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 45.60% of Angeles Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SCHG (+$43M), MGK (+$9.0M), VT (+$6.1M), BABA, SPYV, WFC, VXUS, FOXF, VGK, BRK.B.
- Started 58 new stock positions in ORLY, KR, XLY, T, PII, DXCM, PAYC, ENFR, BK, SGOV.
- Reduced shares in these 10 stocks: MUB (-$17M), KKR, ELV, , , , URTH, SOC, QQQ, ACGL.
- Sold out of its positions in ELV, CIG, DFAR, EWA, EWY, GOVT, INDA, USMV, KKR, MTD. XPH, SOC, XLB, SAVEQ, VRSK, WDAY, ACGL.
- Angeles Wealth Management was a net buyer of stock by $88M.
- Angeles Wealth Management has $1.2B in assets under management (AUM), dropping by 4.50%.
- Central Index Key (CIK): 0001929170
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Portfolio Holdings for Angeles Wealth Management
Angeles Wealth Management holds 369 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard World Mega Grwth Ind (MGK) | 14.7 | $178M | +5% | 519k | 343.41 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 11.8 | $144M | +4% | 1.2M | 117.48 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 7.5 | $91M | +3% | 1.8M | 51.14 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.2 | $75M | 140k | 538.81 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 5.4 | $65M | +3% | 1.1M | 58.93 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 4.6 | $56M | +347% | 2.0M | 27.87 |
|
| Ishares Tr National Mun Etf (MUB) | 3.7 | $45M | -27% | 424k | 106.55 |
|
| Microsoft Corporation (MSFT) | 2.7 | $33M | +2% | 78k | 421.50 |
|
| Apple (AAPL) | 2.7 | $33M | +2% | 130k | 250.42 |
|
| Vanguard Index Fds Value Etf (VTV) | 2.6 | $31M | +2% | 185k | 169.30 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 2.5 | $31M | 173k | 177.03 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 2.2 | $27M | +6% | 417k | 63.47 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.1 | $26M | 44k | 586.08 |
|
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 1.6 | $19M | +3% | 753k | 25.25 |
|
| Ishares Msci World Etf (URTH) | 1.5 | $18M | 117k | 155.50 |
|
|
| Ishares Msci Jpn Etf New (EWJ) | 1.5 | $18M | +5% | 265k | 67.10 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $13M | 45k | 289.81 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 1.1 | $13M | 193k | 66.14 |
|
|
| NVIDIA Corporation (NVDA) | 1.0 | $13M | +5% | 93k | 134.29 |
|
| Amazon (AMZN) | 0.9 | $11M | +6% | 50k | 219.39 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $8.9M | +8% | 9.7k | 916.27 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $8.1M | 20k | 410.44 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $7.6M | +15% | 40k | 190.44 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.5 | $6.6M | +2% | 312k | 21.07 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.5 | $6.3M | +2% | 200k | 31.44 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $6.3M | +29% | 14k | 453.28 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $6.0M | +10% | 32k | 189.30 |
|
| Meta Platforms Cl A (META) | 0.5 | $5.5M | +5% | 9.3k | 585.51 |
|
| Visa Com Cl A (V) | 0.4 | $5.0M | +7% | 16k | 316.04 |
|
| Home Depot (HD) | 0.4 | $4.8M | 12k | 388.99 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $4.7M | +21% | 57k | 81.98 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.4 | $4.4M | +26% | 45k | 99.54 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $4.3M | +21% | 18k | 239.71 |
|
| Sherwin-Williams Company (SHW) | 0.3 | $4.1M | 12k | 339.93 |
|
|
| Tesla Motors (TSLA) | 0.3 | $3.8M | +6% | 9.4k | 403.84 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $3.7M | 4.8k | 772.00 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $3.6M | +2% | 8.9k | 401.58 |
|
| Broadcom (AVGO) | 0.3 | $3.5M | +21% | 15k | 231.84 |
|
| Merck & Co (MRK) | 0.3 | $3.5M | +11% | 35k | 99.48 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $3.3M | +2% | 6.3k | 526.57 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $3.2M | NEW | 38k | 84.79 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $3.2M | +27% | 30k | 107.57 |
|
