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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
DGROIshares Tr
Recent Activity
Increased 1.13%
0.17%
$686,763
11,196 shares@ $61.35 avg price
FXGFirst Tr Exchange Traded Fd
Recent Activity
Increased 0.02%
0.15%
$612,493
9,561 shares@ $64.07 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 70.82%
0.14%
$568,854
22,023 shares@ $25.83 avg price
APPApplovin Corp
Recent Activity
Increased 0.12%
0.14%
$551,482
1,703 shares@ $323.83 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 1.36%
0.13%
$529,635
1,047 shares@ $505.86 avg price
CLOVClover Health Investments Co
Recent Activity
Increased 6.24%
0.13%
$504,233
160,074 shares@ $3.15 avg price
EPDEnterprise Prods Partners L
Recent Activity
Increased 1.88%
0.13%
$498,635
15,900 shares@ $31.37 avg price
VHTVanguard World Fd
Recent Activity
Increased 5.2%
0.12%
$482,772
1,903 shares@ $253.69 avg price
KOCoca Cola Co
Recent Activity
Increased 2.94%
0.12%
$479,900
7,708 shares@ $62.26 avg price
XAWFXAlliancebernstein Global Hig
Recent Activity
Increased 1.08%
0.11%
$444,254
41,403 shares@ $10.73 avg price