Orgel Wealth Management, LLC Reduced Holdings in Q3 2025

Orgel Wealth Management, LLC

  • $4.15 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-298K
- 22.75%
$100.63 - $112.27 $30M - $33.5M
1.01M $112M
VB
Vanguard Small Cap ETF

ETFs
-12.3K
- 25.02%
$237.58 - $259.17 $2.91M - $3.18M
36.7K $9.34M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-42.7K
- 17.33%
$25.29 - $28.33 $1.08M - $1.21M
204K $5.68M
IEMG
Ishares Inc

ETFs
-8.72K
- 2.54%
N/A
334K $17.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-472
- 14.75%
$420.11 - $460.14 $198K - $217K
2.73K $1.26M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-632
- 16.14%
N/A
3.28K $245K
JNJ
Johnson & Johnson

Healthcare
-485
- 26.84%
$155.17 - $185.42 $75.3K - $89.9K
1.32K $245K
IWP
Ishares Russell Mid Cap Growth

ETFs
-219
- 9.64%
$137.51 - $145.26 $30.1K - $31.8K
2.05K $292K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-528
- 12.62%
$108.46 - $120.63 $57.3K - $63.7K
3.66K $434K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
-683
- 2.17%
$28.42 - $30.45 $19.4K - $20.8K
30.8K $906K
HD
Home Depot, Inc.

Consumer Cyclical
-4
- 0.73%
$357.4 - $423.42 $1.43K - $1.69K
545 $220K
IWD
Ishares Russell 1000 Val ETF

ETFs
-3
- 0.1%
$192.76 - $203.86 $578 - $612
2.97K $602K
JPM
Jpmorgan Chase & CO

Financial Services
-11
- 0.98%
$282.78 - $316.06 $3.11K - $3.48K
1.12K $351K
IWR
Ishares Russell Mid Cap ETF

ETFs
-257
- 1.63%
$92.26 - $97.51 $23.7K - $25.1K
15.5K $1.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
-352
- 5.29%
$617.65 - $666.84 $217K - $235K
6.3K $4.2M
VUG
Vanguard Growth ETF

ETFs
-5
- 0.22%
$433.97 - $484.08 $2.17K - $2.42K
2.32K $1.11M
MSFT
Microsoft Corp

Technology
-6
- 0.12%
$491.09 - $535.64 $2.95K - $3.21K
4.9K $2.54M
IWM
Ishares Russell 2000 ETF

ETFs
-157
- 2.34%
$214.92 - $244.84 $33.7K - $38.4K
6.56K $1.59M
JSML
Janus Detroit Str Tr Henderson

ETFs
-2.22K
- 5.01%
$67.04 - $77.09 $149K - $171K
42.1K $3.15M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-836
- 1.01%
$64.58 - $69.94 $54K - $58.5K
81.7K $5.67M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-5.69K
- 1.92%
$79.89 - $83.25 $454K - $474K
290K $24M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-770
- 0.19%
$26.38 - $27.95 $20.3K - $21.5K
396K $10.8M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-3.88K
- 0.9%
$70.77 - $73.59 $274K - $285K
426K $31.2M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-76
- 0.06%
$109.47 - $119.06 $8.32K - $9.05K
128K $15.1M
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.66K
- 0.75%
$282.75 - $294.19 $469K - $487K
219K $64.5M
IEFA
Ishares Tr

ETFs
-4.89K
- 0.67%
$81.7 - $87.53 $400K - $428K
725K $63.3M
FQAL
Fidelity Covington Tr Quality

ETFs
-18.8K
- 1.97%
$69.69 - $74.09 $1.31M - $1.39M
932K $68.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-34.3K
- 0.73%
$24.46 - $26.5 $838K - $908K
4.69M $124M
SPYG
Spdr Portfolio

ETFs
-67.4K
- 1.73%
$94.33 - $105.31 $6.35M - $7.09M
3.83M $400M
Activity Summary
Buys All Purchases 40 New Holdings 4 Increased Positions 36 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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