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STFP

Signal Tree Financial Partners Portfolio holdings

AUM $132M
1-Year Est. Return 15.43%
This Fund
S&P 500
This Quarter Est. Return
-1.64%
1 Year Est. Return
+15.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$85.2M
AUM Growth
–
Cap. Flow
+$86.8M
Cap. Flow %
101.88%
Top 10 Hldgs %
69.97%
Holding
42
New
42
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$16.3M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.9M
3
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$5.81M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$5.12M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.14M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 2.87%
2 Consumer Discretionary 1.61%
3 Healthcare 0.84%
4 Financials 0.63%
5 Consumer Staples 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
26
AbbVie
ABBV
$435B
$409K 0.48%
+2,300
New +$423K
SCHX icon
27
Schwab US Large- Cap ETF
SCHX
$74.5B
$408K 0.48%
+17,607
New +$410K
ABT icon
28
Abbott
ABT
$187B
$307K 0.36%
+2,715
New +$314K
BRK.B icon
29
Berkshire Hathaway Class B
BRK.B
$1.13T
$288K 0.34%
+635
New +$293K
PG icon
30
Procter & Gamble
PG
$339B
$286K 0.34%
+1,705
New +$290K
EQWL icon
31
Invesco S&P 100 Equal Weight ETF
EQWL
$2.77B
$277K 0.33%
+2,710
New +$282K
ADP icon
32
Automatic Data Processing
ADP
$108B
$271K 0.32%
+927
New +$274K
FMB icon
33
First Trust Managed Municipal ETF
FMB
$2.06B
$263K 0.31%
+5,162
New +$265K
SPGM icon
34
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.78B
$261K 0.31%
+4,124
New +$267K
GOOG icon
35
Alphabet (Google) Class C
GOOG
$4.32T
$257K 0.3%
+1,347
New +$238K
VT icon
36
Vanguard Total World Stock ETF
VT
$79.8B
$255K 0.3%
+2,172
New +$261K
AGG icon
37
iShares Core US Aggregate Bond ETF
AGG
$138B
$254K 0.3%
+2,618
New +$258K
XOM icon
38
ExxonMobil
XOM
$634B
$254K 0.3%
+2,357
New +$276K
JPM icon
39
JPMorgan Chase
JPM
$950B
$246K 0.29%
+1,026
New +$239K
HD icon
40
Home Depot
HD
$355B
$224K 0.26%
+575
New +$235K
CHD icon
41
Church & Dwight Co
CHD
$24.5B
$221K 0.26%
+2,109
New +$222K
GOOGL icon
42
Alphabet (Google) Class A
GOOGL
$4.33T
$219K 0.26%
+1,159
New +$203K
1
2

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Signal Tree Financial Partners's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Signal Tree Financial Partners, which disclosed 42 positions worth $85.2M. Its ten largest holdings account for 70% of the portfolio.

Its largest position is Vanguard S&P 500 ETF: 30,033 shares worth $16.2M.

By sector, the portfolio is most concentrated in Technology at 2.9% of assets, followed by Consumer Discretionary and Healthcare.

  • Signal Tree Financial Partners's largest Q4 2024 buy was Vanguard S&P 500 ETF: 30,033 shares worth $16.2M.
  • Signal Tree Financial Partners's ten largest holdings make up 70% of its $85.2M portfolio in Q4 2024.
  • Signal Tree Financial Partners disclosed 42 positions in Q4 2024, its first 13F filing on record.

Based on Signal Tree Financial Partners's 13F filing for Q4 2024, filed 16 Jul 2025.