Orgel Wealth Management, LLC Closed Holding Positions

Orgel Wealth Management, LLC

  • $3.85 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CVX
Chevron Corp

Energy
Q2 2022 Filed on Jul 13, 2022
3,265
$142.43 - $181.13 $465K - $591K
ECL
Ecolab Inc.

Basic Materials
Q2 2022 Filed on Jul 13, 2022
1,200
$145.63 - $183.62 $175K - $220K
ABBV
Abb Vie Inc.

Healthcare
Q2 2022 Filed on Jul 13, 2022
5,048
$137.62 - $174.96 $695K - $883K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q2 2022 Filed on Jul 13, 2022
800
$298.72 - $351.53 $239K - $281K
VO
Vanguard Mid Cap ETF

ETFs
Q2 2022 Filed on Jul 13, 2022
1,512
$190.36 - $240.41 $288K - $363K
VEA
Vanguard Ftse Developed Market

ETFs
Q2 2022 Filed on Jul 13, 2022
5,562
$40.38 - $48.66 $225K - $271K
URI
United Rentals, Inc.

Industrials
Q2 2022 Filed on Jul 13, 2022
600
$235.84 - $354.0 $142K - $212K
XOM
Exxon Mobil Corp

Energy
Q2 2022 Filed on Jul 13, 2022
6,773
$82.26 - $104.59 $557K - $708K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q2 2022 Filed on Jul 13, 2022
6,420
$46.78 - $48.31 $300K - $310K
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q2 2022 Filed on Jul 13, 2022
600
$271.39 - $369.3 $163K - $222K
JAMF
Jamf Holding Corp.

Technology
Q1 2022 Filed on May 10, 2022
11,229
$30.65 - $39.37 $344K - $442K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q1 2022 Filed on May 10, 2022
4,291
$50.05 - $53.52 $215K - $230K
EXAS
Exact Sciences Corp

Healthcare
Q4 2021 Filed on Jan 24, 2022
2,100
$72.5 - $100.68 $152K - $211K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
Q4 2021 Filed on Jan 24, 2022
2,495
$98.21 - $108.46 $245K - $271K
TT
Trane Technologies PLC

Industrials
Q4 2021 Filed on Jan 24, 2022
1,419
$169.63 - $202.69 $241K - $288K
SH
Proshares Short S&P500 New (De

ETFs
Q4 2021 Filed on Jan 24, 2022
22,055
$13.55 - $15.24 $299K - $336K
VZ
Verizon Communications Inc

Communication Services
Q4 2020 Filed on Feb 08, 2021
4,129
$56.31 - $61.74 $233K - $255K
Investors Real Estate Trust
Q3 2020 Filed on Nov 03, 2020
4,385
N/A
Polyone Corp
Q3 2020 Filed on Nov 03, 2020
10,557
N/A
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q2 2020 Filed on Jul 31, 2020
6,166
$54.11 - $54.66 $334K - $337K
Yrc Worldwide Inc
Q2 2020 Filed on Jul 31, 2020
25,000
N/A
IWR
Ishares Russell Mid Cap ETF

ETFs
Q1 2020 Filed on Apr 28, 2020
4,927
$36.81 - $61.96 $181K - $305K
F
Ford Motor CO

Consumer Cyclical
Q1 2020 Filed on Apr 28, 2020
11,000
$4.01 - $9.42 $44.1K - $104K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q1 2020 Filed on Apr 28, 2020
158,349
$22.51 - $42.68 $3.56M - $6.76M
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q1 2020 Filed on Apr 28, 2020
36,815
$26.27 - $30.83 $967K - $1.14M
VLUE
Ishares Msci Usa Value Factor

ETFs
Q1 2020 Filed on Apr 28, 2020
96,167
$55.33 - $91.41 $5.32M - $8.79M
RY
Royal Bank Of Canada

Financial Services
Q1 2020 Filed on Apr 28, 2020
2,940
$49.61 - $82.62 $146K - $243K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q1 2020 Filed on Apr 28, 2020
1,245,812
$25.99 - $28.27 $32.4M - $35.2M
FIS
Fidelity National Information Services, Inc.

Technology
Q4 2019 Filed on Jan 27, 2020
2,918
$125.44 - $139.75 $366K - $408K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q2 2019 Filed on Jul 12, 2019
141,936
N/A
Firstservice Corp
Q2 2019 Filed on Jul 12, 2019
3,290
N/A
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
Q4 2018 Filed on Jan 14, 2019
6,712
N/A
SHYD
Vaneck Short High Yield Muni E

ETFs
Q4 2018 Filed on Jan 14, 2019
11,190
N/A
SRLN
Ssga Active Trust

ETFs
Q4 2018 Filed on Jan 14, 2019
9,897
N/A
NYCB
New York Community Bancorp Inc

Financial Services
Q3 2018 Filed on Oct 11, 2018
15,200
$10.26 - $11.67 $156K - $177K
IQDE
Flexshares International Qlty

ETFs
Q2 2018 Filed on Jul 16, 2018
9,385
$22.79 - $25.41 $214K - $238K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
Q1 2018 Filed on Apr 25, 2018
5,058
N/A
NAT
Nordic American Tankers LTD

Industrials
Q1 2018 Filed on Apr 25, 2018
12,493
$1.88 - $2.64 $23.5K - $33K
Powershares ETF Trust
Q1 2018 Filed on Apr 25, 2018
14,559
N/A
New Amer High Income Fd Inc
Q3 2017 Filed on Nov 13, 2017
10,041
N/A
General Electric CO
Q3 2017 Filed on Nov 13, 2017
8,541
N/A
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