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 39.83% of Signify Wealth's stock portfolio.
- Added to shares of these 10 stocks: RSP, XLU, VGSH, SPY, TTAI, NETZ, EFA, SPLV, TTAC, QUAL.
- Started 7 new stock positions in CRWD, NFLX, HEI, MELI, XLU, RSP, RR.
- Reduced shares in these 10 stocks: NVDA, IYW, AAPL, BIV, TSLA, SJNK, GOOGL, VWO, AMZN, VTI.
- Sold out of its positions in BIV, VWO.
- Signify Wealth was a net buyer of stock by $8.7M.
- Signify Wealth has $82M in assets under management (AUM), dropping by 17.44%.
- Central Index Key (CIK): 0001769062
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Portfolio Holdings for Signify Wealth
Signify Wealth holds 30 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr U.s. Tech Etf (IYW) | 9.6 | $7.8M | -11% | 52k | 151.62 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 8.9 | $7.3M | +22% | 123k | 59.02 |
|
| Tcw Etf Trust Transform System (NETZ) | 7.8 | $6.4M | +10% | 86k | 73.93 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 7.7 | $6.3M | +11% | 11k | 573.76 |
|
| Amazon (AMZN) | 5.9 | $4.8M | -3% | 26k | 186.33 |
|
| Apple (AAPL) | 5.7 | $4.7M | -14% | 20k | 233.00 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 5.0 | $4.1M | -5% | 25k | 165.85 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 4.9 | $4.0M | +16% | 56k | 71.73 |
|
| Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC) | 4.9 | $4.0M | +15% | 61k | 65.18 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 4.9 | $4.0M | +11% | 22k | 179.30 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 4.8 | $3.9M | +18% | 47k | 83.63 |
|
| Trimtabs Etf Tr Fcf Intl Qlty Et (TTAI) | 4.8 | $3.9M | +19% | 125k | 31.28 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 4.7 | $3.9M | NEW | 22k | 179.16 |
|
| Tesla Motors (TSLA) | 4.5 | $3.7M | -9% | 14k | 261.63 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 3.9 | $3.2M | NEW | 40k | 80.78 |
|
| Ishares Gold Tr Ishares New (IAU) | 3.9 | $3.2M | +10% | 65k | 49.70 |
|
| NVIDIA Corporation (NVDA) | 2.1 | $1.7M | -42% | 14k | 121.44 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.5 | $1.2M | -12% | 4.3k | 283.16 |
|
| Microsoft Corporation (MSFT) | 1.2 | $951k | -4% | 2.2k | 430.24 |
|
| Meta Platforms Cl A (META) | 0.7 | $563k | +34% | 983.00 | 572.26 |
|
| Netflix (NFLX) | 0.4 | $359k | NEW | 506.00 | 709.27 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $266k | NEW | 950.00 | 280.47 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $239k | -8% | 3.2k | 75.11 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $237k | -15% | 4.5k | 52.81 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $226k | -43% | 2.9k | 78.69 |
|
| MercadoLibre (MELI) | 0.3 | $224k | NEW | 109.00 | 2051.96 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $223k | -13% | 938.00 | 237.21 |
|
| HEICO Corporation (HEI) | 0.3 | $204k | NEW | 781.00 | 261.48 |
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.2 | $203k | -57% | 7.9k | 25.75 |
|
| Richtech Robotics CL B (RR) | 0.0 | $21k | NEW | 25k | 0.84 |
|
Past Filings by Signify Wealth
SEC 13F filings are viewable for Signify Wealth going back to 2020
- 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
- Signify Wealth 2020 Q4 filed Feb. 1, 2021