Orgel Wealth Management, LLC - Q22026 Holdings

Orgel Wealth Management, LLC holds 113 stocks with a total portfolio value of $ 5.27B as of Q22026. In Q22026, Orgel Wealth Management, LLC added 20 new positions, increased stakes in 55 stocks, reduced 23 holdings, and fully exited 2 positions. The largest holding is Ishares Tr (QUAL), representing 13.98% of the total portfolio.