Latest Signal Advisors Wealth, LLC Stock Portfolio

Signal Advisors Wealth, LLC Performance:

2025 Q3: 2.49%YTD: 11.09%2024: 6.06%

Performance for 2025 Q3 is 2.49%, and YTD is 11.09%, and 2024 is 6.06%.

About Signal Advisors Wealth, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Signal Advisors Wealth, LLC reported an equity portfolio of $1.1 Billions as of 30 Sep, 2025.

The top stock holdings of Signal Advisors Wealth, LLC are BIL, ACIO, VEA. The fund has invested 5.4% of it's portfolio in SPDR SERIES TRUST and 4.2% of portfolio in ETF SER SOLUTIONS.

The fund managers got completely rid off ISHARES TR (BGRN), VANECK ETF TRUST (AFK) and FIRST TR EXCHANGE-TRADED FD (FCVT) stocks. They significantly reduced their stock positions in FIRST TR EXCHNG TRADED FD VI (AFLG), GLOBAL X FDS (AGNG) and SPDR SERIES TRUST (BIL). Signal Advisors Wealth, LLC opened new stock positions in AMERICAN TOWER CORP NEW (AMT), INVESCO ACTIVELY MANAGED EXC (GSY) and INVESCO EXCH TRADED FD TR II (CGW). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), FIRST TR EXCHANGE TRADED FD (AIRR) and TIDAL TRUST II.

Signal Advisors Wealth, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Signal Advisors Wealth, LLC made a return of 2.49% in the last quarter. In trailing 12 months, it's portfolio return was 11.76%.

New Buys

Ticker	$ Bought
american tower corp new	8,069,150
invesco actively managed exc	6,753,070
invesco exch traded fd tr ii	5,222,200
bondbloxx etf trust	2,208,540
invesco actively managed exc	1,072,650
invesco exch traded fd tr ii	925,591
realty income corp	899,754
invesco exchange traded fd t	872,600

New stocks bought by Signal Advisors Wealth, LLC

Additions

Ticker	% Inc.
schwab strategic tr	424
first tr exchange traded fd	251
tidal trust ii	209
wisdomtree tr	185
3m co	180
sherwin williams co	165
prudential finl inc	154
elevance health inc formerly	147

Additions to existing portfolio by Signal Advisors Wealth, LLC

Reductions

Ticker	% Reduced
first tr exchng traded fd vi	-98.14
global x fds	-96.59
first tr exchng traded fd vi	-96.02
first tr exchng traded fd vi	-95.74
spdr series trust	-95.51
select sector spdr tr	-95.48
select sector spdr tr	-95.44
select sector spdr tr	-93.15

Signal Advisors Wealth, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-25,372,000
vaneck etf trust	-23,448,600
pgim etf tr	-5,599,720
rbb fd inc	-6,019,300
rbb fd inc	-5,046,760
pgim etf tr	-5,484,990
spdr series trust	-2,148,120
j p morgan exchange traded f	-4,889,120

Signal Advisors Wealth, LLC got rid off the above stocks

Sector Distribution

Signal Advisors Wealth, LLC has about 67% of it's holdings in Others sector.

Sector	%
Others	67
Technology	12
Financial Services	4.3
Consumer Cyclical	3.1
Industrials	2.9
Healthcare	2.8
Communication Services	2.3
Energy	1.7
Consumer Defensive	1.7

Market Cap. Distribution

Signal Advisors Wealth, LLC has about 31.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	67
MEGA-CAP	17.4
LARGE-CAP	14.1
MID-CAP	1.1

Stocks belong to which Index?

About 30.7% of the stocks held by Signal Advisors Wealth, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	69.4
S&P 500	29.6
RUSSELL 2000	1.1

Top 5 Winners (%)		%
AMLX	amplify etf tr	81.8 %
CIFR	cipher mining inc	78.3 %
WBD	warner bros discovery inc	70.4 %
UTHR	united therapeutics corp del	45.9 %
FTAI	ftai aviation ltd	44.5 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	3.5 M
AAPL	apple inc	3.4 M
SPY	spdr s&p 500 etf tr	3.2 M
GOOG	alphabet inc	2.3 M
TSLA	tesla inc	2.2 M

Top 5 Losers (%)		%
HCAT	health catalyst inc	-24.4 %
MSTR	strategy inc	-18.6 %
CRM	salesforce inc	-13.1 %
CI	the cigna group	-12.8 %
PM	philip morris intl inc	-10.9 %

Top 5 Losers ($)		$
NOW	servicenow inc	-0.7 M
ROP	roper technologies inc	-0.7 M
CPRT	copart inc	-0.5 M
MSTR	strategy inc	-0.5 M
PGR	progressive corp	-0.4 M

Signal Advisors Wealth, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Signal Advisors Wealth, LLC

Signal Advisors Wealth, LLC has 454 stocks in it's portfolio. About 28.2% of the portfolio is in top 10 stocks. NOW proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Signal Advisors Wealth, LLC last quarter.

Last Reported on: 10 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.70	73,713	18,769,500	added	7.11

AAXJ	ishares tr	0.43	49,718	4,730,620	added	10.16

AAXJ	ishares tr	0.23	37,311	2,530,790	reduced	-10.00

AAXJ	ishares tr	0.11	12,283	1,169,240	added	53.21

AAXJ	ishares tr	0.10	10,045	1,143,970	reduced	-31.3

AAXJ	ishares tr	0.08	7,870	869,570	added	40.26

AAXJ	ishares tr	0.06	8,473	701,006	added	89.59

AAXJ	ishares tr	0.05	5,609	577,678	added	10.3

AAXJ	ishares tr	0.04	7,411	387,013	reduced	-16.79

AAXJ	ishares tr	0.03	2,550	271,542	reduced	-52.85

AAXJ	ishares tr	0.02	1,940	244,372	new

AAXJ	ishares tr	0.02	1,101	230,391	new

AAXJ	ishares tr	0.02	1,223	216,323	new

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.06	3,006	695,981	reduced	-37.31

ABT	abbott labs	0.02	1,494	200,150	reduced	-40.07

ACIO	etf ser solutions	4.18	1,061,000	46,079,400	added	40.17

ACIO	etf ser solutions	2.23	854,290	24,629,200	added	23.38

ACIO	etf ser solutions	1.27	274,505	14,017,300	added	38.38