StockDrifts LogoStockDrifts

Signify Wealth 13F Portfolio

Portfolio Manager
Signify Wealth
Performance
0% (N/A)
AUM (13F)
$88.60M
# of Holdings
26
Performance Rank
N/A
Allocation (Top 20)
N/A
Latest filing
Q4 2024

Signify Wealth Holdings Map

Top 26 Signify Wealth Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IYW
ISHARES TR
9.79%54.4K$8.7M
+5.57%(+2.87K)
2023-Q4: 43.7K shares2024-Q1: 48.4K shares2024-Q2: 58.0K shares2024-Q3: 51.5K shares2024-Q4: 54.4K sharesโ€”2024-12-31
VGSH
VANGUARD SCOTTSDALE FDS
8.68%132.3K$7.7M
+7.45%(+9.17K)
2023-Q4: 81.2K shares2024-Q1: 97.8K shares2024-Q2: 100.7K shares2024-Q3: 123.1K shares2024-Q4: 132.3K sharesโ€”2024-12-31
SPY
SPDR S&P 500 ETF TR
7.7%11.6K$6.8M
+6.85%(+747)
2023-Q4: 8.9K shares2024-Q1: 9.9K shares2024-Q2: 9.8K shares2024-Q3: 10.9K shares2024-Q4: 11.6K sharesโ€”2024-12-31
PWRD
TCW ETF TRUST
7.46%91.0K$6.6M
+5.62%(+4.85K)
2023-Q4: 72.3K shares2024-Q1: 80.6K shares2024-Q2: 77.7K shares2024-Q3: 86.2K shares2024-Q4: 91.0K sharesโ€”2024-12-31
TSLA
TESLA INC
6.54%14.3K$5.8M
+1.52%(+215)
2023-Q4: 20.6K shares2024-Q1: 15.7K shares2024-Q2: 15.7K shares2024-Q3: 14.1K shares2024-Q4: 14.3K sharesโ€”2024-12-31
AMZN
AMAZON COM INC
6.37%25.7K$5.6M
-0.29%(-75)
2023-Q4: 31.1K shares2024-Q1: 26.9K shares2024-Q2: 26.8K shares2024-Q3: 25.8K shares2024-Q4: 25.7K sharesโ€”2024-12-31
AAPL
APPLE INC
5.61%19.8K$5.0M
-0.63%(-126)
2023-Q4: 24.8K shares2024-Q1: 23.2K shares2024-Q2: 23.3K shares2024-Q3: 20.0K shares2024-Q4: 19.8K sharesโ€”2024-12-31
GOOGL
ALPHABET INC
5.21%24.4K$4.6M
-0.32%(-78)
2023-Q4: 31.7K shares2024-Q1: 27.3K shares2024-Q2: 26.0K shares2024-Q3: 24.5K shares2024-Q4: 24.4K sharesโ€”2024-12-31
ABFL
TRIMTABS ETF TR
4.84%64.5K$4.3M
+5.49%(+3.36K)
2023-Q4: 46.1K shares2024-Q1: 52.4K shares2024-Q2: 53.1K shares2024-Q3: 61.2K shares2024-Q4: 64.5K sharesโ€”2024-12-31
QUAL
ISHARES TR
4.8%23.9K$4.2M
+7.59%(+1.68K)
2023-Q4: 17.7K shares2024-Q1: 19.9K shares2024-Q2: 19.9K shares2024-Q3: 22.2K shares2024-Q4: 23.9K sharesโ€”2024-12-31

About Signify Wealthโ€™s portfolio

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 concentration

Portfolio concentration
IYW โ€” 9.8% ($8.67M)VGSH โ€” 8.7% ($7.69M)SPY โ€” 7.7% ($6.82M)PWRD โ€” 7.5% ($6.61M)TSLA โ€” 6.5% ($5.79M)AMZN โ€” 6.4% ($5.65M)AAPL โ€” 5.6% ($4.97M)GOOGL โ€” 5.2% ($4.62M)ABFL โ€” 4.8% ($4.29M)QUAL โ€” 4.8% ($4.25M)Other โ€” 33.0% ($29.23M)
67%in top 10
  • IYW9.8%
  • VGSH8.7%
  • SPY7.7%
  • PWRD7.5%
  • TSLA6.5%
  • AMZN6.4%
  • AAPL5.6%
  • GOOGL5.2%
  • ABFL4.8%
  • QUAL4.8%
  • Other33.0%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
18
XLESELECT SECTOR SPDR TR+172.9%
VGSHVANGUARD SCOTTSDALE FDS+7.5%
IYWISHARES TR+5.6%
SPYSPDR S&P 500 ETF TR+6.9%
+14 more
Trimmed
5
NVDANVIDIA CORPORATION-3.8%
AAPLAPPLE INC-0.6%
AMZNAMAZON COM INC-0.3%
BSVVANGUARD BD INDEX FDS-6.7%
+1 more

Unlock alerts, watchlists & AI chat

Sign up free to track Signify Wealth, compare funds side by side, and get alerts the moment positions change.

Source filings

Holdings on this page are parsed from Signify Wealthโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1769062). View Signify Wealthโ€™s 13F filings on SEC

More 13F analyses

View all