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Signal Advisors Wealth, LLC Top Holdings and 13F Report (2025)

About Signal Advisors Wealth, LLC

Investment Activity

  • Signal Advisors Wealth, LLC has $1.02 billion in total holdings as of March 31, 2025.
  • Signal Advisors Wealth, LLC owns shares of 430 different stocks, but just 120 companies or ETFs make up 80% of its holdings.
  • Approximately 22.50% of the portfolio was purchased this quarter.
  • About 7.21% of the portfolio was sold this quarter.
  • This quarter, Signal Advisors Wealth, LLC has purchased 424 new stocks and bought additional shares in 209 stocks.
  • Signal Advisors Wealth, LLC sold shares of 166 stocks and completely divested from 40 stocks this quarter.

Largest New Holdings this Quarter

33740F631 - FT Vest U.S. Equity Deep Buffer ETF - January
$9,698,335 Holding
26922B444 - ETF SER SOLUTIONS
$2,948,492 Holding
46137V621 - Invesco Financial Preferred ETF
$1,461,715 Holding
37960A669 - Global X SuperDividend ETF
$1,346,169 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 Value ETF
282,612 shares (about $14.43M)
iShares 20+ Year Treasury Bond ETF
107,189 shares (about $9.76M)
FT Vest U.S. Equity Deep Buffer ETF - January
255,421 shares (about $9.70M)
SPDR Portfolio S&P 500 ETF
138,798 shares (about $9.13M)
iShares Core Dividend ETF
184,425 shares (about $8.95M)

