Malcolm Migel

@Phoenix Wealth Advisors

Latest period2024 - Q4

Reported1d ago

Managed Assets$230.563M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ISCFIshares Tr Recent Activity New Position	3.49%	$8.04M 249,084 shares@ $32.29 avg price	New Position
BLKBlackrock Inc Recent Activity New Position	0.2%	$444,898 434 shares@ $1025.12 avg price	New Position
RYRoyal Bk Cda Recent Activity New Position	0.12%	$260,965 2,166 shares@ $120.49 avg price	New Position
PMPhilip Morris Intl Inc Recent Activity New Position	0.1%	$228,841 1,901 shares@ $120.38 avg price	New Position
AEPAmerican Elec Pwr Co Inc Recent Activity New Position	0.1%	$214,039 2,321 shares@ $92.22 avg price	New Position