Signify Wealth has filed its 13F form on April 24, 2024 for Q1 2024 where it was disclosed a total value porftolio of $57.2 Million distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Dj Us Tech ETF with a value of $6.54M, Vanguard with a value of $5.68M, Engine No 1 ETF Tr Transform C with a value of $5.51M, Spdr S&P 500 ETF Trust with a value of $5.16M, and Amazon Com Inc with a value of $4.86M.

Examining the 13F form we can see an decrease of $5.79M in the current position value, from $63M to 57.2M.

Below you can find more details about Signify Wealth portfolio as well as his latest detailed transactions.

Portfolio value $57.2 Million
ETFs: $37.6 Million
Consumer Cyclical: $7.61 Million
Technology: $7.21 Million
Communication Services: $4.84 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $57.2 Million
  • Prior Value $63 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 24, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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