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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
VTVVanguard Index Fds
Recent Activity
Decreased -8.28%
0.21%
$857,843
5,067 shares@ $169.3 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -0.57%
0.21%
$856,149
3,469 shares@ $246.8 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.63%
0.21%
$854,222
2,196 shares@ $388.99 avg price
RSPMInvesco Exchange Traded Fd T
Recent Activity
Decreased -6.99%
0.21%
$839,524
25,776 shares@ $32.57 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -0.43%
0.21%
$831,100
907 shares@ $916.32 avg price
FEPFirst Tr Exch Trd Alphdx Fd
Recent Activity
Decreased -10.38%
0.2%
$802,782
22,415 shares@ $35.82 avg price
IBMInternational Business Machs
Recent Activity
Decreased -1.43%
0.2%
$797,881
3,630 shares@ $219.81 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -0.78%
0.19%
$755,949
7,599 shares@ $99.49 avg price
FEMFirst Tr Exch Trd Alphdx Fd
Recent Activity
Decreased -20.55%
0.19%
$751,175
34,100 shares@ $22.03 avg price
JPUSJ P Morgan Exchange Traded F
Recent Activity
Decreased -1.38%
0.18%
$729,163
6,390 shares@ $114.12 avg price