Signify-Wealth
AI_NATIVE detailed information: This accession holds the following tickers:[ "GOOGL", null, null, null, "META", null, "MSFT", "VGSH", "AAPL", "SPY", "NVDA", null, "AMZN", null, "VEA", "BND", "BSV", "VB", null, "CRWD", "RSP", "EFA", "TSLA", "NFLX", "VTI", "QUAL" ]
Filing Details
13F-HR • 2024-12-31
Filing Details
13F-HR • 2024-12-31- Report Date
- 2024-12-31
- Filing Date
- 2025-02-06
- Total Holdings
- 26
- Total Value
- 88596920
- Accession Number
- 0001769062-25-000002
- Form Type
- 13F-HR
- Manager Name
- Signify-Wealth
Data Enrichment
73% identified19 identified7 unidentified
Holdings
26 positions • $88.6M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
NETFLIX INC(NFLXcusip64110L106) | 506 | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $451.0K | 0.5% ($451.0K/$88.6M) | YoY- |
| 950 | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $325.1K | 0.4% ($325.1K/$88.6M) | YoY- | |
| 4.0K | YoY- | All Managers (Combined) | $287.8K | 0.3% ($287.8K/$88.6M) | YoY- | |
| 1.0K | QoQ +9.38% (+88)YoY- | All Managers (Combined) | $246.5K | 0.3% ($246.5K/$88.6M) | YoY- | |
| 5.0K | YoY- | All Managers (Combined) | $239.3K | 0.3% ($239.3K/$88.6M) | YoY- | |
| 2.7K | QoQ -6.72% (-193)YoY- | All Managers (Combined) | $206.9K | 0.2% ($206.9K/$88.6M) | YoY- |