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Institutional Investment Manager
ORGEL WEALTH MANAGEMENT, LLC
ORGEL WEALTH MANAGEMENT, LLC (CIK: 0001658535). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q3)
Original 13F HR (0001658535-16-000007) filed in 2016.11.14
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES INC 1,776,832 81,041 55.85%
2 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 608,583 53,105 36.60%
3 SCHWAB U.S. LARGE-CAP ETF 107,100 5,529 3.81%
4 SPDR GOLD TR 5,292 665 0.46%
5 NEW AMER HIGH INCOME FD INC 47,547 438 0.30%
6 ISHARES TR 1,788 389 0.27%
7 PROSHARES TR 23,419 384 0.26%
8 VANGUARD SPECIALIZED FUNDS 3,940 331 0.23%
9 WISDOMTREE TR 6,144 330 0.23%
10 PEPSICO INC 2,815 306 0.21%
11 EXXON MOBIL CORP 3,494 305 0.21%
12 BLACKROCK CORPOR HI YLD FD I 27,850 301 0.21%
13 VANGUARD WHITEHALL FDS 4,036 291 0.20%
14 MICROSOFT CORP 4,839 279 0.19%
15 CHEVRON CORP NEW 2,590 267 0.18%
16 ROYAL BK CDA MONTREAL QUE 4,000 248 0.17%
17 GENERAL ELECTRIC CO 8,312 246 0.17%
18 ECOLAB INC 1,875 228 0.16%
19 JOHNSON & JOHNSON 1,809 214 0.15%
20 UNION PAC CORP 2,152 210 0.14%