Angeles Wealth Management, LLC Purchases in Q1 2025

Angeles Wealth Management, LLC

  • $1.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
666K
+ 33.3%
$24.91 - $29.02 $16.6M - $19.3M
2.67M $66.8M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
71.3K
+ 6.45%
$58.01 - $64.46 $4.14M - $4.6M
1.18M $73.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
132K
+ 7.42%
$49.78 - $53.19 $6.59M - $7.05M
1.92M $97.9M
VT
Vanguard Total World Stk Index

ETFs
64.5K
+ 5.28%
$115.08 - $123.97 $7.42M - $7.99M
1.29M $149M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
27.5K
+ 6.6%
$63.07 - $73.5 $1.73M - $2.02M
444K $31.2M
BRK-A
Berkshire Hathaway Inc

Financial Services
5
New
$663000.0 - $801950.0 $3.32M - $4.01M
5 $3.99M
CRI
Carters Inc

Consumer Cyclical
46.4K
+ 686.16%
$39.79 - $55.09 $1.85M - $2.56M
53.2K $2.17M
EWJ
Ishares Msci Japan ETF

ETFs
15.7K
+ 5.94%
$65.24 - $71.7 $1.03M - $1.13M
281K $19.3M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
9.13K
+ 15.98%
$81.83 - $82.73 $747K - $756K
66.3K $5.48M
ARES
Ares Management Corp

Financial Services
40.7K
+ 23.49%
$140.19 - $198.28 $5.71M - $8.07M
214K $31.4M
ABBV
Abb Vie Inc.

Healthcare
649
+ 4.55%
$169.2 - $216.66 $110K - $141K
14.9K $3.13M
LLY
Eli Lilly & CO

Healthcare
369
+ 7.76%
$725.72 - $929.72 $268K - $343K
5.13K $4.23M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.57K
+ 7.98%
$97.25 - $104.79 $347K - $374K
48.3K $5.01M
PII
Polaris Inc.

Consumer Cyclical
22.8K
+ 99.69%
$40.9 - $58.36 $933K - $1.33M
45.7K $1.87M
SJNK
Spdr Bloomberg Short Term High

ETFs
22.5K
+ 2.98%
$25.08 - $25.64 $564K - $577K
776K $19.5M
COST
Costco Wholesale Corp

Consumer Defensive
153
+ 1.58%
$890.62 - $1076.86 $136K - $165K
9.84K $9.31M
XOM
Exxon Mobil Corp

Energy
399
+ 1.34%
$105.44 - $118.93 $42.1K - $47.5K
30.2K $3.6M
JNJ
Johnson & Johnson

Healthcare
227
+ 1.4%
$142.06 - $167.7 $32.2K - $38.1K
16.4K $2.72M
SUB
Ishares Short Term National Mu

ETFs
3.22K
+ 12.87%
$105.3 - $106.24 $339K - $342K
28.3K $2.99M
SE
Sea LTD

Consumer Cyclical
2.3K
New
$104.87 - $146.31 $241K - $336K
2.3K $299K
F
Ford Motor CO

Consumer Cyclical
28.8K
+ 35.63%
$9.12 - $10.43 $262K - $300K
109K $1.1M
CVX
Chevron Corp

Energy
452
+ 4.6%
$146.71 - $167.97 $66.3K - $75.9K
10.3K $1.72M
PM
Philip Morris International Inc.

Consumer Defensive
225
+ 3.45%
$117.15 - $158.79 $26.4K - $35.7K
6.75K $1.07M
TOST
Toast, Inc.

Technology
8.59K
New
$32.61 - $41.98 $280K - $361K
8.59K $284K
MSTR
Microstrategy Inc

Technology
938
New
$239.27 - $396.5 $224K - $372K
938 $270K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
8.81K
New
$24.39 - $35.22 $215K - $310K
8.81K $261K
ABT
Abbott Laboratories

Healthcare
547
+ 5.79%
$111.1 - $140.22 $60.8K - $76.7K
10K $1.33M
HES
Hess Corp

Energy
1.55K
New
$135.42 - $160.52 $209K - $248K
1.55K $247K
RTX
Raytheon Technologies Corp

Industrials
631
+ 7.41%
$114.1 - $135.66 $72K - $85.6K
9.15K $1.21M
MMSI
Merit Medical Systems Inc

Healthcare
2.07K
New
$95.64 - $110.29 $198K - $228K
2.07K $218K
FAST
Fastenal CO

Industrials
2.81K
New
$71.11 - $79.98 $200K - $225K
2.81K $218K
MNST
Monster Beverage Corp

Consumer Defensive
3.7K
New
$46.16 - $58.58 $171K - $217K
3.7K $216K
WELL
Welltower Inc.

Real Estate
1.33K
New
$124.05 - $156.86 $165K - $209K
1.33K $204K
DPZ
Dominos Pizza Inc

Consumer Cyclical
439
New
$402.33 - $489.71 $177K - $215K
439 $201K
WCN
Waste Connections, Inc.

Industrials
1.03K
New
$169.89 - $195.19 $175K - $201K
1.03K $201K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
208
+ 19.87%
$402.49 - $513.76 $83.7K - $107K
1.26K $608K
UBER
Uber Technologies, Inc

Technology
1.49K
+ 29.51%
$63.17 - $81.49 $94.4K - $122K
6.56K $477K
MMM
3 M CO

Industrials
763
+ 27.45%
$129.7 - $155.12 $99K - $118K
3.54K $520K
TMUS
T Mobile Us, Inc.

Communication Services
41
+ 1.25%
$211.3 - $272.83 $8.66K - $11.2K
3.33K $887K
MA
Mastercard Inc

Financial Services
22
+ 0.35%
$504.67 - $576.31 $11.1K - $12.7K
6.3K $3.46M
INTC
Intel Corp

Technology
4.87K
+ 38.87%
$19.1 - $27.39 $93K - $133K
17.4K $394K
CI
Cigna Corp

Healthcare
72
+ 3.21%
$274.49 - $329.0 $19.8K - $23.7K
2.32K $762K
BSX
Boston Scientific Corp

Healthcare
1K
+ 29.71%
$89.38 - $106.18 $89.4K - $106K
4.37K $440K
NFLX
Netflix Inc

Communication Services
43
+ 1.78%
$828.4 - $1058.6 $35.6K - $45.5K
2.46K $2.3M
MO
Altria Group, Inc.

Consumer Defensive
1.02K
+ 11.16%
$50.81 - $60.02 $51.7K - $61K
10.1K $607K
PLTR
Palantir Technologies Inc.

Technology
1.11K
+ 25.8%
$64.98 - $124.62 $72.1K - $138K
5.41K $456K
WM
Waste Management Inc

Industrials
50
+ 1.29%
$200.54 - $233.78 $10K - $11.7K
3.91K $905K
APH
Amphenol Corp

Technology
2.15K
+ 48.81%
$61.62 - $78.55 $133K - $169K
6.56K $430K
GLD
Spdr Gold Trust

ETFs
200
+ 13.89%
$243.19 - $288.14 $48.6K - $57.6K
1.64K $472K
Activity Summary
Buys All Purchases 173 New Holdings 19 Increased Positions 154 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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