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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.06%
0.5%
$2.041M
3,482 shares@ $586.03 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 0.02%
0.45%
$1.826M
7,616 shares@ $239.71 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.08%
0.37%
$1.516M
2,589 shares@ $585.51 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 76.42%
0.36%
$1.439M
59,824 shares@ $24.06 avg price
VVisa Inc
Recent Activity
Increased 4.23%
0.33%
$1.318M
4,170 shares@ $316.05 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 318.84%
0.29%
$1.171M
42,001 shares@ $27.87 avg price
FXOFirst Tr Exchange Traded Fd
Recent Activity
Increased 0.03%
0.27%
$1.09M
20,142 shares@ $54.14 avg price
OKEOneok Inc New
Recent Activity
Increased 22.88%
0.26%
$1.034M
10,297 shares@ $100.41 avg price
MUNIPimco Etf Tr
Recent Activity
Increased 19.15%
0.25%
$1.014M
19,600 shares@ $51.73 avg price
SHYIshares Tr
Recent Activity
Increased 24.17%
0.25%
$1.002M
12,222 shares@ $81.99 avg price