Orgel Wealth Management, LLC Portfolio Holdings by Sector
Orgel Wealth Management, LLC
- $3.58 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VGSH MUB SCHD BND IVV SPYG VIOO VYMI 60 stocks |
$3.57 Million
99.72% of portfolio
|
  33  
|
  18  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$2,430
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,789
0.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$855
0.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
ELV UNH 2 stocks |
$523
0.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$511
0.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$509
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$507
0.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
FSV 1 stocks |
$436
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA 1 stocks |
$393
0.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$350
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$296
0.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ITW 1 stocks |
$236
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$235
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$218
0.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$218
0.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$207
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$205
0.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|