SA

SignalPoint Asset Management, LLC

13F
SignalPoint Asset Management, LLC
Last update 2024-10-08 267 Stocks (16 new)
Value $428.00 Mil Turnover 10 %
Countries:
Top Holdings: ORLY(13.66%)AAPL(9.15%)MSFT(7.15%)VOO(3.50%)VTI(2.05%)
Portfolio Report
Summary Stock Picks Current Portfolio
SignalPoint Asset Management, ... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ORLY 		O'Reilly Automotive Inc
50,995
58441.600
-0.62%
13.660
-0.09%
0.090
+1.89%
+22.35%
67233.117
Retail - Cyclical
AAPL 		Apple Inc
171,820
39138.950
-1.13%
9.150
-0.11%
0.000
+5.29%
+19.97%
3498471.924
Hardware
MSFT 		Microsoft Corp
71,438
30576.740
+398.00%
7.150
+5.71%
0.000
+2.46%
+15.65%
3215616.773
Software
VOO 		Vanguard S&P 500 ETF
28,496
14971.240
+29.42%
3.500
+0.80%
0.000
+7.04%
+22.06%
489672.512
 
VTI 		Vanguard Total Stock Market ETF
31,093
8769.830
+3.38%
2.050
+0.07%
0.000
+6.62%
+20.72%
420391.842
 
RYT 		RYT
228,406
8629.180
+0.70%
2.020
+0.01%
-
+5.06%
+15.10%
0.000
 
WMT 		Walmart Inc
97,321
7764.280
+0.03%
1.820
0%
0.000
+17.97%
+56.39%
654233.263
Retail - Defensive
VEA 		Vanguard FTSE Developed Markets ETF
145,167
7690.970
+31.28%
1.800
+0.43%
0.010
+0.58%
+5.34%
137327.215
 
NVDA 		NVIDIA Corp
57,162
6939.500
+2.78%
1.620
+0.04%
0.000
+34.19%
+181.11%
3414085.400
Semiconductors
AMZN 		Amazon.com Inc
32,445
6098.660
-0.79%
1.430
-0.01%
0.000
+6.10%
+26.89%
2023545.295
Retail - Cyclical

SignalPoint Asset Management, LLC's Historical Top Holdings Breakdowns

SignalPoint Asset Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MSFT 		Microsoft Corp2024-09-30Add
+5.71%
●
395.15 ($427.47) 467.56
$432.53
1.18%
Add 398%
71,438
57,093
VOO 		Vanguard S&P 500 ETF2024-09-30Add
+0.80%
●
496.64 ($516.09) 527.7
$533.16
3.31%
Add 29.42%
28,496
6,477
FIXD 		First Trust TCW Opportunistic Fixed Income ETF2024-09-30Reduce
-0.43%
●
42.87 ($44.59) 45.76
$43.72
-1.95%
Reduce -38.34%
59,199
-36,817
VEA 		Vanguard FTSE Developed Markets ETF2024-09-30Add
+0.43%
●
47.6 ($50.85) 53.31
$50.46
-0.77%
Add 31.28%
145,167
34,586
BNDX 		Vanguard Total International Bond ETF2024-09-30Add
+0.35%
●
48.42 ($49.65) 50.35
$49.79
0.28%
Add 55.63%
84,069
30,050
BSV 		Vanguard Short-Term Bond ETF2024-09-30Add
+0.26%
●
76.38 ($77.89) 78.87
$77.67
-0.28%
Add 41.73%
47,452
13,971
BLV 		Vanguard Long-Term Bond ETF2024-09-30Add
+0.18%
●
69.16 ($73.49) 76.64
$71.32
-2.95%
Add 26.05%
47,961
9,913
FTCS 		First Trust Capital Strength ETF2024-09-30Reduce
-0.17%
●
83.58 ($87.64) 90.94
$89.94
2.62%
Reduce -24.18%
23,098
-7,368
BIV 		Vanguard Intermediate-Term Bond ETF2024-09-30Add
+0.17%
●
74.26 ($77.1) 78.84
$76.01
-1.41%
Add 20.41%
54,319
9,209
VMBS 		Vanguard Mortgage-Backed Securities ETF2024-09-30Add
+0.17%
●
44.9 ($46.59) 47.55
$45.88
-1.52%
Add 54.48%
44,591
15,726

SignalPoint Asset Management, LLC Total Holding History ($B)

To

SignalPoint Asset Management, LLC's Asset Allocation

To

SignalPoint Asset Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SignalPoint Asset Management, LLC's Hypothetical Growth since 2024-09-30

SignalPoint Asset Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SignalPoint Asset Management, LLC's Holdings Heat Map

Size field:

SignalPoint Asset Management, LLC's Holdings Bubble Chart

SignalPoint Asset Management, LLC News

  • 1

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