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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
GOVTIshares Tr
Recent Activity
New Position
0.19%
$759,834
33,065 shares@ $22.99 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.1%
$383,758
5,313 shares@ $72.24 avg price
JMHIJ P Morgan Exchange Traded F
Recent Activity
New Position
0.09%
$351,540
7,000 shares@ $50.22 avg price
HYMUBlackrock Etf Trust Ii
Recent Activity
New Position
0.09%
$331,742
14,640 shares@ $22.66 avg price
IGIBIshares Tr
Recent Activity
New Position
0.08%
$299,531
5,815 shares@ $51.52 avg price
TSNTyson Foods Inc
Recent Activity
New Position
0.06%
$240,788
4,192 shares@ $57.44 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.06%
$228,004
222 shares@ $1027.05 avg price
IWFIshares Tr
Recent Activity
New Position
0.06%
$223,278
556 shares@ $401.58 avg price
HONHoneywell Intl Inc
Recent Activity
New Position
0.06%
$210,078
930 shares@ $225.9 avg price
WSMWilliams Sonoma Inc
Recent Activity
New Position
0.06%
$209,029
1,129 shares@ $185.15 avg price