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Home > Institutional Investor > Signal Advisors Wealth, Llc > Profile

Instuitional Investor - Signal Advisors Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Signal Advisors Wealth, Llc
Portfolio Value $288,427,449
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pacer Fds Tr
 557,819 $14,436,368 5%
2.
Ishares Trust
 IEF 21,279 $10,163,667 3.52%
3.
Invesco Qqq Tr
 24,181 $9,900,174 3.43%
4.
Spdr Series Trust
 174,921 $9,778,062 3.39%
5.
Spdr S & P 500 Etf Trust
 SPY 15,154 $7,229,065 2.5%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)