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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
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -0.87%
0.15%
$586,962
11,653 shares@ $50.38 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -4.01%
0.15%
$576,381
7,389 shares@ $78.01 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -0.16%
0.14%
$567,225
14,184 shares@ $40.0 avg price
PSLInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.57%
0.14%
$562,322
5,358 shares@ $104.95 avg price
VFHVanguard World Fd
Recent Activity
Decreased -14.42%
0.14%
$558,471
4,730 shares@ $118.07 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -3.52%
0.14%
$557,779
6,512 shares@ $85.66 avg price
VTWOVanguard Scottsdale Fds
Recent Activity
Decreased -0.92%
0.13%
$526,243
5,891 shares@ $89.33 avg price
VTIPVanguard Malvern Fds
Recent Activity
Decreased -39.57%
0.13%
$515,591
10,648 shares@ $48.43 avg price
VCRVanguard World Fd
Recent Activity
Decreased -10.34%
0.13%
$504,135
1,343 shares@ $375.38 avg price
FASTFastenal Co
Recent Activity
Decreased -0.1%
0.12%
$492,727
6,852 shares@ $71.91 avg price