Latest Signal Advisors Wealth, LLC Stock Portfolio
$1.46Billion | No. of Holdings #568
Signal Advisors Wealth, LLC Performance
2026 Q1-2.36%
YTD-2.36%
2025+9.93%
About Signal Advisors Wealth, LLC and 13F Hedge Fund Stock Holdings
On 2026-04-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Signal Advisors Wealth, LLC reported an equity portfolio of $1.5 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of Signal Advisors Wealth, LLC are BIL, VEA, ACIO. The fund has invested 5.3% of it's portfolio in SPDR SERIES TRUST and 3.8% of portfolio in VANGUARD TAX-MANAGED FDS. <br><br> The fund managers got completely rid off FIRST TR EXCHANGE TRADED FD (AIRR), CYBERARK SOFTWARE LTD (CYBR) and FIRST TR EXCHNG TRADED FD VI (BUFD) stocks. They significantly reduced their stock positions in LOWES COS INC (LOW), ELEVANCE HEALTH INC FORMERLY (ANTX) and DEVON ENERGY CORP NEW (DVN). Signal Advisors Wealth, LLC opened new stock positions in INNOVATOR ETFS TRUST, ALPS ETF TR (ACES) and SCHWAB CHARLES CORP (SCHW). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), NORTHERN TR CORP (NTRS) and VANGUARD STAR FDS (VXUS).
Signal Advisors Wealth, LLC Equity Portfolio Value
Last Reported on: 17 Apr, 2026
$1.46Billion
as of Apr 17, 2026Signal Advisors Wealth, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Signal Advisors Wealth, LLC made a return of -2.36% in the last quarter. In trailing 12 months, it's portfolio return was 9.1%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| innovator etfs trust | 3,751,900 |
| alps etf tr | 3,051,890 |
| schwab charles corp | 2,532,280 |
| j p morgan exchange traded f | 1,893,950 |
| ishares tr | 1,756,500 |
| exchange listed fds tr | 1,752,050 |
| invesco actively managed exc | 1,537,370 |
| alps etf tr | 1,459,720 |
New stocks bought by Signal Advisors Wealth, LLC
Additions
| Ticker | % Inc. |
|---|---|
| select sector spdr tr | 933 |
| northern tr corp | 646 |
| vanguard star fds | 597 |
| ralph lauren corp | 589 |
| spdr series trust | 511 |
| synchrony financial | 491 |
| intercontinental exchange in | 413 |
| rtx corporation | 398 |
Additions to existing portfolio by Signal Advisors Wealth, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| devon energy corp new | -83.31 |
| invesco exch traded fd tr ii | -81.12 |
| sherwin williams co | -80.22 |
| first tr exchng traded fd vi | -66.75 |
| ishares tr | -64.16 |
| first tr exchng traded fd vi | -61.8 |
| janus detroit str tr | -57.03 |
| first tr exchng traded fd vi | -52.22 |
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% of it's holdings in Others sector.
- Others
- Technology
- Financial Services
- Healthcare
- Consumer Cyclical
- Industrials
- Communication Services
- Energy
- Consumer Defensive
| Sector | % |
|---|---|
| Others | 67 |
| Technology | 12 |
| Financial Services | 3.8 |
| Healthcare | 3 |
| Consumer Cyclical | 2.9 |
| Industrials | 2.8 |
| Communication Services | 2.5 |
| Energy | 2.2 |
| Consumer Defensive | 1.7 |
Market Cap. Distribution
Signal Advisors Wealth, LLC has about 31.9% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 67 |
| MEGA-CAP | 19.2 |
| LARGE-CAP | 12.7 |
Stocks belong to which Index?
About 30.3% of the stocks held by Signal Advisors Wealth, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 69 |
| S&P 500 | 30.3 |
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 568 stocks in it's portfolio. About 26.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. PWR was the most profitable stock for Signal Advisors Wealth, LLC last quarter.
$1.44BTotal Value
500Positions
17 Apr, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 2.61% | 150,029 | $38.08M 2.61% | 21.01%increased 21.01 percentadded | ||
 AAXJ Ishares TrIshares TrAAXJ | 0.41% | 63,390 | $6.02M 0.41% | 15.6%increased 15.6 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.14% | 26,993 | $2.01M 0.14% | 15.55%decreased 15.55 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.14% | 17,759 | $1.96M 0.14% | 106.79%increased 106.79 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.08% | 10,895 | $1.21M 0.08% | 39.09%increased 39.09 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.05% | 9,518 | $749.8K 0.05% | 2.15%increased 2.15 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.04% | 3,819 | $627.1K 0.04% | 0.82%increased 0.82 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.04% | 8,072 | $552.7K 0.04% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.04% | 5,395 | $543.4K 0.04% | 8.64%increased 8.64 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.04% | 17,809 | $540.0K 0.04% | 12.56%increased 12.56 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.04% | 5,377 | $505.0K 0.04% | 41.17%increased 41.17 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.02% | 6,726 | $344.6K 0.02% | 2.5%increased 2.5 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.02% | 1,487 | $325.3K 0.02% | 35.18%increased 35.18 percentadded | |
 Abbvie Inc Abbvie IncABBV Signal Advisors Wealth, LLC's holding in Abbvie Inc over time | 0.17% | 11,748 | $2.55M 0.17% | 101.51%increased 101.51 percentadded | |
 Abbott Laboratories Signal Advisors Wealth, LLC's holding in Abbott Laboratories over time | 0.03% | 4,228 | $434.0K 0.03% | 14.95%increased 14.95 percentadded | |
 ACES Alps Etf TrAlps Etf TrACES | 0.21% | 82,758 | $3.05M 0.21% | Newnew position | |
ACES Alps Etf TrAlps Etf TrACES | 0.1% | 56,677 | $1.46M 0.1% | Newnew position | |
 ACIO Etf Ser SolutionsEtf Ser SolutionsACIO | 3.46% | 1,201,570 | $50.42M 3.46% | 6.88%increased 6.88 percentadded | |
ACIO Etf Ser SolutionsEtf Ser SolutionsACIO | 2.02% | 1,077,580 | $29.45M 2.02% | 9.26%increased 9.26 percentadded | |
ACIO Etf Ser SolutionsEtf Ser SolutionsACIO | 1.05% | 308,735 | $15.26M 1.05% | 2.98%increased 2.98 percentadded | |
