Signify Wealth holdings history

85 is the total number of securities Signify Wealth has owned. The longest Signify Wealth has owned a single stock is 12 quarters.

Signify Wealth historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
MUNI PIMCO ETF TR12120.72%8.95%19.01%Q4 2020Q3 202312
SMMU PIMCO ETF TR12125.24%7.66%14.49%Q4 2020Q3 202312
BOND PIMCO ETF TR12120.90%2.86%6.09%Q4 2020Q3 202312
TSLA TESLA INC12120.43%2.38%7.14%Q4 2020Q3 202312
AAPL APPLE INC12120.71%2.31%6.02%Q4 2020Q3 202312
AMZN AMAZON COM INC12120.51%2.00%5.18%Q4 2020Q3 202312
GOOGL ALPHABET INC12120.36%1.92%5.59%Q4 2020Q3 202312
HYS PIMCO ETF TR11110.42%3.45%7.76%Q4 2020Q2 202311
ANGL VANECK VECTORS ETF TR6113.02%20.52%26.70%Q4 2020Q1 20237
STPZ PIMCO ETF TR770.25%2.27%13.52%Q1 2022Q3 20237
BSV VANGUARD BD INDEX FDS663.13%8.18%12.60%Q2 2022Q3 20236
CORP PIMCO ETF TR420.18%2.38%5.76%Q4 2020Q2 20236
VTIP VANGUARD MALVERN FDS660.72%1.80%2.79%Q2 2022Q3 20236
VWOB VANGUARD WHITEHALL FDS660.71%1.77%2.68%Q2 2022Q3 20236
MINT PIMCO ETF TR510.17%1.48%3.16%Q1 2022Q3 20236
BIV VANGUARD BD INDEX FDS554.52%10.24%13.37%Q3 2022Q3 20235
BLV VANGUARD BD INDEX FDS551.95%3.97%5.30%Q3 2022Q3 20235
HYG ISHARES TR551.38%3.20%4.40%Q3 2022Q3 20235
BNDX VANGUARD CHARLOTTE FDS551.42%3.20%4.45%Q3 2022Q3 20235
XLP SELECT SECTOR SPDR TR410.30%1.72%3.31%Q2 2022Q3 20235
PIMCO ETF TR550.34%0.46%0.56%Q2 2022Q2 20235
THOR LOW VOLATILITY ETF446.29%11.60%13.60%Q4 2022Q3 20234
XLI SELECT SECTOR SPDR TR440.31%2.12%3.21%Q4 2022Q3 20234
XLK SELECT SECTOR SPDR TR310.21%1.19%3.50%Q4 2021Q1 20234
HYMB SPDR SER TR440.48%0.54%0.71%Q4 2022Q3 20234
LDUR PIMCO ETF TR210.14%0.19%0.22%Q4 2020Q1 20224
DUDE EA SERIES TRUST3311.04%17.12%25.08%Q1 2022Q3 20223
XLV SELECT SECTOR SPDR TR211.63%2.10%2.43%Q4 2022Q3 20233
XLRE SELECT SECTOR SPDR TR210.35%1.61%2.26%Q4 2022Q3 20233
FUBO FUBOTV INC330.02%0.03%0.04%Q2 2022Q4 20223
XRT SPDR SER TR226.01%11.47%16.93%Q3 2021Q4 20212
DON WISDOMTREE TR1110.10%10.17%10.24%Q4 2020Q2 20212
SJNK SPDR SER TR225.91%9.12%12.32%Q2 2023Q3 20232
VIOV VANGUARD ADMIRAL FDS INC226.09%6.28%6.47%Q1 2021Q2 20212
SLYV SPDR SER TR116.08%6.16%6.25%Q4 2020Q2 20212
VUG VANGUARD INDEX FDS220.16%4.78%9.39%Q3 2021Q4 20212
XLF SELECT SECTOR SPDR TR111.69%1.98%2.28%Q4 2022Q3 20232
XLY SELECT SECTOR SPDR TR110.82%1.76%2.70%Q3 2022Q2 20232
RTM INVESCO EXCHANGE TRADE...220.52%1.60%2.69%Q1 2022Q2 20222
FXG FIRST TR EXCHANGE TRAD...220.44%1.58%2.72%Q1 2022Q2 20222
IXN ISHARES TR220.17%1.44%2.71%Q4 2021Q1 20222
XLB SELECT SECTOR SPDR TR110.40%1.31%2.22%Q4 2022Q3 20232
IYW ISHARES TR110.22%1.14%2.07%Q4 2021Q3 20232
