Signal Advisors Wealth, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 15, 2024), Signal Advisors Wealth, LLC reported 416 stock positions worth $698.2 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 2.9% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 2.8%) and Pacer Swan Sos Fund of Funds (PSFF, 2.8%). Compared with Q2 2024, it opened 345 new positions, sold out of 4, added to 65 and reduced 2. The biggest buy was a new position in JPMorgan Equity Premium Inco (JEPI) and the biggest sale Waters (WAT, shares −24%).

Most Recent 13F
Q2 2026
Location
DETROIT, MI
CIK
0002010926
Portfolio Value
$698.2M (Q3 2024)
SEC Filing
0001754960-24-000494 ↗ filed Oct 15, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $402.9M Q1 2024 Q2 2024: $45.7M Q2 2024 Q3 2024: $698.2M $698.2M Q3 2024 Q4 2024: $883.8M Q4 2024 Q1 2025: $1.0B Q1 2025 Q2 2025: $1.3B Q2 2025 Q3 2025: $1.1B Q3 2025 Q4 2025: $1.3B Q4 2025 Q1 2026: $1.5B Q1 2026 Q2 2026: $1.9B Q2 2026

Holdings 416 stocks · $698.2M
SPYM Ste STR SPDR PT S&P 500 ETF 2.94% 304,581 $20.6M Add +2072.5%
SPY SS SPDR S&P 500 ETF Trust-US 2.82% 34,318 $19.7M Add +1399.9%
PSFF Pacer Swan Sos Fund of Funds 2.76% 670,466 $19.3M Add +347.4%
QQQM Invesco Nasdaq 100 ETF 2.23% 77,399 $15.5M Add +3026.0%
DIVB iShares Core Dividend ETF 2.17% 312,910 $15.2M Add +6127.1%
MOAT Vaneck Morningstar Wide Moat 2.15% 154,948 $15.0M Add +5334.9%
VEA Vanguard Ftse Developed ETF 1.77% 233,396 $12.3M Add +3890.4%
JEPI JPMorgan Equity Premium Inco 1.72% 201,382 $12.0M New
DIVO Amplify CWP Enhan Divid ETF 1.48% 250,279 $10.3M New
SPYG SS SPDR P S&P 500 Growth ETF 1.39% 116,645 $9.7M Add +502.8%
AGG iShares Core U.S. Aggregate 1.32% 91,323 $9.2M New
AAPL Apple Inc. 1.27% 38,197 $8.9M Add +184.0%
IVV iShares Core S&P 500 ETF 1.22% 14,739 $8.5M Add +1623.9%
MSFT Microsoft Corp. 1.22% 19,753 $8.5M Add +911.9%
DAUG FT Vest U.S. Equity Deep Buf 1.10% 196,176 $7.7M Add +2420.6%
UFIV F/M US Treasury 5 Year Note 1.01% 141,278 $7.0M Add +471.6%
SCHD Schwab US DVD Equity ETF 1.01% 83,062 $7.0M New
TSLA Tesla Inc. 0.97% 25,955 $6.8M Add +48.7%
SMH Vaneck Semiconductor ETF 0.97% 27,473 $6.7M New
SPSM SS SPDR P S&P 600 Small Cap 0.93% 142,558 $6.5M New
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.92% 136,972 $6.5M Add +2816.2%
FNDX Schwab Fndmntl US LRG Co. ETF 0.89% 87,048 $6.2M New
FAPR FT Vest U.S. Equity Buffer E 0.88% 151,297 $6.1M Add +1130.0%
QQQ Invesco QQQ Trust Series 1 0.87% 12,462 $6.1M Add +272.4%
