Signify Wealth Portfolio Holdings

Signify Wealth

  • $77.7 Million
  • Q3 2024

Signify Wealth has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $77.7 Million distributed in 30 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 $7.81M, Vanguard with a value of $7.26M, Engine No 1 ETF Tr Transform C with a value of $6.37M, Spdr S&P 500 ETF Trust with a value of $6.25M, and Amazon Com Inc with a value of $4.81M.

Examining the 13F form we can see an increase of $11.3M in the current position value, from $66.4M to 77.7M.

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

Portfolio value $77.7 Million
ETFs: $56.2 Million
Consumer Cyclical: $8.73 Million
Technology: $7.55 Million
Communication Services: $4.98 Million
Industrials: $204,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.81 Million 10.05% of portfolio
51,491
Q3 2024 Reduced 11.19%
$0
$7.26 Million 9.35% of portfolio
123,083
Q3 2024 Added 22.23%
$0
$6.37 Million 8.2% of portfolio
86,178
Q3 2024 Added 10.88%
$0
$6.25 Million 8.05% of portfolio
10,898
Q3 2024 Added 11.19%
$2.35T
$4.81 Million 6.19% of portfolio
25,819
Q3 2024 Reduced 3.84%
$4.07T
$4.65 Million 5.99% of portfolio
19,975
Q3 2024 Reduced 14.34%
$1.17T
$4.06 Million 5.23% of portfolio
24,475
Q3 2024 Reduced 5.72%
$0
$4 Million 5.15% of portfolio
55,753
Q3 2024 Added 16.95%
$0
$3.99 Million 5.13% of portfolio
61,159
Q3 2024 Added 15.18%
$0
$3.98 Million 5.12% of portfolio
22,175
Q3 2024 Added 11.68%
$0
$3.92 Million 5.04% of portfolio
46,848
Q3 2024 Added 18.73%
$0
$3.86 Million 4.97% of portfolio
21,537
Q3 2024 New
$1.52T
$3.7 Million 4.76% of portfolio
14,127
Q3 2024 Reduced 9.82%
$42.3B
$3.21 Million 4.14% of portfolio
64,680
Q3 2024 Added 10.93%
$0
$3.22 Million 4.14% of portfolio
39,853
Q3 2024 New
$325B
$1.68 Million 2.17% of portfolio
13,864
Q3 2024 Reduced 42.03%
$3.39T
$950,000 1.22% of portfolio
2,210
Q3 2024 Reduced 4.25%
$1.39T
$562,000 0.72% of portfolio
983
Q3 2024 Added 34.29%
$409B
$358,000 0.46% of portfolio
506
Q3 2024 New
$80.9B
$266,000 0.34% of portfolio
950
Q3 2024 New
$0
$237,000 0.31% of portfolio
4,494
Q3 2024 Reduced 15.76%
$0
$238,000 0.31% of portfolio
3,176
Q3 2024 Reduced 8.6%
$0
$225,000 0.29% of portfolio
2,871
Q3 2024 Reduced 43.67%
$91.1B
$223,000 0.29% of portfolio
109
Q3 2024 New
$0
$222,000 0.29% of portfolio
938
Q3 2024 Reduced 13.55%
$0
$203,000 0.26% of portfolio
7,896
Q3 2024 Reduced 57.27%
$14.2B
$204,000 0.26% of portfolio
781
Q3 2024 New
-
$0 0.0% of portfolio
-
Q3 2024 Added 19.16%
Richtech Robotics Inc
-
$0 0.0% of portfolio
-
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $77.7 Million
  • Prior Value $66.4 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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