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Orgel Wealth Management, LLC

2420 RIVERS EDGE DRIVE, ALTOONA, WI 54720 • 715-835-6525

Q3 2025 · Filed 2025-10-06
Market Value
$4.2B
+5.8%
Holdings
89
-2
New Purchases
4
Added To
35
Closed
2
Reduced
30
Top 10 Concentration
71.2%
Turnover
6.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 8.81% 8.42% +0.38% $366M
QUAL 14.05% 13.73% +0.32% $585M
VTEB 3.85% 3.65% +0.20% $160M
SPYG 9.62% 9.44% +0.18% $400M
VOE 3.44% 3.33% +0.11% $143M
SCHF 4.90% 4.81% +0.09% $204M
SCHE 1.58% 1.49% +0.08% $66M
MTUM 4.09% 4.03% +0.06% $170M
FLQM 1.90% 1.85% +0.05% $79M
SCHX 2.97% 2.94% +0.03% $124M
SCHG 0.15% 0.13% +0.02% $6M
ESGV 0.36% 0.36% +0.01% $15M
AAPL 0.04% 0.04% +0.01% $2M
IEMG 0.53% 0.52% +0.01% $22M
CAT 0.01% 0.00% +0.01% $241K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VIOO 2.69% 3.37% -0.68% $112M
VGSH 10.64% 10.91% -0.26% $443M
MUB 6.58% 6.76% -0.18% $274M
BND 2.67% 2.74% -0.08% $111M
VB 0.22% 0.30% -0.07% $9M
SHYM 0.00% 0.05% -0.05% $0
PFFD 3.28% 3.33% -0.05% $137M
VOT 1.55% 1.60% -0.05% $64M
SPHQ 0.75% 0.78% -0.03% $31M
IEFA 1.52% 1.55% -0.03% $63M
IMCG 0.58% 0.60% -0.03% $24M
SCHA 0.14% 0.16% -0.02% $6M
MMIT 3.56% 3.58% -0.02% $148M
IUSB 0.23% 0.24% -0.01% $10M
FQAL 1.67% 1.68% -0.01% $70M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 99.8%
Technology 0.1%
Industrials 0.0%
Communication Services 0.0%
Consumer Cyclical 0.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 18 $496M 11.9%
Large Cap 53 $3.0B 73.2%
Mid Cap 7 $280M 6.7%
Small Cap 10 $332M 8.0%
Micro Cap 1 $5M 0.1%

Portfolio Analytics

Avg Market Cap
$275.1B
Median Market Cap
$52.5B
Avg P/E
24.5
Median P/E
23.7
Avg Dividend Yield
0.01%
Avg Beta
0.96
# Stocks
18
# ETFs / Funds
71

