SW
| |
Signify Wealth13F | |
| Signify Wealth | |
| Last update 2025-02-06 | 26 Stocks (1 new) |
| Value $89.00 Mil | Turnover 8 % |
Signify Wealth 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYW | iShares U.S. Technology ETF | 54,361 | 8,671.7 | +5.57% | 9.790 | +0.52% | 0.040 | +39.59% | +9.49% | 21,583.3 | ||
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 132,253 | 7,694.5 | +7.45% | 8.680 | +0.60% | 0.040 | +0.60% | +2.55% | 23,032.8 | ||
SPY | SPDR S&P 500 ETF Trust | 11,645 | 6,824.9 | +6.85% | 7.700 | +0.49% | 0.000 | +23.73% | +6.80% | 639,964.7 | ||
NETZ | NETZ | 91,025 | 6,605.7 | +5.62% | 7.460 | +0.40% | - | +24.66% | +22.35% | 0 | ||
TSLA | Tesla Inc | 14,342 | 5,791.9 | +1.52% | 6.540 | +0.10% | 0.000 | +25.51% | -27.50% | 943,081.5 | Vehicles & Parts | |
AMZN | Amazon.com Inc | 25,744 | 5,648.0 | -0.29% | 6.370 | -0.02% | 0.000 | +27.40% | +1.78% | 2,370,472.2 | Retail - Cyclical | |
AAPL | Apple Inc | 19,849 | 4,970.6 | -0.63% | 5.610 | -0.04% | 0.000 | +16.87% | -15.22% | 3,163,203.3 | Hardware | |
GOOGL | Alphabet Inc | 24,397 | 4,618.3 | -0.32% | 5.210 | -0.02% | 0.000 | +20.67% | -6.35% | 2,151,698.3 | Interactive Media | |
TTAC | TTAC | 64,516 | 4,288.1 | +5.49% | 4.840 | +0.25% | - | +8.71% | +6.02% | 0 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 23,859 | 4,248.8 | +7.59% | 4.800 | +0.34% | 0.010 | +19.23% | +3.73% | 53,278.7 |
Signify Wealth's Historical Top Holdings Breakdowns
Signify Wealth's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
XLU | Utilities Select Sector SPDR ETF | 2024-12-31 | Sold Out Sold Out | -3.94% | 74.89 ($79.33) 82.93 | $81.84 | 3.16% | Sold Out | 0 | -39,853 | |
XLE | The Energy Select Sector SPDR Fund | 2024-12-31 | New Buy New Buy | +3.47% | 83.32 ($90.9) 97.27 | $86.39 | -4.96% | New holding | 35,868 | 35,868 | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 2024-12-31 | Add Add | +0.60% | 58.02 ($58.35) 58.86 | $58.46 | 0.18% | Add 7.45% | 132,253 | 9,170 | |
IYW | iShares U.S. Technology ETF | 2024-12-31 | Add Add | +0.52% | 149.05 ($158.39) 166.23 | $174.48 | 10.16% | Add 5.57% | 54,361 | 2,870 | |
SPY | SPDR S&P 500 ETF Trust | 2024-12-31 | Add Add | +0.49% | 567.8 ($589.49) 607.81 | $622.02 | 5.52% | Add 6.85% | 11,645 | 747 | |
EFA | iShares MSCI EAFE ETF | 2024-12-31 | Add Add | +0.49% | 75.1 ($79.14) 82.84 | $88.97 | 12.42% | Add 12.32% | 52,621 | 5,773 | |
TTAI | TTAI | 2024-12-31 | Add Add | +0.46% | 28.63 ($30.06) 31.39 | $29.68 | -1.27% | Add 11.41% | 139,250 | 14,258 | |
NETZ | NETZ | 2024-12-31 | Add Add | +0.40% | 72.28 ($75.21) 78.42 | $78.17 | 3.94% | Add 5.62% | 91,025 | 4,847 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2024-12-31 | Add Add | +0.40% | 174.22 ($180.84) 187.62 | $184.55 | 2.05% | Add 9.29% | 23,537 | 2,000 | |
SPLV | Invesco S&P 500 Low Volatility ETF | 2024-12-31 | Add Add | +0.37% | 69.58 ($72.15) 74.85 | $73.06 | 1.26% | Add 8.3% | 60,383 | 4,630 |
Signify Wealth Total Holding History ($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
- 1
Signify Wealth's Hypothetical Growth since 2024-12-31
Signify Wealth's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Signify Wealth's Holdings Heat Map
Size field:
Signify Wealth's Holdings Bubble Chart
Signify Wealth News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers