Asset Manager
← All Institutions
Signal Advisors Wealth, LLC
1555 BROADWAY, DETROIT, MI 48226 • 8667744625
Market Value
$1.5B
+15.8%
Holdings
602
+67
New Purchases
104
Added To
309
Closed
37
Reduced
144
Top 10 Concentration
26.7%
Turnover
23.4%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| BND | 0.73% | 0.35% | +0.38% | $11M |
| VB | 1.17% | 0.81% | +0.36% | $17M |
| VEA | 3.80% | 3.48% | +0.32% | $55M |
| XLI | 0.34% | 0.04% | +0.31% | $5M |
| AMD | 0.46% | 0.18% | +0.28% | $7M |
| XONA.DE | 0.75% | 0.49% | +0.26% | $11M |
| ACEI | 0.26% | 0.00% | +0.26% | $4M |
| LGRO | 0.21% | 0.00% | +0.21% | $3M |
| XLE | 0.32% | 0.11% | +0.20% | $5M |
| VXUS | 0.24% | 0.04% | +0.20% | $4M |
| SCHW | 0.17% | 0.00% | +0.17% | $3M |
| VRIG | 0.28% | 0.12% | +0.17% | $4M |
| APH | 0.60% | 0.45% | +0.15% | $9M |
| SPYM | 5.28% | 5.13% | +0.15% | $77M |
| AMAT | 0.18% | 0.05% | +0.13% | $3M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| JAAA | 0.47% | 1.26% | -0.80% | $7M |
| SPY | 1.67% | 2.15% | -0.48% | $24M |
| ACIO | 3.47% | 3.91% | -0.45% | $50M |
| XLK | 0.91% | 1.26% | -0.34% | $13M |
| LOW | 0.01% | 0.33% | -0.31% | $214K |
| CPRT | 0.47% | 0.73% | -0.25% | $7M |
| PSFF | 1.27% | 1.50% | -0.23% | $18M |
| IBIT | 0.39% | 0.61% | -0.22% | $6M |
| DRSK | 2.02% | 2.24% | -0.21% | $29M |
| BR | 0.45% | 0.66% | -0.20% | $7M |
| GOVI | 0.04% | 0.24% | -0.20% | $567K |
| BIL | 0.71% | 0.91% | -0.20% | $10M |
| GTO | 0.27% | 0.48% | -0.20% | $4M |
| ANTM | 0.02% | 0.21% | -0.19% | $260K |
| DVN | 0.05% | 0.24% | -0.19% | $688K |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 70.7% |
| Technology | 12.1% |
| Industrials | 3.0% |
| Consumer Cyclical | 2.9% |
| Healthcare | 2.9% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 67 | $424M | 29.2% |
| Large Cap | 299 | $577M | 39.7% |
| Mid Cap | 88 | $162M | 11.1% |
| Small Cap | 92 | $199M | 13.7% |
| Micro Cap | 56 | $92M | 6.3% |
Portfolio Analytics
Avg Market Cap
$133.0B
Median Market Cap
$18.0B
Avg P/E
28.8
Median P/E
20.5
Avg Dividend Yield
0.02%
Avg Beta
0.87
# Stocks
213
# ETFs / Funds
389
Top Holdings (602 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | 5.28% | 1,003,334 | $77M | $76.54 | $12M | +199,603 | +24.8% | |
| 2 | VEA | 3.80% | 861,720 | $55M | $64.08 | $12M | +162,104 | +23.2% | |
| 3 | ACIO | 3.47% | 1,201,571 | $50M | $41.96 | $1M | +77,332 | +6.9% | |
