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, VXUS, VOO, and represent 42.44% of Angeles Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VYM (+$17M), VOO (+$15M), VT (+$11M), SPYV (+$11M), VXUS (+$8.0M), IDV (+$7.2M), AVGO (+$6.6M), SPY (+$5.9M), EFA (+$5.8M), AAPL (+$5.2M).
- Started 90 new stock positions in APO.PA, CFG, D, GXDW, GSLC, WBD, BBVA, XSW, CEG, DTST.
- Reduced shares in these 10 stocks: ARES (-$33M), VTV, IWF, BABA, DFUV, SPYG, SUB, VIG, VTIP, IVV.
- Sold out of its positions in ENFR, WRB, BRO, CHWY, ED, DXCM, FI, BTC, DVYE, EMB.
- Angeles Wealth Management was a net buyer of stock by $153M.
- Angeles Wealth Management has $1.8B in assets under management (AUM), dropping by 11.20%.
- Central Index Key (CIK): 0001929170
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Portfolio Holdings for Angeles Wealth Management
Angeles Wealth Management holds 465 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard World Mega Grwth Ind (MGK) | 13.4 | $243M | 590k | 412.77 |
|
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 11.1 | $202M | +5% | 1.4M | 141.06 |
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| Spdr Series Trust State Street Spd (SPYV) | 6.5 | $118M | +9% | 2.1M | 56.81 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 5.8 | $105M | +8% | 1.4M | 75.44 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.6 | $102M | +16% | 163k | 627.13 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 4.2 | $76M | +7% | 2.3M | 32.62 |
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| Ishares Tr National Mun Etf (MUB) | 4.2 | $75M | +5% | 703k | 107.11 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 3.4 | $62M | +5% | 737k | 83.61 |
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| Vanguard Index Fds Value Etf (VTV) | 2.7 | $49M | -4% | 254k | 190.99 |
|
| Microsoft Corporation (MSFT) | 2.6 | $48M | +10% | 98k | 483.62 |
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| Apple (AAPL) | 2.5 | $46M | +12% | 168k | 271.86 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.1 | $38M | +18% | 55k | 683.70 |
|
| NVIDIA Corporation (NVDA) | 1.5 | $28M | +6% | 149k | 186.50 |
|
| Ishares Msci Japan Etf (EWJ) | 1.5 | $26M | +6% | 327k | 80.74 |
|
| Spdr Series Trust State Street Spd (SJNK) | 1.4 | $26M | +12% | 1.0M | 25.32 |
|
| Ishares Msci World Etf (URTH) | 1.3 | $23M | +2% | 122k | 185.77 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $19M | +3% | 56k | 335.27 |
|
| Amazon (AMZN) | 1.0 | $18M | +15% | 80k | 230.82 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.0 | $18M | +1456% | 123k | 143.52 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.9 | $15M | 183k | 84.64 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $15M | +18% | 49k | 313.80 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $15M | +24% | 49k | 313.00 |
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| Broadcom (AVGO) | 0.7 | $14M | +94% | 39k | 346.10 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $13M | 26k | 487.86 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $11M | 22k | 502.65 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $11M | +18% | 34k | 322.22 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $9.1M | +60% | 110k | 82.82 |
|
| Visa Com Cl A (V) | 0.5 | $9.0M | +7% | 26k | 350.72 |
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| Costco Wholesale Corporation (COST) | 0.5 | $8.7M | -2% | 10k | 862.31 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.5 | $8.6M | +13% | 410k | 21.00 |
|
| Meta Platforms Cl A (META) | 0.5 | $8.6M | +5% | 13k | 660.08 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $8.1M | +11% | 263k | 30.96 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $7.2M | +22% | 6.7k | 1074.68 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.4 | $7.2M | NEW | 182k | 39.45 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $6.7M | +660% | 70k | 96.03 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.4 | $6.6M | +34% | 65k | 101.67 |
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| Tesla Motors (TSLA) | 0.3 | $5.2M | +7% | 12k | 449.72 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $5.1M | -3% | 81k | 62.47 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $5.0M | +19% | 17k | 304.66 |
|
| Home Depot (HD) | 0.3 | $4.7M | +6% | 14k | 344.10 |
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| Abbvie (ABBV) | 0.3 | $4.7M | +36% | 20k | 228.50 |
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| Wells Fargo & Company (WFC) | 0.2 | $4.5M | +6% | 49k | 93.20 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $4.5M | +13% | 7.9k | 570.88 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $4.4M | -20% | 30k | 146.58 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $4.1M | -15% | 38k | 106.70 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $4.0M | +1591% | 44k | 90.00 |
|
| Johnson & Johnson (JNJ) | 0.2 | $3.9M | +20% | 19k | 206.95 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $3.9M | 12k | 324.03 |
|
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $3.8M | 5.00 | 754800.00 |
