Signify Wealth Top Holdings and 13F Report (2024) About Signify WealthInvestment ActivitySignify Wealth has $81.62 million in total holdings as of September 30, 2024.Signify Wealth owns shares of 30 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 17.10% of the portfolio was purchased this quarter.About 6.40% of the portfolio was sold this quarter.This quarter, Signify Wealth has purchased 25 new stocks and bought additional shares in 10 stocks.Signify Wealth sold shares of 13 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares U.S. Technology ETF $7,807,065Vanguard Short-Term Treasury Index ETF $7,264,359TCW Transform Systems ETF $6,371,062SPDR S&P 500 ETF Trust $6,252,836Amazon.com $4,810,854 Largest New Holdings this Quarter Invesco S&P 500 Equal Weight ETF $3,858,569 HoldingUtilities Select Sector SPDR Fund $3,219,325 HoldingNetflix $358,891 HoldingCrowdStrike $266,447 HoldingMercadoLibre $223,664 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 21,537 shares (about $3.86M)Utilities Select Sector SPDR Fund 39,853 shares (about $3.22M)Vanguard Short-Term Treasury Index ETF 22,389 shares (about $1.32M)SPDR S&P 500 ETF Trust 1,097 shares (about $629.41K)FCF International Quality ETF 20,096 shares (about $628.55K) Largest Sales this Quarter NVIDIA 10,052 shares (about $1.22M)iShares U.S. Technology ETF 6,486 shares (about $983.41K)Apple 3,345 shares (about $779.37K)Tesla 1,538 shares (about $402.39K)SPDR Bloomberg Short Term High Yield Bond ETF 10,581 shares (about $272.46K) 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$7,807,065$983,407 ▼-11.2%51,4919.6%ManufacturingVGSHVanguard Short-Term Treasury Index ETF$7,264,359$1,321,399 ▲22.2%123,0838.9%ETFNETZTCW Transform Systems ETF$6,371,062$624,997 ▲10.9%86,1787.8%ETFSPYSPDR S&P 500 ETF Trust$6,252,836$629,415 ▲11.2%10,8987.7%FinanceAMZNAmazon.com$4,810,854$191,920 ▼-3.8%25,8195.9%Retail/WholesaleAAPLApple$4,654,106$779,373 ▼-14.3%19,9755.7%Computer and TechnologyGOOGLAlphabet$4,059,106$246,449 ▼-5.7%24,4755.0%Computer and TechnologySPLVInvesco S&P 500 Low Volatility ETF$3,999,163$579,507 ▲16.9%55,7534.9%ETFTTACFCF US Quality ETF$3,986,558$525,314 ▲15.2%61,1594.9%ETFQUALiShares MSCI USA Quality Factor ETF$3,975,978$415,976 ▲11.7%22,1754.9%ETFEFAiShares MSCI EAFE ETF$3,917,898$618,109 ▲18.7%46,8484.8%FinanceTTAIFCF International Quality ETF$3,909,400$628,547 ▲19.2%124,9924.8%ETFRSPInvesco S&P 500 Equal Weight ETF$3,858,569$3,858,569 ▲New Holding21,5374.7%ETFTSLATesla$3,696,047$402,387 ▼-9.8%14,1274.5%Auto/Tires/TrucksXLUUtilities Select Sector SPDR Fund$3,219,325$3,219,325 ▲New Holding39,8533.9%ETFIAUiShares Gold Trust$3,214,596$316,738 ▲10.9%64,6803.9%FinanceNVDANVIDIA$1,683,607$1,220,688 ▼-42.0%13,8642.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,220,136$178,108 ▼-12.7%4,3091.5%ETFMSFTMicrosoft$950,823$42,163 ▼-4.2%2,2101.2%Computer and TechnologyMETAMeta Platforms$562,530$143,637 ▲34.3%9830.7%Computer and TechnologyNFLXNetflix$358,891$358,891 ▲New Holding5060.4%Consumer DiscretionaryCRWDCrowdStrike$266,447$266,447 ▲New Holding9500.3%Computer and TechnologyBNDVanguard Total Bond Market ETF$238,549$22,458 ▼-8.6%3,1760.3%ETFVEAVanguard FTSE Developed Markets ETF$237,328$44,413 ▼-15.8%4,4940.3%ETFBSVVanguard Short-Term Bond ETF$225,919$175,164 ▼-43.7%2,8710.3%ETFMELIMercadoLibre$223,664$223,664 ▲New Holding1090.3%Retail/WholesaleVBVanguard Small-Cap ETF$222,503$34,870 ▼-13.5%9380.3%ETFHEIHEICO$204,216$204,216 ▲New Holding7810.3%AerospaceSJNKSPDR Bloomberg Short Term High Yield Bond ETF$203,322$272,461 ▼-57.3%7,8960.2%ETFRICHTECH ROBOTICS INC$20,975$20,975 ▲New Holding25,0000.0%CL BBIVVanguard Intermediate-Term Bond ETF$0$425,899 ▼-100.0%00.0%ETFVWOVanguard FTSE Emerging Markets ETF$0$207,422 ▼-100.0%00.0%ETFShowing 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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