Angeles Wealth Management
Latest statistics and disclosures from Angeles Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MGK, VT, SPYV, VOO, VXUS, and represent 43.61% of Angeles Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$24M), SPYV (+$7.0M), VT (+$5.1M), VXUS, MGK, AAPL, GOOGL, AMZN, GOOG, MSFT.
- Started 24 new stock positions in OEF, XLB, IJR, VDC, MCHP, CARR, SCZ, C, IXP, VO. PRFZ, XLC, VIS, XLV, GM, RSP, AZN, MNST, HAL, XMHQ, VDE, VGT, VZ, XLY.
- Reduced shares in these 10 stocks: VGK (-$19M), ARES (-$7.5M), VTV, HSY, TDG, PWR, ESGV, PGR, MSI, INSP.
- Sold out of its positions in AMX, AXON, BWXT, CLOV, HSY, INSP, AGG, IVLU, LMT, TECK. TDG, UPS, OLED, VSGX, ESGV, UBS, RACE.
- Angeles Wealth Management was a net seller of stock by $-1.6M.
- Angeles Wealth Management has $708M in assets under management (AUM), dropping by -3.52%.
- Central Index Key (CIK): 0001929170
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Portfolio Holdings for Angeles Wealth Management
Angeles Wealth Management holds 224 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard World Mega Grwth Ind (MGK) | 10.7 | $76M | +4% | 335k | 226.90 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 10.3 | $73M | +7% | 784k | 93.18 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 7.6 | $54M | +14% | 1.3M | 41.26 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.5 | $53M | +81% | 136k | 392.70 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 7.4 | $52M | +7% | 977k | 53.52 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 6.1 | $43M | 418k | 102.86 |
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| Vanguard Index Fds Value Etf (VTV) | 4.0 | $28M | -7% | 204k | 137.93 |
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| Microsoft Corporation (MSFT) | 3.0 | $21M | +2% | 67k | 315.75 |
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| Ishares Tr Core Msci Total (IXUS) | 2.9 | $21M | 348k | 59.99 |
|
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 2.7 | $19M | -49% | 332k | 57.93 |
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| Ishares Msci World Etf (URTH) | 2.5 | $18M | 149k | 120.17 |
|
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.5 | $18M | 41k | 427.48 |
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| Apple (AAPL) | 2.5 | $17M | +11% | 101k | 171.21 |
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| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 2.3 | $16M | 667k | 24.46 |
|
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| Ares Management Corporation Cl A Com Stk (ARES) | 2.1 | $15M | -33% | 144k | 102.87 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 1.9 | $14M | 657k | 20.99 |
|
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.7 | $12M | 147k | 80.97 |
|
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.4 | $9.8M | -3% | 170k | 57.60 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $9.5M | 45k | 212.41 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.9 | $6.6M | 24k | 272.31 |
|
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.9 | $6.4M | 214k | 30.15 |
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| Amazon (AMZN) | 0.9 | $6.1M | +14% | 48k | 127.12 |
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| Costco Wholesale Corporation (COST) | 0.6 | $4.5M | -5% | 8.0k | 564.96 |
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| Home Depot (HD) | 0.4 | $3.0M | +2% | 10k | 302.16 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.0M | +17% | 23k | 131.85 |
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| Sherwin-Williams Company (SHW) | 0.4 | $3.0M | -3% | 12k | 255.05 |
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| NVIDIA Corporation (NVDA) | 0.4 | $2.6M | -10% | 6.0k | 434.99 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $2.6M | +45% | 20k | 130.86 |
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| Merck & Co (MRK) | 0.4 | $2.5M | +2% | 24k | 102.95 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $2.4M | +12% | 20k | 117.58 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.3 | $2.3M | 67k | 34.02 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.3M | +8% | 6.4k | 350.30 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $2.2M | +14% | 5.2k | 429.43 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $2.2M | 9.2k | 234.91 |
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| Visa Com Cl A (V) | 0.3 | $2.1M | +15% | 9.1k | 230.01 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $2.0M | -6% | 4.0k | 506.17 |
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| Pepsi (PEP) | 0.3 | $2.0M | +7% | 12k | 169.44 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.9M | +3% | 12k | 155.75 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.7M | -20% | 4.3k | 395.91 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.7M | -40% | 3.2k | 537.13 |
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| Colgate-Palmolive Company (CL) | 0.2 | $1.6M | -2% | 23k | 71.11 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.5M | 10k | 151.82 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $1.5M | +22% | 10k | 145.02 |
|
| Nike CL B (NKE) | 0.2 | $1.5M | +14% | 15k | 95.62 |
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| Meta Platforms Cl A (META) | 0.2 | $1.5M | +16% | 4.9k | 300.21 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $1.3M | 4.6k | 292.29 |
|
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| Novo-nordisk A S Adr (NVO) | 0.2 | $1.3M | -3% | 14k | 90.94 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $1.3M | 12k | 103.32 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.2M | 11k | 107.14 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.2M | 5.9k | 203.63 |