|
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $3.7M | +94% | 68k | 53.76 |
|
| Merck & Co (MRK) | 0.2 | $3.7M | +3% | 34k | 106.12 |
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| Ge Aerospace Com New (GE) | 0.2 | $3.6M | +2% | 12k | 308.40 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $3.5M | +25% | 29k | 120.34 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $3.3M | -28% | 7.1k | 473.27 |
|
| Cintas Corporation (CTAS) | 0.2 | $3.0M | +82% | 16k | 188.07 |
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| Quanta Services (PWR) | 0.2 | $2.9M | 6.9k | 422.06 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $2.8M | +8% | 108k | 26.23 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $2.8M | 4.9k | 579.88 |
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| Intuit (INTU) | 0.2 | $2.8M | +3% | 4.2k | 662.43 |
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| Pepsi (PEP) | 0.2 | $2.7M | +31% | 19k | 144.71 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $2.6M | +5% | 4.6k | 566.36 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.6M | -13% | 3.7k | 684.92 |
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| Netflix (NFLX) | 0.1 | $2.5M | +926% | 27k | 93.76 |
|
| Wal-Mart Stores (WMT) | 0.1 | $2.4M | +35% | 22k | 111.62 |
|
| Bank of America Corporation (BAC) | 0.1 | $2.4M | +8% | 44k | 55.00 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.3M | +36% | 13k | 183.40 |
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| Carter's (CRI) | 0.1 | $2.3M | 71k | 32.43 |
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| Cigna Corp (CI) | 0.1 | $2.2M | 7.9k | 275.22 |
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| McDonald's Corporation (MCD) | 0.1 | $2.1M | +81% | 7.0k | 305.61 |
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| TJX Companies (TJX) | 0.1 | $2.1M | +54% | 14k | 153.61 |
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| Colgate-Palmolive Company (CL) | 0.1 | $2.1M | -7% | 26k | 79.02 |
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| Moody's Corporation (MCO) | 0.1 | $2.1M | 4.0k | 510.85 |
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| Ge Vernova (GEV) | 0.1 | $2.1M | +2% | 3.1k | 653.57 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.0M | +3% | 13k | 154.14 |
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| Cisco Systems (CSCO) | 0.1 | $2.0M | +34% | 26k | 77.03 |
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| Qualcomm (QCOM) | 0.1 | $2.0M | +4% | 12k | 171.05 |
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| Chevron Corporation (CVX) | 0.1 | $2.0M | +21% | 13k | 152.41 |
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| Union Pacific Corporation (UNP) | 0.1 | $2.0M | +33% | 8.5k | 231.32 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $1.9M | 77k | 24.04 |
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| Micron Technology (MU) | 0.1 | $1.8M | +35% | 6.5k | 285.51 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $1.8M | 68k | 27.21 |
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| Uber Technologies (UBER) | 0.1 | $1.8M | 22k | 81.71 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.8M | +62% | 14k | 123.26 |
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| Evercore Class A (EVR) | 0.1 | $1.6M | 4.8k | 340.25 |
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| Fox Factory Hldg (FOXF) | 0.1 | $1.6M | +102% | 95k | 17.11 |
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| Abbott Laboratories (ABT) | 0.1 | $1.6M | +14% | 12k | 125.29 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.6M | +60% | 6.3k | 246.16 |
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| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $1.5M | 81k | 19.14 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $1.5M | -5% | 15k | 100.38 |
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| Goldman Sachs (GS) | 0.1 | $1.5M | +95% | 1.7k | 878.98 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.5M | +3% | 23k | 66.00 |
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| Ea Series Trust Freedom 100 Em (FRDM) | 0.1 | $1.5M | +19% | 30k | 51.27 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $1.5M | 13k | 113.10 |
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| Ford Motor Company (F) | 0.1 | $1.5M | 113k | 13.12 |
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| Coupang Cl A (CPNG) | 0.1 | $1.5M | 63k | 23.59 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $1.5M | -95% | 9.0k | 161.63 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.5M | +5% | 6.9k | 210.34 |
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| Polaris Industries (PII) | 0.1 | $1.4M | 23k | 63.25 |
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| Eaton Corp SHS (ETN) | 0.1 | $1.4M | +262% | 4.5k | 318.51 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $1.4M | +33% | 8.1k | 171.37 |
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| Oracle Corporation (ORCL) | 0.1 | $1.4M | +13% | 7.1k | 194.91 |
