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 3 of 5
46435U218
Shares:
0
Value:
$1.3B(+6.5%)
233051630
Shares:
0
Value:
$904.4M(+11.7%)
74741A106
Shares:
0
Value:
$734.1M
464287226
Shares:
0
Value:
$589.7M(-55.0%)
464288158
Shares:
0
Value:
$565.4M(+7.1%)
85207H104
Shares:
0
Value:
$481.2M
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| — | All Managers (Combined) | $1.3M | |||
| — | All Managers (Combined) | $1.3M | |||
(cusip46435U218)✕ | — | All Managers (Combined) | $1.3M | ||
| — | All Managers (Combined) | $1.2M | |||
| — | All Managers (Combined) | $1.1M | |||
Spdr Gold Trust(GLDcusip78463V107) | — | All Managers (Combined) | $940.5K | ||
(cusip233051630)✕ | — | All Managers (Combined) | $904.4K | ||
| — | All Managers (Combined) | $891.7K | |||
| — | All Managers (Combined) | $871.7K | |||
| — | All Managers (Combined) | $862.0K | |||
| — | All Managers (Combined) | $798.7K | |||
(cusip74741A106)✕ | — | QoQ NEW YoY NEW | All Managers (Combined) | $734.1K | QoQ NEW(+$734.1K) YoY NEW(+$734.1K) |
| — | All Managers (Combined) | $694.8K | |||
(cusip464287226)✕ | — | All Managers (Combined) | $589.7K | ||
| — | All Managers (Combined) | $585.0K | |||
(cusip464288158)✕ | — | All Managers (Combined) | $565.4K | ||
| — | All Managers (Combined) | $521.2K | |||
(cusip85207H104)✕ | — | QoQ NEW YoY NEW | All Managers (Combined) | $481.2K | QoQ NEW(+$481.2K) YoY NEW(+$481.2K) |
Amazon Com Inc(AMZNcusip023135106) | — | All Managers (Combined) | $477.6K | ||
| — | All Managers (Combined) | $475.4K |