Signify Wealth
CIK 1769062 · View on SEC EDGAR ↗
- Portfolio value
- $88.6M
- Positions
- 26
- As of
- Dec. 31, 2024 Data as of Q4 2024
#8,435 of 9,443 by 13F value · top 89.3%
- Top 10 holdings weight
- 67.00%
- Top 25 holdings weight
- 99.77%
- Positions above 1%
- 19
- Effective number of positions
- 16.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
- New positions
- 26
- Increased
- 0
- Decreased
- 0
- Closed
- 0
On this page
Sector breakdown
Technology
9.1%
Consumer Discretionary
6.5%
Retail
6.4%
Communication Services
6.4%
Other/Unmapped
71.7%
Full portfolio 26 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IYW | $8,671,667 | 9.79% | 54,361 | Up ×1 | |||
| VGSH Vanguard Short-Term Treasury ETF | $7,694,480 | 8.68% | 132,253 | Up ×1 | |||
| SPY SPY | $6,824,902 | 7.70% | 11,645 | Up ×1 | |||
| PWRD TCW Transform Systems ETF | $6,605,684 | 7.46% | 91,025 | Up ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $5,791,873 | 6.54% | 14,342 | Up ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $5,647,976 | 6.37% | 25,744 | Up ×1 | |||
| AAPL Apple Inc. - Common Stock | $4,970,629 | 5.61% | 19,849 | Up ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $4,618,314 | 5.21% | 24,397 | Up ×1 | |||
| ABFL | $4,288,146 | 4.84% | 64,516 | Up ×1 | |||
| QUAL | $4,248,811 | 4.80% | 23,859 | Up ×1 | |||
| SPLV | $4,226,810 | 4.77% | 60,383 | Up ×1 | |||
| RSP | $4,124,389 | 4.66% | 23,537 | Up ×1 | |||
| ABLG | $3,992,144 | 4.51% | 139,250 | Up ×1 | |||
| EFA | $3,978,674 | 4.49% | 52,621 | Up ×1 | |||
| IAU | $3,424,904 | 3.87% | 69,176 | Up ×1 | |||
| XLE XLE | $3,072,453 | 3.47% | 35,868 | Up ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $1,791,551 | 2.02% | 13,341 | Up ×1 | |||
| VTI | $1,359,209 | 1.53% | 4,690 | Up ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $932,044 | 1.05% | 2,211 | Up ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $575,669 | 0.65% | 983 | Up ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $451,008 | 0.51% | 506 | Up ×1 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $325,052 | 0.37% | 950 | Up ×1 | |||
| BND Vanguard Total Bond Market ETF | $287,784 | 0.32% | 4,002 | Up ×1 | |||
| VB | $246,527 | 0.28% | 1,026 | Up ×1 | |||
| VEA | $239,291 | 0.27% | 5,004 | Up ×1 | |||
| BSV | $206,929 | 0.23% | 2,678 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| IYW | $8,671,667 | 54,361 | 9.79% |
| VGSH | $7,694,480 | 132,253 | 8.68% |
| SPY | $6,824,902 | 11,645 | 7.70% |
| PWRD | $6,605,684 | 91,025 | 7.46% |
| TSLA | $5,791,873 | 14,342 | 6.54% |
| AMZN | $5,647,976 | 25,744 | 6.37% |
| AAPL | $4,970,629 | 19,849 | 5.61% |
| GOOGL | $4,618,314 | 24,397 | 5.21% |
| ABFL | $4,288,146 | 64,516 | 4.84% |
| QUAL | $4,248,811 | 23,859 | 4.80% |
| SPLV | $4,226,810 | 60,383 | 4.77% |
| RSP | $4,124,389 | 23,537 | 4.66% |
| ABLG | $3,992,144 | 139,250 | 4.51% |
| EFA | $3,978,674 | 52,621 | 4.49% |
| IAU | $3,424,904 | 69,176 | 3.87% |