Orgel Wealth Management, LLC Portfolio Holdings

Orgel Wealth Management, LLC

  • $3.69 Billion
  • Q4 2024

Orgel Wealth Management, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.69 Billion distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $431M, Ishares National Muni Bond ETF with a value of $359M, Schwab Strategic Tr Us Dividen with a value of $302M, Spdr Portfolio with a value of $291M, and Ishares Core S&P 500 ETF with a value of $268M.

Examining the 13F form we can see an decrease of $157M in the current position value, from $3.85B to 3.69B.

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

Portfolio value $3.69 Billion
ETFs: $3.68 Billion
Technology: $4.14 Million
Financial Services: $1.5 Million
Industrials: $874,000
Consumer Cyclical: $777,000
Communication Services: $598,000
Real Estate: $518,000
Consumer Defensive: $490,000
Other: $253,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$431 Million 11.67% of portfolio
7,410,127
Q4 2024 Added 3.33%
$0
$359 Million 9.71% of portfolio
3,366,629
Q4 2024 Reduced 8.34%
$0
$302 Million 8.18% of portfolio
11,062,243
Q4 2024 Added 159.84%
$0
$291 Million 7.88% of portfolio
3,309,979
Q4 2024 Added 19.68%
$0
$268 Million 7.25% of portfolio
455,150
Q4 2024 Added 6.83%
$0
$234 Million 6.32% of portfolio
3,249,533
Q4 2024 Reduced 23.42%
$0
$228 Million 6.18% of portfolio
1,282,828
Q4 2024 Added 3.72%
$0
$176 Million 4.76% of portfolio
2,589,224
Q4 2024 Added 3.0%
$0
$173 Million 4.68% of portfolio
1,629,934
Q4 2024 Added 1.08%
$0
$155 Million 4.19% of portfolio
8,371,941
Q4 2024 Added 117.0%
$0
$146 Million 3.95% of portfolio
6,128,814
Q4 2024 Reduced 3.09%
$0
$128 Million 3.46% of portfolio
2,550,303
Q4 2024 Added 2.5%
$0
$113 Million 3.05% of portfolio
695,908
Q4 2024 Added 5.42%
$0
$107 Million 2.9% of portfolio
4,630,059
Q4 2024 Added 205.99%
$0
$83.8 Million 2.27% of portfolio
1,277,751
Q4 2024 Added 1.96%
$0
$83.5 Million 2.26% of portfolio
1,537,350
Q4 2024 Added 165.38%
$0
$54.5 Million 1.47% of portfolio
214,623
Q4 2024 Reduced 4.1%
$0
$51.7 Million 1.4% of portfolio
735,501
Q4 2024 Added 3.28%
$0
$47.7 Million 1.29% of portfolio
1,789,869
Q4 2024 Added 4.88%
$0
$25.5 Million 0.69% of portfolio
343,362
Q4 2024 Reduced 0.46%
$0
$25.1 Million 0.68% of portfolio
374,546
Q4 2024 Reduced 0.31%
$0
$23.6 Million 0.64% of portfolio
312,272
Q4 2024 Reduced 3.3%
$0
$21.5 Million 0.58% of portfolio
204,775
Q4 2024 Reduced 0.45%
$0
$18 Million 0.49% of portfolio
336,216
Q4 2024 Added 1.13%
$0
$10.7 Million 0.29% of portfolio
44,380
Q4 2024 Added 0.4%
$0
$10.1 Million 0.27% of portfolio
223,365
Q4 2024 Reduced 2.07%
$0
$8.66 Million 0.23% of portfolio
113,790
Q4 2024 Added 6.42%
$0
$5.83 Million 0.16% of portfolio
225,271
Q4 2024 Added 94.64%
$0
$4.98 Million 0.13% of portfolio
87,747
Q4 2024 Added 7.6%
$0
$3.65 Million 0.1% of portfolio
6,231
Q4 2024 Reduced 0.03%
$0
$2.64 Million 0.07% of portfolio
94,690
Q4 2024 Added 326.05%
$0
$2.46 Million 0.07% of portfolio
32,473
Q2 2024 New
$0
$2.69 Million 0.07% of portfolio
4,984
Q4 2024 Added 52.88%
$0
$1.98 Million 0.05% of portfolio
15,505
Q4 2024 Added 0.9%
$0
$1.73 Million 0.05% of portfolio
76,313
Q4 2024 Added 0.49%
$0
$1.68 Million 0.05% of portfolio
5,780
Q4 2024 Added 46.78%
$0
$1.45 Million 0.04% of portfolio
6,550
Q4 2024 Added 0.12%
$0
$1.31 Million 0.04% of portfolio
13,533
Q4 2024 Added 219.1%
$0
$932,000 0.03% of portfolio
1,637
Q4 2024 Added 1.93%
$0
$925,000 0.03% of portfolio
8,880
Q4 2024 New
$0
$950,000 0.03% of portfolio
21,585
Q4 2024 Added 4.31%
$0
$1.03 Million 0.03% of portfolio
2,577
Q4 2024 Added 3.49%
$0
$1.1 Million 0.03% of portfolio
19,761
Q4 2024 Added 1.26%
$0
$1.19 Million 0.03% of portfolio
11,570
Q4 2024 Reduced 1.62%
$0
$658,000 0.02% of portfolio
2,043
Q4 2022 New
$0
$744,000 0.02% of portfolio
8,421
Q4 2024 New
$86B
$790,000 0.02% of portfolio
3,264
Q3 2024 Reduced 6.74%
$0
$809,000 0.02% of portfolio
33,322
Q4 2024 Added 20.72%
$0
$844,000 0.02% of portfolio
2,058
Q4 2024 Added 7.08%

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $3.69 Billion
  • Prior Value $3.85 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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