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| Philip Morris International (PM) | 0.1 | $1.4M | +13% | 8.5k | 161.79 |
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| Servicenow (NOW) | 0.1 | $1.4M | +427% | 9.0k | 153.19 |
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| International Business Machines (IBM) | 0.1 | $1.4M | +21% | 4.6k | 296.21 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.4M | +8% | 7.7k | 177.75 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.3M | +13% | 2.2k | 614.30 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.3M | -28% | 6.1k | 219.77 |
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| Hca Holdings (HCA) | 0.1 | $1.3M | +182% | 2.9k | 466.86 |
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| Cummins (CMI) | 0.1 | $1.3M | +24% | 2.6k | 510.45 |
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| American Express Company (AXP) | 0.1 | $1.3M | +22% | 3.6k | 369.95 |
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| Danaher Corporation (DHR) | 0.1 | $1.3M | +34% | 5.8k | 229.19 |
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| Progressive Corporation (PGR) | 0.1 | $1.3M | +36% | 5.8k | 227.72 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.3M | +57% | 4.9k | 268.30 |
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| Walt Disney Company (DIS) | 0.1 | $1.3M | +8% | 11k | 114.49 |
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| Blackrock (BLK) | 0.1 | $1.3M | +38% | 1.2k | 1070.34 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.3M | +16% | 6.0k | 214.16 |
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| salesforce (CRM) | 0.1 | $1.2M | -3% | 4.7k | 265.32 |
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| Booking Holdings (BKNG) | 0.1 | $1.2M | -2% | 233.00 | 5355.33 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $1.2M | -2% | 18k | 68.36 |
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| Applied Materials (AMAT) | 0.1 | $1.2M | +78% | 4.8k | 256.99 |
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| Coca-Cola Company (KO) | 0.1 | $1.2M | +23% | 17k | 69.91 |
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| Procter & Gamble Company (PG) | 0.1 | $1.2M | +60% | 8.3k | 143.31 |
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| Analog Devices (ADI) | 0.1 | $1.2M | +21% | 4.3k | 271.20 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.2M | +392% | 1.5k | 753.80 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $1.2M | -6% | 14k | 82.48 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.1M | +10% | 6.5k | 177.53 |
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| Linde SHS (LIN) | 0.1 | $1.1M | 2.7k | 426.39 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.1M | +40% | 13k | 89.46 |
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| Bristol Myers Squibb (BMY) | 0.1 | $1.1M | +56% | 21k | 53.94 |
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| Amphenol Corp Cl A (APH) | 0.1 | $1.1M | +11% | 8.3k | 135.39 |
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| Waste Management (WM) | 0.1 | $1.1M | -4% | 5.0k | 219.71 |
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| Republic Services (RSG) | 0.1 | $1.1M | +4% | 5.1k | 211.93 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $1.1M | +20% | 11k | 99.91 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.1M | 13k | 81.17 |
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| UnitedHealth (UNH) | 0.1 | $1.0M | +14% | 3.2k | 330.16 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $1.0M | +6% | 3.7k | 276.10 |
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| Enterprise Products Partners (EPD) | 0.1 | $993k | 31k | 32.06 |
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| Lowe's Companies (LOW) | 0.1 | $989k | +15% | 4.1k | 241.16 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $943k | +52% | 2.0k | 483.67 |
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| Whirlpool Corporation (WHR) | 0.1 | $940k | +264% | 13k | 72.14 |
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| Motorola Solutions Com New (MSI) | 0.1 | $923k | +3% | 2.4k | 384.52 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $907k | +11% | 2.6k | 349.99 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $891k | +113% | 20k | 44.71 |
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| ConocoPhillips (COP) | 0.0 | $889k | +10% | 9.5k | 93.61 |
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| Neuberger Berman Etf Trust Short Duration I (NBSD) | 0.0 | $885k | NEW | 17k | 51.18 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $880k | 7.3k | 120.18 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $865k | 2.2k | 396.31 |
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| Nike CL B (NKE) | 0.0 | $851k | 13k | 64.13 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $830k | +187% | 7.1k | 117.21 |
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| Caterpillar (CAT) | 0.0 | $827k | +39% | 1.4k | 572.89 |
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| Toast Cl A (TOST) | 0.0 | $814k | 23k | 35.51 |
