Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHARES TR (MUB) | 3,768,347 | -59,088 | $405,474 |
MUB | 3,768,347 | -59,088 | $405,474 |
VANGUARD SCOTTSDALE FDS (VGSH) | 6,813,505 | +385,608 | $395,660 |
VGSH | 6,813,505 | +385,608 | $395,660 |
SCHWAB STRATEGIC TR | 4,152,801 | +38,020 | $334,840 |
SCHD | 4,152,801 | +38,020 | $334,840 |
VANGUARD BD INDEX FDS (BND) | 4,218,247 | -664,114 | $306,371 |
BND | 4,218,247 | -664,114 | $306,371 |
SPDR SER TR (SPYG) | 2,824,671 | -76,942 | $206,625 |
SPYG | 2,824,671 | -76,942 | $206,625 |
VANGUARD ADMIRAL FDS INC (VIOO) | 1,866,451 | -48,031 | $189,445 |
VIOO | 1,866,451 | -48,031 | $189,445 |
ISHARES TR (IVV) | 359,105 | +139,866 | $188,792 |
IVV | 359,105 | +139,866 | $188,792 |
VANGUARD WHITEHALL FDS (VYMI) | 2,434,088 | +105,371 | $167,465 |
VYMI | 2,434,088 | +105,371 | $167,465 |
SCHWAB STRATEGIC TR | 3,358,772 | +984,594 | $131,059 |
SCHF | 3,358,772 | +984,594 | $131,059 |
INDEXIQ ACTIVE ETF TR (MMIN) | 5,368,834 | +106,515 | $130,463 |
MMIN | 5,368,834 | +106,515 | $130,463 |
INVESCO EXCH TRADED FD TR II (GOVI) | 4,442,372 | +4,442,372 | $124,742 |
GOVI | 4,442,372 | +4,442,372 | $124,742 |
FIDELITY COVINGTON TRUST | 2,034,771 | +2,034,771 | $119,932 |
FQAL | 2,034,771 | +2,034,771 | $119,932 |
ISHARES TR (QUAL) | 666,298 | +236,087 | $109,506 |
QUAL | 666,298 | +236,087 | $109,506 |
VANGUARD MUN BD FDS (VTEB) | 1,956,969 | +120,817 | $99,023 |
VTEB | 1,956,969 | +120,817 | $99,023 |
VANGUARD INDEX FDS (VOT) | 417,375 | +64,401 | $98,413 |
VOT | 417,375 | +64,401 | $98,413 |
SCHWAB STRATEGIC TR | 1,524,888 | -78,306 | $94,635 |
SCHX | 1,524,888 | -78,306 | $94,635 |
VANGUARD INDEX FDS (VOE) | 582,341 | +185,410 | $90,793 |
VOE | 582,341 | +185,410 | $90,793 |
JANUS DETROIT STR TR | 1,415,752 | +317,082 | $85,625 |
JSML | 1,415,752 | +317,082 | $85,625 |
ISHARES TR (PFF) | 1,821,736 | -16,179 | $58,715 |
PFF | 1,821,736 | -16,179 | $58,715 |
ISHARES TR (IEFA) | 711,381 | +10,303 | $52,799 |
IEFA | 711,381 | +10,303 | $52,799 |
GLOBAL X FDS | 1,854,415 | +96,209 | $37,385 |
PFFD | 1,854,415 | +96,209 | $37,385 |
SCHWAB STRATEGIC TR | 1,443,872 | +532,740 | $36,458 |
SCHE | 1,443,872 | +532,740 | $36,458 |
ISHARES TR (IMCV) | 352,360 | -6,001 | $25,564 |
IMCV | 352,360 | -6,001 | $25,564 |
ISHARES TR (IMCG) | 337,466 | -76,777 | $23,852 |
IMCG | 337,466 | -76,777 | $23,852 |
