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 45.48% of Angeles Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VT (+$31M), MGK (+$24M), SCHG (+$23M), EWJ (+$16M), SPYV (+$15M), SUB (+$10M), VOO (+$8.1M), BAC, ARES, VXUS.
- Started 97 new stock positions in IEMG, NOK, SAVE, XLRE, SCHG, VAW, PICK, AXP, DPZ, CCI.
- Reduced shares in these 10 stocks: IXUS (-$9.2M), VTV, IWB, VGSH, URTH, IWD, VUG, AMZN, VYM, SPYG.
- Sold out of its positions in AZN, C, DBAW, DFIV, GM, RSP, XMHQ, PRFZ, IXP, IEF.
- Angeles Wealth Management was a net buyer of stock by $164M.
- Angeles Wealth Management has $1000M in assets under management (AUM), dropping by 41.23%.
- Central Index Key (CIK): 0001929170
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Portfolio Holdings for Angeles Wealth Management
Angeles Wealth Management holds 296 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard World Mega Grwth Ind (MGK) | 12.0 | $120M | +25% | 420k | 286.61 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 11.8 | $118M | +36% | 1.1M | 110.50 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 8.0 | $81M | +22% | 1.6M | 50.10 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.3 | $73M | +12% | 153k | 480.70 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 6.3 | $63M | +6% | 1.0M | 60.30 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 5.4 | $54M | +22% | 513k | 104.73 |
|
| Vanguard Index Fds Value Etf (VTV) | 3.0 | $30M | -9% | 185k | 162.86 |
|
| Microsoft Corporation (MSFT) | 3.0 | $30M | +7% | 71k | 420.72 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 2.5 | $25M | +13% | 377k | 67.34 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.4 | $24M | +9% | 45k | 523.07 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 2.3 | $23M | +20% | 173k | 132.98 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.3 | $23M | NEW | 246k | 92.72 |
|
| Ishares Msci World Etf (URTH) | 1.9 | $19M | -10% | 134k | 144.91 |
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 1.9 | $19M | +10% | 740k | 25.22 |
|
| Apple (AAPL) | 1.8 | $18M | +5% | 107k | 171.48 |
|
| Ishares Msci Jpn Etf New (EWJ) | 1.6 | $16M | NEW | 230k | 71.35 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 1.6 | $16M | +12% | 738k | 21.15 |
|
| Ishares Tr Core Msci Total (IXUS) | 1.4 | $14M | -38% | 213k | 67.86 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.4 | $14M | +17% | 172k | 81.78 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $12M | 45k | 259.90 |
|
|
| Amazon (AMZN) | 0.8 | $7.8M | -10% | 43k | 180.38 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.8 | $7.7M | +12% | 240k | 32.23 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.7 | $7.4M | -25% | 127k | 58.07 |
|
| NVIDIA Corporation (NVDA) | 0.7 | $7.3M | +34% | 8.0k | 903.56 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $6.8M | -18% | 20k | 344.20 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $5.8M | 7.9k | 732.63 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $4.6M | +30% | 30k | 152.26 |
|
| Bank of America Corporation (BAC) | 0.4 | $4.4M | +786% | 117k | 37.92 |
|
| Sherwin-Williams Company (SHW) | 0.4 | $4.2M | +2% | 12k | 347.33 |
|
| Home Depot (HD) | 0.4 | $4.1M | +7% | 11k | 383.60 |
|
| Merck & Co (MRK) | 0.3 | $3.5M | +8% | 26k | 131.95 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $3.5M | +28% | 8.3k | 420.52 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $3.5M | +16% | 23k | 150.93 |
|
| Meta Platforms Cl A (META) | 0.3 | $3.4M | +45% | 7.1k | 485.58 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $3.2M | +27% | 4.1k | 777.96 |
|
| Visa Com Cl A (V) | 0.3 | $3.1M | +21% | 11k | 279.08 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.3 | $2.6M | -5% | 63k | 40.90 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $2.5M | -7% | 4.8k | 525.73 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $2.4M | +15% | 12k | 200.30 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $2.3M | 20k | 116.24 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $2.3M | +9% | 4.7k | 481.57 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $2.2M | +9% | 25k | 90.05 |
|
| Johnson & Johnson (JNJ) | 0.2 | $2.2M | +13% | 14k | 158.19 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $2.2M | -5% | 3.8k | 581.21 |
