Institutional Manager · CIK 0001769062
Signify Wealth
Saint Louis, MO · File #028-20511
Latest AUM
$88.6M
Positions
26
Top-10 Concentration
67.0%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202426 pos · $88.6M
- 13F HOLDINGS REPORTQ/E Sep 202430 pos · $81.6M
- 13F HOLDINGS REPORTQ/E Jun 202425 pos · $69.5M
- 13F HOLDINGS REPORTQ/E Mar 202422 pos · $60.3M
- 13F HOLDINGS REPORTQ/E Dec 202337 pos · $74.4M
- 13F HOLDINGS REPORTQ/E Sep 202329 pos · $116.0M
- 13F HOLDINGS REPORTQ/E Jun 202326 pos · $113.2M
- 13F HOLDINGS REPORTQ/E Mar 202330 pos · $114.2M
Top 20 Holdings — Dec 2024
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287721 | 54,361 | $8.7M | 9.79% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C102 | 132,253 | $7.7M | 8.68% |
| 3 | SPDR S&P 500 ETF TR | SPY | 11,645 | $6.8M | 7.70% |
| 4 | TCW ETF TRUST | 29287L205 | 91,025 | $6.6M | 7.46% |
| 5 | TESLA INC | TSLA | 14,342 | $5.8M | 6.54% |
| 6 | AMAZON COM INC | AMZN | 25,744 | $5.6M | 6.37% |
| 7 | APPLE INC | AAPL | 19,849 | $5.0M | 5.61% |
| 8 | ALPHABET INC | GOOG | 24,397 | $4.6M | 5.21% |
| 9 | TRIMTABS ETF TR | 89628W302 | 64,516 | $4.3M | 4.84% |
| 10 | ISHARES TR | 46432F339 | 23,859 | $4.2M | 4.80% |
| 11 | INVESCO EXCH TRADED FD TR II | IVZ | 60,383 | $4.2M | 4.77% |
| 12 | INVESCO EXCHANGE TRADED FD T | IVZ | 23,537 | $4.1M | 4.66% |
| 13 | TRIMTABS ETF TR | 89628W401 | 139,250 | $4.0M | 4.51% |
| 14 | ISHARES TR | 464287465 | 52,621 | $4.0M | 4.49% |
| 15 | ISHARES GOLD TR | IAU | 69,176 | $3.4M | 3.87% |
| 16 | SELECT SECTOR SPDR TR | 81369Y506 | 35,868 | $3.1M | 3.47% |
| 17 | NVIDIA CORPORATION | NVDA | 13,341 | $1.8M | 2.02% |
| 18 | VANGUARD INDEX FDS | 922908769 | 4,690 | $1.4M | 1.53% |
| 19 | MICROSOFT CORP | MSFT | 2,211 | $932,044 | 1.05% |
| 20 | META PLATFORMS INC | META | 983 | $575,669 | 0.65% |