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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 $1.28 billion in total holdings as of June 30, 2025.
  • Signal Advisors Wealth, LLC owns shares of 464 different stocks, but just 119 companies or ETFs make up 80% of its holdings.
  • Approximately 29.83% of the portfolio was purchased this quarter.
  • About 14.73% of the portfolio was sold this quarter.
  • This quarter, Signal Advisors Wealth, LLC has purchased 430 new stocks and bought additional shares in 198 stocks.
  • Signal Advisors Wealth, LLC sold shares of 141 stocks and completely divested from 87 stocks this quarter.

Largest New Holdings this Quarter

33740U448 - FIRST TR EXCHNG TRADED FD VI
$5,042,536 Holding
86800U302 - SUPER MICRO COMPUTER INC
$2,271,462 Holding
78464A367 - SPDR Portfolio Long Term Corporate Bond ETF
$2,148,122 Holding

Largest Purchases this Quarter

Global X Nasdaq 100 Covered Call ETF
1,438,461 shares (about $24.05M)
Global X SuperDividend ETF
464,151 shares (about $10.47M)
Aptus Collared Investment Opportunity ETF
221,927 shares (about $9.19M)
SPDR Portfolio S&P 500 ETF
100,461 shares (about $7.30M)

Largest Sales this Quarter

SPDR Portfolio S&P 500 Value ETF
196,995 shares (about $10.31M)
FT Vest U.S. Equity Deep Buffer ETF - January
241,700 shares (about $9.75M)
iShares 20+ Year Treasury Bond ETF
58,349 shares (about $5.15M)
iShares Core Dividend ETF
98,101 shares (about $4.94M)
iShares Core U.S. Aggregate Bond ETF
49,361 shares (about $4.90M)

