• 13F History

Orgel Wealth Management, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 15, 2025
Value $
$3.85B
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 $3.85B as of Q1 2025. Top holdings included VGSH, MUB, SCHD, QUAL, and SPYG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 81 $3.85B +$270M -$213M +$57.5M VGSH, MUB, SCHD, QUAL, SPYG 13F-HR 4/15/2025, 10:55 AM
Q4 2024 86 $3.83B +$652M -$354M +$298M VGSH, MUB, SCHD, SPYG, IVV 13F-HR 1/15/2025, 04:30 PM
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 -$43.7M +$152M VTEB, VGSH, BND, SCHD, SPYG 13F-HR 10/26/2023, 02:08 PM
Q2 2023 73 $3.03B +$523M -$324M +$200M VTEB, VGSH, BND, SCHD, SPYG 13F-HR 7/10/2023, 03:31 PM
Q1 2023 72 $2.8B +$320M -$78.1M +$242M VTEB, VGSH, BND, SCHD, VIOO 13F-HR 4/6/2023, 11:59 AM
Q4 2022 75 $2.6B +$553M -$75.3M +$478M VTEB, VGSH, SCHD, BND, VIOO 13F-HR 1/17/2023, 12:13 PM
Q3 2022 65 $1.98B +$902M -$591M +$311M VGSH, VTEB, SCHD, BND, VIOO 13F-HR 10/25/2022, 11:54 AM
Q2 2022 62 $1.77B +$719M -$259M +$461M BND, SCHD, VTEB, VB, PULS 13F-HR 7/13/2022, 08:46 AM
Q1 2022 65 $1.46B +$544M -$60.9M +$483M BND, SCHD, VIOO, PULS, VYMI 13F-HR 5/10/2022, 01:42 PM
Q4 2021 62 $1.04B +$171M -$49.7M +$121M SCHD, PULS, VYMI, VIOO, MUB 13F-HR 1/24/2022, 03:27 PM
Q3 2021 61 $880M +$175M -$74.8M +$101M SCHD, PULS, VYMI, MUB, IVV 13F-HR 10/26/2021, 04:19 PM
Q2 2021 56 $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 -$10.6M +$91M SCHD, MUB, PULS, SCHX, IVV 13F-HR 2/8/2021, 08:23 AM
Q3 2020 53 $358M +$107M -$24.5M +$82.2M SCHD, MUB, SCHX, IVV, ESGV 13F-HR 11/3/2020, 04:08 PM
Q2 2020 51 $265M +$54.6M -$67M -$12.4M MUB, SCHX, SCHD, IVV, ESGV 13F-HR 7/31/2020, 02:01 PM
Q1 2020 40 $252M +$56.1M -$56.2M -$23.5K MUB, IVV, SCHD, SCHF, QUAL 13F-HR 4/27/2020, 05:59 PM
Q4 2019 51 $364M +$92.3M -$3.71M +$88.6M MUB, IEMG, GOVT, SUB, IVV 13F-HR 1/27/2020, 02:55 PM
Q3 2019 46 $266M +$14.2M -$3.37M +$10.9M MUB, IEMG, IVV, VLUE, SCHX Restatement 12/6/2019, 11:24 AM
Q2 2019 41 $256M +$5.23M -$45.9M -$40.6M MUB, IEMG, IVV, SCHX, VLUE Restatement 1/28/2020, 01:31 PM
Q1 2019 38 $296M +$5.81M -$9.63M -$3.81M MUB, IEMG, IVV, SCHX, VLUE Restatement 1/28/2020, 01:35 PM
Q4 2018 38 $331M +$209M -$84.6M +$125M MUB, IEMG, MLPXXXXX, IVV, SCHX 13F-HR 1/14/2019, 03:23 PM
Q3 2018 38 $229M +$4.1M -$180M -$176M FLRN, MLPXXXXX, IEMG, IVV, SCHX 13F-HR 10/11/2018, 03:12 PM
Q2 2018 42 $405M +$13.5M -$6.59M +$6.93M FLRN, IEMG, MLPXXXXX, SCHX, IVV 13F-HR 7/16/2018, 10:46 AM
Q1 2018 40 $404M +$91.5M -$4.39M +$87.1M FLRN, IEMG, MLPXXXXX, 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, 05:59 PM
Q3 2017 31 $287M +$6.96M -$4.08M +$2.88M IEMG, PUTW, FLRN, SCHX, IVV 13F-HR 11/9/2017, 05:50 PM
Q2 2017 28 $274M +$98.3M -$1.81M +$96.5M IEMG, PUTW, FLRN, SCHX, IVV 13F-HR 8/10/2017, 05:15 PM
Q1 2017 27 $228M +$71.3M -$2.94M +$68.4M IEMG, FLRN, HYG, SCHX, IVV 13F-HR 4/24/2017, 12:13 PM
Q4 2016 21 $155M +$17.4M -$295K +$17.1M IEMG, HYG, SCHX, IWS, AGG 13F-HR 2/3/2017, 09:17 AM
Q3 2016 20 $145M +$13.3M -$26.4M -$13.1M IEMG, HYG, SCHX, GLD, HYB 13F-HR 11/14/2016, 09:57 AM
Q2 2016 19 $231M +$68M -$2.03M +$66M IEMG, HYG, RYEXXXX, HEZU, HEDJ 13F-HR 8/15/2016, 04:41 PM
Q1 2016 20 $159M +$55.9M -$428K +$55.5M HYG, RYEXXXX, HEZU, HEDJ, SCHX 13F-HR 5/6/2016, 10:48 AM
Q4 2015 21 $114M HEZU, RYEXXXX, HEDJ, VOO, EMB 13F-HR 3/30/2016, 10:24 AM