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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
FBTFirst Tr Exchange-traded Fd
Recent Activity
Decreased -4%
0.24%
$967,841
5,823 shares@ $166.22 avg price
COPConocophillips
Recent Activity
Decreased -0.79%
0.24%
$964,934
9,730 shares@ $99.18 avg price
USBUs Bancorp Del
Recent Activity
Decreased -2.69%
0.24%
$963,153
20,137 shares@ $47.84 avg price
FXHFirst Tr Exchange Traded Fd
Recent Activity
Decreased -22.5%
0.24%
$952,883
9,151 shares@ $104.13 avg price
TLTIshares Tr
Recent Activity
Decreased -26.88%
0.23%
$930,414
10,654 shares@ $87.34 avg price
AXPAmerican Express Co
Recent Activity
Decreased -0.88%
0.23%
$925,847
3,120 shares@ $296.75 avg price
VBVanguard Index Fds
Recent Activity
Decreased -8.78%
0.23%
$925,318
3,851 shares@ $240.28 avg price
PFIInvesco Exchange Traded Fd T
Recent Activity
Decreased -2%
0.23%
$922,248
16,177 shares@ $57.01 avg price
PTHInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.37%
0.23%
$917,236
22,908 shares@ $40.04 avg price
PEZInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.61%
0.22%
$887,960
8,992 shares@ $98.75 avg price