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Michael Orzel

@Signalpoint Asset Management, Llc

Latest period2024 - Q4ReportedManaged Assets$410.709MTotal holdings253
Assets growth rate-4.09%Assets growth rate (2-Q avg)5.14%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Signalpoint Asset Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 253 positions.

Assets under management

The assets under management (AUM) of Signalpoint Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 410.709M in assets, with a quarterly growth rate of -4.09% and a 2-quarter average growth rate of 5.14%. The portfolio is managed by Michael Orzel, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ORLYOreilly Automotive Inc
Recent Activity
Decreased -0.66%
14.63%
$60.065M
50,654 shares@ $1185.8 avg price
AAPLApple Inc
Recent Activity
Decreased -1.13%
10.36%
$42.54M
169,874 shares@ $250.42 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -71.95%
2.06%
$8.446M
20,037 shares@ $421.51 avg price
RSPTInvesco Exchange Traded Fd T
Recent Activity
Decreased -5.79%
1.97%
$8.052M
215,173 shares@ $37.43 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.49%
0.98%
$4.006M
21,164 shares@ $189.31 avg price
RSPFInvesco Exchange Traded Fd T
Recent Activity
Decreased -7.61%
0.94%
$3.824M
52,846 shares@ $72.38 avg price
RSPHInvesco Exchange Traded Fd T
Recent Activity
Decreased -3.4%
0.82%
$3.361M
114,701 shares@ $29.3 avg price
VOOGVanguard Admiral Fds Inc
Recent Activity
Decreased -11.87%
0.82%
$3.358M
9,174 shares@ $366.06 avg price
VNQVanguard Index Fds
Recent Activity
Decreased -2.17%
0.82%
$3.354M
37,647 shares@ $89.08 avg price
RSPNInvesco Exchange Traded Fd T
Recent Activity
Decreased -3.51%
0.82%
$3.337M
66,484 shares@ $50.21 avg price