Signify Wealth
CIK: 0001769062SEC EDGAR →
Portfolio Value
$88.6M
Holdings
26
As of
Q4 2024
New Positions
26
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 54,361 | $8.7M | 9.79% |
| 2 | VANGUARD SCOTTSDALE FDS | 132,253 | $7.7M | 8.68% |
| 3 | SPDR S&P 500 ETF TR | 11,645 | $6.8M | 7.70% |
| 4 | TCW ETF TRUST | 91,025 | $6.6M | 7.46% |
| 5 | TESLA INC | 14,342 | $5.8M | 6.54% |
| 6 | AMAZON COM INC | 25,744 | $5.6M | 6.37% |
| 7 | APPLE INC | 19,849 | $5.0M | 5.61% |
| 8 | ALPHABET INC | 24,397 | $4.6M | 5.21% |
| 9 | TRIMTABS ETF TR | 64,516 | $4.3M | 4.84% |
| 10 | ISHARES TR | 23,859 | $4.2M | 4.80% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 16 | $60.1M | 67.8% |
| Consumer Cyclical | 2 | $11.4M | 12.9% |
| Technology | 4 | $8.0M | 9.1% |
| Communication Services | 3 | $5.6M | 6.4% |
| Unknown | 1 | $3.4M | 3.9% |