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| IDEXX Laboratories (IDXX) | 0.0 | $798k | 1.2k | 676.53 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $785k | -48% | 7.4k | 106.70 |
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| Metropcs Communications (TMUS) | 0.0 | $784k | +7% | 3.9k | 203.04 |
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| Palo Alto Networks (PANW) | 0.0 | $775k | +10% | 4.2k | 184.20 |
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| Amplify Etf Tr Amplify Junior S (SILJ) | 0.0 | $773k | 28k | 27.67 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $766k | +5% | 11k | 67.22 |
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| Advisorshares Tr Pure Cannabis (YOLO) | 0.0 | $765k | NEW | 232k | 3.30 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $765k | +8% | 7.9k | 96.27 |
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| Williams Companies (WMB) | 0.0 | $755k | +255% | 13k | 60.11 |
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| Nextera Energy (NEE) | 0.0 | $745k | +107% | 9.3k | 80.28 |
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| Everus Constr Group (ECG) | 0.0 | $738k | +2% | 8.6k | 85.56 |
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| Insulet Corporation (PODD) | 0.0 | $736k | 2.6k | 284.24 |
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| Phillips 66 (PSX) | 0.0 | $715k | +34% | 5.5k | 129.04 |
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| Safehold (SAFE) | 0.0 | $711k | 51k | 13.87 |
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| 3M Company (MMM) | 0.0 | $710k | +26% | 4.4k | 160.10 |
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| Apollo Global Mgmt (APO) | 0.0 | $703k | -2% | 4.9k | 144.75 |
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| Intel Corporation (INTC) | 0.0 | $700k | +11% | 19k | 36.90 |
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| Citigroup Com New (C) | 0.0 | $677k | +9% | 5.8k | 116.69 |
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| MDU Resources (MDU) | 0.0 | $674k | +2% | 34k | 19.66 |
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| Stryker Corporation (SYK) | 0.0 | $672k | +26% | 1.9k | 352.22 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $667k | +124% | 3.8k | 173.49 |
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| Amgen (AMGN) | 0.0 | $663k | +102% | 2.0k | 327.32 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $658k | -4% | 2.3k | 290.25 |
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| At&t (T) | 0.0 | $657k | +77% | 26k | 24.84 |
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| RBC Bearings Incorporated (RBC) | 0.0 | $650k | +19% | 1.4k | 448.43 |
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| Capital One Financial (COF) | 0.0 | $639k | +73% | 2.6k | 242.36 |
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| Zions Bancorporation (ZION) | 0.0 | $628k | NEW | 11k | 58.54 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $615k | -4% | 5.5k | 111.78 |
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| Boston Scientific Corporation (BSX) | 0.0 | $613k | +17% | 6.4k | 95.35 |
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| Cognyte Software Ord Shs (CGNT) | 0.0 | $605k | 64k | 9.40 |
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| Knife River Corp Common Stock (KNF) | 0.0 | $603k | 8.6k | 70.35 |
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| Ecolab (ECL) | 0.0 | $595k | +13% | 2.3k | 263.15 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $584k | +128% | 4.1k | 143.97 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $582k | +441% | 11k | 54.77 |
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| Altria (MO) | 0.0 | $578k | 9.8k | 58.72 |
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| Sap Se Spon Adr (SAP) | 0.0 | $571k | +10% | 2.4k | 242.91 |
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| American Tower Reit (AMT) | 0.0 | $567k | +96% | 3.2k | 176.91 |
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| Us Bancorp Del Com New (USB) | 0.0 | $562k | 10k | 53.88 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $559k | 1.9k | 302.11 |
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| Monster Beverage Corp (MNST) | 0.0 | $554k | +54% | 7.2k | 76.67 |
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| PerkinElmer (RVTY) | 0.0 | $551k | 5.7k | 96.75 |
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| Caretrust Reit (CTRE) | 0.0 | $548k | NEW | 15k | 36.49 |
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| Doordash Cl A (DASH) | 0.0 | $545k | +6% | 2.4k | 226.48 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $539k | +3% | 1.2k | 468.76 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $538k | -8% | 2.1k | 257.93 |
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| Medpace Hldgs (MEDP) | 0.0 | $534k | +3% | 951.00 | 561.65 |
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| S&p Global (SPGI) | 0.0 | $534k | +47% | 1.0k | 522.59 |
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| Medtronic SHS (MDT) | 0.0 | $531k | +36% | 5.5k | 96.73 |
