Signal Advisors Wealth, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), Signal Advisors Wealth, LLC reported 424 stock positions worth $883.8 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 4.0% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 3.1%) and iShares Core Dividend ETF (DIVB, 2.2%). Compared with Q3 2024, it opened 41 new positions, sold out of 33, added to 223 and reduced 152. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +75%) and the biggest sale Pacer Swan Sos Fund of Funds (PSFF, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- DETROIT, MI
- CIK
- 0002010926
- Portfolio Value
- $883.8M (Q4 2024)
- SEC Filing
- 0001754960-25-000015 ↗ filed Jan 14, 2025
Holdings Value
Holdings 424 stocks · $883.8M
| SPY SS SPDR S&P 500 ETF Trust-US | 4.00% | 60,055 | $35.3M | Add +75.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.11% | 399,262 | $27.5M | Add +31.1% |
| DIVB iShares Core Dividend ETF | 2.24% | 417,889 | $19.8M | Add +33.5% |
| MOAT Vaneck Morningstar Wide Moat | 2.09% | 199,518 | $18.5M | Add +28.8% |
| QQQM Invesco Nasdaq 100 ETF | 2.08% | 87,207 | $18.4M | Add +12.7% |
| PSFF Pacer Swan Sos Fund of Funds | 1.88% | 566,347 | $16.6M | Reduce -15.5% |
| VEA Vanguard Ftse Developed ETF | 1.82% | 337,150 | $16.1M | Add +44.5% |
| AGG iShares Core U.S. Aggregate | 1.78% | 162,237 | $15.7M | Add +77.7% |
| ACIO Aptus Collared Invest Opp | 1.57% | 345,846 | $13.9M | Add +134.3% |
| JEPI JPMorgan Equity Premium Inco | 1.55% | 236,772 | $13.7M | Add +17.6% |
| DIVO Amplify CWP Enhan Divid ETF | 1.32% | 288,071 | $11.7M | Add +15.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.22% | 240,707 | $10.8M | Add +68.8% |
| BKAG BNY Mellon Core Bond ETF | 1.20% | 256,125 | $10.6M | Add +200.5% |
| AAPL Apple Inc. | 1.16% | 40,991 | $10.3M | Add +7.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.13% | 195,913 | $10.0M | Add +417.1% |
| MSFT Microsoft Corp. | 1.13% | 23,651 | $10.0M | Add +19.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.07% | 107,248 | $9.4M | Reduce -8.1% |
| NVDA Nvidia Corp. | 0.98% | 64,812 | $8.7M | Add +58.3% |
| XLSR SS US Sector Rotation | 0.98% | 162,283 | $8.7M | Add +3400.5% |
| DRSK Aptus Defined Risk ETF | 0.93% | 299,718 | $8.2M | Add +139.4% |
| FJAN FT Vest U.S. Equity Buffer E | 0.87% | 167,425 | $7.7M | Add +37.6% |
| XLK SS Technology Select Sector | 0.86% | 32,673 | $7.6M | Add +221.5% |
| SCHD Schwab US DVD Equity ETF | 0.86% | 277,296 | $7.6M | Add +11.3% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.84% | 69,724 | $7.4M | Add +104.3% |
| DAUG FT Vest U.S. Equity Deep Buf | 0.83% | 185,645 | $7.4M | Reduce -5.4% |
| AMZN Amazon.com Inc. | 0.82% | 33,123 | $7.3M | Add +31.3% |
| SPEM State Street SP PTF Em ETF | 0.82% | 188,367 | $7.2M | Add +3380.5% |
| RSP Invesco S&P 500 Equal Weight | 0.79% | 39,892 | $7.0M | Add +54.1% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.78% | 292,791 | $6.9M | Add +12.1% |
