The Analysis of Orgel Wealth Management, LLC's Holdings
Currently, Orgel Wealth Management, LLC holds 88 types of securities in its portfolio with a total value $4.4B. In the most recent quarter, they have increased their positions in VTEB (+272.7K shares, valued at $13.7M), VGSH (+224.5K shares, valued at $13.2M), QUAL (+51.1K shares, valued at $9.9M); decreased their positions in VIOO (-298.3K shares, valued at $33.0M), SPYG (-67.4K shares, valued at $7.0M), VB (-12.3K shares, valued at $3.1M); initiated new positions in CAT (+506 shares, valued at $241.4K), URI (+230 shares, valued at $219.6K), SCHY (+7.6K shares, valued at $212.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
QUAL ISHARES TR3.0M shares1.73%2025-09-302025-10-06
VGSH VANGUARD SCOTTSDALE FDS7.5M shares3.08%2025-09-302025-10-06 SPYG SPDR SERIES TRUST3.8M shares-1.73%2025-09-302025-10-06 IVV ISHARES TR547.4K shares2.55%2025-09-302025-10-06 MUB ISHARES TR2.6M shares0.94%2025-09-302025-10-06 PMBS PIMCO ETF TR4.5M shares2.06%2025-09-302025-10-06 VYMI VANGUARD WHITEHALL FDS2.5M shares0.15%2025-09-302025-10-06 SCHF SCHWAB STRATEGIC TR8.8M shares2.25%2025-09-302025-10-06 MTUM ISHARES TR664.1K shares0.65%2025-09-302025-10-06 VTEB VANGUARD MUN BD FDS3.2M shares9.32%2025-09-302025-10-06 MMIT NEW YORK LIFE INVTS ACTIVE E6.1M shares3.28%2025-09-302025-10-06 VOE VANGUARD INDEX FDS819.8K shares3.05%2025-09-302025-10-06 PFFD GLOBAL X FDS7.0M shares0.92%2025-09-302025-10-06 SCHX SCHWAB STRATEGIC TR4.7M shares-0.73%2025-09-302025-10-06 VIOO VANGUARD ADMIRAL FDS INC1.0M shares-22.75%2025-09-302025-10-06 BND VANGUARD BD INDEX FDS1.5M shares1.73%2025-09-302025-10-06 FLQM FRANKLIN TEMPLETON ETF TR1.4M shares4.74%2025-09-302025-10-06 FQAL FIDELITY COVINGTON TRUST932.3K shares-1.97%2025-09-302025-10-06 SCHE SCHWAB STRATEGIC TR2.0M shares0.94%2025-09-302025-10-06 VOT VANGUARD INDEX FDS219.5K shares-0.75%2025-09-302025-10-06 IEFA ISHARES TR725.5K shares-0.67%2025-09-302025-10-06 SPHQ INVESCO EXCHANGE TRADED FD T425.9K shares-0.90%2025-09-302025-10-06 IMCV ISHARES TR360.2K shares0.06%2025-09-302025-10-06 IMCG ISHARES TR290.2K shares-1.92%2025-09-302025-10-06 IEMG ISHARES INC334.2K shares-2.54%2025-09-302025-10-06 ESGV VANGUARD WORLD FD127.9K shares-0.06%2025-09-302025-10-06 SCHD SCHWAB STRATEGIC TR395.7K shares-0.19%2025-09-302025-10-06 IUSB ISHARES TR204.5K shares0.01%2025-09-302025-10-06 VB VANGUARD INDEX FDS36.7K shares-25.02%2025-09-302025-10-06 SCHG SCHWAB STRATEGIC TR189.8K shares10.42%2025-09-302025-10-06 SCHA SCHWAB STRATEGIC TR203.6K shares-17.33%2025-09-302025-10-06 VSGX VANGUARD WORLD FD81.7K shares-1.01%2025-09-302025-10-06 ESGD ISHARES TR58.0K shares0.17%2025-09-302025-10-06 OWNS TIDAL TRUST III283.1K shares4.54%2025-09-302025-10-06 SPY SPDR S&P 500 ETF TR6.3K shares-5.29%2025-09-302025-10-06 VOO VANGUARD INDEX FDS6.0K shares1.91%2025-09-302025-10-06 EFA ISHARES TR34.4K shares0.00%2025-09-302025-10-06 JSML JANUS DETROIT STR TR42.1K shares-5.01%2025-09-302025-10-06 MSFT