Angeles Wealth Management, LLC Incresed Positions in Q4 2024

Angeles Wealth Management, LLC

  • $1.21 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
26.1K
+ 5.29%
$316.94 - $357.88 $8.26M - $9.33M
519K $178M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.55M
+ 347.26%
$25.93 - $105.3 $40.3M - $164M
2M $55.7M
ARES
Ares Management Corp

Financial Services
2
+ 0.0%
$153.38 - $183.7 $307 - $367
173K $30.7M
VT
Vanguard Total World Stk Index

ETFs
51.7K
+ 4.42%
$117.09 - $123.07 $6.05M - $6.36M
1.22M $144M
AAPL
Apple Inc.

Technology
2.8K
+ 2.21%
$221.69 - $259.02 $621K - $726K
130K $32.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.78K
+ 1.29%
$521.84 - $558.82 $927K - $993K
139K $75.2M
WFC
Wells Fargo & Company

Financial Services
29.6K
+ 199.15%
$54.98 - $77.35 $1.63M - $2.29M
44.5K $3.12M
AMZN
Amazon Com Inc

Consumer Cyclical
3.16K
+ 6.75%
$180.88 - $232.93 $572K - $737K
50K $11M
NVDA
Nvidia Corp

Technology
5.21K
+ 5.92%
$117.0 - $148.88 $609K - $775K
93.2K $12.5M
GOOG
Alphabet Inc.

Communication Services
5.2K
+ 15.03%
$163.08 - $198.16 $848K - $1.03M
39.8K $7.58M
AVGO
Broadcom Inc.

Technology
2.68K
+ 21.28%
$159.67 - $250.0 $428K - $670K
15.3K $3.54M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.12K
+ 29.23%
$442.29 - $483.08 $1.38M - $1.51M
13.8K $6.25M
GOOGL
Alphabet Inc.

Communication Services
3.1K
+ 10.76%
$161.86 - $196.66 $501K - $609K
31.9K $6.04M
JPM
Jpmorgan Chase & CO

Financial Services
3.2K
+ 21.72%
$205.18 - $250.29 $657K - $801K
17.9K $4.3M
COST
Costco Wholesale Corp

Consumer Defensive
769
+ 8.62%
$873.59 - $994.69 $672K - $765K
9.69K $8.88M
V
Visa Inc.

Financial Services
1.06K
+ 7.16%
$273.87 - $320.91 $291K - $341K
15.9K $5.03M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
10.2K
+ 21.78%
$81.68 - $82.93 $835K - $848K
57.2K $4.69M
BAC
Bank Of America Corp

Financial Services
13.9K
+ 54.38%
$39.22 - $47.77 $544K - $662K
39.4K $1.73M
SPY
Spdr S&P 500 ETF Trust

ETFs
210
+ 0.48%
$567.81 - $607.81 $119K - $128K
43.9K $25.7M
EPD
Enterprise Products Partners L.P.

Energy
16.9K
+ 70.56%
$28.66 - $34.43 $484K - $582K
40.9K $1.28M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
9.28K
+ 26.21%
$99.04 - $109.59 $919K - $1.02M
44.7K $4.45M
XOM
Exxon Mobil Corp

Energy
6.36K
+ 27.11%
$105.51 - $125.37 $671K - $798K
29.8K $3.21M
META
Meta Platforms, Inc.

Communication Services
505
+ 5.72%
$554.08 - $632.68 $280K - $320K
9.34K $5.51M
CMI
Cummins Inc

Industrials
1.2K
+ 115.81%
$324.93 - $383.42 $390K - $460K
2.24K $780K
CSCO
Cisco Systems, Inc.

Technology
5.76K
+ 42.41%
$52.45 - $60.02 $302K - $345K
19.3K $1.14M
VTI
Vanguard Total Stock Market Et

ETFs
111
+ 0.25%
$280.04 - $302.45 $31.1K - $33.6K
44.6K $12.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
205
+ 2.35%
$370.24 - $418.94 $75.9K - $85.9K
8.92K $3.58M
DIS
Walt Disney CO

Communication Services
1.42K
+ 16.53%
$92.39 - $117.6 $131K - $167K
10K $1.12M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.5K
+ 34900.0%
$26.93 - $84.95 $282K - $889K
10.5K $286K
WMT
Walmart Inc.

Consumer Defensive
1.73K
+ 14.2%
$79.1 - $95.7 $137K - $166K
13.9K $1.26M
MA
Mastercard Inc

Financial Services
132
+ 2.15%
$491.3 - $536.15 $64.9K - $70.8K
6.28K $3.31M
CRM
Salesforce, Inc.

Technology
109
+ 2.92%
$270.87 - $367.87 $29.5K - $40.1K
3.84K $1.28M
CVX
Chevron Corp

Energy
1.85K
+ 23.18%
$141.15 - $162.53 $261K - $300K
9.82K $1.42M
BX
Blackstone Inc.

Financial Services
143
+ 1.23%
$148.45 - $199.05 $21.2K - $28.5K
11.7K $2.02M
SJNK
Spdr Bloomberg Short Term High

ETFs
23K
+ 3.15%
$25.09 - $25.69 $578K - $592K
753K $19M
UPS
United Parcel Service Inc

Industrials
1.83K
+ 65.7%
$122.65 - $138.35 $224K - $253K
4.61K $581K
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
+ 2.64%
$4100.99 - $5300.34 $24.6K - $31.8K
233 $1.16M
FNDX
Schwab Fundamental U S Large C

ETFs
50.4K
+ 243.44%
$23.49 - $71.77 $1.18M - $3.62M
71.1K $1.68M
APO
Apollo Global Management, Inc.

Financial Services
11
+ 0.23%
$131.36 - $178.61 $1.44K - $1.96K
4.83K $798K
MS
Morgan Stanley

Financial Services
763
+ 20.74%
$104.42 - $134.99 $79.7K - $103K
4.44K $558K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
7.17K
+ 2.35%
$20.98 - $21.19 $150K - $152K
312K $6.57M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
383
+ 9.88%
$172.07 - $207.36 $65.9K - $79.4K
4.26K $841K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.43K
+ 1227.27%
$60.13 - $67.31 $146K - $164K
2.63K $159K
WM
Waste Management Inc

Industrials
807
+ 26.41%
$201.79 - $228.46 $163K - $184K
3.86K $779K
DOW
Dow Inc.

Basic Materials
4.91K
+ 134.04%
$39.1 - $55.34 $192K - $272K
8.57K $344K
BA
Boeing CO

Industrials
387
+ 15.47%
$138.14 - $180.72 $53.5K - $69.9K
2.89K $511K
HON
Honeywell International Inc

Industrials
385
+ 17.73%
$202.84 - $236.0 $78.1K - $90.9K
2.56K $577K
CI
Cigna Corp

Healthcare
828
+ 58.39%
$265.59 - $358.58 $220K - $297K
2.25K $620K
GS
Goldman Sachs Group Inc

Financial Services
155
+ 30.39%
$486.1 - $608.57 $75.3K - $94.3K
665 $380K
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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