| UFIV F/M US Treasury 5 Year Note | 0.78% | 144,259 | $6.9M | Add +2.1% |
| VGSH Vanguard Short-Term Treasury | 0.74% | 112,169 | $6.5M | Add +128.4% |
| JUCY Aptus Enhanced Yield ETF | 0.72% | 278,285 | $6.3M | Add +69.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.70% | 182,384 | $6.2M | New |
| WMT Walmart Inc. | 0.70% | 68,607 | $6.2M | Add +1.3% |
| IVV iShares Core S&P 500 ETF | 0.69% | 10,415 | $6.1M | Reduce -29.3% |
| VWO Vanguard Ftse Emerging Marke | 0.69% | 139,056 | $6.1M | Add +50.8% |
| SMH Vaneck Semiconductor ETF | 0.68% | 24,731 | $6.0M | Reduce -10.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.67% | 65,150 | $6.0M | Add +777.2% |
| FAPR FT Vest U.S. Equity Buffer E | 0.67% | 142,977 | $5.9M | Reduce -5.5% |
| XLF SS Financial Select Sector | 0.67% | 122,149 | $5.9M | Add +222.4% |
| JPM JPMorgan Chase & Co. | 0.67% | 24,621 | $5.9M | Add +11.4% |
| XLY SS Consumer Disc Select Sect | 0.63% | 24,939 | $5.6M | Add +186.8% |
| MBB iShares MBS ETF | 0.63% | 60,778 | $5.6M | Add +56.2% |
| V Visa Inc. Class A | 0.62% | 17,376 | $5.5M | Add +21.0% |
| DOCT FT Vest U.S. Equity Deep Buf | 0.61% | 136,471 | $5.4M | Add +567.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.60% | 22,044 | $5.3M | Add +45.5% |
| DMAR FT Vest US Equity Deep Buffe | 0.60% | 138,643 | $5.3M | Reduce -6.2% |
| UTEN F/M US Treasury 10 Year Note | 0.57% | 119,267 | $5.1M | Reduce -0.3% |
| DJUL FT Vest US Equity Deep Buffe | 0.57% | 119,672 | $5.0M | Add +77.5% |
| TSLA Tesla Inc. | 0.56% | 12,310 | $5.0M | Reduce -52.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.55% | 63,816 | $4.8M | Add +124.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.52% | 9,030 | $4.6M | Reduce -27.5% |
| UNH Unitedhealth Group Inc. | 0.52% | 9,115 | $4.6M | Add +13.0% |
| IUS Invesco Rafi Strategic US Et | 0.52% | 92,806 | $4.6M | Add +10.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.51% | 15,625 | $4.5M | Add +3.9% |
| IAU iShares Gold Trust | 0.50% | 89,684 | $4.4M | Reduce -1.6% |
| ADME Aptus Drwdwn MGD Eqty ETF | 0.50% | 94,549 | $4.4M | Add +141.4% |
| PWR Quanta Services Inc. | 0.50% | 13,897 | $4.4M | Add +18.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.50% | 10,693 | $4.4M | Reduce -7.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.49% | 96,649 | $4.4M | Reduce -29.4% |
| PHYL Pgim Active High Yield Bond | 0.49% | 123,588 | $4.3M | Add +98.0% |
| VOO Vanguard S&P 500 ETF | 0.49% | 7,993 | $4.3M | Reduce -1.1% |
| QYLD Global X Nasd 100 Cov Call | 0.47% | 225,026 | $4.2M | Add +16.5% |
| BR Broadridge Financial Solutio | 0.47% | 18,196 | $4.1M | Add +25.5% |
| QUAL iShares MSCI USA Quality Fac | 0.46% | 22,843 | $4.1M | Reduce -27.1% |
| BND Vanguard Total Bond Market | 0.46% | 56,336 | $4.1M | Add +20.7% |
| XLI SS Industrial Select Sector | 0.46% | 30,717 | $4.0M | Add +354.7% |
| IBLC iShares Blockchain & Tech | 0.46% | 118,244 | $4.0M | Reduce -28.3% |
