Signify Wealth

Signify Wealth as of Sept. 30, 2024

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 52k 151.62
Vanguard Scottsdale Fds Short Term Treas (VGSH) 8.9 $7.3M 123k 59.02
Tcw Etf Trust Transform System (PWRD) 7.8 $6.4M 86k 73.93
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.7 $6.3M 11k 573.76
Amazon (AMZN) 5.9 $4.8M 26k 186.33
Apple (AAPL) 5.7 $4.7M 20k 233.00
Alphabet Cap Stk Cl A (GOOGL) 5.0 $4.1M 25k 165.85
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 4.9 $4.0M 56k 71.73
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL) 4.9 $4.0M 61k 65.18
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.9 $4.0M 22k 179.30
Ishares Tr Msci Eafe Etf (EFA) 4.8 $3.9M 47k 83.63
Trimtabs Etf Tr Fcf Intl Qlty Et (ABLG) 4.8 $3.9M 125k 31.28
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.7 $3.9M 22k 179.16
Tesla Motors (TSLA) 4.5 $3.7M 14k 261.63
Select Sector Spdr Tr Sbi Int-utils (XLU) 3.9 $3.2M 40k 80.78
Ishares Gold Tr Ishares New (IAU) 3.9 $3.2M 65k 49.70
NVIDIA Corporation (NVDA) 2.1 $1.7M 14k 121.44
Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $1.2M 4.3k 283.16
Microsoft Corporation (MSFT) 1.2 $951k 2.2k 430.24
Meta Platforms Cl A (META) 0.7 $563k 983.00 572.26
Netflix (NFLX) 0.4 $359k 506.00 709.27
Crowdstrike Hldgs Cl A (CRWD) 0.3 $266k 950.00 280.47
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $239k 3.2k 75.11
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $237k 4.5k 52.81
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $226k 2.9k 78.69
MercadoLibre (MELI) 0.3 $224k 109.00 2051.96
Vanguard Index Fds Small Cp Etf (VB) 0.3 $223k 938.00 237.21
HEICO Corporation (HEI) 0.3 $204k 781.00 261.48
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.2 $203k 7.9k 25.75
Richtech Robotics CL B (RR) 0.0 $21k 25k 0.84