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:
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Page 5 of 5
PROCTER & GAMBLE Co
Shares:
0
Value:
$204.0M(-6.2%)