Signal-Advisors-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "SE",
  null,
  "POOL",
  null,
  "ATR",
  "MU",
  null,
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  "A",
  null,
  null,
  null,
  null,
  "GOOGL",
  null,
  null,
  null,
  null,
  "AXP",
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  "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",
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  "MCD",
  null,
  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  "GEVO",
  null,
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  null,
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  "ITW",
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  null,
  "ICE",
  null,
  null,
  "MUB",
  null,
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  null,
  null,
  null,
  null,
  null,
  "IVW",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  "IWF",
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  null,
  "PEP",
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  "SPYG",
  null,
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  null,
  null,
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  "SPLG",
  null,
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  "VO",
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  null,
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  "VCIT",
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  null,
  null,
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  "XLB",
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  null,
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  null,
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  null,
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  null,
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  null,
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  "AJG",
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  null,
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  null,
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  "LANC",
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  null,
  null,
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  "IVE",
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  null,
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  null,
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  null,
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  "DTE",
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  null,
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  "NSC",
  "SO",
  null,
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  null,
  null,
  null,
  null,
  "IXUS",
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  null,
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  null,
  null,
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  null,
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  "ESGU",
  null,
  null,
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  "BAC",
  "BRK-B",
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  null,
  null,
  "BR",
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  "CBRE",
  "CASY",
  "CHE",
  "CVX",
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  "CHD",
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  "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 • $1,022,915.288K total value

430 positions

Manager:

SEC FilingSEC DataHachi Filing

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ORACLE CORP

ORCL|68389X105

Shares:4.0K

Value:$555.3K

Intellia Therapeutics, Inc.

NTLA|45826J105

Shares:77.4K

Value:$551.5K

AT&T INC.

T|00206R102

Shares:19.5K

Value:$550.5K

69344A834

Shares:10.7K

Value:$550.2K

PAYCHEX INC

PAYX|704326107

Shares:3.5K

Value:$540.8K

78464A664

Shares:19.6K

Value:$533.0K

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:2.1K

Value:$531.1K

46428Q109

Shares:17.0K

Value:$528.0K

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:3.1K

Value:$527.9K

12811T126

Shares:21.2K

Value:$520.8K

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:360

Value:$515.0K

CHECK POINT SOFTWARE TECHNOLOGIES LTD

CHKP|M22465104

Shares:2.2K

Value:$510.4K

STEEL DYNAMICS INC

STLD|858119100

Shares:4.1K

Value:$507.1K

COMCAST CORP

CMCSA|20030N101

Shares:13.6K

Value:$502.7K

Arthur J. Gallagher & Co.