| 4 | AAPL | 2.62% | 150,029 | $38M | $253.79 | $4M | +26,053 | +21.0% | |
| 5 | BKAG | 2.40% | 827,487 | $35M | $42.20 | $3M | +77,180 | +10.3% | |
| 6 | NVDA | 2.30% | 191,603 | $33M | $174.40 | $5M | +37,470 | +24.3% | |
| 7 | DRSK | 2.02% | 1,077,584 | $29M | $27.33 | $1M | +91,312 | +9.3% | |
| 8 | MSFT | 1.80% | 70,908 | $26M | $370.17 | $2M | +20,995 | +42.1% | |
| 9 | SPY | 1.67% | 37,351 | $24M | $650.34 | -$3M | -2,261 | -5.7% | |
| 10 | VWO | 1.30% | 349,183 | $19M | $54.05 | $2M | +40,457 | +13.1% | |
| 11 | PSFF | 1.27% | 576,470 | $18M | $32.04 | -$351K | -5,751 | -1.0% | |
| 12 | AMZN | 1.22% | 85,257 | $18M | $208.27 | $794K | +11,771 | +16.0% | |
| 13 | RSP | 1.20% | 91,135 | $17M | $191.92 | $3M | +12,991 | +16.6% | |
| 14 | VB | 1.17% | 65,255 | $17M | $261.92 | $7M | +25,615 | +64.6% | |
| 15 | JUCY | 1.15% | 753,504 | $17M | $22.15 | $476K | +23,156 | +3.2% | |
| 16 | GOOGL | 1.13% | 56,926 | $16M | $287.56 | $2M | +9,572 | +20.2% | |
| 17 | ADME | 1.05% | 308,735 | $15M | $49.43 | -$122K | +8,934 | +3.0% | |
| 18 | DMBS | 0.99% | 291,623 | $14M | $49.38 | $141K | +4,463 | +1.6% | |
| 19 | SPDW | 0.96% | 306,971 | $14M | $45.65 | $2M | +38,766 | +14.4% | |
| 20 | JPM | 0.94% | 46,696 | $14M | $294.16 | $507K | +5,641 | +13.7% | |
| 21 | PWR | 0.92% | 24,266 | $13M | $549.02 | $2M | -1,777 | -6.8% | |
| 22 | XLK | 0.91% | 99,970 | $13M | $132.90 | -$2M | -9,579 | -8.7% | |
| 23 | XLSR | 0.89% | 224,307 | $13M | $57.74 | $740K | +28,321 | +14.4% | |
| 24 | V | 0.82% | 39,668 | $12M | $302.24 | -$595K | +3,785 | +10.6% | |
| 25 | UPSD | 0.78% | 444,089 | $11M | $25.50 | $2M | +97,450 | +28.1% | |
| 26 | WMT | 0.78% | 90,786 | $11M | $124.28 | -$348K | -13,615 | -13.0% | |
| 27 | XONA.DE | 0.75% | 64,614 | $11M | $169.66 | $5M | +13,052 | +25.3% | |
| 28 | XHLF | 0.75% | 216,858 | $11M | $50.33 | -$771K | -15,684 | -6.7% | |
| 29 | OSCV | 0.74% | 273,404 | $11M | $39.44 | $3M | +57,819 | +26.8% | |
| 30 | BND | 0.73% | 145,166 | $11M | $73.64 | $6M | +85,213 | +142.1% | |
| 31 | FANG | 0.73% | 53,579 | $11M | $197.79 | $1M | -8,792 | -14.1% | |
| 32 | BIL | 0.71% | 112,141 | $10M | $91.64 | -$1M | -12,736 | -10.2% | |
| 33 | SPEM | 0.66% | 204,658 | $10M | $46.91 | $1M | +31,533 | +18.2% | |
| 34 | NOW | 0.60% | 83,985 | $9M | $104.55 | $112K | +27,399 | +48.4% | |
| 35 | APH | 0.60% | 69,406 | $9M | $126.35 | $3M | +27,529 | +65.7% | |
| 36 | IDUB | 0.59% | 347,866 | $9M | $24.67 | $2M | +64,591 | +22.8% | |
| 37 | XLC | 0.58% | 76,472 | $8M | $110.86 | -$677K | -1,298 | -1.7% | |
| 38 | FRDM | 0.58% | 154,516 | $8M | $54.65 | $2M | +23,404 | +17.9% | |
| 39 | SCHP | 0.58% | 314,714 | $8M | $26.61 | $676K | +24,103 | +8.3% | |
| 40 | BRK-B | 0.55% | 16,617 | $8M | $479.21 | $3M | +6,271 | +60.6% | |
| 41 | LLY | 0.54% | 8,544 | $8M | $919.75 | $1M | +2,309 | +37.0% | |
| 42 | QQQM | 0.53% | 32,347 | $8M | $237.62 | $883K | +5,447 | +20.2% | |
| 43 | AMT | 0.52% | 44,194 | $8M | $172.58 | -$258K | -717 | -1.6% | |
| 44 | VGSH | 0.52% | 129,283 | $8M | $58.54 | $2M | +27,616 | +27.2% | |
| 45 | DUBS | 0.52% | 208,041 | $8M | $36.06 | $1M | +47,817 | +29.8% | |
| 46 | PGR | 0.51% | 37,784 | $7M | $198.24 | -$796K | +1,398 | +3.8% | |
| 47 | META | 0.51% | 13,053 | $7M | $572.13 | $2M | +4,127 | +46.2% | |
| 48 | TSLA | 0.51% | 19,811 | $7M | $371.76 | $761K | +5,128 | +34.9% | |
| 49 | VOO | 0.51% | 12,318 | $7M | $597.53 | $2M | +3,125 | +34.0% | |
| 50 | VTI | 0.50% | 22,629 | $7M | $320.81 | -$1M | -2,542 | -10.1% | |
| 51 | AVGO | 0.49% | 23,204 | $7M | $309.51 | $2M | +8,601 | +58.9% | |
| 52 | CHE | 0.48% | 18,509 | $7M | $377.74 | -$812K | +270 | +1.5% | |
| 53 | CPRT | 0.47% | 207,025 | $7M | $33.20 | -$2M | -25,950 | -11.1% | |
| 54 | XLV | 0.47% | 46,652 | $7M | $146.61 | $712K | +7,065 | +17.9% | |
| 55 | JAAA | 0.47% | 134,992 | $7M | $50.37 | -$9M | -179,170 | -57.0% | |
| 56 | AMD | 0.46% | 32,583 | $7M | $203.43 | $4M | +22,053 | +209.4% | |
| 57 | BR | 0.45% | 40,519 | $7M | $162.48 | -$2M | +3,613 | +9.8% | |
| 58 | MBB | 0.41% | 63,390 | $6M | $94.95 | $798K | +8,555 | +15.6% | |
| 59 | IVV | 0.41% | 9,100 | $6M | $653.18 | -$438K | -218 | -2.3% | |
| 60 | NFLX | 0.40% | 60,187 | $6M | $96.15 | $2M | +21,130 | +54.1% | |
| 61 | SGOV | 0.40% | 57,154 | $6M | $100.66 | $2M | +20,987 | +58.0% | |
| 62 | IBIT | 0.39% | 147,080 | $6M | $38.42 | -$2M | -6,737 | -4.4% | |
| 63 | GLD | 0.37% | 12,617 | $5M | $430.29 | $695K | +673 | +5.6% | |
| 64 | SCHD | 0.37% | 173,105 | $5M | $30.68 | $803K | +8,758 | +5.3% | |
| 65 | AGG | 0.36% | 52,715 | $5M | $99.27 | $1M | +13,232 | +33.5% | |
| 66 | PAPR | 0.36% | 130,889 | $5M | $39.80 | $1M | +25,804 | +24.6% | |
| 67 | PJUL | 0.35% | 112,218 | $5M | $45.97 | $1M | +23,728 | +26.8% | |
| 68 | PJAN | 0.35% | 110,946 | $5M | $46.13 | $1M | +23,421 | +26.8% | |
