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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
GOOGAlphabet Inc
Recent Activity
Increased 1.05%
1.1%
$4.51M
23,682 shares@ $190.45 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 1.39%
1.07%
$4.39M
9,684 shares@ $453.29 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 0.06%
0.96%
$3.91M
7,648 shares@ $511.25 avg price
BLVVanguard Bd Index Fds
Recent Activity
Increased 9.49%
0.88%
$3.593M
52,509 shares@ $68.43 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 48.9%
0.86%
$3.514M
79,785 shares@ $44.05 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Increased 48.06%
0.73%
$2.993M
66,019 shares@ $45.34 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Increased 1.58%
0.73%
$2.962M
6,962 shares@ $425.5 avg price
BONDPimco Etf Tr
Recent Activity
Increased 46.47%
0.72%
$2.925M
32,354 shares@ $90.43 avg price
VXFVanguard Index Fds
Recent Activity
Increased 41.63%
0.71%
$2.889M
15,206 shares@ $189.99 avg price
TSLATesla Inc
Recent Activity
Increased 2.4%
0.71%
$2.879M
7,130 shares@ $403.84 avg price