MSFT MICROSOFT CORP220.62%0.79%0.96%Q2 2023Q3 20232
NVDA NVIDIA CORPORATION220.33%0.43%0.54%Q2 2023Q3 20232
BA BOEING CO220.19%0.19%0.19%Q1 2023Q2 20232
CURI CURIOSITYSTREAM INC220.03%0.04%0.04%Q4 2021Q1 20222
NEAR ISHARES U S ETF TR1122.56%22.56%22.56%Q2 2022Q2 20221
SMH VANECK VECTORS ETF TR1118.34%18.34%18.34%Q4 2020Q4 20201
KRE SPDR SER TR1117.34%17.34%17.34%Q2 2021Q2 20211
ARKW ARK ETF TR1116.65%16.65%16.65%Q1 2021Q1 20211
TIPZ PIMCO ETF TR1116.19%16.19%16.19%Q3 2022Q3 20221
SPSB SPDR SER TR1113.00%13.00%13.00%Q4 2022Q4 20221
EEMA ISHARES INC1110.03%10.03%10.03%Q1 2021Q1 20211
VGSH VANGUARD SCOTTSDALE FDS118.31%8.31%8.31%Q3 2023Q3 20231
EES WISDOMTREE TR116.55%6.55%6.55%Q1 2021Q1 20211
VTWV VANGUARD SCOTTSDALE FDS116.30%6.30%6.30%Q4 2020Q4 20201
CIBR FIRST TR EXCHANGE TRAD...116.22%6.22%6.22%Q4 2021Q4 20211
SCHG SCHWAB STRATEGIC TR115.63%5.63%5.63%Q3 2021Q3 20211
FTC FIRST TRUST LRGCP GWT ...115.61%5.61%5.61%Q3 2021Q3 20211
IMCG ISHARES TR114.59%4.59%4.59%Q4 2021Q4 20211
IYG ISHARES TR114.56%4.56%4.56%Q4 2021Q4 20211
IWP ISHARES TR114.54%4.54%4.54%Q4 2021Q4 20211
PPA INVESCO EXCHANGE TRADE...114.48%4.48%4.48%Q1 2022Q1 20221
KBWB INVESCO EXCH TRADED FD...114.47%4.47%4.47%Q4 2021Q4 20211
FXO FIRST TR EXCHANGE TRAD...114.07%4.07%4.07%Q4 2021Q4 20211
IHF ISHARES TR113.59%3.59%3.59%Q1 2022Q1 20221
SPYV SPDR SER TR113.59%3.59%3.59%Q1 2022Q1 20221
SPY SPDR S&P 500 ETF TR113.30%3.30%3.30%Q3 2023Q3 20231
ENGINE NO 1 ETF TRUST113.22%3.22%3.22%Q3 2023Q3 20231
IWY ISHARES TR112.70%2.70%2.70%Q1 2022Q1 20221
BIL SPDR SER TR112.50%2.50%2.50%Q3 2023Q3 20231
XLU SELECT SECTOR SPDR TR112.26%2.26%2.26%Q4 2022Q4 20221
TTAC TRIMTABS ETF TR112.10%2.10%2.10%Q3 2023Q3 20231
TTAI TRIMTABS ETF TR112.10%2.10%2.10%Q3 2023Q3 20231
QUAL ISHARES TR112.06%2.06%2.06%Q3 2023Q3 20231
IAU ISHARES GOLD TR111.63%1.63%1.63%Q3 2023Q3 20231
XLE SELECT SECTOR SPDR TR111.60%1.60%1.60%Q3 2023Q3 20231
IYK ISHARES TR110.56%0.56%0.56%Q2 2022Q2 20221
IOO ISHARES TR110.41%0.41%0.41%Q2 2022Q2 20221
VGLT VANGUARD SCOTTSDALE FDS110.34%0.34%0.34%Q3 2022Q3 20221
SPTL SPDR SER TR110.30%0.30%0.30%Q3 2022Q3 20221
XSD SPDR SER TR110.17%0.17%0.17%Q4 2021Q4 20211
IGV ISHARES TR110.15%0.15%0.15%Q4 2021Q4 20211
NLS NAUTILUS INC110.04%0.04%0.04%Q4 2021Q4 20211

The securities at the top of the list , including PIMCO ETF TR, PIMCO ETF TR, and PIMCO ETF TR, are the highest-conviction holdings of Signify Wealth.

The conviction is calculated by counting the number of quarters a security has been reported by Signify Wealth. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Signify Wealth owns currently or has owned in the past.