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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 $883.78 million in total holdings as of December 31, 2024.
  • Signal Advisors Wealth, LLC owns shares of 424 different stocks, but just 129 companies or ETFs make up 80% of its holdings.
  • Approximately 29.01% of the portfolio was purchased this quarter.
  • About 7.15% of the portfolio was sold this quarter.
  • This quarter, Signal Advisors Wealth, LLC has purchased 416 new stocks and bought additional shares in 223 stocks.
  • Signal Advisors Wealth, LLC sold shares of 150 stocks and completely divested from 35 stocks this quarter.

Largest New Holdings this Quarter

Schwab U.S. Mid-Cap ETF
$2,957,116 Holding
Schwab US Small-Cap ETF
$2,854,410 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust
25,737 shares (about $15.13M)
SPDR SSGA US Sector Rotation ETF
157,647 shares (about $8.42M)
SPDR Portfolio S&P 500 Value ETF
158,023 shares (about $8.08M)
Aptus Collared Investment Opportunity ETF
198,209 shares (about $7.98M)
BNY Mellon Core Bond ETF
170,894 shares (about $7.07M)

Largest Sales this Quarter

Tesla
13,645 shares (about $5.51M)
Pacer Swan SOS Fund of Funds ETF
104,119 shares (about $3.05M)
iShares Core S&P 500 ETF
4,324 shares (about $2.55M)
Broadcom
10,271 shares (about $2.38M)
iShares Core Total USD Bond Market ETF
40,323 shares (about $1.82M)

