Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Signify Wealth (CIK 1769062) reported $88.6M across 26 reported positions in its SEC 13F filing for 2024-12-31. Largest positions: IYW ($8.7M, 9.79%), VGSH ($7.7M, 8.68%), SPY ($6.8M, 7.70%), NETZ ($6.6M, 7.46%), TSLA ($5.8M, 6.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IYW | ISHARES TR | $8.7M | 9.79% | 54,361 | Added |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | $7.7M | 8.68% | 132,253 | Added |
| 3 | SPY | SPDR S&P 500 ETF TR | $6.8M | 7.70% | 11,645 | Added |
| 4 | NETZ | TCW ETF TRUST | $6.6M | 7.46% | 91,025 | Added |
| 5 | TSLA | TESLA INC | $5.8M | 6.54% | 14,342 | Added |
| 6 | AMZN | AMAZON COM INC | $5.6M | 6.37% | 25,744 | Trimmed |
| 7 | AAPL | APPLE INC | $5.0M | 5.61% | 19,849 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $4.6M | 5.21% | 24,397 | Trimmed |
| 9 | TTAC | TRIMTABS ETF TR | $4.3M | 4.84% | 64,516 | Added |
| 10 | QUAL | ISHARES TR | $4.2M | 4.80% | 23,859 | Added |
| 11 | SPLV | INVESCO EXCH TRADED FD TR II | $4.2M | 4.77% | 60,383 | Added |
| 12 | RSP | INVESCO EXCHANGE TRADED FD T | $4.1M | 4.66% | 23,537 | Added |
| 13 | ABLG | TRIMTABS ETF TR | $4.0M | 4.51% | 139,250 | Added |
| 14 | EFA | ISHARES TR | $4.0M | 4.49% | 52,621 | Added |
| 15 | IAU | ISHARES GOLD TR | $3.4M | 3.87% | 69,176 | Added |
| 16 | XLE | SELECT SECTOR SPDR TR | $3.1M | 3.47% | 35,868 | New |
| 17 | NVDA | NVIDIA CORPORATION | $1.8M | 2.02% | 13,341 | Trimmed |
| 18 | VTI | VANGUARD INDEX FDS | $1.4M | 1.53% | 4,690 | Added |
| 19 | MSFT | MICROSOFT CORP | $932,044 | 1.05% | 2,211 | Added |
| 20 | META | META PLATFORMS INC | $575,669 | 0.65% | 983 | Hold |
| 21 | NFLX | NETFLIX INC | $451,008 | 0.51% | 506 | Hold |
| 22 | CRWD | CROWDSTRIKE HLDGS INC | $325,052 | 0.37% | 950 | Hold |
| 23 | BND | VANGUARD BD INDEX FDS | $287,784 | 0.32% | 4,002 | Added |
| 24 | VB | VANGUARD INDEX FDS | $246,527 | 0.28% | 1,026 | Added |
| 25 | VEA | VANGUARD TAX-MANAGED FDS | $239,291 | 0.27% | 5,004 | Added |
Source: SEC Form 13F filings · as of 2024-12-31