ORGEL WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 7K | $1.84M |
 | MSFT | 5K | $2.54M |
 | FSV | 3K | $545.75K |
 | AMZN | 3K | $551.12K |
 | NDAQ | 3K | $221.57K |
 | PGR | 2K | $578.85K |
 | CTAS | 2K | $410.52K |
 | PEP | 2K | $210.66K |
 | JNJ | 1K | $245.13K |
 | JPM | 1K | $351.70K |
 | ITW | 1K | $260.76K |
 | META | 886 | $650.66K |
 | MA | 801 | $455.62K |
 | HD | 545 | $220.83K |
 | CAT | 506 | $241.44K |
 | BRK-B | 477 | $239.81K |
 | URI | 230 | $219.57K |
Apple Inc.
AAPL
Shares Held
7K
Value
$1.84M
Microsoft Corporation
MSFT
Shares Held
5K
Value
$2.54M
FirstService Corporation
FSV
Shares Held
3K
Value
$545.75K
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$551.12K
Nasdaq, Inc.
NDAQ
Shares Held
3K
Value
$221.57K
The Progressive Corporation
PGR
Shares Held
2K
Value
$578.85K
Cintas Corporation
CTAS
Shares Held
2K
Value
$410.52K
PepsiCo, Inc.
PEP
Shares Held
2K
Value
$210.66K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$245.13K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$351.70K
Illinois Tool Works Inc.
ITW
Shares Held
1K
Value
$260.76K
Meta Platforms, Inc.
META
Shares Held
886
Value
$650.66K
Mastercard Incorporated
MA
Shares Held
801
Value
$455.62K
The Home Depot, Inc.
HD
Shares Held
545
Value
$220.83K
Caterpillar Inc.
CAT
Shares Held
506
Value
$241.44K
Berkshire Hathaway Inc.
BRK-B
Shares Held
477
Value
$239.81K
United Rentals, Inc.
URI
Shares Held
230
Value
$219.57K