Stock Taper 
ORGEL WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 United Rentals, Inc. | URI | 230 | $260.56K |
 UnitedHealth Group Incorporated | UNH | 565 | $234.83K |
 The Home Depot, Inc. | HD | 648 | $228.54K |
 Caterpillar Inc. | CAT | 663 | $706.03K |
 Berkshire Hathaway Inc. | BRK-B | 687 | $343.77K |
 Alphabet Inc. | GOOG | 895 | $316.23K |
 Mastercard Incorporated | MA | 942 | $483.72K |
 Meta Platforms, Inc. | META | 960 | $540.76K |
 Illinois Tool Works Inc. | ITW | 1K | $270.47K |
 JPMorgan Chase & Co. | JPM | 1.28K | $420.29K |
 Johnson & Johnson | JNJ | 1.32K | $335.75K |
 Alphabet Inc. | GOOGL | 1.32K | $472.8K |
 PepsiCo, Inc. | PEP | 1.5K | $203.1K |
 Cintas Corporation | CTAS | 2K | $340.16K |
 The Progressive Corporation | PGR | 2.34K | $512.05K |
 FirstService Corporation | FSV | 2.87K | $407.15K |
 Amazon.com, Inc. | AMZN | 3.56K | $848.9K |
 NVIDIA Corporation | NVDA | 3.63K | $726.33K |
 Microsoft Corporation | MSFT | 5.52K | $2.06M |
 Apple Inc. | AAPL | 10.34K | $2.99M |