Signal Advisors Wealth, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 11, 2025), Signal Advisors Wealth, LLC reported 430 stock positions worth $1.0 billion. 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, 3.5%) and iShares Core Dividend ETF (DIVB, 2.9%). Compared with Q4 2024, it opened 46 new positions, sold out of 40, added to 209 and reduced 166. The biggest buy was SS SPDR P S&P 500 Value ETF (SPYV, shares +144%) and the biggest sale Amplify CWP Enhan Divid ETF (DIVO, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- DETROIT, MI
- CIK
- 0002010926
- Portfolio Value
- $1.0B (Q1 2025)
- SEC Filing
- 0001754960-25-000174 ↗ filed Apr 11, 2025
Holdings Value
Holdings 430 stocks · $1.0B
| SPY SS SPDR S&P 500 ETF Trust-US | 4.01% | 73,296 | $41.0M | Add +22.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.46% | 538,060 | $35.4M | Add +34.8% |
| DIVB iShares Core Dividend ETF | 2.86% | 602,314 | $29.2M | Add +44.1% |
| MOAT Vaneck Morningstar Wide Moat | 2.48% | 287,923 | $25.3M | Add +44.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.39% | 478,525 | $24.4M | Add +144.3% |
| AGG iShares Core U.S. Aggregate | 2.34% | 241,844 | $23.9M | Add +49.1% |
| VEA Vanguard Ftse Developed ETF | 2.05% | 412,073 | $20.9M | Add +22.2% |
| ACIO Aptus Collared Invest Opp | 2.02% | 535,020 | $20.7M | Add +54.7% |
| BKAG BNY Mellon Core Bond ETF | 1.83% | 443,264 | $18.7M | Add +73.1% |
| QQQM Invesco Nasdaq 100 ETF | 1.77% | 93,922 | $18.1M | Add +7.7% |
| PSFF Pacer Swan Sos Fund of Funds | 1.61% | 575,854 | $16.4M | Add +1.7% |
| DRSK Aptus Defined Risk ETF | 1.46% | 547,939 | $14.9M | Add +82.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.36% | 151,944 | $13.9M | Add +133.2% |
| TLT iShares 20+ Year Treasury BD | 1.17% | 131,113 | $11.9M | Add +448.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.15% | 288,663 | $11.8M | Add +19.9% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.13% | 106,592 | $11.6M | Add +52.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.10% | 40,910 | $11.2M | Add +161.8% |
| MSFT Microsoft Corp. | 0.98% | 26,651 | $10.0M | Add +12.7% |
| JEPI JPMorgan Equity Premium Inco | 0.95% | 170,551 | $9.7M | Reduce -28.0% |
| DJAN FT Vest U.S. Equity Deep Buf | 0.95% | 255,421 | $9.7M | New |
| UFIV F/M US Treasury 5 Year Note | 0.93% | 194,460 | $9.5M | Add +34.8% |
| XLSR SS US Sector Rotation | 0.85% | 172,049 | $8.7M | Add +6.0% |
| AAPL Apple Inc. | 0.85% | 38,978 | $8.7M | Reduce -4.9% |
| RSP Invesco S&P 500 Equal Weight | 0.84% | 49,557 | $8.6M | Add +24.2% |
| UTEN F/M US Treasury 10 Year Note | 0.83% | 193,828 | $8.5M | Add +62.5% |
| NVDA Nvidia Corp. | 0.83% | 78,202 | $8.5M | Add +20.7% |
| FJAN FT Vest U.S. Equity Buffer E | 0.82% | 188,449 | $8.4M | Add +12.6% |
| JUCY Aptus Enhanced Yield ETF | 0.76% | 342,000 | $7.8M | Add +22.9% |
| SPEM State Street SP PTF Em ETF | 0.75% | 195,958 | $7.7M | Add +4.0% |
| DOCT FT Vest U.S. Equity Deep Buf | 0.75% | 200,898 | $7.7M | Add +47.2% |
| V Visa Inc. Class A | 0.73% | 21,383 | $7.5M | Add +23.1% |
| VGSH Vanguard Short-Term Treasury | 0.72% | 124,918 | $7.3M | Add +11.4% |
| DJUL FT Vest US Equity Deep Buffe | 0.71% | 178,663 | $7.3M | Add +49.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.71% | 199,452 | $7.3M | Add +9.4% |
| JPM JPMorgan Chase & Co. | 0.67% | 27,858 | $6.8M | Add +13.2% |
| AMZN Amazon.com Inc. | 0.65% | 35,101 | $6.7M | Add +6.0% |
| XLK SS Technology Select Sector | 0.65% | 32,329 | $6.7M | Reduce -1.1% |
| PHYL Pgim Active High Yield Bond | 0.64% | 188,052 | $6.5M | Add +52.2% |
| VWO Vanguard Ftse Emerging Marke | 0.64% | 144,101 | $6.5M | Add +3.6% |
| SCHD Schwab US DVD Equity ETF | 0.64% | 232,814 | $6.5M | Reduce -16.0% |
| WMT Walmart Inc. | 0.63% | 73,922 | $6.5M | Add +7.8% |
| ADME Aptus Drwdwn MGD Eqty ETF | 0.63% | 145,929 | $6.5M | Add +54.3% |
| DIVO Amplify CWP Enhan Divid ETF | 0.62% | 154,809 | $6.3M | Reduce -46.3% |
| FJUN FT Vest US Equity Buff ETF-J | 0.59% | 121,867 | $6.1M | Add +82.6% |
| DMBS Doubleline Mortgage ETF | 0.58% | 121,837 | $6.0M | Add +536.7% |
| UNH Unitedhealth Group Inc. | 0.58% | 11,408 | $6.0M | Add +25.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.57% | 26,190 | $5.8M | Add +18.8% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.53% | 231,265 | $5.5M | Reduce -21.0% |
| XLF SS Financial Select Sector | 0.52% | 106,050 | $5.3M | Reduce -13.2% |
| QYLD Global X Nasd 100 Cov Call | 0.52% | 316,979 | $5.3M | Add +40.9% |
| MBB iShares MBS ETF | 0.51% | 56,084 | $5.3M | Reduce -7.7% |
| BR Broadridge Financial Solutio | 0.51% | 21,536 | $5.2M | Add +18.4% |
| IVV iShares Core S&P 500 ETF | 0.51% | 9,208 | $5.2M | Reduce -11.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.50% | 64,050 | $5.1M | Reduce -40.3% |
| IUS Invesco Rafi Strategic US Et | 0.50% | 103,426 | $5.1M | Add +11.4% |
| DAUG FT Vest U.S. Equity Deep Buf | 0.48% | 125,732 | $4.9M | Reduce -32.3% |
| PWR Quanta Services Inc. | 0.45% | 18,036 | $4.6M | Add +29.8% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.44% | 90,068 | $4.6M | Add +72.2% |
| VOO Vanguard S&P 500 ETF | 0.44% | 8,680 | $4.5M | Add +8.6% |
| BND Vanguard Total Bond Market | 0.43% | 59,779 | $4.4M | Add +6.1% |
| FLBL Franklin Senior Loan ETF | 0.43% | 181,424 | $4.4M | Add +53.2% |
| IBIT iShares Bitcoin Trust ETF | 0.43% | 93,115 | $4.4M | Add +45.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.42% | 9,194 | $4.3M | Add +1.8% |
| ROP Roper Technologies Inc. | 0.41% | 7,192 | $4.2M | Add +23.7% |
| PGR Progressive Corp. | 0.41% | 14,796 | $4.2M | Add +24.4% |
| CPRT Copart Inc. | 0.41% | 73,936 | $4.2M | Add +36.8% |
| CHE Chemed Corp. | 0.39% | 6,412 | $3.9M | Add +28.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.38% | 85,335 | $3.9M | Reduce -11.7% |
| OSCV Opus Small Cap Value ETF | 0.38% | 111,769 | $3.9M | Add +59.4% |
| XLV SS Health Care Select Sector | 0.38% | 26,661 | $3.9M | Add +9.9% |
| TSLA Tesla Inc. | 0.38% | 14,807 | $3.8M | Add +20.3% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.37% | 75,689 | $3.8M | Add +38.9% |
| JAAA Janus Henderson Aaa Clo ETF | 0.37% | 74,892 | $3.8M | Add +866.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.37% | 10,191 | $3.8M | Reduce -4.7% |
| GLD SPDR Gold Shares | 0.36% | 12,680 | $3.7M | Add +21.6% |
| XLY SS Consumer Disc Select Sect | 0.35% | 18,293 | $3.6M | Reduce -26.6% |
| FANG Diamondback Energy Inc. | 0.35% | 22,574 | $3.6M | Add +34.1% |
| QUAL iShares MSCI USA Quality Fac | 0.34% | 20,357 | $3.5M | Reduce -10.9% |
| XLE SS Energy Select Sector | 0.33% | 36,220 | $3.4M | Add +14.2% |
| JNK SS SPDR BB High Yield Bond | 0.32% | 34,421 | $3.3M | Reduce -2.0% |
| IDUB Aptus Intl Enhan YLD ETF | 0.32% | 156,045 | $3.3M | Add +52.7% |
| PG The Procter & Gamble Co. | 0.32% | 19,068 | $3.2M | Add +1.9% |
| XLC SS Comm Select Sector SPDR | 0.31% | 32,537 | $3.1M | Reduce -13.7% |
| STIP iShares 0-5 Year Tips Bond E | 0.30% | 29,332 | $3.0M | Add +65.3% |
| GOOGL Alphabet Inc. Class A | 0.29% | 19,383 | $3.0M | Add +22.4% |
| FAPR FT Vest U.S. Equity Buffer E | 0.29% | 72,805 | $3.0M | Reduce -49.1% |
| XLI SS Industrial Select Sector | 0.29% | 22,689 | $3.0M | Reduce -26.1% |
| UPSD Aptus Large Cap Upside ETF | 0.29% | 127,304 | $2.9M | New |
| DSEP FT Vest U.S. Equity Deep Buf | 0.28% | 73,116 | $2.9M | Reduce -3.1% |
| DUBS Aptus LRG Cap Enh YLD ETF | 0.28% | 93,841 | $2.9M | Add +42.3% |
| DFEB FT Vest U.S. Equity Deep Buf | 0.28% | 67,778 | $2.9M | Add +761.1% |
| META Meta Platforms Inc. Class A | 0.28% | 4,940 | $2.8M | Add +23.8% |
| HD Home Depot Inc. | 0.28% | 7,769 | $2.8M | Add +2.8% |
| SMH Vaneck Semiconductor ETF | 0.27% | 12,959 | $2.7M | Reduce -47.6% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.27% | 52,472 | $2.7M | Add +497.8% |
| DMAR FT Vest US Equity Deep Buffe | 0.26% | 69,768 | $2.6M | Reduce -49.7% |
| FISR SS Fi Sector Rotation | 0.25% | 100,573 | $2.6M | Add +2.8% |
| EFV iShares MSCI Eafe Value ETF | 0.25% | 44,103 | $2.6M | Reduce -6.0% |
| MCD McDonald's Corp. | 0.25% | 8,290 | $2.6M | Reduce -5.6% |
| SCHM Schwab US Mid Cap ETF | 0.25% | 98,543 | $2.6M | Reduce -7.7% |
Portfolio Sells Q4 2024 → Q1 2025
| DIVO Amplify CWP Enhan Divid ETF | Reduce -46.3% | 0.62% | −0.70 |
| JEPI JPMorgan Equity Premium Inco | Reduce -28.0% | 0.95% | −0.60 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -40.3% | 0.50% | −0.56 |
| SMH Vaneck Semiconductor ETF | Reduce -47.6% | 0.27% | −0.41 |
| FAPR FT Vest U.S. Equity Buffer E | Reduce -49.1% | 0.29% | −0.38 |
| DAUG FT Vest U.S. Equity Deep Buf | Reduce -32.3% | 0.48% | −0.36 |
| DMAR FT Vest US Equity Deep Buffe | Reduce -49.7% | 0.26% | −0.34 |
| IBLC iShares Blockchain & Tech | Reduce -55.1% | 0.13% | −0.33 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -54.8% | 0.22% | −0.32 |
| AAPL Apple Inc. | Reduce -4.9% | 0.85% | −0.32 |
| IAU iShares Gold Trust | Reduce -63.1% | 0.19% | −0.31 |
| XLY SS Consumer Disc Select Sect | Reduce -26.6% | 0.35% | −0.28 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -21.0% | 0.53% | −0.25 |
| SCHD Schwab US DVD Equity ETF | Reduce -16.0% | 0.64% | −0.22 |
| XLK SS Technology Select Sector | Reduce -1.1% | 0.65% | −0.21 |
| BOTZ Global X Robotics & Artifici | Reduce -55.3% | 0.10% | −0.20 |
| IVV iShares Core S&P 500 ETF | Reduce -11.6% | 0.51% | −0.19 |
| XLP SS Consumer Staples Sel Sect | Reduce -35.7% | 0.25% | −0.18 |
| XLI SS Industrial Select Sector | Reduce -26.1% | 0.29% | −0.17 |
| XLRE SS Real Estate Select Sector | Reduce -52.7% | 0.12% | −0.16 |
| XLF SS Financial Select Sector | Reduce -13.2% | 0.52% | −0.15 |
| IVW iShares S&P 500 Growth ETF | Reduce -22.6% | 0.21% | −0.13 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -4.7% | 0.37% | −0.13 |
| DJUN FT Vest US Equity Deep Buffe | Reduce -23.6% | 0.22% | −0.12 |
| QUAL iShares MSCI USA Quality Fac | Reduce -10.9% | 0.34% | −0.12 |
| MBB iShares MBS ETF | Reduce -7.7% | 0.51% | −0.12 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -11.7% | 0.38% | −0.11 |
| GRID First TRST Nasd Class Edg Sgiif | Reduce -23.6% | 0.18% | −0.11 |
| XLC SS Comm Select Sector SPDR | Reduce -13.7% | 0.31% | −0.11 |
| XLB SS Materials Select Sector | Reduce -46.1% | 0.09% | −0.10 |
| DNOV FT Vest US Equity Deep Buffe | Reduce -48.5% | 0.08% | −0.10 |
| ADBE Adobe Inc. | Reduce -26.2% | 0.12% | −0.10 |
| TBIL F/M US Treasury 3 Month Bill | Sold out | 0.00% | −0.09 |
| SCHA Schwab US Small-Cap ETF | Reduce -5.3% | 0.24% | −0.08 |
| SCHM Schwab US Mid Cap ETF | Reduce -7.7% | 0.25% | −0.08 |
| IVE iShares S&P 500 Value ETF | Reduce -32.3% | 0.11% | −0.08 |
| FIXD First Trust Smith Opportunis | Reduce -77.2% | 0.02% | −0.08 |
| SFEB FT Vest US SC MB ETF-Usd Inc. | Sold out | 0.00% | −0.08 |
| QMAR FT Vest Nasdaq-100 Buffer Et | Sold out | 0.00% | −0.08 |
| ITOT iShares Core S&P Total U.S. | Reduce -65.0% | 0.03% | −0.08 |
| GOOG Alphabet Inc. Class C | Reduce -23.3% | 0.09% | −0.07 |
| MARM Ftvestus Max Buff ETF March | Reduce -41.7% | 0.07% | −0.07 |
| XYZ Block Inc. | Reduce -3.6% | 0.08% | −0.07 |
| FMAY FT Vest US Equity Buffer ETF | Reduce -9.0% | 0.22% | −0.07 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.07 |
| FDN First Trust DJ Internet Ind | Sold out | 0.00% | −0.06 |
| DSEP FT Vest U.S. Equity Deep Buf | Reduce -3.1% | 0.28% | −0.06 |
| AVGO Broadcom Inc. | Reduce -7.0% | 0.09% | −0.06 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.06 |
| CVX Chevron Corp. | Reduce -25.6% | 0.18% | −0.06 |
Portfolio Buys Q4 2024 → Q1 2025
| SPYV SS SPDR P S&P 500 Value ETF | Add +144.3% | 2.39% | +1.26 |
| DJAN FT Vest U.S. Equity Deep Buf | New | 0.95% | +0.95 |
| TLT iShares 20+ Year Treasury BD | Add +448.0% | 1.17% | +0.93 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +133.2% | 1.36% | +0.69 |
| BKAG BNY Mellon Core Bond ETF | Add +73.1% | 1.83% | +0.63 |
| DIVB iShares Core Dividend ETF | Add +44.1% | 2.86% | +0.62 |
| VTI VG Morningstar TS MKT ETF-US | Add +161.8% | 1.10% | +0.59 |
| AGG iShares Core U.S. Aggregate | Add +49.1% | 2.34% | +0.56 |
| DRSK Aptus Defined Risk ETF | Add +82.8% | 1.46% | +0.53 |
| DMBS Doubleline Mortgage ETF | Add +536.7% | 0.58% | +0.48 |
| ACIO Aptus Collared Invest Opp | Add +54.7% | 2.02% | +0.45 |
| MOAT Vaneck Morningstar Wide Moat | Add +44.3% | 2.48% | +0.38 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +34.8% | 3.46% | +0.34 |
| JAAA Janus Henderson Aaa Clo ETF | Add +866.1% | 0.37% | +0.33 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +52.9% | 1.13% | +0.29 |
| UPSD Aptus Large Cap Upside ETF | New | 0.29% | +0.29 |
| UTEN F/M US Treasury 10 Year Note | Add +62.5% | 0.83% | +0.26 |
| DFEB FT Vest U.S. Equity Deep Buf | Add +761.1% | 0.28% | +0.24 |
| VEA Vanguard Ftse Developed ETF | Add +22.2% | 2.05% | +0.22 |
| JEPQ JPM Nasdaq Equity Premium | Add +497.8% | 0.27% | +0.21 |
| FJUN FT Vest US Equity Buff ETF-J | Add +82.6% | 0.59% | +0.21 |
| FRDM Freedom 100 Emeging MRKT ETF | New | 0.19% | +0.19 |
| GJAN FT Vest US Equity Moderate B | Add +574.9% | 0.22% | +0.18 |
| PHYL Pgim Active High Yield Bond | Add +52.2% | 0.64% | +0.15 |
| UFIV F/M US Treasury 5 Year Note | Add +34.8% | 0.93% | +0.15 |
| KNG FT Vest S&P 500 DVD Arst TRG | Add +72.2% | 0.44% | +0.15 |
| DJUL FT Vest US Equity Deep Buffe | Add +49.3% | 0.71% | +0.15 |
| DOCT FT Vest U.S. Equity Deep Buf | Add +47.2% | 0.75% | +0.15 |
| PGF Invesco Financial Preferred | New | 0.14% | +0.14 |
| ADME Aptus Drwdwn MGD Eqty ETF | Add +54.3% | 0.63% | +0.13 |
| SDIV Global X Superdividend ETF | New | 0.13% | +0.13 |
| V Visa Inc. Class A | Add +23.1% | 0.73% | +0.11 |
| FLBL Franklin Senior Loan ETF | Add +53.2% | 0.43% | +0.10 |
| STIP iShares 0-5 Year Tips Bond E | Add +65.3% | 0.30% | +0.09 |
| UBER Uber Technologies Inc. | Add +72.0% | 0.21% | +0.09 |
| KNGZ FT - S&P 500 DVD Aristocrats | New | 0.09% | +0.09 |
| EMOT First Trust S&P500ECMOAT ETF | New | 0.09% | +0.09 |
| SGOV iShares 0-3 Month Treasury B | Add +220.1% | 0.14% | +0.09 |
| OSCV Opus Small Cap Value ETF | Add +59.4% | 0.38% | +0.09 |
| PGR Progressive Corp. | Add +24.4% | 0.41% | +0.09 |
| CHE Chemed Corp. | Add +28.4% | 0.39% | +0.09 |
| IDUB Aptus Intl Enhan YLD ETF | Add +52.7% | 0.32% | +0.09 |
| MSI Motorola Solutions Inc. | New | 0.08% | +0.08 |
| NOW ServiceNow Inc. | New | 0.07% | +0.07 |
| ROP Roper Technologies Inc. | Add +23.7% | 0.41% | +0.07 |
| GLD SPDR Gold Shares | Add +21.6% | 0.36% | +0.07 |
| UNH Unitedhealth Group Inc. | Add +25.2% | 0.58% | +0.06 |
| XHLF Bondbloxx BBG 6 MTH US Treas | Add +38.9% | 0.37% | +0.06 |
| MRSH Marsh & McLennan Cos | New | 0.06% | +0.06 |
| CPRT Copart Inc. | Add +36.8% | 0.41% | +0.06 |
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 |