Angeles Wealth Management, LLC Purchases in Q3 2024

Angeles Wealth Management, LLC

  • $1.16 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ADP
Automatic Data Processing Inc

Industrials
403
+ 39.78%
$233.44 - $279.45 $94.1K - $113K
1.42K $391K
XOM
Exxon Mobil Corp

Energy
859
+ 3.8%
$109.72 - $119.0 $94.2K - $102K
23.5K $2.75M
KO
Coca Cola CO

Consumer Defensive
560
+ 4.26%
$62.69 - $73.01 $35.1K - $40.9K
13.7K $985K
CRM
Salesforce, Inc.

Technology
336
+ 9.9%
$238.42 - $276.53 $80.1K - $92.9K
3.73K $1.02M
NVDA
Nvidia Corp

Technology
2.7K
+ 3.16%
$98.91 - $134.91 $267K - $364K
88K $10.7M
ADBE
Adobe Inc.

Technology
410
+ 22.55%
$508.13 - $586.55 $208K - $240K
2.23K $1.15M
XLI
Industrial Sector Spdr

ETFs
1K
+ 490.2%
$120.56 - $135.44 $121K - $135K
1.2K $163K
AXP
American Express CO

Financial Services
250
+ 14.84%
$225.92 - $271.17 $56.5K - $67.8K
1.94K $524K
PFE
Pfizer Inc

Healthcare
4.22K
+ 36.42%
$27.7 - $31.39 $117K - $132K
15.8K $457K
CI
Cigna Corp

Healthcare
329
+ 30.21%
$319.12 - $367.1 $105K - $121K
1.42K $491K
DHR
Danaher Corp

Healthcare
40
+ 1.0%
$239.25 - $280.76 $9.57K - $11.2K
4.03K $1.12M
AVDV
American Centy ETF Tr Avantis

ETFs
1.7K
New
$62.52 - $71.12 $106K - $121K
1.7K $119K
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.64K
+ 1617.18%
$38.04 - $45.36 $100K - $120K
2.8K $125K
XLF
Financial Sector Spdr

ETFs
2.3K
+ 114.26%
$40.84 - $45.74 $93.9K - $105K
4.31K $195K
GE
General Electric CO

Industrials
134
+ 4.53%
$156.66 - $189.66 $21K - $25.4K
3.09K $583K
EPD
Enterprise Products Partners L.P.

Energy
3.76K
+ 18.59%
$27.88 - $30.0 $105K - $113K
24K $697K
EWA
Ishares Msci Australia ETF

ETFs
4K
New
$23.21 - $27.11 $92.8K - $108K
4K $108K
XLC
Select Sector Spdr Tr Communic

ETFs
1.2K
New
$82.16 - $90.4 $98.6K - $108K
1.2K $108K
XLB
Select Sector Spdr Fd Material

ETFs
1.1K
New
$86.95 - $97.09 $95.6K - $107K
1.1K $106K
XLP
Consumer Staples Sector Spdr

ETFs
1.4K
New
$76.04 - $76.04 $106K - $106K
1.4K $106K
TMUS
T Mobile Us, Inc.

Communication Services
33
+ 1.03%
$175.14 - $206.36 $5.78K - $6.81K
3.24K $669K
MO
Altria Group, Inc.

Consumer Defensive
1.19K
+ 14.87%
$45.95 - $54.71 $54.5K - $64.9K
9.16K $467K
TJX
Tjx Companies Inc

Consumer Cyclical
466
+ 7.06%
$107.93 - $120.23 $50.3K - $56K
7.07K $830K
IWN
Ishares Russell2000 Val ETF

ETFs
575
+ 1402.44%
$150.05 - $171.34 $86.3K - $98.5K
616 $102K
AMT
American Tower Corp

Real Estate
144
+ 9.36%
$192.27 - $242.73 $27.7K - $35K
1.68K $391K
CB
Chubb LTD

Financial Services
201
+ 19.46%
$252.51 - $292.2 $50.8K - $58.7K
1.23K $355K
APO
Apollo Global Management, Inc.

Financial Services
496
+ 11.46%
$99.16 - $125.81 $49.2K - $62.4K
4.82K $602K
FNDE
Schwab Fundamental Emerging Mk

ETFs
2.8K
New
$28.02 - $32.68 $78.5K - $91.5K
2.8K $90K
AVUV
American Centy ETF Tr Avantis

ETFs
804
+ 55.79%
$88.24 - $99.7 $70.9K - $80.2K
2.25K $215K
BALL
Ball Corp

Consumer Cyclical
20
+ 0.19%
$58.86 - $67.91 $1.18K - $1.36K
10.6K $722K
ODFL
Old Dominion Freight Line, Inc.

Industrials
106
+ 3.61%
$178.41 - $210.18 $18.9K - $22.3K
3.04K $603K
CCI
Crown Castle International Corp

Real Estate
324
+ 14.88%
$95.29 - $120.24 $30.9K - $39K
2.5K $296K
ZTS
Zoetis Inc.

Healthcare
182
+ 9.92%
$172.58 - $196.48 $31.4K - $35.8K
2.02K $393K
CARR
Carrier Global Corp

Industrials
98
+ 2.54%
$61.9 - $80.88 $6.07K - $7.93K
3.96K $318K
PG
Procter & Gamble CO

Consumer Defensive
149
+ 2.46%
$160.76 - $177.82 $24K - $26.5K
6.2K $1.07M
BA
Boeing CO

Industrials
810
+ 47.9%
$152.04 - $190.6 $123K - $154K
2.5K $380K
DIHP
Dimensional ETF Tr Dimensional

ETFs
1.49K
+ 7.05%
$25.23 - $27.94 $37.6K - $41.6K
22.6K $626K
NEE
Nextera Energy Inc

Utilities
308
+ 9.24%
$69.9 - $84.97 $21.5K - $26.2K
3.64K $307K
MSCI
Msci Inc.

Financial Services
31
+ 6.98%
$479.31 - $584.91 $14.9K - $18.1K
475 $276K
VLO
Valero Energy Corp

Energy
731
+ 42.77%
$132.81 - $163.48 $97.1K - $120K
2.44K $329K
XLE
Energy Sector Spdr

ETFs
1.1K
+ 10.67%
$84.35 - $93.39 $92.8K - $103K
11.4K $1M
VNQ
Vanguard Specialized Funds Van

ETFs
3
+ 0.07%
$82.97 - $98.97 $249 - $297
4.4K $428K
NOC
Northrop Grumman Corp

Industrials
17
+ 3.14%
$423.73 - $533.14 $7.2K - $9.06K
559 $295K
FISV
Fiserv Inc

Technology
464
+ 22.15%
N/A
2.56K $320K
WDAY
Workday, Inc.

Technology
106
+ 7.54%
$207.75 - $264.68 $22K - $28.1K
1.51K $369K
IQV
Iqvia Holdings Inc.

Healthcare
64
+ 4.17%
$206.81 - $251.55 $13.2K - $16.1K
1.6K $378K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
973
+ 10.66%
$31.05 - $34.29 $30.2K - $33.4K
10.1K $346K
CMI
Cummins Inc

Industrials
3
+ 0.29%
$266.63 - $326.4 $800 - $979
1.04K $335K
MGV
Vanguard Mega Cap Value

ETFs
355
New
$118.0 - $128.28 $41.9K - $45.5K
355 $45K
Activity Summary
Buys All Purchases 191 New Holdings 51 Increased Positions 140 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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