Latest Signify Wealth Stock Portfolio
$88.60Million | No. of Holdings #26
Signify Wealth Performance
2024 Q4+4.77%
YTD+17.19%
2023+12.46%
About Signify Wealth and 13F Hedge Fund Stock Holdings
On 2025-02-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Signify Wealth reported an equity portfolio of $88.6 Millions as of 31 Dec, 2024. <br><br> 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. <br><br> 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 Equity Portfolio Value
Last Reported on: 06 Feb, 2025
$88.60Million
as of Feb 06, 2025Signify 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%.
- Performance
- S&P 500
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.
- Others
- Consumer Cyclical
- Technology
- Communication Services
| 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.
- UNALLOCATED
- MEGA-CAP
| 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.
- Others
- S&P 500
| 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.
$88.60MTotal Value
31.00Positions
06 Feb, 2025Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 5.61% | 19,849 | $4.97M 5.61% | 0.63%decreased 0.63 percentreduced | ||
 Amazon Com Inc Amazon Com IncAMZN Signify Wealth's holding in Amazon Com Inc over time | 6.38% | 25,744 | $5.65M 6.38% | 0.29%decreased 0.29 percentreduced | |
 BIL Spdr Ser TrSpdr Ser TrBIL | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 BIV Vanguard Bd Index FdsVanguard Bd Index FdsBIV | 0.32% | 4,002 | $287.8K 0.32% | 26.01%increased 26.01 percentadded | |
BIV Vanguard Bd Index FdsVanguard Bd Index FdsBIV | 0.23% | 2,678 | $206.9K 0.23% | 6.72%decreased 6.72 percentreduced | |
 BNDW Vanguard Scottsdale FdsVanguard Scottsdale FdsBNDW | 8.69% | 132,253 | $7.69M 8.69% | 7.45%increased 7.45 percentadded | |
 CGW Invesco Exch Traded Fd Tr IiInvesco Exch Traded Fd Tr IiCGW | 4.77% | 60,383 | $4.23M 4.77% | 8.3%increased 8.3 percentadded | |
 Crowdstrike Hldgs Inc Signify Wealth's holding in Crowdstrike Hldgs Inc over time | 0.37% | 950 | $325.1K 0.37% | 0%unchanged 0 percentunchanged | |
 CSD Invesco Exchange Traded Fd TInvesco Exchange Traded Fd TCSD | 4.66% | 23,537 | $4.12M 4.66% | 9.29%increased 9.29 percentadded | |
 DFHY Trimtabs Etf TrTrimtabs Etf TrDFHY | 4.84% | 64,516 | $4.29M 4.84% | 5.49%increased 5.49 percentadded | |
DFHY Trimtabs Etf TrTrimtabs Etf TrDFHY | 4.51% | 139,250 | $3.99M 4.51% | 11.41%increased 11.41 percentadded | |
 Alphabet Inc Alphabet IncGOOG Signify Wealth's holding in Alphabet Inc over time | 5.21% | 24,397 | $4.62M 5.21% | 0.32%decreased 0.32 percentreduced | |
 Heico Corp New Signify Wealth's holding in Heico Corp New over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 IAU Ishares Gold TrIshares Gold TrIAU | 3.87% | 69,176 | $3.42M 3.87% | 6.95%increased 6.95 percentadded | |
 IBCE Ishares TrIshares TrIBCE | 4.8% | 23,859 | $4.25M 4.8% | 7.59%increased 7.59 percentadded | |
 IJR Ishares TrIshares TrIJR | 9.79% | 54,361 | $8.67M 9.79% | 5.57%increased 5.57 percentadded | |
IJR Ishares TrIshares TrIJR | 4.49% | 52,621 | $3.98M 4.49% | 12.32%increased 12.32 percentadded | |
 Mercadolibre Inc Mercadolibre IncMELI Signify Wealth's holding in Mercadolibre Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Meta Platforms Inc Signify Wealth's holding in Meta Platforms Inc over time | 0.65% | 983 | $575.7K 0.65% | 0%unchanged 0 percentunchanged | |
 Microsoft Corp Microsoft CorpMSFT Signify Wealth's holding in Microsoft Corp over time | 1.05% | 2,211 | $932.0K 1.05% | 0.05%increased 0.05 percentadded | |
