Orgel Wealth Management, LLC
Q1 2025 13F Holdings
- Locationaltoona, WI
- Num holdings
81
- Value ($000)
$3,849,926
- Date Filed04/15/2025
- Form type13F-HR
- CIK0001658535
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $442.28M | 12 % | 7,535,912 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $357.53M | 9 % | 3,390,855 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $322.10M | 8 % | 11,520,110 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $321.94M | 8 % | 1,883,917 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $296.80M | 8 % | 3,692,948 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $273.87M | 7 % | 487,398 | ||
PIMCO ETF TR | MTG BKD SECS ACT | 72201R569 | $212.32M | 6 % | 4,325,944 | ||
VYMI VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $190.05M | 5 % | 2,578,996 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $170.52M | 4 % | 8,620,943 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $167.89M | 4 % | 2,285,794 |
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