$116 Million is the total value of Signify Wealth's 29 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SJNK | New | SPDR SER TRbloomberg sht te | $14,293,767 | – | 578,695 | +100.0% | 12.32% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $3,131,636 | – | 18,442 | +100.0% | 2.70% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $2,816,000 | – | 21,216 | +100.0% | 2.43% | – |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $2,575,885 | – | 68,344 | +100.0% | 2.22% | – |
| MSFT | New | MICROSOFT CORP | $722,441 | – | 2,121 | +100.0% | 0.62% | – |
| NVDA | New | NVIDIA CORPORATION | $379,449 | – | 897 | +100.0% | 0.33% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-17
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.