Signal Advisors Wealth, LLC Portfolio Holdings by Sector
Signal Advisors Wealth, LLC
- $698 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPLG SPY PSFF QQQM DIVB MOAT VEA JEPI 184 stocks |
$420 Million
66.66% of portfolio
|
  182  
|
- |
  152  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ADBE PLTR SQ ORCL CRWD CHKP 7 stocks |
$14.6 Million
2.32% of portfolio
|
  7  
|
- |
  6  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO MU AMD 4 stocks |
$9.29 Million
1.47% of portfolio
|
  4  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$8.9 Million
1.41% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
BR CACI ACN FISV IBM JKHY IT GIB 8 stocks |
$7.73 Million
1.23% of portfolio
|
  8  
|
- |
  7  
|
- |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$7.67 Million
1.22% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT COST TGT 3 stocks |
$6.63 Million
1.05% of portfolio
|
  3  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BAC WFC 3 stocks |
$6.42 Million
1.02% of portfolio
|
  3  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN SE 2 stocks |
$6.14 Million
0.97% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
V AXP MA 3 stocks |
$5.99 Million
0.95% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$5.7 Million
0.9% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
WAT A MTD TMO IDXX DGX 6 stocks |
$5.69 Million
0.9% of portfolio
|
  5  
|
  1  
|
  5  
|
- |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH CI ELV 3 stocks |
$5.37 Million
0.85% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
PG CLX CL CHD KMB 5 stocks |
$5.15 Million
0.82% of portfolio
|
  5  
|
- |
  4  
|
- |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ROP ITW PH IEX DCI EMR ETN GE 9 stocks |
$5.07 Million
0.8% of portfolio
|
  9  
|
- |
  8  
|
- |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
AZO ULTA CASY ORLY TSCO 5 stocks |
$4.65 Million
0.74% of portfolio
|
  5  
|
- |
  5  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI IYM 2 stocks |
$4.62 Million
0.73% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$4.53 Million
0.72% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD SBUX 2 stocks |
$4.32 Million
0.69% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
SHOP UBER INTU FICO ANSS CRM 6 stocks |
$4.02 Million
0.64% of portfolio
|
  6  
|
- |
  6  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
AXON HII LMT GD BA 5 stocks |
$3.75 Million
0.6% of portfolio
|
  5  
|
- |
  5  
|
- |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
CHE HCA 2 stocks |
$3.63 Million
0.58% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Engineering & Construction | Industrials
PWR 1 stocks |
$3.51 Million
0.56% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ LLY AMGN MRK ABBV PFE 6 stocks |
$3.43 Million
0.54% of portfolio
|
  6  
|
- |
  5  
|
- |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$3.01 Million
0.48% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
MSCI SPGI ICE FDS 4 stocks |
$3 Million
0.48% of portfolio
|
  4  
|
- |
  4  
|
- |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO MNST COKE 4 stocks |
$2.78 Million
0.44% of portfolio
|
  4  
|
- |
  4  
|
- |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
GIS LANC HRL SJM MKC 5 stocks |
$2.78 Million
0.44% of portfolio
|
  4  
|
- |
  4  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$2.77 Million
0.44% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
AMT IRM 2 stocks |
$2.7 Million
0.43% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Conglomerates | Industrials
MMM HON 2 stocks |
$2.57 Million
0.41% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
LNG MPLX 2 stocks |
$2.5 Million
0.4% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Capital Markets | Financial Services
GS VIRT 2 stocks |
$2.45 Million
0.39% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2.35 Million
0.37% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
NVO NTLA 2 stocks |
$2.31 Million
0.37% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$2.12 Million
0.34% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$1.99 Million
0.32% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
ISRG BDX ATR RMD 4 stocks |
$1.96 Million
0.31% of portfolio
|
  4  
|
- |
  4  
|
- |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
FANG DVN 2 stocks |
$1.89 Million
0.3% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$1.83 Million
0.29% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
DNP BX BLK 3 stocks |
$1.71 Million
0.27% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PLD PSA 2 stocks |
$1.67 Million
0.27% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
POOL GWW FAST 3 stocks |
$1.6 Million
0.25% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Personal Services | Consumer Cyclical
ROL 1 stocks |
$1.53 Million
0.24% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
SHW ECL PPG 3 stocks |
$1.5 Million
0.24% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
SYK ABT MDT 3 stocks |
$1.46 Million
0.23% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
NEE SO DTE 3 stocks |
$1.34 Million
0.21% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
CBRE 1 stocks |
$1.33 Million
0.21% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Diversified | Utilities
BIP 1 stocks |
$1.31 Million
0.21% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Infrastructure Operations | Industrials
ACA 1 stocks |
$1.25 Million
0.2% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
LRCX 1 stocks |
$1.23 Million
0.2% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consulting Services | Industrials
ICFI 1 stocks |
$1.23 Million
0.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Chemicals | Basic Materials
CE 1 stocks |
$1.18 Million
0.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Solar | Technology
ENPH 1 stocks |
$1.13 Million
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
$1.12 Million
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
WGO 1 stocks |
$1.1 Million
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$1.08 Million
0.17% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T VZ CMCSA 3 stocks |
$984,280
0.16% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Medical Distribution | Healthcare
ABC HSIC MCK 3 stocks |
$908,235
0.14% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Waste Management | Industrials
WM 1 stocks |
$879,970
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$788,152
0.12% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$738,325
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
AFL PRU MET 3 stocks |
$711,429
0.11% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
AJG AON 2 stocks |
$679,741
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$580,596
0.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$542,586
0.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Steel | Basic Materials
STLD 1 stocks |
$509,762
0.08% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$493,074
0.08% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$471,689
0.07% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
PHM 1 stocks |
$421,815
0.07% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$342,322
0.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$332,714
0.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Tools & Accessories | Industrials
SWK 1 stocks |
$328,924
0.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
JCI 1 stocks |
$308,622
0.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Airlines | Industrials
DAL 1 stocks |
$292,425
0.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$281,618
0.04% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$278,057
0.04% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$236,039
0.04% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
O 1 stocks |
$232,355
0.04% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Railroads | Industrials
NSC 1 stocks |
$226,380
0.04% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZOM 1 stocks |
$3,444
0.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|