Signify Wealth

13F Filings History

Latest 13F report
Q3 2024 - Oct 30, 2024
Value $
$81.6M
Signature - Title
Stephen Rhodes - Managing Principal
Location
Saint Louis, MO
Summary
This page shows a list of all the recent 13F filings made by Signify Wealth. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Signify Wealth reported 30 stock holdings with total value $81.6M as of Q3 2024. Top holdings included IYW, VGSH, NETZ, SPY, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 30 $81.6M +$14M -$5.23M +$8.73M IYW, VGSH, NETZ, SPY, AMZN 13F-HR 10/29/2024, 06:31 PM
Q2 2024 25 $69.5M +$8.67M -$1.23M +$7.44M IYW, VGSH, SPY, NETZ, AMZN 13F-HR 7/22/2024, 04:47 PM
Q1 2024 22 $60.3M +$5.72M -$14.9M -$9.19M IYW, VGSH, NETZ, SPY, AMZN 13F-HR 4/24/2024, 05:49 PM
Q4 2023 34 $66.3M +$20.9M -$33.3M -$12.4M IYW, TSLA, TLT, AAPL, VGSH 13F-HR 1/12/2024, 12:39 PM
Q3 2023 37 $74.4M +$25.4M -$63.5M -$38M VGSH, TSLA, THLV, SMMU, AAPL 13F-HR 10/11/2023, 03:50 PM
Q2 2023 29 $116M +$26.3M -$26.8M -$504K THLV, SJNK, BIV, SMMU, BSV 13F-HR 7/17/2023, 04:53 PM
Q1 2023 26 $113M +$23.3M -$29.1M -$5.85M THLV, ANGL, BIV, BSV, SMMU 13F-HR 4/20/2023, 03:02 PM
Q4 2022 30 $114M +$52.3M -$29.6M +$22.7M THLV, SPSB, BIV, BSV, SMMU 13F-HR 1/18/2023, 12:42 PM
Q3 2022 25 $94.1M +$51.8M -$24.5M +$27.3M TIPZ, BIV, DUDE, BSV, SMMU 13F-HR 10/12/2022, 12:10 PM
Q2 2022 22 $72.1M +$37.8M -$90.2M -$52.5M DUDE, NEAR, BSV, SMMU, MUNI 13F-HR 7/18/2022, 02:48 PM
Q1 2022 21 $118M +$69.2M -$57.1M +$12M ANGL, DUDE, STPZ, BOND, IHF 13F-HR 5/10/2022, 12:26 PM
Q4 2021 25 $161M +$79M -$45.2M +$33.8M ANGL, SMMU, MUNI, CIBR, XRT 13F-HR 1/21/2022, 04:38 PM
Q3 2021 14 $126M +$51.1M -$55.2M -$4.11M ANGL, MUNI, XRT, VUG, SMMU 13F-HR 11/2/2021, 10:36 AM
Q2 2021 15 $130M +$46M -$52.1M -$6.04M ANGL, MUNI, KRE, DON, SMMU 13F-HR 7/23/2021, 03:31 PM
Q1 2021 14 $134M +$64M -$55.8M +$8.25M ANGL, MUNI, ARKW, EEMA, SMMU 13F-HR 5/6/2021, 12:21 PM
Q4 2020 15 $126M $0 $0 ANGL, SMH, MUNI, DON, VTWV 13F-HR 2/1/2021, 04:17 PM