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Troy J. Mertens

@Orgel Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$3.831BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PFFIshares Tr
Recent Activity
Exited
0%
$59.398M
1.787M shares@ $33.23 avg price
PFFDGlobal X Fds
Recent Activity
Exited
0%
$46.407M
2.233M shares@ $20.79 avg price
IJHIshares Tr
Recent Activity
Exited
0%
$325,311
5,220 shares@ $62.33 avg price
ELVElevance Health Inc
Recent Activity
Exited
0%
$252,200
485 shares@ $520.0 avg price
JNJJohnson & Johnson
Recent Activity
Exited
0%
$220,240
1,359 shares@ $162.07 avg price