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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Walmart Inc.

WMT|931142103

Shares:73.9K

Value:$6.5M

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

26922A784

Shares:145.9K

Value:$6.5M

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

032108409

Shares:154.8K

Value:$6.3M

% of Portfolio:0.6% ($6.3M/$1.0B)

33740F722

Shares:121.9K

Value:$6.1M

% of Portfolio:0.6% ($6.1M/$1.0B)

25861R402

Shares:121.8K

Value:$6.0M

% of Portfolio:0.6% ($6.0M/$1.0B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:11.4K

Value:$6.0M

% of Portfolio:0.6% ($6.0M/$1.0B)

922908751

VB|922908751

Shares:26.2K

Value:$5.8M

% of Portfolio:0.6% ($5.8M/$1.0B)

808524771

FNDX|808524771

Shares:231.3K

Value:$5.5M

% of Portfolio:0.5% ($5.5M/$1.0B)

81369Y605

Shares:106.0K

Value:$5.3M

% of Portfolio:0.5% ($5.3M/$1.0B)

37954Y483

Shares:317.0K

Value:$5.3M

% of Portfolio:0.5% ($5.3M/$1.0B)

464288588

Shares:56.1K

Value:$5.3M

% of Portfolio:0.5% ($5.3M/$1.0B)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:21.5K

Value:$5.2M

% of Portfolio:0.5% ($5.2M/$1.0B)

464287200

IVV|464287200

Shares:9.2K

Value:$5.2M

% of Portfolio:0.5% ($5.2M/$1.0B)

78464A409

SPYG|78464A409

Shares:64.0K

Value:$5.1M

% of Portfolio:0.5% ($5.1M/$1.0B)

46138J742

Shares:103.4K

Value:$5.1M

% of Portfolio:0.5% ($5.1M/$1.0B)

33740F854

Shares:125.7K

Value:$4.9M

% of Portfolio:0.5% ($4.9M/$1.0B)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:18.0K

Value:$4.6M

% of Portfolio:0.4% ($4.6M/$1.0B)

33739Q705

Shares:90.1K

Value:$4.6M

% of Portfolio:0.4% ($4.6M/$1.0B)

922908363

VOO|922908363

Shares:8.7K

Value:$4.5M

% of Portfolio:0.4% ($4.5M/$1.0B)

