SignalPoint Asset Management, LLC

CIK 1566414 · Visualizza su SEC EDGAR ↗

Valore del portafoglio
$410.7M
#4.298 di 9.443 per valore 13F · top 45.5%
Posizioni
253
Aggiornato al
31 Dicembre 2024 Dati aggiornati al Q4 2024
Peso dei primi 10 titoli
44,86%
Peso dei primi 25 titoli
60,08%
Posizioni superiori all'1%
16
Numero effettivo di posizioni
24,5

Basato solo su partecipazioni azionarie long 13F (liquidità, obbligazioni, short non divulgati)

Nuove posizioni
253
Aumentato
0
Diminuito
0
Chiuso
0
Su questa pagina

Suddivisione settoriale

Retail
19,4%
Technology
16,2%
Communication Services
2,7%
Energy
2,5%
Healthcare
2,3%
Industrials
1,8%
Consumer Discretionary
1,4%
Financials
1,2%
Financial Services
1,2%
Consumer Staples
0,7%
Consumer products
0,5%
Utilities
0,5%
Communications
0,2%
Telecommunication
0,2%
Real Estate
0,1%
Materials
0,1%
Logistics & Transportation
0,1%
Altro/Non mappato
49,0%

Portafoglio completo 253 posizioni

Tipo Sequenza Tendenza 8 trim.
ORLY O'Reilly Automotive, Inc. - Common Stock $60.065.302 14,62% 50.654 Su ×1
AAPL Apple Inc. - Common Stock $42.539.745 10,36% 169.874 Su ×1
VOO $21.286.301 5,18% 39.506 Su ×1
VEA $10.317.561 2,51% 215.758 Su ×1
VTI $9.879.307 2,41% 34.089 Su ×1
WMT Walmart Inc. - Common Stock $8.795.044 2,14% 97.344 Su ×1
MSFT Microsoft Corporation - Common Stock $8.445.679 2,06% 20.037 Su ×1
RSPT $8.051.774 1,96% 215.173 Su ×1
NVDA NVIDIA Corporation - Common Stock $7.745.731 1,89% 57.679 Su ×1
AMZN Amazon.com, Inc. - Common Stock $7.121.582 1,73% 32.461 Su ×1
BNDX Vanguard Total International Bond ETF $6.128.436 1,49% 124.943 Su ×1
BSV $5.847.426 1,42% 75.675 Su ×1
XLG $4.842.223 1,18% 96.922 Su ×1
BIV $4.513.217 1,10% 60.394 Su ×1
GOOG Alphabet Inc. - Class C Capital Stock $4.510.092 1,10% 23.682 Su ×1
BRKB $4.389.564 1,07% 9.684 Su ×1
GOOGL Alphabet Inc. - Class A Common Stock $4.006.346 0,98% 21.164 Su ×1
QQQ Invesco QQQ Trust, Series 1 $3.909.996 0,95% 7.648 Su ×1
RSPF $3.824.486 0,93% 52.846 Su ×1
BLV $3.593.188 0,87% 52.509 Su ×1
VWO $3.513.752 0,86% 79.785 Su ×1
RSPH $3.360.739 0,82% 114.701 Su ×1
VOOG $3.358.234 0,82% 9.174 Su ×1
VNQ $3.353.583 0,82% 37.647 Su ×1
RSPN $3.337.497 0,81% 66.484 Su ×1
RSPD $3.084.354 0,75% 57.727 Su ×1
VMBS Vanguard Mortgage-Backed Securities ETF $2.993.282 0,73% 66.019 Su ×1
DIA $2.962.331 0,72% 6.962 Su ×1
BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund $2.925.449 0,71% 32.354 Su ×1
XOM Exxon Mobil Corporation Common Stock $2.903.175 0,71% 26.989 Su ×1
VXF $2.888.888 0,70% 15.206 Su ×1
TSLA Tesla, Inc. - Common Stock $2.879.379 0,70% 7.130 Su ×1
VOOV $2.683.245 0,65% 14.543 Su ×1
BND Vanguard Total Bond Market ETF $2.635.977 0,64% 36.657 Su ×1
RSPC $2.406.746 0,59% 70.362 Su ×1
PTF Invesco Dorsey Wright Technology Momentum ETF $2.385.918 0,58% 32.882 Su ×1
QCOM QUALCOMM Incorporated - Common Stock $2.090.359 0,51% 13.607 Su ×1
CVX Chevron Corporation Common Stock $2.078.997 0,51% 14.354 Su ×1
SPY SPY $2.040.546 0,50% 3.482 Su ×1
AVGO Broadcom Inc. - Common Stock $1.932.185 0,47% 8.334 Su ×1
FXL $1.921.755 0,47% 12.937 Su ×1
JPM JP Morgan Chase & Co. Common Stock $1.825.596 0,44% 7.616 Su ×1
IAU $1.807.511 0,44% 36.508 Su ×1
ABBV AbbVie Inc. Common Stock $1.785.408 0,43% 10.047 Su ×1
PG Procter & Gamble Company (The) Common Stock $1.528.463 0,37% 9.117 Su ×1
RSPG $1.518.113 0,37% 19.881 Su ×1
META Meta Platforms, Inc. - Class A Common Stock $1.515.885 0,37% 2.589 Su ×1
