Orgel Wealth Management, LLC - Q12026 Holdings

Orgel Wealth Management, LLC holds 95 stocks with a total portfolio value of $ 4.64B as of Q12026. In Q12026, Orgel Wealth Management, LLC added 8 new positions, increased stakes in 45 stocks, reduced 31 holdings, and fully exited 5 positions. The largest holding is Ishares Tr (QUAL), representing 13.61% of the total portfolio.