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Company Main View
  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 : 8     View All Holdings Currently Viewing:  Decreased 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
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 5 - $178.34 $4,858,000 26,931 8.06% 134,000 -4,158 0    Internet Software & S...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 6 - $173.17 $4,117,000 27,277 6.83% -315,000 -4,447 0    Search Engines & Info...
   (AAPL)1 Year Chart         AAPL Apple Inc 7 - $194.03 $3,970,000 23,153 6.58% -807,000 -1,660 0    Personal Computers
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 12 - $177.81 $2,758,000 15,689 4.57% -2,351,000 -4,871 0.001    Auto Manufacturers
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 14 - $1,150.00 $2,189,000 2,422 3.63% 835,000 -313 0    Semiconductor - Speci...
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 17 - $76.34 $508,000 6,631 0.84% -375,000 -4,832 0.001    Closed - End Fund - E...
   (SJNK)1 Year Chart         SJNK Spdr Barclays Capital Short... 18 - $24.91 $498,000 19,747 0.83% -617,000 -24,591 0.015    N/A
   (BIV)1 Year Chart         BIV Vanguard Intermediate-Term ... 20 - $74.55 $459,000 6,082 0.76% -933,000 -12,141 0.004    Closed - End Fund - Debt

      8 Records Found
  1    
Page 1 of 1
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