Largest Sales this Quarter

JPMorgan Equity Premium Income ETF
66,221 shares (about $3.78M)
SPDR Portfolio S&P 500 Growth ETF
43,198 shares (about $3.47M)
iShares Gold Trust
56,619 shares (about $3.34M)
FT Vest U.S. Equity Buffer ETF - April
70,172 shares (about $2.87M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSignal Advisors Wealth, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$41,001,294$7,406,927 22.0%73,2964.0%Finance
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$35,382,840$9,127,360 34.8%538,0603.5%ETF
iShares Core Dividend ETF stock logo
DIVB
iShares Core Dividend ETF
$29,224,230$8,948,287 44.1%602,3142.9%ETF
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$25,337,199$7,779,632 44.3%287,9232.5%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$24,438,213$14,432,960 144.3%478,5252.4%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$23,923,165$7,874,710 49.1%241,8442.3%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$20,945,685$3,808,339 22.2%412,0732.0%ETF
Aptus Collared Investment Opportunity ETF stock logo
ACIO
Aptus Collared Investment Opportunity ETF
$20,699,930$7,319,144 54.7%535,0202.0%ETF
BNY Mellon Core Bond ETF stock logo
BKAG
BNY Mellon Core Bond ETF
$18,674,702$7,884,162 73.1%443,2641.8%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$18,128,754$1,296,124 7.7%93,9221.8%ETF
PSFF
Pacer Swan SOS Fund of Funds ETF
$16,440,624$271,425 1.7%575,8541.6%ETF
Aptus Defined Risk ETF stock logo
DRSK
Aptus Defined Risk ETF
$14,942,288$6,768,983 82.8%547,9391.5%ETF
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$13,937,798$7,961,599 133.2%151,9441.4%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$11,935,261$9,757,451 448.0%131,1131.2%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$11,765,883$1,954,683 19.9%288,6631.2%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$11,585,464$4,007,176 52.9%106,5921.1%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$11,243,674$6,949,311 161.8%40,9101.1%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$10,004,731$1,126,194 12.7%26,6511.0%Computer and Technology
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$9,745,262$3,783,859 -28.0%170,5511.0%ETF
DJAN
FT Vest U.S. Equity Deep Buffer ETF - January
$9,698,335$9,698,335 New Holding255,4210.9%ETF
UFIV
US Treasury 5 Year Note ETF
$9,503,628$2,453,418 34.8%194,4600.9%ETF
SPDR SSGA US Sector Rotation ETF stock logo
XLSR
SPDR SSGA US Sector Rotation ETF
$8,734,928$495,820 6.0%172,0490.9%ETF
Apple Inc. stock logo
AAPL
Apple
$8,657,953$447,136 -4.9%38,9780.8%Computer and Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$8,584,680$1,674,253 24.2%49,5570.8%ETF
US Treasury 10 Year Note ETF stock logo
UTEN
US Treasury 10 Year Note ETF
$8,510,620$3,273,832 62.5%193,8280.8%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$8,475,559$1,451,213 20.7%78,2020.8%Computer and Technology
FT Vest U.S. Equity Buffer ETF - January stock logo
FJAN
FT Vest U.S. Equity Buffer ETF - January
$8,357,706$932,414 12.6%188,4490.8%ETF
JUCY
Aptus Enhanced Yield ETF
$7,807,857$1,454,613 22.9%342,0000.8%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$7,714,866$298,858 4.0%195,9580.8%ETF
FT Vest U.S. Equity Deep Buffer ETF - October stock logo
DOCT
FT Vest U.S. Equity Deep Buffer ETF - October
$7,704,443$2,470,777 47.2%200,8980.8%ETF
Visa Inc. stock logo
V
Visa
$7,493,365$1,404,196 23.1%21,3830.7%Business Services
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$7,331,420$748,237 11.4%124,9180.7%ETF
DJUL
FT Vest U.S. Equity Deep Buffer ETF - July
$7,307,429$2,412,769 49.3%178,6630.7%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$7,262,047$621,446 9.4%199,4520.7%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$6,833,508$794,029 13.1%27,8580.7%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,678,254$376,331 6.0%35,1010.7%Retail/Wholesale
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$6,675,280$71,029 -1.1%32,3290.7%ETF
PGIM Active High Yield Bond ETF stock logo
PHYL
PGIM Active High Yield Bond ETF
$6,547,977$2,244,639 52.2%188,0520.6%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$6,522,019$228,337 3.6%144,1010.6%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$6,509,476$1,243,716 -16.0%232,8140.6%ETF
Walmart Inc. stock logo
WMT
Walmart
$6,488,961$466,557 7.7%73,9220.6%Retail/Wholesale
ADME
Aptus Drawdown Managed Equity ETF
$6,479,993$2,281,534 54.3%145,9290.6%ETF
Amplify YieldShares CWP Dividend & Option Income ETF stock logo
DIVO
Amplify YieldShares CWP Dividend & Option Income ETF
$6,311,556$5,433,086 -46.3%154,8090.6%ETF
FT Vest U.S. Equity Buffer ETF - June stock logo
FJUN
FT Vest U.S. Equity Buffer ETF - June
$6,079,933$2,750,281 82.6%121,8670.6%Manufacturing
DMBS
DoubleLine Mortgage ETF
$5,976,128$5,037,504 536.7%121,8370.6%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$5,974,501$1,200,871 25.2%11,4080.6%Medical
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$5,807,645$919,377 18.8%26,1900.6%ETF
Schwab Fundamental U.S. Large Company Index ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company Index ETF
