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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$737,000 0.02% of portfolio
1,922
Q3 2024 Reduced 1.03%
$0
$742,000 0.02% of portfolio
27,602
Q2 2024 Added 10.67%
$84.4B
$793,000 0.02% of portfolio
3,264
Q3 2024 Reduced 6.74%
$0
$914,000 0.02% of portfolio
1,606
Q3 2024 Added 26.66%
$0
$934,000 0.02% of portfolio
2,490
Q1 2024 Added 13.7%
$562B
$289,000 0.01% of portfolio
495
Q3 2024 Reduced 3.51%
$201B
$276,000 0.01% of portfolio
706
Q1 2024 Reduced 10.06%
$0
$273,000 0.01% of portfolio
8,691
Q1 2024 Reduced 38.17%
$0
$248,000 0.01% of portfolio
1,367
Q3 2024 Added 18.66%
$81.8B
$262,000 0.01% of portfolio
1,000
Q1 2024 Reduced 1.09%
$0
$261,000 0.01% of portfolio
6,283
Q4 2022 New
$94.5B
$252,000 0.01% of portfolio
485
Q4 2021 New
$706B
$235,000 0.01% of portfolio
1,115
Q3 2024 Added 3.34%
$405B
$224,000 0.01% of portfolio
1,297
Q3 2024 Added 3.18%
$409B
$220,000 0.01% of portfolio
545
Q3 2024 Reduced 8.56%
$400B
$220,000 0.01% of portfolio
1,359
Q3 2024 New
$219B
$306,000 0.01% of portfolio
1,800
Q2 2024 Reduced 4.05%
$0
$321,000 0.01% of portfolio
2,742
Q2 2024 Reduced 3.35%
$8.33B
$522,000 0.01% of portfolio
2,865
Q4 2023 Reduced 12.92%
$2.07T
$475,000 0.01% of portfolio
2,550
Q3 2024 Reduced 2.97%
$0
$462,000 0.01% of portfolio
3,954
Q3 2024 Added 4.03%
$0
$459,000 0.01% of portfolio
2,420
Q1 2024 Reduced 2.3%
$0
$431,000 0.01% of portfolio
4,492
Q3 2024 Reduced 3.52%
$0
$429,000 0.01% of portfolio
4,241
Q3 2024 Reduced 46.17%
$22.2B
$411,000 0.01% of portfolio
2,000
Q3 2024 Added 300.0%
$0
$411,000 0.01% of portfolio
1,448
Q3 2024 Reduced 20.53%
$489B
$395,000 0.01% of portfolio
801
Q3 2024 Reduced 10.2%
$0
$322,000 0.01% of portfolio
4,310
Q2 2024 Added 10.09%
$0
$325,000 0.01% of portfolio
5,220
Q3 2024 Added 7.19%
$0
$0 0.0% of portfolio
4,901,615
Q3 2024 Added 8.54%

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $3.85 Billion
  • Prior Value $3.58 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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