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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
VGSHVanguard Scottsdale Fds
Recent Activity
Increased 3.33%
11.26%
$431.121M
7.41M shares@ $58.18 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 159.84%
7.89%
$302.22M
11.062M shares@ $27.33 avg price
SPYGSpdr Ser Tr
Recent Activity
Increased 19.68%
7.6%
$290.947M
3.31M shares@ $87.91 avg price
IVVIshares Tr
Recent Activity
Increased 6.83%
7%
$267.938M
455,150 shares@ $588.69 avg price
QUALIshares Tr
Recent Activity
Increased 3.73%
5.97%
$228.446M
1.283M shares@ $178.09 avg price
VYMIVanguard Whitehall Fds
Recent Activity
Increased 3%
4.59%
$175.757M
2.589M shares@ $67.89 avg price
VIOOVanguard Admiral Fds Inc
Recent Activity
Increased 1.08%
4.52%
$172.838M
1.63M shares@ $106.04 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 117%
4.05%
$154.881M
8.372M shares@ $18.51 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 2.5%
3.34%
$127.847M
2.55M shares@ $50.14 avg price
VOEVanguard Index Fds
Recent Activity
Increased 5.43%
2.94%
$112.577M
695,908 shares@ $161.78 avg price