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 4 of 5
78463X434
Shares:
0
Value:
$340.3M(+8.9%)
025072877
Shares:
0
Value:
$273.0M(-28.3%)
46434V274
Shares:
0
Value:
$268.0M(+7.4%)
25434V724
Shares:
0
Value:
$258.9M(+0.7%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
Mastercard Inc(MAcusip57636Q104) | — | All Managers (Combined) | $439.0K | ||
| — | QoQ - YoY NEW | All Managers (Combined) | $435.5K | YoY NEW(+$435.5K) | |
| — | All Managers (Combined) | $435.5K | |||
| — | All Managers (Combined) | $414.8K | |||
Cintas Corp(CTAScusip172908105) | — | All Managers (Combined) | $411.1K | ||
| — | QoQ - YoY NEW | All Managers (Combined) | $343.3K | YoY NEW(+$343.3K) | |
(cusip78463X434)✕ | — | All Managers (Combined) | $340.3K | ||
| — | All Managers (Combined) | $327.1K | |||
| — | All Managers (Combined) | $301.4K | |||
| — | All Managers (Combined) | $276.7K | |||
| — | All Managers (Combined) | $273.5K | |||
(cusip025072877)✕ | — | All Managers (Combined) | $273.0K | ||
(cusip46434V274)✕ | — | All Managers (Combined) | $268.0K | ||
| — | All Managers (Combined) | $259.3K | |||
(cusip25434V724)✕ | — | All Managers (Combined) | $258.9K | ||
| — | All Managers (Combined) | $254.0K | |||
| — | All Managers (Combined) | $248.0K | |||
| — | QoQ - YoY NEW | All Managers (Combined) | $235.2K | YoY NEW(+$235.2K) | |
Pepsico Inc(PEPcusip713448108) | — | All Managers (Combined) | $224.9K | ||
| — | QoQ NEW YoY - | All Managers (Combined) | $211.0K | QoQ NEW(+$211.0K) |