Long-term investor
Orgel Wealth Management, LLC @orgelwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001658535).
Record
- Tracked since 2025-06-30 (454 days), 16 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +900.0% · all +900.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46432F339 · 14.0% · long · since 2025-06-30
- 922020730 · 11.9% · long · since 2026-03-31
- 464287200 · 9.2% · long · since 2025-06-30
- 78464A409 · 7.7% · long · since 2025-06-30
- 921946794 · 5.7% · long · since 2025-06-30
- 464288414 · 5.5% · long · since 2025-06-30
- 808524805 · 5.1% · long · since 2025-06-30
- 72201R569 · 4.6% · long · since 2025-06-30
- 46432F396 · 4.4% · long · since 2025-06-30
- 922908512 · 3.6% · long · since 2025-06-30
- 092528108 · 3.5% · long · since 2025-06-30
- 922907746 · 3.4% · long · since 2025-06-30