Orgel Wealth Management, LLC Purchases and Sells in Q2 2025

Orgel Wealth Management, LLC

$3.93 Billion
Q2 2025

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QUAL	1.07M + 56.83%	$152.42 - $182.82 $163M - $196M	2.95M $540M
SPYG	203K + 5.49%	$71.83 - $95.32 $14.6M - $19.3M	3.9M $371M
IVV	46.4K + 9.52%	$498.8 - $620.9 $23.1M - $28.8M	534K $331M
VTEB	470K + 19.13%	$48.13 - $49.85 $22.6M - $23.4M	2.93M $144M
VIOO	124K + 10.42%	$83.8 - $101.39 $10.4M - $12.5M	1.31M $133M
SCHX	93.3K + 2.01%	$19.6 - $24.44 $1.83M - $2.28M	4.73M $116M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MTUM	660K New	$180.84 - $240.32 $119M - $159M	660K $159M
MMIT	5.91M New	$23.36 - $24.11 $138M - $142M	5.91M $141M
PFFD	6.96M New	$18.11 - $18.97 $126M - $132M	6.96M $131M
FDMO	8.83K New	$58.0 - $75.86 $512K - $670K	8.83K $669K
JEPI	5.08K New	$51.14 - $57.0 $260K - $290K	5.08K $288K
JNJ	1.81K New	$146.36 - $159.82 $264K - $289K	1.81K $276K

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	-11.1M - 96.56%	$24.32 - $27.87 $271M - $310M	396K $10.5M
MUB	-846K - 24.94%	$102.31 - $105.8 $86.5M - $89.5M	2.55M $266M
BND	-819K - 35.85%	$72.02 - $73.82 $59M - $60.5M	1.47M $108M
VGSH	-235K - 3.12%	$58.32 - $58.95 $13.7M - $13.9M	7.3M $429M
FLQM	-139K - 9.37%	$46.92 - $55.01 $6.5M - $7.62M	1.34M $72.8M
ESGD	-41.9K - 41.99%	$73.02 - $90.22 $3.06M - $3.78M	57.9K $5.16M

Activity Summary All Purchases 45 New Holdings 11 Increased Positions 34 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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