Signal-Advisors-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "SE",
  null,
  "POOL",
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
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  "T",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "CAT",
  "AVGO",
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  null,
  null,
  "AVEM",
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  "ICFI",
  null,
  null,
  null,
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  null,
  null,
  null,
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  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
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  "MCD",
  null,
  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  "GEVO",
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  null,
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  "ITW",
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  null,
  "ICE",
  null,
  null,
  "MUB",
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  "IVW",
  null,
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  "IJH",
  null,
  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,
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  "ORLY",
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  null,
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  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
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  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,
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  null,
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  "SPYG",
  null,
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  "SPLG",
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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,
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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,
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  null,
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  "CBRE",
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  "C",
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  "DE",
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  "RSP",
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  "NEE",
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  "QQQ",
  null,
  "DIS",
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  "GOOG",
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  "LLY",
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  null,
  "MO",
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  "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 18 of 22

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46137V837

Shares:3.6K

Value:$355.7K

% of Portfolio:0.0% ($355.7K/$1.0B)

DEVON ENERGY CORP/DE

DVN|25179M103

Shares:9.5K

Value:$353.9K

% of Portfolio:0.0% ($353.9K/$1.0B)

33740U588

Shares:11.0K

Value:$347.2K

% of Portfolio:0.0% ($347.2K/$1.0B)

FAIR ISAAC CORP

FICO|303250104

Shares:187

Value:$344.8K

% of Portfolio:0.0% ($344.8K/$1.0B)

00888H794

Shares:11.5K

Value:$344.5K

% of Portfolio:0.0% ($344.5K/$1.0B)

45784N502

Shares:14.3K

Value:$341.3K

% of Portfolio:0.0% ($341.3K/$1.0B)

NIKE, Inc.

NKE|654106103

Shares:5.3K

Value:$338.1K

% of Portfolio:0.0% ($338.1K/$1.0B)

46137V233

Shares:7.3K

Value:$338.0K

% of Portfolio:0.0% ($338.0K/$1.0B)

IDEX CORP /DE/

IEX|45167R104

Shares:1.8K

Value:$334.4K

% of Portfolio:0.0% ($334.4K/$1.0B)

92204A504

VHT|92204A504

Shares:1.3K

Value:$330.9K

% of Portfolio:0.0% ($330.9K/$1.0B)

33740U778

Shares:13.9K

Value:$330.5K

% of Portfolio:0.0% ($330.5K/$1.0B)

Coca-Cola Consolidated, Inc.

COKE|191098102

Shares:241

Value:$325.6K

% of Portfolio:0.0% ($325.6K/$1.0B)

DONALDSON Co INC

DCI|257651109

Shares:4.8K

Value:$324.8K

% of Portfolio:0.0% ($324.8K/$1.0B)

921946885

Shares:5.1K

Value:$324.5K

% of Portfolio:0.0% ($324.5K/$1.0B)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:723

Value:$323.2K

% of Portfolio:0.0% ($323.2K/$1.0B)

464287846

Shares:2.4K

Value:$321.8K

% of Portfolio:0.0% ($321.8K/$1.0B)

PULTEGROUP INC/MI/

PHM|745867101

Shares:3.1K

Value:$321.3K

% of Portfolio:0.0% ($321.3K/$1.0B)

12532H104

Shares:3.2K

Value:$319.6K

% of Portfolio:0.0% ($319.6K/$1.0B)

464287507

IJH|464287507

Shares:5.4K

Value:$316.1K

% of Portfolio:0.0% ($316.1K/$1.0B)

