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
Mastercard Inc
Shares:
0
Value:
$439.0M(+3.2%)
922042775
Shares:
0
Value:
$435.5M(+5.7%)
464287804
Shares:
0
Value:
$435.5M(-11.7%)
921908844
Shares:
0
Value:
$414.8M(+4.8%)
CINTAS CORP
Shares:
0
Value:
$411.1M(+12.5%)
922908652
Shares:
0
Value:
$343.3M(-11.6%)
78463X434
Shares:
0
Value:
$340.3M(+8.9%)
464287648
Shares:
0
Value:
$327.1M(-21.5%)
922042858
Shares:
0
Value:
$301.4M(-68.3%)
464287481
Shares:
0
Value:
$276.7M(-20.4%)
JPMORGAN CHASE & CO
Shares:
0
Value:
$273.5M(+0.3%)
025072877
Shares:
0
Value:
$273.0M(-28.3%)
46434V274
Shares:
0
Value:
$268.0M(+7.4%)
UNITEDHEALTH GROUP INC
Shares:
0
Value:
$259.3M(+2.3%)
25434V724
Shares:
0
Value:
$258.9M(+0.7%)
BERKSHIRE HATHAWAY INC
Shares:
0
Value:
$254.0M(+17.5%)
ILLINOIS TOOL WORKS INC
Shares:
0
Value:
$248.0M(-2.2%)
78464A854
Shares:
0
Value:
$235.2M(+2.2%)
PEPSICO INC
Shares:
0
Value:
$224.9M(-17.8%)
Elevance Health, Inc.
Shares:
0
Value:
$211.0M