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Orgel Wealth Management

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

Top 5 stock holdings are VGSH, MUB, SCHD, SPYG, IVV, and represent 43.10% of Orgel Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SCHD (+$186M), PMBS (+$137M), SCHF (+$84M), SCHX (+$72M), FLQM (+$52M), SPYG (+$48M), IVV (+$17M), VGSH (+$14M), QUAL (+$8.2M), VOE (+$5.8M).
Started 10 new stock positions in PMBS, VXUS, VEU, VXF, SPLG, QQQ, BNDX, IWR, GVI, VTV.
Reduced shares in these 10 stocks: GOVI (-$132M), BND (-$71M), PFF (-$59M), PFFD (-$46M), MUB (-$33M), MMIN, VOT, FQAL, IMCG, SUB.
Sold out of its positions in ELV, PFFD, IJH, PFF, JNJ.
Orgel Wealth Management was a net buyer of stock by $298M.
Orgel Wealth Management has $3.8B in assets under management (AUM), dropping by -4.11%.
Central Index Key (CIK): 0001658535

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Portfolio Holdings for Orgel Wealth Management

Orgel Wealth Management holds 86 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Short Term Treas (VGSH)	11.3	$431M	+3%	7.4M	58.18	View chart
Ishares Tr National Mun Etf (MUB)	9.4	$359M	-8%	3.4M	106.55	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	7.9	$302M	+159%	11M	27.32	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	7.6	$291M	+19%	3.3M	87.90	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.0	$268M	+6%	455k	588.68	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.1	$234M	-23%	3.2M	71.91	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	6.0	$228M	+3%	1.3M	178.08	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	4.6	$176M	+2%	2.6M	67.88	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	4.5	$173M		1.6M	106.04	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	4.0	$155M	+116%	8.4M	18.50	View chart
New York Life Invts Active E Nyli Mackay Muni (MMIN)	3.8	$146M	-3%	6.1M	23.84	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	3.6	$137M	NEW	2.9M	47.86	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.3	$128M	+2%	2.6M	50.13	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.9	$113M	+5%	696k	161.77	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.8	$107M	+205%	4.6M	23.18	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	2.2	$84M		1.3M	65.55	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	2.2	$84M	+165%	1.5M	54.31	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	1.6	$63M	-2%	965k	65.43	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.4	$55M	-4%	215k	253.75	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.3	$52M	+3%	736k	70.28	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.2	$48M	+4%	1.8M	26.63	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.7	$26M		343k	74.26	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.7	$25M		375k	67.03	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.6	$24M	-3%	312k	75.53	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.6	$22M		205k	104.89	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$18M		336k	52.22	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$11M		44k	240.28	View chart
Ishares Tr Core Total Usd (IUSB)	0.3	$10M	-2%	223k	45.20	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$8.7M	+6%	114k	76.14	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$5.8M	+94%	225k	25.86	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$5.0M	+7%	88k	56.70	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$3.7M		6.2k	586.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$2.7M	+52%	5.0k	538.81	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$2.6M	+326%	95k	27.87	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.5M		33k	75.61	View chart
Microsoft Corporation (MSFT)	0.1	$2.2M	-3%	5.1k	421.50	View chart
Apple (AAPL)	0.1	$2.0M		7.9k	250.42	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$2.0M		16k	127.59	View chart
Blackrock Etf Trust Ii Ishares High Yie (HYMU)	0.0	$1.7M		76k	22.66	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$1.7M	+46%	5.8k	289.81	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$1.4M		6.6k	220.96	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$1.3M	+219%	14k	96.90	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.0	$1.2M		12k	103.04	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$1.1M		20k	55.45	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$1.0M	+3%	2.6k	401.58	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$951k	+4%	22k	44.04	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$932k		1.6k	569.58	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.0	$926k	NEW	8.9k	104.23	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$909k	-25%	7.1k	128.62	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$845k	+7%	2.1k	410.44	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.0	$809k	+20%	33k	24.29	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$790k		3.3k	242.12	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$744k	NEW	8.4k	88.40	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$658k		2.0k	322.16	View chart
Meta Platforms Cl A (META)	0.0	$594k		1.0k	585.51	View chart
Progressive Corporation (PGR)	0.0	$588k		2.5k	239.61	View chart
Amazon (AMZN)	0.0	$566k		2.6k	219.39	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$528k	-58%	5.0k	105.48	View chart
Firstservice Corp (FSV)	0.0	$519k		2.9k	181.02	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$493k	+8%	4.3k	115.22	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$453k	NEW	9.2k	49.05	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$452k		2.4k	185.13	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$443k	NEW	2.6k	169.30	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$426k	NEW	7.2k	58.93	View chart
Mastercard Incorporated Cl A (MA)	0.0	$426k		808.00	526.57	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$417k		1.4k	287.82	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$412k	NEW	7.2k	57.41	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$396k	+47%	2.0k	195.83	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$388k	NEW	2.0k	189.98	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$381k	-12%	3.9k	96.53	View chart
Cintas Corporation (CTAS)	0.0	$365k		2.0k	182.70	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	0.0	$354k	-99%	13k	27.03	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$348k		2.7k	126.75	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.0	$313k		4.3k	72.51	View chart
Pepsi (PEP)	0.0	$274k		1.8k	152.06	View chart
JPMorgan Chase & Co. (JPM)	0.0	$273k		1.1k	239.71	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$257k		6.3k	40.92	View chart
Caterpillar (CAT)	0.0	$256k		706.00	362.76	View chart
Illinois Tool Works (ITW)	0.0	$254k		1.0k	253.56	View chart
UnitedHealth (UNH)	0.0	$253k		501.00	505.86	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.0	$250k		8.7k	28.72	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.0	$230k	NEW	3.3k	68.94	View chart
Procter & Gamble Company (PG)	0.0	$217k		1.3k	167.65	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$216k		477.00	453.28	View chart
Home Depot (HD)	0.0	$212k		545.00	388.99	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$210k	NEW	411.00	511.23	View chart

Past Filings by Orgel Wealth Management

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

Orgel Wealth Management 2024 Q4 filed Jan. 15, 2025
Orgel Wealth Management 2024 Q3 filed Oct. 17, 2024
Orgel Wealth Management 2024 Q2 filed July 22, 2024
Orgel Wealth Management 2024 Q1 filed April 15, 2024
Orgel Wealth Management 2023 Q4 filed Jan. 11, 2024
Orgel Wealth Management 2023 Q3 filed Oct. 26, 2023
Orgel Wealth Management 2023 Q2 filed July 10, 2023
Orgel Wealth Management 2023 Q1 filed April 6, 2023
Orgel Wealth Management 2022 Q4 filed Jan. 17, 2023
Orgel Wealth Management 2022 Q3 filed Oct. 25, 2022
Orgel Wealth Management 2022 Q2 filed July 13, 2022
Orgel Wealth Management 2022 Q1 filed May 10, 2022
Orgel Wealth Management 2021 Q4 filed Jan. 24, 2022
Orgel Wealth Management 2021 Q3 filed Oct. 26, 2021
Orgel Wealth Management 2021 Q2 filed July 23, 2021
Orgel Wealth Management 2021 Q1 filed April 28, 2021

View all past filings

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