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 45.84% of Angeles Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: MUB (+$64M), MGK (+$12M), SPYV (+$8.4M), VT (+$5.5M), SCHG (+$5.4M), TLH, VOO, AVGO, AAPL, VXUS.
- Started 51 new stock positions in CGNT, EWA, VEEV, AVAV, HLT, FNDE, MDT, BSX, GSBD, ALL.
- Reduced shares in these 10 stocks: SUB (-$52M), SHY (-$12M), BKLN (-$9.6M), , BAC, AMBP, PFF, ACWV, EFV, LRCX.
- Sold out of its positions in ENFR, BLK, CP, CHPT, CMG, DPZ, GM, RDIV, ACWV, IWP.
- Angeles Wealth Management was a net buyer of stock by $43M.
- Angeles Wealth Management has $1.2B in assets under management (AUM), dropping by 8.96%.
- Central Index Key (CIK): 0001929170
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Portfolio Holdings for Angeles Wealth Management
Angeles Wealth Management holds 328 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard World Mega Grwth Ind (MGK) | 13.7 | $159M | +8% | 493k | 321.95 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 12.1 | $140M | +4% | 1.2M | 119.70 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 7.9 | $92M | +10% | 1.7M | 52.86 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.3 | $73M | +3% | 138k | 527.67 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 6.0 | $69M | +2% | 1.1M | 64.74 |
|
| Ishares Tr National Mun Etf (MUB) | 5.5 | $64M | NEW | 584k | 108.63 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 4.0 | $47M | +13% | 447k | 104.18 |
|
| Microsoft Corporation (MSFT) | 2.8 | $33M | 77k | 430.30 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 2.7 | $32M | +4% | 181k | 174.57 |
|
| Apple (AAPL) | 2.5 | $30M | +6% | 127k | 233.00 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 2.4 | $28M | +2% | 392k | 71.10 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 2.3 | $27M | 173k | 155.84 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.2 | $25M | 44k | 573.76 |
|
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 1.6 | $19M | -2% | 730k | 25.75 |
|
| Ishares Msci World Etf (URTH) | 1.6 | $19M | 119k | 156.91 |
|
|
| Ishares Msci Jpn Etf New (EWJ) | 1.6 | $18M | +3% | 252k | 71.54 |
|
| Ishares Tr Core Msci Total (IXUS) | 1.2 | $14M | -3% | 195k | 72.63 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $13M | 45k | 283.16 |
|
|
| NVIDIA Corporation (NVDA) | 0.9 | $11M | +3% | 88k | 121.44 |
|
| Amazon (AMZN) | 0.8 | $8.7M | 47k | 186.33 |
|
|
| Costco Wholesale Corporation (COST) | 0.7 | $7.9M | +8% | 8.9k | 886.52 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $7.6M | 20k | 383.93 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.6 | $6.5M | -19% | 195k | 33.23 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.6 | $6.4M | -60% | 305k | 21.01 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $5.8M | 35k | 167.19 |
|
|
| Meta Platforms Cl A (META) | 0.4 | $5.1M | +7% | 8.8k | 572.44 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $4.9M | +9% | 11k | 460.26 |
|
| Home Depot (HD) | 0.4 | $4.9M | +6% | 12k | 405.20 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $4.8M | +3% | 29k | 165.85 |
|
| Sherwin-Williams Company (SHW) | 0.4 | $4.6M | 12k | 381.67 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $4.3M | +9% | 4.8k | 885.94 |
|
| Visa Com Cl A (V) | 0.4 | $4.1M | +26% | 15k | 274.95 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $3.9M | -74% | 47k | 83.15 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.3 | $3.9M | NEW | 35k | 109.33 |
|
| Merck & Co (MRK) | 0.3 | $3.5M | +13% | 31k | 113.56 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $3.3M | +46% | 8.7k | 375.38 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $3.1M | +4% | 15k | 210.86 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $3.0M | +17% | 6.2k | 493.80 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $2.8M | +2% | 27k | 103.81 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $2.8M | +3% | 24k | 117.22 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $2.6M | -95% | 24k | 106.19 |
|
