Orgel Wealth Management Llc (1658535) Portfolio


Number of Companies: 5
Inflow: $221 K
Outflow: $-386 K
Net Flow: $-165 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
3079 54 Apple Inc (AAPL) Communications Equipment 1,853 New Holding 1,853 $108.98 $201 $201
3061 12 Chevron Corp (CVX) Integrated Oils 2,991 Added More 190 $95.40 $18 $285
3076 10 Johnson And Johnson (JNJ) Large Pharma 2,473 Added More 14 $108.19 $1 $267
3059 25 Pepsico Inc (PEP) Beverages 3,433 Sold Some -1,033 $102.48 $-105 $351
3075 13 Exxon Mobil Corp (XOM) Integrated Oils 0 Sold All -3,360 $83.58 $-280 $0