| XLP SS Consumer Staples Sel Sect | 0.43% | 48,169 | $3.8M | Add +127.0% |
| XLC SS Comm Select Sector SPDR | 0.41% | 37,699 | $3.6M | Add +25.9% |
| FJUN FT Vest US Equity Buff ETF-J | 0.39% | 66,740 | $3.4M | Add +417.3% |
| IBIT iShares Bitcoin Trust ETF | 0.38% | 63,919 | $3.4M | Add +47.2% |
| JNK SS SPDR BB High Yield Bond | 0.38% | 35,143 | $3.4M | New |
| XLV SS Health Care Select Sector | 0.38% | 24,256 | $3.3M | Add +312.9% |
| PG The Procter & Gamble Co. | 0.35% | 18,712 | $3.1M | Reduce -7.7% |
| CPRT Copart Inc. | 0.35% | 54,055 | $3.1M | Add +42.0% |
| IVW iShares S&P 500 Growth ETF | 0.35% | 30,146 | $3.1M | Reduce -36.1% |
| DSEP FT Vest U.S. Equity Deep Buf | 0.35% | 75,428 | $3.1M | Add +29.3% |
| DJUN FT Vest US Equity Deep Buffe | 0.35% | 70,660 | $3.1M | Reduce -2.6% |
| ROP Roper Technologies Inc. | 0.34% | 5,816 | $3.0M | Add +42.0% |
| GOOGL Alphabet Inc. Class A | 0.34% | 15,837 | $3.0M | Add +15.2% |
| SCHM Schwab US Mid Cap ETF | 0.33% | 106,717 | $3.0M | New |
| HD Home Depot Inc. | 0.33% | 7,556 | $2.9M | Add +39.9% |
| FLBL Franklin Senior Loan ETF | 0.33% | 118,391 | $2.9M | Add +97.0% |
| SCHA Schwab US Small-Cap ETF | 0.32% | 110,379 | $2.9M | New |
| PGR Progressive Corp. | 0.32% | 11,889 | $2.8M | Add +42.3% |
| FANG Diamondback Energy Inc. | 0.31% | 16,839 | $2.8M | Add +78.6% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.31% | 54,485 | $2.7M | Add +60.4% |
| XLE SS Energy Select Sector | 0.31% | 31,730 | $2.7M | Add +106.0% |
| BOTZ Global X Robotics & Artifici | 0.30% | 83,739 | $2.7M | Reduce -13.4% |
| CHE Chemed Corp. | 0.30% | 4,995 | $2.6M | Add +60.7% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.30% | 52,302 | $2.6M | Add +35.5% |
| VCIT Vanguard Int-Term Corporate | 0.29% | 32,417 | $2.6M | Reduce -6.1% |
| OSCV Opus Small Cap Value ETF | 0.29% | 70,115 | $2.6M | Add +79.5% |
| GRID First TRST Nasd Class Edg Sgiif | 0.29% | 21,553 | $2.6M | Reduce -11.1% |
| MCD McDonald's Corp. | 0.29% | 8,784 | $2.5M | Add +2.9% |
| GLD SPDR Gold Shares | 0.29% | 10,425 | $2.5M | Add +100.6% |
| FMAY FT Vest US Equity Buffer ETF | 0.28% | 52,620 | $2.5M | Add +0.1% |
| FISR SS Fi Sector Rotation | 0.28% | 97,812 | $2.5M | Add +715.0% |
| EFV iShares MSCI Eafe Value ETF | 0.28% | 46,945 | $2.5M | Reduce -25.6% |
Portfolio Sells Q3 2024 → Q4 2024
| PSFF Pacer Swan Sos Fund of Funds | Reduce -15.5% | 1.88% | −0.88 |
| IVV iShares Core S&P 500 ETF | Reduce -29.3% | 0.69% | −0.52 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -29.4% | 0.49% | −0.43 |
| TSLA Tesla Inc. | Reduce -52.6% | 0.56% | −0.41 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.35 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -27.5% | 0.52% | −0.35 |
| QUAL iShares MSCI USA Quality Fac | Reduce -27.1% | 0.46% | −0.34 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -8.1% | 1.07% | −0.32 |
| TLT iShares 20+ Year Treasury BD | Reduce -37.9% | 0.24% | −0.30 |
| IVW iShares S&P 500 Growth ETF | Reduce -36.1% | 0.35% | −0.30 |
| SMH Vaneck Semiconductor ETF | Reduce -10.0% | 0.68% | −0.29 |
| DAUG FT Vest U.S. Equity Deep Buf | Reduce -5.4% | 0.83% | −0.27 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -44.0% | 0.21% | −0.25 |
| AVGO Broadcom Inc. | Reduce -64.5% | 0.15% | −0.25 |
| EFV iShares MSCI Eafe Value ETF | Reduce -25.6% | 0.28% | −0.24 |
| IBLC iShares Blockchain & Tech | Reduce -28.3% | 0.46% | −0.24 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -25.9% | 0.26% | −0.23 |
| LOW Lowe's Cos Inc. | Reduce -51.7% | 0.12% | −0.22 |
| FAPR FT Vest U.S. Equity Buffer E | Reduce -5.5% | 0.67% | −0.21 |
| UTEN F/M US Treasury 10 Year Note | Reduce -0.3% | 0.57% | −0.20 |
| DMAR FT Vest US Equity Deep Buffe | Reduce -6.2% | 0.60% | −0.19 |
| BIP Brookfield Infrastructure Pa | Sold out | 0.00% | −0.19 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.18 |
| MPLX MPLX LP | Sold out | 0.00% | −0.17 |
| IVE iShares S&P 500 Value ETF | Reduce -30.0% | 0.20% | −0.17 |
| IAUM iShares Gold Trust Micro | Reduce -59.5% | 0.07% | −0.15 |
| GRID First TRST Nasd Class Edg Sgiif | Reduce -11.1% | 0.29% | −0.15 |
| PG The Procter & Gamble Co. | Reduce -7.7% | 0.35% | −0.15 |
| IAU iShares Gold Trust | Reduce -1.6% | 0.50% | −0.15 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.14 |
| BOTZ Global X Robotics & Artifici | Reduce -13.4% | 0.30% | −0.14 |
| TDSC Exchange Listed Funds Trust | Reduce -33.8% | 0.14% | −0.14 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -7.5% | 0.50% | −0.14 |
| VOO Vanguard S&P 500 ETF | Reduce -1.1% | 0.49% | −0.12 |
| VCIT Vanguard Int-Term Corporate | Reduce -6.1% | 0.29% | −0.12 |
| IEMG iShares Core MSCI Emerging | Reduce -25.5% | 0.14% | −0.12 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -38.5% | 0.09% | −0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -15.5% | 0.22% | −0.12 |
| IYW iShares Ustechnology ETF | Reduce -39.0% | 0.11% | −0.11 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -25.9% | 0.14% | −0.11 |
| SYY Sysco Corp. | Sold out | 0.00% | −0.11 |
| HCA HCA Healthcare Inc. | Reduce -0.1% | 0.15% | −0.11 |
| MMM 3M Co. | Reduce -11.8% | 0.20% | −0.10 |
| DJUN FT Vest US Equity Deep Buffe | Reduce -2.6% | 0.35% | −0.10 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -10.6% | 0.21% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -6.4% | 0.26% | −0.09 |
| GIS General Mills Inc. | Reduce -50.2% | 0.04% | −0.08 |
| CLSM Exchange Listed Funds Trust | Reduce -55.6% | 0.04% | −0.08 |
| CLX Clorox Company | Sold out | 0.00% | −0.08 |
| KO The Coca-Cola Co. | Reduce -43.2% | 0.05% | −0.08 |
Portfolio Buys Q3 2024 → Q4 2024
| SPY SS SPDR S&P 500 ETF Trust-US | Add +75.0% | 4.00% | +1.18 |
| XLSR SS US Sector Rotation | Add +3400.5% | 0.98% | +0.95 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +417.1% | 1.13% | +0.85 |
| SPEM State Street SP PTF Em ETF | Add +3380.5% | 0.82% | +0.79 |
