | 24k | 178.08 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 4.8 | $4.2M | +8% | 60k | 70.00 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 4.7 | $4.1M | +9% | 24k | 175.23 |
|
| Trimtabs Etf Tr Abacus Fcf Inter (ABLG) | 4.5 | $4.0M | +11% | 139k | 28.67 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 4.5 | $4.0M | +12% | 53k | 75.61 |
|
| Ishares Gold Tr Ishares New (IAU) | 3.9 | $3.4M | +6% | 69k | 49.51 |
|
| Select Sector Spdr Tr Energy (XLE) | 3.5 | $3.1M | NEW | 36k | 85.66 |
|
| NVIDIA Corporation (NVDA) | 2.0 | $1.8M | -3% | 13k | 134.29 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.5 | $1.4M | +8% | 4.7k | 289.81 |
|
| Microsoft Corporation (MSFT) | 1.1 | $932k | 2.2k | 421.55 |
|
|
| Meta Platforms Cl A (META) | 0.6 | $576k | 983.00 | 585.62 |
|
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| Netflix (NFLX) | 0.5 | $451k | 506.00 | 891.32 |
|
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| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $325k | 950.00 | 342.16 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $288k | +26% | 4.0k | 71.91 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $247k | +9% | 1.0k | 240.28 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $239k | +11% | 5.0k | 47.82 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $207k | -6% | 2.7k | 77.27 |
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Past Filings by Signify Wealth
SEC 13F filings are viewable for Signify Wealth going back to 2020
- Signify Wealth 2024 Q4 filed Feb. 6, 2025
- Signify Wealth 2024 Q3 filed Oct. 30, 2024
- Signify Wealth 2024 Q2 filed July 22, 2024
- 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