Orgel Wealth Management, LLC Portfolio Holdings
Orgel Wealth Management, LLC
- $3.62 Billion
- Q1 2025
Orgel Wealth Management, LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.62 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 $442M, Ishares National Muni Bond ETF with a value of $357M, Ishares Msci Usa Quality Facto with a value of $320M, Schwab Strategic Tr Us Dividen with a value of $318M, and Spdr Portfolio with a value of $296M.
Examining the 13F form we can see an decrease of $70.4M in the current position value, from $3.69B to 3.62B.
Below you can find more details about Orgel Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.62 Billion
ETFs: $3.61 Billion
Technology: $3.57 Million
Financial Services: $2.14 Million
Industrials: $659,000
Communication Services: $585,000
Consumer Cyclical: $477,000
Real Estate: $475,000
Healthcare: $468,000
Other: $427,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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