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| Moody's Corporation (MCO) | 0.2 | $1.2M | 3.7k | 316.17 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.2M | -6% | 7.5k | 155.38 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.1M | 4.3k | 265.96 |
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| Ishares Msci Gbl Min Vol (ACWV) | 0.2 | $1.1M | 12k | 95.42 |
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| Quanta Services (PWR) | 0.2 | $1.1M | -58% | 5.9k | 187.07 |
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| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.2 | $1.1M | 19k | 55.97 |
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| Tesla Motors (TSLA) | 0.1 | $1.0M | +11% | 4.0k | 250.22 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $999k | 17k | 59.28 |
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| ConocoPhillips (COP) | 0.1 | $975k | +16% | 8.1k | 119.80 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $960k | +32% | 2.7k | 358.27 |
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| Danaher Corporation (DHR) | 0.1 | $949k | +58% | 3.8k | 248.10 |
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| Cintas Corporation (CTAS) | 0.1 | $945k | -55% | 2.0k | 481.01 |
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| Coupang Cl A (CPNG) | 0.1 | $941k | 55k | 17.00 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $938k | 25k | 37.95 |
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| Abbvie (ABBV) | 0.1 | $934k | +3% | 6.3k | 149.06 |
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| Chevron Corporation (CVX) | 0.1 | $892k | 5.3k | 168.62 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $826k | 2.7k | 307.11 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $823k | 17k | 48.93 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $815k | 14k | 58.28 |
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| Lgi Homes (LGIH) | 0.1 | $812k | 8.2k | 99.49 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $780k | +4% | 8.6k | 90.39 |
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| Walt Disney Company (DIS) | 0.1 | $769k | +17% | 9.5k | 81.05 |
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| UnitedHealth (UNH) | 0.1 | $730k | -19% | 1.4k | 504.19 |
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| salesforce (CRM) | 0.1 | $697k | +25% | 3.4k | 202.78 |
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| Republic Services (RSG) | 0.1 | $696k | -8% | 4.9k | 142.51 |
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| McDonald's Corporation (MCD) | 0.1 | $672k | +3% | 2.6k | 263.44 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $662k | -61% | 1.6k | 409.14 |
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| Evercore Class A (EVR) | 0.1 | $661k | 4.8k | 137.88 |
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| MDU Resources (MDU) | 0.1 | $656k | 34k | 19.58 |
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| Linde SHS (LIN) | 0.1 | $649k | -54% | 1.7k | 372.35 |
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| Motorola Solutions Com New (MSI) | 0.1 | $642k | -65% | 2.4k | 272.24 |
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| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $639k | +72% | 40k | 16.12 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $625k | +33% | 1.2k | 509.90 |
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| Ball Corporation (BALL) | 0.1 | $610k | -14% | 12k | 49.78 |
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| Procter & Gamble Company (PG) | 0.1 | $608k | +6% | 4.2k | 145.86 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $600k | +125% | 3.4k | 176.74 |
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| Abbott Laboratories (ABT) | 0.1 | $567k | +2% | 5.9k | 96.85 |
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| Coca-Cola Company (KO) | 0.1 | $538k | -7% | 9.6k | 55.98 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $520k | -2% | 4.5k | 115.01 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $506k | +62% | 7.3k | 69.25 |
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| Pfizer (PFE) | 0.1 | $502k | -7% | 15k | 33.17 |
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| Bristol Myers Squibb (BMY) | 0.1 | $497k | -2% | 8.6k | 58.04 |
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| Becton, Dickinson and (BDX) | 0.1 | $489k | -15% | 1.9k | 258.53 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $488k | +2% | 6.8k | 71.97 |
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| Servicenow (NOW) | 0.1 | $482k | +26% | 862.00 | 558.96 |
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| Cisco Systems (CSCO) | 0.1 | $473k | +4% | 8.8k | 53.76 |
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| Progressive Corporation (PGR) | 0.1 | $465k | -72% | 3.3k | 139.30 |
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| IDEXX Laboratories (IDXX) | 0.1 | $437k | 1.0k | 437.27 |
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| TJX Companies (TJX) | 0.1 | $425k | +40% | 4.8k | 88.88 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $416k | 8.0k | 51.87 |
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| Waste Management (WM) | 0.1 | $413k | +3% | 2.7k | 152.44 |
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| Knife River Corp Common Stock (KNF) | 0.1 | $409k | 8.4k | 48.83 |
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| Philip Morris International (PM) | 0.1 | $409k | +6% | 4.4k | 92.58 |
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| BlackRock (BLK) | 0.1 | $405k | +64% | 626.00 | 646.49 |
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| ON Semiconductor (ON) | 0.1 | $396k | -60% | 4.3k | 92.95 |
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| Analog Devices (ADI) | 0.1 | $386k | +4% | 2.2k | 175.09 |
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| Advanced Micro Devices (AMD) | 0.1 | $379k | 3.7k | 102.82 |