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
$35,312,226$15,133,307 75.0%60,0554.0%Finance
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$27,525,139$6,527,312 31.1%399,2623.1%ETF
iShares Core Dividend ETF stock logo
DIVB
iShares Core Dividend ETF
$19,807,961$4,976,010 33.5%417,8892.2%ETF
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$18,500,312$4,132,754 28.8%199,5182.1%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$18,352,642$2,064,086 12.7%87,2072.1%ETF
PSFF
Pacer Swan SOS Fund of Funds ETF
$16,588,308$3,049,646 -15.5%566,3471.9%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$16,122,490$4,961,509 44.5%337,1501.8%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$15,720,748$6,871,559 77.7%162,2371.8%Finance
Aptus Collared Investment Opportunity ETF stock logo
ACIO
Aptus Collared Investment Opportunity ETF
$13,916,849$7,975,934 134.3%345,8461.6%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$13,714,860$2,049,942 17.6%236,7721.6%ETF
Amplify YieldShares CWP Dividend & Option Income ETF stock logo
DIVO
Amplify YieldShares CWP Dividend & Option Income ETF
$11,661,098$1,529,818 15.1%288,0711.3%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$10,812,544$4,408,847 68.8%240,7071.2%ETF
BNY Mellon Core Bond ETF stock logo
BKAG
BNY Mellon Core Bond ETF
$10,599,642$7,072,387 200.5%256,1251.2%ETF
Apple Inc. stock logo
AAPL
Apple
$10,264,964$699,673 7.3%40,9911.2%Computer and Technology
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$10,018,998$8,081,302 417.1%195,9131.1%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$9,968,938$1,643,014 19.7%23,6511.1%Computer and Technology
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$9,427,059$825,993 -8.1%107,2481.1%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$8,703,655$3,205,118 58.3%64,8121.0%Computer and Technology
XLSR
SPDR SSGA US Sector Rotation ETF
$8,672,404$8,424,656 3,400.5%162,2831.0%ETF
Aptus Defined Risk ETF stock logo
DRSK
Aptus Defined Risk ETF
$8,221,251$4,787,460 139.4%299,7180.9%ETF
FT Vest U.S. Equity Buffer ETF - January stock logo
FJAN
FT Vest U.S. Equity Buffer ETF - January
$7,684,841$2,100,072 37.6%167,4250.9%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$7,597,097$5,233,773 221.5%32,6730.9%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$7,575,735$5,306,479 233.8%277,2960.9%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$7,449,344$3,803,307 104.3%69,7240.8%Finance
DAUG
FT Vest U.S. Equity Deep Buffer ETF - August
$7,366,412$417,871 -5.4%185,6450.8%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,266,818$1,734,050 31.3%33,1230.8%Retail/Wholesale
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$7,227,655$7,019,996 3,380.5%188,3670.8%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$6,990,238$2,455,485 54.1%39,8920.8%ETF
Schwab Fundamental U.S. Large Company Index ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company Index ETF
$6,933,288$4,871,992 236.4%292,7910.8%ETF
UFIV
US Treasury 5 Year Note ETF
$6,897,533$142,532 2.1%144,2590.8%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$6,525,975$3,668,181 128.4%112,1690.7%ETF
JUCY
Aptus Enhanced Yield ETF
$6,336,560$2,595,352 69.4%278,2850.7%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$6,224,768$6,224,768 New Holding182,3840.7%ETF
Walmart Inc. stock logo
WMT
Walmart
$6,213,167$76,796 1.3%68,6070.7%Retail/Wholesale
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$6,131,251$2,545,514 -29.3%10,4150.7%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$6,124,041$2,063,411 50.8%139,0560.7%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$5,989,130$664,033 -10.0%24,7310.7%Manufacturing
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$5,956,621$5,277,575 777.2%65,1500.7%ETF
FT Vest U.S. Equity Buffer ETF - April stock logo
FAPR
FT Vest U.S. Equity Buffer ETF - April
$5,903,510$343,532 -5.5%142,9770.7%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$5,903,440$4,072,271 222.4%122,1490.7%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$5,901,831$602,864 11.4%24,6210.7%Finance
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$5,595,039$3,644,325 186.8%24,9390.6%Finance
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$5,572,162$2,005,054 56.2%60,7780.6%ETF
Visa Inc. stock logo
V
Visa
$5,491,423$952,213 21.0%17,3760.6%Business Services
FT Vest U.S. Equity Deep Buffer ETF - October stock logo
DOCT
FT Vest U.S. Equity Deep Buffer ETF - October
$5,372,876$4,568,466 567.9%136,4710.6%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$5,296,831$1,657,723 45.6%22,0440.6%ETF
FT Vest U.S. Equity Deep Buffer ETF - March stock logo
DMAR
FT Vest U.S. Equity Deep Buffer ETF - March
$5,291,809$348,327 -6.2%138,6430.6%ETF
US Treasury 10 Year Note ETF stock logo
UTEN
US Treasury 10 Year Note ETF
$5,078,675$17,076 -0.3%119,2670.6%ETF
DJUL
FT Vest U.S. Equity Deep Buffer ETF - July
$5,023,878$2,193,854 77.5%119,6720.6%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$4,971,092$5,510,199 -52.6%12,3100.6%Auto/Tires/Trucks
