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
$442 Million 12.2% of portfolio
7,535,912
Q1 2025 Added 1.7%
$0
$357 Million 9.84% of portfolio
3,390,855
Q1 2025 Added 0.72%
$0
$320 Million 8.82% of portfolio
1,883,917
Q1 2025 Added 46.86%
$0
$318 Million 8.77% of portfolio
11,520,110
Q1 2025 Added 4.14%
$0
$296 Million 8.16% of portfolio
3,692,948
Q1 2025 Added 11.57%
$0
$272 Million 7.51% of portfolio
487,398
Q1 2025 Added 7.09%
$0
$191 Million 5.27% of portfolio
2,578,996
Q1 2025 Reduced 0.4%
$0
$172 Million 4.75% of portfolio
8,620,943
Q1 2025 Added 2.97%
$0
$168 Million 4.62% of portfolio
2,285,794
Q1 2025 Reduced 29.66%
$0
$145 Million 3.99% of portfolio
6,144,016
Q1 2025 Added 0.25%
$0
$122 Million 3.36% of portfolio
2,456,907
Q1 2025 Reduced 3.66%
$0
$118 Million 3.25% of portfolio
741,179
Q1 2025 Added 6.51%
$0
$114 Million 3.15% of portfolio
1,187,480
Q1 2025 Reduced 27.15%
$0
$102 Million 2.81% of portfolio
4,633,176
Q1 2025 Added 0.07%
$0
$77.7 Million 2.15% of portfolio
1,478,842
Q1 2025 Reduced 3.81%
$0
$60.1 Million 1.66% of portfolio
944,390
Q1 2025 Reduced 2.11%
$0
$51.6 Million 1.42% of portfolio
1,869,724
Q1 2025 Added 4.46%
$0
$50.8 Million 1.4% of portfolio
207,994
Q1 2025 Reduced 3.09%
$0
$27.3 Million 0.75% of portfolio
416,386
Q1 2025 Added 11.17%
$0
$25 Million 0.69% of portfolio
340,525
Q1 2025 Reduced 0.83%
$0
$21.4 Million 0.59% of portfolio
300,058
Q1 2025 Reduced 3.91%
$0
$18.1 Million 0.5% of portfolio
338,343
Q1 2025 Added 0.63%
$0
$13.4 Million 0.37% of portfolio
137,812
Q1 2025 Reduced 32.7%
$0
$10.1 Million 0.28% of portfolio
45,518
Q1 2025 Added 2.56%
$0
$10 Million 0.28% of portfolio
217,495
Q1 2025 Reduced 2.63%
$0
$8.22 Million 0.23% of portfolio
99,752
Q1 2025 Reduced 12.34%
$0
$5.31 Million 0.15% of portfolio
226,320
Q1 2025 Added 0.47%
$0
$5.41 Million 0.15% of portfolio
91,270
Q1 2025 Added 4.01%
$0
$4.71 Million 0.13% of portfolio
79,217
Q1 2025 Reduced 93.8%
$0
$3.69 Million 0.1% of portfolio
6,597
Q1 2025 Added 5.87%
$0
$3.65 Million 0.1% of portfolio
145,992
Q1 2025 Added 54.18%
$0
$2.84 Million 0.08% of portfolio
34,403
Q1 2025 Added 5.94%
$0
$2.76 Million 0.08% of portfolio
5,404
Q1 2025 Added 8.43%
$0
$2.19 Million 0.06% of portfolio
95,500
Q1 2025 Added 25.14%
$3.25T
$1.66 Million 0.05% of portfolio
7,472
Q1 2025 Reduced 5.87%
$2.89T
$1.91 Million 0.05% of portfolio
5,082
Q1 2025 Reduced 0.68%
$0
$1.82 Million 0.05% of portfolio
14,264
Q1 2025 Reduced 8.0%
$0
$1.27 Million 0.04% of portfolio
4,650
Q1 2025 Reduced 19.55%
$0
$1.32 Million 0.04% of portfolio
6,584
Q1 2025 Added 0.52%
$0
$1.36 Million 0.04% of portfolio
16,094
Q1 2025 Added 91.12%
$0
$910,000 0.03% of portfolio
33,322
Q4 2024 Added 20.72%
$102B
$940,000 0.03% of portfolio
3,264
Q3 2024 Reduced 6.74%
$0
$1.11 Million 0.03% of portfolio
20,186
Q1 2025 Added 2.15%
$0
$1.16 Million 0.03% of portfolio
3,221
Q1 2025 Added 24.99%
$0
$1.27 Million 0.03% of portfolio
13,256
Q1 2025 Added 14.57%
$0
$564,000 0.02% of portfolio
5,354
Q1 2025 Added 6.97%
$1.17T
$585,000 0.02% of portfolio
1,015
Q3 2024 Added 0.1%
$0
$588,000 0.02% of portfolio
5,961
Q1 2025 Reduced 55.95%
$163B
$694,000 0.02% of portfolio
2,455
Q1 2024 Reduced 1.45%

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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