StockDrifts LogoStockDrifts

Signalpoint Asset Management, Llc

Portfolio Manager
Luke Ellis
Performance
0% (N/A)
AUM (13F)
$410.71M
# of Holdings
253
Performance Rank
N/A
Allocation (Top 20)
N/A

Signalpoint Asset Management, Llc Holdings Map

Top 50 Signalpoint Asset Management, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ORLY
OREILLY AUTOMOTIVE INC
14.62%50.7K$60.1M
-0.67%(-341)
2023-Q4: 51.1K shares2024-Q1: 50.8K shares2024-Q2: 51.3K shares2024-Q3: 51.0K shares2024-Q4: 50.7K shares2024-12-31
AAPL
APPLE INC
10.36%169.9K$42.5M
-1.13%(-1.95K)
2023-Q4: 182.6K shares2024-Q1: 183.2K shares2024-Q2: 173.8K shares2024-Q3: 171.8K shares2024-Q4: 169.9K shares2024-12-31
VOO
VANGUARD INDEX FDS
5.18%39.5K$21.3M
+38.64%(+11.01K)
2023-Q4: 6.1K shares2024-Q1: 8.4K shares2024-Q2: 22.0K shares2024-Q3: 28.5K shares2024-Q4: 39.5K shares2024-12-31
VEA
VANGUARD TAX-MANAGED FDS
2.51%215.8K$10.3M
+48.63%(+70.59K)
2023-Q4: 8.9K shares2024-Q1: 34.5K shares2024-Q2: 110.6K shares2024-Q3: 145.2K shares2024-Q4: 215.8K shares2024-12-31
VTI
VANGUARD INDEX FDS
2.41%34.1K$9.9M
+9.64%(+3.00K)
2023-Q4: 30.6K shares2024-Q1: 31.1K shares2024-Q2: 30.1K shares2024-Q3: 31.1K shares2024-Q4: 34.1K shares2024-12-31
WMT
WALMART INC
2.14%97.3K$8.8M
+0.02%(+23)
2023-Q4: 31.1K shares2024-Q1: 97.6K shares2024-Q2: 97.3K shares2024-Q3: 97.3K shares2024-Q4: 97.3K shares2024-12-31
MSFT
MICROSOFT CORP
2.06%20.0K$8.4M
-71.95%(-51.40K)
2023-Q4: 16.4K shares2024-Q1: 16.0K shares2024-Q2: 14.3K shares2024-Q3: 71.4K shares2024-Q4: 20.0K shares2024-12-31
RSPT
INVESCO EXCHANGE TRADED FD T
1.96%215.2K$8.1M
-5.79%(-13.23K)
2023-Q4: 242.2K shares2024-Q1: 228.3K shares2024-Q2: 226.8K shares2024-Q3: 228.4K shares2024-Q4: 215.2K shares2024-12-31
NVDA
NVIDIA CORPORATION
1.89%57.7K$7.7M
+0.90%(+517)
2023-Q4: 14.1K shares2024-Q1: 13.9K shares2024-Q2: 55.6K shares2024-Q3: 57.2K shares2024-Q4: 57.7K shares2024-12-31
AMZN
AMAZON COM INC
1.73%32.5K$7.1M
+0.05%(+16)
2023-Q4: 33.8K shares2024-Q1: 32.8K shares2024-Q2: 32.7K shares2024-Q3: 32.4K shares2024-Q4: 32.5K shares2024-12-31

Unlock alerts, watchlists & AI chat

Sign up free to track Signalpoint Asset Management, Llc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all