| Wells Fargo & Company (WFC) | 0.3 | $3.1M | +199% | 45k | 70.24 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $2.6M | +2% | 25k | 105.48 |
|
| Abbvie (ABBV) | 0.2 | $2.5M | +9% | 14k | 177.70 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $2.4M | 26k | 90.91 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $2.3M | +2% | 16k | 144.62 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $2.3M | 3.8k | 588.76 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $2.2M | -8% | 4.2k | 521.96 |
|
| Netflix (NFLX) | 0.2 | $2.2M | -3% | 2.4k | 891.32 |
|
| Pepsi (PEP) | 0.2 | $2.1M | 14k | 152.06 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.2 | $2.1M | -7% | 52k | 40.92 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $2.1M | 3.9k | 520.23 |
|
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $2.0M | 12k | 172.42 |
|
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| Moody's Corporation (MCO) | 0.2 | $1.8M | 3.9k | 473.37 |
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| Quanta Services (PWR) | 0.1 | $1.8M | 5.6k | 316.05 |
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| Bank of America Corporation (BAC) | 0.1 | $1.7M | +54% | 39k | 43.95 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.7M | 8.8k | 195.84 |
|
|
| Fox Factory Hldg (FOXF) | 0.1 | $1.7M | NEW | 57k | 30.27 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $1.7M | +243% | 71k | 23.68 |
|
| Qualcomm (QCOM) | 0.1 | $1.7M | +10% | 11k | 153.62 |
|
| Union Pacific Corporation (UNP) | 0.1 | $1.5M | 6.5k | 228.04 |
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| Cintas Corporation (CTAS) | 0.1 | $1.5M | 8.1k | 182.70 |
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|
| Chevron Corporation (CVX) | 0.1 | $1.4M | +23% | 9.8k | 144.84 |
|
| Servicenow (NOW) | 0.1 | $1.4M | -8% | 1.3k | 1060.12 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $1.4M | NEW | 14k | 100.32 |
|
| UnitedHealth (UNH) | 0.1 | $1.3M | -2% | 2.6k | 505.86 |
|
| Evercore Class A (EVR) | 0.1 | $1.3M | 4.8k | 277.19 |
|
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| Polaris Industries (PII) | 0.1 | $1.3M | NEW | 23k | 57.62 |
|
| salesforce (CRM) | 0.1 | $1.3M | +2% | 3.8k | 334.33 |
|
| Enterprise Products Partners (EPD) | 0.1 | $1.3M | +70% | 41k | 31.36 |
|
| Wal-Mart Stores (WMT) | 0.1 | $1.3M | +14% | 14k | 90.35 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $1.3M | 14k | 87.90 |
|
|
| Coupang Cl A (CPNG) | 0.1 | $1.2M | 55k | 21.98 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $1.2M | 14k | 86.02 |
|
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| Procter & Gamble Company (PG) | 0.1 | $1.2M | +12% | 7.0k | 167.65 |
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $1.2M | 63k | 18.38 |
|
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| Booking Holdings (BKNG) | 0.1 | $1.2M | +2% | 233.00 | 4968.42 |
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| Cisco Systems (CSCO) | 0.1 | $1.1M | +42% | 19k | 59.20 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $1.1M | 12k | 96.93 |
|
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| Walt Disney Company (DIS) | 0.1 | $1.1M | +16% | 10k | 111.35 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.1M | +14% | 13k | 85.66 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.1M | +7% | 3.1k | 351.79 |
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| Abbott Laboratories (ABT) | 0.1 | $1.1M | -4% | 9.5k | 113.11 |
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| Motorola Solutions Com New (MSI) | 0.1 | $1.1M | 2.3k | 462.23 |
|
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| McDonald's Corporation (MCD) | 0.1 | $1.0M | +4% | 3.5k | 289.89 |
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| Linde SHS (LIN) | 0.1 | $1.0M | 2.4k | 418.67 |
|
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| Progressive Corporation (PGR) | 0.1 | $1.0M | +3% | 4.2k | 239.61 |
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| Nike CL B (NKE) | 0.1 | $990k | -2% | 13k | 75.67 |
