Orgel Wealth Management, LLC Portfolio Holdings by Sector

Orgel Wealth Management, LLC

$3.69 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VGSH MUB SCHD SPYG IVV BND QUAL VYMI 67 stocks	$3.68 Million 99.71% of portfolio	43	16	9	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$2,156 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,987 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,675 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$598 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$588 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$566 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate FSV 1 stocks	$518 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$425 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$365 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$273 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$272 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$256 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ITW 1 stocks	$253 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$253 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$217 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$216 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$211 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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