Orgel Wealth Management, LLC Incresed Positions in Q2 2025

Orgel Wealth Management, LLC

  • $3.93 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.07M
+ 56.83%
$152.42 - $182.82 $163M - $196M
2.95M $540M
SPYG
Spdr Portfolio

ETFs
203K
+ 5.49%
$71.83 - $95.32 $14.6M - $19.3M
3.9M $371M
IVV
Ishares Core S&P 500 ETF

ETFs
46.4K
+ 9.52%
$498.8 - $620.9 $23.1M - $28.8M
534K $331M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
470K
+ 19.13%
$48.13 - $49.85 $22.6M - $23.4M
2.93M $144M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
124K
+ 10.42%
$83.8 - $101.39 $10.4M - $12.5M
1.31M $133M
SCHX
Schwab Strategic Tr Us Large C

ETFs
93.3K
+ 2.01%
$19.6 - $24.44 $1.83M - $2.28M
4.73M $116M
VOE
Vanguard Mid Cap Value Index F

ETFs
54.3K
+ 7.33%
$141.87 - $164.49 $7.71M - $8.94M
796K $131M
VOT
Vanguard Mid Cap Growth Index

ETFs
13.1K
+ 6.31%
$216.28 - $284.39 $2.84M - $3.73M
221K $62.9M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
80.9K
+ 4.33%
$24.38 - $30.18 $1.97M - $2.44M
1.95M $58.8M
FQAL
Fidelity Covington Tr Quality

ETFs
6.65K
+ 0.7%
$57.29 - $69.63 $381K - $463K
951K $65.8M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
19.5K
+ 5.71%
$65.1 - $75.98 $1.27M - $1.48M
360K $27.4M
VB
Vanguard Small Cap ETF

ETFs
3.49K
+ 7.67%
$193.73 - $237.37 $677K - $829K
49K $11.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
25.9K
+ 17.75%
$22.27 - $29.21 $577K - $757K
172K $5.02M
SCHA
Schwab Strategic Tr Us Small C

ETFs
20K
+ 8.83%
$20.42 - $25.3 $408K - $506K
246K $6.23M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
515
+ 9.53%
$456.74 - $568.03 $235K - $293K
5.92K $3.36M
VTI
Vanguard Total Stock Market Et

ETFs
1.01K
+ 21.61%
$243.75 - $303.93 $245K - $305K
5.66K $1.72M
SPY
Spdr S&P 500 ETF Trust

ETFs
54
+ 0.82%
$496.48 - $617.85 $26.8K - $33.4K
6.65K $4.11M
VIG
Vanguard Dividend Appreciation

ETFs
1.81K
+ 84.57%
N/A
3.95K $718K
IEMG
Ishares Inc

ETFs
4.59K
+ 1.36%
N/A
343K $18.4M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
514
+ 3.88%
$86.12 - $108.35 $44.3K - $55.7K
13.8K $1.49M
VUG
Vanguard Growth ETF

ETFs
168
+ 7.8%
$329.49 - $438.4 $55.4K - $73.7K
2.32K $1.02M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.06K
+ 34.49%
$96.84 - $99.46 $199K - $204K
8.02K $795K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.95K
+ 54.6%
$58.41 - $72.69 $114K - $142K
5.53K $401K
IWM
Ishares Russell 2000 ETF

ETFs
131
+ 1.99%
$174.82 - $215.79 $22.9K - $28.3K
6.72K $1.45M
IWD
Ishares Russell 1000 Val ETF

ETFs
207
+ 7.47%
$166.82 - $194.23 $34.5K - $40.2K
2.98K $578K
JPM
Jpmorgan Chase & CO

Financial Services
11
+ 0.99%
$210.28 - $289.91 $2.31K - $3.19K
1.13K $326K
SUB
Ishares Short Term National Mu

ETFs
336
+ 6.28%
$104.77 - $106.34 $35.2K - $35.7K
5.69K $605K
INTF
Ishares Tr

ETFs
42
+ 0.48%
$27.6 - $34.51 $1.16K - $1.45K
8.73K $298K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
18
+ 0.43%
$90.56 - $109.49 $1.63K - $1.97K
4.18K $457K
HYMU
Blackrock ETF Tr Ii High Yield
15
+ 0.02%
N/A
95.5K $2.19M
Tidal Trust Iii
228K
+ 532.45%
N/A
271K $0
Pimco ETF Tr
69.7K
+ 1.61%
N/A
4.4M $0
ITW
Illinois Tool Works Inc

Industrials
3
+ 0.3%
$218.41 - $252.43 $655 - $757
1K $247K
Activity Summary
Buys All Purchases 45 New Holdings 11 Increased Positions 34 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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