| Abbvie (ABBV) | 0.2 | $2.6M | +4% | 13k | 197.48 |
|
| Johnson & Johnson (JNJ) | 0.2 | $2.6M | +22% | 16k | 162.06 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $2.4M | 3.9k | 618.57 |
|
|
| Pepsi (PEP) | 0.2 | $2.4M | +4% | 14k | 170.05 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.2 | $2.3M | -9% | 56k | 41.69 |
|
| Tesla Motors (TSLA) | 0.2 | $2.3M | +20% | 8.8k | 261.63 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $2.3M | -2% | 4.6k | 491.27 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $2.2M | 3.9k | 576.88 |
|
|
| Broadcom (AVGO) | 0.2 | $2.2M | +1298% | 13k | 172.50 |
|
| Moody's Corporation (MCO) | 0.2 | $1.8M | 3.9k | 474.59 |
|
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.8M | 12k | 153.13 |
|
|
| Netflix (NFLX) | 0.2 | $1.8M | +14% | 2.5k | 709.27 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.7M | +16% | 8.8k | 198.05 |
|
| Cintas Corporation (CTAS) | 0.1 | $1.7M | +281% | 8.1k | 205.88 |
|
| Quanta Services (PWR) | 0.1 | $1.7M | -6% | 5.6k | 298.15 |
|
| Qualcomm (QCOM) | 0.1 | $1.7M | +54% | 9.8k | 170.05 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $1.6M | -3% | 14k | 119.07 |
|
| Union Pacific Corporation (UNP) | 0.1 | $1.6M | +4% | 6.5k | 246.48 |
|
| UnitedHealth (UNH) | 0.1 | $1.6M | +4% | 2.7k | 584.68 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $1.5M | 21k | 71.76 |
|
|
| Safehold (SAFE) | 0.1 | $1.4M | +77% | 54k | 26.23 |
|
| Coupang Cl A (CPNG) | 0.1 | $1.3M | 55k | 24.55 |
|
|
| Servicenow (NOW) | 0.1 | $1.3M | +17% | 1.5k | 894.39 |
|
| Evercore Class A (EVR) | 0.1 | $1.2M | 4.8k | 253.34 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $1.2M | +94% | 14k | 82.94 |
|
| Nike CL B (NKE) | 0.1 | $1.2M | -10% | 13k | 88.40 |
|
| Chevron Corporation (CVX) | 0.1 | $1.2M | +5% | 8.0k | 147.27 |
|
| Linde SHS (LIN) | 0.1 | $1.2M | +4% | 2.4k | 476.86 |
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $1.2M | +58% | 63k | 18.50 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.2M | +22% | 2.2k | 517.78 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.1M | -3% | 9.9k | 114.01 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $1.1M | -21% | 12k | 95.15 |
|
| Danaher Corporation (DHR) | 0.1 | $1.1M | 4.0k | 278.02 |
|
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| Procter & Gamble Company (PG) | 0.1 | $1.1M | +2% | 6.2k | 173.20 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $1.0M | -3% | 2.3k | 449.63 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.0M | +12% | 3.4k | 304.51 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.0M | +10% | 2.9k | 353.48 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.0M | +31% | 2.1k | 488.16 |
|
| Progressive Corporation (PGR) | 0.1 | $1.0M | 4.0k | 253.76 |
|
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| salesforce (CRM) | 0.1 | $1.0M | +9% | 3.7k | 273.71 |
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| Bank of America Corporation (BAC) | 0.1 | $1.0M | -79% | 26k | 39.68 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.0M | +10% | 11k | 87.80 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $992k | -4% | 8.2k | 121.16 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $990k | 14k | 70.83 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $986k | 12k | 80.75 |
|
|
| Coca-Cola Company (KO) | 0.1 | $986k | +4% | 14k | 71.86 |
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| Republic Services (RSG) | 0.1 | $973k | 4.8k | 200.84 |
|
|
| Booking Holdings (BKNG) | 0.1 | $956k | +20% | 227.00 | 4212.12 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 0.1 | $937k | +17% | 28k | 34.07 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $924k | 4.2k | 220.89 |
|
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| MDU Resources (MDU) | 0.1 | $918k | 34k | 27.41 |
|
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| Lowe's Companies (LOW) | 0.1 | $892k | -2% | 3.3k | 270.85 |
