Orgel Wealth Management, LLC Incresed Positions in Q1 2025

Orgel Wealth Management, LLC

  • $3.62 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
601K
+ 46.86%
$168.16 - $186.21 $101M - $112M
1.88M $320M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
249K
+ 2.97%
$18.36 - $20.51 $4.57M - $5.11M
8.62M $172M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
458K
+ 4.14%
$27.01 - $28.54 $12.4M - $13.1M
11.5M $318M
VGSH
Vanguard

ETFs
126K
+ 1.7%
$58.07 - $58.68 $7.3M - $7.38M
7.54M $442M
VOE
Vanguard Mid Cap Value Index F

ETFs
45.3K
+ 6.51%
$156.61 - $168.02 $7.09M - $7.61M
741K $118M
SPYG
Spdr Portfolio

ETFs
383K
+ 11.57%
$80.05 - $92.39 $30.7M - $35.4M
3.69M $296M
IVV
Ishares Core S&P 500 ETF

ETFs
32.2K
+ 7.09%
$554.06 - $615.85 $17.9M - $19.9M
487K $272M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
79.9K
+ 4.46%
$25.81 - $28.52 $2.06M - $2.28M
1.87M $51.6M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
41.8K
+ 11.17%
$65.27 - $71.18 $2.73M - $2.98M
416K $27.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
51.3K
+ 54.18%
$24.91 - $29.02 $1.28M - $1.49M
146K $3.65M
HYMU
Blackrock ETF Tr Ii High Yield
19.2K
+ 25.14%
$22.43 - $23.19 $430K - $445K
95.5K $2.19M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.52K
+ 4.01%
$55.47 - $61.45 $195K - $216K
91.3K $5.41M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.93K
+ 5.94%
$74.85 - $84.89 $144K - $164K
34.4K $2.84M
IWB
Ishares Tr Russell 1000 ETF

ETFs
864
+ 42.29%
$302.31 - $337.54 $261K - $292K
2.91K $886K
IWF
Ishares Russell 1000 Gr ETF

ETFs
644
+ 24.99%
$360.07 - $417.26 $232K - $269K
3.22K $1.16M
IEMG
Ishares Inc

ETFs
2.13K
+ 0.63%
N/A
338K $18.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
420
+ 8.43%
$507.05 - $563.67 $213K - $237K
5.4K $2.76M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
1.69K
+ 14.57%
$95.35 - $107.82 $161K - $182K
13.3K $1.27M
IWD
Ishares Russell 1000 Val ETF

ETFs
330
+ 13.52%
$182.82 - $196.21 $60.3K - $64.7K
2.77K $515K
SPY
Spdr S&P 500 ETF Trust

ETFs
366
+ 5.87%
$551.42 - $612.93 $202K - $224K
6.6K $3.69M
SUB
Ishares Short Term National Mu

ETFs
349
+ 6.97%
$105.3 - $106.24 $36.7K - $37.1K
5.35K $564K
VIG
Vanguard Dividend Appreciation

ETFs
117
+ 5.79%
N/A
2.14K $389K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
425
+ 2.15%
$54.25 - $57.64 $23.1K - $24.5K
20.2K $1.11M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
239
+ 7.16%
$64.88 - $72.1 $15.5K - $17.2K
3.58K $233K
Pimco ETF Tr
1.47M
+ 51.66%
N/A
4.33M $0
VUG
Vanguard Growth ETF

ETFs
96
+ 4.66%
$369.1 - $427.61 $35.4K - $41.1K
2.15K $797K
IWM
Ishares Russell 2000 ETF

ETFs
34
+ 0.52%
$198.1 - $229.79 $6.74K - $7.81K
6.58K $1.32M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.05K
+ 0.47%
$23.16 - $27.04 $24.3K - $28.4K
226K $5.31M
VB
Vanguard Small Cap ETF

ETFs
1.14K
+ 2.56%
$217.89 - $252.64 $248K - $288K
45.5K $10.1M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
15.2K
+ 0.25%
$23.43 - $24.23 $356K - $368K
6.14M $145M
MUB
Ishares National Muni Bond ETF

ETFs
24.2K
+ 0.72%
$104.71 - $107.69 $2.54M - $2.61M
3.39M $357M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.12K
+ 0.07%
$21.75 - $24.28 $67.8K - $75.7K
4.63M $102M
Activity Summary
Buys All Purchases 36 New Holdings 3 Increased Positions 33 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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