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Malcolm Migel

@Phoenix Wealth Advisors

Latest period2024 - Q4ReportedManaged Assets$230.563MTotal holdings120
Assets growth rate7.04%Assets growth rate (2-Q avg)7.59%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Phoenix Wealth Advisors's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 120 positions.

Assets under management

The assets under management (AUM) of Phoenix Wealth Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 230.563M in assets, with a quarterly growth rate of 7.04% and a 2-quarter average growth rate of 7.59%. The portfolio is managed by Malcolm Migel, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JMSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -1.03%
4.02%
$9.249M
182,397 shares@ $50.71 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -6.2%
3.65%
$8.409M
19,950 shares@ $421.5 avg price
IUSGIshares Tr
Recent Activity
Decreased -10.46%
3.06%
$7.04M
50,523 shares@ $139.36 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -2.23%
1.85%
$4.257M
12,828 shares@ $331.87 avg price
GOVTIshares Tr
Recent Activity
Decreased -9.6%
1.81%
$4.172M
181,564 shares@ $22.99 avg price
WMTWalmart Inc
Recent Activity
Decreased -3.83%
1.81%
$4.167M
46,124 shares@ $90.35 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -1.57%
1.79%
$4.11M
9,067 shares@ $453.29 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -2.57%
1.77%
$4.066M
16,962 shares@ $239.71 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -3.73%
1.77%
$4.064M
17,528 shares@ $231.85 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.97%
1.42%
$3.27M
8,407 shares@ $389.0 avg price