HoldingsChannel.com
Orgel Wealth Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES TR (MUB) 1,274,501 -13,396 $145,421
     MUB1,274,501-13,396$145,421
ISHARES INC (IEMG) 746,509 -16,526 $36,594
     IEMG746,509-16,526$36,594
ISHARES TR (IVV) 48,457 +1,560 $14,465
     IVV48,457+1,560$14,465
ISHARES TR EDGE MSCI (VLUE) 85,640 +3,613 $7,026
     VLUE85,640+3,613$7,026
SCHWAB STRATEGIC TR 93,501 -13,502 $6,632
     SCHX93,501-13,502$6,632
VANGUARD WORLD FD (ESGV) 114,214 +114,214 $5,929
     ESGV114,214+114,214$5,929
ISHARES TR (QUAL) 58,591 +2,499 $5,414
     QUAL58,591+2,499$5,414
WISDOMTREE TR 109,049 +5,055 $4,301
     EZM109,049+5,055$4,301
ISHARES TR (ISTB) 82,340 +14,485 $4,157
     ISTB82,340+14,485$4,157
VANGUARD WORLD FD (VSGX) 78,542 +78,542 $3,871
     VSGX78,542+78,542$3,871
SCHWAB STRATEGIC TR 101,125 +4,413 $3,222
     SCHF101,125+4,413$3,222
VANGUARD INDEX FDS (VOT) 21,536 +876 $3,190
     VOT21,536+876$3,190
ISHARES TR (INTF) 121,501 +5,031 $3,098
     INTF121,501+5,031$3,098
VANGUARD ADMIRAL FDS INC (VIOO) 21,384 +768 $3,050
     VIOO21,384+768$3,050
VANGUARD INTL EQUITY INDEX F FTSE (VWO) 67,929 -600 $2,735
     VWO67,929-600$2,735
SCHWAB STRATEGIC TR 88,976 +3,563 $2,236
     SCHE88,976+3,563$2,236
ISHARES TR (AGG) 19,476 +40 $2,204
     AGG19,476+40$2,204
SPDR SERIES TRUST (FLRN) 33,038 UNCH $1,016
     FLRN33,038UNCH$1,016
VANGUARD INDEX FDS (VUG) 5,628 +921 $936
     VUG5,628+921$936
MICROSOFT CORP 6,492 UNCH $903
     MSFT6,492UNCH$903
VANGUARD TAX MANAGED INTL FD (VEA) 21,567 +461 $886
     VEA21,567+461$886
APPLE INC 2,588 +66 $580
     AAPL2,588+66$580
SPDR S&P MIDCAP 400 ETF TR (MDY) 1,623 +50 $572
     MDY1,623+50$572
SPDR GOLD TRUST GOLD (GLD) 3,824 UNCH $531
     GLD3,824UNCH$531
ISHARES TR (EFA) 6,690 +123 $436
     EFA6,690+123$436
VANGUARD INDEX FDS (VOO) 1,463 UNCH $399
     VOO1,463UNCH$399
FIDELITY NATL INFORMATION SV 2,918 +2,918 $387
     FIS2,918+2,918$387
ISHARES TR (IJR) 4,458 UNCH $347
     IJR4,458UNCH$347
ISHARES TR RUS 1000 VAL (IWD) 2,645 -43 $339
     IWD2,645-43$339
VANGUARD INDEX FDS (VTI) 2,243 +52 $339
     VTI2,243+52$339
FIRSTSERVICE CORP NEW 3,290 UNCH $338
     FSV3,290UNCH$338
VANGUARD GROUP DIV APP (VIG) 2,697 UNCH $323
     VIG2,697UNCH$323
ISHARES TR (IWF) 1,999 -3 $319
     IWF1,999-3$319
ROYAL BK CDA MONTREAL QUE 3,700 UNCH $300
     RY3,700UNCH$300
VANGUARD WHITEHALL FDS INC (VYM) 2,933 -352 $260
     VYM2,933-352$260
SCHWAB STRATEGIC TR 3,409 +3,409 $242
     SCHB3,409+3,409$242
ECOLAB INC 1,200 UNCH $238
     ECL1,200UNCH$238
SCHWAB STRATEGIC TR 4,291 +4,291 $231
     SCHZ4,291+4,291$231
AMAZON COM INC 132 +14 $229
     AMZN132+14$229
PEPSICO INC 1,659 +1,659 $227
     PEP1,659+1,659$227
ISHARES TR (IWM) 1,495 +45 $226
     IWM1,495+45$226
JOHNSON & JOHNSON 1,745 -57 $226
     JNJ1,745-57$226
JPMORGAN CHASE & CO 1,907 UNCH $224
     JPM1,907UNCH$224
MASTERCARD INC 801 UNCH $218
     MA801UNCH$218

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 09/30/2019: $264,918
At 06/30/2019: $255,499

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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