Angeles Wealth Management, LLC Purchases in Q2 2025

Angeles Wealth Management, LLC

  • $1.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
41K
+ 7.67%
$273.67 - $366.17 $11.2M - $15M
575K $211M
MUB
Ishares National Muni Bond ETF

ETFs
365K
+ 168.28%
$102.31 - $105.8 $37.3M - $38.6M
581K $60.7M
VT
Vanguard Total World Stk Index

ETFs
37.9K
+ 2.95%
$103.16 - $128.52 $3.91M - $4.87M
1.32M $170M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
213K
+ 48.0%
$62.73 - $78.42 $13.4M - $16.7M
658K $51M
VTV
Vanguard Value ETF

ETFs
85.1K
+ 46.55%
$153.67 - $176.74 $13.1M - $15M
268K $47.4M
MSFT
Microsoft Corp

Technology
7.41K
+ 9.56%
$354.56 - $497.45 $2.63M - $3.69M
84.9K $42.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
65K
+ 5.52%
$55.54 - $69.09 $3.61M - $4.49M
1.24M $85.8M
NVDA
Nvidia Corp

Technology
13.9K
+ 13.79%
$94.31 - $157.99 $1.31M - $2.19M
115K $18.1M
ARES
Ares Management Corp

Financial Services
1
+ 0.0%
$118.04 - $175.83 $118 - $176
214K $37.1M
VTI
Vanguard Total Stock Market Et

ETFs
10.1K
+ 22.74%
$243.75 - $303.93 $2.47M - $3.08M
54.6K $16.6M
VEA
Vanguard Ftse Developed Market

ETFs
74.2K
New
$45.65 - $57.01 $3.39M - $4.23M
74.2K $4.23M
AMZN
Amazon Com Inc

Consumer Cyclical
6.77K
+ 13.5%
$167.32 - $223.3 $1.13M - $1.51M
56.9K $12.5M
URTH
Ishares Msci World ETF

ETFs
6.41K
+ 5.68%
$136.3 - $169.38 $874K - $1.09M
119K $20.2M
EWJ
Ishares Msci Japan ETF

ETFs
13.2K
+ 4.69%
$61.32 - $75.28 $807K - $991K
294K $22M
AVGO
Broadcom Inc.

Technology
3.62K
+ 23.02%
$146.29 - $275.65 $529K - $997K
19.3K $5.33M
SUB
Ishares Short Term National Mu

ETFs
22.8K
+ 80.73%
$104.77 - $106.34 $2.39M - $2.43M
51.1K $5.43M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
95.2K
+ 1895.36%
$19.1 - $23.83 $1.82M - $2.27M
100K $2.39M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
75.8K
New
$17.76 - $22.1 $1.35M - $1.68M
75.8K $1.68M
META
Meta Platforms, Inc.

Communication Services
114
+ 1.2%
$484.66 - $738.09 $55.3K - $84.1K
9.62K $7.1M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
18.6K
New
$60.61 - $87.72 $1.13M - $1.64M
18.6K $1.58M
NFLX
Netflix Inc

Communication Services
240
+ 9.74%
$855.86 - $1339.13 $205K - $321K
2.7K $3.62M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
20.7K
+ 858.75%
$51.16 - $62.02 $1.06M - $1.28M
23.1K $1.43M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
30.1K
New
$30.96 - $40.6 $931K - $1.22M
30.1K $1.21M
GOOGL
Alphabet Inc.

Communication Services
2.77K
+ 8.66%
$144.7 - $178.6 $401K - $495K
34.8K $6.13M
IWD
Ishares Russell 1000 Val ETF

ETFs
5.98K
New
$166.82 - $194.23 $998K - $1.16M
5.98K $1.16M
PWR
Quanta Services, Inc.

Industrials
1.18K
+ 21.18%
$239.47 - $381.26 $283K - $451K
6.76K $2.56M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
22.2K
+ 936.82%
$39.89 - $49.46 $886K - $1.1M
24.6K $1.22M
GOOG
Alphabet Inc.

Communication Services
1.01K
+ 2.53%
$146.58 - $180.01 $148K - $181K
40.9K $7.25M
COST
Costco Wholesale Corp

Consumer Defensive
591
+ 6.01%
$908.13 - $1056.85 $537K - $625K
10.4K $10.3M
TSLA
Tesla, Inc.

Consumer Cyclical
1.36K
+ 14.85%
$221.86 - $362.89 $301K - $493K
10.5K $3.34M
IWF
Ishares Russell 1000 Gr ETF

ETFs
640
+ 7.09%
$320.42 - $424.58 $205K - $272K
9.67K $4.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19.4K
New
$34.72 - $42.74 $674K - $829K
19.4K $829K
V
Visa Inc.

Financial Services
2.11K
+ 13.09%
$308.27 - $373.31 $651K - $788K
18.2K $6.48M
IEMG
Ishares Inc

ETFs
14.8K
+ 689.81%
N/A
16.9K $906K
TOST
Toast, Inc.

Technology
15K
+ 174.63%
$30.03 - $45.23 $450K - $678K
23.6K $1.04M
HOOD
Robinhood Markets, Inc.

Technology
354
+ 2.75%
$34.17 - $93.63 $12.1K - $33.1K
13.2K $1.24M
NOW
Service Now, Inc.

Technology
374
+ 27.28%
$721.65 - $1040.18 $270K - $389K
1.75K $1.79M
CPNG
Coupang, Inc.

Consumer Cyclical
7K
+ 12.71%
$19.76 - $30.81 $138K - $216K
62.1K $1.86M
VO
Vanguard Mid Cap ETF

ETFs
2.29K
+ 1403.07%
$228.54 - $279.83 $523K - $640K
2.45K $685K
WGO
Winnebago Industries Inc

Consumer Cyclical
20.8K
New
$28.24 - $37.27 $587K - $775K
20.8K $603K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.19K
+ 347.09%
$90.56 - $109.49 $470K - $568K
6.68K $730K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.33K
+ 31.55%
$141.37 - $228.57 $188K - $304K
5.54K $1.25M
ORCL
Oracle Corp

Technology
407
+ 7.42%
$122.82 - $218.63 $50K - $89K
5.89K $1.29M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.81K
+ 228.41%
$219.76 - $276.94 $398K - $501K
2.6K $720K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.77K
New
$100.35 - $100.71 $479K - $481K
4.77K $480K
SNPS
Synopsys Inc

Technology
932
New
$380.9 - $517.66 $355K - $482K
932 $477K
PLTR
Palantir Technologies Inc.

Technology
1.38K
+ 25.4%
$74.01 - $144.25 $102K - $198K
6.79K $925K
MA
Mastercard Inc

Financial Services
677
+ 10.74%
$479.92 - $590.74 $325K - $400K
6.98K $3.92M
USB
Us Bancorp \De\

Financial Services
10.1K
New
$36.4 - $45.76 $369K - $464K
10.1K $459K
Activity Summary
Buys All Purchases 292 New Holdings 92 Increased Positions 200 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 1 Puts 0
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