Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
PACER FDS TR | 567,915 | +10,096 | $15,339 |
PSFF | 567,915 | +10,096 | $15,339 |
INVESCO QQQ TR | 32,309 | +8,128 | $14,346 |
QQQ | 32,309 | +8,128 | $14,346 |
SPDR S&P 500 ETF TR (SPY) | 24,020 | +8,866 | $12,564 |
SPY | 24,020 | +8,866 | $12,564 |
SPDR SER TR (SPLG) | 198,914 | +23,993 | $12,239 |
SPLG | 198,914 | +23,993 | $12,239 |
ISHARES TR (IVV) | 19,627 | -1,652 | $10,319 |
IVV | 19,627 | -1,652 | $10,319 |
RBB FD INC | 166,828 | +80,241 | $8,091 |
UFIV | 166,828 | +80,241 | $8,091 |
VANGUARD INDEX FDS (VUG) | 21,981 | +1,383 | $7,566 |
VUG | 21,981 | +1,383 | $7,566 |
ISHARES TR (QUAL) | 38,981 | +3,319 | $6,407 |
QUAL | 38,981 | +3,319 | $6,407 |
RBB FD INC | 139,475 | +73,478 | $6,144 |
UTEN | 139,475 | +73,478 | $6,144 |
J P MORGAN EXCHANGE TRADED F (JEPI) | 104,556 | +23,441 | $6,050 |
JEPI | 104,556 | +23,441 | $6,050 |
AMPLIFY ETF TR (DIVO) | 149,818 | +33,786 | $5,825 |
DIVO | 149,818 | +33,786 | $5,825 |
ISHARES TR (IUSB) | 126,824 | +34,869 | $5,782 |
IUSB | 126,824 | +34,869 | $5,782 |
SPDR SER TR (SPYG) | 77,941 | -3,943 | $5,701 |
SPYG | 77,941 | -3,943 | $5,701 |
APPLE INC | 31,446 | +12,568 | $5,392 |
AAPL | 31,446 | +12,568 | $5,392 |
MICROSOFT CORP | 12,732 | +4,243 | $5,357 |
MSFT | 12,732 | +4,243 | $5,357 |
VANECK ETF TRUST (MOAT) | 57,583 | +8,768 | $5,177 |
MOAT | 57,583 | +8,768 | $5,177 |
ISHARES GOLD TR (IAU) | 122,436 | +47,488 | $5,144 |
IAU | 122,436 | +47,488 | $5,144 |
FIRST TR EXCHNG TRADED FD VI (FAPR) | 126,407 | +28,599 | $4,606 |
FAPR | 126,407 | +28,599 | $4,606 |
FIRST TR EXCHNG TRADED FD VI (DMAR) | 125,052 | +12,265 | $4,364 |
DMAR | 125,052 | +12,265 | $4,364 |
VANGUARD SCOTTSDALE FDS (VGSH) | 74,566 | +7,739 | $4,330 |
VGSH | 74,566 | +7,739 | $4,330 |
FIRST TR EXCHNG TRADED FD VI (FJAN) | 103,123 | +11,212 | $4,329 |
FJAN | 103,123 | +11,212 | $4,329 |
VANGUARD TAX MANAGED FDS (VEA) | 86,045 | +19,489 | $4,317 |
VEA | 86,045 | +19,489 | $4,317 |
FIRST TR EXCHNG TRADED FD VI (DAUG) | 113,558 | +10,562 | $4,202 |
DAUG | 113,558 | +10,562 | $4,202 |
INVESCO EXCH TRD SLF IDX FD | 86,985 | -6,150 | $4,128 |
IUS | 86,985 | -6,150 | $4,128 |
SCHWAB STRATEGIC TR | 50,093 | +10,006 | $4,039 |
SCHD | 50,093 | +10,006 | $4,039 |
ISHARES TR (AGG) | 41,204 | +214 | $4,036 |
AGG | 41,204 | +214 | $4,036 |
TESLA INC | 22,106 | +1,471 | $3,886 |
TSLA | 22,106 | +1,471 | $3,886 |
SELECT SECTOR SPDR TR (XLK) | 18,439 | +4,797 | $3,840 |
XLK | 18,439 | +4,797 | $3,840 |
SELECT SECTOR SPDR TR (XLC) | 46,742 | +16,788 | $3,817 |
XLC | 46,742 | +16,788 | $3,817 |
AMAZON COM INC | 20,443 | +1,752 | $3,688 |
AMZN | 20,443 | +1,752 | $3,688 |
SCHWAB STRATEGIC TR | 54,431 | +6,765 | $3,668 |
FNDX | 54,431 | +6,765 | $3,668 |
ISHARES TR (TLT) | 38,750 | +354 | $3,667 |
TLT | 38,750 | +354 | $3,667 |
NVIDIA CORPORATION | 3,910 | +739 | $3,533 |
NVDA | 3,910 | +739 | $3,533 |
ISHARES TR (EFV) | 63,009 | -437 | $3,428 |
EFV | 63,009 | -437 | $3,428 |
ISHARES TR (EFG) | 31,784 | +7,992 | $3,299 |
EFG | 31,784 | +7,992 | $3,299 |
ISHARES TR (IUSG) | 27,283 | -1,003 | $3,198 |
IUSG | 27,283 | -1,003 | $3,198 |
VANGUARD INDEX FDS (VOO) | 6,416 | +1,933 | $3,084 |
VOO | 6,416 | +1,933 | $3,084 |
BERKSHIRE HATHAWAY INC DEL | $3,060 | ||
BRK.B | 7,277 | +264 | $3,060 |
ISHARES TR (IWY) | 15,054 | +11,155 | $2,937 |
IWY | 15,054 | +11,155 | $2,937 |
ISHARES TR (IVW) | 34,483 | +13,390 | $2,912 |
IVW | 34,483 | +13,390 | $2,912 |
WATERS CORP | 8,056 | UNCH | $2,773 |
WAT | 8,056 | UNCH | $2,773 |
ISHARES TR (IVE) | 14,476 | +7,839 | $2,704 |
IVE | 14,476 | +7,839 | $2,704 |
WISDOMTREE TR | 37,065 | -3,913 | $2,676 |
DLN | 37,065 | -3,913 | $2,676 |
BLACKROCK ETF TRUST (DYNF) | 59,807 | +59,807 | $2,655 |
DYNF | 59,807 | +59,807 | $2,655 |
ISHARES TR (MBB) | 27,864 | +1,175 | $2,575 |
MBB | 27,864 | +1,175 | $2,575 |
ALPHABET INC | 16,343 | +472 | $2,488 |
GOOG | 16,343 | +472 | $2,488 |
VANGUARD INDEX FDS (VTV) | 14,217 | -550 | $2,315 |
VTV | 14,217 | -550 | $2,315 |
EXCHANGE LISTED FDS TR (CLSM) | 111,430 | +111,430 | $2,284 |
CLSM | 111,430 | +111,430 | $2,284 |
ISHARES INC (IEMG) | 43,871 | +1,577 | $2,264 |
IEMG | 43,871 | +1,577 | $2,264 |
ETF SER SOLUTIONS (JUCY) | 94,720 | +17,746 | $2,215 |
JUCY | 94,720 | +17,746 | $2,215 |
See Full List: All Stocks Held By Signal Advisors Wealth LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Signal Advisors Wealth LLC
Size ($ in 1000's)
At 03/31/2024: $402,913 At 12/31/2023: $288,430 Signal Advisors Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Signal Advisors Wealth LLC 13F filings. Link to 13F filings: SEC filings |