Signal Advisors Wealth, LLC Portfolio Holdings by Sector
Signal Advisors Wealth, LLC
- $1.02 Trillion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPY SPLG DIVB MOAT SPYV AGG VEA ACIO 202 stocks |
$684 Million
74.56% of portfolio
|
111
|
87
|
20
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ADBE CRWD SQ ORCL CHKP 7 stocks |
$15.9 Million
1.73% of portfolio
|
5
|
2
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$11.2 Million
1.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA MU AVGO AMD 4 stocks |
$10.7 Million
1.17% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP MA 3 stocks |
$9.8 Million
1.07% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
BR ACN CACI FISV IBM JKHY GIB IT 8 stocks |
$9.46 Million
1.03% of portfolio
|
6
|
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC C 4 stocks |
$9.03 Million
0.98% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$8.66 Million
0.94% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN SE MELI 3 stocks |
$8.47 Million
0.92% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$8.14 Million
0.89% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI ELV 3 stocks |
$7.01 Million
0.76% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROP GE ITW PH IEX DCI EMR ETN 9 stocks |
$7 Million
0.76% of portfolio
|
5
|
4
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$6.74 Million
0.73% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER SHOP MSTR NOW INTU ANSS FICO CRM 8 stocks |
$6.64 Million
0.72% of portfolio
|
7
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
CHE HCA 2 stocks |
$5.41 Million
0.59% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
WAT A TMO MTD DGX IDXX 6 stocks |
$5.33 Million
0.58% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO CASY ULTA ORLY TSCO 5 stocks |
$5.11 Million
0.56% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$4.84 Million
0.53% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR 1 stocks |
$4.58 Million
0.5% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX 2 stocks |
$4.31 Million
0.47% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$4.19 Million
0.46% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$4.18 Million
0.46% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL CHD 3 stocks |
$4.11 Million
0.45% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$4.03 Million
0.44% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
FANG DVN 2 stocks |
$3.96 Million
0.43% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$3.67 Million
0.4% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY AMGN ABBV MRK PFE 6 stocks |
$3.63 Million
0.4% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS VIRT MS 3 stocks |
$3.36 Million
0.37% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
HII AXON GD LMT NOC 5 stocks |
$3.35 Million
0.36% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
SJM LANC MKC GIS 4 stocks |
$3.01 Million
0.33% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MSCI ICE SPGI FDS 4 stocks |
$2.88 Million
0.31% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$2.8 Million
0.3% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2.19 Million
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$2.18 Million
0.24% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON 2 stocks |
$2.13 Million
0.23% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
POOL FAST GWW AIT 4 stocks |
$2.12 Million
0.23% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG BDX ATR RMD 4 stocks |
$2.09 Million
0.23% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP MNST KO COKE 4 stocks |
$2 Million
0.22% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
ROL 1 stocks |
$1.71 Million
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO NTLA 2 stocks |
$1.67 Million
0.18% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
LNG 1 stocks |
$1.52 Million
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$1.48 Million
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$1.43 Million
0.16% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE DTE SO 3 stocks |
$1.42 Million
0.16% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AJG AON 3 stocks |
$1.41 Million
0.15% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T CMCSA VZ 3 stocks |
$1.35 Million
0.15% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
MSI CSCO 2 stocks |
$1.31 Million
0.14% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
DNP BX 2 stocks |
$1.28 Million
0.14% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Solar | Technology
ENPH 1 stocks |
$1.24 Million
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE 1 stocks |
$1.24 Million
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW ECL GEVO 3 stocks |
$1.21 Million
0.13% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT 2 stocks |
$1.19 Million
0.13% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$995,254
0.11% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Infrastructure Operations | Industrials
ACA 1 stocks |
$985,517
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
CE 1 stocks |
$970,516
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$898,043
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Medical Distribution | Healthcare
ABC HSIC 2 stocks |
$856,536
0.09% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
WGO 1 stocks |
$701,535
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
ICFI 1 stocks |
$658,716
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$564,827
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
STLD 1 stocks |
$507,074
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$383,694
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$373,425
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$363,456
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$338,054
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
PHM 1 stocks |
$321,329
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
NSC 1 stocks |
$230,796
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL 1 stocks |
$230,650
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
TFC 1 stocks |
$228,728
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
SQFT 1 stocks |
$9,775
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZOM 1 stocks |
$1,456
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|