Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: SIGNALPOINT ASSET MANAGEMENT, LLC
  City: SPRINGFIELD
  State: MO
  Zip: 65806
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $363,888,000
  Total Value Change : $24,751,000
  Securities Held Change : 20
   
All Securities Held : 247
  New Positions : 27
  Closed Positions : 7
  Increased Positions : 65
  Unchanged Positions : 33
  Decreased Positions : 122

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 27     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VOOG)1 Year Chart         VOOG Vanguard S&P 500 Growth Etf 22 New $305.54 $3,264,000 10,712 0.9% 3,264,000 10,712 0.052    N/A
   (VOOV)1 Year Chart         VOOV Vanguard S&P 500 Value Etf 23 New $178.21 $3,205,000 17,758 0.88% 3,205,000 17,758 0.145    N/A
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 89 New $48.06 $839,000 17,520 0.23% 839,000 17,520 0.001    N/A
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 130 New $43.46 $567,000 13,581 0.16% 567,000 13,581 0    Closed - End Fund - E...
   (VUSB)1 Year Chart         VUSB Vanguard Ultrashort Bond Etf 132 New $0.00 $558,000 11,266 0.15% 558,000 11,266 0.013    N/A
   (EWJ)1 Year Chart         EWJ iShares MSCI-Japan 153 New $67.95 $449,000 6,299 0.12% 449,000 6,299 0.004    Closed - End Fund - E...
   (VXF)1 Year Chart         VXF Vanguard Extended Market VI... 162 New $170.59 $423,000 2,416 0.12% 423,000 2,416 0.003    Closed - End Fund - E...
   (RDVY)1 Year Chart         RDVY First Trust Nasdaq Rising D... 191 New $55.24 $292,000 5,207 0.08% 292,000 5,207 0    N/A
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 195 New $0.00 $269,000 4,257 0.07% 269,000 4,257 0.001    N/A
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 202 New $76.21 $256,000 3,335 0.07% 256,000 3,335 0.001    Closed - End Fund - E...
   (MO)1 Year Chart         MO Altria Group Inc 204 New $44.90 $253,000 5,803 0.07% 253,000 5,803 0    Cigarettes & Other To...
   (DIS)1 Year Chart         DIS Walt Disney Co 207 New $105.79 $249,000 2,033 0.07% 249,000 2,033 0    Entertainment - Diver...
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 212 New $245.74 $244,000 977 0.07% 244,000 977 0    Closed - End Fund - E...
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 213 New $48.66 $236,000 4,798 0.06% 236,000 4,798 0.001    N/A
   (WFC)1 Year Chart         WFC Wells Fargo & Co 214 New $61.89 $234,000 4,033 0.06% 234,000 4,033 0    Domestic Money Center...
   (ETN)1 Year Chart         ETN Eaton Corp 222 New $330.57 $230,000 735 0.06% 230,000 735 0    Diversified Machinery
   (DOW)1 Year Chart         DOW DOW Inc 220 New $59.41 $230,000 3,973 0.06% 230,000 3,973 0.001    Diversified Chemicals
   (PSK)1 Year Chart         PSK SPDR Series Trust 226 New $33.58 $222,000 6,371 0.06% 222,000 6,371 0.022    Closed - End Fund - Debt
   (ARKB)1 Year Chart         ARKB ARK 21Shares Bitcoin ETF New $0.00 $221,000 2,872 0.06% 221,000 2,872 0.032    N/A
   (CMG)1 Year Chart         CMG Chipotle Mexican Grill Inc 227 New $3,239.23 $218,000 75 0.06% 218,000 75 0.001    Restaurants
   (XLF)1 Year Chart         XLF SPDR Financial Sector 229 New $41.83 $217,000 5,148 0.06% 217,000 5,148 0    Closed - End Fund - E...
   (GIS)1 Year Chart         GIS General Mills Inc 230 New $70.70 $213,000 3,051 0.06% 213,000 3,051 0    Food - Major Diversified
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 231 New $320.76 $211,000 658 0.06% 211,000 658 0    N/A
   (GGG)1 Year Chart         GGG Graco Inc 232 New $83.56 $208,000 2,225 0.06% 208,000 2,225 0.001    Diversified Machinery
   (PYLD)1 Year Chart         PYLD Pimco Multisector Bond Acti... 234 New $25.50 $206,000 8,000 0.06% 206,000 8,000 0.009    N/A
   (YUM)1 Year Chart         YUM YUM! Brands Inc 238 New $134.34 $202,000 1,458 0.06% 202,000 1,458 0.001    Restaurants
   (RVT)1 Year Chart         RVT Royce Value Trust Inc 240 New $14.85 $162,000 10,699 0.04% 162,000 10,699 0.017    Closed - End Fund - E...

      27 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results