HoldingsChannel.com
Orgel Wealth Management LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES TR (MUB) 1,287,897 -22,388 $145,648
     MUB1,287,897-22,388$145,648
ISHARES INC (IEMG) 763,035 -829,854 $39,251
     IEMG763,035-829,854$39,251
ISHARES TR (IVV) 46,897 +1,678 $13,823
     IVV46,897+1,678$13,823
SCHWAB STRATEGIC TR 107,003 +2,007 $7,511
     SCHX107,003+2,007$7,511
ISHARES TR (VLUE) 82,027 +4,084 $6,660
     VLUE82,027+4,084$6,660
ISHARES TR (QUAL) 56,092 +2,318 $5,131
     QUAL56,092+2,318$5,131
WISDOMTREE TR 103,994 +5,361 $4,160
     EZM103,994+5,361$4,160
ISHARES TR (ISTB) 67,855 +20,402 $3,422
     ISTB67,855+20,402$3,422
SCHWAB STRATEGIC TR 96,712 +4,686 $3,103
     SCHF96,712+4,686$3,103
VANGUARD INDEX FDS (VOT) 20,660 +794 $3,085
     VOT20,660+794$3,085
ISHARES TR (INTF) 116,470 +6,722 $3,059
     INTF116,470+6,722$3,059
VANGUARD ADMIRAL FDS INC (VIOO) 20,616 +1,260 $2,946
     VIOO20,616+1,260$2,946
VANGUARD INTL EQUITY INDEX F FTSE (VWO) 68,529 -7 $2,915
     VWO68,529-7$2,915
SCHWAB STRATEGIC TR 85,413 +4,566 $2,241
     SCHE85,413+4,566$2,241
ISHARES TR (AGG) 19,436 +3,626 $2,164
     AGG19,436+3,626$2,164
SPDR SERIES TRUST (FLRN) 33,038 -10,419 $1,015
     FLRN33,038-10,419$1,015
VANGUARD TAX MANAGED INTL FD (VEA) 21,106 +1,271 $880
     VEA21,106+1,271$880
MICROSOFT CORP 6,492 +74 $870
     MSFT6,492+74$870
VANGUARD INDEX FDS (VUG) 4,707 -532 $769
     VUG4,707-532$769
SPDR S&P MIDCAP 400 ETF TR (MDY) 1,573 -311 $558
     MDY1,573-311$558
SPDR GOLD TRUST (GLD) 3,824 -34 $509
     GLD3,824-34$509
APPLE INC 2,522 +40 $499
     AAPL2,522+40$499
ISHARES TR (EFA) 6,567 UNCH $432
     EFA6,567UNCH$432
VANGUARD INDEX FDS (VOO) 1,463 UNCH $394
     VOO1,463UNCH$394
ISHARES TR (IJR) 4,458 -577 $349
     IJR4,458-577$349
ISHARES TR (IWD) 2,688 +80 $342
     IWD2,688+80$342
VANGUARD INDEX FDS (VTI) 2,191 +395 $329
     VTI2,191+395$329
FIRSTSERVICE CORP NEW 3,290 UNCH $317
     FSV3,290UNCH$317
ISHARES TR (IWF) 2,002 +7 $315
     IWF2,002+7$315
VANGUARD GROUP (VIG) 2,697 +96 $311
     VIG2,697+96$311
ROYAL BK CDA MONTREAL QUE 3,700 UNCH $294
     RY3,700UNCH$294
VANGUARD WHITEHALL FDS INC (VYM) 3,285 +202 $287
     VYM3,285+202$287
JOHNSON & JOHNSON 1,802 -200 $251
     JNJ1,802-200$251
ECOLAB INC 1,200 UNCH $237
     ECL1,200UNCH$237
ISHARES TR (IWM) 1,450 -136 $225
     IWM1,450-136$225
EXACT SCIENCES CORP 1,900 +1,900 $224
     EXAS1,900+1,900$224
AMAZON COM INC 118 UNCH $223
     AMZN118UNCH$223
JPMORGAN CHASE & CO 1,907 +1,907 $213
     JPM1,907+1,907$213
MASTERCARD INC 801 +801 $212
     MA801+801$212
PROGRESSIVE CORP OHIO 2,558 +2,558 $204
     PGR2,558+2,558$204

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 06/30/2019: $255,499
At 03/31/2019: $343,215

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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