Orgel Wealth Management, LLC Incresed Positions in Q4 2025

Orgel Wealth Management, LLC

  • $4.24 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
553K
+ 7.35%
$58.64 - $58.96 $32.5M - $32.6M
8.08M $474M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
357K
+ 11.17%
$49.98 - $50.59 $17.9M - $18.1M
3.56M $179M
IVV
Ishares Core S&P 500 ETF

ETFs
9.89K
+ 1.81%
$656.2 - $690.71 $6.49M - $6.83M
557K $376M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
169K
+ 1.93%
$23.02 - $24.23 $3.9M - $4.1M
8.93M $214M
QUAL
Ishares Msci Usa Quality Facto

ETFs
45K
+ 1.5%
$191.01 - $199.18 $8.59M - $8.95M
3.05M $593M
MUB
Ishares National Muni Bond ETF

ETFs
46.7K
+ 1.82%
$106.36 - $107.61 $4.96M - $5.02M
2.62M $280M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
223K
+ 3.65%
$24.18 - $24.45 $5.39M - $5.45M
6.33M $154M
BND
Vanguard Bd Index Fd Inc Total

ETFs
73.7K
+ 4.94%
$74.09 - $75.1 $5.46M - $5.54M
1.57M $116M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
107K
+ 7.63%
$54.74 - $57.0 $5.86M - $6.1M
1.51M $83.6M
VOE
Vanguard Mid Cap Value Index F

ETFs
27.4K
+ 3.34%
$169.53 - $176.53 $4.65M - $4.84M
847K $147M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
33.6K
+ 1.71%
$32.35 - $34.37 $1.09M - $1.16M
2M $67.7M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
22.5K
+ 2.22%
$106.25 - $112.78 $2.39M - $2.53M
1.04M $113M
SCHG
Schwab Strategic Tr Us Large C

ETFs
16K
+ 8.44%
$31.41 - $33.69 $504K - $540K
206K $6.64M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.42K
+ 40.17%
$99.87 - $101.27 $342K - $346K
11.9K $1.19M
AAPL
Apple Inc.

Technology
661
+ 9.14%
$245.27 - $275.25 $162K - $182K
7.89K $2.11M
AMZN
Amazon Com Inc

Consumer Cyclical
349
+ 13.9%
$213.04 - $254.0 $74.4K - $88.6K
2.86K $670K
MSFT
Microsoft Corp

Technology
294
+ 6.0%
$496.82 - $542.07 $146K - $159K
5.2K $2.64M
IWF
Ishares Russell 1000 Gr ETF

ETFs
131
+ 4.8%
$459.47 - $491.71 $60.2K - $64.4K
2.86K $1.35M
CAT
Caterpillar Inc

Industrials
95
+ 18.77%
$480.82 - $585.49 $45.7K - $55.6K
601 $331K
VUG
Vanguard Growth ETF

ETFs
133
+ 5.74%
$470.44 - $504.26 $62.6K - $67.1K
2.45K $1.18M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
57
+ 0.94%
$600.51 - $631.95 $34.2K - $36K
6.09K $3.76M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
811
+ 13.18%
$76.84 - $80.86 $62.3K - $65.6K
6.97K $550K
EFA
Ishares Tr Msci Eafe ETF

ETFs
17
+ 0.05%
$92.24 - $96.56 $1.57K - $1.64K
34.4K $3.28M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.17K
+ 19.84%
$56.0 - $57.6 $65.5K - $67.3K
7.06K $400K
HD
Home Depot, Inc.

Consumer Cyclical
203
+ 37.25%
$358.03 - $397.02 $72.7K - $80.6K
748 $267K
VIG
Vanguard Dividend Appreciation

ETFs
239
+ 5.33%
N/A
4.72K $860K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
744
+ 16.87%
$56.33 - $59.22 $41.9K - $44.1K
5.15K $297K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
1.19K
+ 15.55%
$27.78 - $29.25 $32.9K - $34.7K
8.81K $256K
VTI
Vanguard Total Stock Market Et

ETFs
70
+ 1.16%
$321.8 - $337.95 $22.5K - $23.7K
6.12K $2.02M
JPM
Jpmorgan Chase & CO

Financial Services
158
+ 14.17%
$294.11 - $320.41 $46.5K - $50.6K
1.27K $382K
SUB
Ishares Short Term National Mu

ETFs
159
+ 2.7%
$106.22 - $106.81 $16.9K - $17K
6.04K $643K
NDAQ
Nasdaq, Inc.

Financial Services
118
+ 4.71%
$85.42 - $91.4 $10.1K - $10.8K
2.62K $228K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
33
+ 0.61%
$52.54 - $55.77 $1.73K - $1.84K
5.46K $299K
Pimco ETF Tr
244K
+ 5.43%
N/A
4.73M $0
Tidal Trust Iii
4.72K
+ 1.67%
N/A
288K $0
MA
Mastercard Inc

Financial Services
35
+ 4.37%
$536.85 - $580.45 $18.8K - $20.3K
836 $448K
PGR
Progressive Corp

Financial Services
41
+ 1.75%
$203.7 - $246.46 $8.35K - $10.1K
2.39K $537K
META
Meta Platforms, Inc.

Communication Services
52
+ 5.87%
$609.01 - $751.67 $31.7K - $39.1K
938 $571K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.02K
+ 0.35%
$80.06 - $83.68 $81.6K - $85.3K
291K $23.3M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
12.4K
+ 1.87%
$245.79 - $258.02 $3.05M - $3.2M
676K $166M
Activity Summary
Buys All Purchases 47 New Holdings 6 Increased Positions 41 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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