SA

SignalPoint Asset Management, LLC

13F
SignalPoint Asset Management, LLC
Last update 2025-01-15 253 Stocks (10 new)
Value $411.00 Mil Turnover 7 %
Countries:
Top Holdings: ORLY(14.62%)AAPL(10.36%)VOO(5.18%)VEA(2.51%)VTI(2.41%)
Summary Stock Picks Current Portfolio
SignalPoint Asset Management, ... Top Holdings of 2024-12-31 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
50,654
60,065.3
-0.67%
14.620
-0.09%
0.090
+3.51%
+16.18%
78,515.5
Vehicles & Parts
AAPL 		Apple Inc
169,874
42,539.8
-1.13%
10.360
-0.10%
0.000
-13.23%
-18.37%
3,045,713.6
Hardware
VOO 		Vanguard S&P 500 ETF
39,506
21,286.3
+38.64%
5.180
+1.44%
0.000
+4.92%
+2.55%
617,254.0
 
VEA 		Vanguard FTSE Developed Markets ETF
215,758
10,317.6
+48.63%
2.510
+0.82%
0.010
+8.67%
+18.24%
152,664.9
 
VTI 		Vanguard Total Stock Market ETF
34,089
9,879.3
+9.64%
2.410
+0.21%
0.000
+5.02%
+2.19%
450,908.3
 
WMT 		Walmart Inc
97,344
8,795.0
+0.02%
2.140
0%
0.000
+3.52%
+8.44%
779,846.5
Retail - Defensive
MSFT 		Microsoft Corp
20,037
8,445.7
-71.95%
2.060
-5.14%
0.000
+18.73%
+12.03%
3,496,120.0
Software
RYT 		Invesco S P 500 Equal Weight Technology ETF
215,173
8,051.8
-5.79%
1.960
-0.12%
-
+0.69%
-0.06%
0
 
NVDA 		NVIDIA Corp
57,679
7,745.7
+0.90%
1.890
+0.02%
0.000
+28.16%
+5.52%
3,455,424.2
Semiconductors
AMZN 		Amazon.com Inc
32,461
7,121.6
+0.05%
1.730
0%
0.000
+6.41%
-2.65%
2,267,334.4
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 Corp2024-12-31Reduce
-5.14%
●
406.35 ($426.03) 454.46
$470.38
10.41%
Reduce -71.95%
20,037
-51,401
VOO 		Vanguard S&P 500 ETF2024-12-31Add
+1.44%
●
521.84 ($541.94) 558.82
$550.66
1.61%
Add 38.64%
39,506
11,010
VEA 		Vanguard FTSE Developed Markets ETF2024-12-31Add
+0.82%
●
47.57 ($50.18) 52.35
$56.28
12.16%
Add 48.63%
215,758
70,591
FIXD 		First Trust TCW Opportunistic Fixed Income ETF2024-12-31Sold Out
-0.63%
●
42.84 ($43.78) 45.28
$43.14
-1.46%
Sold Out
0
-59,199
BSV 		Vanguard Short-Term Bond ETF2024-12-31Add
+0.53%
●
77.02 ($77.6) 78.56
$77.87
0.35%
Add 59.48%
75,675
28,223
BNDX 		Vanguard Total International Bond ETF2024-12-31Add
+0.49%
●
48.91 ($50.01) 50.61
$49.20
-1.62%
Add 48.62%
124,943
40,874
FTCS 		First Trust Capital Strength ETF2024-12-31Reduce
-0.44%
●
87.62 ($91.01) 94.03
$91.21
0.22%
Reduce -89.01%
2,539
-20,559
FVD 		First Trust Value Line Dividend Index Fund2024-12-31Reduce
-0.31%
●
43.4 ($45.25) 46.7
$44.77
-1.06%
Reduce -75.89%
9,398
-29,579
FTA 		FIRST TR L CAP VAL2024-12-31Sold Out
-0.30%
●
75.21 ($79.6) 83.49
$76.81
-3.51%
Sold Out
0
-16,409
VWO 		Vanguard FTSE Emerging Markets ETF2024-12-31Add
+0.28%
●
44.04 ($46.45) 49.49
$48.24
3.85%
Add 48.89%
79,785
26,199

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 2024-12-31

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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