Orgel Wealth Management, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Investing in the stock market is an ever-evolving game. From one quarter to the next, holdings change, new opportunities arise, and investors must adapt. In this article, we will explore the changes in holdings of Orgel Wealth Management, LLC in Q3 2023 compared to Q4 2023.

One of the major holdings that saw a significant increase was the iShares TR (MUB). In Q3 2023, Orgel Wealth Management held 280,978 shares of MUB, but by Q4 2023, their holdings skyrocketed to 3,827,435 shares. This represented a staggering increase of 1,340.2% in the number of shares held. The value of their holdings also jumped from $28,811,000 to $414,932,000, indicating the confidence Orgel Wealth Management had in this asset.

Another fund that experienced a noteworthy increase in holdings was the Vanguard Scottsdale FDS (VGSH). Although the percentage change may seem relatively small at 1.6%, the number of shares held went from 6,407,138 in Q3 2023 to 6,427,897 in Q4 2023. This slight increase indicates continued faith in the performance and potential of VGSH.

Vanguard BD Index FDS (BND) also saw a positive change in holdings. The number of shares held by Orgel Wealth Management rose from 4,843,069 in Q3 2023 to 4,882,361 in Q4 2023, representing a 6.3% increase. The value of their holdings also grew from $337,949,000 to $359,097,000. This steady rise shows the longevity and stability of BND as an investment option.

Schwab Strategic TR (SCHD) witnessed a relatively modest increase of 8% in the number of shares held by Orgel Wealth Management. The number of shares rose from 4,097,923 in Q3 2023 to 4,114,781 in Q4 2023. This increase demonstrates the unwavering faith in the performance of SCHD.

Vanguard Admiral FDS INC (VIOO) experienced a significant increase in holdings by Orgel Wealth Management. The number of shares held rose from 1,879,080 in Q3 2023 to 1,914,482 in Q4 2023, representing a notable increase of 15.6%. This increase shows the growing confidence Orgel Wealth Management had in VIOO's performance.

Moving on to SPDR SER TR (SPYG), Orgel Wealth Management saw a decrease in their holdings. The number of shares held went from 2,992,939 in Q3 2023 to 2,901,613 in Q4 2023, a decline of 6.4%. Despite this decrease, SPYG remains a significant part of Orgel Wealth Management's portfolio.

Vanguard Whitehall FDS (VYMI) saw a substantial increase in holdings by Orgel Wealth Management. The number of shares rose from 2,208,088 in Q3 2023 to 2,328,717 in Q4 2023, representing a 13.3% increase. The value of their holdings also increased from $136,658,000 to $154,836,000. This substantial increase demonstrates the positive sentiment Orgel Wealth Management had towards VYMI.

These are just a few examples of the changes in holdings that Orgel Wealth Management, LLC experienced in Q3 2023 compared to Q4 2023. These changes reflect the ever-changing landscape of the stock market and the strategies employed by investors to maximize their returns. As the market continues to evolve, it will be interesting to see how these holdings further change in the future.