ACIO Aptus Collared Invest Opp 0.84% 147,637 $5.9M Add +1990.9%
QUAL iShares MSCI USA Quality Fac 0.80% 31,346 $5.6M Add +2458.9%
DMAR FT Vest US Equity Deep Buffe 0.79% 147,769 $5.5M Add +803.3%
WMT Walmart Inc. 0.78% 67,759 $5.5M Add +1626.8%
FJAN FT Vest U.S. Equity Buffer E 0.78% 121,672 $5.4M Add +1601.0%
UTEN F/M US Treasury 10 Year Note 0.78% 119,668 $5.4M Add +868.8%
NVDA Nvidia Corp. 0.71% 40,945 $5.0M Add +973.0%
IBLC iShares Blockchain & Tech 0.70% 164,919 $4.9M New
UNH Unitedhealth Group Inc. 0.68% 8,064 $4.7M New
AMZN Amazon.com Inc. 0.67% 25,219 $4.7M Add +1052.6%
JPM JPMorgan Chase & Co. 0.67% 22,106 $4.7M Add +992.7%
RSP Invesco S&P 500 Equal Weight 0.66% 25,879 $4.6M Add +1017.4%
IAU iShares Gold Trust 0.65% 91,122 $4.5M Add +713.6%
IVW iShares S&P 500 Growth ETF 0.65% 47,184 $4.5M New
VUG Vanguard Mrngstar GR ETF-Sui 0.64% 11,555 $4.4M Add +177.4%
VWO Vanguard Ftse Emerging Marke 0.63% 92,203 $4.4M New
VOO Vanguard S&P 500 ETF 0.61% 8,082 $4.3M New
VTI VG Morningstar TS MKT ETF-US 0.61% 15,041 $4.3M Add +1240.5%
IUS Invesco Rafi Strategic US Et 0.60% 83,802 $4.2M New
V Visa Inc. Class A 0.57% 14,363 $3.9M New
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.55% 34,126 $3.9M New
JUCY Aptus Enhanced Yield ETF 0.55% 164,304 $3.8M Add +324.1%
TLT iShares 20+ Year Treasury BD 0.54% 38,492 $3.8M New
MBB iShares MBS ETF 0.53% 38,908 $3.7M New
BKAG BNY Mellon Core Bond ETF 0.53% 85,231 $3.7M New
EFV iShares MSCI Eafe Value ETF 0.52% 63,130 $3.6M New
VB Vanguard Most SM-Cap ETF-Usd 0.51% 15,145 $3.6M New
DRSK Aptus Defined Risk ETF 0.51% 125,184 $3.5M Add +638.9%
PWR Quanta Services Inc. 0.50% 11,778 $3.5M New
PG The Procter & Gamble Co. 0.50% 20,263 $3.5M Add +1004.9%
BND Vanguard Total Bond Market 0.50% 46,662 $3.5M Add +1494.2%
QYLD Global X Nasd 100 Cov Call 0.50% 193,225 $3.5M New
EFG iShares MSCI Eafe Growth ETF 0.49% 31,468 $3.4M New
DYNF Ishrs US E F R A ETF-Usd Inc. 0.46% 65,020 $3.2M New
BR Broadridge Financial Solutio 0.45% 14,497 $3.1M New
BOTZ Global X Robotics & Artifici 0.45% 96,756 $3.1M New
DJUN FT Vest US Equity Deep Buffe 0.44% 72,549 $3.1M New
GRID First TRST Nasd Class Edg Sgiif 0.44% 24,253 $3.1M New
VGSH Vanguard Short-Term Treasury 0.42% 49,120 $2.9M New
VCIT Vanguard Int-Term Corporate 0.41% 34,537 $2.9M New
DJUL FT Vest US Equity Deep Buffe 0.40% 67,413 $2.8M New
AVGO Broadcom Inc. 0.39% 15,935 $2.7M New
XLC SS Comm Select Sector SPDR 0.39% 29,955 $2.7M New
MCD McDonald's Corp. 0.37% 8,540 $2.6M Add +68.4%
