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
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
- Manager Name
- Orgel-Wealth-Management
Data Enrichment
73% identified59 identified22 unidentified
Holdings
81 positions • $3.8B total value
Manager:
Search and click to pin securities to the top
Page 5 of 5
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
— | All Managers (Combined) | $204.0K | 0.0% ($204.0K/$3.8B) |