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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
TSLATesla Inc
Recent Activity
Decreased -2.78%
0.32%
$732,162
1,813 shares@ $403.85 avg price
HDVIshares Tr
Recent Activity
Increased 186.68%
0.32%
$719,587
6,410 shares@ $112.27 avg price
AMGNAmgen Inc
Recent Activity
Decreased -0.18%
0.31%
$698,255
2,679 shares@ $260.65 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 4.02%
0.31%
$693,711
3,162 shares@ $219.39 avg price
GRMNGarmin Ltd
Recent Activity
Decreased -1.62%
0.3%
$688,908
3,340 shares@ $206.26 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 21.75%
0.3%
$677,231
3,578 shares@ $189.28 avg price
TXNTexas Instrs Inc
Recent Activity
Increased 0.45%
0.28%
$636,596
3,395 shares@ $187.51 avg price
AXPAmerican Express Co
Recent Activity
Decreased -2.1%
0.28%
$636,021
2,143 shares@ $296.8 avg price
IAUIshares Gold Tr
Recent Activity
Decreased -0.07%
0.27%
$618,429
12,491 shares@ $49.51 avg price
URNMSprott Fds Tr
Recent Activity
Decreased -2.38%
0.27%
$618,315
15,339 shares@ $40.31 avg price