Signal Advisors Wealth, LLC
Top Portfolio Positions
223 positions ·
$537,959,040 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
150,029 | $38,075,859 | 7.08% | |
| NVDA |
Nvidia Corp
Technology
|
191,903 | $33,467,883 | 6.22% | |
| MSFT |
Microsoft Corp
Technology
|
70,908 | $26,248,014 | 4.88% | |
| SPY |
Spdr S&P 500 ETF Trust
|
37,351 | $24,290,849 | 4.52% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
85,257 | $17,756,475 | 3.30% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
56,926 | $16,369,640 | 3.04% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
46,696 | $13,736,095 | 2.55% | |
| PWR |
Quanta Services, Inc.
Industrials
|
24,266 | $13,322,519 | 2.48% | |
| V |
Visa Inc.
Financial Services
|
39,668 | $11,989,256 | 2.23% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
90,786 | $11,282,884 | 2.10% |
Portfolio Trend
10 quarters · across all stocks
Holdings in CHE
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,991,589 | 18,509 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $7,803,738 | 18,239 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $7,820,226 | 17,466 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $4,667,710 | 9,586 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,945,431 | 6,412 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,646,351 | 4,995 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,868,415 | 3,109 | Shares | Sole | 2024-10-15 | |
| 2024-03-31 | $494,928 | 771 | Shares | Sole | 2024-04-10 | |
| No 13F history on record for this holder in this stock. | ||||||