Orgel Wealth Management, LLC Incresed Positions in Q3 2024

Orgel Wealth Management, LLC

  • $3.85 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
516K
+ 71.59%
$162.64 - $179.3 $83.9M - $92.5M
1.24M $222M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
70.9K
+ 1.69%
$77.02 - $85.06 $5.46M - $6.03M
4.26M $360M
VGSH
Vanguard

ETFs
328K
+ 4.8%
$57.74 - $59.13 $19M - $19.4M
7.17M $423M
IVV
Ishares Core S&P 500 ETF

ETFs
20.4K
+ 5.04%
$520.18 - $576.82 $10.6M - $11.8M
426K $246M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
825K
+ 14.99%
$23.89 - $24.58 $19.7M - $20.3M
6.32M $155M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
395K
+ 18.87%
$49.93 - $51.15 $19.7M - $20.2M
2.49M $127M
BND
Vanguard Bd Index Fd Inc Total

ETFs
88.6K
+ 2.13%
$71.45 - $75.64 $6.33M - $6.7M
4.24M $319M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
175K
+ 4.75%
$36.98 - $41.55 $6.47M - $7.26M
3.86M $159M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
60.9K
+ 2.48%
$66.31 - $74.08 $4.04M - $4.51M
2.51M $185M
MUB
Ishares National Muni Bond ETF

ETFs
80.3K
+ 2.23%
$106.13 - $108.7 $8.52M - $8.72M
3.67M $399M
SPYG
Spdr Portfolio

ETFs
12.3K
+ 0.45%
$73.38 - $84.1 $902K - $1.03M
2.77M $229M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
75.4K
+ 4.62%
$25.45 - $29.53 $1.92M - $2.23M
1.71M $49.8M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
196K
+ 9.59%
$19.48 - $20.97 $3.81M - $4.1M
2.23M $46.4M
IEFA
Ishares Tr

ETFs
4.67K
+ 0.66%
$70.09 - $78.74 $327K - $368K
712K $55.6M
PFF
Ishares Trust Ishares Pfd And

ETFs
20.7K
+ 1.17%
$31.18 - $33.5 $646K - $694K
1.79M $59.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.68K
+ 36.93%
$517.38 - $573.86 $870K - $965K
6.23K $3.58M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
110
+ 0.1%
$75.63 - $84.89 $8.32K - $9.34K
107K $9M
SCHA
Schwab Strategic Tr Us Small C

ETFs
52
+ 0.04%
$46.9 - $51.96 $2.44K - $2.7K
116K $5.96M
VTI
Vanguard Total Stock Market Et

ETFs
739
+ 23.1%
$255.18 - $283.2 $189K - $209K
3.94K $1.12M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
338
+ 26.66%
$523.84 - $572.02 $177K - $193K
1.61K $914K
IWM
Ishares Russell 2000 ETF

ETFs
416
+ 6.79%
$200.87 - $224.6 $83.6K - $93.4K
6.54K $1.45M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
252
+ 1.67%
$117.9 - $128.2 $29.7K - $32.3K
15.4K $1.97M
SUB
Ishares Short Term National Mu

ETFs
1.24K
+ 11.27%
$104.3 - $106.3 $129K - $131K
12.2K $1.29M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
88
+ 2.77%
$475.2 - $527.7 $41.8K - $46.4K
3.26K $1.72M
META
Meta Platforms, Inc.

Communication Services
1
+ 0.1%
$453.41 - $572.44 $453 - $572
1.02K $581K
CTAS
Cintas Corp

Industrials
1.5K
+ 300.0%
$201.38 - $819.83 $302K - $1.23M
2K $411K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
153
+ 4.03%
$105.53 - $118.34 $16.1K - $18.1K
3.95K $462K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
4
+ 0.03%
$91.41 - $101.59 $366 - $406
11.8K $1.19M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
350
+ 7.19%
$57.32 - $62.65 $20.1K - $21.9K
5.22K $325K
VIG
Vanguard Dividend Appreciation

ETFs
215
+ 18.66%
$182.15 - $182.15 $39.2K - $39.2K
1.37K $248K
JPM
Jpmorgan Chase & CO

Financial Services
36
+ 3.34%
$194.9 - $224.8 $7.02K - $8.09K
1.12K $235K
PG
Procter & Gamble CO

Consumer Defensive
40
+ 3.18%
$160.76 - $177.82 $6.43K - $7.11K
1.3K $224K
PLW
Invesco 1 30 Laddered Treasury

ETFs
386K
+ 8.54%
N/A
4.9M $0
Activity Summary
Buys All Purchases 37 New Holdings 3 Increased Positions 34 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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