Angeles Wealth Management, LLC Purchases in Q4 2024

Angeles Wealth Management, LLC

  • $1.21 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
590
+ 33.13%
$44.04 - $49.49 $26K - $29.2K
2.37K $104K
MSCI
Msci Inc.

Financial Services
17
+ 3.58%
$569.09 - $635.99 $9.67K - $10.8K
492 $295K
CCI
Crown Castle International Corp

Real Estate
953
+ 38.1%
$89.78 - $119.11 $85.6K - $114K
3.45K $313K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
194
New
N/A
194 $16K
ALL
Allstate Corp

Financial Services
62
+ 4.62%
$181.25 - $208.2 $11.2K - $12.9K
1.4K $270K
GWW
W.W. Grainger, Inc.

Industrials
9
+ 2.1%
$1023.06 - $1220.93 $9.21K - $11K
438 $461K
RSG
Republic Services, Inc.

Industrials
63
+ 1.3%
$198.0 - $218.75 $12.5K - $13.8K
4.91K $987K
AZO
Autozone Inc

Consumer Cyclical
3
+ 3.85%
$2981.19 - $3370.27 $8.94K - $10.1K
81 $259K
USB
Us Bancorp \De\

Financial Services
97
+ 2.13%
$43.98 - $53.66 $4.27K - $5.21K
4.65K $222K
SBUX
Starbucks Corp

Consumer Cyclical
338
+ 11.66%
$87.44 - $102.5 $29.6K - $34.6K
3.24K $294K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
247
+ 4.61%
$44.33 - $49.55 $10.9K - $12.2K
5.61K $251K
ETN
Eaton Corp PLC

Industrials
22
+ 2.09%
$326.96 - $377.52 $7.19K - $8.31K
1.08K $357K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
100
New
$64.29 - $75.41 $6.43K - $7.54K
100 $6K
MEDP
Medpace Holdings, Inc.

Healthcare
17
+ 1.86%
$308.93 - $363.58 $5.25K - $6.18K
930 $308K
CAT
Caterpillar Inc

Industrials
78
+ 9.19%
$360.37 - $416.88 $28.1K - $32.5K
927 $336K
MCO
Moodys Corp

Financial Services
17
+ 0.44%
$454.04 - $500.88 $7.72K - $8.51K
3.91K $1.85M
IAU
Ishares Gold Trust

ETFs
113
+ 0.87%
$48.37 - $52.65 $5.47K - $5.95K
13.1K $649K
ITOT
Ishares Core S&P Total U.S. St

ETFs
11
+ 2.38%
$124.26 - $134.12 $1.37K - $1.48K
474 $60K
SRLN
Ssga Active Trust

ETFs
56
+ 2.6%
$41.48 - $42.08 $2.32K - $2.36K
2.21K $92K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.81K
+ 200.0%
$22.01 - $66.82 $39.8K - $121K
2.71K $61K
XYL
Xylem Inc.

Industrials
414
+ 16.82%
$116.02 - $137.45 $48K - $56.9K
2.88K $333K
PKI
Perkinelmer Inc

Healthcare
6
+ 0.1%
N/A
5.76K $696K
WIT
Wipro LTD

Technology
9.8K
+ 81.62%
$3.54 - $7.24 $34.7K - $70.9K
21.8K $77K
Blackrock Inc
820
New
N/A
820 $0
Everus Constr Group
8.37K
New
N/A
8.37K $0
Kenvue Inc
10.1K
New
N/A
10.1K $0
Linde PLC
4
+ 0.16%
N/A
2.45K $0
Lam Research Corp
6.5K
New
N/A
6.5K $0
Ge Vernova Inc
720
New
N/A
720 $0
QCOM
Qualcomm Inc

Technology
1.04K
+ 10.62%
$150.4 - $178.04 $156K - $184K
10.8K $1.66M
ECL
Ecolab Inc.

Basic Materials
113
+ 8.12%
$234.32 - $261.43 $26.5K - $29.5K
1.5K $352K
MCD
Mcdonalds Corp

Consumer Cyclical
164
+ 4.85%
$288.47 - $316.54 $47.3K - $51.9K
3.54K $1.03M
CSX
Csx Corp

Industrials
464
+ 5.16%
$31.58 - $36.88 $14.7K - $17.1K
9.45K $305K
TSCO
Tractor Supply CO

Consumer Cyclical
5.83K
+ 438.75%
$52.59 - $303.74 $307K - $1.77M
7.16K $379K
RTX
Raytheon Technologies Corp

Industrials
325
+ 3.97%
$114.45 - $127.21 $37.2K - $41.3K
8.52K $985K
MU
Micron Technology Inc

Technology
770
+ 20.51%
$84.16 - $113.41 $64.8K - $87.3K
4.53K $380K
VLO
Valero Energy Corp

Energy
116
+ 4.75%
$118.59 - $144.02 $13.8K - $16.7K
2.56K $313K
AEP
American Electric Power CO Inc

Utilities
80
+ 3.39%
$90.91 - $102.21 $7.27K - $8.18K
2.44K $224K
BDX
Becton Dickinson & CO

Healthcare
20
+ 1.19%
$220.02 - $243.75 $4.4K - $4.88K
1.7K $385K
CARR
Carrier Global Corp

Industrials
418
+ 10.56%
$66.69 - $82.65 $27.9K - $34.5K
4.38K $298K
PGR
Progressive Corp

Financial Services
154
+ 3.83%
$239.6 - $268.88 $36.9K - $41.4K
4.18K $1M
LOW
Lowes Companies Inc

Consumer Cyclical
235
+ 7.14%
$244.52 - $284.07 $57.5K - $66.8K
3.53K $870K
MSFT
Microsoft Corp

Technology
1.53K
+ 2.0%
$406.35 - $454.46 $623K - $696K
78.1K $32.9M
TECH
Bio Techne Corp

Healthcare
85
+ 2.15%
$66.37 - $78.17 $5.64K - $6.64K
4.04K $290K
INTC
Intel Corp

Technology
676
+ 5.71%
$19.07 - $26.23 $12.9K - $17.7K
12.5K $251K
NOC
Northrop Grumman Corp

Industrials
4
+ 0.72%
$466.52 - $543.88 $1.87K - $2.18K
563 $264K
KO
Coca Cola CO

Consumer Defensive
1.56K
+ 11.34%
$61.74 - $71.71 $96.1K - $112K
15.3K $951K
GE
General Electric CO

Industrials
187
+ 6.05%
$159.95 - $194.23 $29.9K - $36.3K
3.28K $547K
VNQ
Vanguard Specialized Funds Van

ETFs
4
+ 0.09%
$87.85 - $98.6 $351 - $394
4.41K $392K
Activity Summary
Buys All Purchases 228 New Holdings 58 Increased Positions 170 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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