Latest Signify Wealth Stock Portfolio
$60.31Million
Equity Portfolio Value
Last Reported on: 25 Apr, 2024
About Signify Wealth and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Signify Wealth reported an equity portfolio of $60.3 Millions as of 31 Mar, 2024.
The top stock holdings of Signify Wealth are AGG, BNDW, NETZ. The fund has invested 10.8% of it's portfolio in ISHARES TR and 9.4% of portfolio in VANGUARD SCOTTSDALE FDS.
The fund managers got completely rid off ISHARES TR (AGG), THOR LOW VOLATILITY ETF and SELECT SECTOR SPDR TR (XLB) stocks. They significantly reduced their stock positions in VANGUARD BD INDEX FDS (BIV), SPDR SER TR (BIL) and TESLA INC (TSLA). Signify Wealth opened new stock positions in NETFLIX INC (NFLX) and VANGUARD BD INDEX FDS (BIV). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VOO), META PLATFORMS INC (META) and VANGUARD SCOTTSDALE FDS (BNDW).
The top stock holdings of Signify Wealth are AGG, BNDW, NETZ. The fund has invested 10.8% of it's portfolio in ISHARES TR and 9.4% of portfolio in VANGUARD SCOTTSDALE FDS.
The fund managers got completely rid off ISHARES TR (AGG), THOR LOW VOLATILITY ETF and SELECT SECTOR SPDR TR (XLB) stocks. They significantly reduced their stock positions in VANGUARD BD INDEX FDS (BIV), SPDR SER TR (BIL) and TESLA INC (TSLA). Signify Wealth opened new stock positions in NETFLIX INC (NFLX) and VANGUARD BD INDEX FDS (BIV). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VOO), META PLATFORMS INC (META) and VANGUARD SCOTTSDALE FDS (BNDW).
New Buys
| Ticker | $ Bought |
|---|---|
| NETFLIX INC | 246,576 |
| VANGUARD BD INDEX FDS | 240,841 |
New stocks bought by Signify Wealth
Additions
| Ticker | % Inc. |
|---|---|
| VANGUARD INDEX FDS | 91.19 |
| META PLATFORMS INC | 52.48 |
| VANGUARD SCOTTSDALE FDS | 20.36 |
| ISHARES GOLD TR | 14.76 |
| TRIMTABS ETF TR | 13.78 |
| TRIMTABS ETF TR | 13.62 |
| INVESCO EXCH TRADED FD TR II | 13.45 |
| MICROSOFT CORP | 13.27 |
Additions to existing portfolio by Signify Wealth
Reductions
| Ticker | % Reduced |
|---|---|
| VANGUARD BD INDEX FDS | -66.62 |
| SPDR SER TR | -55.46 |
| VANGUARD BD INDEX FDS | -42.15 |
| TESLA INC | -23.69 |
| ALPHABET INC | -14.02 |
| AMAZON COM INC | -13.37 |
| NVIDIA CORPORATION | -11.44 |
| APPLE INC | -6.69 |
Signify Wealth reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ISHARES TR | -5,096,080 |
| THOR LOW VOLATILITY ETF | -647,625 |
| SELECT SECTOR SPDR TR | -549,022 |
| SELECT SECTOR SPDR TR | -368,405 |
| VANGUARD CHARLOTTE FDS | -397,290 |
| SELECT SECTOR SPDR TR | -473,265 |
| VANGUARD BD INDEX FDS | -344,112 |
| VANGUARD MALVERN FDS | -215,700 |
Signify Wealth got rid off the above stocks
Current Stock Holdings of Signify Wealth
Last Reported on: 25 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.58 | 23,153 | 3,970,300 | REDUCED | -6.69 | |
| AAXJ | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 10.85 | 48,440 | 6,542,310 | ADDED | 10.93 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMZN | AMAZON COM INC | 8.05 | 26,931 | 4,857,810 | REDUCED | -13.37 | |
| BIL | SPDR SER TR | 0.83 | 19,747 | 498,019 | REDUCED | -55.46 | |
| BIL | SPDR SER TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIV | VANGUARD BD INDEX FDS | 0.84 | 6,631 | 508,399 | REDUCED | -42.15 | |
| BIV | VANGUARD BD INDEX FDS | 0.76 | 6,082 | 458,583 | REDUCED | -66.62 | |
| BIV | VANGUARD BD INDEX FDS | 0.40 | 3,316 | 240,841 | NEW | ||
| BIV | VANGUARD BD INDEX FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 9.41 | 97,778 | 5,677,970 | ADDED | 20.36 | |
| BNDX | VANGUARD CHARLOTTE FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DFHY | TRIMTABS ETF TR | 5.28 | 52,370 | 3,180,950 | ADDED | 13.62 | |
| DFHY | TRIMTABS ETF TR | 5.08 | 102,349 | 3,062,260 | ADDED | 13.78 | |
| GOOG | ALPHABET INC | 6.83 | 27,277 | 4,116,920 | REDUCED | -14.02 | |
| IAU | ISHARES GOLD TR | 4.20 | 60,241 | 2,530,720 | ADDED | 14.76 | |
| IBCE | ISHARES TR | 5.44 | 19,945 | 3,277,960 | ADDED | 12.75 | |
| META | META PLATFORMS INC | 0.79 | 982 | 476,639 | ADDED | 52.48 | |
| MSFT | MICROSOFT CORP | 1.75 | 2,509 | 1,055,450 | ADDED | 13.27 | |
| NETZ | TCW TRANSFORM ETF TRUST | 9.14 | 80,563 | 5,512,120 | ADDED | 11.39 | |
| NFLX | NETFLIX INC | 0.41 | 406 | 246,576 | NEW | ||
| NVDA | NVIDIA CORPORATION | 3.63 | 2,422 | 2,188,520 | REDUCED | -11.44 | |
| SPHD | INVESCO EXCH TRADED FD TR II | 5.06 | 46,324 | 3,051,360 | ADDED | 13.45 | |
| SPY | SPDR S&P 500 ETF TR | 8.55 | 9,860 | 5,157,470 | ADDED | 11.21 | |
| TSLA | TESLA INC | 4.57 | 15,689 | 2,757,970 | REDUCED | -23.69 | |
| VIGI | VANGUARD WHITEHALL FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| VOO | VANGUARD INDEX FDS | 1.55 | 3,602 | 936,160 | ADDED | 91.19 | |
| VTIP | VANGUARD MALVERN FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| XLB | SELECT SECTOR SPDR TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| XLB | SELECT SECTOR SPDR TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| XLB | SELECT SECTOR SPDR TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| XLB | SELECT SECTOR SPDR TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| XLB | SELECT SECTOR SPDR TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| XLB | SELECT SECTOR SPDR TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| THOR LOW VOLATILITY ETF | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |