Signal Advisors Wealth, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 10, 2024), Signal Advisors Wealth, LLC reported 293 stock positions worth $402.9 million. Its top holding was Pacer Swan Sos Fund of Funds (PSFF) at 3.8% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 3.6%) and SS SPDR S&P 500 ETF Trust-US (SPY, 3.1%). Compared with Q4 2023, it opened 76 new positions, sold out of 8, added to 159 and reduced 54. The biggest buy was a new position in Ishrs US E F R A ETF-Usd (DYNF) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- DETROIT, MI
- CIK
- 0002010926
- Portfolio Value
- $402.9M (Q1 2024)
- SEC Filing
- 0001754960-24-000108 ↗ filed Apr 10, 2024
Holdings Value
Holdings 293 stocks · $402.9M
| PSFF Pacer Swan Sos Fund of Funds | 3.81% | 567,915 | $15.3M | Add +1.8% |
| QQQ Invesco QQQ Trust Series 1 | 3.56% | 32,309 | $14.3M | Add +33.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.12% | 24,020 | $12.6M | Add +58.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.04% | 198,914 | $12.2M | Add +13.7% |
| IVV iShares Core S&P 500 ETF | 2.56% | 19,627 | $10.3M | Reduce -7.8% |
| UFIV F/M US Treasury 5 Year Note | 2.01% | 166,828 | $8.1M | Add +92.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.88% | 21,981 | $7.6M | Add +6.7% |
| QUAL iShares MSCI USA Quality Fac | 1.59% | 38,981 | $6.4M | Add +9.3% |
| UTEN F/M US Treasury 10 Year Note | 1.52% | 139,475 | $6.1M | Add +111.3% |
| JEPI JPMorgan Equity Premium Inco | 1.50% | 104,556 | $6.0M | Add +28.9% |
| DIVO Amplify CWP Enhan Divid ETF | 1.45% | 149,818 | $5.8M | Add +29.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.44% | 126,824 | $5.8M | Add +37.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.42% | 77,941 | $5.7M | Reduce -4.8% |
| AAPL Apple Inc. | 1.34% | 31,446 | $5.4M | Add +66.6% |
| MSFT Microsoft Corp. | 1.33% | 12,732 | $5.4M | Add +50.0% |
| MOAT Vaneck Morningstar Wide Moat | 1.28% | 57,583 | $5.2M | Add +18.0% |
| IAU iShares Gold Trust | 1.28% | 122,436 | $5.1M | Add +63.4% |
| FAPR FT Vest U.S. Equity Buffer E | 1.14% | 126,407 | $4.6M | Add +29.2% |
| DMAR FT Vest US Equity Deep Buffe | 1.08% | 125,052 | $4.4M | Add +10.9% |
| VGSH Vanguard Short-Term Treasury | 1.07% | 74,566 | $4.3M | Add +11.6% |
| FJAN FT Vest U.S. Equity Buffer E | 1.07% | 103,123 | $4.3M | Add +12.2% |
| VEA Vanguard Ftse Developed ETF | 1.07% | 86,045 | $4.3M | Add +29.3% |
| DAUG FT Vest U.S. Equity Deep Buf | 1.04% | 113,558 | $4.2M | Add +10.3% |
| IUS Invesco Rafi Strategic US Et | 1.02% | 86,985 | $4.1M | Reduce -6.6% |
| SCHD Schwab US DVD Equity ETF | 1.00% | 50,093 | $4.0M | Add +25.0% |
| AGG iShares Core U.S. Aggregate | 1.00% | 41,204 | $4.0M | Add +0.5% |
| TSLA Tesla Inc. | 0.96% | 22,106 | $3.9M | Add +7.1% |
| XLK SS Technology Select Sector | 0.95% | 18,439 | $3.8M | Add +35.2% |
| XLC SS Comm Select Sector SPDR | 0.95% | 46,742 | $3.8M | Add +56.0% |
| AMZN Amazon.com Inc. | 0.92% | 20,443 | $3.7M | Add +9.4% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.91% | 54,431 | $3.7M | Add +14.2% |
| TLT iShares 20+ Year Treasury BD | 0.91% | 38,750 | $3.7M | Add +0.9% |
| NVDA Nvidia Corp. | 0.88% | 3,910 | $3.5M | Add +23.3% |
| EFV iShares MSCI Eafe Value ETF | 0.85% | 63,009 | $3.4M | Reduce -0.7% |
| EFG iShares MSCI Eafe Growth ETF | 0.82% | 31,784 | $3.3M | Add +33.6% |
| IUSG iShares Core S&P U.S. Growth | 0.79% | 27,283 | $3.2M | Reduce -3.5% |
| VOO Vanguard S&P 500 ETF | 0.77% | 6,416 | $3.1M | Add +43.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.76% | 7,277 | $3.1M | Add +3.8% |
| IWY iShares Russell Top 200 Grow | 0.73% | 15,054 | $2.9M | Add +286.1% |
| IVW iShares S&P 500 Growth ETF | 0.72% | 34,483 | $2.9M | Add +63.5% |
| WAT Waters Corp. | 0.69% | 8,056 | $2.8M | No change |
| IVE iShares S&P 500 Value ETF | 0.67% | 14,476 | $2.7M | Add +118.1% |
| DLN Wisdomtree US Largecap Divid | 0.66% | 37,065 | $2.7M | Reduce -9.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.66% | 59,807 | $2.7M | New |
| MBB iShares MBS ETF | 0.64% | 27,864 | $2.6M | Add +4.4% |
| GOOG Alphabet Inc. Class C | 0.62% | 16,343 | $2.5M | Add +3.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.57% | 14,217 | $2.3M | Reduce -3.7% |
| CLSM Exchange Listed Funds Trust | 0.57% | 111,430 | $2.3M | New |
| IEMG iShares Core MSCI Emerging | 0.56% | 43,871 | $2.3M | Add +3.7% |
| JUCY Aptus Enhanced Yield ETF | 0.55% | 94,720 | $2.2M | Add +23.1% |
| IAUM iShares Gold Trust Micro | 0.54% | 97,817 | $2.2M | Add +6.1% |
| TDSC Exchange Listed Funds Trust | 0.53% | 88,408 | $2.1M | New |
| VMBS Vanguard Mortgage-Backed Sec | 0.52% | 45,556 | $2.1M | Add +98.9% |
| META Meta Platforms Inc. Class A | 0.51% | 4,234 | $2.1M | Add +23.6% |
| MCD McDonald's Corp. | 0.50% | 7,139 | $2.0M | Add +14.1% |
| QYLD Global X Nasd 100 Cov Call | 0.48% | 107,483 | $1.9M | Add +27.6% |
| BND Vanguard Total Bond Market | 0.47% | 26,154 | $1.9M | New |
| IWX iShares Russell Top 200 Valu | 0.47% | 24,871 | $1.9M | Add +250.4% |
| DGRO iShares Core Dividend Growth | 0.46% | 31,898 | $1.9M | Reduce -28.8% |
| JPM JPMorgan Chase & Co. | 0.46% | 9,214 | $1.8M | Add +333.8% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.46% | 28,695 | $1.8M | Reduce -30.3% |
| DIVB iShares Core Dividend ETF | 0.44% | 39,758 | $1.8M | Reduce -22.6% |
| GAP The Gap Inc. | 0.43% | 63,456 | $1.7M | Reduce -9.8% |
| SCHZ Schwab US Aggregate Bond ETF | 0.43% | 37,812 | $1.7M | Reduce -2.7% |
| IYW iShares Ustechnology ETF | 0.43% | 12,828 | $1.7M | Add +13.2% |
| FIXD First Trust Smith Opportunis | 0.43% | 39,467 | $1.7M | Add +43.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.40% | 19,367 | $1.6M | Add +7.7% |
| WMT Walmart Inc. | 0.39% | 26,079 | $1.6M | Add +92.7% |
| CRM Salesforce Inc. | 0.38% | 5,031 | $1.5M | Add +18.4% |
| GOOGL Alphabet Inc. Class A | 0.37% | 9,859 | $1.5M | Add +236.6% |
| BNDX Vanguard Total Intl Bond ETF | 0.36% | 29,351 | $1.4M | Reduce -1.6% |
| XLP SS Consumer Staples Sel Sect | 0.35% | 18,670 | $1.4M | Add +32.5% |
| XOM Exxon Mobil Corp. | 0.35% | 12,222 | $1.4M | Add +178.3% |
| BSV Vanguard Short-Term Bond ETF | 0.35% | 18,281 | $1.4M | Add +0.8% |
| AVGO Broadcom Inc. | 0.34% | 1,043 | $1.4M | Add +198.0% |
| VWO Vanguard Ftse Emerging Marke | 0.34% | 32,434 | $1.4M | Add +37.9% |
| GLD SPDR Gold Shares | 0.34% | 6,575 | $1.4M | Add +12.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.32% | 5,639 | $1.3M | Add +41.4% |
| XLF SS Financial Select Sector | 0.30% | 29,062 | $1.2M | Add +29.1% |
| XLY SS Consumer Disc Select Sect | 0.30% | 6,614 | $1.2M | Add +35.1% |
| DSEP FT Vest U.S. Equity Deep Buf | 0.29% | 31,064 | $1.2M | New |
| COST Costco Wholesale Corp. | 0.29% | 1,615 | $1.2M | Add +129.4% |
| V Visa Inc. Class A | 0.28% | 4,113 | $1.1M | Add +281.2% |
| RSP Invesco S&P 500 Equal Weight | 0.28% | 6,729 | $1.1M | Add +78.8% |
| ESGU iShares ESG Aware MSCI USA | 0.28% | 9,663 | $1.1M | Reduce -48.0% |
| ACN Accenture PLC Class A | 0.26% | 3,031 | $1.1M | Add +9.7% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.26% | 18,128 | $1.0M | Add +149.4% |
| CMCSA Comcast Corp. Class A | 0.25% | 23,609 | $1.0M | Add +11.1% |
| CRSP Crispr Therapeutics AG | 0.25% | 14,791 | $1.0M | Reduce -8.4% |
| DNP DNP Select Income Fund Inc. | 0.25% | 110,790 | $1.0M | Add +3.2% |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.24% | 74,016 | $983K | Add +11.8% |
| USB US Bancorp | 0.24% | 21,906 | $979K | Reduce -2.0% |
| IWS iShares Russell Mid-Cap Valu | 0.24% | 7,583 | $950K | Add +259.0% |
| ITOT iShares Core S&P Total U.S. | 0.23% | 8,120 | $936K | Add +85.8% |
| WLDR Simpl Affi Wor Le Equ ETF-Ui | 0.23% | 29,551 | $923K | Add +15.5% |
| BR Broadridge Financial Solutio | 0.23% | 4,500 | $922K | Add +102.1% |
| IXUS iShares Core Intl Stock ETF | 0.23% | 13,410 | $910K | Add +11.5% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.22% | 17,485 | $905K | Reduce -6.0% |
| GOVT iShares US Treasury Bond ETF | 0.22% | 39,691 | $904K | Add +45.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.22% | 11,662 | $902K | Add +9.1% |
Portfolio Sells Q4 2023 → Q1 2024
| IVV iShares Core S&P 500 ETF | Reduce -7.8% | 2.56% | −0.96 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -4.8% | 1.42% | −0.43 |
| TFLO iShares Treasury Floating Ra | Reduce -69.4% | 0.11% | −0.41 |
| ESGU iShares ESG Aware MSCI USA | Reduce -48.0% | 0.28% | −0.40 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -30.3% | 0.46% | −0.37 |
| DGRO iShares Core Dividend Growth | Reduce -28.8% | 0.46% | −0.37 |
| IUS Invesco Rafi Strategic US Et | Reduce -6.6% | 1.02% | −0.37 |
| EFV iShares MSCI Eafe Value ETF | Reduce -0.7% | 0.85% | −0.30 |
| DIVB iShares Core Dividend ETF | Reduce -22.6% | 0.44% | −0.29 |
| DLN Wisdomtree US Largecap Divid | Reduce -9.6% | 0.66% | −0.28 |
| OEF iShares S&P 100 ETF | Reduce -65.5% | 0.09% | −0.24 |
| IUSG iShares Core S&P U.S. Growth | Reduce -3.5% | 0.79% | −0.22 |
| EXCHANGE LISTED FDS TR | Sold out | 0.00% | −0.21 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -2.7% | 0.43% | −0.20 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.7% | 0.57% | −0.19 |
| SCHI Schwab 5-10 Year Corporate B | Sold out | 0.00% | −0.15 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -1.6% | 0.36% | −0.15 |
| TBIL F/M US Treasury 3 Month Bill | Reduce -17.4% | 0.20% | −0.14 |
| XHB SS SPDR S&P Homebldrs ETF | Reduce -48.2% | 0.10% | −0.13 |
| IGV iShares Expanded Tech-Softwa | Reduce -44.2% | 0.09% | −0.13 |
| SCHX Schwab US Large-Cap ETF | Sold out | 0.00% | −0.12 |
| SBUX Starbucks Corp. | Reduce -3.9% | 0.20% | −0.11 |
| CRSP Crispr Therapeutics AG | Reduce -8.4% | 0.25% | −0.10 |
| USB US Bancorp | Reduce -2.0% | 0.24% | −0.10 |
| BNS Bank of Nova Scotia | Reduce -6.0% | 0.22% | −0.09 |
| BA The Boeing Co. | Sold out | 0.00% | −0.09 |
| XES SS SPDR S&P Og Eqp & Serv | Sold out | 0.00% | −0.09 |
| AGNT Agnt Inc. | Reduce -10.2% | 0.06% | −0.08 |
| GAP The Gap Inc. | Reduce -9.8% | 0.43% | −0.08 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -11.8% | 0.15% | −0.08 |
| TLH iShares 10-20 Year Treasury | Sold out | 0.00% | −0.08 |
| BIV Vanguard Intermediate-Term B | Reduce -1.8% | 0.17% | −0.07 |
| VIG Vanguard Dividend Apprec ETF | Reduce -21.7% | 0.11% | −0.07 |
| O Realty Income Corp. | Sold out | 0.00% | −0.07 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -25.8% | 0.08% | −0.07 |
| TIP iShares Tips Bond ETF | Reduce -23.4% | 0.08% | −0.07 |
| EFA iShares MSCI Eafe ETF | Reduce -10.3% | 0.14% | −0.07 |
| CM Can Imperial BK of Commerce | Reduce -8.0% | 0.14% | −0.07 |
| MTCH Match Group Inc. | Reduce -11.6% | 0.10% | −0.06 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -27.0% | 0.06% | −0.05 |
| SLV iShares Silver Trust | Reduce -19.8% | 0.08% | −0.05 |
| TSN Tyson Foods Inc. Class A | Reduce -6.9% | 0.13% | −0.05 |
| SMG Scotts Miracle-Gro Co. | Reduce -7.5% | 0.16% | −0.05 |
| DTD Wisdomtree US Total Dividend | Reduce -12.3% | 0.09% | −0.04 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -12.1% | 0.08% | −0.04 |
| HAS Hasbro Inc. | Reduce -9.8% | 0.11% | −0.04 |
| KHC The Kraft Heinz Co. | Reduce -7.6% | 0.08% | −0.04 |
| SAM Boston Beer Company Inc. Class A | Reduce -5.6% | 0.06% | −0.04 |
| BABA Alibaba Group Holding-SP ADR | Reduce -6.3% | 0.06% | −0.04 |
| GSK GSK PLC-Spon ADR | Reduce -3.6% | 0.15% | −0.04 |
Portfolio Buys Q4 2023 → Q1 2024
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 0.66% | +0.66 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +58.5% | 3.12% | +0.61 |
| CLSM Exchange Listed Funds Trust | New | 0.57% | +0.57 |
| TDSC Exchange Listed Funds Trust | New | 0.53% | +0.53 |
| UFIV F/M US Treasury 5 Year Note | Add +92.7% | 2.01% | +0.53 |
| UTEN F/M US Treasury 10 Year Note | Add +111.3% | 1.52% | +0.49 |
| IWY iShares Russell Top 200 Grow | Add +286.1% | 0.73% | +0.49 |
| BND Vanguard Total Bond Market | New | 0.47% | +0.47 |
| JPM JPMorgan Chase & Co. | Add +333.8% | 0.46% | +0.33 |
