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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
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$2.688M
59,199 shares@ $45.41 avg price
FTAFirst Tr Lrg Cp Vl Alphadex
Recent Activity
Exited
0%
$1.295M
16,409 shares@ $78.91 avg price
FDTFirst Tr Exch Trd Alphdx Fd
Recent Activity
Exited
0%
$1.177M
20,240 shares@ $58.18 avg price
SDVYFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$1.08M
29,803 shares@ $36.26 avg price
LGOVFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$1.012M
45,058 shares@ $22.47 avg price
TDIVFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$869,439
10,822 shares@ $80.34 avg price
FIIGFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$676,576
31,542 shares@ $21.46 avg price
FTCFirst Trust Lrgcp Gwt Alphad
Recent Activity
Exited
0%
$649,232
4,939 shares@ $131.46 avg price
LMBSFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$598,755
12,123 shares@ $49.4 avg price
FMFFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$483,207
10,128 shares@ $47.72 avg price