Orgel Wealth Management, LLC Q4 2024 Filing
Filed January 15, 2025
Portfolio Value
$3.8B
Holdings
86
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (86 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VGSHVANGUARD SCOTTSDALE FDS | 7,410,127 | $431.1T | 11253724.41% | |
| 2 | MUBISHARES TR | 3,366,629 | $358.7T | 9363659.90% | |
| 3 | SCHDSCHWAB STRATEGIC TR | 11,062,243 | $302.2T | 7888979.33% | |
| 4 | SPYGSPDR SER TR | 3,309,979 | $290.9T | 7594707.80% | |
| 5 | IVVISHARES TR | 455,150 | $267.9T | 6994083.54% | |
| 6 | BNDVANGUARD BD INDEX FDS | 3,249,533 | $233.7T | 6099680.60% | |
| 7 | QUALISHARES TR | 1,282,828 | $228.4T | 5963215.73% | |
| 8 | VYMIVANGUARD WHITEHALL FDS | 2,589,224 | $175.8T | 4587841.35% | |
| 9 | VIOOVANGUARD ADMIRAL FDS INC | 1,629,934 | $172.8T | 4511661.95% | |
| 10 | SCHFSCHWAB STRATEGIC TR | 8,371,941 | $154.9T | 4042916.95% | |
| 11 | MMINNEW YORK LIFE INVTS ACTIVE E | 6,128,814 | $146.1T | 3813990.82% | |
| 12 | PMBSPIMCO ETF TR | 2,852,407 | $136.5T | 3563535.65% | |
| 13 | VTEBVANGUARD MUN BD FDS | 2,550,303 | $127.8T | 3337232.05% | |
| 14 | VOEVANGUARD INDEX FDS | 695,908 | $112.6T | 2938642.55% | |
| 15 | SCHXSCHWAB STRATEGIC TR | 4,630,059 | $107.3T | 2801540.31% | |
| 16 | JSMLJANUS DETROIT STR TR | 1,277,751 | $83.8T | 2186331.48% | |
| 17 | FLQMFRANKLIN TEMPLETON ETF TR | 1,537,350 | $83.5T | 2179463.55% | |
| 18 | FQALFIDELITY COVINGTON TRUST | 964,773 | $63.1T | 1647779.07% | |
| 19 | VOTVANGUARD INDEX FDS | 214,623 | $54.5T | 1421605.96% | |
| 20 | AQLTISHARES TR | 735,501 | $51.7T | 1349310.64% | |
| 21 | SCHESCHWAB STRATEGIC TR | 1,789,869 | $47.7T | 1244197.37% | |
| 22 | IMCVISHARES TR | 343,362 | $25.5T | 665585.89% | |
| 23 | SPHQINVESCO EXCHANGE TRADED FD T | 374,546 | $25.1T | 655346.99% | |
| 24 | IMCGISHARES TR | 312,272 | $23.6T | 615672.08% | |
| 25 | ESGVVANGUARD WORLD FD | 204,775 | $21.5T | 560670.80% | |
| 26 | IEMGISHARES INC | 336,216 | $17.6T | 458302.44% | |
| 27 | VBVANGUARD INDEX FDS | 44,380 | $10.7T | 278356.82% | |
| 28 | IUSBISHARES TR | 223,365 | $10.1T | 263542.39% | |
| 29 | ESGDISHARES TR | 113,790 | $8.7T | 226159.02% | |
| 30 | SCHASCHWAB STRATEGIC TR | 225,271 | $5.8T | 152065.54% | |
| 31 | VSGXVANGUARD WORLD FD | 87,747 | $5.0T | 129871.02% | |
| 32 | SPYSPDR S&P 500 ETF TR | 6,231 | $3.7T | 95326.06% | |
| 33 | VOOVANGUARD INDEX FDS | 4,984 | $2.7T | 70098.83% | |
| 34 | SCHGSCHWAB STRATEGIC TR | 94,690 | $2.6T | 68887.13% | |
| 35 | EFAISHARES TR | 32,473 | $2.5T | 64091.24% | |
| 36 | MSFTMICROSOFT CORP | 5,117 | $2.2T | 56300.21% | |
| 37 | AAPLAPPLE INC | 7,938 | $2.0T | 51889.21% | |
| 38 | VYMVANGUARD WHITEHALL FDS | 15,505 | $2.0T | 51639.89% | |
| 39 | SHYMBLACKROCK ETF TRUST II | 76,313 | $1.7T | 45139.37% | |
| 40 | VTIVANGUARD INDEX FDS | 5,780 | $1.7T | 43725.84% | |