| 69 | UBER | 0.35% | 70,609 | $5M | $71.93 | -$32K | +8,058 | +12.9% | |
| 70 | QQQ | 0.35% | 8,766 | $5M | $577.20 | $184K | +829 | +10.4% | |
| 71 | POCT | 0.35% | 116,840 | $5M | $43.11 | $954K | +23,870 | +25.7% | |
| 72 | XLI | 0.34% | 30,884 | $5M | $161.73 | $5M | +27,895 | +933.3% | |
| 73 | PG | 0.34% | 34,346 | $5M | $144.44 | $2M | +10,702 | +45.3% | |
| 74 | XLE | 0.32% | 75,189 | $5M | $61.26 | $3M | +43,464 | +137.0% | |
| 75 | VCIT | 0.31% | 54,684 | $5M | $82.75 | $2M | +21,449 | +64.5% | |
| 76 | MSI | 0.29% | 9,722 | $4M | $433.97 | $600K | +281 | +3.0% | |
| 77 | VMBS | 0.29% | 89,461 | $4M | $46.95 | $2M | +41,995 | +88.5% | |
| 78 | LIN | 0.29% | 8,389 | $4M | $495.75 | $279K | -710 | -7.8% | |
| 79 | ISRG | 0.29% | 9,016 | $4M | $460.99 | -$438K | +904 | +11.1% | |
| 80 | VRIG | 0.28% | 165,445 | $4M | $25.03 | $3M | +106,214 | +179.3% | |
| 81 | VGLT | 0.28% | 73,925 | $4M | $55.35 | $677K | +12,719 | +20.8% | |
| 82 | SPSM | 0.28% | 84,229 | $4M | $48.32 | -$408K | -11,328 | -11.8% | |
| 83 | CRWD | 0.28% | 10,355 | $4M | $390.41 | $127K | +2,002 | +24.0% | |
| 84 | GTO | 0.27% | 85,243 | $4M | $46.83 | -$2M | -40,947 | -32.5% | |
| 85 | MU | 0.27% | 11,444 | $4M | $337.84 | $2M | +4,440 | +63.4% | |
| 86 | ACN | 0.26% | 19,431 | $4M | $198.29 | -$418K | +3,514 | +22.1% | |
| 87 | CERY | 0.26% | 109,311 | $4M | $35.24 | $2M | +33,357 | +43.9% | |
| 88 | FISR | 0.26% | 146,260 | $4M | $25.72 | $1M | +51,955 | +55.1% | |
| 89 | ACEI | 0.26% | 162,139 | $4M | $23.14 | — | +162,139 | — | NEW |
| 90 | JNJ | 0.25% | 15,126 | $4M | $244.44 | $2M | +6,539 | +76.2% | |
| 91 | OPPJ | 0.24% | 65,393 | $4M | $54.36 | $2M | +23,958 | +57.8% | |
| 92 | VXUS | 0.24% | 45,521 | $4M | $77.11 | $3M | +38,995 | +597.5% | |
| 93 | SPMD | 0.23% | 56,685 | $3M | $59.22 | $355K | +4,841 | +9.3% | |
| 94 | NEE | 0.22% | 35,066 | $3M | $92.88 | $640K | +2,467 | +7.6% | |
| 95 | FAPR | 0.21% | 69,318 | $3M | $44.91 | -$524K | -12,544 | -15.3% | |
| 96 | LGRO | 0.21% | 82,758 | $3M | $36.88 | — | +82,758 | — | NEW |
| 97 | SPTL | 0.21% | 115,255 | $3M | $26.30 | $451K | +17,772 | +18.2% | |
| 98 | PGF | 0.20% | 215,944 | $3M | $13.76 | -$480K | -28,161 | -11.5% | |
| 99 | VUG | 0.20% | 6,624 | $3M | $436.77 | -$705K | -752 | -10.2% | |
| 100 | IWY | 0.20% | 11,414 | $3M | $248.83 | -$374K | -190 | -1.6% |
Options Breakdown
4 Calls
$15K Call Value
9 Puts
$123K Put Value
8.12 P/C Ratio