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| Oracle Corporation (ORCL) | 0.1 | $850k | 5.0k | 170.40 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $847k | NEW | 8.9k | 95.75 |
|
| Ford Motor Company (F) | 0.1 | $842k | 80k | 10.56 |
|
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| Wells Fargo & Company (WFC) | 0.1 | $840k | 15k | 56.49 |
|
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| ConocoPhillips (COP) | 0.1 | $837k | 8.0k | 105.28 |
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| TJX Companies (TJX) | 0.1 | $831k | +7% | 7.1k | 117.54 |
|
| Walt Disney Company (DIS) | 0.1 | $828k | -5% | 8.6k | 96.19 |
|
| AeroVironment (AVAV) | 0.1 | $780k | NEW | 3.9k | 200.50 |
|
| Analog Devices (ADI) | 0.1 | $779k | +2% | 3.4k | 230.17 |
|
| Knife River Corp Common Stock (KNF) | 0.1 | $760k | 8.5k | 89.39 |
|
|
| Lgi Homes (LGIH) | 0.1 | $754k | -3% | 6.4k | 118.52 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $743k | -2% | 5.8k | 128.21 |
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| PerkinElmer (RVTY) | 0.1 | $734k | 5.7k | 127.75 |
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|
| CommVault Systems (CVLT) | 0.1 | $726k | NEW | 4.7k | 153.85 |
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| Cisco Systems (CSCO) | 0.1 | $722k | -8% | 14k | 53.22 |
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| Ball Corporation (BALL) | 0.1 | $722k | 11k | 67.91 |
|
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| Lockheed Martin Corporation (LMT) | 0.1 | $721k | +6% | 1.2k | 584.56 |
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| Philip Morris International (PM) | 0.1 | $701k | +6% | 5.8k | 121.40 |
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| Enterprise Products Partners (EPD) | 0.1 | $697k | +18% | 24k | 29.11 |
|
| Kkr & Co (KKR) | 0.1 | $682k | NEW | 5.2k | 130.58 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $673k | -2% | 3.9k | 173.67 |
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| Metropcs Communications (TMUS) | 0.1 | $669k | 3.2k | 206.36 |
|
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| International Business Machines (IBM) | 0.1 | $666k | +8% | 3.0k | 221.08 |
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| Advanced Micro Devices (AMD) | 0.1 | $665k | -3% | 4.1k | 164.08 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $646k | NEW | 13k | 49.70 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $643k | 7.3k | 88.14 |
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| Bristol Myers Squibb (BMY) | 0.1 | $639k | +34% | 12k | 51.74 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.1 | $635k | -31% | 23k | 28.14 |
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| Waste Management (WM) | 0.1 | $634k | 3.1k | 207.60 |
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| Uber Technologies (UBER) | 0.1 | $633k | +33% | 8.4k | 75.16 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 0.1 | $626k | +7% | 23k | 27.70 |
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| Cyberark Software SHS (CYBR) | 0.1 | $625k | NEW | 2.1k | 291.61 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $604k | +3% | 3.0k | 198.64 |
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| Apollo Global Mgmt (APO) | 0.1 | $602k | +11% | 4.8k | 124.91 |
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| Ge Aerospace Com New (GE) | 0.1 | $583k | +4% | 3.1k | 188.58 |
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| Phillips 66 (PSX) | 0.0 | $557k | 4.2k | 131.45 |
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| IDEXX Laboratories (IDXX) | 0.0 | $545k | +2% | 1.1k | 505.22 |
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| American Express Company (AXP) | 0.0 | $525k | +14% | 1.9k | 271.20 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $518k | 1.1k | 465.08 |
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| Guidewire Software (GWRE) | 0.0 | $491k | NEW | 2.7k | 182.94 |
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| Cigna Corp (CI) | 0.0 | $491k | +30% | 1.4k | 346.44 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $484k | -9% | 12k | 41.77 |
