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Signify Wealth

Latest statistics and disclosures from Signify Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are IYW, TSLA, TLT, AAPL, VGSH, and represent 37.83% of Signify Wealth's stock portfolio.
Added to shares of these 10 stocks: TLT (+$5.1M), IYW, SPLV, SPY, NETZ, TTAI, NVDA, QUAL, TTAC, IAU.
Started 7 new stock positions in TLT, XLK, META, VTI, SPLV, XLY, XLU.
Reduced shares in these 10 stocks: , THLV, SJNK, , BIV, , VGSH, BIL, BSV, BLV.
Sold out of its positions in STPZ, BOND, MINT, MUNI, SMMU, HYMB, XLB, XLV, XLP, XLE.
Signify Wealth was a net seller of stock by $-12M.
Signify Wealth has $66M in assets under management (AUM), dropping by -10.82%.
Central Index Key (CIK): 0001769062

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Portfolio Holdings for Signify Wealth

Signify Wealth holds 34 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr U.s. Tech Etf (IYW)	8.1	$5.4M	+198%	44k	122.75	View chart
Tesla Motors (TSLA)	7.7	$5.1M	-3%	21k	248.48	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	7.7	$5.1M	NEW	52k	98.88	View chart
Apple (AAPL)	7.2	$4.8M	-5%	25k	192.53	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	7.1	$4.7M	-24%	81k	58.33	View chart
Amazon (AMZN)	7.1	$4.7M	+2%	31k	151.94	View chart
Alphabet Cap Stk Cl A (GOOGL)	6.7	$4.4M		32k	139.69	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	6.4	$4.2M	+54%	8.9k	475.31	View chart
Tcw Transform Etf Trust Transform System (NETZ)	6.2	$4.1M	+54%	72k	56.74	View chart
Trimtabs Etf Tr Fcf Intl Qlty Et (TTAI)	4.0	$2.6M	+52%	90k	29.14	View chart
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC)	3.9	$2.6M	+51%	46k	56.62	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.9	$2.6M	+51%	18k	147.14	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	3.9	$2.6M	NEW	41k	62.66	View chart
Ishares Gold Tr Ishares New (IAU)	3.1	$2.0M	+51%	53k	39.03	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.1	$1.4M	-60%	18k	76.38	View chart
NVIDIA Corporation (NVDA)	2.0	$1.4M	+195%	2.7k	495.23	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	1.7	$1.1M	-75%	44k	25.14	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.3	$883k	-62%	12k	77.02	View chart
Microsoft Corporation (MSFT)	1.3	$833k	-2%	2.2k	376.07	View chart
Thor Low Volatility Etf Low Volatility (THLV)	1.0	$648k	-86%	26k	25.42	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.8	$549k	+80%	14k	40.06	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.7	$473k	NEW	7.5k	63.33	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$447k	NEW	1.9k	237.22	View chart
Select Sector Spdr Tr Indl (XLI)	0.6	$419k	+62%	3.7k	113.99	View chart
Select Sector Spdr Tr Technology (XLK)	0.6	$419k	NEW	2.2k	192.48	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.6	$397k	-63%	8.0k	49.37	View chart
Select Sector Spdr Tr Financial (XLF)	0.6	$368k	-74%	9.8k	37.60	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.5	$361k	NEW	2.0k	178.81	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.5	$344k	-78%	4.6k	74.58	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.5	$337k	-81%	3.7k	91.39	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.5	$304k	-71%	3.9k	77.39	View chart
Meta Platforms Cl A (META)	0.3	$228k	NEW	644.00	353.96	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.3	$225k	-60%	3.5k	63.75	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$216k	-59%	4.5k	47.49	View chart

Past Filings by Signify Wealth

SEC 13F filings are viewable for Signify Wealth going back to 2020

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

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