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Signify Wealth

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13F filer, CIK 1769062, SAINT LOUIS, MO

Signify Wealth reported $88,596,920 across 26 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-06. Its ten largest share positions make up 67% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001769062-25-000002

Period
2024-12-31
Reported value
$88.6M
Holdings
26
Top 10 weight
67%
New
1
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
XLEnew+35,868$3.07M
VGSHadded+9,170$534K
IYWadded+2,870$458K
SPYadded+747$438K
EFAadded+5,773$436K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
XLUexited-39,853-$3.22M
MELIexited-109-$224K
HEIexited-781-$204K
SJNKexited-7,896-$203K
NVDAreduced-523-$70.2K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001769062-25-000002, largest first. % of portfolio is the value over $88,596,920, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 14,651 shares; 2023Q4: 43,667 shares; 2024Q1: 48,440 shares; 2024Q2: 57,977 shares; 2024Q3: 51,491 shares; 2024Q4: 54,361 shares 54,361$8.67M9.79%+2,870Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 107,322 shares; 2023Q4: 81,237 shares; 2024Q1: 97,778 shares; 2024Q2: 100,694 shares; 2024Q3: 123,083 shares; 2024Q4: 132,253 shares 132,253$7.69M8.68%+9,170Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,735 shares; 2023Q4: 8,866 shares; 2024Q1: 9,860 shares; 2024Q2: 9,801 shares; 2024Q3: 10,898 shares; 2024Q4: 11,645 shares 11,645$6.82M7.7%+747Timeline
PWRDTCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 46,827 shares; 2023Q4: 72,325 shares; 2024Q1: 80,563 shares; 2024Q2: 77,724 shares; 2024Q3: 86,178 shares; 2024Q4: 91,025 shares 91,025$6.61M7.46%+4,847Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 21,223 shares; 2023Q2: 22,996 shares; 2023Q3: 21,217 shares; 2023Q4: 20,560 shares; 2024Q1: 15,689 shares; 2024Q2: 15,665 shares; 2024Q3: 14,127 shares; 2024Q4: 14,342 shares 14,342$5.79M6.54%+215Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 33,434 shares; 2023Q2: 32,732 shares; 2023Q3: 30,314 shares; 2023Q4: 31,089 shares; 2024Q1: 26,931 shares; 2024Q2: 26,849 shares; 2024Q3: 25,819 shares; 2024Q4: 25,744 shares 25,744$5.65M6.37%-75Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 22,460 shares; 2023Q2: 26,488 shares; 2023Q3: 26,124 shares; 2023Q4: 24,813 shares; 2024Q1: 23,153 shares; 2024Q2: 23,320 shares; 2024Q3: 19,975 shares; 2024Q4: 19,849 shares 19,849$4.97M5.61%-126Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 32,628 shares; 2023Q2: 34,106 shares; 2023Q3: 31,786 shares; 2023Q4: 31,724 shares; 2024Q1: 27,277 shares; 2024Q2: 25,961 shares; 2024Q3: 24,475 shares; 2024Q4: 24,397 shares 24,397$4.62M5.21%-78Timeline
ABFLABACUS FCF ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 30,444 shares; 2023Q4: 46,091 shares; 2024Q1: 52,370 shares; 2024Q2: 53,100 shares; 2024Q3: 61,159 shares; 2024Q4: 64,516 shares 64,516$4.29M4.84%+3,357Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 11,649 shares; 2023Q4: 17,690 shares; 2024Q1: 19,945 shares; 2024Q2: 19,855 shares; 2024Q3: 22,175 shares; 2024Q4: 23,859 shares 23,859$4.25M4.8%+1,684Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 40,833 shares; 2024Q1: 46,324 shares; 2024Q2: 47,674 shares; 2024Q3: 55,753 shares; 2024Q4: 60,383 shares 60,383$4.23M4.77%+4,630Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 21,537 shares; 2024Q4: 23,537 shares 23,537$4.12M4.66%+2,000Timeline
