Orgel Wealth Management, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-15
- Total Holdings
- 81
- Total Value
- 3849926041
- Accession Number
- 0001658535-25-000004
- Form Type
- 13F-HR
- CIK
- 0001658535
- Manager Name
- Orgel Wealth Management, LLC
Data Enrichment
73% identified59 identified22 unidentified
Holdings
81 positions
Manager:
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Page 2 of 5
46137V241
Shares:
0
Value:
$27.6B(+10.0%)
464288406
Shares:
0
Value:
$25.3B(-0.9%)
464288307
Shares:
0
Value:
$21.4B(-9.1%)
46434V613
Shares:
0
Value:
$10.0B(-0.7%)
47103U100
Shares:
0
Value:
$4.8B(-94.2%)
092528108
Shares:
0
Value:
$2.2B(+25.2%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
(cusip46137V241)✕ | — | All Managers (Combined) | $27.6M | ||
(cusip464288406)✕ | — | All Managers (Combined) | $25.3M | ||
(cusip464288307)✕ | — | All Managers (Combined) | $21.4M | ||
| — | All Managers (Combined) | $18.3M | |||
| — | All Managers (Combined) | $13.5M | |||
| — | All Managers (Combined) | $10.1M | |||
(cusip46434V613)✕ | — | All Managers (Combined) | $10.0M | ||
| — | All Managers (Combined) | $8.1M | |||
| — | All Managers (Combined) | $5.4M | |||
| — | All Managers (Combined) | $5.3M | |||
(cusip47103U100)✕ | — | All Managers (Combined) | $4.8M | ||
| — | All Managers (Combined) | $3.7M | |||
| — | All Managers (Combined) | $3.7M | |||
| — | QoQ - YoY NEW | All Managers (Combined) | $2.8M | YoY NEW(+$2.8M) | |
| — | All Managers (Combined) | $2.8M | |||
(cusip092528108)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $2.2M | YoY NEW(+$2.2M) |
Microsoft Corp(MSFTcusip594918104) | — | All Managers (Combined) | $1.9M | ||
| — | All Managers (Combined) | $1.8M | |||
Apple Inc.(AAPLcusip037833100) | — | All Managers (Combined) | $1.7M | ||
| — | QoQ - YoY NEW | All Managers (Combined) | $1.4M | YoY NEW(+$1.4M) |