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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
VSGXVanguard World Fd
Recent Activity
Increased 7.6%
0.13%
$4.975M
87,747 shares@ $56.71 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.03%
0.1%
$3.652M
6,231 shares@ $586.09 avg price
VOOVanguard Index Fds
Recent Activity
Increased 52.89%
0.08%
$2.685M
4,984 shares@ $538.82 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 326.06%
0.07%
$2.639M
94,690 shares@ $27.88 avg price
EFAIshares Tr
Recent Activity
0.07%
$2.455M
32,473 shares@ $75.62 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -3.39%
0.06%
$2.157M
5,117 shares@ $421.51 avg price
AAPLApple Inc
Recent Activity
Increased 0.51%
0.06%
$1.988M
7,938 shares@ $250.43 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 0.9%
0.06%
$1.978M
15,505 shares@ $127.6 avg price
HYMUBlackrock Etf Trust Ii
Recent Activity
Increased 0.5%
0.05%
$1.729M
76,313 shares@ $22.67 avg price
VTIVanguard Index Fds
Recent Activity
Increased 46.78%
0.05%
$1.675M
5,780 shares@ $289.82 avg price