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 Market Cap. of $2 Billions to $10 Billions

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

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
Track This Portfolio

Track Signify Wealth Portfolio

Follow Signify Wealth and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Signify Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Signify Wealth with notifications on news.