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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
NVDANvidia Corporation
Recent Activity
Increased 3.98%
0.61%
$1.384M
10,309 shares@ $134.3 avg price
ARKWArk Etf Tr
Recent Activity
Decreased -0.06%
0.52%
$1.181M
10,939 shares@ $107.98 avg price
PGProcter And Gamble Co
Recent Activity
Increased 0.82%
0.5%
$1.141M
6,807 shares@ $167.65 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 1.73%
0.5%
$1.133M
1,237 shares@ $916.28 avg price
PEPPepsico Inc
Recent Activity
Increased 1.44%
0.48%
$1.104M
7,263 shares@ $152.07 avg price
FINXGlobal X Fds
Recent Activity
Decreased -0.28%
0.48%
$1.098M
35,171 shares@ $31.23 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -0.11%
0.44%
$1.003M
4,439 shares@ $225.9 avg price
DHRDanaher Corporation
Recent Activity
Decreased -1.28%
0.43%
$984,081
4,287 shares@ $229.56 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -1.4%
0.39%
$891,552
15,060 shares@ $59.2 avg price
DTCRGlobal X Fds
Recent Activity
Decreased -0.06%
0.39%
$880,460
53,200 shares@ $16.55 avg price