Orgel Wealth Management, LLC Portfolio Holdings

Orgel Wealth Management, LLC

  • $3.62 Billion
  • Q1 2025

Orgel Wealth Management, LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.62 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 $442M, Ishares National Muni Bond ETF with a value of $357M, Ishares Msci Usa Quality Facto with a value of $320M, Schwab Strategic Tr Us Dividen with a value of $318M, and Spdr Portfolio with a value of $296M.

Examining the 13F form we can see an decrease of $70.4M in the current position value, from $3.69B to 3.62B.

Below you can find more details about Orgel Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.62 Billion
ETFs: $3.61 Billion
Technology: $3.57 Million
Financial Services: $2.14 Million
Industrials: $659,000
Communication Services: $585,000
Consumer Cyclical: $477,000
Real Estate: $475,000
Healthcare: $468,000
Other: $427,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$797,000 0.02% of portfolio
2,154
Q1 2025 Added 4.66%
$0
$857,000 0.02% of portfolio
7,065
Q4 2024 Reduced 25.73%
$0
$871,000 0.02% of portfolio
1,634
Q1 2025 Reduced 0.18%
$0
$886,000 0.02% of portfolio
2,907
Q1 2025 Added 42.29%
$99.8B
$209,000 0.01% of portfolio
485
Q1 2025 New
$0
$277,000 0.01% of portfolio
2,355
Q1 2025 Reduced 14.11%
$691B
$273,000 0.01% of portfolio
1,115
Q1 2025 Reduced 1.93%
$0
$272,000 0.01% of portfolio
3,132
Q1 2025 Reduced 20.55%
$0
$270,000 0.01% of portfolio
8,691
Q1 2024 Reduced 38.17%
$400B
$259,000 0.01% of portfolio
495
Q1 2025 Reduced 1.2%
$0
$256,000 0.01% of portfolio
6,283
Q4 2022 New
$685B
$250,000 0.01% of portfolio
477
Q3 2024 Reduced 11.34%
$72.6B
$248,000 0.01% of portfolio
1,000
Q1 2024 Reduced 1.09%
$0
$233,000 0.01% of portfolio
3,577
Q1 2025 Added 7.16%
$198B
$224,000 0.01% of portfolio
1,500
Q1 2025 Reduced 16.67%
$398B
$203,000 0.01% of portfolio
1,197
Q1 2025 Reduced 7.71%
$0
$329,000 0.01% of portfolio
1,280
Q1 2025 Reduced 11.6%
$0
$322,000 0.01% of portfolio
4,310
Q2 2024 Added 10.09%
$0
$515,000 0.01% of portfolio
2,770
Q1 2025 Added 13.52%
$0
$481,000 0.01% of portfolio
20,000
Q1 2025 New
$1.76T
$477,000 0.01% of portfolio
2,510
Q1 2025 Reduced 2.75%
$7.6B
$475,000 0.01% of portfolio
2,865
Q4 2023 Reduced 12.92%
$503B
$439,000 0.01% of portfolio
801
Q1 2025 Reduced 0.87%
$0
$438,000 0.01% of portfolio
7,180
Q4 2024 New
$0
$433,000 0.01% of portfolio
4,165
Q1 2025 Reduced 2.73%
$0
$389,000 0.01% of portfolio
2,138
Q1 2025 Added 5.79%
$20.9B
$411,000 0.01% of portfolio
2,000
Q3 2024 Added 300.0%
$0
$344,000 0.01% of portfolio
1,993
Q1 2025 Reduced 2.5%
Tidal Trust Iii
-
$0 0.0% of portfolio
-
Q1 2025 New
Pimco ETF Tr
-
$0 0.0% of portfolio
-
Q1 2025 Added 51.66%

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $3.62 Billion
  • Prior Value $3.69 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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