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Signify Wealth Top Holdings and 13F Report (2024)

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About Signify Wealth

Investment Activity

  • Signify Wealth has $60.31 million in total holdings as of March 31, 2024.
  • Signify Wealth owns shares of 22 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 9.49% of the portfolio was purchased this quarter.
  • About 24.72% of the portfolio was sold this quarter.
  • This quarter, Signify Wealth has purchased 34 new stocks and bought additional shares in 12 stocks.
  • Signify Wealth sold shares of 8 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

iShares U.S. Technology ETF
$6,542,306
Vanguard Short-Term Treasury Index ETF
$5,677,968
TCW Transform Systems ETF
$5,512,120
SPDR S&P 500 ETF Trust
$5,157,470
Amazon.com
$4,857,814

Largest New Holdings this Quarter

Netflix
$246,576 Holding
Vanguard Total Bond Market ETF
$240,841 Holding

Largest Purchases this Quarter

Vanguard Short-Term Treasury Index ETF
16,541 shares (about $960.54K)
iShares U.S. Technology ETF
4,773 shares (about $644.64K)
TCW Transform Systems ETF
8,238 shares (about $563.64K)
SPDR S&P 500 ETF Trust
994 shares (about $519.93K)
Vanguard Total Stock Market ETF
1,718 shares (about $446.51K)

Largest Sales this Quarter

Vanguard Intermediate-Term Bond ETF
12,141 shares (about $915.43K)
Tesla
4,871 shares (about $856.27K)
Amazon.com
4,158 shares (about $750.02K)
Alphabet
4,447 shares (about $671.19K)
SPDR Bloomberg Short Term High Yield Bond ETF
24,591 shares (about $620.18K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSignify Wealth

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$6,542,306$644,641 ▲10.9%48,44010.8%Manufacturing
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$5,677,968$960,536 ▲20.4%97,7789.4%ETF
NETZ
TCW Transform Systems ETF
$5,512,120$563,644 ▲11.4%80,5639.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$5,157,470$519,932 ▲11.2%9,8608.6%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,857,814$750,020 ▼-13.4%26,9318.1%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,116,918$671,186 ▼-14.0%27,2776.8%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$3,970,297$284,658 ▼-6.7%23,1536.6%Computer and Technology
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$3,277,961$370,609 ▲12.7%19,9455.4%ETF
TTAC
FCF US Quality ETF
$3,180,954$381,386 ▲13.6%52,3705.3%ETF
TTAI
FCF International Quality ETF
$3,062,262$370,826 ▲13.8%102,3495.1%ETF
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$3,051,362$361,692 ▲13.4%46,3245.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$2,757,969$856,273 ▼-23.7%15,6894.6%Auto/Tires/Trucks
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$2,530,724$325,409 ▲14.8%60,2414.2%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,188,519$282,827 ▼-11.4%2,4223.6%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$1,055,450$123,676 ▲13.3%2,5091.8%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$936,160$446,508 ▲91.2%3,6021.6%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$508,399$370,470 ▼-42.2%6,6310.8%ETF
SPDR Bloomberg Short Term High Yield Bond ETF stock logo
SJNK
SPDR Bloomberg Short Term High Yield Bond ETF
$498,019$620,185 ▼-55.5%19,7470.8%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$476,639$164,057 ▲52.5%9820.8%Computer and Technology
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$458,583$915,432 ▼-66.6%6,0820.8%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$246,576$246,576 ▲New Holding4060.4%Consumer Discretionary
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$240,841$240,841 ▲New Holding3,3160.4%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$0$5,096,077 ▼-100.0%00.0%ETF
THOR LOW VOLATILITY ETF
$0$647,625 ▼-100.0%00.0%LOW VOLATILITY
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$0$549,022 ▼-100.0%00.0%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$0$473,265 ▼-100.0%00.0%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$0$418,913 ▼-100.0%00.0%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$0$418,836 ▼-100.0%00.0%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$0$397,290 ▼-100.0%00.0%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$0$368,405 ▼-100.0%00.0%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$0$360,839 ▼-100.0%00.0%Finance
Vanguard Long-Term Bond ETF stock logo
BLV
Vanguard Long-Term Bond ETF
$0$344,112 ▼-100.0%00.0%ETF
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$0$336,498 ▼-100.0%00.0%ETF
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$0$304,297 ▼-100.0%00.0%ETF
Vanguard Emerging Markets Government Bond ETF stock logo
VWOB
Vanguard Emerging Markets Government Bond ETF
$0$225,293 ▼-100.0%00.0%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$0$215,700 ▼-100.0%00.0%Manufacturing

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: