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CIK: 0001658535
Total reported value
$5.3B
$5.3B
81 檔
33.1%
According to the latest 13F quarterly dataset, Orgel Wealth Management, LLC managed an equity portfolio of $5.3B at the end of Q3 2024, spanning 81 distinct U.S. exchange-listed positions.
During Q3 2024, Orgel Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VGSH, MUB, SCHD) accounted for 33.1% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 10.59% | -7.32% | +4.80% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-Other | 9.99% | -0.59% | +2.23% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 9.01% | -0.02% | +1.69% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 7.98% | +0.01% | NEW | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.15% | +0.60% | +5.04% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.74% | +0.44% | +0.45% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.55% | +0.37% | +71.59% | |
| 8 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 4.62% | -0.47% | +2.48% | |
| 9 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 4.37% | +0.22% | -14.85% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.97% | +0.07% | +4.75% | |
| 11 | MMIN | Nyli Mackay Muni Insured ETF | ETF-Other | 3.89% | — | +14.99% | |
| 12 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-Other | 3.57% | — | +8.54% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.18% | -0.29% | +18.87% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.77% | +0.03% | +3.87% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.57% | +0.01% | -0.03% | |
| 16 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 2.05% | — | -17.30% | |
| 17 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 1.60% | -0.04% | -48.11% | |
| 18 | PFF | Ishares Preferred & Income S | ETF-Other | 1.49% | — | +1.17% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.39% | -0.08% | +0.66% | |
| 20 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.36% | +0.05% | -50.15% | |
| 21 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.25% | +0.01% | +4.62% | |
| 22 | PFFD | Global X US Preferred ETF | ETF-Other | 1.16% | -0.37% | +9.59% | |
| 23 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.81% | -2.07% | — | |
| 24 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 0.66% | -0.04% | -0.83% | |
| 25 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.63% | +0.03% | -0.01% | |
| 26 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.59% | +0.04% | -4.06% | |
| 27 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.52% | +0.03% | -1.99% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.48% | +0.03% | -0.94% | |
| 29 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.27% | -0.03% | -0.26% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.26% | — | -8.20% | |
| 31 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.23% | -0.01% | +0.10% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.15% | +0.01% | +0.04% | |
| 33 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.13% | — | -2.15% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.09% | — | +36.93% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.07% | — | — | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.06% | +0.01% | — | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.06% | — | -2.61% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.05% | — | NEW | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.05% | +0.02% | -7.03% | |
| 40 | SHYM | Ishares Short Duration High | ETF-Other | 0.04% | +3.47% | NEW | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.04% | +0.02% | +2.77% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.04% | — | +6.79% | |
| 43 | SUB | Ishares Short-term National | ETF-Other | 0.03% | — | +11.27% | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.03% | — | — | |
| 45 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.03% | — | +0.03% | |
| 46 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.03% | +0.01% | -0.20% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.03% | +0.01% | +23.10% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.02% | — | — | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.02% | +0.01% | — | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.02% | — | +26.66% |
According to official SEC Form 13F filings, Orgel Wealth Management, LLC reported a total U.S. public equity portfolio value of $5.3B across 81 disclosed positions in Q3 2024.
During Q3 2024, Orgel Wealth Management, LLC's top holdings by market value included VGSH (10.6%)、MUB (10.0%)、SCHD (9.0%). The largest single position, VGSH, represented 10.6% of total portfolio value.
In Q3 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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