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| Stryker Corporation (SYK) | 0.0 | $471k | 1.3k | 361.26 |
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| Marriott Intl Cl A (MAR) | 0.0 | $470k | +4% | 1.9k | 248.66 |
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| Altria (MO) | 0.0 | $468k | +14% | 9.2k | 51.04 |
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| SPS Commerce (SPSC) | 0.0 | $466k | NEW | 2.4k | 194.17 |
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| Fiserv (FI) | 0.0 | $460k | +22% | 2.6k | 179.65 |
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| Pfizer (PFE) | 0.0 | $457k | +36% | 16k | 28.94 |
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| Manhattan Associates (MANH) | 0.0 | $451k | NEW | 1.6k | 281.38 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $449k | 7.1k | 63.00 |
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| Honeywell International (HON) | 0.0 | $449k | +3% | 2.2k | 206.71 |
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| W.W. Grainger (GWW) | 0.0 | $446k | +46% | 429.00 | 1038.81 |
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| Cognyte Software Ord Shs (CGNT) | 0.0 | $437k | NEW | 64k | 6.79 |
|
| Synopsys (SNPS) | 0.0 | $436k | +81% | 860.00 | 506.39 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $429k | 4.4k | 97.42 |
|
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| Anthem (ELV) | 0.0 | $421k | 809.00 | 520.00 |
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| EOG Resources (EOG) | 0.0 | $419k | +10% | 3.4k | 122.93 |
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| Fortinet (FTNT) | 0.0 | $411k | NEW | 5.3k | 77.55 |
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| Becton, Dickinson and (BDX) | 0.0 | $405k | -2% | 1.7k | 241.10 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $402k | -8% | 3.7k | 109.53 |
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| Palo Alto Networks (PANW) | 0.0 | $397k | +5% | 1.2k | 341.80 |
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| Zoetis Cl A (ZTS) | 0.0 | $394k | +9% | 2.0k | 195.38 |
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| Automatic Data Processing (ADP) | 0.0 | $392k | +39% | 1.4k | 276.73 |
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| American Tower Reit (AMT) | 0.0 | $391k | +9% | 1.7k | 232.56 |
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| Micron Technology (MU) | 0.0 | $389k | -17% | 3.8k | 103.71 |
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| Tractor Supply Company (TSCO) | 0.0 | $387k | -3% | 1.3k | 290.93 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $386k | 16k | 23.45 |
|
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| Morgan Stanley Com New (MS) | 0.0 | $383k | 3.7k | 104.24 |
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| Boeing Company (BA) | 0.0 | $380k | +47% | 2.5k | 152.04 |
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| United Parcel Service CL B (UPS) | 0.0 | $380k | -7% | 2.8k | 136.34 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $380k | +2% | 361.00 | 1051.24 |
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| Iqvia Holdings (IQV) | 0.0 | $379k | +4% | 1.6k | 236.97 |
|
| Kla Corp Com New (KLAC) | 0.0 | $374k | -6% | 483.00 | 774.41 |
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| Applied Materials (AMAT) | 0.0 | $372k | -8% | 1.8k | 202.05 |
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| Workday Cl A (WDAY) | 0.0 | $370k | +7% | 1.5k | 244.41 |
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| RBC Bearings Incorporated (RBC) | 0.0 | $363k | NEW | 1.2k | 299.38 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $361k | -4% | 3.1k | 115.02 |
|
| Chubb (CB) | 0.0 | $356k | +19% | 1.2k | 288.39 |
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| Ecolab (ECL) | 0.0 | $355k | +3% | 1.4k | 255.33 |
