HoldingsChannel.com
Orgel Wealth Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (MUB) 1,251,891 -22,716 $142,603
     MUB1,251,891-22,716$142,603
ISHARES INC (IEMG) 743,071 -3,438 $39,947
     IEMG743,071-3,438$39,947
ISHARES TR (GOVT) 1,245,812 +1,245,812 $32,316
     GOVT1,245,812+1,245,812$32,316
ISHARES TR (SUB) 276,340 +276,340 $29,508
     SUB276,340+276,340$29,508
ISHARES TR (IVV) 69,837 +20,929 $22,574
     IVV69,837+20,929$22,574
ISHARES TR (QUAL) 86,431 +27,498 $8,729
     QUAL86,431+27,498$8,729
ISHARES TR (VLUE) 96,167 +9,958 $8,629
     VLUE96,167+9,958$8,629
SCHWAB STRATEGIC TR 245,570 +143,765 $8,259
     SCHF245,570+143,765$8,259
ISHARES TR (ISTB) 162,453 +75,410 $8,188
     ISTB162,453+75,410$8,188
WISDOMTREE TR 158,349 +48,555 $6,952
     EZM158,349+48,555$6,952
VANGUARD WORLD FD (ESGV) 116,131 +1,917 $6,570
     ESGV116,131+1,917$6,570
SCHWAB STRATEGIC TR 84,671 -8,830 $6,504
     SCHX84,671-8,830$6,504
ISHARES TR (INTF) 186,349 +64,012 $5,041
     INTF186,349+64,012$5,041
VANGUARD INDEX FDS (VOT) 31,590 +9,919 $5,016
     VOT31,590+9,919$5,016
VANGUARD ADMIRAL FDS INC (VIOO) 32,541 +11,006 $4,951
     VIOO32,541+11,006$4,951
VANGUARD WORLD FD (VSGX) 79,849 +1,307 $4,269
     VSGX79,849+1,307$4,269
SCHWAB STRATEGIC TR 133,709 +44,141 $3,660
     SCHE133,709+44,141$3,660
VANGUARD INTL EQUITY INDEX F (VWO) 67,974 +45 $3,023
     VWO67,974+45$3,023
ISHARES TR (AGG) 26,869 +4,620 $3,019
     AGG26,869+4,620$3,019
SCHWAB STRATEGIC TR 18,821 +15,412 $1,447
     SCHB18,821+15,412$1,447
SPDR SERIES TRUST (FLRN) 36,815 -38 $1,131
     FLRN36,815-38$1,131
MICROSOFT CORP 6,499 +7 $1,025
     MSFT6,499+7$1,025
VANGUARD TAX MANAGED INTL FD (VEA) 22,545 +978 $993
     VEA22,545+978$993
VANGUARD INDEX FDS (VUG) 5,232 -396 $953
     VUG5,232-396$953
APPLE INC 2,525 -63 $741
     AAPL2,525-63$741
SPDR S&P MIDCAP 400 ETF TR (MDY) 1,623 UNCH $609
     MDY1,623UNCH$609
SPDR GOLD TRUST (GLD) 3,824 UNCH $546
     GLD3,824UNCH$546
VANGUARD INDEX FDS (VTI) 2,982 +739 $488
     VTI2,982+739$488
ISHARES TR (EFA) 6,642 -48 $461
     EFA6,642-48$461
VANGUARD INDEX FDS (VOO) 1,432 -31 $424
     VOO1,432-31$424
ISHARES TR (IJR) 4,458 UNCH $374
     IJR4,458UNCH$374
VANGUARD GROUP (VIG) 2,942 +245 $367
     VIG2,942+245$367
ISHARES TR (IWD) 2,575 -70 $351
     IWD2,575-70$351
ISHARES TR (IWF) 1,879 -120 $331
     IWF1,879-120$331
VANGUARD SCOTTSDALE FDS (VGSH) 5,329 +44 $324
     VGSH5,329+44$324
FIRSTSERVICE CORP NEW 3,290 UNCH $307
     FSV3,290UNCH$307
ISHARES TR (IWR) 4,927 +4,927 $294
     IWR4,927+4,927$294
ISHARES TR (IWM) 1,665 +170 $276
     IWM1,665+170$276
JPMORGAN CHASE & CO 1,907 UNCH $266
     JPM1,907UNCH$266
VANGUARD WHITEHALL FDS INC (VYM) 2,779 -154 $260
     VYM2,779-154$260
MASTERCARD INC 801 UNCH $239
     MA801UNCH$239
AMAZON COM INC 128 -4 $237
     AMZN128-4$237
PEPSICO INC 1,729 +70 $236
     PEP1,729+70$236
ROYAL BK CDA MONTREAL QUE 2,940 -760 $233
     RY2,940-760$233
ECOLAB INC 1,200 UNCH $232
     ECL1,200UNCH$232
SCHWAB STRATEGIC TR 4,291 UNCH $229
     SCHZ4,291UNCH$229
UNITEDHEALTH GROUP INC 752 +752 $221
     UNH752+752$221
JOHNSON & JOHNSON 1,444 -301 $211
     JNJ1,444-301$211
VANGUARD INDEX FDS (VO) 1,168 +1,168 $208
     VO1,168+1,168$208
FACEBOOK INC 1,000 +1,000 $205
     FB1,000+1,000$205

See Full List: All Stocks Held By Orgel Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Orgel Wealth Management LLC

Size ($ in 1000's)
At 12/31/2019: $364,079
At 09/30/2019: $266,265

Orgel Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Orgel Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Orgel Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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