Orgel Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Altoona, WI
CIK
0001658535
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 84 3,381,538 MUB, VGSH, BND, SCHD 13F-HR 1/11/2024 000165853524000001
Q3 2023 78 2,958,074 VTEB, VGSH, BND, SCHD 13F-HR 10/26/2023 000165853523000006
Q2 2023 73 3,026,956 VTEB, VGSH, BND, SCHD 13F-HR 7/10/2023 000165853523000004
Q1 2023 72 2,796,727 VTEB, VGSH, BND, SCHD 13F-HR 4/6/2023 000165853523000003
Q4 2022 75 2,600,388 VTEB, VGSH, SCHD, BND 13F-HR 1/17/2023 000165853523000001
Q3 2022 65 2,026,627 VGSH, VTEB, SCHD, BND 13F-HR 10/25/2022 000165853522000006
Q2 2022 62 1,767,525 BND, SCHD, VTEB, VB 13F-HR 7/13/2022 000165853522000005
Q1 2022 65 1,456,760 BND, SCHD, VIOO, PULS 13F-HR 5/10/2022 000165853522000004
Q4 2021 62 1,035,730 SCHD, PULS, VYMI, VIOO 13F-HR 1/24/2022 000165853522000001
Q3 2021 61 879,960 SCHD, PULS, VYMI, MUB 13F-HR 10/26/2021 000165853521000005
Q2 2021 58 797,148 SCHD, VYMI, IEMG, MUB 13F-HR 7/23/2021 000165853521000004
Q1 2021 56 706,334 SCHD, VYMI, IEMG, MUB 13F-HR 4/28/2021 000165853521000003
Q4 2020 49 487,432 SCHD, MUB, PULS, SCHX 13F-HR 2/8/2021 000165853521000001
Q3 2020 53 358,468 SCHD, MUB, SCHX, IVV 13F-HR 11/3/2020 000165853520000008
Q2 2020 52 265,324 MUB, SCHX, SCHD, IVV 13F-HR 7/31/2020 000165853520000007
Q1 2020 40 252,248 MUB, IVV, SCHD, SCHF 13F-HR 4/28/2020 000165853520000006
Q4 2019 51 364,079 MUB, IEMG, GOVT, SUB 13F-HR 1/27/2020 000165853520000001
Q3 2019 46 266,265 MUB, IEMG, IVV, VLUE RESTATEMENT 12/6/2019 000165853519000009
Q2 2019 41 256,355 MUB, IEMG, IVV, SCHX RESTATEMENT 1/28/2020 000165853520000003
Q1 2019 38 296,174 MUB, IEMG, IVV, SCHX RESTATEMENT 1/28/2020 000165853520000004
Q4 2018 38 331,191 MUB, IEMG, MLPX, IVV 13F-HR 1/14/2019 000165853519000001
Q3 2018 38 228,607 FLRN, MLPX, IEMG, IVV 13F-HR 10/11/2018 000165853518000005
Q2 2018 42 405,449 FLRN, IEMG, MLPX, SCHX 13F-HR 7/16/2018 000165853518000004
Q1 2018 40 404,048 FLRN, IEMG, MLPX, SCHX 13F-HR 4/25/2018 000165853518000003
Q4 2017 45 413,131 FLRN, IEMG, PUTW, SCHX 13F-HR 2/9/2018 000165853518000001
Q3 2017 31 286,632 IEMG, PUTW, FLRN, SCHX 13F-HR 11/13/2017 000165853517000005
Q2 2017 28 274,108 IEMG, PUTW, FLRN, SCHX 13F-HR 8/10/2017 000165853517000004
Q1 2017 27 227,902 IEMG, FLRN, HYG, SCHX 13F-HR 4/24/2017 000165853517000003
Q4 2016 21 154,977 IEMG, HYG, SCHX, IWS 13F-HR 2/3/2017 000165853517000001
Q3 2016 20 145,107 IEMG, HYG, SCHX, GLD 13F-HR 11/14/2016 000165853516000007
Q2 2016 19 230,640 IEMG, HYG, RYDEX ETF TRUST, HEZU 13F-HR 8/15/2016 000165853516000006
Q1 2016 20 159,195 HYG, RYDEX ETF TRUST, HEZU, HEDJ 13F-HR 5/6/2016 000165853516000005
Q4 2015 23 117,027 HEZU, RYDEX ETF TRUST, HEDJ, VOO 13F-HR 3/30/2016 000165853516000004
Additional filings from Orgel Wealth Management, LLC that have since been restated