Signify Wealth
CIK 1769062 · Ver em SEC EDGAR ↗
Nenhuma posição 13F ativa na janela atual.
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Distribuição setorial
Technology
9,1%
Consumer Discretionary
6,5%
Retail
6,4%
Communication Services
6,4%
Outros/Não mapeado
71,7%
Portfólio completo 26 posições
| Tipo | Sequência | Tendência de 8T | |||||
|---|---|---|---|---|---|---|---|
| IYW | $8.671.667 | 9,79% | 54.361 | Alta ×1 | |||
| VGSH Vanguard Short-Term Treasury ETF | $7.694.480 | 8,68% | 132.253 | Alta ×1 | |||
| SPY SPY | $6.824.902 | 7,70% | 11.645 | Alta ×1 | |||
| PWRD TCW Transform Systems ETF | $6.605.684 | 7,46% | 91.025 | Alta ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $5.791.873 | 6,54% | 14.342 | Alta ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $5.647.976 | 6,37% | 25.744 | Alta ×1 | |||
| AAPL Apple Inc. - Common Stock | $4.970.629 | 5,61% | 19.849 | Alta ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $4.618.314 | 5,21% | 24.397 | Alta ×1 | |||
| ABFL | $4.288.146 | 4,84% | 64.516 | Alta ×1 | |||
| QUAL | $4.248.811 | 4,80% | 23.859 | Alta ×1 | |||
| SPLV | $4.226.810 | 4,77% | 60.383 | Alta ×1 | |||
| RSP | $4.124.389 | 4,66% | 23.537 | Alta ×1 | |||
| ABLG | $3.992.144 | 4,51% | 139.250 | Alta ×1 | |||
| EFA | $3.978.674 | 4,49% | 52.621 | Alta ×1 | |||
| IAU | $3.424.904 | 3,87% | 69.176 | Alta ×1 | |||
| XLE XLE | $3.072.453 | 3,47% | 35.868 | Alta ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $1.791.551 | 2,02% | 13.341 | Alta ×1 | |||
| VTI | $1.359.209 | 1,53% | 4.690 | Alta ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $932.044 | 1,05% | 2.211 | Alta ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $575.669 | 0,65% | 983 | Alta ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $451.008 | 0,51% | 506 | Alta ×1 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $325.052 | 0,37% | 950 | Alta ×1 | |||
| BND Vanguard Total Bond Market ETF | $287.784 | 0,32% | 4.002 | Alta ×1 | |||
| VB | $246.527 | 0,28% | 1.026 | Alta ×1 | |||
| VEA | $239.291 | 0,27% | 5.004 | Alta ×1 | |||
| BSV | $206.929 | 0,23% | 2.678 | Alta ×1 | |||
| Sem correspondências | |||||||
Maiores novas apostas
Novas posições abertas neste trimestre, maiores primeiro.
| Título | Valor | Ações | % do portfólio |
|---|---|---|---|
| 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% |