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",
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  "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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74933W510

Shares:194.5K

Value:$9.5M

% of Portfolio:0.9% ($9.5M/$1.0B)

78470P408

Shares:172.0K

Value:$8.7M

% of Portfolio:0.9% ($8.7M/$1.0B)

Apple Inc.

AAPL|037833100

Shares:39.0K

Value:$8.7M

% of Portfolio:0.8% ($8.7M/$1.0B)

46137V357

RSP|46137V357

Shares:49.6K

Value:$8.6M

% of Portfolio:0.8% ($8.6M/$1.0B)

74933W536

Shares:193.8K

Value:$8.5M

% of Portfolio:0.8% ($8.5M/$1.0B)

NVIDIA CORP

NVDA|67066G104

Shares:78.2K

Value:$8.5M

% of Portfolio:0.8% ($8.5M/$1.0B)

33740F623

Shares:188.4K

Value:$8.4M

% of Portfolio:0.8% ($8.4M/$1.0B)

26922B642

Shares:342.0K

Value:$7.8M

% of Portfolio:0.8% ($7.8M/$1.0B)

78463X509

Shares:196.0K

Value:$7.7M

% of Portfolio:0.8% ($7.7M/$1.0B)

33740F672

Shares:200.9K

Value:$7.7M

% of Portfolio:0.8% ($7.7M/$1.0B)

VISA INC.

V|92826C839

Shares:21.4K

Value:$7.5M

% of Portfolio:0.7% ($7.5M/$1.0B)

92206C102

VGSH|92206C102

Shares:124.9K

Value:$7.3M

% of Portfolio:0.7% ($7.3M/$1.0B)

33740F698

Shares:178.7K

Value:$7.3M

% of Portfolio:0.7% ($7.3M/$1.0B)

78463X889

SPDW|78463X889

Shares:199.5K

Value:$7.3M

% of Portfolio:0.7% ($7.3M/$1.0B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:27.9K

Value:$6.8M

% of Portfolio:0.7% ($6.8M/$1.0B)

AMAZON COM INC

AMZN|023135106

Shares:35.1K

Value:$6.7M

% of Portfolio:0.7% ($6.7M/$1.0B)

81369Y803

XLK|81369Y803

Shares:32.3K

Value:$6.7M

% of Portfolio:0.7% ($6.7M/$1.0B)

69344A206

Shares:188.1K

Value:$6.5M

% of Portfolio:0.6% ($6.5M/$1.0B)

922042858

VWO|922042858

Shares:144.1K

Value:$6.5M

% of Portfolio:0.6% ($6.5M/$1.0B)

808524797

SCHD|808524797

Shares:232.8K

Value:$6.5M

% of Portfolio:0.6% ($6.5M/$1.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip74933W510)✕	194.5K	QoQ +34.79% (+50.2K) YoY +16.56% (+27.6K)	All Managers (Combined)	$9.5M	0.9% ($9.5M/$1.0B)	QoQ +37.78% (+$2.6M) YoY +17.45% (+$1.4M)
(cusip78470P408)✕	172.0K	QoQ +6.01% (+9.8K) YoY +2918.93% (+166.3K)	All Managers (Combined)	$8.7M	0.9% ($8.7M/$1.0B)	QoQ +0.72% (+$62.5K) YoY +2974.28% (+$8.5M)
Apple Inc.(AAPLcusip037833100)	39.0K	QoQ -4.91% (-2.0K) YoY +23.95% (+7.5K)	All Managers (Combined)	$8.7M	0.8% ($8.7M/$1.0B)	QoQ -15.65% (-$1.6M) YoY +60.55% (+$3.3M)
(RSPcusip46137V357)	49.6K	QoQ +24.22% (+9.7K) YoY +636.46% (+42.8K)	All Managers (Combined)	$8.6M	0.8% ($8.6M/$1.0B)	QoQ +22.80% (+$1.6M) YoY +653.30% (+$7.4M)
(cusip74933W536)✕	193.8K	QoQ +62.51% (+74.6K) YoY +38.96% (+54.4K)	All Managers (Combined)	$8.5M	0.8% ($8.5M/$1.0B)	QoQ +67.57% (+$3.4M) YoY +38.52% (+$2.4M)
NVIDIA CORP(NVDAcusip67066G104)	78.2K	QoQ +20.65% (-13.4K) YoY +1900.05% (+74.3K)	All Managers (Combined)	$8.5M	0.8% ($8.5M/$1.0B)	QoQ -2.62% (-$228.1K) YoY +139.88% (+$4.9M)
(cusip33740F623)✕	188.4K	QoQ +12.55% (+21.0K) YoY +82.74% (+85.3K)	All Managers (Combined)	$8.4M	0.8% ($8.4M/$1.0B)	QoQ +8.75% (+$672.9K) YoY +93.05% (+$4.0M)
(cusip26922B642)✕	342.0K	QoQ +22.89% (+63.7K) YoY +261.06% (+247.3K)	All Managers (Combined)	$7.8M	0.8% ($7.8M/$1.0B)	QoQ +23.21% (+$1.5M) YoY +252.56% (+$5.6M)
(cusip78463X509)✕	196.0K	QoQ +4.02% (+7.6K) YoY +2736.27% (+189.0K)	All Managers (Combined)	$7.7M	0.8% ($7.7M/$1.0B)	QoQ +6.74% (+$487.2K) YoY +2985.48% (+$7.5M)
(cusip33740F672)✕	200.9K	QoQ +47.20% (+64.4K) YoY +1115.42% (+184.4K)	All Managers (Combined)	$7.7M	0.8% ($7.7M/$1.0B)	QoQ +43.39% (+$2.3M) YoY +1139.01% (+$7.1M)
VISA INC.(Vcusip92826C839)	21.4K	QoQ +23.06% (+4.0K) YoY +419.88% (+17.3K)	All Managers (Combined)	$7.5M	0.7% ($7.5M/$1.0B)	QoQ +36.45% (+$2.0M) YoY +552.77% (+$6.3M)
(VGSHcusip92206C102)	124.9K	QoQ +11.36% (+12.7K) YoY +67.52% (+50.4K)	All Managers (Combined)	$7.3M	0.7% ($7.3M/$1.0B)	QoQ +12.34% (+$805.4K) YoY +69.31% (+$3.0M)
(cusip33740F698)✕	178.7K	QoQ +49.29% (+59.0K) YoY +2516.23% (+171.8K)	All Managers (Combined)	$7.3M	0.7% ($7.3M/$1.0B)	QoQ +45.45% (+$2.3M) YoY +2666.43% (+$7.0M)
(SPDWcusip78463X889)	199.5K	QoQ +9.35% (+17.1K) YoY +3377.80% (+193.7K)	All Managers (Combined)	$7.3M	0.7% ($7.3M/$1.0B)	QoQ +16.66% (+$1.0M) YoY +3433.12% (+$7.1M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	27.9K	QoQ +13.14% (+3.2K) YoY +202.34% (+18.6K)	All Managers (Combined)	$6.8M	0.7% ($6.8M/$1.0B)	QoQ +15.78% (+$931.7K) YoY +270.26% (+$5.0M)
AMAZON COM INC(AMZNcusip023135106)	35.1K	QoQ +5.97% (-2.0K) YoY +71.70% (+14.7K)	All Managers (Combined)	$6.7M	0.7% ($6.7M/$1.0B)	QoQ -8.09% (-$588.6K) YoY +81.10% (+$3.0M)
(XLKcusip81369Y803)	32.3K	QoQ -1.05% (-344) YoY +75.32% (+13.9K)	All Managers (Combined)	$6.7M	0.7% ($6.7M/$1.0B)	QoQ -12.13% (-$921.8K) YoY +73.82% (+$2.8M)
(cusip69344A206)✕	188.1K	QoQ +52.16% (+64.5K) YoY NEW(+188.1K)	All Managers (Combined)	$6.5M	0.6% ($6.5M/$1.0B)	QoQ +51.33% (+$2.2M) YoY NEW(+$6.5M)
(VWOcusip922042858)	144.1K	QoQ +3.62% (+5.0K) YoY +344.28% (+111.7K)	All Managers (Combined)	$6.5M	0.6% ($6.5M/$1.0B)	QoQ +6.49% (+$398.0K) YoY +381.41% (+$5.2M)
(SCHDcusip808524797)	232.8K	QoQ -16.04% (-44.5K) YoY +364.76% (+182.7K)	All Managers (Combined)	$6.5M	0.6% ($6.5M/$1.0B)	QoQ -14.07% (-$1.1M) YoY +61.16% (+$2.5M)