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| Cigna Corp (CI) | 0.1 | $379k | 1.3k | 286.07 |
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| Phillips 66 (PSX) | 0.1 | $374k | 3.1k | 120.15 |
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| Netflix (NFLX) | 0.1 | $373k | +13% | 988.00 | 377.60 |
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| Wal-Mart Stores (WMT) | 0.1 | $367k | +2% | 2.3k | 159.93 |
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| Starbucks Corporation (SBUX) | 0.1 | $363k | +24% | 4.0k | 91.27 |
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| Bank of America Corporation (BAC) | 0.1 | $362k | +42% | 13k | 27.38 |
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| Honeywell International (HON) | 0.1 | $357k | +47% | 1.9k | 184.74 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $355k | -45% | 1.9k | 189.07 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $337k | -35% | 2.2k | 151.34 |
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| CSX Corporation (CSX) | 0.0 | $336k | +2% | 11k | 30.75 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $332k | +12% | 3.3k | 101.86 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $331k | 6.3k | 52.49 |
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| Qualcomm (QCOM) | 0.0 | $330k | +11% | 3.0k | 111.06 |
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| Stryker Corporation (SYK) | 0.0 | $329k | +44% | 1.2k | 273.27 |
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| Broadcom (AVGO) | 0.0 | $327k | +4% | 394.00 | 830.58 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $323k | +2% | 2.0k | 159.49 |
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| Waste Connections (WCN) | 0.0 | $321k | -77% | 2.4k | 134.30 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $316k | +45% | 4.6k | 68.92 |
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| Lam Research Corporation (LRCX) | 0.0 | $308k | +4% | 492.00 | 626.77 |
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| Enterprise Products Partners (EPD) | 0.0 | $308k | 11k | 27.37 |
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| Palo Alto Networks (PANW) | 0.0 | $303k | +12% | 1.3k | 234.44 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $299k | +30% | 6.7k | 44.34 |
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| Iqvia Holdings (IQV) | 0.0 | $298k | 1.5k | 196.75 |
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| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.0 | $295k | 7.6k | 38.74 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $294k | -6% | 3.4k | 86.90 |
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| International Business Machines (IBM) | 0.0 | $292k | +3% | 2.1k | 140.30 |
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| Oracle Corporation (ORCL) | 0.0 | $291k | 2.7k | 105.92 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $290k | -3% | 834.00 | 347.74 |
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| Intel Corporation (INTC) | 0.0 | $286k | -41% | 8.0k | 35.55 |
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| Marriott Intl Cl A (MAR) | 0.0 | $276k | 1.4k | 196.62 |
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| Zoetis Cl A (ZTS) | 0.0 | $276k | -51% | 1.6k | 173.98 |
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| Apollo Global Mgmt (APO) | 0.0 | $270k | 3.0k | 89.76 |
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| Boeing Company (BA) | 0.0 | $269k | +5% | 1.4k | 191.68 |
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| Altria (MO) | 0.0 | $266k | +39% | 6.3k | 42.05 |
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| Microchip Technology (MCHP) | 0.0 | $266k | NEW | 3.4k | 78.05 |
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| Franklin Resources (BEN) | 0.0 | $262k | 11k | 24.58 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $258k | 4.2k | 61.89 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $257k | +9% | 312.00 | 822.96 |
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| Automatic Data Processing (ADP) | 0.0 | $256k | +5% | 1.1k | 240.58 |
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| Spdr Ser Tr Russell Yield (ONEY) | 0.0 | $239k | 2.6k | 91.42 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $238k | 3.2k | 74.41 |
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| Monster Beverage Corp (MNST) | 0.0 | $237k | NEW | 4.5k | 52.95 |
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| Tractor Supply Company (TSCO) | 0.0 | $232k | -67% | 1.1k | 203.05 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $228k | 2.1k | 109.66 |
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| Medtronic SHS (MDT) | 0.0 | $226k | +24% | 2.9k | 78.36 |
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| Xylem (XYL) | 0.0 | $225k | +5% | 2.5k | 91.03 |
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| Dbx Etf Tr Xtrack Msci All (DBAW) | 0.0 | $225k | 7.9k | 28.51 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $224k | +5% | 3.0k | 75.66 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $224k | 4.5k | 49.66 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $223k | -58% | 507.00 | 440.19 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $222k | +12% | 377.00 | 588.66 |
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| Citigroup Com New (C) | 0.0 | $221k | NEW | 5.4k | 41.13 |
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| Fiserv (FI) | 0.0 | $218k | +8% | 1.9k | 112.96 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $216k | NEW | 3.2k | 67.72 |
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| Halliburton Company (HAL) | 0.0 | $214k | NEW | 5.3k | 40.50 |
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| Verizon Communications (VZ) | 0.0 | $211k | NEW | 6.5k | 32.41 |
