Orgel Wealth Management, LLC Sells in Q2 2025

Orgel Wealth Management, LLC

  • $3.93 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-11.1M
- 96.56%
$24.32 - $27.87 $271M - $310M
396K $10.5M
MUB
Ishares National Muni Bond ETF

ETFs
-846K
- 24.94%
$102.31 - $105.8 $86.5M - $89.5M
2.55M $266M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-819K
- 35.85%
$72.02 - $73.82 $59M - $60.5M
1.47M $108M
VGSH
Vanguard

ETFs
-235K
- 3.12%
$58.32 - $58.95 $13.7M - $13.9M
7.3M $429M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-139K
- 9.37%
$46.92 - $55.01 $6.5M - $7.62M
1.34M $72.8M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-41.9K
- 41.99%
$73.02 - $90.22 $3.06M - $3.78M
57.9K $5.16M
JSML
Janus Detroit Str Tr Henderson

ETFs
-34.9K
- 44.03%
$54.0 - $67.45 $1.88M - $2.35M
44.3K $2.99M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-13K
- 5.97%
$45.12 - $46.23 $586K - $600K
205K $9.45M
AAPL
Apple Inc.

Technology
-240
- 3.21%
$172.42 - $223.89 $41.4K - $53.7K
7.23K $1.48M
PGR
Progressive Corp

Financial Services
-111
- 4.52%
$255.27 - $288.74 $28.3K - $32.1K
2.34K $625K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-395
- 9.16%
N/A
3.92K $292K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
-1.83K
- 5.49%
$24.63 - $29.39 $45.1K - $53.8K
31.5K $908K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-8.71K
- 9.55%
$52.84 - $65.52 $460K - $571K
82.6K $5.41M
VEU
Vanguard Ftse All World Ex Us

ETFs
-588
- 8.19%
$54.19 - $67.22 $31.9K - $39.5K
6.59K $443K
IWP
Ishares Russell Mid Cap Growth

ETFs
-83
- 3.52%
$104.34 - $138.68 $8.66K - $11.5K
2.27K $315K
META
Meta Platforms, Inc.

Communication Services
-129
- 12.71%
$484.66 - $738.09 $62.5K - $95.2K
886 $653K
IWR
Ishares Russell Mid Cap ETF

ETFs
-295
- 1.83%
$74.88 - $91.97 $22.1K - $27.1K
15.8K $1.45M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-282
- 1.4%
$50.08 - $63.14 $14.1K - $17.8K
19.9K $1.26M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-21
- 0.65%
$320.42 - $424.58 $6.73K - $8.92K
3.2K $1.35M
MSFT
Microsoft Corp

Technology
-173
- 3.4%
$354.56 - $497.45 $61.3K - $86.1K
4.91K $2.44M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-9.84K
- 7.14%
$86.93 - $109.64 $856K - $1.08M
128K $14M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-4.15K
- 1.38%
$63.36 - $80.23 $263K - $333K
296K $23.7M
IEFA
Ishares Tr

ETFs
-3.55K
- 0.48%
$67.83 - $84.09 $241K - $299K
730K $61M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-53.1K
- 2.06%
$65.84 - $80.81 $3.5M - $4.29M
2.53M $202M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-50.5K
- 0.59%
$17.76 - $22.1 $897K - $1.12M
8.57M $189M
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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