$1.04 Billion is the total value of Orgel Wealth Management, LLC's 62 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JAMF | New | JAMF HLDG CORP | $427,000 | – | 11,229 | +100.0% | 0.04% | – |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $278,000 | – | 5,450 | +100.0% | 0.03% | – |
| NVDA | New | NVIDIA CORPORATION | $266,000 | – | 904 | +100.0% | 0.03% | – |
| HD | New | HOME DEPOT INC | $242,000 | – | 583 | +100.0% | 0.02% | – |
| ANTM | New | ANTHEM INC | $225,000 | – | 485 | +100.0% | 0.02% | – |
| CTAS | New | CINTAS CORP | $222,000 | – | 500 | +100.0% | 0.02% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $219,000 | – | 2,612 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR CORE S&P500 ETF | 32 | Q3 2023 | 11.4% |
| SPDR GOLD TRUST GOLD | 32 | Q3 2023 | 0.5% |
| SCHWAB STRATEGIC TR | 31 | Q3 2023 | 8.6% |
| JOHNSON & JOHNSON | 31 | Q3 2023 | 0.2% |
| VANGUARD WHITEHALL FDS INC | 30 | Q3 2023 | 0.2% |
| ISHARES INC | 29 | Q3 2023 | 55.8% |
| VANGUARD INDEX FDS | 29 | Q3 2023 | 4.4% |
| MICROSOFT CORP COM | 29 | Q3 2023 | 0.5% |
| APPLE INC | 28 | Q3 2023 | 0.4% |
| PEPSICO INC | 28 | Q3 2023 | 0.4% |
View Orgel Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-01-24 |
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.