IVE iShares S&P 500 Value ETF 0.36% 12,913 $2.5M New
FMAY FT Vest US Equity Buffer ETF 0.35% 52,567 $2.4M Add +349.4%
META Meta Platforms Inc. Class A 0.35% 4,264 $2.4M Add +720.0%
AMT American Tower Corp. 0.35% 10,476 $2.4M New
BRK.B Berkshire Hathaway Inc. Class B 0.34% 5,105 $2.3M Add +734.1%
DSEP FT Vest U.S. Equity Deep Buf 0.33% 58,357 $2.3M Add +221.4%
LOW Lowe's Cos Inc. 0.33% 8,626 $2.3M New
XLU St Sr Utl SL SE SPDR ETF-Usd 0.33% 28,459 $2.3M New
XLK SS Technology Select Sector 0.33% 10,164 $2.3M New
GOOGL Alphabet Inc. Class A 0.33% 13,745 $2.3M New
ROP Roper Technologies Inc. 0.33% 4,097 $2.3M New
PHYL Pgim Active High Yield Bond 0.32% 62,402 $2.2M New
WAT Waters Corp. 0.32% 6,156 $2.2M Reduce -23.6%
HD Home Depot Inc. 0.31% 5,403 $2.2M New
PGR Progressive Corp. 0.30% 8,355 $2.1M New
VTV Vanguard Mrngstr Val ETF-Aui 0.30% 12,139 $2.1M New
VMBS Vanguard Mortgage-Backed Sec 0.30% 44,729 $2.1M New
KNG FT Vest S&P 500 DVD Arst TRG 0.30% 38,599 $2.1M New
MMM 3M Co. 0.30% 15,299 $2.1M New
SPYV SS SPDR P S&P 500 Value ETF 0.29% 37,890 $2.0M New
CPRT Copart Inc. 0.29% 38,062 $2.0M New
TDSC Exchange Listed Funds Trust 0.28% 76,834 $2.0M Add +102.3%
BNDX Vanguard Total Intl Bond ETF 0.28% 38,793 $2.0M New
ADBE Adobe Inc. 0.28% 3,727 $1.9M New
CHE Chemed Corp. 0.27% 3,109 $1.9M New
ADME Aptus Drwdwn MGD Eqty ETF 0.26% 39,174 $1.8M New
IEMG iShares Core MSCI Emerging 0.26% 31,034 $1.8M New
HCA HCA Healthcare Inc. 0.25% 4,342 $1.8M New
CAT Caterpillar Inc. 0.25% 4,511 $1.8M New
XLP SS Consumer Staples Sel Sect 0.25% 21,223 $1.8M New
XLY SS Consumer Disc Select Sect 0.25% 8,695 $1.7M New
SCHZ Schwab US Aggregate Bond ETF 0.25% 36,339 $1.7M New

Show all 416 holdings

Portfolio Sells Q2 2024 → Q3 2024
WAT Waters Corp. Reduce -23.6% 0.32% −4.79
KR Kroger Co. Reduce -46.4% 0.08% −1.98
FBND Fidelity Total Bond ETF Sold out 0.00% −0.95
GTO Invesco Total Return Bond Et Sold out 0.00% −0.77
DUK Duke Energy Corp. Sold out 0.00% −0.60
GEVO Gevo Inc. Sold out 0.00% −0.02

Portfolio Buys Q2 2024 → Q3 2024
JEPI JPMorgan Equity Premium Inco New 1.72% +1.72
DIVB iShares Core Dividend ETF Add +6127.1% 2.17% +1.69
MOAT Vaneck Morningstar Wide Moat Add +5334.9% 2.15% +1.61
DIVO Amplify CWP Enhan Divid ETF New 1.48% +1.48
AGG iShares Core U.S. Aggregate New 1.32% +1.32
QQQM Invesco Nasdaq 100 ETF Add +3026.0% 2.23% +1.16
VEA Vanguard Ftse Developed ETF Add +3890.4% 1.77% +1.13
SCHD Schwab US DVD Equity ETF New 1.01% +1.01