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| Deere & Company (DE) | 0.0 | $530k | +28% | 1.1k | 467.19 |
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| Chubb (CB) | 0.0 | $530k | +12% | 1.7k | 313.09 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $530k | +16% | 1.2k | 453.36 |
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| Boeing Company (BA) | 0.0 | $526k | -21% | 2.4k | 217.12 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $518k | +17% | 4.5k | 116.10 |
|
| Gilead Sciences (GILD) | 0.0 | $515k | +9% | 4.2k | 122.74 |
|
| Starbucks Corporation (SBUX) | 0.0 | $510k | +124% | 6.1k | 84.21 |
|
| Daily Journal Corporation (DJCO) | 0.0 | $509k | -8% | 1.0k | 487.32 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $508k | +3% | 839.00 | 605.01 |
|
| CommVault Systems (CVLT) | 0.0 | $504k | +3% | 4.0k | 125.36 |
|
| Kinder Morgan (KMI) | 0.0 | $502k | +4% | 18k | 27.49 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $499k | 6.8k | 73.56 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $496k | +12% | 1.9k | 258.87 |
|
| Kla Corp Com New (KLAC) | 0.0 | $495k | +12% | 407.00 | 1215.08 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $493k | NEW | 6.5k | 76.23 |
|
| Honeywell International (HON) | 0.0 | $489k | +13% | 2.8k | 175.41 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $479k | 18k | 27.43 |
|
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $479k | +56% | 1.9k | 250.88 |
|
| Cyberark Software SHS (CYBR) | 0.0 | $476k | -12% | 1.1k | 446.06 |
|
| Pan American Silver Corp Can (PAAS) | 0.0 | $473k | 9.1k | 51.81 |
|
|
| Guidewire Software (GWRE) | 0.0 | $472k | 2.3k | 201.01 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $471k | +5% | 2.4k | 194.11 |
|
| Verizon Communications (VZ) | 0.0 | $468k | +19% | 12k | 40.73 |
|
| Valero Energy Corporation (VLO) | 0.0 | $468k | 2.9k | 162.80 |
|
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $467k | -23% | 6.2k | 75.91 |
|
| McKesson Corporation (MCK) | 0.0 | $465k | +6% | 566.00 | 821.09 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $463k | 9.9k | 46.81 |
|
|
| AeroVironment (AVAV) | 0.0 | $463k | -14% | 1.9k | 241.89 |
|
| Crown Castle Intl (CCI) | 0.0 | $459k | +78% | 5.2k | 88.87 |
|
| W.W. Grainger (GWW) | 0.0 | $449k | +42% | 445.00 | 1008.20 |
|
| Globus Med Cl A (GMED) | 0.0 | $447k | 5.1k | 87.31 |
|
|
| Liveramp Holdings (RAMP) | 0.0 | $442k | 15k | 29.37 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $441k | +20% | 3.2k | 137.89 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.0 | $437k | 12k | 38.03 |
|
|
| Exelixis (EXEL) | 0.0 | $435k | NEW | 9.9k | 43.83 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $433k | NEW | 2.0k | 212.07 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $432k | +16% | 641.00 | 673.82 |
|
| Winnebago Industries (WGO) | 0.0 | $432k | 11k | 40.52 |
|
|
| Corning Incorporated (GLW) | 0.0 | $431k | +15% | 4.9k | 87.56 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $426k | +2% | 3.5k | 120.15 |
|
| EOG Resources (EOG) | 0.0 | $424k | +19% | 4.0k | 105.01 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $413k | 1.1k | 360.13 |
|
|
| Xylem (XYL) | 0.0 | $412k | +11% | 3.0k | 136.18 |
|
| Cme (CME) | 0.0 | $409k | +97% | 1.5k | 273.08 |
|
| Las Vegas Sands (LVS) | 0.0 | $407k | +24% | 6.2k | 65.09 |
|
| PNC Financial Services (PNC) | 0.0 | $402k | +53% | 1.9k | 208.73 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $401k | +6% | 1.4k | 287.25 |
|
| Emerson Electric (EMR) | 0.0 | $394k | +38% | 3.0k | 132.74 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $389k | -67% | 8.4k | 46.59 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $386k | -54% | 7.8k | 49.46 |
|
| Sea Sponsord Ads (SE) | 0.0 | $385k | +29% | 3.0k | 127.57 |
|
| Bio-techne Corporation (TECH) | 0.0 | $384k | +14% | 6.5k | 58.81 |
|
| O'reilly Automotive (ORLY) | 0.0 | $382k | +20% | 4.2k | 91.21 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $379k | +10% | 8.3k | 45.54 |
|
| Ball Corporation (BALL) | 0.0 | $378k | -33% | 7.1k | 52.97 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $376k | +39% | 351.00 | 1069.86 |
|
| Fortinet (FTNT) | 0.0 | $373k | 4.7k | 79.41 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $372k | 652.00 | 570.21 |
|
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.0 | $371k | NEW | 4.0k | 93.00 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $368k | 9.3k | 39.59 |
|
|
| Allstate Corporation (ALL) | 0.0 | $366k | +10% | 1.8k | 209.14 |
|
| Digital Realty Trust (DLR) | 0.0 | $364k | NEW | 2.3k | 155.13 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $360k | 1.6k | 223.23 |
|
|
| Dominion Resources (D) | 0.0 | $359k | NEW | 6.1k | 58.59 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.0 | $358k | 10k | 34.46 |
|
|
| FedEx Corporation (FDX) | 0.0 | $356k | +19% | 1.2k | 290.27 |
|
| Pfizer (PFE) | 0.0 | $355k | +24% | 14k | 24.90 |
|
| American Electric Power Company (AEP) | 0.0 | $355k | +8% | 3.1k | 115.31 |
|
| Tractor Supply Company (TSCO) | 0.0 | $354k | +6% | 7.1k | 50.01 |
|
| Extra Space Storage (EXR) | 0.0 | $353k | NEW | 2.7k | 130.22 |
