Instuitional Investor - Orgel Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Orgel Wealth Management, Llc |
| Portfolio Value | $4,383,671,763 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - MSCI USA QLT FCT | 3,005,601 | $584,589,426 | 13.34% | |
| 2. | Vanguard Scottsdale Funds | 7,525,339 | $442,866,178 | 10.1% | |
| 3. | Spdr Series Trust | 3,828,393 | $400,105,396 | 9.13% | |
| 4. | IEF | 547,398 | $366,373,380 | 8.36% | |
| 5. | Ishares Tr - NATIONAL MUN ETF | 2,569,238 | $273,598,155 | 6.24% |
Hedge Fund Resource Center 