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| Republic Services (RSG) | 0.1 | $987k | 4.9k | 201.18 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $986k | +3% | 8.5k | 115.72 |
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| Danaher Corporation (DHR) | 0.1 | $971k | +5% | 4.2k | 229.55 |
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| Coca-Cola Company (KO) | 0.1 | $951k | +11% | 15k | 62.26 |
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| Safehold (SAFE) | 0.1 | $947k | -4% | 51k | 18.48 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $924k | 4.2k | 220.96 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $902k | 14k | 64.47 |
|
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $899k | 8.9k | 101.53 |
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| ConocoPhillips (COP) | 0.1 | $892k | +13% | 9.0k | 99.17 |
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| Oracle Corporation (ORCL) | 0.1 | $872k | +4% | 5.2k | 166.64 |
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| Lowe's Companies (LOW) | 0.1 | $871k | +7% | 3.5k | 246.80 |
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| Knife River Corp Common Stock (KNF) | 0.1 | $864k | 8.5k | 101.64 |
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| TJX Companies (TJX) | 0.1 | $859k | 7.1k | 120.81 |
|
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $841k | +9% | 4.3k | 197.47 |
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| Blackrock (BLK) | 0.1 | $841k | NEW | 820.00 | 1025.11 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $817k | -23% | 1.6k | 511.07 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $814k | +35% | 1.7k | 485.94 |
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| Ford Motor Company (F) | 0.1 | $799k | 81k | 9.90 |
|
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| Apollo Global Mgmt (APO) | 0.1 | $798k | 4.8k | 165.16 |
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| Philip Morris International (PM) | 0.1 | $785k | +12% | 6.5k | 120.35 |
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| International Business Machines (IBM) | 0.1 | $782k | +18% | 3.6k | 219.83 |
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| Cummins (CMI) | 0.1 | $780k | +115% | 2.2k | 348.60 |
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| Waste Management (WM) | 0.1 | $780k | +26% | 3.9k | 201.79 |
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| Bristol Myers Squibb (BMY) | 0.1 | $759k | +8% | 13k | 56.56 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $750k | -24% | 1.7k | 444.68 |
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| Analog Devices (ADI) | 0.1 | $742k | +3% | 3.5k | 212.46 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $729k | 5.7k | 127.59 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 0.1 | $726k | -21% | 22k | 33.79 |
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| Metropcs Communications (TMUS) | 0.1 | $726k | 3.3k | 220.73 |
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| CommVault Systems (CVLT) | 0.1 | $705k | 4.7k | 150.91 |
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| Fiserv (FI) | 0.1 | $697k | +32% | 3.4k | 205.42 |
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| Daily Journal Corporation (DJCO) | 0.1 | $650k | NEW | 1.1k | 567.99 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $649k | 13k | 49.51 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $645k | 7.3k | 88.40 |
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| PerkinElmer (RVTY) | 0.1 | $642k | 5.8k | 111.61 |
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| Cyberark Software SHS (CYBR) | 0.1 | $642k | -10% | 1.9k | 333.15 |
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| Cigna Corp (CI) | 0.1 | $620k | +58% | 2.2k | 276.14 |
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| American Express Company (AXP) | 0.0 | $606k | +5% | 2.0k | 296.79 |
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| MDU Resources (MDU) | 0.0 | $603k | 34k | 18.02 |
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| Ball Corporation (BALL) | 0.0 | $586k | 11k | 55.13 |
