Orgel Wealth Management, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
2420 RIVERS EDGE DRIVE ALTOONA, WI 54720
As of the latest 13F report, the guru’s equity portfolio contained 75 stocks valued at a total of $2.60Bil. The top holdings were VTEB(12.26%), VGSH(11.45%), and SCHD(10.24%).
According to GuruFocus data, these were Orgel Wealth Management, LLC’s top five trades of the quarter.
Vanguard Short-Term Government Bond ETF
The guru established a new position worth 4,267,884 shares in NAS:VGSH, giving the stock a 12.17% weight in the equity portfolio. Shares traded for an average price of $58.41 during the quarter.
On 01/17/2023, Vanguard Short-Term Government Bond ETF traded for a price of $58.19 per share and a market cap of $18.65Bil. The stock has returned -2.81% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard Small Cap ETF
Orgel Wealth Management, LLC reduced their investment in ARCA:VB by 1,102,253 shares. The trade had a 10.98% impact on the equity portfolio. During the quarter, the stock traded for an average price of $188.16.
On 01/17/2023, Vanguard Small Cap ETF traded for a price of $196.03 per share and a market cap of $43.53Bil. The stock has returned -9.39% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Small Cap ETF has a price-earnings ratio of 13.01 and a price-book ratio of 2.25.
Vanguard S&P Small-Cap 600 ETF
During the quarter, Orgel Wealth Management, LLC bought 1,244,094 shares of ARCA:VIOO for a total holding of 1,282,791. The trade had a 9.91% impact on the equity portfolio. During the quarter, the stock traded for an average price of $179.
On 01/17/2023, Vanguard S&P Small-Cap 600 ETF traded for a price of $185.25 per share and a market cap of $2.26Bil. The stock has returned -9.60% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard S&P Small-Cap 600 ETF has a price-earnings ratio of 12.08 and a price-book ratio of 1.78.
Vanguard Total Bond Market ETF
Orgel Wealth Management, LLC reduced their investment in NAS:BND by 1,639,099 shares. The trade had a 6.98% impact on the equity portfolio. During the quarter, the stock traded for an average price of $74.52.
On 01/17/2023, Vanguard Total Bond Market ETF traded for a price of $73.87 per share and a market cap of $87.74Bil. The stock has returned -9.12% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
PGIM Ultra Short Bond ETF
Orgel Wealth Management, LLC reduced their investment in ARCA:PULS by 2,398,561 shares. The trade had a 6.65% impact on the equity portfolio. During the quarter, the stock traded for an average price of $48.81.
On 01/17/2023, PGIM Ultra Short Bond ETF traded for a price of $49.22 per share and a market cap of $3.97Bil. The stock has returned 1.82% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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