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

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 33.5 $120M +548% 2.2M 55.30
Ishares Tr National Mun Etf (MUB) 23.7 $85M -16% 732k 115.93
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 6.7 $24M -3% 296k 80.63
Ishares Tr Core S&p500 Etf (IVV) 5.0 $18M 53k 336.07
Vanguard World Esg Us Stk Etf (ESGV) 4.5 $16M -4% 259k 61.81
Vanguard Index Fds Mcap Gr Idxvip (VOT) 3.6 $13M +5% 71k 180.14
Vanguard World Esg Intl Stk Etf (VSGX) 2.9 $10M -2% 199k 51.60
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.7 $9.8M 95k 103.74
Ishares Tr Msci Intl Multft (INTF) 2.1 $7.7M +2% 317k 24.30
Ishares Tr Core Msci Eafe (IEFA) 2.1 $7.5M +7% 124k 60.28
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.9 $6.7M +6% 98k 68.32
Ishares Core Msci Emkt (IEMG) 1.7 $6.0M +8% 114k 52.80
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.7 $6.0M 191k 31.40
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $3.9M -11% 33k 118.05

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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.8 $2.9M -49% 110k 26.76
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.8 $2.7M +2% 21k 129.15
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $2.3M 54k 43.23
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $1.9M -48% 18k 108.11
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $1.8M +7% 22k 82.84
Apple (AAPL) 0.4 $1.3M +253% 11k 115.81
Microsoft Corporation (MSFT) 0.3 $1.2M -5% 5.8k 210.41
Vanguard Index Fds Growth Etf (VUG) 0.3 $927k 4.1k 227.54
Spdr Gold Tr Gold Shs (GLD) 0.2 $677k 3.8k 177.04
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $550k 1.6k 338.88
Facebook Cl A (FB) 0.1 $524k 2.0k 262.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $500k -10% 1.6k 307.69
Firstservice Corp (FSV) 0.1 $433k 3.3k 131.61
Proshares Tr Short S&p 500 Ne (SH) 0.1 $415k NEW 20k 20.32
Amazon (AMZN) 0.1 $403k -6% 128.00 3148.44
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $382k 1.8k 217.05
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $353k 5.7k 62.09
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $340k -11% 2.6k 128.69
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $331k 6.4k 51.56
Ishares Tr Russell 2000 Etf (IWM) 0.1 $309k -20% 2.1k 150.00
Avient Corp (AVNT) 0.1 $279k NEW 11k 26.43
Mastercard Incorporated Cl A (MA) 0.1 $271k 801.00 338.33
McDonald's Corporation (MCD) 0.1 $259k 1.2k 219.12
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $257k 3.7k 70.24
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $256k -50% 1.5k 169.99
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $255k 3.2k 79.66
Verizon Communications (VZ) 0.1 $246k NEW 4.1k 59.58
Pepsi (PEP) 0.1 $245k +11% 1.8k 138.50
Progressive Corporation (PGR) 0.1 $242k 2.6k 94.61
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $241k 4.3k 56.16
Ecolab (ECL) 0.1 $240k -4% 1.2k 200.00
Johnson & Johnson (JNJ) 0.1 $237k +9% 1.6k 148.68
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $234k 2.0k 118.12
UnitedHealth (UNH) 0.1 $234k 752.00 311.17
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $233k 2.9k 81.04
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $227k -2% 1.3k 176.11
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $227k +4% 8.7k 26.05
EXACT Sciences Corporation (EXAS) 0.1 $224k NEW 2.2k 101.82
Xcel Energy (XEL) 0.1 $223k NEW 3.2k 68.93

Past Filings by Orgel Wealth Management

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

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