Latest Signify Wealth Stock Portfolio
Signify Wealth Performance:
2024 Q4: 4.77%YTD: 17.19%2023: 12.46%
Performance for 2024 Q4 is 4.77%, and YTD is 17.19%, and 2023 is 12.46%.
About Signify Wealth and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Signify Wealth reported an equity portfolio of $88.6 Millions as of 31 Dec, 2024.
The top stock holdings of Signify Wealth are IJR, BNDW, SPY. The fund has invested 9.8% of it's portfolio in ISHARES TR and 8.7% of portfolio in VANGUARD SCOTTSDALE FDS.
The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), MERCADOLIBRE INC (MELI) and HEICO CORP NEW (HEI) stocks. They significantly reduced their stock positions in VANGUARD BD INDEX FDS (BIV), NVIDIA CORPORATION (NVDA) and APPLE INC (AAPL). Signify Wealth opened new stock positions in SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FDS (BIV), ISHARES TR (IJR) and TRIMTABS ETF TR (DFHY).
The top stock holdings of Signify Wealth are IJR, BNDW, SPY. The fund has invested 9.8% of it's portfolio in ISHARES TR and 8.7% of portfolio in VANGUARD SCOTTSDALE FDS.
The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), MERCADOLIBRE INC (MELI) and HEICO CORP NEW (HEI) stocks. They significantly reduced their stock positions in VANGUARD BD INDEX FDS (BIV), NVIDIA CORPORATION (NVDA) and APPLE INC (AAPL). Signify Wealth opened new stock positions in SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FDS (BIV), ISHARES TR (IJR) and TRIMTABS ETF TR (DFHY).
Signify Wealth Annual Return Estimates Vs S&P 500
Our best estimate is that Signify Wealth made a return of 4.77% in the last quarter. In trailing 12 months, it's portfolio return was 17.19%.
New Buys
| Ticker | $ Bought |
|---|---|
| select sector spdr tr | 3,072,450 |
New stocks bought by Signify Wealth
Additions
| Ticker | % Inc. |
|---|---|
| vanguard bd index fds | 26.01 |
| ishares tr | 12.32 |
| trimtabs etf tr | 11.41 |
| vanguard tax-managed fds | 11.35 |
| vanguard index fds | 9.38 |
| invesco exchange traded fd t | 9.29 |
| vanguard index fds | 8.84 |
| invesco exch traded fd tr ii | 8.3 |
Additions to existing portfolio by Signify Wealth
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard bd index fds | -6.72 |
| nvidia corporation | -3.77 |
| apple inc | -0.63 |
| alphabet inc | -0.32 |
| amazon com inc | -0.29 |
Signify Wealth reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| select sector spdr tr | -3,219,320 |
| richtech robotics inc | -20,975 |
| spdr ser tr | -203,322 |
| heico corp new | -204,216 |
| mercadolibre inc | -223,664 |
Signify Wealth got rid off the above stocks
Sector Distribution
Signify Wealth has about 71.7% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 71.7 |
| Consumer Cyclical | 12.9 |
| Technology | 9.1 |
| Communication Services | 6.4 |
Market Cap. Distribution
Signify Wealth has about 28% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 71.7 |
| MEGA-CAP | 28 |
Stocks belong to which Index?
About 28% of the stocks held by Signify Wealth either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 72 |
| S&P 500 | 28 |
Signify Wealth Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Signify Wealth
Signify Wealth has 26 stocks in it's portfolio. About 67% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. TSLA was the most profitable stock for Signify Wealth last quarter.
Last Reported on: 06 Feb, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| IJR | ishares tr | 9.79 | 54,361 | 8,671,670 | added | 5.57 | ||
Historical Trend of ISHARES TR Position Held By Signify WealthWhat % of Portfolio is IJR?:Number of IJR shares held:Change in No. of Shares Held: | ||||||||
| BNDW | vanguard scottsdale fds | 8.69 | 132,253 | 7,694,480 | added | 7.45 | ||
| SPY | spdr s&p 500 etf tr | 7.70 | 11,645 | 6,824,900 | added | 6.85 | ||
| NETZ | tcw etf trust | 7.46 | 91,025 | 6,605,680 | added | 5.62 | ||
| TSLA | tesla inc | 6.54 | 14,342 | 5,791,870 | added | 1.52 | ||
| AMZN | amazon com inc | 6.38 | 25,744 | 5,647,980 | reduced | -0.29 | ||
| AAPL | apple inc | 5.61 | 19,849 | 4,970,630 | reduced | -0.63 | ||
| GOOG | alphabet inc | 5.21 | 24,397 | 4,618,310 | reduced | -0.32 | ||
| DFHY | trimtabs etf tr | 4.84 | 64,516 | 4,288,150 | added | 5.49 | ||
| IBCE | ishares tr | 4.80 | 23,859 | 4,248,810 | added | 7.59 | ||
| CGW | invesco exch traded fd tr ii | 4.77 | 60,383 | 4,226,810 | added | 8.3 | ||
| CSD | invesco exchange traded fd t | 4.66 | 23,537 | 4,124,390 | added | 9.29 | ||
| DFHY | trimtabs etf tr | 4.51 | 139,250 | 3,992,140 | added | 11.41 | ||
| IJR | ishares tr | 4.49 | 52,621 | 3,978,670 | added | 12.32 | ||
| IAU | ishares gold tr | 3.87 | 69,176 | 3,424,900 | added | 6.95 | ||
| XLB | select sector spdr tr | 3.47 | 35,868 | 3,072,450 | new | |||
| NVDA | nvidia corporation | 2.02 | 13,341 | 1,791,550 | reduced | -3.77 | ||
| VB | vanguard index fds | 1.53 | 4,690 | 1,359,210 | added | 8.84 | ||
| MSFT | microsoft corp | 1.05 | 2,211 | 932,044 | added | 0.05 | ||
| META | meta platforms inc | 0.65 | 983 | 575,669 | unchanged | 0.00 | ||