BAC Bank of America Corporation Common Stock $1.505.396 0,37% 34.252 Su ×1
TIP $1.444.243 0,35% 13.555 Su ×1
SCHO $1.439.365 0,35% 59.824 Su ×1
JNJ Johnson & Johnson Common Stock $1.376.374 0,34% 9.517 Su ×1
RSPS $1.370.152 0,33% 45.520 Su ×1
JKHY Jack Henry & Associates, Inc. - Common Stock $1.366.464 0,33% 7.795 Su ×1
MCD McDonald's Corporation Common Stock $1.363.063 0,33% 4.702 Su ×1
HYG $1.361.196 0,33% 17.307 Su ×1
V Visa Inc. $1.317.887 0,32% 4.170 Su ×1
LQD $1.293.298 0,31% 12.105 Su ×1
RSPU $1.272.796 0,31% 19.364 Su ×1
SCHG $1.170.565 0,29% 42.001 Su ×1
DVY iShares Select Dividend ETF $1.166.149 0,28% 8.882 Su ×1
VGT $1.160.279 0,28% 1.866 Su ×1
PRN Invesco Dorsey Wright Industrials Momentum ETF $1.155.968 0,28% 7.518 Su ×1
CAT Caterpillar, Inc. Common Stock $1.144.169 0,28% 3.154 Su ×1
LLY Eli Lilly and Company Common Stock $1.143.812 0,28% 1.482 Su ×1
IEF iShares 7-10 Year Treasury Bond ETF $1.105.927 0,27% 11.962 Su ×1
FXO $1.090.304 0,27% 20.142 Su ×1
PEP PepsiCo, Inc. - Common Stock $1.087.407 0,26% 7.151 Su ×1
SO Southern Company (The) Common Stock $1.086.075 0,26% 13.193 Su ×1
OKE ONEOK, Inc. Common Stock $1.033.828 0,25% 10.297 Su ×1
MUNI $1.013.908 0,25% 19.600 Su ×1
SHY iShares 1-3 Year Treasury Bond ETF $1.001.960 0,24% 12.222 Su ×1
ORCL Oracle Corporation Common Stock $997.674 0,24% 5.987 Su ×1
RSPR $990.842 0,24% 28.161 Su ×1
FBT $967.841 0,24% 5.823 Su ×1
COP ConocoPhillips Common Stock $964.934 0,23% 9.730 Su ×1
USB U.S. Bancorp Common Stock $963.153 0,23% 20.137 Su ×1
FXH $952.883 0,23% 9.151 Su ×1
SCHR $951.231 0,23% 39.161 Su ×1
TLT iShares 20+ Year Treasury Bond ETF $930.414 0,23% 10.654 Su ×1
AXP American Express Company Common Stock $925.847 0,23% 3.120 Su ×1
VB $925.318 0,23% 3.851 Su ×1
PFI Invesco Dorsey Wright Financial Momentum ETF $922.248 0,22% 16.177 Su ×1
PTH Invesco Dorsey Wright Healthcare Momentum ETF $917.236 0,22% 22.908 Su ×1
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF $887.960 0,22% 8.992 Su ×1
FXR $868.518 0,21% 11.610 Su ×1
VTV $857.843 0,21% 5.067 Su ×1
LOW Lowe's Companies, Inc. Common Stock $856.149 0,21% 3.469 Su ×1
HD Home Depot, Inc. (The) Common Stock $854.222 0,21% 2.196 Su ×1
SCHD $851.293 0,21% 31.160 Su ×1
MA Mastercard Incorporated Common Stock $848.304 0,21% 1.611 Su ×1
RSPM $839.524 0,20% 25.776 Su ×1
COST Costco Wholesale Corporation - Common Stock $831.100 0,20% 907 Su ×1
KMI Kinder Morgan, Inc. Common Stock $824.412 0,20% 30.088 Su ×1
RTX RTX Corporation Common Stock $817.446 0,20% 7.064 Su ×1
FEP First Trust Europe AlphaDEX Fund $802.782 0,20% 22.415 Su ×1
OXY Occidental Petroleum Corporation Common Stock $798.367 0,19% 16.158 Su ×1
IBM International Business Machines Corporation Common Stock $797.881 0,19% 3.630 Su ×1
GOVT $759.834 0,19% 33.065 Su ×1
MRK Merck & Company, Inc. Common Stock (new) $755.949 0,18% 7.599 Su ×1
VONG Vanguard Russell 1000 Growth ETF $755.456 0,18% 7.313 Su ×1

Le maggiori nuove scommesse

Nuove posizioni aperte questo trimestre, dalla più grande.

Titolo Valore Azioni % del portafoglio
ORLY $60.065.302 50.654 14,62%
AAPL $42.539.745 169.874 10,36%
VOO $21.286.301 39.506 5,18%
VEA $10.317.561 215.758 2,51%
VTI $9.879.307 34.089 2,41%
WMT $8.795.044 97.344 2,14%
MSFT $8.445.679 20.037 2,06%
RSPT $8.051.774 215.173 1,96%
NVDA $7.745.731 57.679 1,89%
AMZN $7.121.582 32.461 1,73%
BNDX $6.128.436 124.943 1,49%
BSV $5.847.426 75.675 1,42%
XLG $4.842.223 96.922 1,18%
BIV $4.513.217 60.394 1,10%
GOOG $4.510.092 23.682 1,10%