921937835

BND|921937835

Shares:59.8K

Value:$4.4M

% of Portfolio:0.4% ($4.4M/$1.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Walmart Inc.(WMTcusip931142103)	73.9K	QoQ +7.74% (+5.3K) YoY +183.45% (+47.8K)	All Managers (Combined)	$6.5M	0.6% ($6.5M/$1.0B)	QoQ +4.43% (+$275.8K) YoY +313.52% (+$4.9M)
(cusip26922A784)✕	145.9K	QoQ +54.34% (+51.4K) YoY +2870.26% (+141.0K)	All Managers (Combined)	$6.5M	0.6% ($6.5M/$1.0B)	QoQ +46.71% (+$2.1M) YoY +3040.85% (+$6.3M)
(cusip032108409)✕	154.8K	QoQ -46.26% (-133.3K) YoY +3.33% (+5.0K)	All Managers (Combined)	$6.3M	0.6% ($6.3M/$1.0B)	QoQ -45.87% (-$5.3M) YoY +8.35% (+$486.6K)
(cusip33740F722)✕	121.9K	QoQ +82.59% (+55.1K) YoY NEW(+121.9K)	All Managers (Combined)	$6.1M	0.6% ($6.1M/$1.0B)	QoQ +77.30% (+$2.7M) YoY NEW(+$6.1M)
(cusip25861R402)✕	121.8K	QoQ +536.69% (+102.7K) YoY NEW(+121.8K)	All Managers (Combined)	$6.0M	0.6% ($6.0M/$1.0B)	QoQ +549.27% (+$5.1M) YoY NEW(+$6.0M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	11.4K	QoQ +25.15% (+2.3K) YoY +533.07% (+9.6K)	All Managers (Combined)	$6.0M	0.6% ($6.0M/$1.0B)	QoQ +29.56% (+$1.4M) YoY +570.10% (+$5.1M)
(VBcusip922908751)	26.2K	QoQ +18.80% (+4.1K) YoY +364.44% (+20.6K)	All Managers (Combined)	$5.8M	0.6% ($5.8M/$1.0B)	QoQ +9.64% (+$510.8K) YoY +350.58% (+$4.5M)
(FNDXcusip808524771)	231.3K	QoQ -21.01% (-61.5K) YoY +324.87% (+176.8K)	All Managers (Combined)	$5.5M	0.5% ($5.5M/$1.0B)	QoQ -21.24% (-$1.5M) YoY +48.85% (+$1.8M)
(cusip81369Y605)✕	106.0K	QoQ -13.17% (-16.1K) YoY +264.90% (+77.0K)	All Managers (Combined)	$5.3M	0.5% ($5.3M/$1.0B)	QoQ -10.52% (-$621.1K) YoY +331.52% (+$4.1M)
(cusip37954Y483)✕	317.0K	QoQ +40.86% (+92.0K) YoY +194.91% (+209.5K)	All Managers (Combined)	$5.3M	0.5% ($5.3M/$1.0B)	QoQ +26.22% (+$1.1M) YoY +173.83% (+$3.3M)
(cusip464288588)✕	56.1K	QoQ -7.72% (-4.7K) YoY +101.27% (+28.2K)	All Managers (Combined)	$5.3M	0.5% ($5.3M/$1.0B)	QoQ -5.60% (-$312.6K) YoY +104.24% (+$2.7M)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	21.5K	QoQ +18.35% (+3.3K) YoY +378.57% (+17.0K)	All Managers (Combined)	$5.2M	0.5% ($5.2M/$1.0B)	QoQ +26.42% (+$1.1M) YoY +466.36% (+$4.3M)
(IVVcusip464287200)	9.2K	QoQ -11.58% (-1.2K) YoY -53.08% (-10.4K)	All Managers (Combined)	$5.2M	0.5% ($5.2M/$1.0B)	QoQ -15.61% (-$957.1K) YoY -49.85% (-$5.1M)
(SPYGcusip78464A409)	64.0K	QoQ -40.27% (-43.2K) YoY -17.82% (-13.9K)	All Managers (Combined)	$5.1M	0.5% ($5.1M/$1.0B)	QoQ -45.39% (-$4.3M) YoY -9.71% (-$553.7K)
(cusip46138J742)✕	103.4K	QoQ +11.44% (+10.6K) YoY +18.90% (+16.4K)	All Managers (Combined)	$5.1M	0.5% ($5.1M/$1.0B)	QoQ +10.74% (+$495.4K) YoY +23.66% (+$976.8K)
(cusip33740F854)✕	125.7K	QoQ -32.27% (-59.9K) YoY +10.72% (+12.2K)	All Managers (Combined)	$4.9M	0.5% ($4.9M/$1.0B)	QoQ -33.77% (-$2.5M) YoY +16.09% (+$676.4K)
QUANTA SERVICES, INC.(PWRcusip74762E102)	18.0K	QoQ +29.78% (+4.1K) YoY NEW(+18.0K)	All Managers (Combined)	$4.6M	0.4% ($4.6M/$1.0B)	QoQ +4.37% (+$192.1K) YoY NEW(+$4.6M)
(cusip33739Q705)✕	90.1K	QoQ +72.20% (+37.8K) YoY NEW(+90.1K)	All Managers (Combined)	$4.6M	0.4% ($4.6M/$1.0B)	QoQ +73.26% (+$1.9M) YoY NEW(+$4.6M)
(VOOcusip922908363)	8.7K	QoQ +8.59% (+687) YoY +35.28% (+2.3K)	All Managers (Combined)	$4.5M	0.4% ($4.5M/$1.0B)	QoQ +3.57% (+$153.8K) YoY +44.63% (+$1.4M)
(BNDcusip921937835)	59.8K	QoQ +6.11% (+3.4K) YoY +128.56% (+33.6K)	All Managers (Combined)	$4.4M	0.4% ($4.4M/$1.0B)	QoQ +8.38% (+$339.6K) YoY +131.14% (+$2.5M)