Orgel Wealth Management

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

  • Top 5 stock holdings are MUB, SCHX, SCHD, IVV, ESGV, and represent 65.23% of Orgel Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: SCHX (+$15.42M), ESGV (+$8.11M), IEFA (+$6.60M), SCHA (+$5.97M), VSGX (+$5.32M), IEMG, VOT, VCSH, AGG, FB.
  • Started 14 new stock positions in IWD, SUSB, IEMG, MCD, VCSH, UNH, IEFA, SCHA, ECL, VO. IRET, PGR, MA, FB.
  • Reduced shares in these 10 stocks: IVV (-$18.11M), MUB (-$15.87M), SCHF (-$8.25M), SUB (-$6.20M), VIOO (-$5.71M), QUAL (-$5.13M), SCHD (-$5.00M), INTF, SCHE, VEA.
  • Sold out of its positions in VMBS, XEL, YRCW.
  • Orgel Wealth Management was a net seller of stock by $13.05M.
  • Orgel Wealth Management has $265.32M in assets under management (AUM), growing by 5.18%.

Portfolio Holdings for Orgel Wealth Management

Companies in the Orgel Wealth Management portfolio as of the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Ishares Tr National Mun Etf (MUB) 38.16 877.37k -13% 115.40
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 8.57 307.04k +210% 74.10
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.54 335.16k -22% 51.75
Ishares Tr Core S&p500 Etf (IVV) 6.21 53.23k -52% 309.68
Vanguard World Esg Us Stk Etf (ESGV) 5.74 270.25k +113% 56.39
Vanguard Index Fds Mcap Gr Idxvip (VOT) 4.19 67.34k +23% 165.09
Vanguard World Fd Esg Intl Stk Etf (VSGX) 3.70 203.95k +118% 48.10
Ishares Tr Usa Quality Fctr (QUAL) 3.39 93.69k -36% 95.92
Ishares Tr Multifactor Intl (INTF) 2.66 308.39k -13% 22.92
Ishares Tr Core Msci Eafe (IEFA) 2.49 115.54k NEW 57.16
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.25 91.36k NEW 65.34
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.13 189.84k -59% 29.75
Schwab Strategic Tr Emerg Mkteq Etf (SCHE) 1.98 215.50k -10% 24.35
Ishares Core Msci Emkt (IEMG) 1.88 104.54k NEW 47.60
Ishares Tr Core Us Aggbd Et (AGG) 1.66 37.24k +45% 118.20
Ishares Tr Shrt Nat Mun Etf (SUB) 1.41 34.73k -62% 107.87
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.98 20.77k -68% 125.15
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.80 53.83k 39.61
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.64 20.48k NEW 82.68
Microsoft Corporation (MSFT) 0.48 6.21k +7% 203.58
Apple (AAPL) 0.44 3.18k +26% 364.75
Vanguard Index Fds Growth Etf (VUG) 0.31 4.09k 202.15
Spdr Gold Tr Gold Shs (GLD) 0.24 3.82k 167.36
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.20 1.62k 324.71
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.19 1.81k 283.34
Vanguard Index Fds Total Stk Mkt (VTI) 0.18 3.04k +8% 156.46
Facebook Cl A (FB) 0.17 2.00k NEW 227.00
Amazon (AMZN) 0.14 137 +7% 2759.12
Ishares Tr Russell 2000 Etf (IWM) 0.14 2.58k +46% 143.36
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.13 5.69k -16% 62.23
Vanguard Specialized Funds Div App Etf (VIG) 0.13 2.98k -36% 117.04
Ishares Tr Rus 1000 Grw Etf (IWF) 0.13 1.76k 192.05
Firstservice Corp (FSV) 0.12 3.29k 100.61
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.12 6.42k 51.40
Investors Real Estate Trust Sh Ben Int (IRET) 0.12 4.38k NEW 70.70
PolyOne Corporation (POL) 0.10 10.56k 26.24
Ecolab (ECL) 0.09 1.25k NEW 199.20
Ishares Tr Core S&p Scp Etf (IJR) 0.09 3.64k -3% 68.37
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.09 4.29k 56.16
Mastercard Incorporated Cl A (MA) 0.09 801 NEW 295.88
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.09 3.20k -33% 73.41
Vanguard Whitehall Fds High Div Yld (VYM) 0.09 2.88k 78.61
Ishares Tr Rus 1000 Val Etf (IWD) 0.08 1.98k NEW 112.57
UnitedHealth (UNH) 0.08 752 NEW 295.21
McDonald's Corporation (MCD) 0.08 1.18k NEW 184.43
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.08 8.30k NEW 26.02
Vanguard Index Fds Mid Cap Etf (VO) 0.08 1.32k NEW 164.13
Pepsi (PEP) 0.08 1.58k -15% 131.94
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) 0.08 5.40k -72% 38.72
Progressive Corporation (PGR) 0.08 2.56k NEW 80.14
Johnson & Johnson (JNJ) 0.08 1.45k -9% 140.30

Past Filings by Orgel Wealth Management

View past SEC 13F filings by Orgel Wealth Management

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