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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

InvestmentPortfolio %Reported Value
JPST
J P Morgan Exchange Traded F
Recent Activity
Increased 33.42%
17.02%
$39.224M
778,719 shares@ $50.37 avg price
JMST
J P Morgan Exchange Traded F
Recent Activity
Decreased -1.03%
4.02%
$9.249M
182,397 shares@ $50.71 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -6.2%
3.65%
$8.409M
19,950 shares@ $421.5 avg price
AAPL
Apple Inc
Recent Activity
Increased 7.45%
3.58%
$8.248M
32,938 shares@ $250.43 avg price
ISCF
Ishares Tr
Recent Activity
New Position
3.49%
$8.04M
249,084 shares@ $32.29 avg price
DIVO
Amplify Etf Tr
Recent Activity
Increased 1.29%
3.4%
$7.818M
193,140 shares@ $40.48 avg price
IUSG
Ishares Tr
Recent Activity
Decreased -10.46%
3.06%
$7.04M
50,523 shares@ $139.36 avg price
VEA
Vanguard Tax-managed Fds
Recent Activity
Increased 6.39%
2.12%
$4.884M
102,134 shares@ $47.83 avg price
SPYV
Spdr Ser Tr
Recent Activity
Increased 14.33%
2.12%
$4.883M
95,490 shares@ $51.14 avg price
VOTE
Tcw Etf Trust
Recent Activity
Increased 24.22%
1.88%
$4.331M
62,959 shares@ $68.79 avg price

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