Orgel Wealth Management, LLC Portfolio Holdings by Sector

Orgel Wealth Management, LLC

$3.62 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VGSH MUB QUAL SCHD SPYG IVV VYMI SCHF 61 stocks	$3.61 Million 99.72% of portfolio	31	23	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,907 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,659 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,271 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$694 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$585 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services PHYS 1 stocks	$481 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$477 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate FSV 1 stocks	$475 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH ELV 2 stocks	$468 0.01% of portfolio	1	1	1	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$439 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$411 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$273 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$250 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ITW 1 stocks	$248 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$224 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$203 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts

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