|
| Pepsi (PEP) | 0.2 | $2.2M | +7% | 12k | 175.01 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $1.9M | +3% | 4.7k | 399.09 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $1.8M | 14k | 128.40 |
|
|
| Abbvie (ABBV) | 0.2 | $1.8M | +55% | 9.7k | 182.10 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.2 | $1.8M | NEW | 20k | 89.50 |
|
| Ardagh Metal Packaging S A SHS (AMBP) | 0.2 | $1.7M | NEW | 485k | 3.43 |
|
| Quanta Services (PWR) | 0.2 | $1.5M | 5.9k | 259.80 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.5M | 12k | 131.37 |
|
|
| Moody's Corporation (MCO) | 0.2 | $1.5M | +2% | 3.8k | 393.03 |
|
| Union Pacific Corporation (UNP) | 0.1 | $1.5M | 5.9k | 245.93 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.4M | 4.2k | 337.01 |
|
|
| Cintas Corporation (CTAS) | 0.1 | $1.4M | +3% | 2.0k | 687.03 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.4M | 7.6k | 182.61 |
|
|
| Nike CL B (NKE) | 0.1 | $1.4M | -6% | 15k | 93.98 |
|
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.1 | $1.3M | 19k | 67.39 |
|
|
| salesforce (CRM) | 0.1 | $1.3M | +23% | 4.2k | 301.18 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.1 | $1.2M | 12k | 105.27 |
|
|
| Netflix (NFLX) | 0.1 | $1.2M | +101% | 2.0k | 607.33 |
|
| Broadcom (AVGO) | 0.1 | $1.2M | +122% | 878.00 | 1325.41 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.1 | $1.2M | NEW | 43k | 26.75 |
|
| Linde SHS (LIN) | 0.1 | $1.1M | +38% | 2.4k | 464.32 |
|
| UnitedHealth (UNH) | 0.1 | $1.1M | +50% | 2.2k | 494.70 |
|
| Ford Motor Company (F) | 0.1 | $1.1M | +499% | 79k | 13.28 |
|
| ConocoPhillips (COP) | 0.1 | $1.0M | 8.2k | 127.28 |
|
|
| Walt Disney Company (DIS) | 0.1 | $1.0M | -12% | 8.3k | 122.36 |
|
| Tesla Motors (TSLA) | 0.1 | $999k | +41% | 5.7k | 175.79 |
|
| Coupang Cl A (CPNG) | 0.1 | $971k | 55k | 17.79 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $953k | +2% | 2.8k | 346.61 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $939k | 14k | 67.13 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $926k | +13% | 9.8k | 94.41 |
|
| Evercore Class A (EVR) | 0.1 | $924k | 4.8k | 192.59 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $923k | 17k | 54.40 |
|
|
| Republic Services (RSG) | 0.1 | $921k | 4.8k | 191.44 |
|
|
| Lgi Homes (LGIH) | 0.1 | $912k | -3% | 7.8k | 116.37 |
|
| Danaher Corporation (DHR) | 0.1 | $907k | -5% | 3.6k | 249.72 |
|
| Abbott Laboratories (ABT) | 0.1 | $900k | +35% | 7.9k | 113.66 |
|
| Chevron Corporation (CVX) | 0.1 | $877k | +5% | 5.6k | 157.74 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.1 | $877k | NEW | 28k | 31.61 |
|
| Qualcomm (QCOM) | 0.1 | $853k | +69% | 5.0k | 169.30 |
|
| MDU Resources (MDU) | 0.1 | $844k | 34k | 25.20 |
|
|
| Servicenow (NOW) | 0.1 | $823k | +25% | 1.1k | 762.40 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $822k | 2.3k | 354.98 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $802k | +11% | 2.8k | 281.95 |
|
| Advanced Micro Devices (AMD) | 0.1 | $792k | +19% | 4.4k | 180.49 |
|
| Procter & Gamble Company (PG) | 0.1 | $790k | +16% | 4.9k | 162.25 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $751k | +13% | 7.7k | 97.53 |
|
| Progressive Corporation (PGR) | 0.1 | $740k | +7% | 3.6k | 206.82 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $738k | +3% | 3.5k | 210.30 |
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $724k | 40k | 18.25 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $721k | +16% | 1.4k | 504.60 |
|
| Ball Corporation (BALL) | 0.1 | $715k | -13% | 11k | 67.36 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $714k | -51% | 5.9k | 120.99 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $709k | -30% | 17k | 41.08 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $685k | -42% | 1.5k | 444.01 |
|
| Coca-Cola Company (KO) | 0.1 | $682k | +15% | 11k | 61.18 |
|
| Knife River Corp Common Stock (KNF) | 0.1 | $679k | 8.4k | 81.08 |
|
|
| Cisco Systems (CSCO) | 0.1 | $675k | +53% | 14k | 49.91 |
|
| TJX Companies (TJX) | 0.1 | $670k | +38% | 6.6k | 101.42 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.1 | $653k | NEW | 26k | 25.49 |
|
| Wal-Mart Stores (WMT) | 0.1 | $631k | +356% | 11k | 60.17 |
|