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| Doordash Cl A (DASH) | 0.0 | $354k | NEW | 2.5k | 142.73 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $354k | +4% | 1.6k | 223.09 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $350k | -4% | 1.4k | 243.06 |
|
| Eaton Corp SHS (ETN) | 0.0 | $350k | -6% | 1.1k | 331.44 |
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.0 | $348k | 7.6k | 45.70 |
|
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $346k | +10% | 10k | 34.29 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $342k | -14% | 2.1k | 162.91 |
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| Qualys (QLYS) | 0.0 | $339k | NEW | 2.6k | 128.46 |
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| Cummins (CMI) | 0.0 | $336k | 1.0k | 323.79 |
|
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| Xylem (XYL) | 0.0 | $332k | +3% | 2.5k | 135.03 |
|
| Caterpillar (CAT) | 0.0 | $332k | -7% | 849.00 | 391.12 |
|
| Valero Energy Corporation (VLO) | 0.0 | $330k | +42% | 2.4k | 135.03 |
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| Sap Se Spon Adr (SAP) | 0.0 | $323k | -23% | 1.4k | 229.10 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $319k | NEW | 1.5k | 209.87 |
|
| Ishares Tr Msci India Etf (INDA) | 0.0 | $319k | +1108% | 5.5k | 58.53 |
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| Carrier Global Corporation (CARR) | 0.0 | $319k | +2% | 4.0k | 80.49 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $318k | +7% | 14k | 23.42 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $318k | +2535% | 4.7k | 67.03 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $316k | NEW | 1.4k | 230.50 |
|
| Bio-techne Corporation (TECH) | 0.0 | $316k | NEW | 4.0k | 79.93 |
|
| CSX Corporation (CSX) | 0.0 | $310k | +2% | 9.0k | 34.53 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $308k | 1.3k | 237.21 |
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| Nextera Energy (NEE) | 0.0 | $308k | +9% | 3.6k | 84.53 |
|
| Hca Holdings (HCA) | 0.0 | $307k | -9% | 755.00 | 406.43 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $306k | 4.2k | 73.42 |
|
|
| Medpace Hldgs (MEDP) | 0.0 | $305k | NEW | 913.00 | 333.80 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $304k | 6.2k | 49.31 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $303k | -15% | 1.2k | 262.07 |
|
| FedEx Corporation (FDX) | 0.0 | $302k | +2% | 1.1k | 273.68 |
|
| Target Corporation (TGT) | 0.0 | $297k | -3% | 1.9k | 155.86 |
|
| Blackbaud (BLKB) | 0.0 | $297k | NEW | 3.5k | 84.68 |
|
| Crown Castle Intl (CCI) | 0.0 | $297k | +14% | 2.5k | 118.63 |
|
| Sable Offshore Corp Com Shs (SOC) | 0.0 | $296k | NEW | 13k | 23.63 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $295k | +3% | 559.00 | 528.07 |
|
| Morningstar (MORN) | 0.0 | $295k | NEW | 925.00 | 319.12 |
|
| FactSet Research Systems (FDS) | 0.0 | $295k | NEW | 641.00 | 459.85 |
|
| Spdr Ser Tr Russell Yield (ONEY) | 0.0 | $293k | 2.6k | 112.16 |
|
|
| Verizon Communications (VZ) | 0.0 | $292k | -10% | 6.5k | 44.91 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $288k | -14% | 345.00 | 833.25 |
|
| Insulet Corporation (PODD) | 0.0 | $287k | NEW | 1.2k | 232.75 |
|
| Starbucks Corporation (SBUX) | 0.0 | $283k | -5% | 2.9k | 97.49 |
|
| Amgen (AMGN) | 0.0 | $281k | +5% | 873.00 | 322.21 |
|
| Liveramp Holdings (RAMP) | 0.0 | $279k | NEW | 11k | 24.78 |
|
| Intel Corporation (INTC) | 0.0 | $278k | +35% | 12k | 23.46 |
|
| Msci (MSCI) | 0.0 | $277k | +6% | 475.00 | 582.93 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $275k | -63% | 6.0k | 45.86 |
|
| ResMed (RMD) | 0.0 | $274k | NEW | 1.1k | 244.12 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $271k | -72% | 4.7k | 57.53 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $270k | -30% | 1.3k | 206.57 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.0 | $268k | -25% | 9.5k | 28.15 |
|
| Omni (OMC) | 0.0 | $262k | NEW | 2.5k | 103.39 |
|
| Texas Roadhouse (TXRH) | 0.0 | $259k | +5% | 1.5k | 176.60 |
|
| 3M Company (MMM) | 0.0 | $257k | NEW | 1.9k | 136.70 |
