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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
VTWVVanguard Scottsdale Fds
Recent Activity
Increased 10.41%
1.3%
$2.995M
20,709 shares@ $144.62 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -4.5%
1.3%
$2.975M
20,572 shares@ $144.63 avg price
DRIDarden Restaurants Inc
Recent Activity
Decreased -3.79%
1.19%
$2.724M
14,591 shares@ $186.7 avg price
APDAir Prods & Chems Inc
Recent Activity
Decreased -3.06%
1.18%
$2.716M
9,365 shares@ $290.05 avg price
CMECme Group Inc
Recent Activity
Decreased -3.45%
1.18%
$2.699M
11,622 shares@ $232.23 avg price
JCIJohnson Ctls Intl Plc
Recent Activity
Decreased -3.55%
1.15%
$2.648M
33,547 shares@ $78.94 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -3.4%
1.15%
$2.631M
26,447 shares@ $99.49 avg price
UNPUnion Pac Corp
Recent Activity
Decreased -3.14%
1.13%
$2.597M
11,388 shares@ $228.05 avg price
CBChubb Limited
Recent Activity
Decreased -2.4%
1.1%
$2.529M
9,153 shares@ $276.31 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -4.13%
1.09%
$2.492M
62,316 shares@ $40.0 avg price