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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
RSPUInvesco Exchange Traded Fd T
Recent Activity
Decreased -3.35%
0.31%
$1.273M
19,364 shares@ $65.74 avg price
DVYIshares Tr
Recent Activity
Decreased -1.46%
0.29%
$1.166M
8,882 shares@ $131.3 avg price
VGTVanguard World Fd
Recent Activity
Decreased -16.51%
0.29%
$1.16M
1,866 shares@ $621.81 avg price
PRNInvesco Exchange Traded Fd T
Recent Activity
Decreased -1.72%
0.29%
$1.156M
7,518 shares@ $153.77 avg price
CATCaterpillar Inc
Recent Activity
Decreased -0.09%
0.28%
$1.144M
3,154 shares@ $362.77 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -1.2%
0.28%
$1.144M
1,482 shares@ $771.81 avg price
IEFIshares Tr
Recent Activity
Decreased -23.13%
0.27%
$1.106M
11,962 shares@ $92.46 avg price
PEPPepsico Inc
Recent Activity
Decreased -6.09%
0.27%
$1.087M
7,151 shares@ $152.07 avg price
SOSouthern Co
Recent Activity
Decreased -3.28%
0.27%
$1.086M
13,193 shares@ $82.33 avg price
RSPRInvesco Exchange Traded Fd T
Recent Activity
Decreased -2.54%
0.25%
$990,842
28,161 shares@ $35.19 avg price