Signal Point Asset Management, LLC Incresed Positions in Q4 2024

Signal Point Asset Management, LLC

  • $376 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11K
+ 38.64%
$521.84 - $558.82 $5.75M - $6.15M
39.5K $21.3M
VEA
Vanguard Ftse Developed Market

ETFs
70.6K
+ 48.63%
$47.57 - $52.44 $3.36M - $3.7M
216K $10.3M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
28.2K
+ 59.48%
$77.02 - $78.58 $2.17M - $2.22M
75.7K $5.85M
BNDX
Vanguard Total International B

ETFs
40.9K
+ 48.62%
$48.91 - $50.61 $2M - $2.07M
125K $6.13M
AMZN
Amazon Com Inc

Consumer Cyclical
16
+ 0.05%
$180.88 - $232.93 $2.89K - $3.73K
32.5K $7.12M
VTI
Vanguard Total Stock Market Et

ETFs
3K
+ 9.64%
$280.04 - $302.45 $839K - $906K
34.1K $9.88M
TSLA
Tesla, Inc.

Consumer Cyclical
167
+ 2.4%
$213.65 - $479.86 $35.7K - $80.1K
7.13K $2.88M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
26.2K
+ 48.89%
$44.04 - $49.49 $1.15M - $1.3M
79.8K $3.51M
WMT
Walmart Inc.

Consumer Defensive
23
+ 0.02%
$79.1 - $95.7 $1.82K - $2.2K
97.3K $8.8M
VXF
Vanguard Extended Market ETF

ETFs
4.47K
+ 41.62%
$179.17 - $207.15 $801K - $926K
15.2K $2.89M
BOND
Pimco Active Bond Exchange Tra

ETFs
10.3K
+ 46.46%
$90.42 - $94.5 $928K - $970K
32.4K $2.93M
NVDA
Nvidia Corp

Technology
517
+ 0.9%
$117.0 - $148.88 $60.5K - $77K
57.7K $7.75M
GOOG
Alphabet Inc.

Communication Services
244
+ 1.04%
$163.08 - $198.16 $39.8K - $48.4K
23.7K $4.51M
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.67K
+ 6.21%
$46.94 - $51.62 $266K - $293K
96.9K $4.84M
APP
App Lovin Corp

Technology
2
+ 0.12%
$130.67 - $401.5 $261 - $803
1.7K $551K
OKE
Oneok Inc

Energy
1.92K
+ 22.88%
$92.28 - $117.05 $177K - $224K
10.3K $1.03M
OXY
Occidental Petroleum Corp

Energy
5.74K
+ 55.05%
$45.36 - $55.91 $260K - $321K
16.2K $798K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
6.08K
+ 11.18%
$74.5 - $78.37 $453K - $476K
60.4K $4.51M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.01%
$205.18 - $250.29 $205 - $250
7.62K $1.83M
V
Visa Inc.

Financial Services
169
+ 4.22%
$273.87 - $320.91 $46.3K - $54.2K
4.17K $1.32M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.38K
+ 24.17%
$81.68 - $82.93 $194K - $197K
12.2K $1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4
+ 0.05%
$481.22 - $538.17 $1.92K - $2.15K
7.65K $3.91M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.91K
+ 94.0%
$96.64 - $101.23 $185K - $193K
3.94K $382K
KMI
Kinder Morgan, Inc.

Energy
29
+ 0.1%
$22.59 - $28.54 $655 - $828
30.1K $824K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
3.15K
+ 19.15%
$51.58 - $52.91 $162K - $167K
19.6K $1.01M
SCHG
Schwab Strategic Tr Us Large C

ETFs
32K
+ 318.84%
$25.93 - $105.3 $829K - $3.37M
42K $1.17M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
100
+ 2.35%
$47.29 - $84.74 $4.73K - $8.47K
4.36K $324K
CLOV
Clover Health Investments, Corp.

Healthcare
9.39K
+ 6.23%
$2.78 - $4.35 $26.1K - $40.8K
160K $504K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
108
+ 1.58%
$417.69 - $450.94 $45.1K - $48.7K
6.96K $2.96M
FXO
First Tr Exchange Traded Fd Fi

ETFs
6
+ 0.03%
$50.63 - $59.0 $304 - $354
20.1K $1.09M
VONG
Vanguard Russell 1000 Growth E

ETFs
62
+ 0.86%
$95.27 - $107.82 $5.91K - $6.68K
7.31K $755K
RSG
Republic Services, Inc.

Industrials
265
+ 16.61%
$198.0 - $218.75 $52.5K - $58K
1.86K $374K
META
Meta Platforms, Inc.

Communication Services
2
+ 0.08%
$554.08 - $632.68 $1.11K - $1.27K
2.59K $1.53M
VAW
Vanguard Materials ETF

ETFs
380
+ 37.66%
$186.91 - $215.32 $71K - $81.8K
1.39K $260K
EPD
Enterprise Products Partners L.P.

Energy
292
+ 1.87%
$28.66 - $34.43 $8.37K - $10.1K
15.9K $498K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.06%
$567.81 - $607.81 $1.14K - $1.22K
3.48K $2.04M
CBSH
Commerce Bancshares Inc

Financial Services
398
+ 9.18%
$57.04 - $74.36 $22.7K - $29.6K
4.73K $294K
VDE
Vanguard Energy ETF

ETFs
318
+ 16.0%
$116.67 - $136.78 $37.1K - $43.5K
2.31K $279K
XLF
Financial Sector Spdr

ETFs
112
+ 2.03%
$44.89 - $51.34 $5.03K - $5.75K
5.64K $272K
VDC
Vanguard Consumer Staples ETF

ETFs
145
+ 9.75%
$210.96 - $223.62 $30.6K - $32.4K
1.63K $344K
BMY
Bristol Myers Squibb CO

Healthcare
1
+ 0.03%
$51.92 - $59.94 $51.9 - $59.9
3.94K $222K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
100
+ 2.34%
$55.73 - $66.16 $5.57K - $6.62K
4.38K $264K
T
At&T Inc.

Communication Services
48
+ 0.27%
$21.22 - $23.88 $1.02K - $1.15K
18.2K $413K
TJX
Tjx Companies Inc

Consumer Cyclical
55
+ 3.02%
$112.15 - $127.2 $6.17K - $7K
1.88K $226K
PKW
Invesco Exchange Traded Fd Tr

ETFs
62
+ 1.02%
$114.02 - $125.22 $7.07K - $7.76K
6.15K $708K
MO
Altria Group, Inc.

Consumer Defensive
17
+ 0.29%
$49.06 - $57.74 $834 - $982
5.9K $308K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.65K
+ 202.68%
$22.01 - $66.82 $146K - $444K
9.93K $225K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
13
+ 0.08%
$20.98 - $21.19 $273 - $275
16K $336K
MIN
Mfs Intermediate Income Trust

Financial Services
245
+ 1.73%
$2.62 - $2.77 $642 - $679
14.4K $38K
Activity Summary
Buys All Purchases 92 New Holdings 12 Increased Positions 80 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Signal Point Asset Management, LLC Portfolio

Follow Signal Point Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Signal Point Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Signal Point Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email