Signify Wealth 13F Holdings
CIK 0001769062 · Saint Louis, MO
As of Dec 31, 2024, Signify Wealth reported 26 positions worth $88.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES US TECHNOLOGY ETF | IYW | — | 54,361 | $8.7M | 9.79% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 132,253 | $7.7M | 8.68% |
| SPDR S&P 500 ETF TRUST | SPY | — | 11,645 | $6.8M | 7.70% |
| TCW TRANSFORM SYSTEMS ETF | PWRD | — | 91,025 | $6.6M | 7.46% |
| TESLA INC | TSLA | Consumer Cyclical | 14,342 | $5.8M | 6.54% |
| AMAZON.COM INC | AMZN | Equity | 25,744 | $5.6M | 6.37% |
| APPLE INC | AAPL | Technology | 19,849 | $5.0M | 5.61% |
| ALPHABET INC | GOOGL | Equity | 24,397 | $4.6M | 5.21% |
| TRIMTABS ETF TR | ABFL | — | 64,516 | $4.3M | 4.84% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 23,859 | $4.2M | 4.80% |
| INVESCO S&P 500 LOW VOLATILITY ETF | SPLV | — | 60,383 | $4.2M | 4.77% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 23,537 | $4.1M | 4.66% |
| TRIMTABS ETF TR | ABLG | — | 139,250 | $4.0M | 4.51% |
| ISHARES MSCI EAFE ETF | EFA | — | 52,621 | $4.0M | 4.49% |
| ISHARES GOLD TRUST | IAU | — | 69,176 | $3.4M | 3.87% |
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF | XLE | Equity | 35,868 | $3.1M | 3.47% |
| NVIDIA CORP | NVDA | Technology | 13,341 |