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
GE
General Electric CO

Industrials
72
+ 2.2%
$168.59 - $212.13 $12.1K - $15.3K
3.35K $670K
SHW
Sherwin Williams CO

Basic Materials
8
+ 0.07%
$330.16 - $365.55 $2.64K - $2.92K
12.2K $4.26M
JPM
Jpmorgan Chase & CO

Financial Services
47
+ 0.26%
$225.19 - $279.95 $10.6K - $13.2K
18K $4.41M
AJG
Arthur J. Gallagher & Co.

Financial Services
110
+ 10.85%
$275.89 - $345.24 $30.3K - $38K
1.12K $388K
NEOG
Neogen Corp

Healthcare
11.4K
New
$8.43 - $13.07 $96.3K - $149K
11.4K $99K
INTU
Intuit Inc

Technology
163
+ 36.79%
$555.63 - $630.23 $90.6K - $103K
606 $372K
MCD
Mcdonalds Corp

Consumer Cyclical
36
+ 1.02%
$279.74 - $321.29 $10.1K - $11.6K
3.58K $1.12M
RAMP
Live Ramp Holdings, Inc.

Technology
4.58K
+ 62.55%
$25.18 - $35.61 $115K - $163K
11.9K $311K
AMGN
Amgen Inc

Healthcare
132
+ 14.92%
$258.59 - $327.36 $34.1K - $43.2K
1.02K $316K
MCK
Mckesson Corp

Healthcare
50
+ 10.59%
$566.21 - $672.99 $28.3K - $33.6K
522 $351K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
149
+ 10.42%
$208.48 - $244.03 $31.1K - $36.4K
1.58K $385K
WFC
Wells Fargo & Company

Financial Services
170
+ 0.38%
$66.78 - $81.42 $11.4K - $13.8K
44.6K $3.2M
UNP
Union Pacific Corp

Industrials
111
+ 1.7%
$225.21 - $254.42 $25K - $28.2K
6.65K $1.57M
T
At&T Inc.

Communication Services
518
+ 4.43%
$21.56 - $28.28 $11.2K - $14.6K
12.2K $345K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
21
+ 11.11%
$1187.71 - $1432.58 $24.9K - $30.1K
210 $300K
PANW
Palo Alto Networks Inc

Technology
585
+ 24.56%
$167.82 - $208.28 $98.2K - $122K
2.97K $506K
CSCO
Cisco Systems, Inc.

Technology
368
+ 1.9%
$58.74 - $64.87 $21.6K - $23.9K
19.7K $1.22M
AZO
Autozone Inc

Consumer Cyclical
6
+ 7.41%
$3193.96 - $3828.11 $19.2K - $23K
87 $331K
BMY
Bristol Myers Squibb CO

Healthcare
163
+ 1.22%
$53.9 - $63.11 $8.79K - $10.3K
13.6K $828K
NOC
Northrop Grumman Corp

Industrials
85
+ 15.1%
$433.45 - $513.82 $36.8K - $43.7K
648 $331K
TXN
Texas Instruments Inc

Technology
336
+ 21.78%
N/A
1.88K $365K
COP
Conocophillips

Energy
95
+ 1.06%
$88.6 - $105.85 $8.42K - $10.1K
9.09K $954K
FTNT
Fortinet, Inc.

Technology
535
+ 9.76%
$92.49 - $114.57 $49.5K - $61.3K
6.02K $579K
GILD
Gilead Sciences, Inc.

Healthcare
169
+ 7.8%
$89.14 - $117.41 $15.1K - $19.8K
2.34K $261K
HOOD
Robinhood Markets, Inc.

Technology
13
+ 0.1%
$35.63 - $65.28 $463 - $849
12.9K $535K
PODD
Insulet Corp

Healthcare
198
+ 15.07%
$237.06 - $288.29 $46.9K - $57.1K
1.51K $397K
HCA
Hca Healthcare, Inc.

Healthcare
49
+ 6.06%
$296.7 - $345.55 $14.5K - $16.9K
857 $296K
BRO
Brown & Brown, Inc.

Financial Services
50
+ 2.39%
$100.54 - $124.4 $5.03K - $6.22K
2.14K $266K
AMAT
Applied Materials Inc

Technology
547
+ 35.11%
$145.06 - $195.51 $79.3K - $107K
2.11K $305K
DASH
Door Dash, Inc.

Communication Services
128
+ 6.76%
$168.37 - $213.38 $21.6K - $27.3K
2.02K $369K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
763
New
$67.03 - $74.61 $51.1K - $56.9K
763 $51K
MDT
Medtronic PLC

Healthcare
224
+ 7.26%
$79.84 - $94.5 $17.9K - $21.2K
3.31K $297K
DUK
Duke Energy Corp

Utilities
162
+ 8.25%
$105.87 - $121.97 $17.2K - $19.8K
2.13K $259K
PSX
Phillips 66

Energy
59
+ 1.39%
$113.93 - $131.55 $6.72K - $7.76K
4.29K $530K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.31K
+ 85.21%
$21.23 - $23.75 $49.1K - $54.9K
5.02K $108K
AEP
American Electric Power CO Inc

Utilities
48
+ 1.97%
$90.32 - $109.27 $4.34K - $5.24K
2.49K $271K
TIP
Ishares Tr Tips Bd ETF

ETFs
303
+ 14.1%
$106.22 - $111.09 $32.2K - $33.7K
2.45K $272K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
776
+ 19.4%
$50.39 - $50.66 $39.1K - $39.3K
4.78K $241K
DE
Deere & CO

Industrials
18
+ 2.71%
$408.57 - $509.27 $7.35K - $9.17K
681 $319K
SYK
Stryker Corp

Healthcare
57
+ 4.58%
$355.18 - $399.9 $20.2K - $22.8K
1.3K $484K
VEEV
Veeva Systems Inc

Healthcare
3
+ 0.2%
$210.58 - $246.8 $632 - $740
1.52K $353K
KLAC
Kla Corp

Technology
24
+ 6.88%
$636.62 - $777.63 $15.3K - $18.7K
373 $253K
C
Citigroup Inc

Financial Services
419
+ 8.94%
$67.23 - $84.63 $28.2K - $35.5K
5.1K $362K
KR
Kroger CO

Consumer Defensive
57
+ 1.48%
$58.36 - $67.72 $3.33K - $3.86K
3.91K $264K
SCHW
Schwab Charles Corp

Financial Services
74
+ 1.42%
$71.24 - $83.64 $5.27K - $6.19K
5.27K $412K
XYL
Xylem Inc.

Industrials
139
+ 4.83%
$114.02 - $132.04 $15.8K - $18.4K
3.02K $360K
SBUX
Starbucks Corp

Consumer Cyclical
15
+ 0.46%
$91.75 - $115.81 $1.38K - $1.74K
3.25K $318K
MPC
Marathon Petroleum Corp

Energy
56
+ 2.66%
$134.72 - $159.03 $7.54K - $8.91K
2.16K $315K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
888
New
$24.73 - $25.62 $22K - $22.8K
888 $22K
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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