|
| Allstate Corporation (ALL) | 0.0 | $254k | NEW | 1.3k | 189.65 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $253k | NEW | 2.3k | 111.88 |
|
| Goldman Sachs (GS) | 0.0 | $253k | NEW | 510.00 | 495.11 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $252k | -3% | 897.00 | 280.47 |
|
| Oneok (OKE) | 0.0 | $250k | NEW | 2.7k | 91.13 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $249k | 3.8k | 65.16 |
|
|
| J P Morgan Exchange Traded F Betbuld Msci (BBRE) | 0.0 | $249k | +79% | 2.5k | 100.91 |
|
| S&p Global (SPGI) | 0.0 | $249k | NEW | 482.00 | 516.62 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $247k | NEW | 3.0k | 83.80 |
|
| AutoZone (AZO) | 0.0 | $246k | -10% | 78.00 | 3150.04 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $244k | 5.4k | 45.51 |
|
|
| Intuit (INTU) | 0.0 | $243k | 391.00 | 621.00 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $242k | 2.9k | 83.63 |
|
|
| American Electric Power Company (AEP) | 0.0 | $242k | NEW | 2.4k | 102.60 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $241k | 2.2k | 110.47 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $239k | -9% | 3.6k | 65.95 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $238k | NEW | 847.00 | 281.37 |
|
| Hp (HPQ) | 0.0 | $238k | +2% | 6.6k | 35.87 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $236k | +1479% | 3.6k | 64.60 |
|
| Verisk Analytics (VRSK) | 0.0 | $230k | -7% | 858.00 | 267.96 |
|
| Mettler-Toledo International (MTD) | 0.0 | $230k | -33% | 153.00 | 1499.70 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $227k | -42% | 1.1k | 200.78 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $222k | NEW | 780.00 | 284.00 |
|
| McKesson Corporation (MCK) | 0.0 | $220k | -21% | 444.00 | 494.42 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $216k | NEW | 1.4k | 154.02 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $215k | +55% | 2.2k | 95.95 |
|
| Franklin Resources (BEN) | 0.0 | $212k | -3% | 11k | 20.15 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $212k | 792.00 | 267.37 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $209k | NEW | 5.8k | 36.15 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $208k | NEW | 4.6k | 45.73 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $205k | 2.2k | 95.49 |
|
|
| Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 0.0 | $204k | 5.0k | 40.78 |
|
|
| Medtronic SHS (MDT) | 0.0 | $204k | NEW | 2.3k | 90.03 |
|
| Deere & Company (DE) | 0.0 | $204k | -11% | 488.00 | 417.33 |
|
| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $204k | NEW | 15k | 13.76 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $203k | 4.0k | 50.74 |
|
|
| Halliburton Company (HAL) | 0.0 | $201k | 6.9k | 29.05 |
|
|
| Dow (DOW) | 0.0 | $200k | -11% | 3.7k | 54.63 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $196k | +114% | 4.3k | 45.32 |
|
| Star Hldgs Shs Ben Int (STHO) | 0.0 | $183k | NEW | 13k | 13.84 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $175k | 1.5k | 116.96 |
|
|
| Ishares Em Mkts Div Etf (DVYE) | 0.0 | $166k | 5.8k | 28.70 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $163k | +490% | 1.2k | 135.44 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $163k | 37k | 4.37 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $152k | -6% | 2.7k | 55.63 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $150k | 2.4k | 62.32 |
|
|
| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $145k | 1.2k | 123.32 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $144k | 1.1k | 135.07 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $128k | 219.00 | 586.52 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $125k | +1617% | 2.8k | 44.67 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $120k | NEW | 1.7k | 70.67 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $117k | 1.4k | 82.53 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $116k | NEW | 1.4k | 83.00 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $113k | -29% | 489.00 | 230.59 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $109k | NEW | 1.2k | 90.40 |