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| Marriott Intl Cl A (MAR) | 0.0 | $585k | +10% | 2.1k | 279.00 |
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| United Parcel Service CL B (UPS) | 0.0 | $582k | +65% | 4.6k | 126.10 |
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| Honeywell International (HON) | 0.0 | $578k | +17% | 2.6k | 225.89 |
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| Morgan Stanley Com New (MS) | 0.0 | $558k | +20% | 4.4k | 125.72 |
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| Cognyte Software Ord Shs (CGNT) | 0.0 | $556k | 64k | 8.65 |
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| Everus Constr Group | 0.0 | $550k | NEW | 8.4k | 65.75 |
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| Ge Aerospace Com New (GE) | 0.0 | $547k | +6% | 3.3k | 166.79 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $545k | +25% | 15k | 37.53 |
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| Kinder Morgan (KMI) | 0.0 | $535k | NEW | 20k | 27.40 |
|
| Lgi Homes (LGIH) | 0.0 | $532k | -6% | 6.0k | 89.40 |
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| Fortinet (FTNT) | 0.0 | $518k | +3% | 5.5k | 94.48 |
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| Old Dominion Freight Line (ODFL) | 0.0 | $518k | -3% | 2.9k | 176.40 |
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| Boeing Company (BA) | 0.0 | $511k | +15% | 2.9k | 177.00 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.0 | $502k | -13% | 19k | 25.84 |
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| Pfizer (PFE) | 0.0 | $496k | +18% | 19k | 26.53 |
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| IDEXX Laboratories (IDXX) | 0.0 | $488k | +9% | 1.2k | 413.44 |
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| Phillips 66 (PSX) | 0.0 | $483k | 4.2k | 113.93 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $479k | -5% | 13k | 37.26 |
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| Altria (MO) | 0.0 | $476k | 9.1k | 52.29 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $470k | NEW | 6.5k | 72.23 |
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| W.W. Grainger (GWW) | 0.0 | $462k | +2% | 438.00 | 1054.05 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 0.0 | $460k | -19% | 18k | 25.23 |
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| Automatic Data Processing (ADP) | 0.0 | $457k | +10% | 1.6k | 292.73 |
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| Chubb (CB) | 0.0 | $456k | +33% | 1.6k | 276.30 |
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| Guidewire Software (GWRE) | 0.0 | $453k | 2.7k | 168.58 |
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| Stryker Corporation (SYK) | 0.0 | $448k | -4% | 1.2k | 360.05 |
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| SPS Commerce (SPSC) | 0.0 | $437k | 2.4k | 183.99 |
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| Palo Alto Networks (PANW) | 0.0 | $433k | +104% | 2.4k | 181.96 |
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| Advanced Micro Devices (AMD) | 0.0 | $426k | -13% | 3.5k | 120.79 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $422k | -6% | 1.0k | 402.70 |
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| Whirlpool Corporation (WHR) | 0.0 | $414k | NEW | 3.6k | 114.48 |
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| EOG Resources (EOG) | 0.0 | $413k | 3.4k | 122.58 |
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| Sap Se Spon Adr (SAP) | 0.0 | $410k | +18% | 1.7k | 246.21 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $409k | 7.1k | 57.41 |
|
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $393k | 4.4k | 89.08 |
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| Manhattan Associates (MANH) | 0.0 | $388k | -10% | 1.4k | 270.24 |
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| Illinois Tool Works (ITW) | 0.0 | $388k | +32% | 1.5k | 253.56 |
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| Becton, Dickinson and (BDX) | 0.0 | $386k | 1.7k | 226.87 |
|
