Orgel Wealth Management, LLC
Investment Portfolio & 13F Holdings Analysis
About
Orgel Wealth Management, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 81 holdings worth $3.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
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:
Search and click to pin securities to the top
Page 1 of 5
72201R569
Shares:
0
Value:
$212.3B(+55.5%)
45409F843
Shares:
0
Value:
$145.2B(-0.6%)
921932828
Shares:
0
Value:
$114.6B(-33.7%)
35473P884
Shares:
0
Value:
$78.4B(-6.1%)
316092790
Shares:
0
Value:
$60.6B(-4.0%)
808524706
Shares:
0
Value:
$51.5B(+8.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
— | All Managers (Combined) | $442.3M | |||
— | All Managers (Combined) | $357.5M | |||
— | All Managers (Combined) | $322.1M | |||
— | All Managers (Combined) | $321.9M | |||
— | All Managers (Combined) | $296.8M | |||
— | All Managers (Combined) | $273.9M | |||
(cusip72201R569)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $212.3M | YoY NEW(+$212.3M) |
— | All Managers (Combined) | $190.0M | |||
— | All Managers (Combined) | $170.5M | |||
— | All Managers (Combined) | $167.9M | |||
(cusip45409F843)✕ | — | All Managers (Combined) | $145.2M | ||
— | All Managers (Combined) | $121.9M | |||
— | All Managers (Combined) | $119.0M | |||
(cusip921932828)✕ | — | All Managers (Combined) | $114.6M | ||
— | All Managers (Combined) | $102.3M | |||
(cusip35473P884)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $78.4M | YoY NEW(+$78.4M) |
(cusip316092790)✕ | — | All Managers (Combined) | $60.6M | ||
— | All Managers (Combined) | $55.5M | |||
(cusip808524706)✕ | — | All Managers (Combined) | $51.5M | ||
— | All Managers (Combined) | $50.9M |