Orgel Wealth Management

Latest statistics and disclosures from Orgel Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Orgel Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Orgel Wealth Management

Orgel Wealth Management holds 84 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr National Mun Etf (MUB) 12.3 $415M +1262% 3.8M 108.41
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 11.1 $375M 6.4M 58.33
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 10.6 $359M 4.9M 73.55
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Schwab Strategic Tr Us Dividend Eq (SCHD) 9.3 $313M 4.1M 76.13
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 5.6 $190M 1.9M 99.19
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 5.6 $189M -3% 2.9M 65.06
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Vanguard Whitehall Fds Intl High Etf (VYMI) 4.6 $155M +5% 2.3M 66.49
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Indexiq Active Etf Tr Iq Mackay Insred (MMIN) 3.8 $129M 5.3M 24.56
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Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI) 3.6 $123M 4.3M 28.83
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Ishares Tr Shrt Nat Mun Etf (SUB) 3.4 $114M +2823% 1.1M 105.43
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Ishares Tr Core S&p500 Etf (IVV) 3.1 $105M +11% 219k 477.63
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.8 $94M -80% 1.8M 51.05
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.7 $90M -4% 1.6M 56.40
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.6 $88M +7% 2.4M 36.96
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 2.3 $78M +14% 353k 219.57
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Janus Detroit Str Tr Hendersn Cap Etf (JSML) 1.9 $65M +14% 1.1M 59.00
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Ishares Tr Msci Usa Qlt Fct (QUAL) 1.9 $63M +14% 430k 147.14
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.7 $58M +14% 397k 145.01
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Ishares Tr Pfd And Incm Sec (PFF) 1.7 $57M NEW 1.8M 31.19
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Ishares Tr Core Msci Eafe (IEFA) 1.5 $49M -3% 701k 70.35
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Ishares Tr 0-3 Mnth Treasry (SGOV) 1.1 $37M NEW 370k 100.27
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Global X Fds Us Pfd Etf (PFFD) 1.0 $34M -62% 1.8M 19.40
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Ishares Tr MRGSTR MD CP GRW (IMCG) 0.8 $27M -3% 414k 64.45
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Ishares Tr Mrgstr Md Cp Val (IMCV) 0.7 $24M +9% 358k 67.72
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.7 $23M +11% 911k 24.79
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Vanguard World Esg Us Stk Etf (ESGV) 0.6 $20M 240k 85.06
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.5 $18M -11% 339k 54.08
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Ishares Core Msci Emkt (IEMG) 0.5 $17M -16% 335k 50.58
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Vanguard Index Fds Small Cp Etf (VB) 0.4 $12M +25% 56k 213.33
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Ishares Tr Core Total Usd (IUSB) 0.3 $11M +1976% 232k 46.07
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $6.5M +2% 139k 47.24
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $5.5M 72k 75.54
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Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $5.0M +5% 90k 55.28
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Microsoft Corporation (MSFT) 0.1 $2.5M -2% 6.7k 376.04
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Apple (AAPL) 0.1 $1.9M +3% 9.9k 192.53
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Ishares Tr Intrm Gov Cr Etf (GVI) 0.1 $1.8M NEW 17k 104.76
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Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.1 $1.7M 64k 26.95
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Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $1.6M +18% 14k 111.63
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $1.6M -2% 19k 82.96
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $1.3M +11% 2.6k 475.31
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $1.2M -12% 2.6k 436.80
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Ishares Esg Awr Msci Em (ESGE) 0.0 $1.1M 35k 32.06
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Ishares Msci Emrg Chn (EMXC) 0.0 $1.1M 20k 55.41
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $1.0M 9.5k 105.23
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Ishares Tr Esg Msci Leadr (SUSL) 0.0 $990k -6% 12k 84.38
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Ishares Tr Core Us Aggbd Et (AGG) 0.0 $895k NEW 9.0k 99.25
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $685k -68% 17k 41.10
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $664k 2.2k 303.17
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $635k 1.3k 507.38
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Spdr Gold Tr Gold Shs (GLD) 0.0 $624k 3.3k 191.16
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Vanguard Index Fds Growth Etf (VUG) 0.0 $622k 2.0k 310.88
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Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $617k 2.6k 237.22
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Dbx Etf Tr Xtrack Msci Eafe (HDEF) 0.0 $615k -53% 25k 24.68
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $536k 2.0k 262.26
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Firstservice Corp (FSV) 0.0 $464k -12% 2.9k 162.09
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $464k +3% 4.3k 108.25
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $457k -62% 1.8k 252.22
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $422k -28% 4.7k 89.80
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $409k +4% 2.5k 165.25
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Amazon (AMZN) 0.0 $406k 2.7k 151.94
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Progressive Corporation (PGR) 0.0 $397k 2.5k 159.28
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Ishares Tr Intl Eqty Factor (INTF) 0.0 $394k -93% 14k 28.03
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Mastercard Incorporated Cl A (MA) 0.0 $366k -8% 859.00 426.51
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Meta Platforms Cl A (META) 0.0 $362k 1.0k 353.96
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $337k 3.2k 104.46
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Cintas Corporation (CTAS) 0.0 $316k -28% 524.00 602.66
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Pepsi (PEP) 0.0 $313k -12% 1.8k 169.84
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $312k +16% 1.1k 277.15
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UnitedHealth (UNH) 0.0 $307k +18% 583.00 526.47
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Johnson & Johnson (JNJ) 0.0 $301k -4% 1.9k 156.74
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Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.0 $286k -8% 3.9k 73.08
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JPMorgan Chase & Co. (JPM) 0.0 $275k NEW 1.6k 170.10
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $267k +11% 1.3k 200.71
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $266k NEW 1.6k 170.40
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Illinois Tool Works (ITW) 0.0 $265k -2% 1.0k 261.94
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $262k 11k 24.48
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NVIDIA Corporation (NVDA) 0.0 $254k -21% 512.00 495.22
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $234k 6.3k 37.22
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Caterpillar (CAT) 0.0 $232k NEW 785.00 295.67
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $231k NEW 3.1k 75.10
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Anthem (ELV) 0.0 $229k 485.00 471.56
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Home Depot (HD) 0.0 $212k NEW 611.00 346.55
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $206k NEW 578.00 356.66
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Xcel Energy (XEL) 0.0 $205k NEW 3.3k 61.91
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Past Filings by Orgel Wealth Management

SEC 13F filings are viewable for Orgel Wealth Management going back to 2015

View all past filings