| ACIO Aptus Collared Invest Opp | Add +134.3% | 1.57% | +0.73 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.70% | +0.70 |
| BKAG BNY Mellon Core Bond ETF | Add +200.5% | 1.20% | +0.67 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +777.2% | 0.67% | +0.58 |
| XLK SS Technology Select Sector | Add +221.5% | 0.86% | +0.53 |
| DOCT FT Vest U.S. Equity Deep Buf | Add +567.9% | 0.61% | +0.49 |
| AGG iShares Core U.S. Aggregate | Add +77.7% | 1.78% | +0.45 |
| DRSK Aptus Defined Risk ETF | Add +139.4% | 0.93% | +0.42 |
| XLF SS Financial Select Sector | Add +222.4% | 0.67% | +0.42 |
| XLY SS Consumer Disc Select Sect | Add +186.8% | 0.63% | +0.38 |
| JNK SS SPDR BB High Yield Bond | New | 0.38% | +0.38 |
| SCHM Schwab US Mid Cap ETF | New | 0.33% | +0.33 |
| XLI SS Industrial Select Sector | Add +354.7% | 0.46% | +0.33 |
| VGSH Vanguard Short-Term Treasury | Add +128.4% | 0.74% | +0.32 |
| SCHA Schwab US Small-Cap ETF | New | 0.32% | +0.32 |
| FJUN FT Vest US Equity Buff ETF-J | Add +417.3% | 0.39% | +0.29 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +68.8% | 1.22% | +0.29 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +104.3% | 0.84% | +0.29 |
| NVDA Nvidia Corp. | Add +58.3% | 0.98% | +0.27 |
| XLV SS Health Care Select Sector | Add +312.9% | 0.38% | +0.25 |
| ADME Aptus Drwdwn MGD Eqty ETF | Add +141.4% | 0.50% | +0.24 |
| FISR SS Fi Sector Rotation | Add +715.0% | 0.28% | +0.23 |
| SPMD SS SPDR P S&P 400 Midcap ETF | New | 0.22% | +0.22 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +124.2% | 0.55% | +0.22 |
| GWX State Street SPDR S&P Intern | New | 0.18% | +0.18 |
| XLP SS Consumer Staples Sel Sect | Add +127.0% | 0.43% | +0.18 |
| JUCY Aptus Enhanced Yield ETF | Add +69.4% | 0.72% | +0.17 |
| PHYL Pgim Active High Yield Bond | Add +98.0% | 0.49% | +0.17 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +31.1% | 3.11% | +0.17 |
| DJUL FT Vest US Equity Deep Buffe | Add +77.5% | 0.57% | +0.17 |
| IBIT iShares Bitcoin Trust ETF | Add +47.2% | 0.38% | +0.16 |
| AMZN Amazon.com Inc. | Add +31.3% | 0.82% | +0.15 |
| RSP Invesco S&P 500 Equal Weight | Add +54.1% | 0.79% | +0.13 |
| FLBL Franklin Senior Loan ETF | Add +97.0% | 0.33% | +0.12 |
| DNOV FT Vest US Equity Deep Buffe | Add +250.4% | 0.18% | +0.11 |
| XLE SS Energy Select Sector | Add +106.0% | 0.31% | +0.11 |
| SJM The JM Smucker Co. | Add +336.3% | 0.16% | +0.11 |
| GLD SPDR Gold Shares | Add +100.6% | 0.29% | +0.10 |
| XLRE SS Real Estate Select Sector | Add +119.8% | 0.28% | +0.10 |
| EBND State Street SPDR Bloomberg | New | 0.10% | +0.10 |
| MBB iShares MBS ETF | Add +56.2% | 0.63% | +0.10 |
| DDEC FT Vest U.S. Equity Deep Buf | New | 0.10% | +0.10 |
| STIP iShares 0-5 Year Tips Bond E | Add +143.7% | 0.20% | +0.10 |
| MSTR Strategy Inc. | New | 0.09% | +0.09 |
| FJAN FT Vest U.S. Equity Buffer E | Add +37.6% | 0.87% | +0.09 |
| SPIB SS SPDR P Int C Corp. ETF | New | 0.09% | +0.09 |
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 |