Orgel Wealth Management, LLC
CIK:0001658535
Investment Adviser
$8B AUM
88 holdings
Altoona, WI, USA
Orgel Wealth Management, LLC is an investment advisory firm that manages investment portfolios and offers wealth management services.
Top Buys
Q
QUALISHARES TR+$44.4M
I
IVVISHARES TR+$34.9M
S
SPYGSPDR SERIES TRUST+$28.8M
V
VTEBVANGUARD MUN BD FDS+$16.7M
S
SCHFSCHWAB STRATEGIC TR+$14.6M
Top Sells
V
VIOOVANGUARD ADMIRAL FDS INC-$20.8M
V
VBVANGUARD INDEX FDS-$2.3M
S
SHYMBLACKROCK ETF TRUST II-$2.1M
S
SCHASCHWAB STRATEGIC TR-$550.7K
D
DISDISNEY WALT CO-$213.2K
Top Holdings
Q
QUALISHARES TR+13.3%$584.6M
V
VGSHVANGUARD SCOTTSDALE FDS+10.1%$442.9M
S
SPYGSPDR SERIES TRUST+9.1%$400.1M
I
IVVISHARES TR+8.4%$366.4M
M
MUBISHARES TR+6.2%$273.6M
Equity Positions (87)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QUAL | ISHARES TR | 13.34% | $584.6M | 3,005,601 | $169.14 | $194.50 | +$44.4M |
V VGSH | VANGUARD SCOTTSDALE FDS | 10.10% | $442.9M | 7,525,339 | $58.03 | $58.85 | +$13.7M |
S SPYG | SPDR SERIES TRUST | 9.13% | $400.1M | 3,828,393 | $63.98 | $104.51 | +$28.8M |
I IVV | ISHARES TR | 8.36% | $366.4M | 547,398 | $495.22 | $669.30 | +$34.9M |
M MUB | ISHARES TR | 6.24% | $273.6M | 2,569,238 | $108.15 | $106.49 | +$7.7M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+0.1%
ELECTRONIC COMPUTERS
+0.0%
COMMODITY CONTRACTS BROKERS & DEALERS
+0.0%
FIRE, MARINE & CASUALTY INSURANCE
+0.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+0.0%