• 13F History

SignalPoint Asset Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 14, 2025
Value $
$411M
Signature - Title
Michael Orzel - Chief Operations Officer
Location
Springfield, MO
Summary
This page shows a list of all the recent 13F filings made by SignalPoint Asset Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SignalPoint Asset Management, LLC reported 253 stock holdings with total value $411M as of Q4 2024. Top holdings included ORLY, AAPL, VOO, VEA, and VTI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 253 $411M +$28.3M -$49.5M -$21.2M ORLY, AAPL, VOO, VEA, VTI 13F-HR 1/14/2025, 04:59 PM
Q3 2024 268 $428M +$44.8M -$12.4M +$32.3M ORLY, AAPL, MSFT, VOO, VTI 13F-HR 10/7/2024, 05:20 PM
Q2 2024 257 $374M +$40.1M -$23.4M +$16.7M ORLY, AAPL, VOO, RSPT, VTI 13F-HR 7/22/2024, 12:26 PM
Q1 2024 245 $361M +$24.7M -$20.5M +$4.22M ORLY, AAPL, NVDA, VTI, RSPT 13F-HR 4/11/2024, 11:13 AM
Q4 2023 224 $336M +$9.2M -$11M -$1.79M ORLY, AAPL, FIXD, RSPT, VTI 13F-HR 1/17/2024, 01:14 PM
Q3 2023 211 $313M +$27.8M -$6M +$21.8M ORLY, AAPL, FIXD, RSPT, FTCS 13F-HR 10/13/2023, 03:58 PM
Q2 2023 209 $323M +$1.87M -$4.01M -$2.14M ORLY, AAPL, FIXD, RSPT, FTCS 13F-HR 7/12/2023, 03:51 PM
Q1 2023 216 $304M +$9.48M -$3.8M +$5.68M ORLY, AAPL, FIXD, RSPT, FTCS 13F-HR 4/14/2023, 01:27 PM
Q4 2022 215 $284M +$19.2M -$4.95M +$14.2M ORLY, AAPL, FIXD, RSPT, FTCS 13F-HR 1/26/2023, 05:42 PM
Q3 2022 209 $262M +$12M -$7.26M +$4.74M ORLY, AAPL, FIXD, RSPT, VTI 13F-HR 10/27/2022, 09:38 AM
Q2 2022 212 $272M +$9.75M -$1.28M +$8.47M ORLY, AAPL, RSPT, FIXD, VTI 13F-HR 7/25/2022, 12:17 PM
Q1 2022 228 $313M +$16.5M -$3.9M +$12.6M ORLY, AAPL, RSPT, MSFT, VTI 13F-HR 5/9/2022, 11:02 AM
Q4 2021 238 $327M +$8.7M -$20.7M -$12M ORLY, AAPL, RSPT, MSFT, VTI 13F-HR 1/31/2022, 09:30 AM
Q3 2021 227 $313M +$12.8M -$5.12M +$7.66M ORLY, AAPL, RSPT, MSFT, AMZN 13F-HR 10/28/2021, 11:47 AM
Q2 2021 224 $306M +$12.3M -$7.76M +$4.51M ORLY, AAPL, RSPT, MSFT, AMZN 13F-HR 8/3/2021, 09:33 AM
Q1 2021 221 $283M +$28.6M -$13.3M +$15.3M ORLY, AAPL, RSPT, AMZN, VNQ 13F-HR 5/3/2021, 02:05 PM
Q4 2020 200 $257M +$10.2M -$13M -$2.74M AAPL, ORLY, RSPT, VNQ, SCHO 13F-HR 1/26/2021, 10:14 AM
Q3 2020 197 $239M +$29.8M -$9.02M +$20.8M ORLY, AAPL, RSPT, VNQ, SCHO 13F-HR 11/16/2020, 09:07 AM
Q2 2020 182 $222M +$9.43M -$10M -$618K ORLY, AAPL, RSPT, VNQ, SCHO 13F-HR 7/28/2020, 11:52 AM
Q1 2020 168 $188M +$10.5M -$9.21M +$1.28M ORLY, AAPL, RSPT, SCHO, VNQ 13F-HR 4/23/2020, 10:36 AM
