Michael Orzel

@Signalpoint Asset Management, Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$410.709M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ORCLOracle Corp Recent Activity Increased 2.05%	0.25%	$997,674 5,987 shares@ $166.65 avg price	Increased 2.05%
SCHRSchwab Strategic Tr Recent Activity Increased 85.06%	0.24%	$951,231 39,161 shares@ $24.3 avg price	Increased 85.06%
FXRFirst Tr Exchange Traded Fd Recent Activity Increased 0.01%	0.22%	$868,518 11,610 shares@ $74.81 avg price	Increased 0.01%
SCHDSchwab Strategic Tr Recent Activity Increased 209.16%	0.21%	$851,293 31,160 shares@ $27.33 avg price	Increased 209.16%
KMIKinder Morgan Inc Del Recent Activity Increased 0.1%	0.21%	$824,412 30,088 shares@ $27.41 avg price	Increased 0.1%
RTXRtx Corporation Recent Activity Increased 2.83%	0.2%	$817,446 7,064 shares@ $115.72 avg price	Increased 2.83%
OXYOccidental Pete Corp Recent Activity Increased 55.06%	0.2%	$798,367 16,158 shares@ $49.42 avg price	Increased 55.06%
VONGVanguard Scottsdale Fds Recent Activity Increased 0.86%	0.19%	$755,456 7,313 shares@ $103.31 avg price	Increased 0.86%
LMTLockheed Martin Corp Recent Activity Increased 17.76%	0.19%	$750,777 1,545 shares@ $485.94 avg price	Increased 17.76%
PKWInvesco Exchange Traded Fd T Recent Activity Increased 1.02%	0.18%	$708,216 6,151 shares@ $115.14 avg price	Increased 1.02%