Orgel-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "FSV",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EMXC",
  "ITW",
  "MUB",
  "META",
  null,
  null,
  null,
  "MA",
  "MSFT",
  "IJR",
  "IWD",
  null,
  "IWF",
  "PEP",
  "VGSH",
  "PGR",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "PG",
  null,
  "IEFA",
  "SCHX",
  "GLD",
  "SPYG",
  "SPLG",
  "VXF",
  "VOE",
  "VWO",
  null,
  "VIG",
  "IWO",
  "VYM",
  null,
  "IWP",
  "IWR",
  null,
  "AMZN",
  null,
  "ESGD",
  "VEU",
  "ESGV",
  "VUG",
  "VYMI",
  null,
  "VTEB",
  "BND",
  "VOT",
  "VB",
  "VOO",
  null,
  "SCHD",
  "SCHG",
  "SCHF",
  "SCHA",
  null,
  "BRK-B",
  "CTAS",
  null,
  "EFA",
  "IWB",
  "IWM",
  "MDY",
  "ELV",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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: orgel-wealth-management
Manager Name: Orgel-Wealth-Management

Data Enrichment

73% identified

59 identified22 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

81 positions • $3.8B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 4 of 5

Sort by:

Mastercard Inc

MA|57636Q104

Shares:—

Value:$439.0K

% of Portfolio:0.0% ($439.0K/$3.8B)

922042775

VEU|922042775

Shares:—

Value:$435.5K

% of Portfolio:0.0% ($435.5K/$3.8B)

464287804

IJR|464287804

Shares:—

Value:$435.5K

% of Portfolio:0.0% ($435.5K/$3.8B)

921908844

VIG|921908844

Shares:—

Value:$414.8K

% of Portfolio:0.0% ($414.8K/$3.8B)

CINTAS CORP

CTAS|172908105

Shares:—

Value:$411.1K

% of Portfolio:0.0% ($411.1K/$3.8B)

922908652

VXF|922908652

Shares:—

Value:$343.3K

% of Portfolio:0.0% ($343.3K/$3.8B)

78463X434

Shares:—

Value:$340.3K

% of Portfolio:0.0% ($340.3K/$3.8B)

464287648

IWO|464287648

Shares:—

Value:$327.1K

% of Portfolio:0.0% ($327.1K/$3.8B)

922042858

VWO|922042858

Shares:—

Value:$301.4K

% of Portfolio:0.0% ($301.4K/$3.8B)

464287481

IWP|464287481

Shares:—

Value:$276.7K

% of Portfolio:0.0% ($276.7K/$3.8B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:—

Value:$273.5K

% of Portfolio:0.0% ($273.5K/$3.8B)

025072877

Shares:—

Value:$273.0K

% of Portfolio:0.0% ($273.0K/$3.8B)

46434V274

Shares:—

Value:$268.0K

% of Portfolio:0.0% ($268.0K/$3.8B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:—

Value:$259.3K

% of Portfolio:0.0% ($259.3K/$3.8B)

25434V724

Shares:—

Value:$258.9K

% of Portfolio:0.0% ($258.9K/$3.8B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:—

Value:$254.0K

% of Portfolio:0.0% ($254.0K/$3.8B)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:—

Value:$248.0K

% of Portfolio:0.0% ($248.0K/$3.8B)

78464A854

SPLG|78464A854

Shares:—

Value:$235.2K

% of Portfolio:0.0% ($235.2K/$3.8B)

PEPSICO INC

PEP|713448108

Shares:—

Value:$224.9K

% of Portfolio:0.0% ($224.9K/$3.8B)

Elevance Health, Inc.

