Signify Wealth

CIK

1769062

Location

Saint Louis, MO

Portfolio Value

Micro $34,704,008

Diversification

Diversified

Filing Date

Global Rank

#6,839 / 8,041 ▼ 410 · as of Dec 2024

Top Industry

Auto Manufacturers 23.7%

3Y Alpha vs SPY

+1.7%

Period ended 1 year ago

Filed Feb 6, 2025 · 1y

17 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+83.9%

SPY

+76.0%

Annualised alpha

+1.8%

Max drawdown

−26.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

11 positions · as of Dec 31, 2024 · Δ vs Sep 30, 2024

Top Position

19.7%

−0.9 pts

Top 5

80.3%

+3.1 pts

Top 10

99.9%

+0.9 pts

HHI

1,446

Diversified+59

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2024

Sector	% Portfolio	Value	Positions
Consumer Cyclical	33.0%	$11,439,849	2
Unclassified	29.5%	$10,249,804	2
Technology	22.4%	$7,775,347	4
Communication Services	15.1%	$5,239,008	3

Last Quarter's Activity

Export CSV

Dec 31, 2024 vs Sep 30, 2024

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	+4,496	69,176	$3,424,903
SPY	Spdr S&P 500 ETF Trust	+747	11,645	$6,824,901
TSLA	Tesla, Inc.	+215	14,342	$5,791,873
MSFT	Microsoft Corp	+1	2,211	$931,936
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−523	13,341	$1,791,562
AAPL	Apple Inc.	−126	19,849	$4,970,586
GOOGL	Alphabet Inc.	−78	24,397	$4,618,352
AMZN	Amazon Com Inc	−75	25,744	$5,647,976
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
MELI	Mercadolibre Inc	109	$223,663
HEI	Heico Corp	781	$204,215
RR	Richtech Robotics Inc.	25,000	$20,975
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

11 positions · $34,704,008 total · as of Dec 31, 2024

All sectors Communication Services Consumer Cyclical Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	11,645	+747	$6,824,901	+9.1%	19.67%
TSLA	Tesla, Inc. Consumer Cyclical	Added	14,342	+215	$5,791,873	+56.7%	16.69%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	25,744	-75	$5,647,976	+17.4%	16.27%
AAPL	Apple Inc. Technology	Reduced	19,849	-126	$4,970,586	+6.8%	14.32%
GOOGL	Alphabet Inc. Communication Services	Reduced	24,397	-78	$4,618,352	+13.8%	13.31%
IAU	Ishares Gold Trust	Added	69,176	+4,496	$3,424,903	+6.5%	9.87%
NVDA	Nvidia Corp Technology	Reduced	13,341	-523	$1,791,562	+6.4%	5.16%
MSFT	Microsoft Corp Technology	Added	2,211	+1	$931,936	−2.0%	2.69%
META	Meta Platforms, Inc. Communication Services	Held	983	0	$575,556	+2.3%	1.66%
CRWD	CrowdStrike Holdings, Inc. Technology	Held	950	0	$81,263	+22.0%	0.23%
NFLX	Netflix Inc Communication Services	Held	506	0	$45,100	+25.7%	0.13%