- New Purchases: PDBC,
- Added Positions: IVV, EZM, SCHF, VIOO, VOT, SCHE, AGG,
- Reduced Positions: FLRN, IEMG, GLD, SUB, VIG, SCHX, VEA, SRLN, VOO, IWF,
- Sold Out: MUB, VYM, FB, PEP, NYCB,
For the details of Orgel Wealth Management, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Orgel+Wealth+Management%2C+LLC
These are the top 5 holdings of Orgel Wealth Management, LLC- SPDR Bloomberg Barclays Investment Grade Floating (FLRN) - 2,827,076 shares, 52.19% of the total portfolio. Shares reduced by 59.91%
- iShares Core MSCI Emerging Markets (IEMG) - 944,429 shares, 29.32% of the total portfolio. Shares reduced by 49.79%
- iShares Core S&P 500 (IVV) - 20,222 shares, 3.55% of the total portfolio. Shares added by 11.02%
- Schwab U.S. Large-Cap (SCHX) - 82,679 shares, 3.45% of the total portfolio. Shares reduced by 2.18%
- WisdomTree U.S. MidCap Earnings Fund (EZM) - 49,911 shares, 1.24% of the total portfolio. Shares added by 10.74%
Orgel Wealth Management, LLC initiated holding in Invesco Optimum Yield Diversified Commodity Strate. The purchase prices were between $17.32 and $18.77, with an estimated average price of $17.97. The stock is now traded at around $18.55. The impact to a portfolio due to this purchase was 1.04%. The holding were 92,716 shares as of 2018-09-30.
Sold Out: iShares National Muni Bond (MUB)Orgel Wealth Management, LLC sold out a holding in iShares National Muni Bond. The sale prices were between $107.7 and $109.4, with an estimated average price of $108.7.
Sold Out: Vanguard High Dividend Yield (VYM)Orgel Wealth Management, LLC sold out a holding in Vanguard High Dividend Yield. The sale prices were between $82.99 and $89.34, with an estimated average price of $86.49.
Sold Out: PepsiCo Inc (PEP)Orgel Wealth Management, LLC sold out a holding in PepsiCo Inc. The sale prices were between $107.76 and $117.38, with an estimated average price of $113.24.
Sold Out: Facebook Inc (FB)Orgel Wealth Management, LLC sold out a holding in Facebook Inc. The sale prices were between $160.3 and $217.5, with an estimated average price of $181.03.
Sold Out: New York Community Bancorp Inc (NYCB)Orgel Wealth Management, LLC sold out a holding in New York Community Bancorp Inc. The sale prices were between $10.26 and $11.67, with an estimated average price of $10.92.
Here is the complete portfolio of Orgel Wealth Management, LLC. Also check out:
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