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",
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  "ROK",
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
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  "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:

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GARTNER INC

IT|366651107

Shares:743

Value:$311.8K

% of Portfolio:0.0% ($311.8K/$1.0B)

464287150

ITOT|464287150

Shares:2.5K

Value:$309.9K

% of Portfolio:0.0% ($309.9K/$1.0B)

45783Y251

Shares:11.5K

Value:$308.5K

% of Portfolio:0.0% ($308.5K/$1.0B)

92206C664

VTWO|92206C664

Shares:3.8K

Value:$307.6K

% of Portfolio:0.0% ($307.6K/$1.0B)

00888H877

Shares:9.6K

Value:$302.2K

% of Portfolio:0.0% ($302.2K/$1.0B)

464288646

Shares:5.8K

Value:$302.1K

% of Portfolio:0.0% ($302.1K/$1.0B)

464287440

IEF|464287440

Shares:3.2K

Value:$301.5K

% of Portfolio:0.0% ($301.5K/$1.0B)

Merck & Co., Inc.

MRK|58933Y105

Shares:3.3K

Value:$300.1K

% of Portfolio:0.0% ($300.1K/$1.0B)

33740U570

Shares:9.5K

Value:$296.8K

% of Portfolio:0.0% ($296.8K/$1.0B)

922042742

VT|922042742

Shares:2.6K

Value:$296.6K

% of Portfolio:0.0% ($296.6K/$1.0B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:6.4K

Value:$292.3K

% of Portfolio:0.0% ($292.3K/$1.0B)

33740F847

Shares:6.3K

Value:$291.9K

% of Portfolio:0.0% ($291.9K/$1.0B)

33740F425

Shares:8.2K

Value:$291.2K

% of Portfolio:0.0% ($291.2K/$1.0B)

37960A529

Shares:6.3K

Value:$290.9K

% of Portfolio:0.0% ($290.9K/$1.0B)

808524805

SCHF|808524805

Shares:14.6K

Value:$289.1K

% of Portfolio:0.0% ($289.1K/$1.0B)

381430529

Shares:2.8K

Value:$285.2K

% of Portfolio:0.0% ($285.2K/$1.0B)

316092782

Shares:4.7K

Value:$280.3K

% of Portfolio:0.0% ($280.3K/$1.0B)

464287101

Shares:1.0K

Value:$278.8K

% of Portfolio:0.0% ($278.8K/$1.0B)

33740F730

Shares:7.0K

Value:$276.6K

% of Portfolio:0.0% ($276.6K/$1.0B)

