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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
ARKBArk 21shares Bitcoin Etf
Recent Activity
Increased 7.94%
0.11%
$423,912
4,545 shares@ $93.27 avg price
TAt&t Inc
Recent Activity
Increased 0.27%
0.11%
$413,268
18,150 shares@ $22.77 avg price
AGGIshares Tr
Recent Activity
Increased 94%
0.1%
$382,206
3,944 shares@ $96.91 avg price
RSGRepublic Svcs Inc
Recent Activity
Increased 16.62%
0.1%
$374,195
1,860 shares@ $201.19 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Increased 5.2%
0.09%
$360,253
4,760 shares@ $75.69 avg price
VLOValero Energy Corp
Recent Activity
Increased 0.04%
0.09%
$360,049
2,937 shares@ $122.6 avg price
AMGNAmgen Inc
Recent Activity
Increased 10.95%
0.09%
$353,860
1,358 shares@ $260.58 avg price
VDCVanguard World Fd
Recent Activity
Increased 9.76%
0.09%
$344,972
1,632 shares@ $211.38 avg price
BKLNInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 0.09%
0.09%
$336,524
15,972 shares@ $21.07 avg price
ORealty Income Corp
Recent Activity
Increased 1.91%
0.09%
$329,023
6,160 shares@ $53.42 avg price