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:
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464287655
Shares:
0
Value:
$1.3B(-9.2%)
922908769
Shares:
0
Value:
$1.3B(-23.7%)
46435U218
Shares:
0
Value:
$1.3B(+6.5%)
464287614
Shares:
0
Value:
$1.2B(+12.4%)
46434G764
Shares:
0
Value:
$1.1B(+1.5%)
SPDR GOLD TRUST
Shares:
0
Value:
$940.5M(+19.0%)
233051630
Shares:
0
Value:
$904.4M(+11.7%)
464287622
Shares:
0
Value:
$891.7M(+35.5%)
SPDR S&P MIDCAP 400 ETF TRUST
Shares:
0
Value:
$871.7M(-6.5%)
464287150
Shares:
0
Value:
$862.0M(-5.1%)
922908736
Shares:
0
Value:
$798.7M(-5.4%)
74741A106
Shares:
0
Value:
$734.1M
PROGRESSIVE CORP/OH/
Shares:
0
Value:
$694.8M(+18.1%)
464287226
Shares:
0
Value:
$589.7M(-55.0%)
Meta Platforms, Inc.
Shares:
0
Value:
$585.0M(-1.6%)
464288158
Shares:
0
Value:
$565.4M(+7.1%)
464287598
Shares:
0
Value:
$521.2M(+15.4%)
85207H104
Shares:
0
Value:
$481.2M
AMAZON COM INC
Shares:
0
Value:
$477.6M(-15.7%)
FirstService Corp
Shares:
0
Value:
$475.4M(-8.3%)