Signal Tree Financial Partners LLC Top Holdings and 13F Report (2025) About Signal Tree Financial Partners LLCInvestment ActivitySignal Tree Financial Partners LLC has $116.17 million in total holdings as of December 31, 2024.Signal Tree Financial Partners LLC owns shares of 48 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 14.60% of the portfolio was purchased this quarter.About 6.37% of the portfolio was sold this quarter.This quarter, Signal Tree Financial Partners LLC has purchased 42 new stocks and bought additional shares in 15 stocks.Signal Tree Financial Partners LLC sold shares of 18 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $22,099,504Vanguard FTSE Developed Markets ETF $18,100,274iShares Flexible Income Active ETF $8,014,086Invesco S&P 500 Equal Weight ETF $5,843,609Vanguard Extended Market ETF $5,395,240 Largest New Holdings this Quarter 808524771 - Schwab Fundamental U.S. Large Company ETF $2,409,509 Holding464287655 - iShares Russell 2000 ETF $1,385,803 Holding78467Y107 - SPDR S&P MidCap 400 ETF Trust $1,242,291 Holding922907738 - VANGUARD MUN BD FDS $813,908 Holding922908751 - Vanguard Small-Cap ETF $562,828 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 4,348 shares (about $2.47M)Schwab Fundamental U.S. Large Company ETF 98,187 shares (about $2.41M)iShares Flexible Income Active ETF 37,551 shares (about $1.98M)Vanguard Value ETF 8,039 shares (about $1.42M)Vanguard FTSE Developed Markets ETF 24,753 shares (about $1.41M) Largest Sales this Quarter Invesco S&P 500 Equal Weight ETF 7,143 shares (about $1.30M)iShares National Muni Bond ETF 10,076 shares (about $1.05M)Schwab US Dividend Equity ETF 28,699 shares (about $760.52K)Vanguard Extended Market ETF 3,508 shares (about $676.02K)Schwab Fundamental U.S. Small Company ETF 21,136 shares (about $605.55K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSignal Tree Financial Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$22,099,504$2,469,764 ▲12.6%38,90619.0%ETFVEAVanguard FTSE Developed Markets ETF$18,100,274$1,411,168 ▲8.5%317,49315.6%ETFBINCiShares Flexible Income Active ETF$8,014,086$1,984,195 ▲32.9%151,6676.9%ETFRSPInvesco S&P 500 Equal Weight ETF$5,843,609$1,298,156 ▼-18.2%32,1545.0%ETFVXFVanguard Extended Market ETF$5,395,240$676,019 ▼-11.1%27,9974.6%ETFBSVVanguard Short-Term Bond ETF$5,135,647$658,404 ▲14.7%65,2564.4%ETFVWOVanguard FTSE Emerging Markets ETF$4,223,808$339,050 ▼-7.4%85,3983.6%ETFFNDASchwab Fundamental U.S. Small Company ETF$4,110,768$605,548 ▼-12.8%143,4823.5%ETFSUBiShares Short-Term National Muni Bond ETF$3,499,867$651,652 ▲22.9%32,9123.0%ETFVTIVanguard Total Stock Market ETF$3,448,923$236,756 ▼-6.4%11,3483.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$3,294,808$480,353 ▲17.1%39,7352.8%ETFSCHCSchwab International Small-Cap Equity ETF$3,243,476$166,612 ▼-4.9%76,1562.8%ETFSCHDSchwab US Dividend Equity ETF$3,129,778$760,522 ▼-19.5%118,1052.7%ETFIXUSiShares Core MSCI Total International Stock ETF$2,410,643$360,568 ▼-13.0%31,1822.1%ManufacturingFNDXSchwab Fundamental U.S. Large Company ETF$2,409,509$2,409,509 ▲New Holding98,1872.1%ETFMUBiShares National Muni Bond ETF$2,275,116$1,052,722 ▼-31.6%21,7762.0%ETFVTVVanguard Value ETF$2,035,161$1,420,813 ▲231.3%11,5151.8%ETFVUSBVanguard Ultra-Short Bond ETF$1,821,949$97,635 ▲5.7%36,5381.6%ETFIWMiShares Russell 2000 ETF$1,385,803$1,385,803 ▲New Holding6,4221.2%FinanceAAPLApple$1,265,980$13,337 ▲1.1%6,1701.1%Computer and TechnologyVONGVanguard Russell 1000 Growth ETF$1,250,109$304,337 ▼-19.6%11,4481.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,242,291$1,242,291 ▲New Holding2,1931.1%ETFVANGUARD MALVERN FDS$1,225,989$399,845 ▲48.4%15,8031.1%CORE BD ETFAMZNAmazon.com$1,097,169$27,204 ▲2.5%5,0010.9%Retail/WholesaleVANGUARD MUN BD FDS$813,908$813,908 ▲New Holding8,2580.7%INTERMEDIATE TRMSPLGSPDR Portfolio S&P 500 ETF$774,439$27,695 ▲3.7%10,6540.7%ETFMSFTMicrosoft$684,934$41,285 ▲6.4%1,3770.6%Computer and TechnologyVBVanguard Small-Cap ETF$562,828$562,828 ▲New Holding2,3750.5%ETFSCHXSchwab US Large-Cap ETF$423,529$6,794 ▼-1.6%17,3290.4%ETFABBVAbbVie$407,347$2,598 ▼-0.6%2,1950.4%MedicalABTAbbott Laboratories$354,1180.0%2,6040.3%MedicalBRK.BBerkshire Hathaway$338,096$33,032 ▲10.8%6960.3%FinanceJPMJPMorgan Chase & Co.$311,073$9,567 ▼-3.0%1,0730.3%FinanceEQWLInvesco S&P 100 Equal Weight ETF$298,0190.0%2,7100.3%ETFADPAutomatic Data Processing$285,8870.0%9270.2%Computer and TechnologySPGMSPDR Portfolio MSCI Global Stock Market ETF$277,794$12,351 ▼-4.3%4,0260.2%ETFPGProcter & Gamble$273,003$2,548 ▲0.9%1,7140.2%Consumer StaplesVTVanguard Total World Stock ETF$252,626$39,577 ▼-13.5%1,9660.2%ETFXOMExxon Mobil$242,981$10,888 ▼-4.3%2,2540.2%EnergyGOOGAlphabet$234,155$887 ▼-0.4%1,3200.2%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$227,529$194,537 ▼-46.1%2,8620.2%ETFRPGInvesco S&P 500 Pure Growth ETF$219,925$219,925 ▲New Holding4,8050.2%ETFHDHome Depot$212,6510.0%5800.2%Retail/WholesaleSCHVSchwab U.S. Large-Cap Value ETF$210,0980.0%7,5930.2%ETFLLYEli Lilly and Company$202,908$202,908 ▲New Holding2600.2%MedicalCHDChurch & Dwight$202,6960.0%2,1090.2%Consumer StaplesNFLXNetflix$202,209$202,209 ▲New Holding1510.2%Consumer DiscretionaryGOOGLAlphabet$201,431$201,431 ▲New Holding1,1430.2%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$0$801,363 ▼-100.0%00.0%ETFFMBFirst Trust Managed Municipal ETF$0$313,424 ▼-100.0%00.0%ManufacturingJNJJohnson & Johnson$0$204,647 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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