All Stocks Held By Orgel Wealth Management LLC

As of 03/31/2024, we find all stocks held by Orgel Wealth Management LLC to be as follows, presented in the table below with each row detailing each Orgel Wealth Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Orgel Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Orgel Wealth Management LLC as of the latest filing.

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
DBX ETF TR (HDEF)	24,941	+25	$615
HDEF	24,941	+25	$615
ISHARES TR (IWB)	2,043	UNCH	$588
IWB	2,043	UNCH	$588
PROGRESSIVE CORP	2,455	-36	$508
PGR	2,455	-36	$508
ISHARES TR (IWO)	1,822	+12	$493
IWO	1,822	+12	$493
META PLATFORMS INC	1,000	-22	$486
META	1,000	-22	$486
FIRSTSERVICE CORP NEW	2,865	UNCH	$475
FSV	2,865	UNCH	$475
ISHARES TR (IJR)	4,004	-280	$443
IJR	4,004	-280	$443
AMAZON COM INC	2,440	-234	$440
AMZN	2,440	-234	$440
AMERICAN CENTY ETF TR (AVUV)	4,656	-40	$436
AVUV	4,656	-40	$436
ISHARES TR (IWD)	2,420	-57	$433
IWD	2,420	-57	$433
MASTERCARD INCORPORATED	801	-58	$386
MA	801	-58	$386
ISHARES TR (AGG)	3,597	-5,417	$352
AGG	3,597	-5,417	$352
CINTAS CORP	500	-24	$344
CTAS	500	-24	$344
PEPSICO INC	1,876	+31	$328
PEP	1,876	+31	$328
ISHARES TR (IWP)	2,837	-391	$324
IWP	2,837	-391	$324
SPDR INDEX SHS FDS (QEFA)	3,915	UNCH	$298
QEFA	3,915	UNCH	$298
ISHARES TR (IJH)	4,870	+3,743	$296
IJH	4,870	+3,743	$296
VANGUARD SPECIALIZED FUNDS (VIG)	1,562	+4	$285
VIG	1,562	+4	$285
ISHARES TR (IWM)	1,331	UNCH	$280
IWM	1,331	UNCH	$280
ILLINOIS TOOL WKS INC	1,000	-11	$268
ITW	1,000	-11	$268
CATERPILLAR INC	706	-79	$259
CAT	706	-79	$259
ISHARES TR (INTF)	8,691	-5,365	$259
INTF	8,691	-5,365	$259
DIMENSIONAL ETF TRUST (DFUV)	6,283	UNCH	$257
DFUV	6,283	UNCH	$257
ELEVANCE HEALTH INC	485	UNCH	$251
ELV	485	UNCH	$251
UNITEDHEALTH GROUP INC	490	-93	$242
UNH	490	-93	$242
ISHARES TR (IVW)	2,723	-354	$230
IVW	2,723	-354	$230
JOHNSON & JOHNSON	1,369	-553	$217
JNJ	1,369	-553	$217
JPMORGAN CHASE & CO	1,055	-564	$211
JPM	1,055	-564	$211
HOME DEPOT INC	545	-66	$209
HD	545	-66	$209
PROCTER AND GAMBLE CO	1,257	+1,257	$204
PG	1,257	+1,257	$204
BERKSHIRE HATHAWAY INC DEL	477	-101	$201
BRK.B	477	-101	$201
ISHARES TR			$0 (exited)
GVI	0	-16,993	$0
NVIDIA CORPORATION			$0 (exited)
NVDA	0	-512	$0
INVESCO EXCH TRADED FD TR II			$0 (exited)
PLW	0	-4,264,279	$0
ISHARES TR			$0 (exited)
SGOV	0	-369,499	$0
ISHARES TR			$0 (exited)
SUSB	0	-10,718	$0
XCEL ENERGY INC	0	-3,303	$0 (exited)
XEL	0	-3,303	$0

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

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
GOVI	+4,442,372	+$124,742
FQAL	+2,034,771	+$119,932
PG	+1,257	+$204

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
PLW	-4,264,279	-$122,939
SGOV	-369,499	-$37,050
GVI	-16,993	-$1,780
SUSB	-10,718	-$262
NVDA	-512	-$254
XEL	-3,303	-$204

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
SCHF	+984,594	+$43,309
SCHE	+532,740	+$13,871
VGSH	+385,608	+$20,721
JSML	+317,082	+$20,803
QUAL	+236,087	+$46,205
VOE	+185,410	+$33,234
IVV	+139,866	+$84,077
VTEB	+120,817	+$5,287
MMIN	+106,515	+$1,220
VYMI	+105,371	+$12,629

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
SUB	-1,073,230	-$113,156
BND	-664,114	-$52,727
SCHX	-78,306	+$4,215
SPYG	-76,942	+$17,846
IMCG	-76,777	-$2,846
MUB	-59,088	-$9,458
VIOO	-48,031	-$453
SCHA	-21,462	-$780
PFF	-16,179	+$1,390

Orgel Wealth Management LLC Info

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

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