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