|
| Boeing Dep Conv Pfd A (BA.PA) | 0.0 | $351k | NEW | 5.0k | 70.20 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $350k | 5.7k | 61.36 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $347k | 1.9k | 185.62 |
|
|
| Prologis (PLD) | 0.0 | $343k | NEW | 2.7k | 127.67 |
|
| Shell Spon Ads (SHEL) | 0.0 | $338k | +13% | 4.6k | 73.48 |
|
| AutoZone (AZO) | 0.0 | $336k | +2% | 99.00 | 3391.51 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $334k | +3% | 2.1k | 156.80 |
|
| Repligen Corporation (RGEN) | 0.0 | $333k | +6% | 2.0k | 163.86 |
|
| Sixth Street Specialty Lending (TSLX) | 0.0 | $333k | NEW | 15k | 22.18 |
|
| Ncino (NCNO) | 0.0 | $331k | +20% | 13k | 25.64 |
|
| CSX Corporation (CSX) | 0.0 | $330k | +21% | 9.1k | 36.25 |
|
| Halliburton Company (HAL) | 0.0 | $327k | +2% | 12k | 28.26 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $324k | NEW | 16k | 20.23 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $323k | 1.2k | 258.79 |
|
|
| Fair Isaac Corporation (FICO) | 0.0 | $321k | NEW | 190.00 | 1690.62 |
|
| Zoetis Cl A (ZTS) | 0.0 | $320k | -15% | 2.5k | 125.82 |
|
| Hartford Financial Services (HIG) | 0.0 | $320k | +14% | 2.3k | 138.37 |
|
| Cardinal Health (CAH) | 0.0 | $312k | 1.5k | 205.50 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $311k | +22% | 354.00 | 878.96 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $311k | +569% | 2.0k | 154.80 |
|
| Church & Dwight (CHD) | 0.0 | $310k | +7% | 3.7k | 83.85 |
|
| General Motors Company (GM) | 0.0 | $307k | +5% | 3.8k | 81.32 |
|
| Nvent Electric SHS (NVT) | 0.0 | $307k | +12% | 3.0k | 101.97 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $306k | +5% | 2.3k | 131.03 |
|
| Synopsys (SNPS) | 0.0 | $306k | +9% | 652.00 | 469.72 |
|
| Fifth Third Ban (FITB) | 0.0 | $304k | +2% | 6.4k | 47.21 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $297k | NEW | 10k | 28.82 |
|
| Illinois Tool Works (ITW) | 0.0 | $294k | -15% | 1.2k | 247.91 |
|
| ResMed (RMD) | 0.0 | $293k | 1.2k | 240.87 |
|
|
| Snowflake Com Shs (SNOW) | 0.0 | $291k | -4% | 1.3k | 219.36 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $291k | +266% | 2.4k | 119.41 |
|
| Innventure (INV) | 0.0 | $288k | 69k | 4.18 |
|
|
| State Street Corporation (STT) | 0.0 | $288k | +2% | 2.2k | 129.01 |
|
| Hess Midstream Cl A Shs (HESM) | 0.0 | $286k | NEW | 8.3k | 34.50 |
|
| Realty Income (O) | 0.0 | $285k | NEW | 5.0k | 56.64 |
|
| General Dynamics Corporation (GD) | 0.0 | $278k | +37% | 827.00 | 336.66 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $277k | 2.5k | 109.91 |
|
|
| Iqvia Holdings (IQV) | 0.0 | $276k | +8% | 1.2k | 225.41 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $276k | +18% | 1.7k | 162.63 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $276k | 3.9k | 71.41 |
|
|
| Trinity Cap (TRIN) | 0.0 | $272k | NEW | 19k | 14.65 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $268k | +69% | 2.7k | 99.88 |
|
| Domino's Pizza (DPZ) | 0.0 | $267k | +24% | 641.00 | 416.82 |
|
| Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ) | 0.0 | $266k | NEW | 4.8k | 55.77 |
|
| PG&E Corporation (PCG) | 0.0 | $261k | +26% | 16k | 16.12 |
|
| Trane Technologies SHS (TT) | 0.0 | $260k | +37% | 669.00 | 389.30 |
|
| Franklin Resources (BEN) | 0.0 | $259k | 11k | 24.22 |
|
|
| West Pharmaceutical Services (WST) | 0.0 | $259k | 940.00 | 275.14 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $258k | +28% | 5.1k | 50.88 |
|
| Oneok (OKE) | 0.0 | $256k | +25% | 3.5k | 73.50 |
|
| Travelers Companies (TRV) | 0.0 | $253k | NEW | 872.00 | 290.06 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $252k | 780.00 | 323.01 |
|
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $252k | NEW | 1.9k | 132.37 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $251k | NEW | 4.9k | 50.79 |
|
| Fastenal Company (FAST) | 0.0 | $249k | 6.2k | 40.13 |
|
|
| Ventas (VTR) | 0.0 | $249k | +10% | 3.2k | 77.86 |
|
| Cadence Design Systems (CDNS) | 0.0 | $247k | +10% | 789.00 | 312.58 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $246k | NEW | 2.9k | 85.37 |
|
| Qualys (QLYS) | 0.0 | $246k | -12% | 1.9k | 132.90 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $245k | 38k | 6.47 |
|
|
| J P Morgan Exchange Traded F Betabuilders Eur (BBEU) | 0.0 | $243k | NEW | 3.3k | 73.30 |
|
| Carrier Global Corporation (CARR) | 0.0 | $241k | +4% | 4.6k | 52.84 |
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $238k | +2% | 3.2k | 75.32 |
|
| Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) | 0.0 | $232k | NEW | 3.9k | 58.76 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $229k | +893% | 4.0k | 57.67 |
|
| SPS Commerce (SPSC) | 0.0 | $227k | +7% | 2.5k | 89.13 |
|
| Apollo Global Mgmt Ser A Mand Cnv (APO.PA) | 0.0 | $226k | NEW | 3.0k | 75.32 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $222k | NEW | 9.5k | 23.31 |
|
| Manhattan Associates (MANH) | 0.0 | $222k | +11% | 1.3k | 173.31 |
|
| HEICO Corporation (HEI) | 0.0 | $221k | 683.00 | 323.59 |
|
|
