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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
PSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -4.09%
0.18%
$699,950
10,483 shares@ $66.78 avg price
CWBSpdr Ser Tr
Recent Activity
Decreased -5.15%
0.17%
$691,897
8,883 shares@ $77.9 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -0.4%
0.17%
$683,241
5,355 shares@ $127.59 avg price
FPAFirst Tr Exch Trd Alphdx Fd
Recent Activity
Decreased -15.41%
0.17%
$676,363
24,682 shares@ $27.41 avg price
NFLXNetflix Inc
Recent Activity
Decreased -16.72%
0.17%
$674,729
757 shares@ $891.32 avg price
ABTAbbott Labs
Recent Activity
Decreased -0.11%
0.17%
$671,534
5,937 shares@ $113.11 avg price
FJPFirst Tr Exch Trd Alphdx Fd
Recent Activity
Decreased -11.49%
0.17%
$661,142
12,793 shares@ $51.68 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -3.85%
0.17%
$657,154
11,101 shares@ $59.2 avg price
EMLPFirst Tr Exchange-traded Fd
Recent Activity
Decreased -0.01%
0.16%
$643,340
18,046 shares@ $35.66 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -18.39%
0.16%
$636,802
2,630 shares@ $242.14 avg price