| Waste Management (WM) | 0.1 | $627k | +8% | 2.9k | 213.15 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $614k | 7.3k | 84.09 |
|
|
| Phillips 66 (PSX) | 0.1 | $602k | +18% | 3.7k | 163.34 |
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| PerkinElmer (RVTY) | 0.1 | $598k | NEW | 5.7k | 105.00 |
|
| Old Dominion Freight Line (ODFL) | 0.1 | $594k | +67% | 2.7k | 219.31 |
|
| Lam Research Corporation (LRCX) | 0.1 | $592k | +23% | 609.00 | 971.57 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $561k | +25% | 2.8k | 201.50 |
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| Analog Devices (ADI) | 0.1 | $559k | +28% | 2.8k | 197.79 |
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| IDEXX Laboratories (IDXX) | 0.1 | $546k | 1.0k | 539.93 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $539k | +202% | 6.0k | 90.44 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $538k | -56% | 7.4k | 73.15 |
|
| International Business Machines (IBM) | 0.1 | $536k | +35% | 2.8k | 190.96 |
|
| General Electric Com New (GE) | 0.1 | $532k | NEW | 3.0k | 175.53 |
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| Enterprise Products Partners (EPD) | 0.1 | $525k | +59% | 18k | 29.18 |
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| Marriott Intl Cl A (MAR) | 0.1 | $507k | +43% | 2.0k | 252.36 |
|
| BlackRock (BLK) | 0.0 | $490k | -6% | 588.00 | 833.70 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $477k | +2% | 8.8k | 54.23 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 0.0 | $474k | NEW | 18k | 26.94 |
|
| Cigna Corp (CI) | 0.0 | $467k | -2% | 1.3k | 363.19 |
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| Uber Technologies (UBER) | 0.0 | $464k | NEW | 6.0k | 76.99 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $462k | 3.4k | 136.05 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $446k | +27% | 1.1k | 418.01 |
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| Stryker Corporation (SYK) | 0.0 | $444k | +3% | 1.2k | 357.87 |
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| Philip Morris International (PM) | 0.0 | $444k | +9% | 4.8k | 91.62 |
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| Apollo Global Mgmt (APO) | 0.0 | $442k | +30% | 3.9k | 112.45 |
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| Oracle Corporation (ORCL) | 0.0 | $441k | +27% | 3.5k | 125.61 |
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| Intel Corporation (INTC) | 0.0 | $440k | +23% | 10k | 44.17 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $423k | NEW | 8.8k | 47.89 |
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| Honeywell International (HON) | 0.0 | $420k | +6% | 2.0k | 205.25 |
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| Becton, Dickinson and (BDX) | 0.0 | $420k | -10% | 1.7k | 247.45 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $418k | -11% | 7.1k | 58.65 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $418k | +42% | 9.6k | 43.35 |
|
| Lowe's Companies (LOW) | 0.0 | $404k | NEW | 1.6k | 254.73 |
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| Wells Fargo & Company (WFC) | 0.0 | $397k | NEW | 6.8k | 57.96 |
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| Applied Materials (AMAT) | 0.0 | $394k | NEW | 1.9k | 206.23 |
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| CSX Corporation (CSX) | 0.0 | $388k | -4% | 11k | 37.07 |
|
| Iqvia Holdings (IQV) | 0.0 | $386k | 1.5k | 252.89 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $386k | +50% | 4.5k | 86.48 |
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| Booking Holdings (BKNG) | 0.0 | $385k | NEW | 106.00 | 3627.88 |
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| American Express Company (AXP) | 0.0 | $383k | NEW | 1.7k | 227.69 |
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| Fiserv (FI) | 0.0 | $381k | +23% | 2.4k | 159.82 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $380k | -2% | 2.0k | 191.88 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $375k | NEW | 17k | 22.77 |
|
| Micron Technology (MU) | 0.0 | $375k | NEW | 3.2k | 117.89 |
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| Morgan Stanley Com New (MS) | 0.0 | $375k | NEW | 4.0k | 94.16 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $368k | NEW | 808.00 | 454.87 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $364k | NEW | 1.8k | 205.72 |
