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
DVNDevon Energy Corp New Recent Activity Exited	0%	$2.257M 57,698 shares@ $39.13 avg price	Exited
BLKBlackrock Inc Recent Activity Exited	0%	$419,683 442 shares@ $949.51 avg price	Exited
SPOTSpotify Technology S A Recent Activity Exited	0%	$398,012 1,080 shares@ $368.53 avg price	Exited
LOWLowes Cos Inc Recent Activity Exited	0%	$287,643 1,062 shares@ $270.86 avg price	Exited
CAGConagra Brands Inc Recent Activity Exited	0%	$269,949 8,301 shares@ $32.53 avg price	Exited
KOCoca Cola Co Recent Activity Exited	0%	$207,963 2,894 shares@ $71.87 avg price	Exited
QCOMQualcomm Inc Recent Activity Exited	0%	$201,509 1,185 shares@ $170.05 avg price	Exited