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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
FISFidelity Natl Information Sv
Recent Activity
Decreased -3.33%
1.08%
$2.482M
30,726 shares@ $80.77 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Increased 36.35%
1.08%
$2.467M
64,304 shares@ $38.37 avg price
MPCMarathon Pete Corp
Recent Activity
Decreased -2.29%
1.05%
$2.415M
17,312 shares@ $139.5 avg price
MDTMedtronic Plc
Recent Activity
Decreased -4.26%
1%
$2.285M
28,603 shares@ $79.89 avg price
PEGPublic Svc Enterprise Grp In
Recent Activity
Decreased -1.62%
0.79%
$1.821M
21,551 shares@ $84.5 avg price
ISCGIshares Tr
Recent Activity
Increased 20.63%
0.76%
$1.743M
35,236 shares@ $49.46 avg price
NEENextera Energy Inc
Recent Activity
Decreased -0.09%
0.76%
$1.738M
24,238 shares@ $71.69 avg price
BBYBest Buy Inc
Recent Activity
Decreased -0.27%
0.72%
$1.656M
19,299 shares@ $85.8 avg price
FASTFastenal Co
Recent Activity
Decreased -0.76%
0.67%
$1.525M
21,214 shares@ $71.92 avg price
MINTPimco Etf Tr
Recent Activity
Decreased -0.22%
0.65%
$1.496M
14,913 shares@ $100.34 avg price