Orgel Wealth Management, LLC Portfolio Holdings
Orgel Wealth Management, LLC
- $4.15 Billion
- Q3 2025
Orgel Wealth Management, LLC has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.15 Billion distributed in 88 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 $585M, Vanguard with a value of $443M, Spdr Portfolio with a value of $400M, Ishares Core S&P 500 ETF with a value of $366M, and Ishares National Muni Bond ETF with a value of $274M.
Examining the 13F form we can see an increase of $224M in the current position value, from $3.93B to 4.15B.
Below you can find more details about Orgel Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$4.15 Billion
ETFs: $4.14 Billion
Technology: $4.38 Million
Financial Services: $2.44 Million
Industrials: $1.13 Million
Consumer Cyclical: $771,000
Communication Services: $650,000
Real Estate: $545,000
Healthcare: $245,000
Other: $210,000
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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