Orgel Wealth Management, LLC Purchases and Sells in Q4 2024

Orgel Wealth Management, LLC

$3.69 Billion
Q4 2024

Top Buys

Incresed Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYG	544K + 19.68%	$81.74 - $91.38 $44.5M - $49.7M	3.31M $291M
FLQM	958K + 165.38%	$54.15 - $58.81 $51.9M - $56.3M	1.54M $83.5M
IVV	29.1K + 6.83%	$570.51 - $610.59 $16.6M - $17.8M	455K $268M
VGSH	239K + 3.33%	$58.02 - $58.88 $13.9M - $14.1M	7.41M $431M
QUAL	46K + 3.72%	$176.42 - $186.91 $8.12M - $8.6M	1.28M $228M
SCHX	3.12M + 205.99%	$22.4 - $68.28 $69.8M - $213M	4.63M $107M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GVI	8.88K New	$103.89 - $107.05 $923K - $951K	8.88K $925K
IWR	8.42K New	$87.25 - $95.52 $735K - $804K	8.42K $744K
BNDX	9.24K New	$48.91 - $50.61 $452K - $468K	9.24K $453K
VTV	2.62K New	$168.32 - $181.87 $440K - $476K	2.62K $442K
VXUS	7.23K New	$58.88 - $64.8 $426K - $468K	7.23K $425K
VEU	7.18K New	$57.29 - $63.1 $411K - $453K	7.18K $412K

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	-994K - 23.42%	$71.75 - $75.11 $71.3M - $74.6M	3.25M $234M
MUB	-306K - 8.34%	$105.78 - $108.7 $32.4M - $33.3M	3.37M $359M
MMIN	-195K - 3.09%	$23.79 - $24.6 $4.65M - $4.81M	6.13M $146M
IMCV	-1.6K - 0.46%	$73.19 - $81.02 $117K - $129K	343K $25.5M
FQAL	-19.9K - 2.02%	$64.43 - $68.47 $1.28M - $1.36M	965K $63.1M
SUB	-7.18K - 58.94%	$104.94 - $106.2 $754K - $763K	5.01K $527K

Activity Summary All Purchases 51 New Holdings 10 Increased Positions 41 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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