Aon plc

AON|G0403H108

Shares:786

Value:$313.7K

% of Portfolio:0.0% ($313.7K/$1.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46137V837)✕	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$355.7K	0.0% ($355.7K/$1.0B)	QoQ NEW(+$355.7K) YoY NEW(+$355.7K)
DEVON ENERGY CORP/DE(DVNcusip25179M103)	9.5K	QoQ +11.64% (+987) YoY NEW(+9.5K)	All Managers (Combined)	$353.9K	0.0% ($353.9K/$1.0B)	QoQ +27.57% (+$76.5K) YoY NEW(+$353.9K)
(cusip33740U588)✕	11.0K	QoQ -11.42% (-1.4K) YoY NEW(+11.0K)	All Managers (Combined)	$347.2K	0.0% ($347.2K/$1.0B)	QoQ -12.25% (-$48.5K) YoY NEW(+$347.2K)
FAIR ISAAC CORP(FICOcusip303250104)	187	QoQ +5.05% (-9) YoY NEW(+187)	All Managers (Combined)	$344.8K	0.0% ($344.8K/$1.0B)	QoQ -2.69% (-$9.5K) YoY NEW(+$344.8K)
(cusip00888H794)✕	11.5K	QoQ NEW(+11.5K) YoY NEW(+11.5K)	All Managers (Combined)	$344.5K	0.0% ($344.5K/$1.0B)	QoQ NEW(+$344.5K) YoY NEW(+$344.5K)
(cusip45784N502)✕	14.3K	QoQ +38.79% (+4.0K) YoY NEW(+14.3K)	All Managers (Combined)	$341.3K	0.0% ($341.3K/$1.0B)	QoQ +29.11% (+$77.0K) YoY NEW(+$341.3K)
NIKE, Inc.(NKEcusip654106103)	5.3K	QoQ -1.64% (-89) YoY -4.92% (-276)	All Managers (Combined)	$338.1K	0.0% ($338.1K/$1.0B)	QoQ -17.91% (-$73.8K) YoY -35.77% (-$188.3K)
(cusip46137V233)✕	7.3K	QoQ NEW(+7.3K) YoY NEW(+7.3K)	All Managers (Combined)	$338.0K	0.0% ($338.0K/$1.0B)	QoQ NEW(+$338.0K) YoY NEW(+$338.0K)
IDEX CORP /DE/(IEXcusip45167R104)	1.8K	QoQ +1.42% (-26) YoY NEW(+1.8K)	All Managers (Combined)	$334.4K	0.0% ($334.4K/$1.0B)	QoQ -12.30% (-$46.9K) YoY NEW(+$334.4K)
(VHTcusip92204A504)	1.3K	QoQ +31.71% (+301) YoY NEW(+1.3K)	All Managers (Combined)	$330.9K	0.0% ($330.9K/$1.0B)	QoQ +37.43% (+$90.1K) YoY NEW(+$330.9K)
(cusip33740U778)✕	13.9K	QoQ +7.44% (+963) YoY NEW(+13.9K)	All Managers (Combined)	$330.5K	0.0% ($330.5K/$1.0B)	QoQ +4.32% (+$13.7K) YoY NEW(+$330.5K)
Coca-Cola Consolidated, Inc.(COKEcusip191098102)	241	QoQ +9.54% (+21) YoY NEW(+241)	All Managers (Combined)	$325.6K	0.0% ($325.6K/$1.0B)	QoQ +17.43% (+$48.4K) YoY NEW(+$325.6K)
DONALDSON Co INC(DCIcusip257651109)	4.8K	QoQ +2.84% (+134) YoY NEW(+4.8K)	All Managers (Combined)	$324.8K	0.0% ($324.8K/$1.0B)	QoQ +2.41% (+$7.7K) YoY NEW(+$324.8K)
(cusip921946885)✕	5.1K	QoQ -3.06% (-160) YoY NEW(+5.1K)	All Managers (Combined)	$324.5K	0.0% ($324.5K/$1.0B)	QoQ -1.46% (-$4.8K) YoY NEW(+$324.5K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	723	QoQ -28.48% (-288) YoY +35.90% (+191)	All Managers (Combined)	$323.2K	0.0% ($323.2K/$1.0B)	QoQ -34.22% (-$168.2K) YoY +33.47% (+$81.1K)
(cusip464287846)✕	2.4K	QoQ -19.72% (-581) YoY NEW(+2.4K)	All Managers (Combined)	$321.8K	0.0% ($321.8K/$1.0B)	QoQ -23.62% (-$99.6K) YoY NEW(+$321.8K)
PULTEGROUP INC/MI/(PHMcusip745867101)	3.1K	QoQ +5.46% (-162) YoY NEW(+3.1K)	All Managers (Combined)	$321.3K	0.0% ($321.3K/$1.0B)	QoQ -0.63% (-$2.0K) YoY NEW(+$321.3K)
(cusip12532H104)✕	3.2K	QoQ +1.42% (-45) YoY NEW(+3.2K)	All Managers (Combined)	$319.6K	0.0% ($319.6K/$1.0B)	QoQ -7.42% (-$25.6K) YoY NEW(+$319.6K)
(IJHcusip464287507)	5.4K	QoQ +35.01% (+1.4K) YoY -50.62% (-5.6K)	All Managers (Combined)	$316.1K	0.0% ($316.1K/$1.0B)	QoQ +26.41% (+$66.1K) YoY -52.56% (-$350.4K)
Aon plc(AONcusipG0403H108)	786	QoQ -0.50% (-4) YoY +4.93% (+37)	All Managers (Combined)	$313.7K	0.0% ($313.7K/$1.0B)	QoQ +10.55% (-$30.0K) YoY +25.50% (+$63.8K)