45783Y855

Shares:8.8K

Value:$275.2K

% of Portfolio:0.0% ($275.2K/$1.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
GARTNER INC(ITcusip366651107)	743	QoQ +0.26% (-2) YoY NEW(+743)	All Managers (Combined)	$311.8K	0.0% ($311.8K/$1.0B)	QoQ -13.12% (-$47.1K) YoY NEW(+$311.8K)
(ITOTcusip464287150)	2.5K	QoQ -64.97% (-4.7K) YoY -68.71% (-5.6K)	All Managers (Combined)	$309.9K	0.0% ($309.9K/$1.0B)	QoQ -66.77% (-$622.8K) YoY -66.90% (-$626.3K)
(cusip45783Y251)✕	11.5K	QoQ -14.83% (-2.0K) YoY NEW(+11.5K)	All Managers (Combined)	$308.5K	0.0% ($308.5K/$1.0B)	QoQ -15.70% (-$57.5K) YoY NEW(+$308.5K)
(VTWOcusip92206C664)	3.8K	QoQ -16.39% (-748) YoY -32.49% (-1.8K)	All Managers (Combined)	$307.6K	0.0% ($307.6K/$1.0B)	QoQ -24.51% (-$99.9K) YoY -36.00% (-$173.0K)
(cusip00888H877)✕	9.6K	QoQ NEW(+9.6K) YoY NEW(+9.6K)	All Managers (Combined)	$302.2K	0.0% ($302.2K/$1.0B)	QoQ NEW(+$302.2K) YoY NEW(+$302.2K)
(cusip464288646)✕	5.8K	QoQ -28.26% (-2.3K) YoY NEW(+5.8K)	All Managers (Combined)	$302.1K	0.0% ($302.1K/$1.0B)	QoQ -27.33% (-$113.6K) YoY NEW(+$302.1K)
(IEFcusip464287440)	3.2K	QoQ +0.03% (+1) YoY +6.61% (+196)	All Managers (Combined)	$301.5K	0.0% ($301.5K/$1.0B)	QoQ +3.20% (+$9.4K) YoY +7.43% (+$20.9K)
Merck & Co., Inc.(MRKcusip58933Y105)	3.3K	QoQ +12.48% (+371) YoY -8.03% (-292)	All Managers (Combined)	$300.1K	0.0% ($300.1K/$1.0B)	QoQ +0.61% (+$1.8K) YoY -37.43% (-$179.5K)
(cusip33740U570)✕	9.5K	QoQ -3.47% (-341) YoY NEW(+9.5K)	All Managers (Combined)	$296.8K	0.0% ($296.8K/$1.0B)	QoQ -3.88% (-$12.0K) YoY NEW(+$296.8K)
(VTcusip922042742)	2.6K	QoQ -0.31% (-8) YoY NEW(+2.6K)	All Managers (Combined)	$296.6K	0.0% ($296.6K/$1.0B)	QoQ -1.61% (-$4.9K) YoY NEW(+$296.6K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	6.4K	QoQ -11.49% (-837) YoY -25.00% (-2.1K)	All Managers (Combined)	$292.3K	0.0% ($292.3K/$1.0B)	QoQ +0.38% (-$1.1K) YoY -18.92% (-$68.2K)
(cusip33740F847)✕	6.3K	QoQ 0.00% (-0) YoY NEW(+6.3K)	All Managers (Combined)	$291.9K	0.0% ($291.9K/$1.0B)	QoQ -2.40% (-$7.2K) YoY NEW(+$291.9K)
(cusip33740F425)✕	8.2K	QoQ 0.00% (-0) YoY NEW(+8.2K)	All Managers (Combined)	$291.2K	0.0% ($291.2K/$1.0B)	QoQ -0.45% (-$1.3K) YoY NEW(+$291.2K)
(cusip37960A529)✕	6.3K	QoQ NEW(+6.3K) YoY NEW(+6.3K)	All Managers (Combined)	$290.9K	0.0% ($290.9K/$1.0B)	QoQ NEW(+$290.9K) YoY NEW(+$290.9K)
(SCHFcusip808524805)	14.6K	QoQ +0.89% (+130) YoY +35.03% (-3.8K)	All Managers (Combined)	$289.1K	0.0% ($289.1K/$1.0B)	QoQ +7.87% (+$21.1K) YoY -31.54% (-$133.3K)
(cusip381430529)✕	2.8K	QoQ -56.69% (-3.7K) YoY -62.31% (-4.7K)	All Managers (Combined)	$285.2K	0.0% ($285.2K/$1.0B)	QoQ -56.75% (-$374.3K) YoY -62.57% (-$476.9K)
(cusip316092782)✕	4.7K	QoQ -7.00% (-354) YoY -26.43% (-1.7K)	All Managers (Combined)	$280.3K	0.0% ($280.3K/$1.0B)	QoQ -9.92% (-$30.9K) YoY -23.15% (-$84.4K)
(cusip464287101)✕	1.0K	QoQ -34.74% (-548) YoY -29.71% (-435)	All Managers (Combined)	$278.8K	0.0% ($278.8K/$1.0B)	QoQ -38.80% (-$176.8K) YoY -23.03% (-$83.4K)
(cusip33740F730)✕	7.0K	QoQ -35.39% (-3.8K) YoY NEW(+7.0K)	All Managers (Combined)	$276.6K	0.0% ($276.6K/$1.0B)	QoQ -37.20% (-$163.9K) YoY NEW(+$276.6K)
(cusip45783Y855)✕	8.8K	QoQ +17.24% (+1.3K) YoY NEW(+8.8K)	All Managers (Combined)	$275.2K	0.0% ($275.2K/$1.0B)	QoQ +17.09% (+$40.2K) YoY NEW(+$275.2K)