Orgel Wealth Management, LLC Incresed Positions in Q4 2024

Orgel Wealth Management, LLC

  • $3.69 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
544K
+ 19.68%
$81.74 - $91.38 $44.5M - $49.7M
3.31M $291M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
958K
+ 165.38%
$54.15 - $58.81 $51.9M - $56.3M
1.54M $83.5M
IVV
Ishares Core S&P 500 ETF

ETFs
29.1K
+ 6.83%
$570.51 - $610.59 $16.6M - $17.8M
455K $268M
VGSH
Vanguard

ETFs
239K
+ 3.33%
$58.02 - $58.88 $13.9M - $14.1M
7.41M $431M
QUAL
Ishares Msci Usa Quality Facto

ETFs
46K
+ 3.72%
$176.42 - $186.91 $8.12M - $8.6M
1.28M $228M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.12M
+ 205.99%
$22.4 - $68.28 $69.8M - $213M
4.63M $107M
VOE
Vanguard Mid Cap Value Index F

ETFs
35.8K
+ 5.42%
$160.89 - $176.18 $5.76M - $6.31M
696K $113M
JSML
Janus Detroit Str Tr Henderson

ETFs
24.6K
+ 1.96%
$63.67 - $73.6 $1.57M - $1.81M
1.28M $83.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.72K
+ 52.88%
$521.84 - $558.82 $900K - $963K
4.98K $2.69M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9.29K
+ 219.1%
$96.64 - $101.23 $898K - $941K
13.5K $1.31M
VTI
Vanguard Total Stock Market Et

ETFs
1.84K
+ 46.78%
$280.04 - $302.45 $516K - $557K
5.78K $1.68M
SCHG
Schwab Strategic Tr Us Large C

ETFs
72.5K
+ 326.05%
$25.93 - $105.3 $1.88M - $7.63M
94.7K $2.64M
IEMG
Ishares Inc

ETFs
3.75K
+ 1.13%
N/A
336K $18M
VB
Vanguard Small Cap ETF

ETFs
179
+ 0.4%
$233.76 - $261.58 $41.8K - $46.8K
44.4K $10.7M
AAPL
Apple Inc.

Technology
40
+ 0.51%
$221.69 - $259.02 $8.87K - $10.4K
7.94K $1.99M
VIG
Vanguard Dividend Appreciation

ETFs
654
+ 47.84%
N/A
2.02K $368K
VUG
Vanguard Growth ETF

ETFs
136
+ 7.08%
$378.79 - $428.11 $51.5K - $58.2K
2.06K $844K
IWF
Ishares Russell 1000 Gr ETF

ETFs
87
+ 3.49%
$370.24 - $418.94 $32.2K - $36.4K
2.58K $1.03M
AMZN
Amazon Com Inc

Consumer Cyclical
31
+ 1.22%
$180.88 - $232.93 $5.61K - $7.22K
2.58K $566K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
5.72K
+ 20.72%
$24.04 - $26.75 $138K - $153K
33.3K $809K
JPM
Jpmorgan Chase & CO

Financial Services
22
+ 1.97%
$205.18 - $250.29 $4.51K - $5.51K
1.14K $272K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
328
+ 8.3%
$113.92 - $127.38 $37.4K - $41.8K
4.28K $493K
MA
Mastercard Inc

Financial Services
7
+ 0.87%
$491.3 - $536.15 $3.44K - $3.75K
808 $425K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
31
+ 1.93%
$563.99 - $620.12 $17.5K - $19.2K
1.64K $932K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
138
+ 0.9%
$126.68 - $134.74 $17.5K - $18.6K
15.5K $1.98M
IWM
Ishares Russell 2000 ETF

ETFs
8
+ 0.12%
$216.13 - $242.4 $1.73K - $1.94K
6.55K $1.45M
IWD
Ishares Russell 1000 Val ETF

ETFs
20
+ 0.83%
$183.23 - $199.79 $3.66K - $4K
2.44K $451K
HYMU
Blackrock ETF Tr Ii High Yield
375
+ 0.49%
$22.59 - $23.2 $8.47K - $8.7K
76.3K $1.73M
UNH
Unitedhealth Group Inc

Healthcare
6
+ 1.21%
$485.52 - $625.25 $2.91K - $3.75K
501 $253K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
891
+ 4.31%
$44.04 - $49.49 $39.2K - $44.1K
21.6K $950K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
6.2K
+ 7.6%
$56.61 - $61.63 $351K - $382K
87.7K $4.98M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
246
+ 1.26%
$55.45 - $61.08 $13.6K - $15K
19.8K $1.1M
SCHA
Schwab Strategic Tr Us Small C

ETFs
110K
+ 94.64%
$25.33 - $51.16 $2.77M - $5.6M
225K $5.83M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
6.86K
+ 6.42%
$75.65 - $83.47 $519K - $573K
114K $8.66M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
17.4K
+ 1.08%
$105.45 - $117.99 $1.84M - $2.05M
1.63M $173M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
83.3K
+ 4.88%
$26.63 - $30.23 $2.22M - $2.52M
1.79M $47.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.51M
+ 117.0%
$18.41 - $40.87 $83.1M - $184M
8.37M $155M
IEFA
Ishares Tr

ETFs
23.3K
+ 3.28%
$70.06 - $77.43 $1.64M - $1.81M
736K $51.7M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
75.3K
+ 3.0%
$67.29 - $73.38 $5.07M - $5.53M
2.59M $176M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.8M
+ 159.84%
$26.93 - $84.95 $183M - $578M
11.1M $302M
Activity Summary
Buys All Purchases 51 New Holdings 10 Increased Positions 41 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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