Stocks
Funds
Screener
Sectors
Watchlists

Latest Signal Advisors Wealth, LLC Stock Portfolio

Signal Advisors Wealth, LLC Performance:
2025 Q4: -3.79%YTD: 3.53%2024: 5.8%

Performance for 2025 Q4 is -3.79%, and YTD is 3.53%, and 2024 is 5.8%.

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 $1.3 Billions as of 31 Dec, 2025.

The top stock holdings of Signal Advisors Wealth, LLC are BIL, ACIO, VEA. The fund has invested 5.1% of it's portfolio in SPDR SERIES TRUST and 3.9% of portfolio in ETF SER SOLUTIONS.

The fund managers got completely rid off TIDAL TRUST II, ISHARES TR (AMPS) and FIRST TR EXCHANGE-TRADED FD (ECLN) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), SUPER MICRO COMPUTER INC (SMCI) and EXCHANGE LISTED FDS TR (AGOV). Signal Advisors Wealth, LLC opened new stock positions in AMPHENOL CORP NEW (APH), INNOVATOR ETFS TRUST (BAPR) and JANUS DETROIT STR TR (JAAA). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SELECT SECTOR SPDR TR (XLB) and SERVICENOW INC (NOW).

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

Our best estimate is that Signal Advisors Wealth, LLC made a return of -3.79% in the last quarter. In trailing 12 months, it's portfolio return was 3.53%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
amphenol corp new5,659,280
innovator etfs trust4,115,430
innovator etfs trust4,110,920
innovator etfs trust4,108,590
innovator etfs trust4,083,240
janus detroit str tr1,634,460
innovator etfs trust1,571,370
innovator etfs trust1,571,120

New stocks bought by Signal Advisors Wealth, LLC

Additions

Ticker% Inc.
netflix inc1,200
select sector spdr tr492
servicenow inc443
ishares tr348
spdr series trust280
select sector spdr tr252
first tr exchng traded fd vi222
first tr exchng traded fd vi220

Additions to existing portfolio by Signal Advisors Wealth, LLC

Reductions

Ticker% Reduced
select sector spdr tr-84.52
super micro computer inc-70.37
exchange listed fds tr-70.24
ishares tr-68.99
roper technologies inc-61.81
spdr series trust-55.76
aim etf products trust-52.97
first tr exchng traded fd vi-52.89

Signal Advisors Wealth, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Signal Advisors Wealth, LLC

Sector Distribution

Signal Advisors Wealth, LLC has about 67.7% of it's holdings in Others sector.

Sector%
Others67.7
Technology11.8
Financial Services4
Healthcare3.1
Consumer Cyclical3.1
Industrials2.6
Communication Services2.4
Energy1.7
Consumer Defensive1.6

Market Cap. Distribution

Signal Advisors Wealth, LLC has about 31% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED67.7
MEGA-CAP17.8
LARGE-CAP13.2

Stocks belong to which Index?

About 29.7% of the stocks held by Signal Advisors Wealth, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others69.7
S&P 50029.7
Top 5 Winners (%)%
MU
micron technology inc
51.0 %
WBD
warner bros discovery inc
38.8 %
LLY
eli lilly & co
37.1 %
SLV
ishares silver tr
34.8 %
AMD
advanced micro devices inc
29.0 %
Top 5 Winners ($)$
GOOG
alphabet inc
3.2 M
LLY
eli lilly & co
1.8 M
VEA
vanguard tax-managed fds
1.7 M
AAPL
apple inc
1.7 M
BIL
spdr series trust
1.5 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.4 %
NOW
servicenow inc
-74.8 %
MSTR
strategy inc
-52.4 %
XLB
select sector spdr tr
-43.6 %
XLB
select sector spdr tr
-38.9 %
Top 5 Losers ($)$
NOW
servicenow inc
-25.7 M
NFLX
netflix inc
-23.2 M
XLB
select sector spdr tr
-10.1 M
ishares bitcoin trust etf
-2.2 M
MSFT
microsoft corp
-1.7 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 499 stocks in it's portfolio. About 27.8% of the portfolio is in top 10 stocks. NOW proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Signal Advisors Wealth, LLC last quarter.

Last Reported on: 13 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions