Angeles Wealth Management, LLC Incresed Positions in Q2 2025

Angeles Wealth Management, LLC

  • $1.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
2.27K
+ 34.63%
$64.62 - $93.3 $147K - $212K
8.83K $823K
CYBR
Cyber Ark Software Ltd.

Technology
591
+ 39.85%
$305.98 - $406.88 $181K - $240K
2.07K $843K
WMT
Walmart Inc.

Consumer Defensive
2.02K
+ 14.67%
$81.79 - $99.98 $165K - $202K
15.8K $1.54M
QQQ
Invesco Qqq Trust, Series 1

ETFs
356
+ 22.47%
$416.06 - $551.64 $148K - $196K
1.94K $1.07M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.25K
+ 39.34%
$114.78 - $133.31 $258K - $300K
7.96K $1.06M
AXP
American Express CO

Financial Services
634
+ 27.89%
$231.39 - $318.98 $147K - $202K
2.91K $927K
PM
Philip Morris International Inc.

Consumer Defensive
849
+ 12.58%
$149.23 - $184.95 $127K - $157K
7.6K $1.38M
INTU
Intuit Inc

Technology
264
+ 43.56%
$544.07 - $787.63 $144K - $208K
870 $685K
APH
Amphenol Corp

Technology
930
+ 14.17%
$59.09 - $98.75 $55K - $91.8K
7.49K $739K
ZTS
Zoetis Inc.

Healthcare
2.07K
+ 125.71%
$144.41 - $170.3 $299K - $352K
3.71K $579K
DIS
Walt Disney CO

Communication Services
424
+ 4.31%
$81.72 - $124.01 $34.6K - $52.6K
10.3K $1.27M
AMD
Advanced Micro Devices Inc

Technology
802
+ 18.69%
$78.21 - $143.81 $62.7K - $115K
5.09K $722K
GS
Goldman Sachs Group Inc

Financial Services
253
+ 41.14%
$462.22 - $707.75 $117K - $179K
868 $614K
GE
General Electric CO

Industrials
320
+ 9.55%
$166.81 - $257.39 $53.4K - $82.4K
3.67K $945K
PANW
Palo Alto Networks Inc

Technology
851
+ 28.68%
$152.44 - $204.64 $130K - $174K
3.82K $781K
AMAT
Applied Materials Inc

Technology
1.07K
+ 50.74%
$126.95 - $183.52 $136K - $196K
3.17K $580K
VB
Vanguard Small Cap ETF

ETFs
1.06K
+ 81.9%
$193.73 - $237.37 $206K - $252K
2.36K $559K
BAC
Bank Of America Corp

Financial Services
1.04K
+ 2.66%
$34.39 - $47.46 $35.8K - $49.4K
40.1K $1.9M
BX
Blackstone Inc.

Financial Services
860
+ 7.28%
$120.07 - $151.11 $103K - $130K
12.7K $1.9M
MCO
Moodys Corp

Financial Services
200
+ 5.16%
$396.7 - $501.59 $79.3K - $100K
4.08K $2.04M
IBM
International Business Machines Corp

Technology
253
+ 7.15%
$221.03 - $294.78 $55.9K - $74.6K
3.79K $1.12M
MS
Morgan Stanley

Financial Services
817
+ 16.46%
$99.83 - $140.86 $81.6K - $115K
5.78K $814K
SAP
Sap Se

Technology
573
+ 35.75%
$237.53 - $309.8 $136K - $178K
2.18K $661K
LLY
Eli Lilly & CO

Healthcare
588
+ 11.47%
$713.71 - $898.95 $420K - $529K
5.71K $4.45M
CL
Colgate Palmolive CO

Consumer Defensive
3.18K
+ 12.05%
$87.57 - $96.0 $278K - $305K
29.5K $2.68M
STX
Seagate Technology Holdings PLC

Technology
76
+ 2.23%
$66.54 - $144.33 $5.06K - $11K
3.49K $502K
ECL
Ecolab Inc.

Basic Materials
703
+ 48.96%
$225.65 - $270.95 $159K - $190K
2.14K $576K
DASH
Door Dash, Inc.

Communication Services
322
+ 15.92%
$163.16 - $246.51 $52.5K - $79.4K
2.34K $577K
ADI
Analog Devices Inc

Technology
331
+ 10.06%
$164.6 - $238.02 $54.5K - $78.8K
3.62K $862K
TJX
Tjx Companies Inc

Consumer Cyclical
1.42K
+ 19.94%
$119.13 - $135.03 $170K - $192K
8.57K $1.06M
CRWD
Crowd Strike Holdings, Inc.

Technology
135
+ 17.9%
$321.63 - $509.31 $43.4K - $68.8K
889 $452K
MU
Micron Technology Inc

Technology
130
+ 2.86%
$64.72 - $127.91 $8.41K - $16.6K
4.67K $575K
GLD
Spdr Gold Trust

ETFs
500
+ 30.49%
$273.71 - $316.29 $137K - $158K
2.14K $652K
GILD
Gilead Sciences, Inc.

Healthcare
1.62K
+ 69.19%
$96.91 - $113.0 $157K - $183K
3.95K $438K
ADBE
Adobe Inc.

Technology
440
+ 25.24%
$340.0 - $420.68 $150K - $185K
2.18K $844K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.17K
+ 68.31%
$24.32 - $27.87 $174K - $200K
17.7K $468K
CSCO
Cisco Systems, Inc.

Technology
143
+ 0.73%
$53.19 - $69.38 $7.61K - $9.92K
19.8K $1.38M
DE
Deere & CO

Industrials
234
+ 34.36%
$412.99 - $531.48 $96.6K - $124K
915 $465K
KLAC
Kla Corp

Technology
72
+ 19.3%
$576.53 - $902.94 $41.5K - $65K
445 $398K
ABT
Abbott Laboratories

Healthcare
801
+ 8.01%
$123.95 - $138.08 $99.3K - $111K
10.8K $1.47M
RTX
Raytheon Technologies Corp

Industrials
113
+ 1.24%
$113.75 - $148.48 $12.9K - $16.8K
9.26K $1.35M
IDXX
Idexx Laboratories Inc

Healthcare
1
+ 0.08%
$361.04 - $536.34 $361 - $536
1.18K $633K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.52K
+ 47.7%
$49.57 - $50.27 $125K - $127K
7.8K $391K
HD
Home Depot, Inc.

Consumer Cyclical
341
+ 2.78%
$335.24 - $380.78 $114K - $130K
12.6K $4.62M
ETN
Eaton Corp PLC

Industrials
88
+ 7.87%
$246.52 - $356.99 $21.7K - $31.4K
1.21K $430K
GWW
W.W. Grainger, Inc.

Industrials
96
+ 21.77%
$919.93 - $1101.66 $88.3K - $106K
537 $558K
RAMP
Live Ramp Holdings, Inc.

Technology
1.21K
+ 10.17%
$23.55 - $33.5 $28.5K - $40.6K
13.1K $433K
NCNO
N Cino, Inc.

Technology
4.1K
+ 55.34%
$21.45 - $28.12 $87.9K - $115K
11.5K $321K
DXCM
Dexcom Inc

Healthcare
641
+ 19.69%
$59.83 - $87.57 $38.4K - $56.1K
3.9K $340K
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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