Orgel Wealth Management, LLC - Q1 2022 holdings

$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 100.0% .

 Value Shares↓ Weighting
SCHZ ExitSCHWAB STRATEGIC TRus aggregate b$0-4,291
-100.0%
-0.02%
HD ExitHOME DEPOT INC$0-583
-100.0%
-0.02%
NVDA ExitNVIDIA CORPORATION$0-904
-100.0%
-0.03%
JAMF ExitJAMF HLDG CORP$0-11,229
-100.0%
-0.04%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-05-10
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR CORE S&P500 ETF32Q3 202311.4%
SPDR GOLD TRUST GOLD32Q3 20230.5%
SCHWAB STRATEGIC TR31Q3 20238.6%
JOHNSON & JOHNSON31Q3 20230.2%
VANGUARD WHITEHALL FDS INC30Q3 20230.2%
ISHARES INC29Q3 202355.8%
VANGUARD INDEX FDS29Q3 20234.4%
MICROSOFT CORP COM29Q3 20230.5%
APPLE INC28Q3 20230.4%
PEPSICO INC28Q3 20230.4%

View Orgel Wealth Management, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-15
13F-HR2024-01-11
13F-HR2023-10-26
13F-HR2023-07-10
13F-HR2023-04-06
13F-HR2023-01-17
13F-HR2022-10-25
13F-HR2022-07-13
13F-HR2022-05-10
13F-HR2022-01-24

View Orgel Wealth Management, LLC's complete filings history.

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