| Data Storage Corp Com New (DTST) | 0.0 | $221k | NEW | 43k | 5.12 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $221k | -12% | 380.00 | 580.71 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $221k | 2.2k | 102.54 |
|
|
| FactSet Research Systems (FDS) | 0.0 | $219k | NEW | 756.00 | 290.19 |
|
| Aon Shs Cl A (AON) | 0.0 | $216k | NEW | 613.00 | 352.88 |
|
| Merit Medical Systems (MMSI) | 0.0 | $216k | NEW | 2.5k | 88.14 |
|
| Hp (HPQ) | 0.0 | $216k | 9.6k | 22.58 |
|
|
| eBay (EBAY) | 0.0 | $216k | -6% | 2.5k | 87.09 |
|
| Astrazeneca Sponsored Adr | 0.0 | $215k | NEW | 2.3k | 91.93 |
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $214k | NEW | 4.7k | 45.85 |
|
| Raymond James Financial (RJF) | 0.0 | $213k | 1.3k | 160.59 |
|
|
| Spdr Series Trust State Street Spd (SPTM) | 0.0 | $213k | NEW | 2.6k | 82.50 |
|
| Texas Roadhouse (TXRH) | 0.0 | $212k | NEW | 1.3k | 166.00 |
|
| Constellation Energy (CEG) | 0.0 | $212k | NEW | 600.00 | 353.27 |
|
| Comfort Systems USA (FIX) | 0.0 | $211k | NEW | 226.00 | 933.29 |
|
| Axon Enterprise (AXON) | 0.0 | $210k | +3% | 370.00 | 567.93 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $209k | +15% | 8.2k | 25.60 |
|
| Marsh & McLennan Companies | 0.0 | $209k | NEW | 1.1k | 185.52 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $209k | NEW | 12k | 17.67 |
|
| United Parcel Service CL B (UPS) | 0.0 | $208k | NEW | 2.1k | 99.19 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $206k | NEW | 6.9k | 29.89 |
|
| MetLife (MET) | 0.0 | $206k | 2.6k | 78.94 |
|
|
| Citizens Financial (CFG) | 0.0 | $205k | NEW | 3.5k | 58.41 |
|
| Autodesk (ADSK) | 0.0 | $205k | +6% | 692.00 | 296.01 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $204k | NEW | 1.3k | 160.97 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $203k | 4.0k | 50.77 |
|
|
| Ssga Active Etf Tr State Street Ult (ULST) | 0.0 | $203k | 5.0k | 40.51 |
|
|
| Sempra Energy (SRE) | 0.0 | $203k | NEW | 2.3k | 88.85 |
|
| Morningstar (MORN) | 0.0 | $202k | 929.00 | 217.31 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $201k | 1.0k | 199.70 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $198k | 657.00 | 301.15 |
|
|
| Ishares Msci Austria Etf (EWO) | 0.0 | $188k | NEW | 5.3k | 35.47 |
|
| Compass Cl A (COMP) | 0.0 | $187k | NEW | 18k | 10.57 |
|
| Orla Mining LTD New F (ORLA) | 0.0 | $183k | NEW | 14k | 13.47 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $181k | -17% | 12k | 15.59 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $181k | 854.00 | 211.79 |
|
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $179k | +360% | 2.3k | 77.68 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $179k | +18% | 1.3k | 141.14 |
|
| Franklin Unvl Tr Sh Ben Int (FT) | 0.0 | $177k | NEW | 22k | 8.00 |
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $176k | NEW | 1.4k | 130.08 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $173k | +215% | 1.1k | 155.12 |
|
| Ares Management Corporation 6.75 Se B Pfd (ARES.PB) | 0.0 | $164k | NEW | 3.2k | 51.15 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $152k | NEW | 608.00 | 250.31 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $149k | 1.4k | 105.00 |
|
|
| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $149k | 944.00 | 157.70 |
|
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.0 | $145k | 4.6k | 31.67 |
|
|
| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.0 | $136k | NEW | 1.6k | 85.12 |
|
| United Maritime Corporation (USEA) | 0.0 | $131k | NEW | 77k | 1.70 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $130k | +25% | 719.00 | 181.21 |
|
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $127k | NEW | 100.00 | 1267.75 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $111k | 972.00 | 113.92 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $109k | +14% | 21k | 5.30 |
|
| Star Hldgs Shs Ben Int (STHO) | 0.0 | $109k | 13k | 8.23 |
|
|
| Amplify Etf Tr Blackswan Grwt (SWAN) | 0.0 | $109k | NEW | 3.3k | 32.47 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.0 | $108k | NEW | 1.2k | 91.38 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $107k | +139% | 717.00 | 148.69 |
|
| Sable Offshore Corp Com Shs (SOC) | 0.0 | $102k | -6% | 11k | 9.02 |
|
| Uranium Royalty Corp (UROY) | 0.0 | $101k | NEW | 29k | 3.54 |
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $101k | 2.8k | 36.06 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $99k | -29% | 2.2k | 44.41 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $95k | +17% | 34k | 2.84 |
|
| Cue Biopharma (CUE) | 0.0 | $95k | +158% | 310k | 0.31 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $93k | NEW | 1.4k | 67.13 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $90k | 488.00 | 185.04 |
|
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $88k | -58% | 932.00 | 93.97 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $86k | 1.5k | 57.46 |
|
|
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $82k | NEW | 424.00 | 193.63 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $79k | +361% | 1.1k | 72.68 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $78k | NEW | 810.00 | 96.16 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $75k | 784.00 | 95.03 |
