Signal-Advisors-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "SE",
  null,
  "POOL",
  null,
  "ATR",
  "MU",
  null,
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  null,
  null,
  null,
  null,
  "GOOGL",
  null,
  null,
  null,
  null,
  "AXP",
  "ACA",
  "T",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "CAT",
  "AVGO",
  "LOW",
  null,
  null,
  "AVEM",
  "AIT",
  "ICFI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GD",
  "GIS",
  "HON",
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GEVO",
  null,
  "ISRG",
  null,
  "EMXC",
  "ITW",
  "EMR",
  null,
  "ICE",
  null,
  null,
  "MUB",
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  "IVW",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LRCX",
  "IWS",
  "LIN",
  null,
  null,
  "MMC",
  "PWR",
  "MA",
  null,
  null,
  null,
  null,
  "MSFT",
  "MS",
  "ENPH",
  "FICO",
  null,
  "GE",
  null,
  null,
  null,
  null,
  null,
  "ORLY",
  null,
  "BX",
  "HSY",
  "FAST",
  "ANSS",
  "IJR",
  "EFG",
  "ORCL",
  "NOC",
  null,
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  "IWF",
  null,
  null,
  "PEP",
  null,
  null,
  "VGSH",
  "DNP",
  "PGR",
  "IEMG",
  null,
  "IVV",
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "ECL",
  "NVDA",
  "GS",
  "GEHC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  "MKC",
  "AMGN",
  "MSTR",
  "DGX",
  "FNDX",
  "ROK",
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "ROP",
  "SRE",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  null,
  null,
  null,
  null,
  "SPLG",
  null,
  null,
  "IBM",
  "STLD",
  "SYK",
  "SBUX",
  "CI",
  "TMO",
  "TJX",
  "TFC",
  "UBER",
  "BIV",
  "VO",
  "VOE",
  "MNST",
  "NTLA",
  "VWO",
  null,
  null,
  "IWV",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  null,
  "VIG",
  null,
  null,
  null,
  "TSCO",
  null,
  "SQFT",
  "ULTA",
  "XLB",
  "MTD",
  null,
  "WGO",
  "IEF",
  null,
  "IT",
  null,
  "RMD",
  null,
  null,
  "VYM",
  null,
  "AON",
  "AFL",
  "AXON",
  "AMD",
  "FI",
  "F",
  "AJG",
  "WM",
  "IWP",
  "HSIC",
  null,
  null,
  null,
  null,
  "LANC",
  "IDXX",
  "IEX",
  "FDS",
  "NVO",
  "AMZN",
  "MSI",
  null,
  null,
  null,
  "IVE",
  null,
  "HCA",
  null,
  "HII",
  null,
  null,
  null,
  null,
  "VGT",
  "VUG",
  "VEA",
  "BLV",
  null,
  "MGK",
  null,
  "VGLT",
  "VTWO",
  "BNDX",
  "BND",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "VIRT",
  "WMT",
  "WAT",
  "WFC",
  "IUSG",
  "SOLV",
  null,
  null,
  "DTE",
  "SCHD",
  "DVY",
  "CHKP",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "MSCI",
  "JKHY",
  "NSC",
  "SO",
  null,
  "SJM",
  "ROL",
  "CRM",
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  "IUSV",
  null,
  null,
  "MELI",
  "DGRO",
  "SPYV",
  null,
  "GWW",
  "ESGU",
  null,
  null,
  "ADP",
  "AZO",
  "BAC",
  "BRK-B",
  "BDX",
  null,
  null,
  "BR",
  "CACI",
  "CE",
  "CBRE",
  "CASY",
  "CHE",
  "CVX",
  "LNG",
  "CHD",
  "CTAS",
  "CSCO",
  "C",
  "COKE",
  "KO",
  "CMCSA",
  "CL",
  "STZ",
  "CPRT",
  "COST",
  "CRWD",
  "DE",
  "DVN",
  "FANG",
  "DCI",
  "RSP",
  "USMV",
  "NEE",
  "NKE",
  "QQQ",
  null,
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  null,
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 430
Total Value: 1022915288
Accession Number: 0001754960-25-000174
Form Type: 13F-HR
CIK: signal-advisors-wealth
Manager Name: Signal-Advisors-Wealth

Data Enrichment

56% identified

241 identified189 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

430 positions • $1.0B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 13 of 22

Sort by:

25434V807

Shares:16.3K

Value:$639.8K

% of Portfolio:0.1% ($639.8K/$1.0B)

464288679

Shares:5.7K

Value:$632.8K

% of Portfolio:0.1% ($632.8K/$1.0B)

Philip Morris International Inc.

