Orgel Wealth Management, LLC

Filing Details

13F-HR2025-03-31
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
Manager Name
Orgel Wealth Management, LLC
Data Enrichment
73% identified
59 identified22 unidentified

Holdings

81 positions
Manager:
Search and click to pin securities to the top
46137V241
Shares:
0
Value:
$27.6B(+10.0%)
464288406
Shares:
0
Value:
$25.3B(-0.9%)
464288307
Shares:
0
Value:
$21.4B(-9.1%)
46434G103
Shares:
0
Value:
$18.3B(+4.0%)
921910733
Shares:
0
Value:
$13.5B(-37.1%)
922908751
Shares:
0
Value:
$10.1B(-5.3%)
46434V613
Shares:
0
Value:
$10.0B(-0.7%)
46435G516
Shares:
0
Value:
$8.1B(-5.9%)
921910725
Shares:
0
Value:
$5.4B(+8.2%)
808524607
Shares:
0
Value:
$5.3B(-9.0%)
47103U100
Shares:
0
Value:
$4.8B(-94.2%)
SPDR S&P 500 ETF TRUST
Shares:
0
Value:
$3.7B(+1.1%)
808524300
Shares:
0
Value:
$3.7B(+38.5%)
464287465
Shares:
0
Value:
$2.8B(+14.5%)
922908363
Shares:
0
Value:
$2.8B(+3.4%)
092528108
Shares:
0
Value:
$2.2B(+25.2%)
MICROSOFT CORP
Shares:
0
Value:
$1.9B(-11.5%)
921946406
Shares:
0
Value:
$1.8B(-7.0%)
Apple Inc.
Shares:
0
Value:
$1.7B(-16.5%)
464287499
Shares:
0
Value:
$1.4B(+83.9%)