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 Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$46,414,082$7,302,509 18.7%638,5213.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$40,653,614$4,631,987 -10.2%65,7993.2%Finance
Aptus Collared Investment Opportunity ETF stock logo
ACIO
Aptus Collared Investment Opportunity ETF
$31,337,588$9,187,773 41.5%756,9472.4%ETF
Global X Nasdaq 100 Covered Call ETF stock logo
QYLD
Global X Nasdaq 100 Covered Call ETF
$29,350,953$24,051,065 453.8%1,755,4402.3%Manufacturing
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$27,233,130$3,740,828 15.9%477,6902.1%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$27,165,331$5,835,579 27.4%119,6182.1%ETF
iShares Core Dividend ETF stock logo
DIVB
iShares Core Dividend ETF
$25,371,994$4,936,442 -16.3%504,2132.0%ETF
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$23,448,577$3,555,773 -13.2%250,0111.8%ETF
BNY Mellon Core Bond ETF stock logo
BKAG
BNY Mellon Core Bond ETF
$22,627,361$3,930,498 21.0%536,4481.8%ETF
Aptus Defined Risk ETF stock logo
DRSK
Aptus Defined Risk ETF
$19,899,037$4,151,265 26.4%692,3811.6%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$19,606,495$7,251,401 58.7%124,1001.5%Computer and Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$19,094,333$4,896,616 -20.4%192,4831.5%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$18,291,311$5,034,799 38.0%36,7731.4%Computer and Technology
PSFF
Pacer Swan SOS Fund of Funds ETF
$17,518,464$33,558 -0.2%574,7531.4%ETF
FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock logo
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
$15,938,499$11,516,160 260.4%324,6131.2%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$15,361,056$7,174,317 87.6%60,6601.2%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$14,735,283$10,310,720 -41.2%281,5301.2%ETF
FT Vest U.S. Equity Buffer ETF - January stock logo
FJAN
FT Vest U.S. Equity Buffer ETF - January
$14,231,192$5,270,442 58.8%299,2891.1%ETF
Apple Inc. stock logo
AAPL
Apple
$14,120,021$6,122,895 76.6%68,8211.1%Computer and Technology
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$13,795,744$1,498,709 12.2%323,8441.1%ETF
FT Vest U.S. Equity Buffer ETF - June stock logo
FJUN
FT Vest U.S. Equity Buffer ETF - June
$12,177,240$5,636,638 86.2%226,8911.0%Manufacturing
FT Vest U.S. Equity Deep Buffer ETF - October stock logo
DOCT
FT Vest U.S. Equity Deep Buffer ETF - October
$12,127,083$3,876,555 47.0%295,2910.9%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$12,009,569$4,308,517 55.9%54,7390.9%Retail/Wholesale
DJUL
FT Vest U.S. Equity Deep Buffer ETF - July
$11,943,868$4,007,247 50.5%268,8710.9%ETF
Global X SuperDividend ETF stock logo
SDIV
Global X SuperDividend ETF
$11,914,209$10,466,611 723.0%528,3460.9%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$11,834,917$5,729,678 93.8%124,1600.9%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$11,072,867$2,864,900 -20.6%120,7120.9%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$10,436,542$1,430,104 15.9%57,4260.8%ETF
SPDR SSGA US Sector Rotation ETF stock logo
XLSR
SPDR SSGA US Sector Rotation ETF
$10,350,882$901,951 9.5%188,4720.8%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$10,126,710$2,307,148 -18.6%33,3190.8%ETF
DMBS
DoubleLine Mortgage ETF
$10,015,838$4,037,289 67.5%204,1130.8%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$9,945,561$6,873,750 223.8%117,2690.8%ETF
JUCY
Aptus Enhanced Yield ETF
$9,914,901$2,312,234 30.4%446,0140.8%ETF
Visa Inc. stock logo
V
Visa
$9,872,383$2,280,454 30.0%27,8060.8%Business Services
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$9,679,748$2,552,527 35.8%195,7090.8%ETF
ADME
Aptus Drawdown Managed Equity ETF
$9,561,737$2,527,949 35.9%198,3760.7%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$9,421,635$2,261,911 -19.4%85,9560.7%Finance
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$9,204,431$3,650,602 65.7%175,7580.7%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$9,022,973$672,878 -6.9%158,7150.7%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$8,985,351$909,146 11.3%30,9940.7%Finance
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$8,221,282$4,690,030 132.8%75,7510.6%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$7,623,591$5,268,524 223.7%93,3580.6%ETF
Walmart Inc. stock logo
WMT
Walmart
$7,495,576$267,525 3.7%76,6580.6%Retail/Wholesale
Quanta Services, Inc. stock logo
PWR
Quanta Services
$7,361,933$542,920 8.0%19,4720.6%Construction
ISHARES BITCOIN TRUST ETF
$7,269,351$1,569,790 27.5%118,7610.6%SHS BEN INT
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$6,595,443$1,779,827 -21.3%154,3150.5%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$6,549,218$342,675 5.5%27,6360.5%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$6,436,809$5,467,330 563.9%6,2610.5%Computer and Technology
