Orgel Wealth Management, LLC - Q42025 Holdings

Orgel Wealth Management, LLC holds 92 stocks with a total portfolio value of $ 4.53B as of Q42025. In Q42025, Orgel Wealth Management, LLC added 6 new positions, increased stakes in 41 stocks, reduced 31 holdings, and fully exited 2 positions. The largest holding is Ishares Tr (QUAL), representing 13.37% of the total portfolio.