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| Anthem (ELV) | 0.0 | $355k | NEW | 684.00 | 518.54 |
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| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.0 | $350k | 7.6k | 45.94 |
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| Sap Se Spon Adr (SAP) | 0.0 | $350k | NEW | 1.8k | 195.03 |
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| Tractor Supply Company (TSCO) | 0.0 | $346k | +15% | 1.3k | 261.72 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $344k | -6% | 354.00 | 970.47 |
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| Metropcs Communications (TMUS) | 0.0 | $341k | NEW | 2.1k | 163.22 |
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| Eaton Corp SHS (ETN) | 0.0 | $339k | NEW | 1.1k | 312.68 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $338k | +7% | 3.5k | 96.73 |
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| Starbucks Corporation (SBUX) | 0.0 | $335k | -7% | 3.7k | 91.39 |
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| Altria (MO) | 0.0 | $333k | +20% | 7.6k | 43.62 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $330k | NEW | 3.0k | 108.31 |
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| United Parcel Service CL B (UPS) | 0.0 | $325k | NEW | 2.2k | 148.63 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $317k | -26% | 1.4k | 228.59 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $313k | +4% | 325.00 | 962.49 |
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| Microchip Technology (MCHP) | 0.0 | $310k | 3.5k | 89.71 |
|
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| Halliburton Company (HAL) | 0.0 | $308k | +47% | 7.8k | 39.42 |
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| Mettler-Toledo International (MTD) | 0.0 | $308k | +26% | 231.00 | 1331.29 |
|
| Caterpillar (CAT) | 0.0 | $307k | NEW | 837.00 | 366.43 |
|
| Franklin Resources (BEN) | 0.0 | $306k | +2% | 11k | 28.11 |
|
| Xylem (XYL) | 0.0 | $306k | -4% | 2.4k | 129.24 |
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| Dow (DOW) | 0.0 | $303k | NEW | 5.2k | 57.93 |
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| Verizon Communications (VZ) | 0.0 | $302k | +10% | 7.2k | 41.96 |
|
| Boeing Company (BA) | 0.0 | $294k | +8% | 1.5k | 192.99 |
|
| Workday Cl A (WDAY) | 0.0 | $294k | NEW | 1.1k | 272.75 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $292k | +499% | 9.1k | 31.95 |
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| Cummins (CMI) | 0.0 | $289k | NEW | 980.00 | 294.65 |
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| Zoetis Cl A (ZTS) | 0.0 | $288k | +7% | 1.7k | 169.21 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $287k | 4.2k | 68.80 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $285k | NEW | 1.3k | 213.31 |
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| Spdr Ser Tr Russell Yield (ONEY) | 0.0 | $284k | 2.6k | 108.66 |
|
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| Kla Corp Com New (KLAC) | 0.0 | $277k | NEW | 396.00 | 698.57 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $276k | 3.1k | 88.17 |
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| Automatic Data Processing (ADP) | 0.0 | $271k | 1.1k | 249.74 |
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| Pioneer Natural Resources (PXD) | 0.0 | $261k | NEW | 993.00 | 262.50 |
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| Pfizer (PFE) | 0.0 | $259k | -38% | 9.3k | 27.75 |
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| Chubb (CB) | 0.0 | $259k | NEW | 999.00 | 259.13 |
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| Intuit (INTU) | 0.0 | $251k | NEW | 386.00 | 650.00 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $251k | +13% | 1.4k | 174.21 |
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| Domino's Pizza (DPZ) | 0.0 | $246k | NEW | 495.00 | 496.88 |
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| Valero Energy Corporation (VLO) | 0.0 | $246k | NEW | 1.4k | 170.69 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $246k | +5% | 12k | 20.13 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $245k | 511.00 | 478.66 |