INVESCO EXCHANGE TRADED FD T (SPHQ) | 378,205 | +38,933 | $22,851 |
SPHQ | 378,205 | +38,933 | $22,851 |
VANGUARD WORLD FD (ESGV) | 234,701 | -5,440 | $21,872 |
ESGV | 234,701 | -5,440 | $21,872 |
ISHARES INC (IEMG) | 338,210 | +3,060 | $17,452 |
IEMG | 338,210 | +3,060 | $17,452 |
VANGUARD INDEX FDS (VB) | 49,961 | -5,933 | $11,421 |
VB | 49,961 | -5,933 | $11,421 |
ISHARES TR (IUSB) | 226,679 | -5,484 | $10,334 |
IUSB | 226,679 | -5,484 | $10,334 |
ISHARES TR (ESGD) | 74,081 | +1,772 | $5,920 |
ESGD | 74,081 | +1,772 | $5,920 |
SCHWAB STRATEGIC TR | 117,101 | -21,462 | $5,766 |
SCHA | 117,101 | -21,462 | $5,766 |
VANGUARD WORLD FD (VSGX) | 88,069 | -2,203 | $5,061 |
VSGX | 88,069 | -2,203 | $5,061 |
MICROSOFT CORP | 5,418 | -1,286 | $2,279 |
MSFT | 5,418 | -1,286 | $2,279 |
NUSHARES ETF TR (NUEM) | 72,293 | +8,135 | $1,988 |
NUEM | 72,293 | +8,135 | $1,988 |
SCHWAB STRATEGIC TR | 19,062 | +4 | $1,767 |
SCHG | 19,062 | +4 | $1,767 |
VANGUARD WHITEHALL FDS (VYM) | 14,198 | +28 | $1,718 |
VYM | 14,198 | +28 | $1,718 |
VANGUARD INDEX FDS (VOO) | 3,035 | +399 | $1,459 |
VOO | 3,035 | +399 | $1,459 |
APPLE INC | 8,136 | -1,741 | $1,395 |
AAPL | 8,136 | -1,741 | $1,395 |
SPDR S&P 500 ETF TR (SPY) | 2,464 | -170 | $1,289 |
SPY | 2,464 | -170 | $1,289 |
ISHARES INC (ESGE) | 36,083 | +1,521 | $1,163 |
ESGE | 36,083 | +1,521 | $1,163 |
ISHARES INC (EMXC) | 19,539 | +42 | $1,125 |
EMXC | 19,539 | +42 | $1,125 |
ISHARES TR (SUSL) | 11,721 | -6 | $1,100 |
SUSL | 11,721 | -6 | $1,100 |
ISHARES TR (ITOT) | 9,513 | UNCH | $1,097 |
ITOT | 9,513 | UNCH | $1,097 |
ISHARES TR (SUB) | 8,923 | -1,073,230 | $935 |
SUB | 8,923 | -1,073,230 | $935 |
ISHARES TR (IWF) | 2,490 | +300 | $839 |
IWF | 2,490 | +300 | $839 |
VANGUARD INDEX FDS (VTI) | 3,207 | +606 | $834 |
VTI | 3,207 | +606 | $834 |
VANGUARD INTL EQUITY INDEX F (VWO) | 16,087 | -574 | $672 |
VWO | 16,087 | -574 | $672 |
SPDR GOLD TR (GLD) | 3,264 | UNCH | $671 |
GLD | 3,264 | UNCH | $671 |
SPDR S&P MIDCAP 400 ETF TR (MDY) | 1,205 | -46 | $670 |
MDY | 1,205 | -46 | $670 |
VANGUARD INDEX FDS (VUG) | 1,938 | -62 | $667 |
VUG | 1,938 | -62 | $667 |
See Full List: All Stocks Held By Orgel Wealth Management LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Orgel Wealth Management LLC
Size ($ in 1000's)
At 03/31/2024: $3,646,599 At 12/31/2023: $3,381,539 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 |