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| Charles Schwab Corporation (SCHW) | 0.0 | $384k | NEW | 5.2k | 74.01 |
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| Micron Technology (MU) | 0.0 | $381k | +20% | 4.5k | 84.16 |
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| Goldman Sachs (GS) | 0.0 | $381k | +30% | 665.00 | 572.59 |
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| Tractor Supply Company (TSCO) | 0.0 | $380k | +438% | 7.2k | 53.06 |
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| AeroVironment (AVAV) | 0.0 | $379k | -36% | 2.5k | 153.89 |
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| PG&E Corporation (PCG) | 0.0 | $376k | NEW | 19k | 20.18 |
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| Qualys (QLYS) | 0.0 | $370k | 2.6k | 140.22 |
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| Carter's (CRI) | 0.0 | $366k | NEW | 6.8k | 54.19 |
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| RBC Bearings Incorporated (RBC) | 0.0 | $363k | 1.2k | 299.14 |
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| 3M Company (MMM) | 0.0 | $359k | +47% | 2.8k | 129.09 |
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| FedEx Corporation (FDX) | 0.0 | $358k | +15% | 1.3k | 281.33 |
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| Eaton Corp SHS (ETN) | 0.0 | $357k | +2% | 1.1k | 331.87 |
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| Ecolab (ECL) | 0.0 | $352k | +8% | 1.5k | 234.32 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $352k | +3% | 1.4k | 247.16 |
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| American Tower Reit (AMT) | 0.0 | $351k | +13% | 1.9k | 183.41 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $350k | 10k | 34.59 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $349k | 1.4k | 242.13 |
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| Dow (DOW) | 0.0 | $344k | +134% | 8.6k | 40.13 |
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| Insulet Corporation (PODD) | 0.0 | $343k | +6% | 1.3k | 261.07 |
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| Caterpillar (CAT) | 0.0 | $336k | +9% | 927.00 | 362.76 |
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| Shell Spon Ads (SHEL) | 0.0 | $336k | +48% | 5.4k | 62.65 |
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| Hp (HPQ) | 0.0 | $335k | +54% | 10k | 32.63 |
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| Xylem (XYL) | 0.0 | $334k | +16% | 2.9k | 116.02 |
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| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.0 | $331k | 7.6k | 43.47 |
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| Citigroup Com New (C) | 0.0 | $330k | NEW | 4.7k | 70.39 |
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| Zoetis Cl A (ZTS) | 0.0 | $328k | 2.0k | 162.93 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $325k | NEW | 4.3k | 75.63 |
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| Veeva Sys Cl A Com (VEEV) | 0.0 | $320k | 1.5k | 210.25 |
|
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| Doordash Cl A (DASH) | 0.0 | $318k | -23% | 1.9k | 167.75 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $317k | NEW | 3.0k | 105.61 |
|
| Nextera Energy (NEE) | 0.0 | $317k | +21% | 4.4k | 71.69 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $316k | +3% | 3.2k | 97.31 |
|
| Crown Castle Intl (CCI) | 0.0 | $314k | +38% | 3.5k | 90.76 |
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| Valero Energy Corporation (VLO) | 0.0 | $313k | +4% | 2.6k | 122.59 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $312k | 1.3k | 240.28 |
|
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| Verizon Communications (VZ) | 0.0 | $312k | +20% | 7.8k | 39.99 |
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| Morningstar (MORN) | 0.0 | $312k | 925.00 | 336.76 |
|
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| Medpace Hldgs (MEDP) | 0.0 | $309k | 930.00 | 332.23 |
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| Amphenol Corp Cl A (APH) | 0.0 | $306k | +15% | 4.4k | 69.45 |