Q4 2019 202 $238M +$10.5M -$4.45M +$6.06M ORLY, AAPL, RSPT, VNQ, RSPH 13F-HR 1/30/2020, 08:52 AM
Q3 2019 217 $225M +$10.5M -$10.7M -$233K ORLY, AAPL, RSPT, VNQ, RSPF 13F-HR 10/18/2019, 12:26 PM
Q2 2019 208 $206M +$7.33M -$8.41M -$1.08M AAPL, RSPT, RSPF, VNQ, RSPH 13F-HR 8/13/2019, 04:10 PM
Q1 2019 209 $227M +$7.91M -$3.17M +$4.74M ORLY, AAPL, RSPT, VNQ, RSPF 13F-HR 5/1/2019, 04:02 PM
Q4 2018 198 $201M +$15.5M -$3.62M +$11.9M ORLY, AAPL, RSPT, VNQ, SCHO 13F-HR 1/22/2019, 11:33 AM
Q3 2018 209 $222M +$11.1M -$5.3M +$5.77M ORLY, AAPL, RSPT, SCHO, RSPH 13F-HR 10/31/2018, 09:52 AM
Q2 2018 202 $207M +$49.1M -$3.99M +$45.1M ORLY, AAPL, RSPT, SCHO, RSPF 13F-HR 7/26/2018, 10:06 AM
Q1 2018 204 $207M +$15.6M -$5.95M +$9.64M ORLY, AAPL, RYTXXXX, RYFXXXX, SCHO 13F-HR 4/24/2018, 10:32 AM
Q4 2017 201 $206M +$9.8M -$6.43M +$3.36M ORLY, AAPL, RYTXXXX, RYFXXXX, RYHXXXX Restatement 1/31/2018, 11:29 AM
Q3 2017 193 $196M +$38.7M -$169M -$130M ORLY, AAPL, RYTXXXX, RYFXXXX, RYHXXXX 13F-HR 10/31/2017, 01:36 PM
Q2 2017 132 $351M +$7.47M -$2.03M +$5.44M JKHY, ORLY, EWJXXXX, VNQ, AAPL 13F-HR 8/1/2017, 09:16 AM
Q1 2017 132 $353M +$30M -$22.3M +$7.63M JKHY, ORLY, EWJXXXX, VNQ, AAPL 13F-HR 5/2/2017, 01:24 PM
Q4 2016 243 $382M +$29.3M -$16.3M +$13M JKHY, ORLY, VNQ, EWJXXXX, AAPL 13F-HR 2/1/2017, 01:19 PM
Q3 2016 232 $369M +$134M -$2.38M +$132M JKHY, ORLY, VNQ, FXH, FXL 13F-HR 11/1/2016, 12:18 PM
Q2 2016 235 $236M +$12.2M -$5.73M +$6.45M JKHY, ORLY, FXL, FXH, AAPL 13F-HR 7/28/2016, 09:16 AM
Q1 2016 227 $229M +$18.1M -$18.1M +$66.8K JKHY, ORLY, FXL, AAPL, FXH 13F-HR 4/26/2016, 11:03 AM
Q4 2015 217 $227M +$14.8M -$13.5M +$1.32M JKHY, ORLY, FXH, FXL, AAPL 13F-HR 2/2/2016, 12:14 PM
Q3 2015 195 $221M +$10.8M -$4.14M +$6.69M JKHY, ORLY, FXD, FXH, AAPL 13F-HR 11/4/2015, 11:42 AM
Q2 2015 191 $236M JKHY, ORLY, FXN, FXD, AAPL 13F-HR 7/6/2015, 11:43 AM
Q1 2015 195 $237M +$48.5M -$37.9M +$10.5M JKHY, ORLY, FXN, FXD, AAPL 13F-HR 4/30/2015, 09:19 PM
Q4 2014 160 $220M +$17.9M -$6.58M +$11.4M JKHY, ORLY, AAPL, VNQ, WMT 13F-HR 2/2/2015, 09:13 AM
Q3 2014 159 $206M +$4.03M -$8.84M -$4.81M JKHY, ORLY, AAPL, PXIXXXX, WMT 13F-HR 10/8/2014, 12:36 PM
Q2 2014 165 $223M +$9.59M -$4.8M +$4.78M JKHY, ORLY, PXIXXXX, VNQ, AAPL 13F-HR 7/17/2014, 03:21 PM
Q1 2014 158 $214M +$9.12M -$6.62M +$2.5M JKHY, ORLY, PXIXXXX, VNQ, WMT 13F-HR 4/17/2014, 10:20 AM
Q4 2013 164 $220M JKHY, ORLY, SHY, PXIXXXX, VTIP 13F-HR 2/6/2014, 04:46 PM