MICROSOFT CORP4.9K shares-0.12%2025-09-302025-10-06 VTI VANGUARD INDEX FDS6.0K shares6.93%2025-09-302025-10-06 AAPL APPLE INC7.2K shares0.00%2025-09-302025-10-06 SUSL ISHARES TR14.0K shares1.36%2025-09-302025-10-06 IWM ISHARES TR6.6K shares-2.34%2025-09-302025-10-06 IWR ISHARES TR15.5K shares-1.63%2025-09-302025-10-06 EMXC ISHARES INC19.9K shares0.00%2025-09-302025-10-06 IWF ISHARES TR2.7K shares-14.75%2025-09-302025-10-06 GLD SPDR GOLD TR3.3K shares2.36%2025-09-302025-10-06 VUG VANGUARD INDEX FDS2.3K shares-0.22%2025-09-302025-10-06 IWB ISHARES TR2.9K shares0.00%2025-09-302025-10-06 ITOT ISHARES TR7.1K shares0.00%2025-09-302025-10-06 MDY SPDR S&P MIDCAP 400 ETF TR1.6K shares0.06%2025-09-302025-10-06 VIG VANGUARD SPECIALIZED FUNDS4.5K shares13.66%2025-09-302025-10-06 HDEF DBX ETF TR30.8K shares-2.17%2025-09-302025-10-06 AGG ISHARES TR8.5K shares6.20%2025-09-302025-10-06 FDMO FIDELITY COVINGTON TRUST9.1K shares3.14%2025-09-302025-10-06 META META PLATFORMS INC886 shares0.00%2025-09-302025-10-06 SUB ISHARES TR5.9K shares3.34%2025-09-302025-10-06 IWD ISHARES TR3.0K shares-0.10%2025-09-302025-10-06 PHYS SPROTT ASSET MANAGEMENT LP20.0K shares0.00%2025-09-302025-10-06 PGR PROGRESSIVE CORP2.3K shares0.00%2025-09-302025-10-06 AMZN AMAZON COM INC2.5K shares0.00%2025-09-302025-10-06 FSV FIRSTSERVICE CORP NEW2.9K shares0.00%2025-09-302025-10-06 SPYM SPDR SERIES TRUST6.2K shares11.30%2025-09-302025-10-06 VEU VANGUARD INTL EQUITY INDEX F6.6K shares0.00%2025-09-302025-10-06 MA MASTERCARD INCORPORATED801 shares0.00%2025-09-302025-10-06 IJR ISHARES TR3.7K shares-12.62%2025-09-302025-10-06 IWO ISHARES TR1.3K shares4.77%2025-09-302025-10-06 VXF VANGUARD INDEX FDS2.0K shares0.00%2025-09-302025-10-06 CTAS CINTAS CORP2.0K shares0.00%2025-09-302025-10-06 JPM JPMORGAN CHASE & CO.1.1K shares-0.98%2025-09-302025-10-06 JEPI J P MORGAN EXCHANGE TRADED F5.9K shares15.98%2025-09-302025-10-06 INTF ISHARES TR8.8K shares0.33%2025-09-302025-10-06 AVUV AMERICAN CENTY ETF TR3.1K shares0.00%2025-09-302025-10-06 VWO VANGUARD INTL EQUITY INDEX F5.4K shares5.17%2025-09-302025-10-06 IWP ISHARES TR2.1K shares-9.64%2025-09-302025-10-06 QEFA SPDR INDEX SHS FDS3.3K shares-16.14%2025-09-302025-10-06 DFUV DIMENSIONAL ETF TRUST6.3K shares0.00%2025-09-302025-10-06 ITW ILLINOIS TOOL WKS INC1.0K shares-0.30%2025-09-302025-10-06 JEPQ J P MORGAN EXCHANGE TRADED F4.4K shares14.73%2025-09-302025-10-06 JNJ JOHNSON & JOHNSON1.3K shares-26.84%2025-09-302025-10-06 CAT CATERPILLAR INC506 sharesnew addition2025-09-302025-10-06 BRK.B BERKSHIRE HATHAWAY INC DEL477 shares0.00%2025-09-302025-10-06 QQQ INVESCO QQQ TR382 shares4.66%2025-09-302025-10-06 NDAQ NASDAQ INC2.5K shares0.00%2025-09-302025-10-06 HD HOME DEPOT INC545 shares-0.73%2025-09-302025-10-06 URI UNITED RENTALS INC230 sharesnew addition2025-09-302025-10-06 SCHY SCHWAB STRATEGIC TR7.6K sharesnew addition2025-09-302025-10-06 PEP PEPSICO INC1.5K sharesnew addition2025-09-302025-10-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available