0001658535-16-000006.txt : 20160815 0001658535-16-000006.hdr.sgml : 20160815 20160815164148 ACCESSION NUMBER: 0001658535-16-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160630 FILED AS OF DATE: 20160815 DATE AS OF CHANGE: 20160815 EFFECTIVENESS DATE: 20160815 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Orgel Wealth Management, LLC CENTRAL INDEX KEY: 0001658535 IRS NUMBER: 462793932 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17407 FILM NUMBER: 161833395 BUSINESS ADDRESS: STREET 1: 2420 RIVERS EDGE DRIVE CITY: ALTOONA STATE: WI ZIP: 54720 BUSINESS PHONE: 715-835-6525 MAIL ADDRESS: STREET 1: 2420 RIVERS EDGE DRIVE CITY: ALTOONA STATE: WI ZIP: 54720 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001658535 XXXXXXXX 06-30-2016 06-30-2016 Orgel Wealth Management, LLC

2420 RIVERS EDGE DRIVE ALTOONA WI 54720

13F HOLDINGS REPORT 028-17407 N Samir Murty 715-835-6525 Samir A. Murty Altoona WI 08-15-2016 0 19 230640 false INFORMATION TABLE 2 13F_Q2_2016.xml ISHARES INC CORE MSCI EMKT 46434G103 63818 1525275 SH SOLE 1515574 0 9701 ISHARES TR IBOXX HI YD ETF 464288513 50714 598752 SH SOLE 594641 0 4111 RYDEX ETF TRUST GUG S&P500EQWTEN 78355W866 43370 774332 SH SOLE 769018 0 5314 ISHARES TR CUR HD EURZN ETF 46434V639 37915 1575183 SH SOLE 1563700 0 11483 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 25063 496010 SH SOLE 493313 0 2697 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 5330 107100 SH SOLE 107100 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 664 5252 SH SOLE 5252 0 0 PROSHARES TR PSHS ULSHT SP500 74347B300 417 23419 SH SOLE 23419 0 0 NEW AMER HIGH INCOME FD INC COM NEW 641876800 406 47547 SH SOLE 47547 0 0 ISHARES TR CORE S&P500 ETF 464287200 376 1788 SH SOLE 1788 0 0 PEPSICO INC COM 713448108 367 3463 SH SOLE 3463 0 0 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 328 3940 SH SOLE 3940 0 0 EXXON MOBIL CORP COM 30231G102 315 3363 SH SOLE 3363 0 0 BLACKROCK CORPOR HI YLD FD I COM 09255P107 291 27850 SH SOLE 27850 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 288 4036 SH SOLE 4036 0 0 CHEVRON CORP NEW COM 166764100 268 2558 SH SOLE 2558 0 0 JOHNSON & JOHNSON COM 478160104 268 2209 SH SOLE 2209 0 0 ROYAL BK CDA MONTREAL QUE COM 780087102 236 4000 SH SOLE 4000 0 0 XCEL ENERGY INC COM 98389B100 206 4611 SH SOLE 4611 0 0