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| Uber Technologies (UBER) | 0.0 | $305k | -39% | 5.1k | 60.32 |
|
| CSX Corporation (CSX) | 0.0 | $305k | +5% | 9.5k | 32.27 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $304k | -9% | 1.4k | 212.41 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $301k | +14% | 3.4k | 89.32 |
|
| Carrier Global Corporation (CARR) | 0.0 | $299k | +10% | 4.4k | 68.26 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $298k | -5% | 3.5k | 86.31 |
|
| Alps Etf Tr Alerian Energy (ENFR) | 0.0 | $296k | NEW | 9.5k | 31.15 |
|
| Starbucks Corporation (SBUX) | 0.0 | $295k | +11% | 3.2k | 91.25 |
|
| Msci (MSCI) | 0.0 | $295k | +3% | 492.00 | 600.01 |
|
| Iqvia Holdings (IQV) | 0.0 | $294k | -6% | 1.5k | 196.51 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $294k | 2.1k | 139.50 |
|
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $291k | 4.7k | 61.37 |
|
|
| Bio-techne Corporation (TECH) | 0.0 | $291k | +2% | 4.0k | 72.03 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $289k | +18% | 1.5k | 187.51 |
|
| FactSet Research Systems (FDS) | 0.0 | $289k | -6% | 602.00 | 480.28 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $289k | -3% | 6.0k | 48.42 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $288k | +19% | 1.0k | 283.85 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $287k | +34900% | 11k | 27.32 |
|
| Spdr Ser Tr Russell Yield (ONEY) | 0.0 | $285k | 2.6k | 108.86 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $283k | 4.2k | 67.88 |
|
|
| Equinix (EQIX) | 0.0 | $282k | NEW | 299.00 | 942.89 |
|
| Deere & Company (DE) | 0.0 | $281k | +35% | 663.00 | 423.70 |
|
| Oneok (OKE) | 0.0 | $280k | 2.8k | 100.40 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $279k | +17% | 6.8k | 41.02 |
|
| Intuit (INTU) | 0.0 | $278k | +13% | 443.00 | 628.50 |
|
| S&p Global (SPGI) | 0.0 | $275k | +14% | 552.00 | 498.03 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $274k | NEW | 1.1k | 242.17 |
|
| Allstate Corporation (ALL) | 0.0 | $271k | +4% | 1.4k | 192.79 |
|
| Paycom Software (PAYC) | 0.0 | $269k | NEW | 1.3k | 204.98 |
|
| McKesson Corporation (MCK) | 0.0 | $269k | +6% | 472.00 | 569.91 |
|
| At&t (T) | 0.0 | $266k | NEW | 12k | 22.77 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $264k | 563.00 | 469.29 |
|
|
| General Mills (GIS) | 0.0 | $263k | NEW | 4.1k | 63.77 |
|
| Halliburton Company (HAL) | 0.0 | $262k | +39% | 9.6k | 27.19 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $262k | NEW | 3.3k | 78.93 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $260k | -15% | 759.00 | 342.16 |
|
| AutoZone (AZO) | 0.0 | $259k | +3% | 81.00 | 3202.00 |
|
| Blackbaud (BLKB) | 0.0 | $259k | 3.5k | 73.92 |
|
|
| ResMed (RMD) | 0.0 | $257k | 1.1k | 228.69 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $256k | 359.00 | 712.33 |
|
|
| Target Corporation (TGT) | 0.0 | $254k | 1.9k | 135.18 |
|
|
| Applied Materials (AMAT) | 0.0 | $253k | -15% | 1.6k | 162.63 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $252k | +4% | 5.6k | 44.92 |
|
| Intel Corporation (INTC) | 0.0 | $251k | +5% | 13k | 20.05 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $251k | 6.0k | 41.82 |
|
|
| Globus Med Cl A (GMED) | 0.0 | $247k | NEW | 3.0k | 82.71 |
|
| Medtronic SHS (MDT) | 0.0 | $246k | +36% | 3.1k | 79.88 |
|
| Dex (DXCM) | 0.0 | $245k | NEW | 3.1k | 77.77 |
|
| Texas Roadhouse (TXRH) | 0.0 | $244k | -8% | 1.4k | 180.43 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.0 | $243k | -2% | 9.3k | 26.19 |
|
| Hca Holdings (HCA) | 0.0 | $243k | +7% | 808.00 | 300.15 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $241k | 348.00 | 693.08 |
|
|
| General Motors Company (GM) | 0.0 | $238k | NEW | 4.5k | 53.27 |
|
| Ge Vernova (GEV) | 0.0 | $237k | NEW | 720.00 | 328.93 |
|
| Kroger (KR) | 0.0 | $236k | NEW | 3.9k | 61.15 |
|
| Amgen (AMGN) | 0.0 | $231k | 885.00 | 260.64 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $229k | 2.1k | 106.55 |
|
|
| Emerson Electric (EMR) | 0.0 | $226k | NEW | 1.8k | 123.93 |
|