| NVDA Nvidia Corp. | Add +23.3% | 0.88% | +0.33 |
| IWX iShares Russell Top 200 Valu | Add +250.4% | 0.47% | +0.30 |
| DSEP FT Vest U.S. Equity Deep Buf | New | 0.29% | +0.29 |
| IVE iShares S&P 500 Value ETF | Add +118.1% | 0.67% | +0.27 |
| IAU iShares Gold Trust | Add +63.4% | 1.28% | +0.26 |
| GOOGL Alphabet Inc. Class A | Add +236.6% | 0.37% | +0.23 |
| MSFT Microsoft Corp. | Add +50.0% | 1.33% | +0.22 |
| GJAN FT Vest US Equity Moderate B | New | 0.22% | +0.22 |
| AVGO Broadcom Inc. | Add +198.0% | 0.34% | +0.21 |
| IBIT iShares Bitcoin Trust ETF | New | 0.21% | +0.21 |
| HEFA Isha Curr Hedged MSCI Eafe | New | 0.20% | +0.20 |
| XOM Exxon Mobil Corp. | Add +178.3% | 0.35% | +0.20 |
| ACIO Aptus Collared Invest Opp | New | 0.20% | +0.20 |
| XLC SS Comm Select Sector SPDR | Add +56.0% | 0.95% | +0.19 |
| V Visa Inc. Class A | Add +281.2% | 0.28% | +0.19 |
| RDVY First Trust Rising Dividend | New | 0.18% | +0.18 |
| IVW iShares S&P 500 Growth ETF | Add +63.5% | 0.72% | +0.17 |
| ADBE Adobe Inc. | New | 0.17% | +0.17 |
| IWF iShares Russell 1000 Growth | New | 0.16% | +0.16 |
| ROP Roper Technologies Inc. | New | 0.16% | +0.16 |
| DOCT FT Vest U.S. Equity Deep Buf | New | 0.15% | +0.15 |
| QCOM Qualcomm Inc. | New | 0.15% | +0.15 |
| TDSB Etc Cabana Target Beta ETF | New | 0.15% | +0.15 |
| IWS iShares Russell Mid-Cap Valu | Add +259.0% | 0.24% | +0.15 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.15% | +0.15 |
| DJUN FT Vest US Equity Deep Buffe | New | 0.15% | +0.15 |
| VMBS Vanguard Mortgage-Backed Sec | Add +98.9% | 0.52% | +0.15 |
| CPRT Copart Inc. | New | 0.15% | +0.15 |
| WMT Walmart Inc. | Add +92.7% | 0.39% | +0.14 |
| GOCT FT Vest US Equity Moderate B | New | 0.14% | +0.14 |
| FANG Diamondback Energy Inc. | New | 0.14% | +0.14 |
| IWP iShares Russell Mid-Cap Grow | Add +253.8% | 0.22% | +0.14 |
| NFLX Netflix Inc. | New | 0.13% | +0.13 |
| DUBS Aptus LRG Cap Enh YLD ETF | New | 0.13% | +0.13 |
| PGR Progressive Corp. | New | 0.13% | +0.13 |
| UNH Unitedhealth Group Inc. | Add +262.6% | 0.22% | +0.13 |
| COST Costco Wholesale Corp. | Add +129.4% | 0.29% | +0.13 |
| QQQ Invesco QQQ Trust Series 1 | Add +33.6% | 3.56% | +0.13 |
| CHE Chemed Corp. | New | 0.12% | +0.12 |
| VGLT Vanguard Long-Term Treasury | New | 0.12% | +0.12 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +149.4% | 0.26% | +0.12 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 626 | $1.9B | SPYM, VEA, ACIO, AAPL, BKAG |
| Q1 2026 | 570 | $1.5B | SPYM, VEA, ACIO, AAPL, BKAG |
| Q4 2025 | 501 | $1.3B | SPYM, ACIO, VEA, AAPL, BKAG |
| Q3 2025 | 455 | $1.1B | SPYM, ACIO, VEA, BKAG, NVDA |
| Q2 2025 | 464 | $1.3B | SPYM, SPY, ACIO, QYLD, VEA |
| Q1 2025 | 430 | $1.0B | SPY, SPYM, DIVB, MOAT, SPYV |
| Q4 2024 | 424 | $883.8M | SPY, SPYM, DIVB, MOAT, QQQM |
| Q3 2024 | 416 | $698.2M | SPYM, SPY, PSFF, QQQM, DIVB |
| Q2 2024 | 75 | $45.7M | PSFF, TSLA, AAPL, WAT, QQQ |
| Q1 2024 | 293 | $402.9M | PSFF, QQQ, SPY, SPYM, IVV |