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

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33738R688

Shares:22.1K

Value:$381.8K

% of Portfolio:0.0% ($381.8K/$1.0B)

464287168

DVY|464287168

Shares:2.8K

Value:$381.7K

% of Portfolio:0.0% ($381.7K/$1.0B)

33739Q408

Shares:6.4K

Value:$381.1K

% of Portfolio:0.0% ($381.1K/$1.0B)

46432F396

MTUM|46432F396

Shares:1.9K

Value:$376.0K

% of Portfolio:0.0% ($376.0K/$1.0B)

33740U786

Shares:10.2K

Value:$375.9K

% of Portfolio:0.0% ($375.9K/$1.0B)

33738R407

Shares:19.9K

Value:$375.9K

% of Portfolio:0.0% ($375.9K/$1.0B)

SEMPRA

SRE|816851109

Shares:5.2K

Value:$373.4K

% of Portfolio:0.0% ($373.4K/$1.0B)

46137V241

Shares:5.6K

Value:$370.2K

% of Portfolio:0.0% ($370.2K/$1.0B)

ALTRIA GROUP, INC.

MO|02209S103

Shares:6.2K

Value:$369.3K

% of Portfolio:0.0% ($369.3K/$1.0B)

HENRY SCHEIN INC

HSIC|806407102

Shares:5.4K

Value:$367.0K

% of Portfolio:0.0% ($367.0K/$1.0B)

ANSYS INC

ANSS|03662Q105

Shares:1.2K

Value:$366.4K

% of Portfolio:0.0% ($366.4K/$1.0B)

GENERAL MILLS INC

GIS|370334104

Shares:6.1K

Value:$363.5K

% of Portfolio:0.0% ($363.5K/$1.0B)

CINTAS CORP

CTAS|172908105

Shares:1.8K

Value:$363.5K

% of Portfolio:0.0% ($363.5K/$1.0B)

AbbVie Inc.

ABBV|00287Y109

Shares:1.7K

Value:$363.2K

% of Portfolio:0.0% ($363.2K/$1.0B)

RESMED INC

RMD|761152107

Shares:1.6K

Value:$362.8K

% of Portfolio:0.0% ($362.8K/$1.0B)

30151E624

Shares:17.4K

Value:$362.5K

% of Portfolio:0.0% ($362.5K/$1.0B)

Blackstone Inc.

BX|09260D107

Shares:2.6K

Value:$358.3K

% of Portfolio:0.0% ($358.3K/$1.0B)

ABBOTT LABORATORIES

ABT|002824100

Shares:2.7K

Value:$357.3K

% of Portfolio:0.0% ($357.3K/$1.0B)

SOUTHERN CO

SO|842587107

Shares:3.9K

Value:$356.7K

% of Portfolio:0.0% ($356.7K/$1.0B)

