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
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.86K
New
$20.66 - $20.74 $38.5K - $38.6K
1.86K $38K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.97K
New
$19.49 - $19.66 $38.5K - $38.8K
1.97K $38K
APO
Apollo Global Management, Inc.

Financial Services
99
+ 2.03%
$108.68 - $145.07 $10.8K - $14.4K
4.96K $704K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.55K
+ 0.76%
$29.0 - $30.68 $45K - $47.6K
206K $6.33M
PAYC
Paycom Software, Inc.

Technology
66
+ 5.02%
$193.07 - $265.71 $12.7K - $17.5K
1.38K $319K
RSG
Republic Services, Inc.

Industrials
35
+ 0.72%
$227.2 - $258.07 $7.95K - $9.03K
4.91K $1.21M
CMI
Cummins Inc

Industrials
4
+ 0.19%
$267.12 - $336.65 $1.07K - $1.35K
2.09K $683K
GMED
Globus Medical Inc

Healthcare
1.39K
+ 38.05%
$55.82 - $75.5 $77.5K - $105K
5.04K $297K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
378
New
$77.74 - $78.78 $29.4K - $29.8K
378 $29K
CCI
Crown Castle International Corp

Real Estate
309
+ 11.83%
$94.83 - $107.06 $29.3K - $33.1K
2.92K $300K
CI
Cigna Corp

Healthcare
71
+ 3.06%
$301.89 - $340.04 $21.4K - $24.1K
2.39K $789K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
200
New
$108.87 - $133.04 $21.8K - $26.6K
200 $26K
XLI
Industrial Sector Spdr

ETFs
150
+ 73.53%
$116.42 - $147.52 $17.5K - $22.1K
354 $52K
WIT
Wipro LTD

Technology
8.69K
+ 42.75%
$2.7 - $3.09 $23.5K - $26.9K
29K $87K
LOW
Lowes Companies Inc

Consumer Cyclical
286
+ 8.36%
$210.83 - $235.28 $60.3K - $67.3K
3.71K $822K
VXF
Vanguard Extended Market ETF

ETFs
109
+ 85.83%
$150.43 - $192.71 $16.4K - $21K
236 $45K
KR
Kroger CO

Consumer Defensive
78
+ 1.99%
$64.62 - $74.0 $5.04K - $5.77K
3.99K $286K
SCHP
Schwab Strategic Us Tips ETF

ETFs
764
New
$26.18 - $26.93 $20K - $20.6K
764 $20K
ACN
Accenture PLC

Technology
210
+ 6.31%
$279.23 - $323.21 $58.6K - $67.9K
3.54K $1.06M
DGRO
Ishares Core Dividend Growth E

ETFs
285
New
$55.22 - $63.94 $15.7K - $18.2K
285 $18K
AZO
Autozone Inc

Consumer Cyclical
7
+ 8.05%
$3478.38 - $3880.15 $24.3K - $27.2K
94 $348K
EQIX
Equinix Inc

Real Estate
27
+ 9.71%
$740.07 - $914.43 $20K - $24.7K
305 $242K
CMCSA
Comcast Corp

Communication Services
714
+ 8.91%
$32.84 - $36.72 $23.4K - $26.2K
8.72K $311K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
559
New
$22.92 - $28.05 $12.8K - $15.7K
559 $15K
DUK
Duke Energy Corp

Utilities
204
+ 9.6%
$112.46 - $124.05 $22.9K - $25.3K
2.33K $274K
NEE
Nextera Energy Inc

Utilities
300
+ 6.78%
$64.11 - $75.0 $19.2K - $22.5K
4.73K $328K
SCHA
Schwab Strategic Tr Us Small C

ETFs
610
New
$20.42 - $25.3 $12.5K - $15.4K
610 $15K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
61
+ 0.09%
$82.21 - $83.12 $5.01K - $5.07K
66.4K $5.5M
FISV
Fiserv Inc

Technology
114
+ 3.53%
N/A
3.34K $418K
VCIT
Vanguard Intermediate Term Cor

ETFs
164
New
$79.56 - $82.92 $13K - $13.6K
164 $13K
VTWO
Vanguard Russell 2000 ETF

ETFs
156
New
$70.56 - $87.22 $11K - $13.6K
156 $13K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
535
New
$23.19 - $25.35 $12.4K - $13.6K
535 $13K
AJG
Arthur J. Gallagher & Co.

Financial Services
128
+ 11.39%
$310.86 - $348.77 $39.8K - $44.6K
1.25K $400K
BRO
Brown & Brown, Inc.

Financial Services
359
+ 16.76%
$104.48 - $124.43 $37.5K - $44.7K
2.5K $277K
AEP
American Electric Power CO Inc

Utilities
240
+ 9.66%
$98.59 - $109.11 $23.7K - $26.2K
2.73K $282K
ALL
Allstate Corp

Financial Services
87
+ 6.28%
$180.53 - $212.64 $15.7K - $18.5K
1.47K $296K
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.09%
$162.76 - $195.77 $163 - $196
1.13K $220K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
305
New
$26.38 - $32.66 $8.05K - $9.96K
305 $9K
PKI
Perkinelmer Inc

Healthcare
75
+ 1.3%
N/A
5.84K $706K
MCD
Mcdonalds Corp

Consumer Cyclical
277
+ 7.74%
$285.55 - $321.23 $79.1K - $89K
3.86K $1.13M
SPSC
Sps Commerce Inc

Technology
1
+ 0.04%
$121.61 - $152.67 $122 - $153
2.38K $323K
VV
Vanguard Large Cap ETF

ETFs
27
New
$228.25 - $285.3 $6.16K - $7.7K
27 $7K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.2K
+ 1521.9%
$87.84 - $1441.89 $281K - $4.61M
3.41K $306K
IWB
Ishares Tr Russell 1000 ETF

ETFs
10
+ 11.9%
$272.36 - $339.57 $2.72K - $3.4K
94 $31K
PGR
Progressive Corp

Financial Services
270
+ 6.62%
$255.27 - $288.74 $68.9K - $78K
4.35K $1.16M
PFE
Pfizer Inc

Healthcare
753
+ 6.74%
$21.59 - $24.84 $16.3K - $18.7K
11.9K $289K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
45
New
$101.97 - $126.75 $4.59K - $5.7K
45 $5K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
204
+ 12.92%
$212.1 - $244.27 $43.3K - $49.8K
1.78K $389K
MGC
Vanguard Mega Cap ETF

ETFs
19
New
$179.23 - $224.92 $3.41K - $4.27K
19 $4K
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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