Signal Point Asset Management, LLC Purchases in Q4 2024

Signal Point Asset Management, LLC

  • $376 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11K
+ 38.64%
$521.84 - $558.82 $5.75M - $6.15M
39.5K $21.3M
VEA
Vanguard Ftse Developed Market

ETFs
70.6K
+ 48.63%
$47.57 - $52.44 $3.36M - $3.7M
216K $10.3M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
28.2K
+ 59.48%
$77.02 - $78.58 $2.17M - $2.22M
75.7K $5.85M
BNDX
Vanguard Total International B

ETFs
40.9K
+ 48.62%
$48.91 - $50.61 $2M - $2.07M
125K $6.13M
AMZN
Amazon Com Inc

Consumer Cyclical
16
+ 0.05%
$180.88 - $232.93 $2.89K - $3.73K
32.5K $7.12M
VTI
Vanguard Total Stock Market Et

ETFs
3K
+ 9.64%
$280.04 - $302.45 $839K - $906K
34.1K $9.88M
TSLA
Tesla, Inc.

Consumer Cyclical
167
+ 2.4%
$213.65 - $479.86 $35.7K - $80.1K
7.13K $2.88M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
26.2K
+ 48.89%
$44.04 - $49.49 $1.15M - $1.3M
79.8K $3.51M
WMT
Walmart Inc.

Consumer Defensive
23
+ 0.02%
$79.1 - $95.7 $1.82K - $2.2K
97.3K $8.8M
VXF
Vanguard Extended Market ETF

ETFs
4.47K
+ 41.62%
$179.17 - $207.15 $801K - $926K
15.2K $2.89M
BOND
Pimco Active Bond Exchange Tra

ETFs
10.3K
+ 46.46%
$90.42 - $94.5 $928K - $970K
32.4K $2.93M
NVDA
Nvidia Corp

Technology
517
+ 0.9%
$117.0 - $148.88 $60.5K - $77K
57.7K $7.75M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
33.1K
New
$22.39 - $23.45 $740K - $775K
33.1K $759K
GOOG
Alphabet Inc.

Communication Services
244
+ 1.04%
$163.08 - $198.16 $39.8K - $48.4K
23.7K $4.51M
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.67K
+ 6.21%
$46.94 - $51.62 $266K - $293K
96.9K $4.84M
HYMU
Blackrock ETF Tr Ii High Yield
14.6K
New
$22.59 - $23.2 $331K - $340K
14.6K $331K
APP
App Lovin Corp

Technology
2
+ 0.12%
$130.67 - $401.5 $261 - $803
1.7K $551K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
5.82K
New
$51.33 - $53.74 $298K - $312K
5.82K $299K
OKE
Oneok Inc

Energy
1.92K
+ 22.88%
$92.28 - $117.05 $177K - $224K
10.3K $1.03M
OXY
Occidental Petroleum Corp

Energy
5.74K
+ 55.05%
$45.36 - $55.91 $260K - $321K
16.2K $798K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
6.08K
+ 11.18%
$74.5 - $78.37 $453K - $476K
60.4K $4.51M
TSN
Tyson Foods, Inc.

Consumer Defensive
4.19K
New
$57.14 - $64.54 $240K - $271K
4.19K $240K
IWF
Ishares Russell 1000 Gr ETF

ETFs
556
New
$370.24 - $418.94 $206K - $233K
556 $223K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.01%
$205.18 - $250.29 $205 - $250
7.62K $1.83M
V
Visa Inc.

Financial Services
169
+ 4.22%
$273.87 - $320.91 $46.3K - $54.2K
4.17K $1.32M
HON
Honeywell International Inc

Industrials
930
New
$202.84 - $236.0 $189K - $219K
930 $210K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.13K
New
$129.13 - $198.21 $146K - $224K
1.13K $209K
ARKQ
Ark Autonomous Technology & Ro

ETFs
2.7K
New
$60.57 - $82.2 $164K - $222K
2.7K $208K
HP
Helmerich & Payne, Inc.

Energy
6.46K
New
$30.3 - $36.81 $196K - $238K
6.46K $206K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.38K
+ 24.17%
$81.68 - $82.93 $194K - $197K
12.2K $1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4
+ 0.05%
$481.22 - $538.17 $1.92K - $2.15K
7.65K $3.91M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.91K
+ 94.0%
$96.64 - $101.23 $185K - $193K
3.94K $382K
KMI
Kinder Morgan, Inc.

Energy
29
+ 0.1%
$22.59 - $28.54 $655 - $828
30.1K $824K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
3.15K
+ 19.15%
$51.58 - $52.91 $162K - $167K
19.6K $1.01M
SCHG
Schwab Strategic Tr Us Large C

ETFs
32K
+ 318.84%
$25.93 - $105.3 $829K - $3.37M
42K $1.17M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
100
+ 2.35%
$47.29 - $84.74 $4.73K - $8.47K
4.36K $324K
CLOV
Clover Health Investments, Corp.

Healthcare
9.39K
+ 6.23%
$2.78 - $4.35 $26.1K - $40.8K
160K $504K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
108
+ 1.58%
$417.69 - $450.94 $45.1K - $48.7K
6.96K $2.96M
FXO
First Tr Exchange Traded Fd Fi

ETFs
6
+ 0.03%
$50.63 - $59.0 $304 - $354
20.1K $1.09M
VONG
Vanguard Russell 1000 Growth E

ETFs
62
+ 0.86%
$95.27 - $107.82 $5.91K - $6.68K
7.31K $755K
RSG
Republic Services, Inc.

Industrials
265
+ 16.61%
$198.0 - $218.75 $52.5K - $58K
1.86K $374K
VAW
Vanguard Materials ETF

ETFs
380
+ 37.66%
$186.91 - $215.32 $71K - $81.8K
1.39K $260K
META
Meta Platforms, Inc.

Communication Services
2
+ 0.08%
$554.08 - $632.68 $1.11K - $1.27K
2.59K $1.53M
EPD
Enterprise Products Partners L.P.

Energy
292
+ 1.87%
$28.66 - $34.43 $8.37K - $10.1K
15.9K $498K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.06%
$567.81 - $607.81 $1.14K - $1.22K
3.48K $2.04M
CBSH
Commerce Bancshares Inc

Financial Services
398
+ 9.18%
$57.04 - $74.36 $22.7K - $29.6K
4.73K $294K
VDE
Vanguard Energy ETF

ETFs
318
+ 16.0%
$116.67 - $136.78 $37.1K - $43.5K
2.31K $279K
XLF
Financial Sector Spdr

ETFs
112
+ 2.03%
$44.89 - $51.34 $5.03K - $5.75K
5.64K $272K
VDC
Vanguard Consumer Staples ETF

ETFs
145
+ 9.75%
$210.96 - $223.62 $30.6K - $32.4K
1.63K $344K
Activity Summary
Buys All Purchases 92 New Holdings 12 Increased Positions 80 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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