Orgel Wealth Management, LLC Incresed Positions in Q3 2025

Orgel Wealth Management, LLC

  • $4.15 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
51.1K
+ 1.73%
$182.33 - $194.5 $9.31M - $9.93M
3.01M $585M
IVV
Ishares Core S&P 500 ETF

ETFs
13.6K
+ 2.55%
$620.67 - $670.08 $8.45M - $9.12M
547K $366M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
273K
+ 9.32%
$48.5 - $50.19 $13.2M - $13.7M
3.2M $160M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
192K
+ 2.25%
$21.69 - $23.34 $4.17M - $4.49M
8.76M $204M
VGSH
Vanguard

ETFs
225K
+ 3.08%
$58.43 - $58.87 $13.1M - $13.2M
7.53M $443M
VOE
Vanguard Mid Cap Value Index F

ETFs
24.3K
+ 3.05%
$164.63 - $174.58 $4M - $4.24M
820K $143M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.8K
+ 0.15%
$79.76 - $85.78 $303K - $326K
2.53M $214M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
4.28K
+ 0.65%
$236.25 - $257.69 $1.01M - $1.1M
664K $170M
MUB
Ishares National Muni Bond ETF

ETFs
24K
+ 0.94%
$103.24 - $106.68 $2.48M - $2.56M
2.57M $274M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
194K
+ 3.28%
$23.69 - $24.32 $4.59M - $4.71M
6.1M $148M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
63.5K
+ 4.74%
$53.93 - $57.58 $3.43M - $3.66M
1.4M $79.2M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
63.9K
+ 0.92%
$18.82 - $19.8 $1.2M - $1.26M
7.03M $137M
BND
Vanguard Bd Index Fd Inc Total

ETFs
25.4K
+ 1.73%
$72.57 - $74.72 $1.84M - $1.9M
1.49M $111M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
218
+ 0.06%
$76.29 - $80.63 $16.6K - $17.6K
360K $28.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
17.9K
+ 10.42%
$28.92 - $32.19 $518K - $577K
190K $6.06M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
113
+ 1.91%
$567.77 - $614.76 $64.2K - $69.5K
6.03K $3.69M
VTI
Vanguard Total Stock Market Et

ETFs
392
+ 6.93%
$303.93 - $329.86 $119K - $129K
6.05K $1.98M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
98
+ 0.17%
$87.05 - $93.19 $8.53K - $9.13K
58K $5.39M
GLD
Spdr Gold Trust

ETFs
77
+ 2.36%
$300.96 - $355.47 $23.2K - $27.4K
3.34K $1.19M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
187
+ 1.36%
$108.03 - $117.04 $20.2K - $21.9K
14K $1.63M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
16
+ 0.01%
$45.6 - $46.92 $730 - $751
205K $9.55M
VIG
Vanguard Dividend Appreciation

ETFs
539
+ 13.66%
N/A
4.49K $816K
FDMO
Fidelity Covington Tr Momentum

ETFs
277
+ 3.14%
$75.0 - $83.29 $20.8K - $23.1K
9.11K $757K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
625
+ 11.3%
$72.65 - $78.68 $45.4K - $49.2K
6.16K $482K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
61
+ 4.77%
$284.45 - $324.95 $17.4K - $19.8K
1.34K $429K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
497
+ 6.2%
$97.75 - $100.63 $48.6K - $50K
8.51K $855K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.06%
$567.09 - $607.37 $567 - $607
1.64K $974K
JEPI
J P Morgan Exchange Traded Fd

ETFs
812
+ 15.98%
$55.61 - $57.37 $45.2K - $46.6K
5.89K $335K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
566
+ 14.73%
$53.81 - $57.52 $30.5K - $32.6K
4.41K $253K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
267
+ 5.17%
$49.43 - $54.52 $13.2K - $14.6K
5.43K $294K
QQQ
Invesco Qqq Trust, Series 1

ETFs
17
+ 4.66%
$546.99 - $602.2 $9.3K - $10.2K
382 $229K
SUB
Ishares Short Term National Mu

ETFs
190
+ 3.34%
$106.17 - $107.3 $20.2K - $20.4K
5.88K $627K
INTF
Ishares Tr

ETFs
29
+ 0.33%
$33.72 - $36.17 $978 - $1.05K
8.76K $314K
Pimco ETF Tr
90.7K
+ 2.06%
N/A
4.49M $0
Tidal Trust Iii
12.3K
+ 4.54%
N/A
283K $0
Activity Summary
Buys All Purchases 40 New Holdings 4 Increased Positions 36 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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