Orgel Wealth Management, LLC Portfolio Holdings

Orgel Wealth Management, LLC

  • $3.85 Billion
  • Q3 2024

Orgel Wealth Management, LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.85 Billion distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $423M, Ishares National Muni Bond ETF with a value of $399M, Schwab Strategic Tr Us Dividen with a value of $360M, Vanguard Bd Index Fd Inc Total with a value of $319M, and Ishares Core S&P 500 ETF with a value of $246M.

Examining the 13F form we can see an increase of $271M in the current position value, from $3.58B to 3.85B.

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

Portfolio value $3.85 Billion
ETFs: $3.84 Billion
Technology: $4.12 Million
Financial Services: $1.47 Million
Industrials: $949,000
Healthcare: $761,000
Consumer Cyclical: $695,000
Communication Services: $581,000
Consumer Defensive: $530,000
Other: $522,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$156B
$623,000 0.02% of portfolio
2,455
Q1 2024 Reduced 1.45%
$84.2B
$262,000 0.01% of portfolio
1,000
Q1 2024 Reduced 1.09%
$96.9B
$252,000 0.01% of portfolio
485
Q4 2021 New
$22.5B
$411,000 0.01% of portfolio
2,000
Q3 2024 Added 300.0%

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $3.85 Billion
  • Prior Value $3.58 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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