| 41 | IWMISHARES TR | 6,550 | $1.4T | 37779.12% | |
| 42 | AGGISHARES TR | 13,533 | $1.3T | 34230.63% | |
| 43 | SUSLISHARES TR | 11,570 | $1.2T | 31119.76% | |
| 44 | EMXCISHARES INC | 19,761 | $1.1T | 28602.74% | |
| 45 | IWFISHARES TR | 2,577 | $1.0T | 27013.67% | |
| 46 | VWOVANGUARD INTL EQUITY INDEX F | 21,585 | $950.6B | 24813.99% | |
| 47 | MDYSPDR S&P MIDCAP 400 ETF TR | 1,637 | $932.4B | 24338.88% | |
| 48 | GVIISHARES TR | 8,880 | $925.6B | 24160.33% | |
| 49 | ITOTISHARES TR | 7,065 | $908.7B | 23720.18% | |
| 50 | VUGVANGUARD INDEX FDS | 2,058 | $844.7B | 22049.17% | |
| 51 | HDEFDBX ETF TR | 33,322 | $809.4B | 21127.88% | |
| 52 | GQ9SPDR GOLD TR | 3,264 | $790.3B | 20629.04% | |
| 53 | IWRISHARES TR | 8,421 | $744.4B | 19431.81% | |
| 54 | IWBISHARES TR | 2,043 | $658.2B | 17180.55% | |
| 55 | METAMETA PLATFORMS INC | 1,015 | $594.3B | 15513.06% | |
| 56 | PGRPROGRESSIVE CORP | 2,455 | $588.2B | 15355.14% | |
| 57 | AMZNAMAZON COM INC | 2,581 | $566.2B | 14780.94% | |
| 58 | SUBISHARES TR | 5,005 | $527.9B | 13780.71% | |
| 59 | FSVFIRSTSERVICE CORP NEW | 2,865 | $518.6B | 13537.82% | |
| 60 | IJRISHARES TR | 4,282 | $493.4B | 12878.71% | |
| 61 | BNDXVANGUARD CHARLOTTE FDS | 9,243 | $453.4B | 11834.49% | |
| 62 | IWDISHARES TR | 2,440 | $451.7B | 11791.37% | |
| 63 | VTVVANGUARD INDEX FDS | 2,615 | $442.7B | 11556.49% | |
| 64 | VXUSVANGUARD STAR FDS | 7,227 | $425.9B | 11116.96% | |
| 65 | MAMASTERCARD INCORPORATED | 808 | $425.5B | 11106.18% | |
| 66 | IWOISHARES TR | 1,448 | $416.8B | 10878.95% | |
| 67 | VEUVANGUARD INTL EQUITY INDEX F | 7,180 | $412.2B | 10759.92% | |
| 68 | VIGVANGUARD SPECIALIZED FUNDS | 2,021 | $395.8B | 10331.02% | |
| 69 | VXFVANGUARD INDEX FDS | 2,044 | $388.3B | 10136.47% | |
| 70 | AVUVAMERICAN CENTY ETF TR | 3,942 | $380.5B | 9932.91% | |
| 71 | CITCINTAS CORP | 2,000 | $365.4B | 9538.18% | |
| 72 | GOVIINVESCO EXCH TRADED FD TR II | 13,089 | $353.8B | 9235.28% | |
| 73 | IWPISHARES TR | 2,742 | $347.5B | 9072.21% | |
| 74 | QEFASPDR INDEX SHS FDS | 4,310 | $312.5B | 8157.81% | |
| 75 | PEPPEPSICO INC | 1,800 | $273.7B | 7144.71% | |
| 76 | JPMJPMORGAN CHASE & CO. | 1,137 | $272.6B | 7114.51% | |
| 77 | DFUVDIMENSIONAL ETF TRUST | 6,283 | $257.1B | 6711.21% | |
| 78 | CATCATERPILLAR INC | 706 | $256.1B | 6685.31% | |
| 79 | ITWILLINOIS TOOL WKS INC | 1,000 | $253.6B | 6618.78% | |
| 80 | UNHUNITEDHEALTH GROUP INC | 501 | $253.4B | 6615.54% | |
| 81 | INTFISHARES TR | 8,691 | $249.6B | 6515.62% | |
| 82 | SPYMSPDR SER TR | 3,338 | $230.1B | 6006.96% | |
| 83 | PGPROCTER AND GAMBLE CO | 1,297 | $217.4B | 5676.00% | |
| 84 | BRK/BBERKSHIRE HATHAWAY INC DEL | 477 | $216.2B | 5643.94% | |
| 85 | HDHOME DEPOT INC | 545 | $212.0B | 5533.92% | |
| 86 | NDQINVESCO QQQ TR | 411 | $210.1B | 5484.74% |