Troy J. Mertens

@Orgel Wealth Management, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$3.831B

Total holdings86

Assets growth rate-4.1%

Assets growth rate (2-Q avg)1.88%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Orgel Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 86 positions.

Assets under management

The assets under management (AUM) of Orgel Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 3.831B in assets, with a quarterly growth rate of -4.1% and a 2-quarter average growth rate of 1.88%. The portfolio is managed by Troy J. Mertens, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
PMBSPimco Etf Tr Recent Activity New Position	3.57%	$136.516M 2.852M shares@ $47.87 avg price	New Position
GVIIshares Tr Recent Activity New Position	0.03%	$925,563 8,880 shares@ $104.24 avg price	New Position
IWRIshares Tr Recent Activity New Position	0.02%	$744,417 8,421 shares@ $88.41 avg price	New Position
BNDXVanguard Charlotte Fds Recent Activity New Position	0.02%	$453,370 9,243 shares@ $49.06 avg price	New Position
VTVVanguard Index Fds Recent Activity New Position	0.02%	$442,720 2,615 shares@ $169.31 avg price	New Position
VXUSVanguard Star Fds Recent Activity New Position	0.02%	$425,882 7,227 shares@ $58.93 avg price	New Position
VEUVanguard Intl Equity Index F Recent Activity New Position	0.02%	$412,204 7,180 shares@ $57.42 avg price	New Position
VXFVanguard Index Fds Recent Activity New Position	0.02%	$388,320 2,044 shares@ $189.99 avg price	New Position
SPLGSpdr Ser Tr Recent Activity New Position	0.01%	$230,122 3,338 shares@ $68.95 avg price	New Position
QQQInvesco Qqq Tr Recent Activity New Position	0.01%	$210,116 411 shares@ $511.24 avg price	New Position