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

Page 21 of 22

Sort by:

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:5.6K

Value:$228.7K

% of Portfolio:0.0% ($228.7K/$1.0B)

Eaton Corp plc

ETN|G29183103

Shares:841

Value:$228.5K

% of Portfolio:0.0% ($228.5K/$1.0B)

92204A108

Shares:693

Value:$225.7K

% of Portfolio:0.0% ($225.7K/$1.0B)

33739Q200

Shares:4.6K

Value:$225.3K

% of Portfolio:0.0% ($225.3K/$1.0B)

APPLIED INDUSTRIAL TECHNOLOGIES INC

AIT|03820C105

Shares:1.0K

Value:$225.3K

% of Portfolio:0.0% ($225.3K/$1.0B)

464288596

Shares:2.2K

Value:$224.0K

% of Portfolio:0.0% ($224.0K/$1.0B)

PFIZER INC

PFE|717081103

Shares:8.8K

Value:$223.6K

% of Portfolio:0.0% ($223.6K/$1.0B)

46140H106

Shares:8.4K

Value:$221.9K

% of Portfolio:0.0% ($221.9K/$1.0B)

233051630

Shares:8.1K

Value:$220.6K

% of Portfolio:0.0% ($220.6K/$1.0B)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:852

Value:$220.3K

% of Portfolio:0.0% ($220.3K/$1.0B)

33740U679

Shares:6.6K

Value:$219.5K

% of Portfolio:0.0% ($219.5K/$1.0B)

78464A649

Shares:8.5K

Value:$217.4K

% of Portfolio:0.0% ($217.4K/$1.0B)

464287671

IUSG|464287671

Shares:1.7K

Value:$217.0K

% of Portfolio:0.0% ($217.0K/$1.0B)

464289479

Shares:4.3K

Value:$216.4K

% of Portfolio:0.0% ($216.4K/$1.0B)

82889N657

Shares:9.8K

Value:$215.5K

% of Portfolio:0.0% ($215.5K/$1.0B)

45782C730

Shares:6.4K

Value:$212.2K

% of Portfolio:0.0% ($212.2K/$1.0B)

33740F763

Shares:4.3K

Value:$211.2K

% of Portfolio:0.0% ($211.2K/$1.0B)

78464A474

Shares:6.9K

Value:$207.8K

% of Portfolio:0.0% ($207.8K/$1.0B)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:405

Value:$207.2K

% of Portfolio:0.0% ($207.2K/$1.0B)

