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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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