30. Orgel Wealth Management

Rank: 30
Location: Altoona, WI
Website: www.orgelwealth.com

ALL ETF Holdings

$7,104,580,359

Total AUM

$3,463,786,994

Total ETF Assets

10,031

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. MUB: $405,474,138
  2. VGSH: $395,660,244
  3. SCHD: $334,840,322
  4. BND: $306,371,310
  5. SPYG: $206,624,654
Top 5 ETF Sectors
  1. National Munis
  2. Government Bonds
  3. Large Cap Blend Equities
  4. Total Bond Market
  5. Large Cap Growth Equities
Top 5 ETF Issuers
  1. iShares
  2. Vanguard
  3. Schwab
  4. State Street SPDR
  5. IndexIQ


Top 20 ETF Holdings

ETF Ownership – By Year

ETF Ownership – By Quarter

Notes:
• ETF data as of March 31, 2024.
• Assets under management are as reported on the firm’s form ADV Part I as of March 31st of any given year.


For details on how firms qualified for this list, please see our Methodology.



https://www.orgelwealth.com 2024 Top 50 ETF Power Users