test

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
RSPDInvesco Exchange Traded Fd T
Recent Activity
Decreased -7.72%
0.76%
$3.084M
57,727 shares@ $53.44 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -1.91%
0.71%
$2.903M
26,989 shares@ $107.57 avg price
VOOVVanguard Admiral Fds Inc
Recent Activity
Decreased -12.32%
0.66%
$2.683M
14,543 shares@ $184.51 avg price
BNDVanguard Bd Index Fds
Recent Activity
Decreased -0.51%
0.65%
$2.636M
36,657 shares@ $71.91 avg price
RSPCInvesco Exchange Traded Fd T
Recent Activity
Decreased -7.45%
0.59%
$2.407M
70,362 shares@ $34.21 avg price
PTFInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.72%
0.59%
$2.386M
32,882 shares@ $72.57 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -3.06%
0.51%
$2.09M
13,607 shares@ $153.63 avg price
CVXChevron Corp New
Recent Activity
Decreased -7.54%
0.51%
$2.079M
14,354 shares@ $144.84 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -6.66%
0.48%
$1.932M
8,334 shares@ $231.85 avg price
IAUIshares Gold Tr
Recent Activity
Decreased -6.22%
0.45%
$1.808M
36,508 shares@ $49.51 avg price