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| Carrier Global Corporation (CARR) | 0.0 | $211k | NEW | 3.8k | 55.20 |
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| General Motors Company (GM) | 0.0 | $204k | NEW | 6.2k | 32.97 |
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| Mettler-Toledo International (MTD) | 0.0 | $203k | +2% | 183.00 | 1108.07 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $202k | 1.3k | 159.01 |
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| Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 0.0 | $201k | 5.0k | 40.27 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $201k | 4.0k | 50.18 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $188k | 5.1k | 36.90 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $172k | 1.6k | 107.64 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $170k | +4% | 792.00 | 214.18 |
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| Ford Motor Company (F) | 0.0 | $164k | +8% | 13k | 12.42 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $156k | +47% | 1.7k | 91.82 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $147k | 2.0k | 74.62 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $142k | NEW | 342.00 | 414.90 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $140k | +9% | 29k | 4.84 |
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| Ishares Em Mkts Div Etf (DVYE) | 0.0 | $138k | 5.8k | 23.82 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $138k | -71% | 1.9k | 70.76 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $131k | +56% | 4.0k | 33.17 |
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| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $118k | 1.2k | 100.10 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $116k | +10% | 2.0k | 57.15 |
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| Ishares Tr U.s. Pharma Etf (IHE) | 0.0 | $115k | 650.00 | 176.98 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $114k | 12k | 9.81 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $110k | NEW | 774.00 | 141.69 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $100k | 401.00 | 249.35 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $86k | 2.1k | 41.03 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $84k | 972.00 | 86.30 |
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| Ishares Tr Global Tech Etf (IXN) | 0.0 | $82k | 1.4k | 57.84 |
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| Ishares Tr Short Treas Bd (SHV) | 0.0 | $80k | 727.00 | 110.47 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $77k | -39% | 2.0k | 39.21 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $69k | +4% | 1.6k | 41.93 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $69k | NEW | 535.00 | 128.74 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $58k | -25% | 894.00 | 64.35 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $55k | NEW | 1.7k | 32.99 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $54k | NEW | 570.00 | 94.33 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $53k | NEW | 329.00 | 160.98 |
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| Ishares Tr Mbs Etf (MBB) | 0.0 | $48k | 544.00 | 88.80 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $45k | 95.00 | 473.65 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.0 | $44k | NEW | 540.00 | 80.54 |
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| Vanguard World Fds Industrial Etf (VIS) | 0.0 | $44k | NEW | 223.00 | 194.98 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $40k | 1.5k | 26.21 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $40k | 800.00 | 49.85 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $35k | 386.00 | 91.59 |
|
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $34k | -61% | 971.00 | 35.07 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $34k | -83% | 738.00 | 45.70 |
|
| Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $34k | NEW | 184.00 | 182.67 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.0 | $29k | +12% | 1.2k | 24.80 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $29k | NEW | 438.00 | 65.57 |
|
| Vanguard World Fds Energy Etf (VDE) | 0.0 | $25k | NEW | 200.00 | 126.74 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $25k | 398.00 | 63.49 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $25k | 500.00 | 49.53 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $21k | 204.00 | 101.38 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $20k | +135% | 217.00 | 94.19 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $17k | 105.00 | 163.93 |
|
|
| Ishares Tr Gbl Comm Svc Etf (IXP) | 0.0 | $16k | NEW | 236.00 | 68.31 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $14k | 72.00 | 194.76 |
|
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $13k | NEW | 162.00 | 78.55 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $9.6k | NEW | 46.00 | 208.24 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $8.6k | NEW | 43.00 | 200.65 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $8.0k | NEW | 142.00 | 56.47 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $3.5k | 34.00 | 103.71 |
|
|
| Ishares Tr Us Regnl Bks Etf (IAT) | 0.0 | $3.4k | 100.00 | 33.60 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $0 | 0 | 0.00 |
|
Past Filings by Angeles Wealth Management
SEC 13F filings are viewable for Angeles Wealth Management going back to 2022
- Angeles Wealth Management 2023 Q3 filed Oct. 27, 2023
- Angeles Wealth Management 2023 Q2 filed Aug. 10, 2023
- Angeles Wealth Management 2023 Q1 filed May 11, 2023
- Angeles Wealth Management 2022 Q4 filed Feb. 14, 2023
- Angeles Wealth Management 2022 Q3 filed Nov. 3, 2022
- Angeles Wealth Management 2022 Q2 filed Aug. 4, 2022
- Angeles Wealth Management 2022 Q1 filed May 16, 2022