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
MS
Morgan Stanley

Financial Services
524
+ 11.8%
$111.68 - $141.08 $58.5K - $73.9K
4.97K $579K
QCOM
Qualcomm Inc

Technology
134
+ 1.24%
$151.94 - $175.86 $20.4K - $23.6K
10.9K $1.68M
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.06%
$286.85 - $318.64 $287 - $319
1.56K $477K
EOG
Eog Resources Inc

Energy
3
+ 0.09%
$120.54 - $138.05 $362 - $414
3.37K $432K
GMED
Globus Medical Inc

Healthcare
659
+ 22.03%
$69.68 - $93.32 $45.9K - $61.5K
3.65K $267K
IEFA
Ishares Tr

ETFs
205
+ 32.39%
$69.57 - $78.65 $14.3K - $16.1K
838 $63K
BK
Bank Of New York Mellon Corp

Financial Services
4
+ 0.15%
$75.42 - $88.95 $302 - $356
2.63K $220K
PAYC
Paycom Software, Inc.

Technology
2
+ 0.15%
$199.42 - $225.82 $399 - $452
1.32K $287K
AMD
Advanced Micro Devices Inc

Technology
768
+ 21.8%
$96.63 - $129.55 $74.2K - $99.5K
4.29K $440K
MU
Micron Technology Inc

Technology
17
+ 0.38%
$86.89 - $109.38 $1.48K - $1.86K
4.54K $394K
SPGI
S&P Global Inc.

Financial Services
13
+ 2.36%
$478.26 - $543.77 $6.22K - $7.07K
565 $287K
TJX
Tjx Companies Inc

Consumer Cyclical
34
+ 0.48%
$112.81 - $126.16 $3.84K - $4.29K
7.14K $869K
RMD
Resmed Inc

Healthcare
59
+ 5.25%
$219.7 - $257.65 $13K - $15.2K
1.18K $264K
IDXX
Idexx Laboratories Inc

Healthcare
1
+ 0.08%
$406.29 - $469.04 $406 - $469
1.18K $495K
PNC
Pnc Financial Services Group, Inc.

Financial Services
150
+ 13.39%
$168.84 - $202.89 $25.3K - $30.4K
1.27K $223K
AXP
American Express CO

Financial Services
233
+ 11.42%
$255.39 - $325.87 $59.5K - $75.9K
2.27K $611K
JCI
Johnson Controls International PLC

Industrials
27
+ 0.81%
$76.12 - $90.6 $2.06K - $2.45K
3.34K $267K
XLRE
Select Sector Spdr Tr Real Est

ETFs
98
+ 32.78%
$39.18 - $43.52 $3.84K - $4.26K
397 $16K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
106
New
$44.81 - $46.22 $4.75K - $4.9K
106 $4K
PKI
Perkinelmer Inc

Healthcare
8
+ 0.14%
N/A
5.76K $697K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9
New
$95.85 - $99.25 $863 - $893
9 $0
Microstrategy Inc
290
New
N/A
290 $0
Lam Research Corp
227
+ 3.49%
N/A
6.73K $0
FNDX
Schwab Fundamental U S Large C

ETFs
210
+ 0.3%
$23.03 - $25.01 $4.84K - $5.25K
71.4K $1.68M
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.01%
N/A
8.83K $1.61M
Kenvue Inc
15
+ 0.15%
N/A
10.1K $0
Knife River Corp
4
+ 0.05%
N/A
8.5K $0
Linde PLC
196
+ 8.0%
N/A
2.65K $0
Blackrock Inc
13
+ 1.59%
N/A
833 $0
PFF
Ishares Trust Ishares Pfd And

ETFs
4.54K
+ 2.27%
$30.73 - $32.26 $140K - $146K
205K $6.29M
NEE
Nextera Energy Inc

Utilities
12
+ 0.27%
$66.96 - $76.16 $804 - $914
4.43K $313K
CARR
Carrier Global Corp

Industrials
237
+ 5.42%
$62.07 - $70.55 $14.7K - $16.7K
4.61K $292K
BEN
Franklin Resources Inc

Financial Services
147
+ 1.4%
$18.92 - $22.24 $2.78K - $3.27K
10.6K $204K
CAT
Caterpillar Inc

Industrials
69
+ 7.44%
$326.75 - $407.63 $22.5K - $28.1K
996 $328K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
197
+ 3.51%
$40.03 - $46.81 $7.89K - $9.22K
5.8K $236K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
15
+ 1.11%
$166.63 - $185.86 $2.5K - $2.79K
1.37K $227K
NCNO
N Cino, Inc.

Technology
877
+ 13.44%
$27.36 - $34.81 $24K - $30.5K
7.4K $203K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
16
+ 4.46%
$634.14 - $744.83 $10.1K - $11.9K
375 $237K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
4.56K
+ 1.46%
$20.7 - $21.15 $94.4K - $96.4K
316K $6.55M
DXCM
Dexcom Inc

Healthcare
111
+ 3.53%
$67.74 - $90.75 $7.52K - $10.1K
3.26K $222K
EMR
Emerson Electric CO

Industrials
13
+ 0.71%
$108.64 - $131.17 $1.41K - $1.71K
1.84K $201K
MEDP
Medpace Holdings, Inc.

Healthcare
1
+ 0.11%
$304.69 - $360.97 $305 - $361
931 $283K
BALL
Ball Corp

Consumer Cyclical
86
+ 0.81%
$49.04 - $56.53 $4.22K - $4.86K
10.7K $558K
GWW
W.W. Grainger, Inc.

Industrials
3
+ 0.68%
$953.54 - $1132.42 $2.86K - $3.4K
441 $435K
META
Meta Platforms, Inc.

Communication Services
162
+ 1.73%
$576.36 - $736.67 $93.4K - $119K
9.5K $5.48M
MORN
Morningstar, Inc.

Financial Services
1
+ 0.11%
$282.49 - $334.73 $282 - $335
926 $277K
QLYS
Qualys, Inc.

Technology
4
+ 0.15%
$121.57 - $147.7 $486 - $591
2.64K $332K
FDX
Fedex Corp

Industrials
22
+ 1.73%
$230.33 - $281.53 $5.07K - $6.19K
1.3K $315K
MSI
Motorola Solutions, Inc.

Technology
19
+ 0.83%
$411.73 - $482.1 $7.82K - $9.16K
2.32K $1.02M
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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