Top 26 Signify Wealth Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IYW | ISHARES TR | 9.79% | 54.4K | $8.7M | +5.57%(+2.87K) | โ | 2024-12-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 8.68% | 132.3K | $7.7M | +7.45%(+9.17K) | โ | 2024-12-31 | |
| SPY | SPDR S&P 500 ETF TR | 7.7% | 11.6K | $6.8M | +6.85%(+747) | โ | 2024-12-31 | |
| PWRD | TCW ETF TRUST | 7.46% | 91.0K | $6.6M | +5.62%(+4.85K) | โ | 2024-12-31 | |
| TSLA | TESLA INC | 6.54% | 14.3K | $5.8M | +1.52%(+215) | โ | 2024-12-31 | |
| AMZN | AMAZON COM INC | 6.37% | 25.7K | $5.6M | -0.29%(-75) | โ | 2024-12-31 | |
| AAPL | APPLE INC | 5.61% | 19.8K | $5.0M | -0.63%(-126) | โ | 2024-12-31 | |
| GOOGL | ALPHABET INC | 5.21% | 24.4K | $4.6M | -0.32%(-78) | โ | 2024-12-31 | |
| ABFL | TRIMTABS ETF TR | 4.84% | 64.5K | $4.3M | +5.49%(+3.36K) | โ | 2024-12-31 | |
| QUAL | ISHARES TR | 4.8% | 23.9K | $4.2M | +7.59%(+1.68K) | โ | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Signify Wealth reports $88.60M in US-listed equity holdings across 26 positions in its most recent 13F filing. Its largest disclosed positions are IYW (9.8%), VGSH (8.7%) and SPY (7.7%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Signify Wealthโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1769062). View Signify Wealthโs 13F filings on SEC