SPYM Ste STR SPDR PT S&P 500 ETF Add +2072.5% 2.94% +0.98
SMH Vaneck Semiconductor ETF New 0.97% +0.97
SPSM SS SPDR P S&P 600 Small Cap New 0.93% +0.93
FNDX Schwab Fndmntl US LRG Co. ETF New 0.89% +0.89
IBLC iShares Blockchain & Tech New 0.70% +0.70
UNH Unitedhealth Group Inc. New 0.68% +0.68
IVW iShares S&P 500 Growth ETF New 0.65% +0.65
VWO Vanguard Ftse Emerging Marke New 0.63% +0.63
VOO Vanguard S&P 500 ETF New 0.61% +0.61
IUS Invesco Rafi Strategic US Et New 0.60% +0.60
V Visa Inc. Class A New 0.57% +0.57
LQD Ishr Ibx Usd Invgd CB ETF-Ui New 0.55% +0.55
TLT iShares 20+ Year Treasury BD New 0.54% +0.54
MBB iShares MBS ETF New 0.53% +0.53
BKAG BNY Mellon Core Bond ETF New 0.53% +0.53
EFV iShares MSCI Eafe Value ETF New 0.52% +0.52
VB Vanguard Most SM-Cap ETF-Usd New 0.51% +0.51
PWR Quanta Services Inc. New 0.50% +0.50
QYLD Global X Nasd 100 Cov Call New 0.50% +0.50
EFG iShares MSCI Eafe Growth ETF New 0.49% +0.49
DYNF Ishrs US E F R A ETF-Usd Inc. New 0.46% +0.46
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +2816.2% 0.92% +0.46
DAUG FT Vest U.S. Equity Deep Buf Add +2420.6% 1.10% +0.46
BR Broadridge Financial Solutio New 0.45% +0.45
BOTZ Global X Robotics & Artifici New 0.45% +0.45
DJUN FT Vest US Equity Deep Buffe New 0.44% +0.44
GRID First TRST Nasd Class Edg Sgiif New 0.44% +0.44
VGSH Vanguard Short-Term Treasury New 0.42% +0.42
VCIT Vanguard Int-Term Corporate New 0.41% +0.41
DJUL FT Vest US Equity Deep Buffe New 0.40% +0.40
AVGO Broadcom Inc. New 0.39% +0.39
XLC SS Comm Select Sector SPDR New 0.39% +0.39
IVE iShares S&P 500 Value ETF New 0.36% +0.36
AMT American Tower Corp. New 0.35% +0.35
QUAL iShares MSCI USA Quality Fac Add +2458.9% 0.80% +0.35
LOW Lowe's Cos Inc. New 0.33% +0.33
XLU St Sr Utl SL SE SPDR ETF-Usd New 0.33% +0.33
XLK SS Technology Select Sector New 0.33% +0.33
GOOGL Alphabet Inc. Class A New 0.33% +0.33
ROP Roper Technologies Inc. New 0.33% +0.33
PHYL Pgim Active High Yield Bond New 0.32% +0.32
HD Home Depot Inc. New 0.31% +0.31

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 626$1.9BSPYM, VEA, ACIO, AAPL, BKAG
Q1 2026 570$1.5BSPYM, VEA, ACIO, AAPL, BKAG
Q4 2025 501$1.3BSPYM, ACIO, VEA, AAPL, BKAG
Q3 2025 455$1.1BSPYM, ACIO, VEA, BKAG, NVDA
Q2 2025 464$1.3BSPYM, SPY, ACIO, QYLD, VEA
Q1 2025 430$1.0BSPY, SPYM, DIVB, MOAT, SPYV
Q4 2024 424$883.8MSPY, SPYM, DIVB, MOAT, QQQM
Q3 2024 416$698.2MSPYM, SPY, PSFF, QQQM, DIVB
Q2 2024 75$45.7MPSFF, TSLA, AAPL, WAT, QQQ
Q1 2024 293$402.9MPSFF, QQQ, SPY, SPYM, IVV