PM|718172109

Shares:3.9K

Value:$625.9K

% of Portfolio:0.1% ($625.9K/$1.0B)

72201R775

Shares:6.8K

Value:$625.2K

% of Portfolio:0.1% ($625.2K/$1.0B)

25434V658

Shares:23.3K

Value:$613.0K

% of Portfolio:0.1% ($613.0K/$1.0B)

464287614

IWF|464287614

Shares:1.7K

Value:$611.7K

% of Portfolio:0.1% ($611.7K/$1.0B)

Cigna Group

CI|125523100

Shares:1.8K

Value:$601.2K

% of Portfolio:0.1% ($601.2K/$1.0B)

46436F103

Shares:19.2K

Value:$599.6K

% of Portfolio:0.1% ($599.6K/$1.0B)

METTLER TOLEDO INTERNATIONAL INC/

MTD|592688105

Shares:507

Value:$598.1K

% of Portfolio:0.1% ($598.1K/$1.0B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:2.4K

Value:$597.5K

% of Portfolio:0.1% ($597.5K/$1.0B)

NEXTERA ENERGY INC

NEE|65339F101

Shares:8.4K

Value:$596.4K

% of Portfolio:0.1% ($596.4K/$1.0B)

46138E362

Shares:11.8K

Value:$591.2K

% of Portfolio:0.1% ($591.2K/$1.0B)

464288281

Shares:6.5K

Value:$585.6K

% of Portfolio:0.1% ($585.6K/$1.0B)

AMGEN INC

AMGN|031162100

Shares:1.9K

Value:$582.3K

% of Portfolio:0.1% ($582.3K/$1.0B)

NETFLIX INC

NFLX|64110L106

Shares:622

Value:$580.5K

% of Portfolio:0.1% ($580.5K/$1.0B)

33740F755

Shares:19.5K

Value:$578.3K

% of Portfolio:0.1% ($578.3K/$1.0B)

FISERV INC

FI|337738108

Shares:2.6K

Value:$566.8K

% of Portfolio:0.1% ($566.8K/$1.0B)

46434V621

DGRO|46434V621

Shares:9.2K

Value:$566.3K

% of Portfolio:0.1% ($566.3K/$1.0B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:4.6K

Value:$564.8K

% of Portfolio:0.1% ($564.8K/$1.0B)

464287473

IWS|464287473

Shares:4.5K

Value:$563.6K

% of Portfolio:0.1% ($563.6K/$1.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V807)✕	16.3K	QoQ +5.89% (+905) YoY NEW(+16.3K)	All Managers (Combined)	$639.8K	0.1% ($639.8K/$1.0B)	QoQ +17.47% (+$95.2K) YoY NEW(+$639.8K)
(cusip464288679)✕	5.7K	QoQ -24.55% (-1.9K) YoY +6.34% (+342)	All Managers (Combined)	$632.8K	0.1% ($632.8K/$1.0B)	QoQ -24.32% (-$203.4K) YoY +6.25% (+$37.3K)
Philip Morris International Inc.(PMcusip718172109)	3.9K	QoQ -3.64% (-149) YoY -23.06% (-1.2K)	All Managers (Combined)	$625.9K	0.1% ($625.9K/$1.0B)	QoQ +25.69% (-$128.0K) YoY +33.30% (-$156.4K)
(cusip72201R775)✕	6.8K	QoQ +95.06% (+3.3K) YoY +78.20% (+3.0K)	All Managers (Combined)	$625.2K	0.1% ($625.2K/$1.0B)	QoQ +98.65% (+$310.5K) YoY +79.40% (+$276.7K)
(cusip25434V658)✕	23.3K	QoQ +7.96% (+1.7K) YoY NEW(+23.3K)	All Managers (Combined)	$613.0K	0.1% ($613.0K/$1.0B)	QoQ +11.01% (+$60.8K) YoY NEW(+$613.0K)
(IWFcusip464287614)	1.7K	QoQ +87.18% (+789) YoY -13.79% (-271)	All Managers (Combined)	$611.7K	0.1% ($611.7K/$1.0B)	QoQ +68.30% (+$248.3K) YoY -7.63% (-$50.6K)
Cigna Group(CIcusip125523100)	1.8K	QoQ +106.20% (+941) YoY NEW(+1.8K)	All Managers (Combined)	$601.2K	0.1% ($601.2K/$1.0B)	QoQ +145.82% (+$356.6K) YoY NEW(+$601.2K)
(cusip46436F103)✕	19.2K	QoQ -19.73% (-4.7K) YoY -80.33% (-78.6K)	All Managers (Combined)	$599.6K	0.1% ($599.6K/$1.0B)	QoQ -4.39% (-$27.6K) YoY -72.35% (-$1.6M)
METTLER TOLEDO INTERNATIONAL INC/(MTDcusip592688105)	507	QoQ +0.79% (-4) YoY NEW(+507)	All Managers (Combined)	$598.1K	0.1% ($598.1K/$1.0B)	QoQ -2.72% (-$16.8K) YoY NEW(+$598.1K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$597.5K	0.1% ($597.5K/$1.0B)	QoQ NEW(+$597.5K) YoY NEW(+$597.5K)
NEXTERA ENERGY INC(NEEcusip65339F101)	8.4K	QoQ +1.56% (+130) YoY +62.82% (+3.2K)	All Managers (Combined)	$596.4K	0.1% ($596.4K/$1.0B)	QoQ +0.43% (+$2.6K) YoY +80.59% (+$266.2K)
(cusip46138E362)✕	11.8K	QoQ NEW(+11.8K) YoY NEW(+11.8K)	All Managers (Combined)	$591.2K	0.1% ($591.2K/$1.0B)	QoQ NEW(+$591.2K) YoY NEW(+$591.2K)
(cusip464288281)✕	6.5K	QoQ +4.24% (+263) YoY +2.42% (+153)	All Managers (Combined)	$585.6K	0.1% ($585.6K/$1.0B)	QoQ +5.76% (+$31.9K) YoY +3.47% (+$19.6K)
AMGEN INC(AMGNcusip031162100)	1.9K	QoQ -0.63% (-12) YoY NEW(+1.9K)	All Managers (Combined)	$582.3K	0.1% ($582.3K/$1.0B)	QoQ +18.76% (-$92.0K) YoY NEW(+$582.3K)
NETFLIX INC(NFLXcusip64110L106)	622	QoQ -21.36% (-169) YoY -29.55% (-261)	All Managers (Combined)	$580.5K	0.1% ($580.5K/$1.0B)	QoQ -17.68% (-$124.7K) YoY +8.22% (-$44.1K)
(cusip33740F755)✕	19.5K	QoQ +50.83% (+6.6K) YoY +62.92% (+7.5K)	All Managers (Combined)	$578.3K	0.1% ($578.3K/$1.0B)	QoQ +46.97% (+$184.8K) YoY +73.00% (+$244.0K)
FISERV INC(FIcusip337738108)	2.6K	QoQ -35.92% (-1.4K) YoY NEW(+2.6K)	All Managers (Combined)	$566.8K	0.1% ($566.8K/$1.0B)	QoQ -31.12% (-$256.1K) YoY NEW(+$566.8K)
(DGROcusip46434V621)	9.2K	QoQ +3.89% (+344) YoY -71.26% (-22.7K)	All Managers (Combined)	$566.3K	0.1% ($566.3K/$1.0B)	QoQ +4.64% (+$25.2K) YoY -69.42% (-$1.3M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	4.6K	QoQ -5.55% (-273) YoY NEW(+4.6K)	All Managers (Combined)	$564.8K	0.1% ($564.8K/$1.0B)	QoQ -4.79% (-$28.5K) YoY NEW(+$564.8K)
(IWScusip464287473)	4.5K	QoQ +6.95% (+291) YoY -40.99% (-3.1K)	All Managers (Combined)	$563.6K	0.1% ($563.6K/$1.0B)	QoQ +4.16% (+$22.5K) YoY -40.69% (-$386.7K)