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CIK: 0001658535
Total reported value
$5.3B
$5.3B
78 檔
30.8%
In Q2 2024, Orgel Wealth Management, LLC's U.S. equity holdings reached a combined market value of $5.3B, distributed across 78 disclosed stock positions.
During Q2 2024, Orgel Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 10.71% | -7.32% | +0.43% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-Other | 10.33% | -0.59% | -4.67% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 8.79% | -0.02% | +0.81% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 8.08% | +0.01% | NEW | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.99% | +0.60% | +12.96% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.96% | +0.44% | -2.52% | |
| 7 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 5.02% | +0.22% | +1.46% | |
| 8 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 4.54% | -0.47% | +0.78% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.82% | +0.07% | +9.66% | |
| 10 | MMIN | Nyli Mackay Muni Insured ETF | ETF-Other | 3.57% | — | +2.44% | |
| 11 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-Other | 3.36% | — | +1.65% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.32% | +0.37% | +8.18% | |
| 13 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 3.14% | -0.04% | -6.74% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.83% | -0.29% | +6.96% | |
| 15 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.78% | +0.05% | +7.57% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.63% | +0.01% | -0.74% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.58% | +0.03% | +9.13% | |
| 18 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 2.42% | — | +7.03% | |
| 19 | PFF | Ishares Preferred & Income S | ETF-Other | 1.50% | — | -3.02% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.39% | -0.08% | -0.55% | |
| 21 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.17% | +0.01% | +12.97% | |
| 22 | PFFD | Global X US Preferred ETF | ETF-Other | 1.08% | -0.37% | +9.88% | |
| 23 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 0.66% | -0.04% | -1.28% | |
| 24 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.64% | +0.03% | -0.65% | |
| 25 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.62% | +0.04% | -0.25% | |
| 26 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.55% | +0.03% | -10.58% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.49% | +0.03% | -0.76% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.28% | — | -3.63% | |
| 29 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.28% | -0.03% | +0.88% | |
| 30 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.23% | -0.01% | +44.19% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.15% | +0.01% | -1.21% | |
| 32 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.13% | — | -5.37% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.07% | — | — | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.07% | — | +84.74% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.07% | — | +0.39% | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.06% | +0.01% | +16.59% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.05% | — | NEW | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.05% | +0.02% | +4.41% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.04% | +0.02% | +4.51% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.03% | — | +360.26% | |
| 41 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.03% | +0.01% | +0.08% | |
| 42 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.03% | — | +0.31% | |
| 43 | SUB | Ishares Short-term National | ETF-Other | 0.03% | — | +22.76% | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.03% | — | — | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.02% | +0.01% | — | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.02% | — | +28.64% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.02% | +0.01% | -0.25% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.02% | +0.01% | +119.04% | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.02% | -0.01% | +7.23% | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.02% | — | +0.21% |
According to official SEC Form 13F filings, Orgel Wealth Management, LLC reported a total U.S. public equity portfolio value of $5.3B across 78 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VGSH, MUB, SCHD) accounted for 30.8% of total reported equity market value during Q2 2024.
During Q2 2024, Orgel Wealth Management, LLC's top holdings by market value included VGSH (10.7%)、MUB (10.3%)、SCHD (8.8%). The largest single position, VGSH, represented 10.7% of total portfolio value.
In Q2 2024, Orgel Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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