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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
ADBEAdobe Inc
Recent Activity
Increased 0.59%
0.27%
$608,767
1,369 shares@ $444.69 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -2.42%
0.24%
$548,626
1,129 shares@ $485.94 avg price
DDominion Energy Inc
Recent Activity
Increased 1.21%
0.24%
$543,730
10,095 shares@ $53.87 avg price
NFGNational Fuel Gas Co
Recent Activity
Decreased -1.91%
0.24%
$531,860
8,765 shares@ $60.68 avg price
ULTAUlta Beauty Inc
Recent Activity
Increased 1.23%
0.22%
$503,649
1,158 shares@ $434.94 avg price
SYKStryker Corporation
Recent Activity
Decreased -0.43%
0.22%
$495,429
1,376 shares@ $360.06 avg price
IBMInternational Business Machs
Recent Activity
Increased 9.86%
0.21%
$477,668
2,173 shares@ $219.82 avg price
PAYXPaychex Inc
Recent Activity
Decreased -0.41%
0.21%
$476,327
3,397 shares@ $140.22 avg price
SNASnap On Inc
Recent Activity
Decreased -0.14%
0.21%
$465,767
1,372 shares@ $339.49 avg price
CORCencora Inc
Recent Activity
Increased 0.05%
0.2%
$450,259
2,004 shares@ $224.69 avg price