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$6,431,379$5,252,936 445.8%155,2720.5%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$6,421,419$5,149,296 -44.5%72,7640.5%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$6,336,168$1,006,486 -13.7%107,7950.5%ETF
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock logo
XHLF
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
$6,282,094$2,471,901 64.9%124,7930.5%ETF
Copart, Inc. stock logo
CPRT
Copart
$6,233,610$2,605,569 71.8%127,0350.5%Business Services
Alphabet Inc. stock logo
GOOGL
Alphabet
$6,166,387$2,750,368 80.5%34,9890.5%Computer and Technology
UFIV
US Treasury 5 Year Note ETF
$6,019,296$3,552,863 -37.1%122,2830.5%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$6,016,409$2,059,402 -25.5%148,5900.5%ETF
GJAN
FT Vest U.S. Equity Moderate Buffer ETF - January
$5,888,399$3,530,138 149.7%147,3260.5%ETF
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$5,708,123$2,606,468 84.0%41,5440.4%Energy
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$5,671,963$438,174 8.4%23,3390.4%Computer and Technology
FISR
SPDR SSGA Fixed Income Sector Rotation ETF
$5,615,497$3,016,691 116.1%217,3180.4%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$5,614,132$910,434 19.4%17,6730.4%Auto/Tires/Trucks
PGIM Active High Yield Bond ETF stock logo
PHYL
PGIM Active High Yield Bond ETF
$5,599,724$1,074,248 -16.1%157,7830.4%ETF
Invesco S&P 500 High Dividend Low Volatility ETF stock logo
SPHD
Invesco S&P 500 High Dividend Low Volatility ETF
$5,521,508$4,961,776 886.5%116,0960.4%ETF
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$5,519,839$1,443,162 35.4%9,7380.4%Computer and Technology
OSCV
Opus Small Cap Value Plus ETF
$5,513,098$1,477,117 36.6%152,6750.4%ETF
PGIM ETF TR
$5,484,986$4,933,236 894.1%106,6080.4%AAA CLO ETF
ETF SER SOLUTIONS
$5,425,164$2,277,886 72.4%219,4420.4%APTUS LRG CAP UP
The Progressive Corporation stock logo
PGR
Progressive
$5,406,805$1,458,378 36.9%20,2610.4%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$5,320,981$249,335 4.9%9,6460.4%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$5,286,066$1,639,994 45.0%7,1620.4%Computer and Technology
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$5,204,830$1,404,053 36.9%102,5580.4%ETF
US Treasury 10 Year Note ETF stock logo
UTEN
US Treasury 10 Year Note ETF
$5,046,755$3,462,313 -40.7%114,9600.4%ETF
FIRST TR EXCHNG TRADED FD VI
$5,042,536$5,042,536 New Holding244,3160.4%FT VEST NASD 100
GMAY
FT Cboe Vest U.S. Equity Moderate Buffer ETF - May
$4,996,627$4,996,627 New Holding127,6170.4%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$4,889,120$2,034,658 71.3%89,8740.4%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$4,813,702$948,352 24.5%15,7910.4%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$4,741,655$273,995 6.1%10,8160.4%ETF
SMAY
FT Cboe Vest U.S. Small Cap Moderate Buffer ETF - May
$4,740,763$4,740,763 New Holding197,7790.4%ETF
Chemed Corporation stock logo
CHE
Chemed
$4,667,488$1,545,442 49.5%9,5860.4%Medical
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,470,005$460,691 -9.3%7,8690.3%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$4,457,793$864,142 24.0%33,0720.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$4,358,677$42,853 -1.0%59,1970.3%ETF
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$4,288,091$1,566,142 57.5%45,9600.3%Computer and Technology
FT Vest U.S. Equity Buffer ETF - April stock logo
FAPR
FT Vest U.S. Equity Buffer ETF - April
$4,267,972$1,196,337 38.9%101,1610.3%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$4,237,562$1,028,195 -19.5%45,1330.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$4,187,916$1,529,257 -26.7%6,7450.3%ETF
IDUB
Aptus International Enhanced Yield ETF
$4,180,911$707,355 20.4%187,8220.3%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$4,082,449$468,510 13.0%14,6390.3%Manufacturing
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$3,831,842$110,239 3.0%20,9600.3%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$3,827,080$808,555 26.8%37,1890.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,735,616$1,742,478 87.4%7,6900.3%Finance
FLBL
Franklin Senior Loan ETF
$3,666,126$729,785 -16.6%151,3050.3%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$3,482,869$1,811,778 108.4%32,3070.3%Energy
Freedom 100 Emerging Markets ETF stock logo
FRDM
Freedom 100 Emerging Markets ETF
$3,466,260$1,267,058 57.6%85,7990.3%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$3,448,210$496,835 -12.6%74,5880.3%Manufacturing
DUBS
Aptus Large Cap Enhanced Yield ETF
$3,380,294$208,478 6.6%100,0090.3%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$3,352,225$623,286 -15.7%15,4250.3%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$3,336,277$2,503,212 300.5%2,4910.3%Consumer Discretionary
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$3,285,759$1,146,062 53.6%60,4220.3%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$3,259,132$752,537 30.0%40,2510.3%ETF

Showing largest 100 holdings. View all holdings.
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