$5,460,166$1,452,629 -21.0%231,2650.5%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$5,282,340$801,890 -13.2%106,0500.5%ETF
Global X Nasdaq 100 Covered Call ETF stock logo
QYLD
Global X Nasdaq 100 Covered Call ETF
$5,271,365$1,529,180 40.9%316,9790.5%Manufacturing
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$5,259,584$440,206 -7.7%56,0840.5%ETF
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$5,221,168$809,747 18.4%21,5360.5%Business Services
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$5,174,104$678,230 -11.6%9,2080.5%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$5,147,721$3,471,838 -40.3%64,0500.5%ETF
Invesco RAFI Strategic US ETF stock logo
IUS
Invesco RAFI Strategic US ETF
$5,105,127$524,205 11.4%103,4260.5%Manufacturing
DAUG
FT Vest U.S. Equity Deep Buffer ETF - August
$4,878,075$2,324,469 -32.3%125,7320.5%ETF
Quanta Services, Inc. stock logo
PWR
Quanta Services
$4,584,386$1,052,050 29.8%18,0360.4%Construction
FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock logo
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
$4,550,240$1,907,940 72.2%90,0680.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,460,729$353,055 8.6%8,6800.4%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$4,390,760$252,888 6.1%59,7790.4%ETF
FLBL
Franklin Senior Loan ETF
$4,366,870$1,517,202 53.2%181,4240.4%ETF
ISHARES BITCOIN TRUST ETF
$4,358,719$1,366,667 45.7%93,1150.4%SHS BEN INT
Invesco QQQ stock logo
QQQ
Invesco QQQ
$4,311,208$76,902 1.8%9,1940.4%Finance
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$4,240,029$811,218 23.7%7,1920.4%Computer and Technology
The Progressive Co. stock logo
PGR
Progressive
$4,187,464$822,720 24.5%14,7960.4%Finance
Copart, Inc. stock logo
CPRT
Copart
$4,184,041$1,125,067 36.8%73,9360.4%Business Services
Chemed Co. stock logo
CHE
Chemed
$3,945,444$871,911 28.4%6,4120.4%Medical
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$3,932,248$521,351 -11.7%85,3350.4%Manufacturing
OSCV
Opus Small Cap Value Plus ETF
$3,895,160$1,451,646 59.4%111,7690.4%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$3,892,682$351,146 9.9%26,6610.4%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$3,837,479$647,139 20.3%14,8070.4%Auto/Tires/Trucks
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock logo
XHLF
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
$3,811,319$1,067,727 38.9%75,6890.4%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$3,797,751$3,404,649 866.1%74,8920.4%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$3,778,920$186,146 -4.7%10,1910.4%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$3,653,739$649,778 21.6%12,6800.4%Finance
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$3,612,163$1,312,329 -26.6%18,2930.4%Finance
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$3,609,195$916,928 34.1%22,5740.4%Energy
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$3,478,860$424,839 -10.9%20,3570.3%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$3,384,736$419,588 14.2%36,2200.3%ETF
SPDR Bloomberg High Yield Bond ETF stock logo
JNK
SPDR Bloomberg High Yield Bond ETF
$3,280,345$68,807 -2.1%34,4210.3%Finance
IDUB
Aptus International Enhanced Yield ETF
$3,255,449$1,123,995 52.7%156,0450.3%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$3,249,349$60,665 1.9%19,0680.3%Consumer Staples
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$3,138,142$497,867 -13.7%32,5370.3%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$3,034,931$1,198,990 65.3%29,3320.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,997,322$548,342 22.4%19,3830.3%Computer and Technology
FT Vest U.S. Equity Buffer ETF - April stock logo
FAPR
FT Vest U.S. Equity Buffer ETF - April
$2,976,986$2,869,323 -49.1%72,8050.3%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$2,973,791$1,052,210 -26.1%22,6890.3%ETF
ETF SER SOLUTIONS
$2,948,492$2,948,492 New Holding127,3040.3%APTUS LRG CAP UP
DSEP
FT Vest U.S. Equity Deep Buffer ETF - September
$2,900,936$91,730 -3.1%73,1160.3%ETF
DUBS
Aptus Large Cap Enhanced Yield ETF
$2,898,022$861,399 42.3%93,8410.3%ETF
DFEB
FT Vest U.S. Equity Deep Buffer ETF - February
$2,856,843$2,525,080 761.1%67,7780.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,847,459$547,588 23.8%4,9400.3%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$2,846,701$78,047 2.8%7,7690.3%Retail/Wholesale
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$2,740,543$2,489,519 -47.6%12,9590.3%Manufacturing
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$2,717,010$2,262,535 497.8%52,4720.3%ETF
FT Vest U.S. Equity Deep Buffer ETF - March stock logo
DMAR
FT Vest U.S. Equity Deep Buffer ETF - March
$2,628,782$2,595,135 -49.7%69,7680.3%ETF
FISR
SPDR SSGA Fixed Income Sector Rotation ETF
$2,602,829$71,455 2.8%100,5730.3%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$2,599,409$167,506 -6.1%44,1030.3%ETF
McDonald's Co. stock logo
MCD
McDonald's
$2,589,566$154,312 -5.6%8,2900.3%Retail/Wholesale
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$2,581,814$214,158 -7.7%98,5430.3%ETF

Showing largest 100 holdings. View all holdings.
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