ELV|036752103

Shares:—

Value:$211.0K

% of Portfolio:0.0% ($211.0K/$3.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Mastercard Inc(MAcusip57636Q104)	—	QoQ - YoY -	All Managers (Combined)	$439.0K	0.0% ($439.0K/$3.8B)	QoQ +3.19% (+$13.6K) YoY +13.81% (+$53.3K)
(VEUcusip922042775)	—	QoQ - YoY NEW	All Managers (Combined)	$435.5K	0.0% ($435.5K/$3.8B)	QoQ +5.66% (+$23.3K) YoY NEW(+$435.5K)
(IJRcusip464287804)	—	QoQ - YoY -	All Managers (Combined)	$435.5K	0.0% ($435.5K/$3.8B)	QoQ -11.72% (-$57.8K) YoY -1.57% (-$7.0K)
(VIGcusip921908844)	—	QoQ - YoY -	All Managers (Combined)	$414.8K	0.0% ($414.8K/$3.8B)	QoQ +4.79% (+$19.0K) YoY +45.40% (+$129.5K)
CINTAS CORP(CTAScusip172908105)	—	QoQ - YoY -	All Managers (Combined)	$411.1K	0.0% ($411.1K/$3.8B)	QoQ +12.49% (+$45.7K) YoY +19.66% (+$67.5K)
(VXFcusip922908652)	—	QoQ - YoY NEW	All Managers (Combined)	$343.3K	0.0% ($343.3K/$3.8B)	QoQ -11.58% (-$45.0K) YoY NEW(+$343.3K)
(cusip78463X434)✕	—	QoQ - YoY -	All Managers (Combined)	$340.3K	0.0% ($340.3K/$3.8B)	QoQ +8.88% (+$27.8K) YoY +14.23% (+$42.4K)
(IWOcusip464287648)	—	QoQ - YoY -	All Managers (Combined)	$327.1K	0.0% ($327.1K/$3.8B)	QoQ -21.51% (-$89.7K) YoY -33.70% (-$166.3K)
(VWOcusip922042858)	—	QoQ - YoY -	All Managers (Combined)	$301.4K	0.0% ($301.4K/$3.8B)	QoQ -68.29% (-$649.2K) YoY -55.14% (-$370.5K)
(IWPcusip464287481)	—	QoQ - YoY -	All Managers (Combined)	$276.7K	0.0% ($276.7K/$3.8B)	QoQ -20.38% (-$70.9K) YoY -14.55% (-$47.1K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	—	QoQ - YoY -	All Managers (Combined)	$273.5K	0.0% ($273.5K/$3.8B)	QoQ +0.35% (+$959) YoY +29.43% (+$62.2K)
(cusip025072877)✕	—	QoQ - YoY -	All Managers (Combined)	$273.0K	0.0% ($273.0K/$3.8B)	QoQ -28.25% (-$107.5K) YoY -37.42% (-$163.3K)
(cusip46434V274)✕	—	QoQ - YoY -	All Managers (Combined)	$268.0K	0.0% ($268.0K/$3.8B)	QoQ +7.38% (+$18.4K) YoY +3.35% (+$8.7K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	—	QoQ - YoY -	All Managers (Combined)	$259.3K	0.0% ($259.3K/$3.8B)	QoQ +2.29% (+$5.8K) YoY +6.95% (+$16.9K)
(cusip25434V724)✕	—	QoQ - YoY -	All Managers (Combined)	$258.9K	0.0% ($258.9K/$3.8B)	QoQ +0.70% (+$1.8K) YoY +0.75% (+$1.9K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	—	QoQ - YoY -	All Managers (Combined)	$254.0K	0.0% ($254.0K/$3.8B)	QoQ +17.49% (+$37.8K) YoY +26.64% (+$53.5K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	—	QoQ - YoY -	All Managers (Combined)	$248.0K	0.0% ($248.0K/$3.8B)	QoQ -2.18% (-$5.5K) YoY -7.57% (-$20.3K)
(SPLGcusip78464A854)	—	QoQ - YoY NEW	All Managers (Combined)	$235.2K	0.0% ($235.2K/$3.8B)	QoQ +2.21% (+$5.1K) YoY NEW(+$235.2K)
PEPSICO INC(PEPcusip713448108)	—	QoQ - YoY -	All Managers (Combined)	$224.9K	0.0% ($224.9K/$3.8B)	QoQ -17.82% (-$48.8K) YoY -31.49% (-$103.4K)
Elevance Health, Inc.(ELVcusip036752103)	—	QoQ NEW YoY -	All Managers (Combined)	$211.0K	0.0% ($211.0K/$3.8B)	QoQ NEW(+$211.0K) YoY -16.11% (-$40.5K)