921910816

MGK|921910816

Shares:1.2K

Value:$356.2K

% of Portfolio:0.0% ($356.2K/$1.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33738R688)✕	22.1K	QoQ NEW(+22.1K) YoY NEW(+22.1K)	All Managers (Combined)	$381.8K	0.0% ($381.8K/$1.0B)	QoQ NEW(+$381.8K) YoY NEW(+$381.8K)
(DVYcusip464287168)	2.8K	QoQ -0.69% (-20) YoY NEW(+2.8K)	All Managers (Combined)	$381.7K	0.0% ($381.7K/$1.0B)	QoQ +1.56% (-$5.9K) YoY NEW(+$381.7K)
(cusip33739Q408)✕	6.4K	QoQ -10.89% (-779) YoY +85.14% (+2.9K)	All Managers (Combined)	$381.1K	0.0% ($381.1K/$1.0B)	QoQ -10.78% (-$46.1K) YoY +85.83% (+$176.0K)
(MTUMcusip46432F396)	1.9K	QoQ -0.10% (-2) YoY -19.55% (-452)	All Managers (Combined)	$376.0K	0.0% ($376.0K/$1.0B)	QoQ -2.40% (-$9.3K) YoY -13.18% (-$57.1K)
(cusip33740U786)✕	10.2K	QoQ -15.07% (-1.8K) YoY -54.52% (-12.2K)	All Managers (Combined)	$375.9K	0.0% ($375.9K/$1.0B)	QoQ -16.22% (-$72.8K) YoY -52.53% (-$416.2K)
(cusip33738R407)✕	19.9K	QoQ NEW(+19.9K) YoY NEW(+19.9K)	All Managers (Combined)	$375.9K	0.0% ($375.9K/$1.0B)	QoQ NEW(+$375.9K) YoY NEW(+$375.9K)
SEMPRA(SREcusip816851109)	5.2K	QoQ NEW(+5.2K) YoY NEW(+5.2K)	All Managers (Combined)	$373.4K	0.0% ($373.4K/$1.0B)	QoQ NEW(+$373.4K) YoY NEW(+$373.4K)
(cusip46137V241)✕	5.6K	QoQ -12.89% (-826) YoY NEW(+5.6K)	All Managers (Combined)	$370.2K	0.0% ($370.2K/$1.0B)	QoQ -13.78% (-$59.2K) YoY NEW(+$370.2K)
ALTRIA GROUP, INC.(MOcusip02209S103)	6.2K	QoQ +52.47% (+2.1K) YoY +22.39% (+1.1K)	All Managers (Combined)	$369.3K	0.0% ($369.3K/$1.0B)	QoQ +70.92% (+$153.3K) YoY +68.41% (+$150.0K)
HENRY SCHEIN INC(HSICcusip806407102)	5.4K	QoQ -0.42% (-23) YoY NEW(+5.4K)	All Managers (Combined)	$367.0K	0.0% ($367.0K/$1.0B)	QoQ -1.44% (-$5.4K) YoY NEW(+$367.0K)
ANSYS INC(ANSScusip03662Q105)	1.2K	QoQ +1.31% (-15) YoY NEW(+1.2K)	All Managers (Combined)	$366.4K	0.0% ($366.4K/$1.0B)	QoQ -4.92% (-$19.0K) YoY NEW(+$366.4K)
GENERAL MILLS INC(GIScusip370334104)	6.1K	QoQ +1.33% (-80) YoY NEW(+6.1K)	All Managers (Combined)	$363.5K	0.0% ($363.5K/$1.0B)	QoQ -4.99% (-$19.1K) YoY NEW(+$363.5K)
CINTAS CORP(CTAScusip172908105)	1.8K	QoQ +9.67% (+156) YoY NEW(+1.8K)	All Managers (Combined)	$363.5K	0.0% ($363.5K/$1.0B)	QoQ +23.42% (+$69.0K) YoY NEW(+$363.5K)
AbbVie Inc.(ABBVcusip00287Y109)	1.7K	QoQ +5.54% (+91) YoY -5.04% (-92)	All Managers (Combined)	$363.2K	0.0% ($363.2K/$1.0B)	QoQ +24.50% (+$71.5K) YoY +9.28% (-$30.9K)
RESMED INC(RMDcusip761152107)	1.6K	QoQ +0.62% (-10) YoY NEW(+1.6K)	All Managers (Combined)	$362.8K	0.0% ($362.8K/$1.0B)	QoQ -1.49% (-$5.5K) YoY NEW(+$362.8K)
(cusip30151E624)✕	17.4K	QoQ -2.79% (-500) YoY -84.40% (-94.0K)	All Managers (Combined)	$362.5K	0.0% ($362.5K/$1.0B)	QoQ -0.26% (-$954) YoY -84.12% (-$1.9M)
Blackstone Inc.(BXcusip09260D107)	2.6K	QoQ -0.50% (-13) YoY -2.13% (-56)	All Managers (Combined)	$358.3K	0.0% ($358.3K/$1.0B)	QoQ -19.32% (-$85.9K) YoY +4.14% (-$14.3K)
ABBOTT LABORATORIES(ABTcusip002824100)	2.7K	QoQ -26.13% (-953) YoY -22.83% (-797)	All Managers (Combined)	$357.3K	0.0% ($357.3K/$1.0B)	QoQ -13.37% (-$55.2K) YoY -9.93% (-$39.4K)
SOUTHERN CO(SOcusip842587107)	3.9K	QoQ -2.65% (-106) YoY -3.45% (-139)	All Managers (Combined)	$356.7K	0.0% ($356.7K/$1.0B)	QoQ +8.73% (-$28.7K) YoY +23.74% (-$68.4K)
(MGKcusip921910816)	1.2K	QoQ +55.39% (+411) YoY NEW(+1.2K)	All Managers (Combined)	$356.2K	0.0% ($356.2K/$1.0B)	QoQ +39.76% (+$101.3K) YoY NEW(+$356.2K)