Orgel Wealth Management, LLC
CIK Number: 0001658535
3.83B
Market Value
85
# of Holdings
15 months
Avg. Holding Period
31.11%
Win Rate
24.51%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-... | 58.55 | -0.27% | 7.41M | +3.33% | 431.12M | 57.99 | 11.25% |
| 2 | MUB | iShares Nationa... | 103.31 | +0.92% | 3.37M | -8.34% | 358.71M | 108.18 | 9.36% |
| 3 | SCHD | Schwab U.S. Div... | 25.88 | +6.41% | 11.06M | +159.84% | 302.22M | 21.22 | 7.89% |
| 4 | SPYG | SPDR Portfolio ... | 80.11 | +11.53% | 3.31M | +19.68% | 290.95M | 60.16 | 7.59% |
| 5 | IVV | iShares Core S&... | 547.01 | +9.67% | 455.15K | +6.83% | 267.94M | 472.49 | 6.99% |
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