Signal Point Asset Management, LLC Incresed Positions in Q3 2024

Signal Point Asset Management, LLC

  • $393 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
1
+ 0.02%
$67.67 - $80.78 $67.7 - $80.8
4.53K $365K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
270
+ 1.49%
$25.45 - $29.53 $6.87K - $7.97K
18.4K $536K
PEP
Pepsico Inc

Consumer Defensive
100
+ 1.33%
$161.9 - $179.3 $16.2K - $17.9K
7.62K $1.29M
IWM
Ishares Russell 2000 ETF

ETFs
111
+ 6.51%
$200.87 - $224.6 $22.3K - $24.9K
1.82K $400K
T
At&T Inc.

Communication Services
54
+ 0.3%
$18.21 - $22.28 $983 - $1.2K
18.1K $398K
VO
Vanguard Mid Cap ETF

ETFs
100
+ 10.89%
$237.84 - $263.83 $23.8K - $26.4K
1.02K $268K
AVGO
Broadcom Inc.

Technology
8K
+ 858.05%
$136.27 - $1745.86 $1.09M - $14M
8.93K $1.54M
SCHA
Schwab Strategic Tr Us Small C

ETFs
390
+ 8.01%
$46.9 - $51.96 $18.3K - $20.3K
5.26K $270K
MO
Altria Group, Inc.

Consumer Defensive
47
+ 0.81%
$45.95 - $54.71 $2.16K - $2.57K
5.88K $300K
SCHO
Schwab Short Term Us Treasury

ETFs
103
+ 0.3%
$47.93 - $49.06 $4.94K - $5.05K
33.9K $1.66M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2
+ 0.06%
$64.35 - $75.71 $129 - $151
3.3K $243K
CMCSA
Comcast Corp

Communication Services
17
+ 0.18%
$37.33 - $41.78 $635 - $710
9.46K $395K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
446
+ 3.94%
$50.25 - $50.74 $22.4K - $22.6K
11.8K $596K
XLF
Financial Sector Spdr

ETFs
2
+ 0.04%
$40.84 - $45.74 $81.7 - $91.5
5.53K $250K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
78
+ 0.8%
$81.31 - $83.29 $6.34K - $6.5K
9.84K $818K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
95
+ 0.54%
$48.06 - $49.39 $4.57K - $4.69K
17.6K $868K
WM
Waste Management Inc

Industrials
110
+ 9.11%
$196.96 - $223.45 $21.7K - $24.6K
1.32K $273K
HSY
Hershey CO

Consumer Defensive
1
+ 0.06%
$182.45 - $203.25 $182 - $203
1.69K $323K
TGT
Target Corp

Consumer Defensive
1
+ 0.05%
$133.47 - $159.25 $133 - $159
1.86K $289K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
530
+ 14.13%
$49.83 - $62.75 $26.4K - $33.3K
4.28K $246K
EPD
Enterprise Products Partners L.P.

Energy
276
+ 1.8%
$27.88 - $30.0 $7.69K - $8.28K
15.6K $454K
AMD
Advanced Micro Devices Inc

Technology
24
+ 1.11%
$128.67 - $183.96 $3.09K - $4.42K
2.19K $358K
MCR
Mfs Charter Income Trust

Financial Services
19
+ 0.17%
$6.28 - $6.57 $119 - $125
11.2K $73K
MIN
Mfs Intermediate Income Trust

Financial Services
79
+ 0.56%
$2.65 - $2.79 $209 - $220
14.2K $38K
RTM
Invesco S&P 500 Equal Weight M

ETFs
151
+ 0.55%
N/A
27.7K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
1.58K
+ 0.7%
N/A
228K $0
VUSB
Vanguard Bd Index Fds
87
+ 0.77%
N/A
11.4K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
353
+ 0.76%
N/A
47K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
106
+ 0.5%
N/A
21.2K $0
EWCO
Invesco ETF Tr S&P 500 Equal W

ETFs
506
+ 0.67%
N/A
76K $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
418
+ 0.67%
N/A
62.6K $0
FTGS
First Tr Exchange Traded Fd Gr
1.49K
+ 17.43%
N/A
10.1K $0
BAC
Bank Of America Corp

Financial Services
9
+ 0.03%
$36.65 - $44.13 $330 - $397
34.7K $1.38M
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.93K
+ 500.0%
$150.73 - $974.56 $290K - $1.88M
2.31K $368K
GM
General Motors CO

Consumer Cyclical
4
+ 0.08%
$39.95 - $49.9 $160 - $200
5.34K $239K
XLE
Energy Sector Spdr

ETFs
49
+ 0.73%
$84.35 - $93.39 $4.13K - $4.58K
6.75K $592K
LLY
Eli Lilly & CO

Healthcare
4
+ 0.27%
$772.14 - $960.02 $3.09K - $3.84K
1.5K $1.33M
PSX
Phillips 66

Energy
18
+ 0.43%
$125.0 - $147.17 $2.25K - $2.65K
4.25K $558K
CRWD
Crowd Strike Holdings, Inc.

Technology
90
+ 13.62%
$217.89 - $392.15 $19.6K - $35.3K
751 $210K
CVX
Chevron Corp

Energy
635
+ 4.26%
$137.88 - $161.97 $87.6K - $103K
15.5K $2.29M
MRK
Merck & Co., Inc.

Healthcare
150
+ 2.0%
$111.15 - $128.97 $16.7K - $19.3K
7.66K $869K
VLO
Valero Energy Corp

Energy
1
+ 0.03%
$132.81 - $163.48 $133 - $163
2.94K $396K
COP
Conocophillips

Energy
22
+ 0.22%
$102.3 - $116.61 $2.25K - $2.57K
9.81K $1.03M
OXY
Occidental Petroleum Corp

Energy
161
+ 1.57%
$49.91 - $63.73 $8.04K - $10.3K
10.4K $537K
EW
Edwards Lifesciences Corp

Healthcare
100
+ 1.49%
$59.7 - $93.78 $5.97K - $9.38K
6.79K $448K
GOOG
Alphabet Inc.

Communication Services
304
+ 1.31%
$149.54 - $192.66 $45.5K - $58.6K
23.4K $3.92M
Activity Summary
Buys All Purchases 113 New Holdings 16 Increased Positions 97 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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