Orgel Wealth Management, LLC Portfolio Holdings

Orgel Wealth Management, LLC

  • $3.93 Billion
  • Q2 2025

Orgel Wealth Management, LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.93 Billion distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $540M, Vanguard with a value of $429M, Spdr Portfolio with a value of $371M, Ishares Core S&P 500 ETF with a value of $331M, and Ishares National Muni Bond ETF with a value of $266M.

Examining the 13F form we can see an increase of $303M in the current position value, from $3.62B to 3.93B.

Below you can find more details about Orgel Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.93 Billion
ETFs: $3.92 Billion
Technology: $3.92 Million
Financial Services: $2.36 Million
Communication Services: $866,000
Consumer Cyclical: $751,000
Industrials: $692,000
Real Estate: $500,000
Healthcare: $276,000
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.75T
$2.44 Million 0.06% of portfolio
4,909
Q2 2025 Reduced 3.4%
$3.39T
$1.48 Million 0.04% of portfolio
7,232
Q2 2025 Reduced 3.21%
$1.62T
$653,000 0.02% of portfolio
886
Q2 2025 Reduced 12.71%
$147B
$625,000 0.02% of portfolio
2,344
Q2 2025 Reduced 4.52%
$380B
$201,000 0.01% of portfolio
549
Q2 2025 New
$409B
$276,000 0.01% of portfolio
1,807
Q2 2025 New
$79.8B
$247,000 0.01% of portfolio
1,003
Q2 2025 Added 0.3%
$631B
$231,000 0.01% of portfolio
477
Q3 2024 Reduced 11.34%
$44.1B
$223,000 0.01% of portfolio
2,505
Q2 2025 New
$220B
$213,000 0.01% of portfolio
1,719
Q2 2025 New
$831B
$326,000 0.01% of portfolio
1,126
Q2 2025 Added 0.99%
$2.27T
$550,000 0.01% of portfolio
2,510
Q1 2025 Reduced 2.75%
$0
$507,000 0.01% of portfolio
20,000
Q1 2025 New
$7.85B
$500,000 0.01% of portfolio
2,865
Q4 2023 Reduced 12.92%
$539B
$450,000 0.01% of portfolio
801
Q1 2025 Reduced 0.87%
$22B
$445,000 0.01% of portfolio
2,000
Q3 2024 Added 300.0%

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $3.93 Billion
  • Prior Value $3.62 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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