|
| Ishares Msci Aust Etf (EWA) | 0.0 | $108k | NEW | 4.0k | 27.11 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $106k | NEW | 1.1k | 96.38 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $105k | 972.00 | 107.65 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $103k | 1.1k | 91.31 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $103k | +1402% | 616.00 | 166.82 |
|
| Dimensional Etf Trust Calif Mun Bd Etf (DFCA) | 0.0 | $102k | 2.0k | 50.68 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $98k | 646.00 | 151.57 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $93k | 1.2k | 78.05 |
|
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $90k | NEW | 2.8k | 32.27 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $90k | +2% | 2.2k | 41.76 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $85k | 1.8k | 47.85 |
|
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $78k | +11% | 12k | 6.48 |
|
| Spirit Airlines (SAVE) | 0.0 | $71k | 30k | 2.40 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $60k | 904.00 | 66.52 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $58k | 463.00 | 125.62 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $57k | 251.00 | 225.76 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $55k | +212% | 225.00 | 243.47 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $46k | NEW | 355.00 | 128.28 |
|
| Spdr Ser Tr S&p Pharmac (XPH) | 0.0 | $44k | 1.0k | 44.36 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $43k | 163.00 | 263.83 |
|
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $43k | 126.00 | 340.48 |
|
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $40k | -52% | 1.4k | 29.06 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $40k | 282.00 | 142.04 |
|
|
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $40k | 275.00 | 145.39 |
|
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $38k | 830.00 | 45.65 |
|
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $34k | 583.00 | 58.11 |
|
|
| Ishares Tr Faln Angls Usd (FALN) | 0.0 | $31k | +9% | 1.1k | 27.34 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $29k | 785.00 | 37.37 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $27k | -22% | 85.00 | 314.39 |
|
| Ishares Tr Us Consm Staples (IYK) | 0.0 | $24k | 342.00 | 70.57 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $24k | 400.00 | 59.51 |
|
|
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.0 | $24k | +8% | 12k | 2.06 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $24k | -48% | 490.00 | 48.14 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $19k | 141.00 | 131.91 |
|
|
| Ishares Msci Sth Kor Etf (EWY) | 0.0 | $13k | -6% | 210.00 | 63.96 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $13k | 198.00 | 67.70 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $12k | 43.00 | 276.77 |
|
|
| Vanguard World Materials Etf (VAW) | 0.0 | $10k | 48.00 | 211.48 |
|
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.0 | $7.1k | 81.00 | 87.74 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $6.2k | -82% | 96.00 | 64.69 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $5.8k | -6% | 44.00 | 132.25 |
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.0 | $5.3k | -42% | 208.00 | 25.64 |
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.0 | $5.0k | 161.00 | 30.85 |
|
|
| Ishares Tr Us Regnl Bks Etf (IAT) | 0.0 | $4.8k | 100.00 | 47.54 |
|
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.0 | $4.2k | 174.00 | 24.05 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $3.5k | 24.00 | 145.58 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $2.5k | 30.00 | 84.53 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $459.000000 | 8.00 | 57.38 |
|
Past Filings by Angeles Wealth Management
SEC 13F filings are viewable for Angeles Wealth Management going back to 2022
- 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