|
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| Deere & Company (DE) | 0.0 | $244k | NEW | 593.00 | 410.74 |
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| Palo Alto Networks (PANW) | 0.0 | $235k | -36% | 826.00 | 284.13 |
|
| Crown Castle Intl (CCI) | 0.0 | $235k | NEW | 2.2k | 105.83 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $235k | +6320% | 2.2k | 107.41 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $231k | -36% | 2.9k | 79.86 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $231k | +5% | 5.4k | 43.04 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $230k | NEW | 1.4k | 164.96 |
|
| Illinois Tool Works (ITW) | 0.0 | $227k | NEW | 846.00 | 268.33 |
|
| Carrier Global Corporation (CARR) | 0.0 | $223k | 3.8k | 58.13 |
|
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| McKesson Corporation (MCK) | 0.0 | $220k | NEW | 410.00 | 536.85 |
|
| Ecolab (ECL) | 0.0 | $220k | NEW | 952.00 | 230.90 |
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| Amphenol Corp Cl A (APH) | 0.0 | $218k | NEW | 1.9k | 115.35 |
|
| Amgen (AMGN) | 0.0 | $210k | NEW | 737.00 | 284.32 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $209k | NEW | 2.9k | 72.34 |
|
| O'reilly Automotive (ORLY) | 0.0 | $209k | NEW | 185.00 | 1128.88 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $207k | 792.00 | 260.72 |
|
|
| Nextera Energy (NEE) | 0.0 | $206k | NEW | 3.2k | 63.91 |
|
| Waste Connections (WCN) | 0.0 | $204k | -50% | 1.2k | 172.01 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $204k | NEW | 7.5k | 27.19 |
|
| Hca Holdings (HCA) | 0.0 | $204k | NEW | 610.00 | 333.53 |
|
| J P Morgan Exchange Traded F Betbuld Msci (BBRE) | 0.0 | $203k | NEW | 2.3k | 88.48 |
|
| Alps Etf Tr Alerian Energy (ENFR) | 0.0 | $203k | NEW | 8.0k | 25.43 |
|
| Kinder Morgan (KMI) | 0.0 | $203k | NEW | 11k | 18.34 |
|
| Target Corporation (TGT) | 0.0 | $203k | NEW | 1.1k | 177.21 |
|
| Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 0.0 | $203k | 5.0k | 40.50 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $202k | NEW | 4.3k | 47.02 |
|
| Shell Spon Ads (SHEL) | 0.0 | $202k | NEW | 3.0k | 67.04 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $202k | 4.0k | 50.45 |
|
|
| Synopsys (SNPS) | 0.0 | $201k | NEW | 351.00 | 571.50 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $200k | NEW | 2.1k | 93.71 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $197k | 1.6k | 123.18 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $188k | +4% | 359.00 | 524.34 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $177k | +116% | 4.2k | 41.77 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $172k | +327% | 3.2k | 54.43 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $165k | +162% | 1.5k | 110.52 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $156k | 1.7k | 91.80 |
|
|
| Ishares Em Mkts Div Etf (DVYE) | 0.0 | $152k | 5.8k | 26.16 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $146k | +499% | 2.4k | 60.74 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.0 | $144k | NEW | 5.1k | 28.23 |
|
| Spirit Airlines (SAVE) | 0.0 | $144k | NEW | 30k | 4.84 |
|
| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $143k | 1.2k | 121.19 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $135k | +13% | 2.3k | 58.55 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $132k | NEW | 37k | 3.54 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $110k | +411% | 486.00 | 225.92 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $106k | 1.4k | 74.81 |
|
|
| Dimensional Etf Trust Calif Mun Bd Etf (DFCA) | 0.0 | $101k | NEW | 2.0k | 50.42 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $101k | 972.00 | 103.79 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $94k | NEW | 1.1k | 83.58 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $88k | -47% | 2.1k | 42.12 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $88k | +32% | 1.2k | 74.22 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $87k | NEW | 913.00 | 95.65 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $84k | -96% | 290.00 | 288.03 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $82k | NEW | 1.3k | 61.90 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $80k | +15% | 1.9k | 42.11 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $70k | -57% | 12k | 5.75 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $61k | +178% | 292.00 | 208.27 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $61k | -84% | 975.00 | 62.32 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $54k | +11% | 890.00 | 61.05 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $50k | +94% | 396.00 | 125.96 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $49k | +96% | 427.00 | 115.30 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $41k | +254% | 163.00 | 249.86 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $40k | NEW | 126.00 | 317.73 |
|
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.0 | $39k | NEW | 250.00 | 154.93 |
|
| Ishares Tr Us Consm Staples (IYK) | 0.0 | $38k | NEW | 561.00 | 67.63 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $38k | +44% | 288.00 | 131.70 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $37k | -93% | 282.00 | 131.24 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $36k | NEW | 275.00 | 131.22 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $35k | -12% | 851.00 | 40.71 |
|
| Ishares Tr Glob Indstrl Etf (EXI) | 0.0 | $35k | NEW | 247.00 | 139.69 |
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.0 | $33k | NEW | 1.5k | 22.37 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $29k | -81% | 355.00 | 80.63 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.0 | $28k | -10% | 1.0k | 26.86 |
|
| Ishares Tr Us Consum Discre (IYC) | 0.0 | $26k | NEW | 322.00 | 81.97 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $26k | NEW | 388.00 | 65.86 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $25k | -29% | 308.00 | 81.66 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $23k | NEW | 400.00 | 57.86 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $22k | NEW | 459.00 | 47.44 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $22k | NEW | 543.00 | 39.53 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $17k | 72.00 | 235.79 |
|
|
| Vanguard World Materials Etf (VAW) | 0.0 | $17k | NEW | 81.00 | 204.43 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $17k | NEW | 141.00 | 117.21 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $16k | NEW | 281.00 | 57.54 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $13k | NEW | 231.00 | 57.96 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $13k | NEW | 156.00 | 85.06 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $13k | +39% | 198.00 | 63.33 |
|
| Ishares Msci Gbl Etf New (PICK) | 0.0 | $13k | NEW | 300.00 | 41.70 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $12k | NEW | 180.00 | 63.74 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $11k | 43.00 | 247.42 |
|
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $9.7k | NEW | 213.00 | 45.61 |
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.0 | $7.1k | NEW | 81.00 | 87.28 |
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.0 | $5.0k | NEW | 161.00 | 30.83 |
|
| Ishares Tr Us Regnl Bks Etf (IAT) | 0.0 | $4.3k | 100.00 | 43.38 |
|
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.0 | $4.1k | NEW | 174.00 | 23.46 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $3.7k | -93% | 20.00 | 183.90 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $3.5k | -95% | 24.00 | 147.75 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $2.1k | NEW | 27.00 | 76.37 |
|
| Ishares Tr China Lg-cap Etf (FXI) | 0.0 | $1.4k | NEW | 57.00 | 24.07 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $570.000000 | NEW | 4.00 | 142.50 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 0.0 | $517.000000 | NEW | 11.00 | 47.00 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $413.000000 | NEW | 8.00 | 51.62 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.0 | $378.000000 | NEW | 9.00 | 42.00 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $202.000000 | NEW | 8.00 | 25.25 |
|
| Dimensional Etf Trust Global Ex Us Cor (DFGX) | 0.0 | $106.000000 | NEW | 2.00 | 53.00 |
|
Past Filings by Angeles Wealth Management
SEC 13F filings are viewable for Angeles Wealth Management going back to 2022
- 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