Signal Advisors Wealth, LLC Portfolio Holdings by Sector
Signal Advisors Wealth, LLC
- $403 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
PSFF QQQ SPY SPLG IVV VUG QUAL JEPI 166 stocks |
$276 Million
75.75% of portfolio
|
  136  
|
  29  
|
  39  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO TSM QCOM AMD 5 stocks |
$6.76 Million
1.85% of portfolio
|
  4  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG META GOOGL MTCH 4 stocks |
$6.44 Million
1.77% of portfolio
|
  3  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ADBE 2 stocks |
$6.05 Million
1.66% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$5.39 Million
1.48% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA F FSR 3 stocks |
$4.87 Million
1.33% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN BABA 2 stocks |
$3.94 Million
1.08% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BNS CM BAC 4 stocks |
$3.54 Million
0.97% of portfolio
|
  2  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$3.06 Million
0.84% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT COST TGT 3 stocks |
$2.97 Million
0.81% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD SBUX 2 stocks |
$2.82 Million
0.77% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
WAT 1 stocks |
$2.77 Million
0.76% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY JNJ MRK ABBV PFE 5 stocks |
$2.54 Million
0.7% of portfolio
|
  5  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN BR IBM 3 stocks |
$2.46 Million
0.67% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1.96 Million
0.54% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V MA AXP 3 stocks |
$1.95 Million
0.54% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ROP PH EMR ROK ITW 5 stocks |
$1.9 Million
0.52% of portfolio
|
  5  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
GPS 1 stocks |
$1.75 Million
0.48% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
CRM CDNS 2 stocks |
$1.72 Million
0.47% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Telecom Services | Communication Services
CMCSA VZ T 3 stocks |
$1.62 Million
0.45% of portfolio
|
  3  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
DNP BX 2 stocks |
$1.35 Million
0.37% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
LANC KHC 2 stocks |
$1.19 Million
0.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$1.18 Million
0.32% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
PG KMB 2 stocks |
$1.09 Million
0.3% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX DIS SIRI 3 stocks |
$1.04 Million
0.28% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$1.03 Million
0.28% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
CRSP 1 stocks |
$1.01 Million
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
USB 1 stocks |
$979,196
0.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
NEE SO DTE 3 stocks |
$906,370
0.25% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$891,575
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
MAS JCI 2 stocks |
$816,347
0.22% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT MDT 2 stocks |
$713,299
0.2% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
AFL MET PRU 3 stocks |
$699,924
0.19% of portfolio
|
  3  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$688,835
0.19% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
GD LMT 2 stocks |
$649,229
0.18% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Agricultural Inputs | Basic Materials
SMG 1 stocks |
$641,114
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$585,842
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$560,384
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
FANG 1 stocks |
$556,172
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Waste Management | Industrials
WM 1 stocks |
$548,009
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Farm Products | Consumer Defensive
TSN 1 stocks |
$534,019
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$527,591
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$526,397
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
CHE 1 stocks |
$495,000
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Leisure | Consumer Cyclical
HAS 1 stocks |
$423,290
0.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
GRMN 1 stocks |
$423,240
0.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Steel | Basic Materials
STLD 1 stocks |
$392,280
0.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$379,340
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
IYM 1 stocks |
$377,968
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$329,015
0.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$321,453
0.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
LEN 1 stocks |
$261,754
0.07% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
AON 1 stocks |
$249,953
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Beverages—Brewers | Consumer Defensive
SAM 1 stocks |
$242,927
0.07% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Distribution | Healthcare
MCK 1 stocks |
$238,770
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
DKS 1 stocks |
$234,079
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
EXPI 1 stocks |
$231,280
0.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
PPG 1 stocks |
$220,366
0.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Food Distribution | Consumer Defensive
USFD 1 stocks |
$205,194
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$202,738
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZOM 1 stocks |
$2,203
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|