ORGEL WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 8K | $1.98M |
 | MSFT | 5K | $1.97M |
 | AMZN | 3K | $696.39K |
 | FSV | 3K | $398.06K |
 | NDAQ | 3K | $212.65K |
 | PGR | 2K | $464.68K |
 | CTAS | 2K | $338.28K |
 | PEP | 2K | $232.94K |
 | JNJ | 1K | $323.15K |
 | JPM | 1K | $352.11K |
 | GOOGL | 1K | $301.36K |
 | ITW | 1K | $260.29K |
 | META | 918 | $525.22K |
 | GOOG | 903 | $259.04K |
 | MA | 898 | $448.61K |
 | BRK-B | 687 | $329.21K |
 | CAT | 666 | $471.83K |
 | HD | 613 | $201.61K |
Apple Inc.
AAPL
Shares Held
8K
Value
$1.98M
Microsoft Corporation
MSFT
Shares Held
5K
Value
$1.97M
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$696.39K
FirstService Corporation
FSV
Shares Held
3K
Value
$398.06K
Nasdaq, Inc.
NDAQ
Shares Held
3K
Value
$212.65K
The Progressive Corporation
PGR
Shares Held
2K
Value
$464.68K
Cintas Corporation
CTAS
Shares Held
2K
Value
$338.28K
PepsiCo, Inc.
PEP
Shares Held
2K
Value
$232.94K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$323.15K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$352.11K
Alphabet Inc.
GOOGL
Shares Held
1K
Value
$301.36K
Illinois Tool Works Inc.
ITW
Shares Held
1K
Value
$260.29K
Meta Platforms, Inc.
META
Shares Held
918
Value
$525.22K
Alphabet Inc.
GOOG
Shares Held
903
Value
$259.04K
Mastercard Incorporated
MA
Shares Held
898
Value
$448.61K
Berkshire Hathaway Inc.
BRK-B
Shares Held
687
Value
$329.21K
Caterpillar Inc.
CAT
Shares Held
666
Value
$471.83K
The Home Depot, Inc.
HD
Shares Held
613
Value
$201.61K