| American Electric Power Company (AEP) | 0.0 | $225k | +3% | 2.4k | 92.23 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $225k | 780.00 | 287.82 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $224k | NEW | 189.00 | 1185.80 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $224k | 1.1k | 198.18 |
|
|
| Omni (OMC) | 0.0 | $223k | +2% | 2.6k | 86.04 |
|
| Liveramp Holdings (RAMP) | 0.0 | $222k | -34% | 7.3k | 30.37 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $222k | +2% | 4.6k | 47.83 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $222k | 792.00 | 280.06 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $221k | -10% | 4.2k | 52.47 |
|
| Kla Corp Com New (KLAC) | 0.0 | $220k | -27% | 349.00 | 630.12 |
|
| Repligen Corporation (RGEN) | 0.0 | $220k | NEW | 1.5k | 143.94 |
|
| Ncino (NCNO) | 0.0 | $219k | NEW | 6.5k | 33.58 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $219k | 2.9k | 75.61 |
|
|
| Kenvue (KVUE) | 0.0 | $216k | NEW | 10k | 21.35 |
|
| PNC Financial Services (PNC) | 0.0 | $216k | NEW | 1.1k | 192.85 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $215k | 3.6k | 58.79 |
|
|
| Brown & Brown (BRO) | 0.0 | $213k | NEW | 2.1k | 102.02 |
|
| Franklin Resources (BEN) | 0.0 | $213k | 11k | 20.29 |
|
|
| Godaddy Cl A (GDDY) | 0.0 | $212k | NEW | 1.1k | 197.37 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $212k | NEW | 2.0k | 107.74 |
|
| J P Morgan Exchange Traded F Betbuld Msci (BBRE) | 0.0 | $207k | -10% | 2.2k | 93.64 |
|
| SYSCO Corporation (SYY) | 0.0 | $206k | NEW | 2.7k | 76.46 |
|
| Popular Com New (BPOP) | 0.0 | $206k | NEW | 2.2k | 94.06 |
|
| Cardinal Health (CAH) | 0.0 | $205k | NEW | 1.7k | 118.27 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $204k | NEW | 630.00 | 323.83 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $202k | NEW | 2.6k | 76.83 |
|
| Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 0.0 | $202k | 5.0k | 40.41 |
|
|
| Synopsys (SNPS) | 0.0 | $202k | -51% | 416.00 | 485.36 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $202k | 4.0k | 50.37 |
|
|
| Gilead Sciences (GILD) | 0.0 | $200k | NEW | 2.2k | 92.37 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $199k | 2.2k | 92.59 |
|
|
| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $179k | 15k | 12.10 |
|
|
| Amc Networks Cl A (AMCX) | 0.0 | $176k | NEW | 18k | 9.90 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $174k | +65% | 807.00 | 215.49 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $172k | 1.5k | 115.22 |
|
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $166k | NEW | 1.0k | 163.42 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $165k | 37k | 4.43 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $160k | +1227% | 2.6k | 60.75 |
|
| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $154k | 1.2k | 130.38 |
|
|
| Ishares Msci Gbl Etf New (PICK) | 0.0 | $152k | NEW | 4.3k | 34.99 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $152k | 2.7k | 55.66 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $150k | 2.4k | 62.31 |
|
|
| Ishares Em Mkts Div Etf (DVYE) | 0.0 | $150k | 5.8k | 25.83 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $140k | 1.1k | 131.29 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $137k | -36% | 1.4k | 96.53 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $136k | 219.00 | 621.80 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $133k | +409% | 4.0k | 33.21 |
|
| Star Hldgs Shs Ben Int (STHO) | 0.0 | $128k | 13k | 9.73 |
|
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $120k | 1.4k | 84.75 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $117k | NEW | 1.6k | 75.69 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $112k | +26650% | 2.1k | 52.22 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $110k | 1.7k | 65.08 |
|
|
| American Centy Etf Tr Quality Prefer (QPFF) | 0.0 | $108k | NEW | 3.0k | 35.97 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $104k | +33% | 2.4k | 44.04 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $103k | +209% | 1.8k | 57.28 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $103k | 646.00 | 159.54 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $101k | 616.00 | 164.17 |