AJG|363576109

Shares:1.4K

Value:$499.9K

GENERAL ELECTRIC CO

GE|369604301

Shares:2.5K

Value:$496.3K

464287804

IJR|464287804

Shares:4.7K

Value:$495.3K

464287481

IWP|464287481

Shares:4.2K

Value:$494.1K

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:8.0K

Value:$491.5K

03073E105

Shares:1.8K

Value:$489.5K

Instrument	Shares		Other Manager	Value
ORACLE CORP(ORCLcusip68389X105)	4.0K	QoQ +1.04% (-41) YoY NEW(+4.0K)	All Managers (Combined)	$555.3K	QoQ -15.22% (-$99.8K) YoY NEW(+$555.3K)
Intellia Therapeutics, Inc.(NTLAcusip45826J105)	77.4K	QoQ +4.42% (-3.3K) YoY NEW(+77.4K)	All Managers (Combined)	$551.5K	QoQ -36.21% (-$313.1K) YoY NEW(+$551.5K)
AT&T INC.(Tcusip00206R102)	19.5K	QoQ +5.20% (+963) YoY +42.75% (+5.8K)	All Managers (Combined)	$550.5K	QoQ +30.66% (+$129.2K) YoY +129.39% (+$310.5K)
(cusip69344A834)✕	10.7K	QoQ NEW(+10.7K) YoY NEW(+10.7K)	All Managers (Combined)	$550.2K	QoQ NEW(+$550.2K) YoY NEW(+$550.2K)
PAYCHEX INC(PAYXcusip704326107)	3.5K	QoQ +1.00% (+35) YoY NEW(+3.5K)	All Managers (Combined)	$540.8K	QoQ +11.10% (+$54.1K) YoY NEW(+$540.8K)
(cusip78464A664)✕	19.6K	QoQ +4.53% (+849) YoY -20.76% (-5.1K)	All Managers (Combined)	$533.0K	QoQ +8.81% (+$43.2K) YoY -22.69% (-$156.4K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	2.1K	QoQ -15.20% (-383) YoY -16.46% (-421)	All Managers (Combined)	$531.1K	QoQ -4.09% (-$22.7K) YoY +8.75% (-$42.8K)
(cusip46428Q109)✕	17.0K	QoQ +19.69% (+2.8K) YoY +20.14% (+2.9K)	All Managers (Combined)	$528.0K	QoQ +40.87% (+$153.2K) YoY +63.66% (+$205.4K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	3.1K	QoQ -7.41% (-245) YoY NEW(+3.1K)	All Managers (Combined)	$527.9K	QoQ +7.20% (-$35.5K) YoY NEW(+$527.9K)
(cusip12811T126)✕	21.2K	QoQ NEW(+21.2K) YoY NEW(+21.2K)	All Managers (Combined)	$520.8K	QoQ NEW(+$520.8K) YoY NEW(+$520.8K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	360	QoQ -19.82% (-89) YoY NEW(+360)	All Managers (Combined)	$515.0K	QoQ -3.25% (-$17.3K) YoY NEW(+$515.0K)
CHECK POINT SOFTWARE TECHNOLOGIES LTD(CHKPcusipM22465104)	2.2K	QoQ +7.33% (+153) YoY NEW(+2.2K)	All Managers (Combined)	$510.4K	QoQ +31.03% (+$120.9K) YoY NEW(+$510.4K)
STEEL DYNAMICS INC(STLDcusip858119100)	4.1K	QoQ +0.07% (+3) YoY +53.21% (+1.4K)	All Managers (Combined)	$507.1K	QoQ +9.30% (+$43.2K) YoY +29.26% (+$114.8K)
COMCAST CORP(CMCSAcusip20030N101)	13.6K	QoQ -12.19% (-1.9K) YoY -42.29% (-10.0K)	All Managers (Combined)	$502.7K	QoQ -13.67% (-$79.6K) YoY -50.88% (-$520.8K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	1.4K	QoQ -1.09% (-16) YoY NEW(+1.4K)	All Managers (Combined)	$499.9K	QoQ +20.30% (-$84.4K) YoY NEW(+$499.9K)
GENERAL ELECTRIC CO(GEcusip369604301)	2.5K	QoQ +73.18% (+1.0K) YoY NEW(+2.5K)	All Managers (Combined)	$496.3K	QoQ +107.42% (+$257.0K) YoY NEW(+$496.3K)
(IJRcusip464287804)	4.7K	QoQ -6.47% (-328) YoY NEW(+4.7K)	All Managers (Combined)	$495.3K	QoQ -15.12% (-$88.2K) YoY NEW(+$495.3K)
(IWPcusip464287481)	4.2K	QoQ +7.51% (-294) YoY -44.83% (-3.4K)	All Managers (Combined)	$494.1K	QoQ -0.34% (-$1.7K) YoY -43.21% (-$376.1K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	8.0K	QoQ -22.17% (-2.3K) YoY -29.06% (-3.3K)	All Managers (Combined)	$491.5K	QoQ -18.87% (-$114.3K) YoY -12.28% (-$68.9K)
(cusip03073E105)✕	1.8K	QoQ -3.87% (-71) YoY NEW(+1.8K)	All Managers (Combined)	$489.5K	QoQ +18.99% (-$78.1K) YoY NEW(+$489.5K)