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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.03%
0.1%
$3.652M
6,231 shares@ $586.09 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -3.39%
0.06%
$2.157M
5,117 shares@ $421.51 avg price
SUSLIshares Tr
Recent Activity
Decreased -1.62%
0.04%
$1.192M
11,570 shares@ $103.05 avg price
ITOTIshares Tr
Recent Activity
Decreased -25.73%
0.03%
$908,701
7,065 shares@ $128.63 avg price
SUBIshares Tr
Recent Activity
Decreased -58.93%
0.02%
$527,928
5,005 shares@ $105.49 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Decreased -12.24%
0.01%
$380,522
3,942 shares@ $96.54 avg price
GOVIInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -99.73%
0.01%
$353,796
13,089 shares@ $27.04 avg price