|
|
| Dimensional Etf Trust Calif Mun Bd Etf (DFCA) | 0.0 | $100k | 2.0k | 50.05 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $94k | 972.00 | 96.83 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $93k | -55% | 1.9k | 48.33 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $92k | +2% | 2.2k | 41.73 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $87k | -25% | 900.00 | 96.81 |
|
| Global X Fds Global X Copper (COPX) | 0.0 | $84k | NEW | 2.2k | 38.18 |
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $81k | 2.8k | 29.05 |
|
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $77k | +81% | 22k | 3.54 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $73k | NEW | 500.00 | 145.35 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $69k | +2083% | 524.00 | 132.21 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $67k | NEW | 300.00 | 224.35 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $62k | +200% | 2.7k | 22.70 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $61k | +2% | 474.00 | 128.62 |
|
| Global X Fds Us Pfd Etf (PFFD) | 0.0 | $60k | NEW | 3.1k | 19.51 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $57k | 246.00 | 232.52 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $57k | 225.00 | 253.75 |
|
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $47k | 126.00 | 375.38 |
|
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $46k | NEW | 1.1k | 40.41 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $45k | -46% | 633.00 | 70.28 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $44k | 355.00 | 124.91 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $43k | 163.00 | 264.13 |
|
|
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $43k | 275.00 | 154.96 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $41k | -78% | 300.00 | 137.57 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $39k | -64% | 500.00 | 78.61 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $37k | 282.00 | 132.10 |
|
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $37k | 1.4k | 26.57 |
|
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $36k | NEW | 20k | 1.85 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $36k | 830.00 | 43.24 |
|
|
| Ishares Tr Faln Angls Usd (FALN) | 0.0 | $30k | 1.1k | 26.71 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $27k | 84.00 | 322.15 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $27k | -83% | 204.00 | 131.76 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $24k | NEW | 127.00 | 189.98 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $23k | 490.00 | 47.39 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $23k | 400.00 | 57.53 |
|
|
| Ishares Tr Us Consm Staples (IYK) | 0.0 | $22k | 342.00 | 65.59 |
|
|
| Global X Fds S&p 500 Covered (XYLD) | 0.0 | $21k | NEW | 500.00 | 41.90 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $20k | 141.00 | 139.35 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $18k | NEW | 194.00 | 92.53 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $12k | 43.00 | 288.86 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $12k | -89% | 299.00 | 40.67 |
|
| Vanguard World Materials Etf (VAW) | 0.0 | $9.0k | 48.00 | 187.83 |
|
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.0 | $7.0k | 81.00 | 86.89 |
|
|
| Vaneck Etf Trust Agribusiness Etf (MOO) | 0.0 | $6.5k | NEW | 100.00 | 64.52 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $6.2k | 96.00 | 64.91 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $5.7k | 44.00 | 129.34 |
|
|
| Ishares Tr Us Regnl Bks Etf (IAT) | 0.0 | $5.0k | 100.00 | 50.36 |
|
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.0 | $4.9k | 161.00 | 30.73 |
|
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.0 | $4.1k | 174.00 | 23.47 |
|
Past Filings by Angeles Wealth Management
SEC 13F filings are viewable for Angeles Wealth Management going back to 2022
- 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