Signify Wealth Portfolio Holdings

Signify Wealth

$66.4 Million
Q2 2024

Signify Wealth has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $66.4 Million distributed in 25 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 $8.73M, Vanguard with a value of $5.84M, Spdr S&P 500 ETF Trust with a value of $5.33M, Engine No 1 ETF Tr Transform C with a value of $5.3M, and Amazon Com Inc with a value of $5.19M.

Examining the 13F form we can see an increase of $9.16M in the current position value, from $57.2M to 66.4M.

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

Portfolio value $66.4 Million

ETFs: $44.1 Million

Technology: $8.9 Million

Consumer Cyclical: $8.29 Million

Communication Services: $5.1 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IYW Ishares Dj Us Tech ETF ETFs	$0	$8.73 Million 13.14% of portfolio	57,977	Q2 2024 Added 19.69%
VGSH Vanguard ETFs	$0	$5.84 Million 8.8% of portfolio	100,694	Q2 2024 Added 2.98%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$5.33 Million 8.03% of portfolio	9,801	Q2 2024 Reduced 0.6%
NETZ Engine No 1 ETF Tr Transform C ETFs	$0	$5.3 Million 7.98% of portfolio	77,724	Q2 2024 Reduced 3.52%
AMZN Amazon Com Inc Consumer Cyclical	$1.86T	$5.19 Million 7.81% of portfolio	26,849	Q2 2024 Reduced 0.3%
AAPL Apple Inc. Technology	$3.5T	$4.91 Million 7.4% of portfolio	23,320	Q2 2024 Added 0.72%
GOOGL Alphabet Inc. Communication Services	$997B	$4.73 Million 7.12% of portfolio	25,961	Q2 2024 Reduced 4.82%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$3.39 Million 5.11% of portfolio	19,855	Q2 2024 Reduced 0.45%
TTAC Fcf Us Quality ETF ETFs	$0	$3.22 Million 4.85% of portfolio	53,100	Q2 2024 Added 1.39%

TSLA Tesla, Inc. Consumer Cyclical	$694B	$3.1 Million 4.67% of portfolio	15,665	Q2 2024 Reduced 0.15%
SPLV Invesco ETF Tr Ii S&P 500 Low ETFs	$0	$3.1 Million 4.66% of portfolio	47,674	Q2 2024 Added 2.91%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$3.09 Million 4.65% of portfolio	39,457	Q2 2024 New
NVDA Nvidia Corp Technology	$282B	$2.95 Million 4.45% of portfolio	23,916	Q2 2024 Added 887.45%
IAU Ishares Gold Trust ETFs	$38.2B	$2.56 Million 3.86% of portfolio	58,307	Q2 2024 Reduced 3.21%
VTI Vanguard Total Stock Market Et ETFs	$0	$1.32 Million 1.99% of portfolio	4,938	Q2 2024 Added 37.09%
MSFT Microsoft Corp Technology	$3.17T	$1.03 Million 1.55% of portfolio	2,308	Q2 2024 Reduced 8.01%
SJNK Spdr Bloomberg Short Term High ETFs	$0	$461,000 0.69% of portfolio	18,477	Q2 2024 Reduced 6.43%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$425,000 0.64% of portfolio	5,687	Q2 2024 Reduced 6.49%

BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$390,000 0.59% of portfolio	5,097	Q2 2024 Reduced 23.13%
META Meta Platforms, Inc. Communication Services	$1.05T	$369,000 0.56% of portfolio	732	Q2 2024 Reduced 25.46%
VEA Vanguard Ftse Developed Market ETFs	$0	$263,000 0.4% of portfolio	5,335	Q2 2024 New
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$250,000 0.38% of portfolio	3,475	Q2 2024 Added 4.79%
VB Vanguard Small Cap ETF ETFs	$0	$236,000 0.36% of portfolio	1,085	Q2 2024 New
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$207,000 0.31% of portfolio	4,740	Q2 2024 New
TTAI Fcf International Quality ETF	-	$0 0.0% of portfolio	-	Q2 2024 Added 2.49%

Summary

Portfolio
No. of Stocks 25
Current Value $66.4 Million
Prior Value $57.2 Million
Filing
Period Q2 2024
Filing Date July 22, 2024
Form Type 13F-HR
Activity in Q2 2024
New Purchases 4 stocks
Additional Purchases 9 stocks
Sold out of 0 stocks
Reduced holdings in 12 stocks

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