Signify Wealth Portfolio Holdings

Signify Wealth

$84.6 Million
Q4 2024

Signify Wealth has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $84.6 Million distributed in 26 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 $8.67M, Vanguard with a value of $7.69M, Spdr S&P 500 ETF Trust with a value of $6.82M, Engine No 1 ETF Tr Transform C with a value of $6.61M, and Tesla, Inc. with a value of $5.79M.

Examining the 13F form we can see an increase of $6.92M in the current position value, from $77.7M to 84.6M.

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

Portfolio value $84.6 Million

ETFs: $59.5 Million

Consumer Cyclical: $11.4 Million

Technology: $8.02 Million

Communication Services: $5.65 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IYW Ishares Dj Us Tech ETF ETFs	$0	$8.67 Million 10.25% of portfolio	54,361	Q4 2024 Added 5.57%
VGSH Vanguard ETFs	$0	$7.69 Million 9.1% of portfolio	132,253	Q4 2024 Added 7.45%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$6.82 Million 8.07% of portfolio	11,645	Q4 2024 Added 6.85%
NETZ Engine No 1 ETF Tr Transform C ETFs	$0	$6.61 Million 7.81% of portfolio	91,025	Q4 2024 Added 5.62%
TSLA Tesla, Inc. Consumer Cyclical	$1.12T	$5.79 Million 6.85% of portfolio	14,342	Q4 2024 Added 1.52%
AMZN Amazon Com Inc Consumer Cyclical	$2.31T	$5.65 Million 6.68% of portfolio	25,744	Q4 2024 Reduced 0.29%
AAPL Apple Inc. Technology	$3.93T	$4.97 Million 5.88% of portfolio	19,849	Q4 2024 Reduced 0.63%
GOOGL Alphabet Inc. Communication Services	$1.1T	$4.62 Million 5.46% of portfolio	24,397	Q4 2024 Reduced 0.32%
TTAC Fcf Us Quality ETF ETFs	$0	$4.29 Million 5.07% of portfolio	64,516	Q4 2024 Added 5.49%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$4.25 Million 5.02% of portfolio	23,859	Q4 2024 Added 7.59%
SPLV Invesco ETF Tr Ii S&P 500 Low ETFs	$0	$4.23 Million 5.0% of portfolio	60,383	Q4 2024 Added 8.3%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$4.12 Million 4.88% of portfolio	23,537	Q4 2024 Added 9.29%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$3.98 Million 4.7% of portfolio	52,621	Q4 2024 Added 12.32%
IAU Ishares Gold Trust ETFs	$47B	$3.42 Million 4.05% of portfolio	69,176	Q4 2024 Added 6.95%
XLE Energy Sector Spdr ETFs	$0	$3.07 Million 3.63% of portfolio	35,868	Q4 2024 New
NVDA Nvidia Corp Technology	$347B	$1.79 Million 2.12% of portfolio	13,341	Q4 2024 Reduced 3.77%
VTI Vanguard Total Stock Market Et ETFs	$0	$1.36 Million 1.61% of portfolio	4,690	Q4 2024 Added 8.84%
MSFT Microsoft Corp Technology	$3.05T	$931,000 1.1% of portfolio	2,211	Q4 2024 Added 0.05%
META Meta Platforms, Inc. Communication Services	$1.61T	$579,000 0.68% of portfolio	983	Q3 2024 Added 34.29%
NFLX Netflix Inc Communication Services	$461B	$451,000 0.53% of portfolio	506	Q3 2024 New
CRWD Crowd Strike Holdings, Inc. Technology	$97.8B	$325,000 0.38% of portfolio	950	Q3 2024 New
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$287,000 0.34% of portfolio	4,002	Q4 2024 Added 26.01%
VB Vanguard Small Cap ETF ETFs	$0	$246,000 0.29% of portfolio	1,026	Q4 2024 Added 9.38%
VEA Vanguard Ftse Developed Market ETFs	$0	$239,000 0.28% of portfolio	5,004	Q4 2024 Added 11.35%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$206,000 0.24% of portfolio	2,678	Q4 2024 Reduced 6.72%
TTAI Fcf International Quality ETF	-	$0 0.0% of portfolio	-	Q4 2024 Added 11.41%

Summary

Portfolio
No. of Stocks 26
Current Value $84.6 Million
Prior Value $77.7 Million
Filing
Period Q4 2024
Filing Date February 06, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 1 stocks
Additional Purchases 17 stocks
Sold out of 0 stocks
Reduced holdings in 5 stocks

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