Orgel Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 17, 2024
Value $
$4B
Signature - Title
Troy J. Mertens - Chief Compliance Officer
Location
Altoona, WI
Summary
This page shows a list of all the recent 13F filings made by Orgel Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Orgel Wealth Management, LLC reported 81 stock holdings with total value $4B as of Q3 2024. Top holdings included VGSH, MUB, SCHD, BND, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 81 $4B +$257M -$165M +$91.7M VGSH, MUB, SCHD, BND, IVV 13F-HR 10/17/2024, 03:02 PM
Q2 2024 78 $3.7B +$106M -$47.7M +$58.6M VGSH, MUB, SCHD, BND, IVV 13F-HR 7/22/2024, 03:09 PM
Q1 2024 81 $3.65B +$400M -$234M +$166M MUB, VGSH, SCHD, BND, SPYG 13F-HR 4/15/2024, 02:47 PM
Q4 2023 84 $3.38B +$680M -$474M +$205M MUB, VGSH, BND, SCHD, VIOO 13F-HR 1/11/2024, 04:12 PM
Q3 2023 78 $2.96B +$196M -$165M +$31M VTEB, VGSH, BND, SCHD, SPYG 13F-HR 10/26/2023, 02:08 PM
Q2 2023 73 $3.03B +$523M -$324M +$199M VTEB, VGSH, BND, SCHD, SPYG 13F-HR 7/10/2023, 03:31 PM
Q1 2023 72 $2.8B +$320M -$81.2M +$239M VTEB, VGSH, BND, SCHD, VIOO 13F-HR 4/6/2023, 11:59 AM
Q4 2022 75 $2.6B +$553M -$76.1M +$477M VTEB, VGSH, SCHD, BND, VIOO 13F-HR 1/17/2023, 01:13 PM
Q3 2022 65 $2.03B +$950M -$596M +$354M VGSH, VTEB, SCHD, BND, VIOO 13F-HR 10/25/2022, 11:54 AM
Q2 2022 62 $1.77B +$719M -$263M +$456M BND, SCHD, VTEB, VB, PULS 13F-HR 7/13/2022, 08:46 AM
Q1 2022 65 $1.46B +$544M -$62.1M +$482M BND, SCHD, VIOO, PULS, VYMI 13F-HR 5/10/2022, 01:42 PM
Q4 2021 62 $1.04B +$171M -$51.2M +$120M SCHD, PULS, VYMI, VIOO, MUB 13F-HR 1/24/2022, 04:27 PM
Q3 2021 61 $880M +$175M -$74.8M +$101M SCHD, PULS, VYMI, MUB, IVV 13F-HR 10/26/2021, 04:19 PM
Q2 2021 58 $797M +$65M -$2.87M +$62.1M SCHD, VYMI, IEMG, MUB, PULS 13F-HR 7/23/2021, 05:22 PM
Q1 2021 56 $706M +$197M -$9.93M +$187M SCHD, VYMI, IEMG, MUB, PULS 13F-HR 4/28/2021, 02:43 PM
Q4 2020 49 $487M +$102M -$13.9M +$87.7M SCHD, MUB, PULS, SCHX, IVV 13F-HR 2/8/2021, 09:23 AM
Q3 2020 53 $358M +$107M -$25.3M +$81.4M SCHD, MUB, SCHX, IVV, ESGV 13F-HR 11/3/2020, 05:08 PM
Q2 2020 51 $265M +$54.6M -$67.7M -$13.1M MUB, SCHX, SCHD, IVV, ESGV 13F-HR 7/31/2020, 02:01 PM
Q1 2020 40 $252M +$56.1M -$148M -$91.8M MUB, IVV, SCHD, SCHF, QUAL 13F-HR 4/27/2020, 05:59 PM
Q4 2019 51 $364M +$92.3M -$4.1M +$88.2M MUB, IEMG, GOVT, SUB, IVV 13F-HR 1/27/2020, 03:55 PM
Q3 2019 46 $266M +$14.2M -$3.91M +$10.3M MUB, IEMG, IVV, VLUE, SCHX Restatement 12/6/2019, 12:24 PM
Q2 2019 41 $256M +$5.23M -$48.9M -$43.7M MUB, IEMG, IVV, SCHX, VLUE Restatement 1/28/2020, 02:31 PM
Q1 2019 38 $296M +$5.81M -$57.7M -$51.9M MUB, IEMG, IVV, SCHX, VLUE Restatement 1/28/2020, 02:35 PM
Q4 2018 38 $331M +$209M -$86M +$123M MUB, IEMG, MLPX, IVV, SCHX 13F-HR 1/14/2019, 04:23 PM
Q3 2018 38 $229M +$4.1M -$182M -$178M FLRN, MLPX, IEMG, IVV, SCHX 13F-HR 10/11/2018, 03:12 PM
Q2 2018 42 $405M +$13.5M -$7.06M +$6.47M FLRN, IEMG, MLPX, SCHX, IVV 13F-HR 7/16/2018, 10:46 AM
Q1 2018 40 $404M +$91.5M -$104M -$12.1M FLRN, IEMG, MLPX, SCHX, IVV 13F-HR 4/25/2018, 01:14 PM
Q4 2017 45 $413M +$122M -$634K +$121M FLRN, IEMG, PUTW, SCHX, IVV 13F-HR 2/8/2018, 06:59 PM
Q3 2017 31 $287M +$6.96M -$4.62M +$2.34M IEMG, PUTW, FLRN, SCHX, IVV 13F-HR 11/9/2017, 06:50 PM
Q2 2017 28 $274M +$98.3M -$56.8M +$41.5M IEMG, PUTW, FLRN, SCHX, IVV 13F-HR 8/10/2017, 05:15 PM
Q1 2017 27 $228M +$71.3M -$9.88M +$61.4M IEMG, FLRN, HYG, SCHX, IVV 13F-HR 4/24/2017, 12:13 PM
Q4 2016 21 $155M +$17.4M -$1.73M +$15.7M IEMG, HYG, SCHX, IWS, AGG 13F-HR 2/3/2017, 10:17 AM
Q3 2016 20 $145M +$13.3M -$108M -$94.6M IEMG, HYG, SCHX, GLD, HYB 13F-HR 11/14/2016, 10:57 AM
Q2 2016 19 $231M +$68M -$3.53M +$64.5M IEMG, HYG, RYE, HEZU, HEDJ 13F-HR 8/15/2016, 04:41 PM
Q1 2016 20 $159M +$55.9M -$8.76M +$47.1M HYG, RYE, HEZU, HEDJ, SCHX 13F-HR 5/6/2016, 10:48 AM
Q4 2015 23 $114M $0 $0 HEZU, RYE, HEDJ, VOO, EMB 13F-HR 3/30/2016, 10:24 AM