|
|
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.0 | $73k | NEW | 60.00 | 1213.03 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $68k | 1.5k | 45.21 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $67k | 1.1k | 59.55 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $63k | 225.00 | 279.14 |
|
|
| 1stdibs (DIBS) | 0.0 | $61k | NEW | 10k | 5.99 |
|
| Global X Fds Artificial Etf (AIQ) | 0.0 | $59k | NEW | 1.2k | 50.87 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $59k | -50% | 1.1k | 54.71 |
|
| Spdr Series Trust State Street Spd (CWB) | 0.0 | $58k | NEW | 653.00 | 89.20 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $55k | NEW | 1.1k | 48.12 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $51k | +100% | 1.2k | 42.69 |
|
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.0 | $51k | NEW | 774.00 | 65.91 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $50k | 355.00 | 141.16 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $47k | -32% | 264.00 | 177.22 |
|
| Spdr Series Trust State Street Spd (XSW) | 0.0 | $47k | NEW | 250.00 | 187.14 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $45k | NEW | 625.00 | 71.45 |
|
| J P Morgan Exchange Traded F Betbuld Msci (BBRE) | 0.0 | $41k | -59% | 440.00 | 92.59 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $35k | 94.00 | 373.44 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $35k | +762% | 207.00 | 168.77 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $35k | NEW | 175.00 | 198.62 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $32k | +118% | 94.00 | 342.97 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $30k | 142.00 | 209.12 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $28k | 200.00 | 141.16 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $27k | +222% | 87.00 | 314.80 |
|
| Nextera Energy Unit 11/01/2027 (NEE.PT) | 0.0 | $27k | NEW | 552.00 | 48.75 |
|
| Spdr Series Trust Bloomberg Intl T (BWX) | 0.0 | $27k | NEW | 1.2k | 22.53 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $26k | NEW | 475.00 | 53.88 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $24k | 141.00 | 167.94 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $20k | 196.00 | 103.66 |
|
|
| Global X Fds S&p 500 Covered (XYLD) | 0.0 | $20k | NEW | 500.00 | 40.63 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $20k | -93% | 223.00 | 88.49 |
|
| Global X Fds S&p 500 Qlt Etf (QDIV) | 0.0 | $19k | NEW | 536.00 | 34.66 |
|
| First Tr Exchange Traded Indxx Nat Re Etf (FTRI) | 0.0 | $18k | NEW | 1.2k | 15.67 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $18k | +18% | 235.00 | 77.53 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $17k | 610.00 | 28.47 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $17k | 627.00 | 26.91 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $17k | 559.00 | 30.08 |
|
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.0 | $16k | NEW | 497.00 | 32.94 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $16k | NEW | 177.00 | 90.28 |
|
| Defi Technologies (DEFT) | 0.0 | $15k | NEW | 20k | 0.75 |
|
| Global X Fds Dorsey Wright (GXDW) | 0.0 | $13k | NEW | 529.00 | 23.97 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $12k | NEW | 89.00 | 136.73 |
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.0 | $11k | 305.00 | 35.92 |
|
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.0 | $11k | NEW | 143.00 | 74.94 |
|
| Heico Corp Cl A (HEI.A) | 0.0 | $8.6k | +100% | 34.00 | 252.44 |
|
| Vaneck Etf Trust Agribusiness Etf (MOO) | 0.0 | $7.3k | 100.00 | 72.79 |
|
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $7.0k | 85.00 | 82.32 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $6.7k | 96.00 | 69.48 |
|
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.0 | $6.6k | -58% | 163.00 | 40.35 |
|
| J P Morgan Exchange Traded F Betabuilders Dev (BBAX) | 0.0 | $6.5k | NEW | 116.00 | 56.30 |
|
| Advisorshares Tr Pure Us Cannabis (MSOS) | 0.0 | $5.7k | NEW | 1.2k | 4.72 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $5.6k | NEW | 40.00 | 139.35 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $4.9k | NEW | 99.00 | 49.90 |
|
| Ishares Tr Us Regnl Bks Etf (IAT) | 0.0 | $3.3k | 59.00 | 55.15 |
|
|
| Ishares Msci Taiwan Etf (EWT) | 0.0 | $2.4k | NEW | 37.00 | 63.54 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $1.2k | 4.00 | 287.75 |
|
|
| Ssga Active Etf Tr State Street Glo (GAL) | 0.0 | $346.000200 | NEW | 7.00 | 49.43 |
|
Past Filings by Angeles Wealth Management
SEC 13F filings are viewable for Angeles Wealth Management going back to 2022
- Angeles Wealth Management 2025 Q4 filed Feb. 17, 2026
- Angeles Wealth Management 2025 Q3 filed Nov. 12, 2025
- Angeles Wealth Management 2025 Q2 filed July 29, 2025
- Angeles Wealth Management 2025 Q1 filed May 7, 2025
- Angeles Wealth Management 2024 Q4 filed Jan. 28, 2025
- Angeles Wealth Management 2024 Q3 filed Oct. 29, 2024
- Angeles Wealth Management 2024 Q2 filed Aug. 7, 2024
- Angeles Wealth Management 2024 Q1 filed May 8, 2024
- 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