Orgel Wealth Management, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationaltoona, WI
- CIK0001658535
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
81 | $3.85 B | VGSH, MUB, SCHD, QUAL | 13F-HR | Apr 15, 2025 | 000165853525000004 | ||
86 | $3.83 B | VGSH, MUB, SCHD, KRE | 13F-HR | Jan 15, 2025 | 000165853525000001 | ||
81 | $4.00 B | VGSH, MUB, SCHD, BND | 13F-HR | Oct 17, 2024 | 000165853524000008 | ||
78 | $3.70 B | VGSH, MUB, SCHD, BND | 13F-HR | Jul 22, 2024 | 000165853524000004 | ||
81 | $3.65 B | MUB, VGSH, SCHD, BND | 13F-HR | Apr 15, 2024 | 000165853524000003 | ||
84 | $3.38 B | MUB, VGSH, BND, SCHD | 13F-HR | Jan 11, 2024 | 000165853524000001 | ||
78 | $2.96 B | VANGUARD MUN BD FDS, VGSH, BND, SCHD | 13F-HR | Oct 26, 2023 | 000165853523000006 | ||
73 | $3.03 B | VANGUARD MUN BD FDS, VGSH, BND, SCHD | 13F-HR | Jul 10, 2023 | 000165853523000004 | ||
72 | $2.80 B | VANGUARD MUN BD FDS, VGSH, BND, SCHD | 13F-HR | Apr 6, 2023 | 000165853523000003 | ||
75 | $2.60 B | VANGUARD MUN BD FDS, VGSH, SCHD, BND | 13F-HR | Jan 17, 2023 | 000165853523000001 | ||
65 | $2.03 B | VGSH, VANGUARD MUN BD FDS, SCHD, BND | 13F-HR | Oct 25, 2022 | 000165853522000006 | ||
62 | $1.77 B | BND, SCHD, VANGUARD MUN BD FDS, VB | 13F-HR | Jul 13, 2022 | 000165853522000005 | ||
65 | $1.46 B | BND, SCHD, VIOO, PULS | 13F-HR | May 10, 2022 | 000165853522000004 | ||
62 | $1.04 B | SCHD, PULS, VYMI, VIOO | 13F-HR | Jan 24, 2022 | 000165853522000001 | ||
61 | $879.96 M | SCHD, PULS, VYMI, MUB | 13F-HR | Oct 26, 2021 | 000165853521000005 | ||
58 | $797.15 M | SCHD, VYMI, IEMG, MUB | 13F-HR | Jul 23, 2021 | 000165853521000004 | ||
56 | $706.33 M | SCHD, VYMI, IEMG, MUB | 13F-HR | Apr 28, 2021 | 000165853521000003 | ||
49 | $487.43 M | SCHD, MUB, PULS, SCHX | 13F-HR | Feb 8, 2021 | 000165853521000001 | ||
53 | $358.47 M | SCHD, MUB, SCHX, IVV | 13F-HR | Nov 3, 2020 | 000165853520000008 | ||
52 | $265.32 M | MUB, SCHX, SCHD, IVV | 13F-HR | Jul 31, 2020 | 000165853520000007 | ||
40 | $252.25 M | MUB, IVV, SCHD, SCHF | 13F-HR | Apr 28, 2020 | 000165853520000006 | ||
51 | $364.08 M | MUB, IEMG, GOVT, SUB | 13F-HR | Jan 27, 2020 | 000165853520000001 | ||
46 | $266.26 M | MUB, IEMG, IVV, VLUE | RESTATEMENT | Dec 6, 2019 | 000165853519000009 | ||
41 | $256.36 M | MUB, IEMG, IVV, SCHX | RESTATEMENT | Jan 28, 2020 | 000165853520000003 | ||
38 | $296.17 M | MUB, IEMG, IVV, SCHX | RESTATEMENT | Jan 28, 2020 | 000165853520000004 | ||
38 | $296.17 M | MUB, IEMG, IVV, SCHX | RESTATEMENT | Jan 28, 2020 | 000165853520000002 | ||
37 | $295.11 M | MUB, IEMG, IVV, SCHX | RESTATEMENT | Apr 29, 2019 | 000165853519000006 | ||
38 | $331.19 M | MUB, IEMG, MLPX, IVV | 13F-HR | Jan 14, 2019 | 000165853519000001 | ||
38 | $228.61 M | KRE, MLPX, IEMG, IVV | 13F-HR | Oct 11, 2018 | 000165853518000005 | ||
42 | $405.45 M | KRE, IEMG, MLPX, SCHX | 13F-HR | Jul 16, 2018 | 000165853518000004 | ||
40 | $404.05 M | KRE, IEMG, MLPX, SCHX | 13F-HR | Apr 25, 2018 | 000165853518000003 | ||
45 | $413.13 M | KRE, IEMG, PUTW, SCHX | 13F-HR | Feb 9, 2018 | 000165853518000001 | ||
31 | $286.63 M | IEMG, PUTW, KRE, SCHX | 13F-HR | Nov 13, 2017 | 000165853517000005 | ||
28 | $274.11 M | IEMG, PUTW, KRE, SCHX | 13F-HR | Aug 10, 2017 | 000165853517000004 | ||
27 | $227.90 M | IEMG, KRE, HYG, SCHX | 13F-HR | Apr 24, 2017 | 000165853517000003 | ||
21 | $154.98 M | IEMG, HYG, SCHX, IWS | 13F-HR | Feb 3, 2017 | 000165853517000001 | ||
20 | $145.11 M | IEMG, HYG, SCHX, GQ9 | 13F-HR | Nov 14, 2016 | 000165853516000007 | ||
19 | $230.64 M | IEMG, HYG, 9000038D, HEZU | 13F-HR | Aug 15, 2016 | 000165853516000006 | ||
20 | $159.19 M | HYG, 9000038D, HEZU, HEDJ | 13F-HR | May 6, 2016 | 000165853516000005 | ||
23 | $117.03 M | HEZU, 9000038D, HEDJ, VOO | 13F-HR | Mar 30, 2016 | 000165853516000004 |