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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
ABBVAbbvie Inc
Recent Activity
Decreased -0.05%
0.44%
$1.785M
10,047 shares@ $177.71 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -1.09%
0.38%
$1.528M
9,117 shares@ $167.65 avg price
RSPGInvesco Exchange Traded Fd T
Recent Activity
Decreased -6%
0.37%
$1.518M
19,881 shares@ $76.36 avg price
BACBank America Corp
Recent Activity
Decreased -1.25%
0.37%
$1.505M
34,252 shares@ $43.96 avg price
TIPIshares Tr
Recent Activity
Decreased -19.19%
0.36%
$1.444M
13,555 shares@ $106.55 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -2.35%
0.34%
$1.376M
9,517 shares@ $144.63 avg price
RSPSInvesco Exchange Traded Fd T
Recent Activity
Decreased -3.21%
0.34%
$1.37M
45,520 shares@ $30.1 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -1.01%
0.34%
$1.363M
4,702 shares@ $289.9 avg price
HYGIshares Tr
Recent Activity
Decreased -12.82%
0.34%
$1.361M
17,307 shares@ $78.66 avg price
LQDIshares Tr
Recent Activity
Decreased -26.36%
0.32%
$1.293M
12,105 shares@ $106.84 avg price