Signify Wealth

Signify Wealth as of Dec. 31, 2024

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 54k 159.52
Vanguard Scottsdale Fds Short Term Treas (VGSH) 8.7 $7.7M 132k 58.18
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.7 $6.8M 12k 586.08
Tcw Etf Trust Transform System (PWRD) 7.5 $6.6M 91k 72.57
Tesla Motors (TSLA) 6.5 $5.8M 14k 403.84
Amazon (AMZN) 6.4 $5.6M 26k 219.39
Apple (AAPL) 5.6 $5.0M 20k 250.42
Alphabet Cap Stk Cl A (GOOGL) 5.2 $4.6M 24k 189.30
Trimtabs Etf Tr Abacus Fcf Leade (ABFL) 4.8 $4.3M 65k 66.47
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.8 $4.2M 24k 178.08
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 4.8 $4.2M 60k 70.00
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.7 $4.1M 24k 175.23
Trimtabs Etf Tr Abacus Fcf Inter (ABLG) 4.5 $4.0M 139k 28.67
Ishares Tr Msci Eafe Etf (EFA) 4.5 $4.0M 53k 75.61
Ishares Gold Tr Ishares New (IAU) 3.9 $3.4M 69k 49.51
Select Sector Spdr Tr Energy (XLE) 3.5 $3.1M 36k 85.66
NVIDIA Corporation (NVDA) 2.0 $1.8M 13k 134.29
Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $1.4M 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
Netflix (NFLX) 0.5 $451k 506.00 891.32
Crowdstrike Hldgs Cl A (CRWD) 0.4 $325k 950.00 342.16
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $288k 4.0k 71.91
Vanguard Index Fds Small Cp Etf (VB) 0.3 $247k 1.0k 240.28
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $239k 5.0k 47.82
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $207k 2.7k 77.27