33740F805

Shares:4.7K

Value:$207.0K

% of Portfolio:0.0% ($207.0K/$1.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	5.6K	QoQ +0.92% (-51) YoY NEW(+5.6K)	All Managers (Combined)	$228.7K	0.0% ($228.7K/$1.0B)	QoQ -4.24% (-$10.2K) YoY NEW(+$228.7K)
Eaton Corp plc(ETNcusipG29183103)	841	QoQ -6.13% (-55) YoY NEW(+841)	All Managers (Combined)	$228.5K	0.0% ($228.5K/$1.0B)	QoQ -23.10% (-$68.7K) YoY NEW(+$228.5K)
(cusip92204A108)✕	693	QoQ 0.00% (-0) YoY NEW(+693)	All Managers (Combined)	$225.7K	0.0% ($225.7K/$1.0B)	QoQ -13.26% (-$34.5K) YoY NEW(+$225.7K)
(cusip33739Q200)✕	4.6K	QoQ -37.70% (-2.8K) YoY -59.30% (-6.7K)	All Managers (Combined)	$225.3K	0.0% ($225.3K/$1.0B)	QoQ -37.08% (-$132.8K) YoY -58.54% (-$318.2K)
APPLIED INDUSTRIAL TECHNOLOGIES INC(AITcusip03820C105)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$225.3K	0.0% ($225.3K/$1.0B)	QoQ NEW(+$225.3K) YoY NEW(+$225.3K)
(cusip464288596)✕	2.2K	QoQ -26.31% (-768) YoY NEW(+2.2K)	All Managers (Combined)	$224.0K	0.0% ($224.0K/$1.0B)	QoQ -24.93% (-$74.4K) YoY NEW(+$224.0K)
PFIZER INC(PFEcusip717081103)	8.8K	QoQ +16.62% (+1.3K) YoY +5.58% (-467)	All Managers (Combined)	$223.6K	0.0% ($223.6K/$1.0B)	QoQ +11.39% (+$22.9K) YoY -3.58% (-$8.3K)
(cusip46140H106)✕	8.4K	QoQ -7.41% (-675) YoY NEW(+8.4K)	All Managers (Combined)	$221.9K	0.0% ($221.9K/$1.0B)	QoQ -8.28% (-$20.1K) YoY NEW(+$221.9K)
(cusip233051630)✕	8.1K	QoQ NEW(+8.1K) YoY -24.91% (-2.7K)	All Managers (Combined)	$220.6K	0.0% ($220.6K/$1.0B)	QoQ NEW(+$220.6K) YoY -17.39% (-$46.5K)
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	852	QoQ -9.93% (-94) YoY +2.40% (-20)	All Managers (Combined)	$220.3K	0.0% ($220.3K/$1.0B)	QoQ -18.49% (-$50.0K) YoY -9.12% (-$22.1K)
(cusip33740U679)✕	6.6K	QoQ NEW(+6.6K) YoY NEW(+6.6K)	All Managers (Combined)	$219.5K	0.0% ($219.5K/$1.0B)	QoQ NEW(+$219.5K) YoY NEW(+$219.5K)
(cusip78464A649)✕	8.5K	QoQ NEW(+8.5K) YoY NEW(+8.5K)	All Managers (Combined)	$217.4K	0.0% ($217.4K/$1.0B)	QoQ NEW(+$217.4K) YoY NEW(+$217.4K)
(IUSGcusip464287671)	1.7K	QoQ NEW(+1.7K) YoY -93.73% (-25.6K)	All Managers (Combined)	$217.0K	0.0% ($217.0K/$1.0B)	QoQ NEW(+$217.0K) YoY -93.21% (-$3.0M)
(cusip464289479)✕	4.3K	QoQ NEW(+4.3K) YoY -26.61% (-1.6K)	All Managers (Combined)	$216.4K	0.0% ($216.4K/$1.0B)	QoQ NEW(+$216.4K) YoY -28.21% (-$85.0K)
(cusip82889N657)✕	9.8K	QoQ NEW(+9.8K) YoY NEW(+9.8K)	All Managers (Combined)	$215.5K	0.0% ($215.5K/$1.0B)	QoQ NEW(+$215.5K) YoY NEW(+$215.5K)
(cusip45782C730)✕	6.4K	QoQ 0.00% (-0) YoY NEW(+6.4K)	All Managers (Combined)	$212.2K	0.0% ($212.2K/$1.0B)	QoQ -1.98% (-$4.3K) YoY NEW(+$212.2K)
(cusip33740F763)✕	4.3K	QoQ NEW(+4.3K) YoY NEW(+4.3K)	All Managers (Combined)	$211.2K	0.0% ($211.2K/$1.0B)	QoQ NEW(+$211.2K) YoY NEW(+$211.2K)
(cusip78464A474)✕	6.9K	QoQ NEW(+6.9K) YoY NEW(+6.9K)	All Managers (Combined)	$207.8K	0.0% ($207.8K/$1.0B)	QoQ NEW(+$207.8K) YoY NEW(+$207.8K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	405	QoQ NEW(+405) YoY NEW(+405)	All Managers (Combined)	$207.2K	0.0% ($207.2K/$1.0B)	QoQ NEW(+$207.2K) YoY NEW(+$207.2K)
(cusip33740F805)✕	4.7K	QoQ -77.18% (-16.0K) YoY -88.03% (-34.7K)	All Managers (Combined)	$207.0K	0.0% ($207.0K/$1.0B)	QoQ -76.71% (-$682.2K) YoY -87.96% (-$1.5M)