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
BA
Boeing CO

Industrials
38
+ 1.37%
$136.59 - $217.51 $5.19K - $8.27K
2.8K $587K
AVDV
American Centy ETF Tr Avantis

ETFs
1.32K
+ 141.31%
$61.76 - $79.32 $81.3K - $104K
2.25K $178K
VEEV
Veeva Systems Inc

Healthcare
90
+ 5.91%
$209.39 - $289.94 $18.8K - $26.1K
1.61K $464K
IFRA
Ishares Tr

ETFs
2.16K
New
$40.97 - $49.19 $88.7K - $106K
2.16K $106K
JCI
Johnson Controls International PLC

Industrials
128
+ 3.83%
$71.14 - $105.62 $9.11K - $13.5K
3.47K $366K
EMB
Ishares Tr

ETFs
1.07K
New
$86.54 - $92.62 $92.3K - $98.7K
1.07K $98K
F
Ford Motor CO

Consumer Cyclical
801
+ 0.73%
$8.69 - $10.85 $6.96K - $8.69K
110K $1.2M
HON
Honeywell International Inc

Industrials
205
+ 8.75%
$182.86 - $232.88 $37.5K - $47.7K
2.55K $593K
BSX
Boston Scientific Corp

Healthcare
617
+ 14.13%
$89.7 - $107.41 $55.3K - $66.3K
4.98K $535K
AMT
American Tower Corp

Real Estate
390
+ 25.91%
$203.96 - $228.19 $79.5K - $89K
1.9K $418K
VZ
Verizon Communications Inc

Communication Services
2.42K
+ 32.35%
$41.67 - $45.62 $101K - $110K
9.91K $428K
NVS
Novartis Ag

Healthcare
567
+ 26.77%
$101.96 - $121.01 $57.8K - $68.6K
2.69K $324K
T
At&T Inc.

Communication Services
2.73K
+ 22.38%
$26.33 - $28.94 $71.9K - $79.1K
14.9K $432K
XLY
Select Sector Spdr Consumer Di

ETFs
365
+ 121.67%
$176.34 - $218.59 $64.4K - $79.8K
665 $144K
IYW
Ishares Dj Us Tech ETF

ETFs
360
+ 55.73%
$122.57 - $173.27 $44.1K - $62.4K
1.01K $174K
EMR
Emerson Electric CO

Industrials
295
+ 16.07%
$94.15 - $133.33 $27.8K - $39.3K
2.13K $284K
HCA
Hca Healthcare, Inc.

Healthcare
133
+ 15.52%
$317.61 - $387.52 $42.2K - $51.5K
990 $379K
CUE
Cue Biopharma, Inc.

Healthcare
120K
New
$0.58 - $0.86 $69.6K - $103K
120K $81K
SPGI
S&P Global Inc.

Financial Services
134
+ 23.72%
$438.31 - $527.29 $58.7K - $70.7K
699 $368K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
884
New
$73.02 - $90.22 $64.5K - $79.8K
884 $78K
LYG
Lloyds Banking Group PLC

Financial Services
18.1K
New
$3.32 - $4.29 $60K - $77.6K
18.1K $76K
MNST
Monster Beverage Corp

Consumer Defensive
967
+ 26.11%
$55.01 - $64.24 $53.2K - $62.1K
4.67K $292K
RMD
Resmed Inc

Healthcare
128
+ 10.83%
$204.54 - $258.0 $26.2K - $33K
1.31K $337K
SE
Sea LTD

Consumer Cyclical
29
+ 1.26%
$105.57 - $170.4 $3.06K - $4.94K
2.33K $372K
LMT
Lockheed Martin Corp

Industrials
104
+ 7.11%
$430.82 - $486.45 $44.8K - $50.6K
1.57K $725K
ADP
Automatic Data Processing Inc

Industrials
214
+ 13.69%
$276.76 - $326.81 $59.2K - $69.9K
1.78K $548K
DHR
Danaher Corp

Healthcare
509
+ 12.36%
$174.64 - $205.16 $88.9K - $104K
4.63K $913K
VOE
Vanguard Mid Cap Value Index F

ETFs
407
New
$141.87 - $164.49 $57.7K - $66.9K
407 $66K
CAT
Caterpillar Inc

Industrials
13
+ 1.31%
$273.94 - $388.21 $3.56K - $5.05K
1.01K $391K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
28
+ 2.0%
$201.28 - $266.34 $5.64K - $7.46K
1.43K $381K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
567
New
$86.12 - $108.35 $48.8K - $61.4K
567 $61K
VLO
Valero Energy Corp

Energy
397
+ 16.12%
$104.69 - $141.77 $41.6K - $56.3K
2.86K $384K
WELL
Welltower Inc.

Real Estate
377
+ 28.3%
$136.49 - $155.22 $51.5K - $58.5K
1.71K $262K
MCK
Mckesson Corp

Healthcare
35
+ 6.7%
$652.83 - $732.78 $22.8K - $25.6K
557 $408K
ITW
Illinois Tool Works Inc

Industrials
225
+ 16.64%
$218.41 - $252.43 $49.1K - $56.8K
1.58K $389K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.47K
New
$35.3 - $37.51 $51.7K - $55K
1.47K $54K
CB
Chubb LTD

Financial Services
236
+ 17.39%
$274.32 - $302.46 $64.7K - $71.4K
1.59K $461K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.18K
New
$40.82 - $43.14 $48.3K - $51K
1.18K $51K
BALL
Ball Corp

Consumer Cyclical
118
+ 1.1%
$44.94 - $56.99 $5.3K - $6.72K
10.8K $608K
AMGN
Amgen Inc

Healthcare
297
+ 29.2%
$262.28 - $309.85 $77.9K - $92K
1.31K $366K
MDT
Medtronic PLC

Healthcare
661
+ 19.98%
$80.68 - $88.86 $53.3K - $58.7K
3.97K $346K
TECH
Bio Techne Corp

Healthcare
1.46K
+ 36.15%
$46.66 - $58.38 $68.3K - $85.5K
5.51K $283K
VONG
Vanguard Russell 1000 Growth E

ETFs
389
New
$82.51 - $109.2 $32.1K - $42.5K
389 $42K
BSCU
Invesco Exc Self Ind Tr

ETFs
2.34K
New
$16.31 - $16.78 $38.1K - $39.2K
2.34K $39K
BSCV
Invesco ETF Self Indexed Fd Tr
2.39K
New
$15.97 - $16.53 $38.2K - $39.5K
2.39K $39K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
2.09K
New
$18.28 - $18.7 $38.2K - $39K
2.09K $39K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
1.9K
New
$20.16 - $20.49 $38.4K - $39K
1.9K $39K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.98K
New
$19.44 - $19.56 $38.5K - $38.7K
1.98K $38K
FAST
Fastenal CO

Industrials
3.31K
+ 117.49%
$40.65 - $83.16 $134K - $275K
6.12K $256K
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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