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$4,830,205$2,676,156 124.2%63,8160.5%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$4,616,373$1,754,528 -27.5%9,0300.5%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$4,611,109$531,681 13.0%9,1150.5%Medical
Invesco RAFI Strategic US ETF stock logo
IUS
Invesco RAFI Strategic US ETF
$4,609,688$447,230 10.7%92,8060.5%Manufacturing
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,528,238$169,247 3.9%15,6250.5%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$4,440,255$71,195 -1.6%89,6840.5%Finance
ADME
Aptus Drawdown Managed Equity ETF
$4,416,786$2,586,802 141.4%94,5490.5%ETF
Quanta Services, Inc. stock logo
PWR
Quanta Services
$4,392,261$669,727 18.0%13,8970.5%Construction
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$4,388,955$353,809 -7.5%10,6930.5%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$4,368,535$1,822,600 -29.4%96,6490.5%Manufacturing
PGIM Active High Yield Bond ETF stock logo
PHYL
PGIM Active High Yield Bond ETF
$4,326,704$2,142,066 98.1%123,5880.5%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,306,883$47,956 -1.1%7,9930.5%ETF
Global X Nasdaq 100 Covered Call ETF stock logo
QYLD
Global X Nasdaq 100 Covered Call ETF
$4,176,011$590,160 16.5%225,0260.5%Manufacturing
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$4,129,833$839,539 25.5%18,1960.5%Business Services
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$4,067,960$1,514,243 -27.1%22,8430.5%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$4,051,154$695,663 20.7%56,3360.5%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$4,047,307$3,157,260 354.7%30,7170.5%ETF
iShares Blockchain and Tech ETF stock logo
IBLC
iShares Blockchain and Tech ETF
$4,042,778$1,595,824 -28.3%118,2440.5%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$3,786,567$2,118,226 127.0%48,1690.4%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$3,649,633$749,695 25.9%37,6990.4%ETF
FT Vest U.S. Equity Buffer ETF - June stock logo
FJUN
FT Vest U.S. Equity Buffer ETF - June
$3,429,101$2,766,248 417.3%66,7400.4%Manufacturing
ISHARES BITCOIN TRUST ETF
$3,390,892$1,087,946 47.2%63,9190.4%SHS BEN INT
SPDR Bloomberg High Yield Bond ETF stock logo
JNK
SPDR Bloomberg High Yield Bond ETF
$3,355,113$3,355,113 New Holding35,1430.4%Finance
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$3,336,887$2,528,803 312.9%24,2560.4%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$3,137,067$260,025 -7.7%18,7120.4%Consumer Staples
Copart, Inc. stock logo
CPRT
Copart
$3,102,219$917,839 42.0%54,0550.4%Business Services
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$3,060,742$1,729,879 -36.1%30,1460.3%ETF
DSEP
FT Vest U.S. Equity Deep Buffer ETF - September
$3,058,372$692,176 29.3%75,4280.3%ETF
DJUN
FT Vest U.S. Equity Deep Buffer ETF - June
$3,058,179$81,756 -2.6%70,6600.3%Manufacturing
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$3,023,193$893,547 42.0%5,8160.3%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,997,923$396,013 15.2%15,8370.3%Computer and Technology
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$2,957,116$2,957,116 New Holding106,7170.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$2,939,172$837,485 39.8%7,5560.3%Retail/Wholesale
FLBL
Franklin Senior Loan ETF
$2,872,755$1,414,211 97.0%118,3910.3%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$2,854,410$2,854,410 New Holding110,3790.3%ETF
The Progressive Co. stock logo
PGR
Progressive
$2,848,705$846,776 42.3%11,8890.3%Finance
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$2,758,763$1,214,321 78.6%16,8390.3%Oils/Energy
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock logo
XHLF
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
$2,744,394$1,033,385 60.4%54,4850.3%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$2,717,980$1,398,479 106.0%31,7300.3%ETF
Global X Robotics & Artificial Intelligence Thematic ETF stock logo
BOTZ
Global X Robotics & Artificial Intelligence Thematic ETF
$2,675,461$415,893 -13.5%83,7390.3%Manufacturing
Chemed Co. stock logo
CHE
Chemed
$2,646,596$999,295 60.7%4,9950.3%Medical
FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock logo
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
$2,626,100$688,032 35.5%52,3020.3%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$2,602,141$170,174 -6.1%32,4170.3%ETF
OSCV
Opus Small Cap Value Plus ETF
$2,593,549$1,148,685 79.5%70,1150.3%ETF
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock logo
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
$2,572,125$322,217 -11.1%21,5530.3%ETF
McDonald's Co. stock logo
MCD
McDonald's
$2,546,503$70,736 2.9%8,7840.3%Retail/Wholesale
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$2,524,310$1,266,150 100.6%10,4250.3%Finance
FT Vest U.S. Equity Buffer ETF - May stock logo
FMAY
FT Vest U.S. Equity Buffer ETF - May
$2,495,767$2,514 0.1%52,6200.3%ETF
FISR
SPDR SSGA Fixed Income Sector Rotation ETF
$2,480,561$2,176,184 715.0%97,8120.3%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$2,463,203$849,227 -25.6%46,9450.3%ETF

Showing largest 100 holdings. View all holdings.
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