Signify Wealth Top Holdings and 13F Report (2025) About Signify WealthInvestment ActivitySignify Wealth has $88.60 million in total holdings as of December 31, 2024.Signify Wealth owns shares of 26 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 8.38% of the portfolio was purchased this quarter.About 4.54% of the portfolio was sold this quarter.This quarter, Signify Wealth has purchased 30 new stocks and bought additional shares in 17 stocks.Signify Wealth sold shares of 5 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares U.S. Technology ETF $8,671,667Vanguard Short-Term Treasury Index ETF $7,694,480SPDR S&P 500 ETF Trust $6,824,902TCW Transform Systems ETF $6,605,684Tesla $5,791,873 Largest New Holdings this Quarter Energy Select Sector SPDR Fund $3,072,453 Holding Largest Purchases this Quarter Energy Select Sector SPDR Fund 35,868 shares (about $3.07M)Vanguard Short-Term Treasury Index ETF 9,170 shares (about $533.51K)iShares U.S. Technology ETF 2,870 shares (about $457.82K)SPDR S&P 500 ETF Trust 747 shares (about $437.80K)iShares MSCI EAFE ETF 5,773 shares (about $436.50K) Largest Sales this Quarter NVIDIA 523 shares (about $70.23K)Apple 126 shares (about $31.55K)Amazon.com 75 shares (about $16.45K)Vanguard Short-Term Bond ETF 193 shares (about $14.91K)Alphabet 78 shares (about $14.77K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSignify Wealth Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIYWiShares U.S. Technology ETF$8,671,667$457,822 ▲5.6%54,3619.8%ManufacturingVGSHVanguard Short-Term Treasury Index ETF$7,694,480$533,511 ▲7.5%132,2538.7%ETFSPYSPDR S&P 500 ETF Trust$6,824,902$437,802 ▲6.9%11,6457.7%FinanceNETZTCW Transform Systems ETF$6,605,684$351,747 ▲5.6%91,0257.5%ETFTSLATesla$5,791,873$86,826 ▲1.5%14,3426.5%Auto/Tires/TrucksAMZNAmazon.com$5,647,976$16,454 ▼-0.3%25,7446.4%Retail/WholesaleAAPLApple$4,970,629$31,553 ▼-0.6%19,8495.6%Computer and TechnologyGOOGLAlphabet$4,618,314$14,765 ▼-0.3%24,3975.2%Computer and TechnologyTTACFCF US Quality ETF$4,288,146$223,128 ▲5.5%64,5164.8%ETFQUALiShares MSCI USA Quality Factor ETF$4,248,811$299,887 ▲7.6%23,8594.8%ETFSPLVInvesco S&P 500 Low Volatility ETF$4,226,810$324,100 ▲8.3%60,3834.8%ETFRSPInvesco S&P 500 Equal Weight ETF$4,124,389$350,460 ▲9.3%23,5374.7%ETFTTAIFCF International Quality ETF$3,992,144$408,761 ▲11.4%139,2504.5%ETFEFAiShares MSCI EAFE ETF$3,978,674$436,497 ▲12.3%52,6214.5%FinanceIAUiShares Gold Trust$3,424,904$222,597 ▲7.0%69,1763.9%FinanceXLEEnergy Select Sector SPDR Fund$3,072,453$3,072,453 ▲New Holding35,8683.5%ETFNVDANVIDIA$1,791,551$70,233 ▼-3.8%13,3412.0%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,359,209$110,418 ▲8.8%4,6901.5%ETFMSFTMicrosoft$932,044$422 ▲0.0%2,2111.1%Computer and TechnologyMETAMeta Platforms$575,6690.0%9830.6%Computer and TechnologyNFLXNetflix$451,0080.0%5060.5%Consumer DiscretionaryCRWDCrowdStrike$325,0520.0%9500.4%Computer and TechnologyBNDVanguard Total Bond Market ETF$287,784$59,398 ▲26.0%4,0020.3%ETFVBVanguard Small-Cap ETF$246,527$21,145 ▲9.4%1,0260.3%ETFVEAVanguard FTSE Developed Markets ETF$239,291$24,388 ▲11.3%5,0040.3%ETFBSVVanguard Short-Term Bond ETF$206,929$14,913 ▼-6.7%2,6780.2%ETFXLUUtilities Select Sector SPDR Fund$0$3,219,325 ▼-100.0%00.0%ETFMELIMercadoLibre$0$223,664 ▼-100.0%00.0%Retail/WholesaleHEIHEICO$0$204,216 ▼-100.0%00.0%AerospaceSJNKSPDR Bloomberg Short Term High Yield Bond ETF$0$203,322 ▼-100.0%00.0%ETFRICHTECH ROBOTICS INC$0$20,975 ▼-100.0%00.0%CL BShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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