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  Name: Signify Wealth
  City: Saint Louis
  State: MO
  Zip: 63117
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $60,305,000
  Total Value Change : $-6,003,000
  Securities Held Change : -12
   
All Securities Held : 22
  New Positions : 2
  Closed Positions : 14
  Increased Positions : 12
  Unchanged Positions : 0
  Decreased Positions : 8

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (NFLX)1 Year Chart         NFLX Netflix Inc 21 New $631.62 $247,000 406 0.41% 247,000 406 0    Music & Video Stores
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 22 New $72.09 $241,000 3,316 0.4% 241,000 3,316 0    Closed - End Fund - E...

      2 Records Found
  1    
Page 1 of 1
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