Signal Point Asset Management, LLC Incresed Positions in Q4 2024

Signal Point Asset Management, LLC

  • $376 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Ark 21 Shares Bitcoin ETF
334
+ 7.93%
N/A
4.55K $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
21.1K
+ 209.16%
$26.93 - $84.95 $568K - $1.79M
31.2K $851K
MCR
Mfs Charter Income Trust

Financial Services
38
+ 0.34%
$6.16 - $6.57 $234 - $250
11.2K $71K
ORCL
Oracle Corp

Technology
120
+ 2.05%
$165.41 - $192.43 $19.8K - $23.1K
5.99K $997K
FNDX
Schwab Fundamental U S Large C

ETFs
7.04K
+ 199.72%
$23.49 - $71.77 $165K - $505K
10.6K $250K
WM
Waste Management Inc

Industrials
15
+ 1.14%
$201.79 - $228.46 $3.03K - $3.43K
1.33K $268K
XLU
Utilities Sector Spdr

ETFs
235
+ 5.19%
$74.89 - $82.93 $17.6K - $19.5K
4.76K $360K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
132
+ 1.38%
$442.29 - $483.08 $58.4K - $63.8K
9.68K $4.39M
DGRO
Ishares Core Dividend Growth E

ETFs
125
+ 1.13%
$60.73 - $64.94 $7.59K - $8.12K
11.2K $686K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.52K
+ 111.63%
$18.41 - $40.87 $102K - $226K
10.5K $193K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
4.55K
+ 9.48%
$68.25 - $75.42 $310K - $343K
52.5K $3.59M
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.68K
+ 89.01%
$25.33 - $51.16 $119K - $239K
9.94K $256K
DNP
Dnp Select Income Fund Inc

Financial Services
185
+ 1.34%
$8.82 - $9.96 $1.63K - $1.84K
14K $123K
RTX
Raytheon Technologies Corp

Industrials
194
+ 2.82%
$114.45 - $127.21 $22.2K - $24.7K
7.06K $817K
LMT
Lockheed Martin Corp

Industrials
233
+ 17.76%
$479.66 - $614.62 $112K - $143K
1.55K $750K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
440
+ 1.07%
$10.56 - $11.31 $4.65K - $4.98K
41.4K $444K
VHT
Vanguard Health Care ETF

ETFs
94
+ 5.2%
$250.81 - $283.3 $23.6K - $26.6K
1.9K $482K
HSY
Hershey CO

Consumer Defensive
30
+ 1.78%
$168.67 - $193.65 $5.06K - $5.81K
1.72K $290K
VLO
Valero Energy Corp

Energy
1
+ 0.03%
$118.59 - $144.02 $119 - $144
2.94K $360K
TGT
Target Corp

Consumer Defensive
5
+ 0.27%
$121.59 - $160.69 $608 - $803
1.87K $252K
FXG
First Tr Exchange Traded First

ETFs
1
+ 0.01%
$63.7 - $70.06 $63.7 - $70.1
9.56K $612K
AMGN
Amgen Inc

Healthcare
134
+ 10.95%
$258.78 - $328.31 $34.7K - $44K
1.36K $353K
O
Realty Income Corp

Real Estate
115
+ 1.9%
$51.76 - $64.71 $5.95K - $7.44K
6.16K $329K
KO
Coca Cola CO

Consumer Defensive
220
+ 2.94%
$61.74 - $71.71 $13.6K - $15.8K
7.71K $479K
UNH
Unitedhealth Group Inc

Healthcare
14
+ 1.36%
$485.52 - $625.25 $6.8K - $8.75K
1.05K $529K
AMD
Advanced Micro Devices Inc

Technology
142
+ 6.49%
$118.88 - $172.8 $16.9K - $24.5K
2.33K $281K
SCHR
Schwab Intermediate Term Us Tr

ETFs
18K
+ 85.05%
$24.19 - $50.58 $435K - $910K
39.2K $951K
SCHP
Schwab Strategic Us Tips ETF

ETFs
9.13K
+ 70.81%
$25.74 - $53.78 $235K - $491K
22K $568K
SCHO
Schwab Short Term Us Treasury

ETFs
25.9K
+ 76.42%
$24.06 - $48.88 $623K - $1.27M
59.8K $1.44M
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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