Signify Wealth
CIK 1769062 · Holdings on Dec 31, 2024 · First reported Feb 6, 2025
Top ten holdings
Q4 2024- IYW9.79%
- VGSH8.68%
- SPY7.70%
- PWRD7.46%
- TSLA6.54%
- AMZN6.37%
- AAPL5.61%
- GOOGL5.21%
- ABFL4.84%
- QUAL4.80%
Share classes counted separately67.00%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- TSLAWeight increased · +2.01 pp4.53% → 6.54%Shares +215 (+1.52%)
- AMZNWeight increased · +0.48 pp5.89% → 6.37%Shares -75 (-0.29%)
- PWRDWeight decreased · -0.35 pp7.81% → 7.46%Shares +4.85K (+5.62%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 26
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IYWISHARES USTECHNOLOGY ETFU.S. TECH ETF View history and evidence | $8.67M | 9.79% | 54.36K shares | 9.57% → 9.79%+0.22 pp +2.87K (+5.57%) | Added | ▾ |
| 02 | VGSHVANGUARD SHORT-TERM TREASURYSHORT TERM TREAS View history and evidence | $7.69M | 8.68% | 132.25K shares | 8.90% → 8.68%-0.22 pp +9.17K (+7.45%) | Added | ▾ |
| 03 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $6.82M | 7.70% | 11.64K shares | 7.66% → 7.70%+0.04 pp +747 (+6.85%) | Added | ▾ |
| 04 | PWRDTCW TRANSFORM SYSTEMS ETFTRANSFORM SYSTEM View history and evidence | $6.61M | 7.46% | 91.03K shares | 7.81% → 7.46%-0.35 pp +4.85K (+5.62%) | Added | ▾ |
| 05 | TSLATESLA INC View history and evidence | $5.79M | 6.54% | 14.34K shares | 4.53% → 6.54%+2.01 pp +215 (+1.52%) | Added | ▾ |
| 06 | AMZNAMAZON.COM INC View history and evidence | $5.65M | 6.37% | 25.74K shares | 5.89% → 6.37%+0.48 pp -75 (-0.29%) | Reduced | ▾ |
| 07 | AAPLAPPLE INC View history and evidence | $4.97M | 5.61% | 19.85K shares | 5.70% → 5.61%-0.09 pp -126 (-0.63%) | Reduced | ▾ |
| 08 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $4.62M | 5.21% | 24.40K shares | 4.97% → 5.21%+0.24 pp -78 (-0.32%) | Reduced | ▾ |
| 09 | ABFLABACUS FCF LEADERS ETFABACUS FCF LEADE View history and evidence | $4.29M | 4.84% | 64.52K shares | 4.88% → 4.84%-0.04 pp +3.36K (+5.49%) | Added | ▾ |
| 10 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $4.25M | 4.80% | 23.86K shares | 4.87% → 4.80%-0.07 pp +1.68K (+7.59%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| XLU ST SR UTL SL SE SPDR ETF-USD | Non-derivative | -39,853 | -$3.22M | SEC filing ↗ | SEC filing ↗ |
| MELI MERCADOLIBRE INC | Non-derivative | -109 | -$223.66K | SEC filing ↗ | SEC filing ↗ |
| HEI HEICO CORP | Non-derivative | -781 | -$204.22K | SEC filing ↗ | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1769062 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 88596920
}Take these holdings further.
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