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Signify Wealth13F | |
| Signify Wealth | |
| Last update 2024-10-30 | 30 Stocks (7 new) |
| Value $82.00 Mil | Turnover 17 % |
| Portfolio Report | |
Signify Wealth Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYW | iShares U.S. Technology ETF | 51,491 | 7807.070 | -11.19% | 9.570 | -1.41% | 0.040 | +16.73% | +31.16% | 19794.607 | ||
VGSH | Vanguard Short-Term Government Bond ETF | 123,083 | 7264.360 | +22.23% | 8.900 | +1.62% | 0.040 | -0.50% | -0.15% | 19913.677 | ||
NETZ | TCW Transform Systems ETF | 86,178 | 6371.060 | +10.88% | 7.810 | +0.77% | 3.460 | +15.46% | +35.67% | 212.465 | ||
SPY | S&P 500 ETF TRUST ETF | 10,898 | 6252.840 | +11.19% | 7.660 | +0.77% | 0.000 | +12.73% | +25.85% | 618697.219 | ||
AMZN | Amazon.com Inc | 25,819 | 4810.850 | -3.84% | 5.890 | -0.29% | 0.000 | +25.56% | +37.01% | 2189014.992 | Retail - Cyclical | |
AAPL | Apple Inc | 19,975 | 4654.110 | -14.34% | 5.700 | -1.01% | 0.000 | +6.64% | +18.46% | 3430687.188 | Hardware | |
GOOGL | Alphabet Inc | 24,475 | 4059.110 | -5.72% | 4.970 | -0.39% | 0.000 | +10.22% | +27.99% | 2191538.690 | Interactive Media | |
SPLV | Invesco S&P 500 Low Volatility ETF | 55,753 | 3999.160 | +16.95% | 4.900 | +0.71% | 0.050 | +7.78% | +16.74% | 7658.805 | ||
TTAC | FCF US Quality ETF | 61,159 | 3986.560 | +15.18% | 4.880 | +0.64% | 0.780 | +14.51% | +21.75% | 573.882 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 22,175 | 3975.980 | +11.68% | 4.870 | +0.51% | 0.010 | +10.27% | +25.34% | 51378.897 |
Signify Wealth's Historical Top Holdings Breakdowns
Signify Wealth's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
RSP | Invesco S&P 500 Equal Weight ETF | 2024-09-30 | New Buy | +4.73% | 162.83 ($170.84) 179.16 | $184.10 | 7.76% | New holding | 21,537 | 21,537 | |
XLU | Utilities Select Sector SPDR ETF | 2024-09-30 | New Buy | +3.94% | 67.67 ($74.19) 80.78 | $79.18 | 6.73% | New holding | 39,853 | 39,853 | |
NVDA | NVIDIA Corp | 2024-09-30 | Reduce | -1.79% | 98.91 ($118.12) 134.91 | $147.63 | 24.98% | Reduce -42.03% | 13,864 | -10,052 | |
VGSH | Vanguard Short-Term Government Bond ETF | 2024-09-30 | Add | +1.62% | 57.74 ($58.57) 59.13 | $58.24 | -0.56% | Add 22.23% | 123,083 | 22,389 | |
IYW | iShares U.S. Technology ETF | 2024-09-30 | Reduce | -1.41% | 133.16 ($147.06) 158.73 | $161.00 | 9.48% | Reduce -11.19% | 51,491 | -6,486 | |
AAPL | Apple Inc | 2024-09-30 | Reduce | -1.01% | 207.23 ($223.32) 234.82 | $226.96 | 1.63% | Reduce -14.34% | 19,975 | -3,345 | |
NETZ | TCW Transform Systems ETF | 2024-09-30 | Add | +0.77% | 64.24 ($69.08) 74.15 | $76.98 | 11.44% | Add 10.88% | 86,178 | 8,454 | |
SPY | S&P 500 ETF TRUST ETF | 2024-09-30 | Add | +0.77% | 517.38 ($552.93) 573.76 | $598.19 | 8.19% | Add 11.19% | 10,898 | 1,097 | |
TTAI | FCF International Quality ETF | 2024-09-30 | Add | +0.77% | 28.46 ($29.99) 31.49 | $30.08 | 0.30% | Add 19.16% | 124,992 | 20,096 | |
EFA | iShares MSCI EAFE ETF | 2024-09-30 | Add | +0.76% | 75.32 ($80.46) 84.43 | $79.16 | -1.62% | Add 18.73% | 46,848 | 7,391 |
Signify Wealth Total Holding History ($B)
Signify Wealth's Asset Allocation
Signify Wealth Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Signify Wealth's Hypothetical Growth since 2024-09-30
Signify Wealth's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Signify Wealth's Holdings Heat Map
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Signify Wealth's Holdings Bubble Chart
Signify Wealth News
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