Holdings
Orgel Wealth Management, LLC
As of Sep 30, 2026, Orgel Wealth Management, LLC reported 19 positions worth US$13M. Largest: Microsoft Corp., Apple Inc and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 5,813 | US$2.98M | +292 | Sep 30, 2026 |
| Apple Inc | 8,182 | US$2.72M | −2,158 | Sep 30, 2026 |
| Amazon.com, Inc. | 3,605 | US$898K | +43 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 2,236 | US$766K | +28 | Sep 30, 2026 |
| Meta Platforms, Inc. | 968 | US$702K | +8 | Sep 30, 2026 |
| Caterpillar, Inc. | 663 | US$538K | no change | Sep 30, 2026 |
| Mastercard Incorporated | 942 | US$519K | no change | Sep 30, 2026 |
| Progressive Corporation (the) | 2,361 | US$489K | +17 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 1,344 | US$445K | +60 | Sep 30, 2026 |
| Cintas Corporation | 2,000 | US$390K | no change | Sep 30, 2026 |