$1.46 Billion is the total value of Orgel Wealth Management, LLC's 65 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $310,512,000 | – | 3,903,843 | +100.0% | 21.32% | – |
| ABBV | New | ABBVIE INC | $818,000 | – | 5,048 | +100.0% | 0.06% | – |
| XOM | New | EXXON MOBIL CORP | $559,000 | – | 6,773 | +100.0% | 0.04% | – |
| CVX | New | CHEVRON CORP NEW | $532,000 | – | 3,265 | +100.0% | 0.04% | – |
| JQUA | New | J P MORGAN EXCHANGE-TRADED Fus qualty fctr | $486,000 | – | 11,345 | +100.0% | 0.03% | – |
| DWMF | New | WISDOMTREE TRintk mltifactr | $309,000 | – | 12,297 | +100.0% | 0.02% | – |
| URI | New | UNITED RENTALS INC | $213,000 | – | 600 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-10
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.