ABLGABACUS FCF ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 58,999 shares; 2023Q4: 89,955 shares; 2024Q1: 102,349 shares; 2024Q2: 104,896 shares; 2024Q3: 124,992 shares; 2024Q4: 139,250 shares 139,250$3.99M4.51%+14,258Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 39,457 shares; 2024Q3: 46,848 shares; 2024Q4: 52,621 shares 52,621$3.98M4.49%+5,773Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 34,666 shares; 2023Q4: 52,495 shares; 2024Q1: 60,241 shares; 2024Q2: 58,307 shares; 2024Q3: 64,680 shares; 2024Q4: 69,176 shares 69,176$3.42M3.87%+4,496Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 13,141 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 35,868 shares 35,868$3.07M3.47%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 897 shares; 2023Q3: 926 shares; 2023Q4: 2,735 shares; 2024Q1: 2,422 shares; 2024Q2: 23,916 shares; 2024Q3: 13,864 shares; 2024Q4: 13,341 shares 13,341$1.79M2.02%-523Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,884 shares; 2024Q1: 3,602 shares; 2024Q2: 4,938 shares; 2024Q3: 4,309 shares; 2024Q4: 4,690 shares 4,690$1.36M1.53%+381Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 2,121 shares; 2023Q3: 2,267 shares; 2023Q4: 2,215 shares; 2024Q1: 2,509 shares; 2024Q2: 2,308 shares; 2024Q3: 2,210 shares; 2024Q4: 2,211 shares 2,211$932K1.05%+1Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 644 shares; 2024Q1: 982 shares; 2024Q2: 732 shares; 2024Q3: 983 shares; 2024Q4: 983 shares 983$576K0.65%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 406 shares; 2024Q2: not reported; 2024Q3: 506 shares; 2024Q4: 506 shares 506$451K0.51%0Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 950 shares; 2024Q4: 950 shares 950$325K0.37%0Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,316 shares; 2024Q2: 3,475 shares; 2024Q3: 3,176 shares; 2024Q4: 4,002 shares 4,002$288K0.32%+826Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,085 shares; 2024Q3: 938 shares; 2024Q4: 1,026 shares 1,026$247K0.28%+88Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,335 shares; 2024Q3: 4,494 shares; 2024Q4: 5,004 shares 5,004$239K0.27%+510Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 117,062 shares; 2023Q2: 107,501 shares; 2023Q3: 30,943 shares; 2023Q4: 11,463 shares; 2024Q1: 6,631 shares; 2024Q2: 5,097 shares; 2024Q3: 2,871 shares; 2024Q4: 2,678 shares 2,678$207K0.23%-193Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
XLUSELECT SECTOR SPDR TR39,853$3.22Mshares
MELIMERCADOLIBRE INC109$224Kshares
HEIHEICO CORP NEW781$204Kshares
SJNKSPDR SERIES TRUST7,896$203Kshares
RRRICHTECH ROBOTICS INC25,000$21Kshares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001769062-25-000002 base2025-02-06acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001769062-25-000002 Quarter ended 2024-12-312025-02-06acceptance time not in the bulk data set
13F-HR 0001769062-24-000006 Quarter ended 2024-09-302024-10-30acceptance time not in the bulk data set
13F-HR 0001769062-24-000003 Quarter ended 2024-06-302024-07-22acceptance time not in the bulk data set
13F-HR 0001769062-24-000002 Quarter ended 2024-03-312024-04-25acceptance time not in the bulk data set
13F-HR 0001769062-24-000001 Quarter ended 2023-12-312024-01-12acceptance time not in the bulk data set
13F-HR 0001769062-23-000005 Quarter ended 2023-09-302023-10-11acceptance time not in the bulk data set
13F-HR 0001769062-23-000004 Quarter ended 2023-06-302023-07-17acceptance time not in the bulk data set
13F-HR 0001769062-23-000003 Quarter ended 2023-03-312023-04-20acceptance time not in the bulk data set
13F-HR 0001769062-23-000002 Quarter ended 2022-12-312023-01-18acceptance time not in the bulk data set
13F-HR 0001769062-22-000004 Quarter ended 2022-09-302022-10-12acceptance time not in the bulk data set
13F-HR 0001769062-22-000003 Quarter ended 2022-06-302022-07-18acceptance time not in the bulk data set
13F-HR 0001769062-22-000002 Quarter ended 2022-03-312022-05-10acceptance time not in the bulk data set
13F-HR 0001769062-22-000001 Quarter ended 2021-12-312022-01-21acceptance time not in the bulk data set
13F-HR 0001769062-21-000004 Quarter ended 2021-09-302021-11-02acceptance time not in the bulk data set
13F-HR 0001769062-21-000003 Quarter ended 2021-06-302021-07-23acceptance time not in the bulk data set
13F-HR 0001769062-21-000002 Quarter ended 2021-03-312021-05-06acceptance time not in the bulk data set
13F-HR 0001769062-21-000001 Quarter ended 2020-12-312021-02-01acceptance time not in the bulk data set