Top Holdings (89 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 QUAL 14.05% 3,005,601 $585M $194.50 $44M +51,076 +1.7%
2 VGSH 10.64% 7,525,339 $443M $58.85 $14M +224,518 +3.1%
3 SPYG 9.62% 3,828,393 $400M $104.51 $29M -67,359 -1.7%
4 IVV 8.81% 547,398 $366M $669.30 $35M +13,615 +2.5%
5 MUB 6.58% 2,569,238 $274M $106.49 $8M +23,983 +0.9%
6 VYMI 5.15% 2,529,655 $214M $84.68 $12M +3,795 +0.1%
7 SCHF 4.90% 8,762,910 $204M $23.28 $15M +192,479 +2.2%
8 MTUM 4.09% 664,061 $170M $256.45 $12M +4,280 +0.7%
9 VTEB 3.85% 3,199,497 $160M $50.07 $17M +272,652 +9.3%
10 MMIT 3.56% 6,102,883 $148M $24.30 $7M +193,657 +3.3%
11 VOE 3.44% 819,795 $143M $174.58 $12M +24,283 +3.0%
12 PFFD 3.28% 7,026,957 $137M $19.43 $5M +63,864 +0.9%
13 SCHX 2.97% 4,692,187 $124M $26.34 $8M -34,271 -0.7%
14 VIOO 2.69% 1,012,871 $112M $110.47 -$21M -298,329 -22.8%
15 BND 2.67% 1,491,677 $111M $74.37 $3M +25,370 +1.7%
16 FLQM 1.90% 1,403,767 $79M $56.45 $6M +63,528 +4.7%
17 FQAL 1.67% 932,277 $70M $74.72 $3M -18,761 -2.0%
18 SCHE 1.58% 1,969,045 $66M $33.37 $7M +18,372 +0.9%
19 VOT 1.55% 219,453 $64M $293.79 $2M -1,657 -0.8%
20 IEFA 1.52% 725,487 $63M $87.31 $2M -4,893 -0.7%
21 SPHQ 0.75% 425,914 $31M $73.29 $588K -3,877 -0.9%
22 IMCV 0.70% 360,195 $29M $80.35 $2M +218 +0.1%
23 IMCG 0.58% 290,218 $24M $82.73 $269K -5,688 -1.9%
24 IEMG 0.53% 334,211 $22M $65.92 $1M -8,720 -2.5%
25 ESGV 0.36% 127,893 $15M $118.44 $1M -76 -0.1%
26 SCHD 0.26% 395,713 $11M $27.30 $296K -770 -0.2%
27 IUSB 0.23% 204,530 $10M $46.71 $99K +16 +0.0%
28 VB 0.22% 36,749 $9M $254.28 -$2M -12,262 -25.0%
29 SCHG 0.15% 189,826 $6M $31.91 $1M +17,921 +10.4%
30 SCHA 0.14% 203,613 $6M $27.90 -$551K -42,693 -17.3%
31 VSGX 0.14% 81,720 $6M $69.37 $261K -836 -1.0%
32 ESGD 0.13% 57,969 $5M $92.98 $227K +98 +0.2%
33 OWNS 0.12% 283,056 $5M $17.39 $284K +12,291 +4.5%
34 SPY 0.10% 6,299 $4M $666.18 $87K -352 -5.3%
35 VOO 0.09% 6,032 $4M $612.38 $332K +113 +1.9%
36 EFA 0.08% 34,403 $3M $93.37 $137K
37 JSML 0.08% 42,115 $3M $74.78 $159K -2,219 -5.0%
38 MSFT 0.06% 4,903 $3M $517.95 $98K -6 -0.1%
39 VTI 0.05% 6,047 $2M $328.17 $266K +392 +6.9%
40 AAPL 0.04% 7,232 $2M $254.63 $358K
41 SUSL 0.04% 13,957 $2M $117.04 $142K +187 +1.4%
42 IWM 0.04% 6,558 $2M $241.96 $138K -157 -2.3%
43 IWR 0.04% 15,542 $2M $96.55 $48K -257 -1.6%
44 EMXC 0.03% 19,904 $1M $67.51 $87K
45 IWF 0.03% 2,728 $1M $468.41 -$81K -472 -14.8%
46 GLD 0.03% 3,341 $1M $355.46 $193K +77 +2.4%
47 VUG 0.03% 2,317 $1M $479.61 $93K -5 -0.2%
48 IWB 0.03% 2,907 $1M $365.48 $75K
49 ITOT 0.02% 7,065 $1M $145.65 $75K
50 MDY 0.02% 1,635 $975K $596.03 $49K +1 +0.1%
51 VIG 0.02% 4,485 $968K $215.79 $160K +539 +13.7%
52 HDEF 0.02% 30,808 $906K $29.42 -$2K -683 -2.2%
53 AGG 0.02% 8,514 $854K $100.25 $58K +497 +6.2%
54 FDMO 0.02% 9,108 $758K $83.17 $88K +277 +3.1%
55 META 0.02% 886 $651K $734.38 -$3K
56 SUB 0.02% 5,880 $628K $106.78 $23K +190 +3.3%
57 IWD 0.01% 2,974 $605K $203.59 $27K -3 -0.1%
58 PHYS 0.01% 20,000 $592K $29.62 $85K
59 PGR 0.01% 2,344 $579K $246.95 -$47K
60 AMZN 0.01% 2,510 $551K $219.57 $452
61 FSV 0.01% 2,865 $546K $190.49 $45K
62 SPLG 0.01% 6,155 $482K $78.34 $80K +625 +11.3%
63 VEU 0.01% 6,592 $470K $71.37 $27K
64 MA 0.01% 801 $456K $568.81 $6K
65 IJR 0.01% 3,655 $434K $118.82 -$23K -528 -12.6%
66 IWO 0.01% 1,341 $429K $320.04 $63K +61 +4.8%
67 VXF 0.01% 1,993 $417K $209.34 $33K
68 CTAS 0.01% 2,000 $411K $205.26 -$35K
69 JPM 0.01% 1,115 $352K $315.43 $25K -11 -1.0%
70 JEPI 0.01% 5,892 $336K $57.10 $48K +812 +16.0%
71 INTF 0.01% 8,762 $315K $35.91 $16K +29 +0.3%
72 AVUV 0.01% 3,132 $312K $99.53 $26K
73 VWO 0.01% 5,431 $294K $54.18 $39K +267 +5.2%
74 IWP 0.01% 2,053 $292K $142.41 -$23K -219 -9.6%
75 QEFA 0.01% 3,283 $289K $87.91 -$45K -632 -16.1%
76 DFUV 0.01% 6,283 $281K $44.69 $15K
77 ITW 0.01% 1,000 $261K $260.76 $13K -3 -0.3%
78 JEPQ 0.01% 4,409 $254K $57.52 $45K +566 +14.7%
79 JNJ 0.01% 1,322 $245K $185.42 -$31K -485 -26.8%
80 CAT 0.01% 506 $241K $477.15 +506 NEW
81 BRK-B 0.01% 477 $240K $502.74 $8K
82 QQQ 0.01% 382 $229K $600.37 $28K +17 +4.7%
83 NDAQ 0.01% 2,505 $222K $88.45 -$2K
84 HD 0.01% 545 $221K $405.19 $20K -4 -0.7%
85 URI 0.01% 230 $220K $954.66 +230 NEW
86 SCHY 0.01% 7,621 $213K $27.94 +7,621 NEW
87 PEP 0.01% 1,500 $211K $140.44 +1,500 NEW
88 DIS —% -$213K -1,719 -100.0% SOLD
89 SHYM —% -$2M -95,515 -100.0% SOLD

New Positions

SymbolValue% Port
CAT $241K 0.01%
URI $220K 0.01%
SCHY $213K 0.01%
PEP $211K 0.01%

Sold Out Positions

SymbolValue% Port
DIS —%
SHYM —%
View SEC EDGAR Filings for Orgel Wealth Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms