| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2012 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR CORE S&P500 ETF | 35 | Q2 2024 | 11.4% |
| SPDR GOLD TRUST GOLD | 35 | Q2 2024 | 0.5% |
| SCHWAB STRATEGIC TR | 34 | Q2 2024 | 8.6% |
| VANGUARD WHITEHALL FDS INC | 33 | Q2 2024 | 0.2% |
| JOHNSON & JOHNSON | 33 | Q1 2024 | 0.2% |
| ISHARES INC | 32 | Q2 2024 | 55.8% |
| VANGUARD INDEX FDS | 32 | Q2 2024 | 4.4% |
| MICROSOFT CORP COM | 32 | Q2 2024 | 0.5% |
| APPLE INC | 31 | Q2 2024 | 0.4% |
| PEPSICO INC | 31 | Q2 2024 | 0.4% |
View Orgel Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-07-13 |
View Orgel Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.