$161 Million is the total value of Signify Wealth's 25 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 350.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $41,730,000 | +70.8% | 1,265,707 | +71.2% | 25.92% | +33.3% |
| SMMU | Buy | PIMCO ETF TRshtrm mun bd act | $23,338,000 | +119.2% | 455,559 | +119.4% | 14.49% | +71.0% |
| CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $10,011,000 | – | 189,644 | +100.0% | 6.22% | – |
| HYS | Buy | PIMCO ETF TR0-5 high yield | $8,194,000 | +14.6% | 82,671 | +14.7% | 5.09% | -10.6% |
| IMCG | New | ISHARES TRmrgstr md cp grw | $7,387,000 | – | 100,854 | +100.0% | 4.59% | – |
| IYG | New | ISHARES TRu.s. fin svc etf | $7,347,000 | – | 38,053 | +100.0% | 4.56% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $7,302,000 | – | 63,377 | +100.0% | 4.54% | – |
| KBWB | New | INVESCO EXCH TRADED FD TR IIkbw bk etf | $7,191,000 | – | 106,006 | +100.0% | 4.47% | – |
| FXO | New | FIRST TR EXCHANGE TRADED FDfinls alphadex | $6,559,000 | – | 141,733 | +100.0% | 4.07% | – |
| TSLA | Buy | TESLA INC | $999,000 | +51.8% | 945 | +11.4% | 0.62% | +18.3% |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $444,000 | – | 2,554 | +100.0% | 0.28% | – |
| IYW | New | ISHARES TRu.s. tech etf | $358,000 | – | 3,117 | +100.0% | 0.22% | – |
| XSD | New | SPDR SER TRs&p semicndctr | $276,000 | – | 1,136 | +100.0% | 0.17% | – |
| IXN | New | ISHARES TRglobal tech etf | $274,000 | – | 4,258 | +100.0% | 0.17% | – |
| IGV | New | ISHARES TRexpanded tech | $245,000 | – | 617 | +100.0% | 0.15% | – |
| LDUR | New | PIMCO ETF TRenhncd lw dur ac | $223,000 | – | 2,218 | +100.0% | 0.14% | – |
| NLS | New | NAUTILUS INC | $70,000 | – | 11,410 | +100.0% | 0.04% | – |
| CURI | New | CURIOSITYSTREAM INC | $64,000 | – | 10,811 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-21
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PIMCO ETF TR | 12 | Q3 2023 | 19.0% |
| PIMCO ETF TR | 12 | Q3 2023 | 14.5% |
| PIMCO ETF TR | 12 | Q3 2023 | 6.1% |
| TESLA INC | 12 | Q3 2023 | 7.1% |
| APPLE INC | 12 | Q3 2023 | 6.0% |
| AMAZON COM INC | 12 | Q3 2023 | 5.2% |
| ALPHABET INC | 12 | Q3 2023 | 5.6% |
| PIMCO ETF TR | 11 | Q2 2023 | 7.8% |
| VANECK VECTORS ETF TR | 7 | Q1 2023 | 26.7% |
| PIMCO ETF TR | 7 | Q3 2023 | 13.5% |
View Signify Wealth's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-01-21 |
View Signify Wealth's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.