Orgel Wealth Management, LLC Portfolio Holdings
Q3 2025•87 long positions•$4.2B portfolio value
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Holding89 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $584.6M 14.05% | +$9.9M Bought | — 3.0M shares | 3.0M → 3.0M +$9.9M | +1.73% | — — | Q1 2017 Held for 8y 8m | |
ETF ETF | $442.9M 10.64% | +$13.2M Bought | — 7.5M shares | 7.3M → 7.5M +$13.2M | +3.08% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $400.1M 9.62% | -$7.0M Sold | — 3.8M shares | 3.9M → 3.8M −$7.0M | -1.73% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $366.4M 8.81% | +$9.1M Bought | — 547.4K shares | 533.8K → 547.4K +$9.1M | +2.55% | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $273.6M 6.58% | +$2.6M Bought | — 2.6M shares | 2.5M → 2.6M +$2.6M | +0.94% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $214.2M 5.15% | +$321.4K Bought | — 2.5M shares | 2.5M → 2.5M +$321.4K | +0.15% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $204.0M 4.9% | +$4.5M Bought | — 8.8M shares | 8.6M → 8.8M +$4.5M | +2.25% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $170.3M 4.09% | +$1.1M Bought | — 664.1K shares | 659.8K → 664.1K +$1.1M | +0.65% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $160.2M 3.85% | +$13.7M Bought | — 3.2M shares | 2.9M → 3.2M +$13.7M | +9.32% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $148.3M 3.56% | +$4.7M Bought | — 6.1M shares | 5.9M → 6.1M +$4.7M | +3.28% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $143.1M 3.44% | +$4.2M Bought | — 819.8K shares | 795.5K → 819.8K +$4.2M | +3.05% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $136.5M 3.28% | +$1.2M Bought | — 7.0M shares | 7.0M → 7.0M +$1.2M | +0.92% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $123.6M 2.97% | -$902.7K Sold | — 4.7M shares | 4.7M → 4.7M −$902.7K | -0.73% | — — | Q1 2016 Held for 9y 8m | |
ETF ETF | $111.9M 2.69% | -$33.0M Sold | — 1.0M shares | 1.3M → 1.0M −$33.0M | -22.75% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $110.9M 2.67% | +$1.9M Bought | — 1.5M shares | 1.5M → 1.5M +$1.9M | +1.73% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $79.2M 1.9% | +$3.6M Bought | — 1.4M shares | 1.3M → 1.4M +$3.6M | +4.74% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $69.7M 1.67% | -$1.4M Sold | — 932.3K shares | 951.0K → 932.3K −$1.4M | -1.97% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $65.7M 1.58% | +$613.1K Bought | — 2.0M shares | 2.0M → 2.0M +$613.1K | +0.94% | — — | Q4 2017 Held for 7y 11m | |
Unknown Unknown | $64.5M 1.55% | -$486.8K Sold | — 219.5K shares | 221.1K → 219.5K −$486.8K | -0.75% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $63.3M 1.52% | -$427.2K Sold | — 725.5K shares | 730.4K → 725.5K −$427.2K | -0.67% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $31.2M 0.75% | -$284.1K Sold | — 425.9K shares | 429.8K → 425.9K −$284.1K | -0.9% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $28.9M 0.696% | +$17.5K Bought | — 360.2K shares | 360.0K → 360.2K +$17.5K | +0.06% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $24.0M 0.577% | -$470.6K Sold | — 290.2K shares | 295.9K → 290.2K −$470.6K | -1.92% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $22.0M 0.529% | -$574.8K Sold | — 334.2K shares | 342.9K → 334.2K −$574.8K | -2.54% | — — | Q2 2016 Held for 9y 5m | |
ETF ETF | $15.1M 0.364% | -$9.0K Sold | — 127.9K shares | 128.0K → 127.9K −$9.0K | -0.06% | — — | Q3 2019 Held for 6y 2m | |
ETF ETF | $10.8M 0.26% | -$21.0K Sold | — 395.7K shares | 396.5K → 395.7K −$21.0K | -0.19% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $9.6M 0.23% | +$747.4 Bought | — 204.5K shares | 204.5K → 204.5K +$747.4 | +0.01% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $9.3M 0.225% | -$3.1M Sold | — 36.7K shares | 49.0K → 36.7K −$3.1M | -25.02% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $6.1M 0.146% | +$571.9K Bought | — 189.8K shares | 171.9K → 189.8K +$571.9K | +10.42% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $5.7M 0.137% | -$1.2M Sold | — 203.6K shares | 246.3K → 203.6K −$1.2M | -17.33% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $5.7M 0.136% | -$58.0K Sold | — 81.7K shares | 82.6K → 81.7K −$58.0K | -1.01% | — — | Q3 2019 Held for 6y 2m | |
ETF ETF | $5.4M 0.13% | +$9.1K Bought | — 58.0K shares | 57.9K → 58.0K +$9.1K | +0.17% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.9M 0.118% | +$213.7K Bought | — 283.1K shares | 270.8K → 283.1K +$213.7K | +4.54% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $4.2M 0.101% | -$234.5K Sold | — 6.3K shares | 6.7K → 6.3K −$234.5K | -5.29% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $3.7M 0.089% | +$69.2K Bought | — 6.0K shares | 5.9K → 6.0K +$69.2K | +1.91% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $3.2M 0.077% | — | — 34.4K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.1M 0.076% | -$165.9K Sold | — 42.1K shares | 44.3K → 42.1K −$165.9K | -5.01% | — — | Q2 2023 Held for 2y 5m | |
Software - Infrastructure Technology | $2.5M 0.061% | -$3.1K Sold | 0.0% 4.9K shares | 4.9K → 4.9K −$3.1K | -0.12% | $3.85T Mega Cap | Q3 2016 Held for 9y 2m | |
ETF ETF | $2.0M 0.048% | +$128.6K Bought | — 6.0K shares | 5.7K → 6.0K +$128.6K | +6.93% | — — | Q1 2019 Held for 6y 8m | |
Consumer Electronics Technology | $1.8M 0.044% | — | 0.0% 7.2K shares | — | — | $3.78T Mega Cap | Q1 2017 Held for 8y 8m | |
ETF ETF | $1.6M 0.039% | +$21.9K Bought | — 14.0K shares | 13.8K → 14.0K +$21.9K | +1.36% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $1.6M 0.038% | -$38.0K Sold | — 6.6K shares | 6.7K → 6.6K −$38.0K | -2.34% | — — | Q1 2018 Held for 7y 8m | |
ETF ETF | $1.5M 0.036% | -$24.8K Sold | — 15.5K shares | 15.8K → 15.5K −$24.8K | -1.63% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 0.032% | — | — 19.9K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.3M 0.031% | -$221.1K Sold | — 2.7K shares | 3.2K → 2.7K −$221.1K | -14.75% | — — | Q4 2017 Held for 7y 11m | |
Unknown Unknown | $1.2M 0.029% | +$27.4K Bought | — 3.3K shares | 3.3K → 3.3K +$27.4K | +2.36% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.1M 0.027% | -$2.4K Sold | — 2.3K shares | 2.3K → 2.3K −$2.4K | -0.22% | — — | Q3 2017 Held for 8y 2m | |
ETF ETF | $1.1M 0.026% | — | — 2.9K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.0M 0.025% | — | — 7.1K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $974.5K 0.023% | +$596.0 Bought | — 1.6K shares | 1.6K → 1.6K +$596.0 | +0.06% | — — | Q3 2017 Held for 8y 2m |
