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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
ORLYOreilly Automotive Inc
Recent Activity
Decreased -0.66%
14.63%
$60.065M
50,654 shares@ $1185.8 avg price
AAPLApple Inc
Recent Activity
Decreased -1.13%
10.36%
$42.54M
169,874 shares@ $250.42 avg price
VOOVanguard Index Fds
Recent Activity
Increased 38.64%
5.19%
$21.286M
39,506 shares@ $538.82 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 48.63%
2.52%
$10.318M
215,758 shares@ $47.83 avg price
VTIVanguard Index Fds
Recent Activity
Increased 9.64%
2.41%
$9.879M
34,089 shares@ $289.81 avg price
WMTWalmart Inc
Recent Activity
Increased 0.03%
2.15%
$8.795M
97,344 shares@ $90.36 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -71.95%
2.06%
$8.446M
20,037 shares@ $421.51 avg price
RSPTInvesco Exchange Traded Fd T
Recent Activity
Decreased -5.79%
1.97%
$8.052M
215,173 shares@ $37.43 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.91%
1.89%
$7.746M
57,679 shares@ $134.3 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.05%
1.74%
$7.122M
32,461 shares@ $219.39 avg price