Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Orgel Wealth Management, Llc > Profile

Instuitional Investor - Orgel Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Orgel Wealth Management, Llc
Portfolio Value $3,830,920,588
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 7,410,127 $431,121,179 11.25%
2.
Ishares Tr - NATIONAL MUN ETF
 3,366,629 $358,714,320 9.36%
3.
Schwab Strategic Trust
 FNDF 11,062,243 $302,220,487 7.88%
4.
Spdr Series Trust
 3,309,979 $290,947,180 7.59%
5.
Ishares Trust
 IEF 455,150 $267,937,745 6.99%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)