Signify Wealth
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), Signify Wealth reported 26 stock positions worth $88.6 million. Its top holding was iShares Ustechnology ETF (IYW) at 9.8% of the portfolio, followed by Vanguard Short-Term Treasury (VGSH, 8.7%) and SS SPDR S&P 500 ETF Trust-US (SPY, 7.7%). Compared with Q3 2024, it opened 1 new position, sold out of 5, added to 17 and reduced 5. The biggest buy was a new position in SS Energy Select Sector (XLE) and the biggest sale an exit from St Sr Utl SL SE SPDR ETF-Usd (XLU).
- Most Recent 13F
- Q4 2024
- Location
- SAINT LOUIS, MO
- CIK
- 0001769062
- Portfolio Value
- $88.6M (Q4 2024)
- SEC Filing
- 0001769062-25-000002 ↗ filed Feb 6, 2025
Holdings Value
Holdings 26 stocks · $88.6M
| IYW iShares Ustechnology ETF | 9.79% | 54,361 | $8.7M | Add +5.6% |
| VGSH Vanguard Short-Term Treasury | 8.68% | 132,253 | $7.7M | Add +7.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 7.70% | 11,645 | $6.8M | Add +6.8% |
| PWRD TCW Transform Systems ETF | 7.46% | 91,025 | $6.6M | Add +5.6% |
| TSLA Tesla Inc. | 6.54% | 14,342 | $5.8M | Add +1.5% |
| AMZN Amazon.com Inc. | 6.37% | 25,744 | $5.6M | Reduce -0.3% |
| AAPL Apple Inc. | 5.61% | 19,849 | $5.0M | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 5.21% | 24,397 | $4.6M | Reduce -0.3% |
| ABFL Abacus FCF Leaders ETF | 4.84% | 64,516 | $4.3M | Add +5.5% |
| QUAL iShares MSCI USA Quality Fac | 4.80% | 23,859 | $4.2M | Add +7.6% |
| SPLV Invesco S&P 500 Low Volatili | 4.77% | 60,383 | $4.2M | Add +8.3% |
| RSP Invesco S&P 500 Equal Weight | 4.66% | 23,537 | $4.1M | Add +9.3% |
| ABLG Abac FCF Intern Lead ETF-Usd | 4.51% | 139,250 | $4.0M | Add +11.4% |
| EFA iShares MSCI Eafe ETF | 4.49% | 52,621 | $4.0M | Add +12.3% |
| IAU iShares Gold Trust | 3.87% | 69,176 | $3.4M | Add +7.0% |
| XLE SS Energy Select Sector | 3.47% | 35,868 | $3.1M | New |
| NVDA Nvidia Corp. | 2.02% | 13,341 | $1.8M | Reduce -3.8% |
| VTI VG Morningstar TS MKT ETF-US | 1.53% | 4,690 | $1.4M | Add +8.8% |
| MSFT Microsoft Corp. | 1.05% | 2,211 | $932K | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.65% | 983 | $576K | No change |
| NFLX Netflix Inc. | 0.51% | 506 | $451K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.37% | 950 | $325K | No change |
| BND Vanguard Total Bond Market | 0.32% | 4,002 | $288K | Add +26.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.28% | 1,026 | $247K | Add +9.4% |
| VEA Vanguard Ftse Developed ETF | 0.27% | 5,004 | $239K | Add +11.3% |
| BSV Vanguard Short-Term Bond ETF | 0.23% | 2,678 | $207K | Reduce -6.7% |
Portfolio Sells Q3 2024 → Q4 2024
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −3.94 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.27 |
| HEI Heico Corp. | Sold out | 0.00% | −0.25 |
| SJNK SS SPDR BB St Hi Yield ETF | Sold out | 0.00% | −0.25 |
| AAPL Apple Inc. | Reduce -0.6% | 5.61% | −0.09 |
| BSV Vanguard Short-Term Bond ETF | Reduce -6.7% | 0.23% | −0.04 |
| NVDA Nvidia Corp. | Reduce -3.8% | 2.02% | −0.04 |
| RR Richtech Robotics Inc. Class B | Sold out | 0.00% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -0.3% | 5.21% | +0.24 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 6.37% | +0.48 |
Portfolio Buys Q3 2024 → Q4 2024
| XLE SS Energy Select Sector | New | 3.47% | +3.47 |
| TSLA Tesla Inc. | Add +1.5% | 6.54% | +2.01 |
| IYW iShares Ustechnology ETF | Add +5.6% | 9.79% | +0.22 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.8% | 7.70% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +8.8% | 1.53% | +0.04 |
| BND Vanguard Total Bond Market | Add +26.0% | 0.32% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +9.4% | 0.28% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +11.3% | 0.27% | −0.02 |
| ABFL Abacus FCF Leaders ETF | Add +5.5% | 4.84% | −0.04 |
| RSP Invesco S&P 500 Equal Weight | Add +9.3% | 4.66% | −0.07 |
| IAU iShares Gold Trust | Add +7.0% | 3.87% | −0.07 |
| QUAL iShares MSCI USA Quality Fac | Add +7.6% | 4.80% | −0.08 |
| MSFT Microsoft Corp. | Add +0.1% | 1.05% | −0.11 |
| SPLV Invesco S&P 500 Low Volatili | Add +8.3% | 4.77% | −0.13 |
| VGSH Vanguard Short-Term Treasury | Add +7.5% | 8.68% | −0.22 |
| ABLG Abac FCF Intern Lead ETF-Usd | Add +11.4% | 4.51% | −0.28 |
| EFA iShares MSCI Eafe ETF | Add +12.3% | 4.49% | −0.31 |
| PWRD TCW Transform Systems ETF | Add +5.6% | 7.46% | −0.35 |