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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
SCHESchwab Strategic Tr
Recent Activity
Increased 4.89%
1.25%
$47.664M
1.79M shares@ $26.63 avg price
IMCVIshares Tr
Recent Activity
Decreased -0.46%
0.67%
$25.498M
343,362 shares@ $74.27 avg price
SPHQInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.31%
0.66%
$25.106M
374,546 shares@ $67.04 avg price
IMCGIshares Tr
Recent Activity
Decreased -3.3%
0.62%
$23.586M
312,272 shares@ $75.54 avg price
ESGVVanguard World Fd
Recent Activity
Decreased -0.44%
0.57%
$21.479M
204,775 shares@ $104.9 avg price
IEMGIshares Inc
Recent Activity
Increased 1.13%
0.46%
$17.557M
336,216 shares@ $52.23 avg price
VBVanguard Index Fds
Recent Activity
Increased 0.41%
0.28%
$10.664M
44,380 shares@ $240.29 avg price
IUSBIshares Tr
Recent Activity
Decreased -2.06%
0.27%
$10.096M
223,365 shares@ $45.2 avg price
ESGDIshares Tr
Recent Activity
Increased 6.42%
0.23%
$8.664M
113,790 shares@ $76.15 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 94.64%
0.16%
$5.826M
225,271 shares@ $25.87 avg price