Angeles Wealth Management, LLC Incresed Positions in Q1 2025

Angeles Wealth Management, LLC

  • $1.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JCI
Johnson Controls International PLC

Industrials
27
+ 0.81%
$76.12 - $90.6 $2.06K - $2.45K
3.34K $267K
AXP
American Express CO

Financial Services
233
+ 11.42%
$255.39 - $325.87 $59.5K - $75.9K
2.27K $611K
XLRE
Select Sector Spdr Tr Real Est

ETFs
98
+ 32.78%
$39.18 - $43.52 $3.84K - $4.26K
397 $16K
PKI
Perkinelmer Inc

Healthcare
8
+ 0.14%
N/A
5.76K $697K
Blackrock Inc
13
+ 1.59%
N/A
833 $0
Kenvue Inc
15
+ 0.15%
N/A
10.1K $0
Linde PLC
196
+ 8.0%
N/A
2.65K $0
Knife River Corp
4
+ 0.05%
N/A
8.5K $0
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.01%
N/A
8.83K $1.61M
FNDX
Schwab Fundamental U S Large C

ETFs
210
+ 0.3%
$23.03 - $25.01 $4.84K - $5.25K
71.4K $1.68M
PFF
Ishares Trust Ishares Pfd And

ETFs
4.54K
+ 2.27%
$30.73 - $32.26 $140K - $146K
205K $6.29M
NEE
Nextera Energy Inc

Utilities
12
+ 0.27%
$66.96 - $76.16 $804 - $914
4.43K $313K
CARR
Carrier Global Corp

Industrials
237
+ 5.42%
$62.07 - $70.55 $14.7K - $16.7K
4.61K $292K
CAT
Caterpillar Inc

Industrials
69
+ 7.44%
$326.75 - $407.63 $22.5K - $28.1K
996 $328K
BEN
Franklin Resources Inc

Financial Services
147
+ 1.4%
$18.92 - $22.24 $2.78K - $3.27K
10.6K $204K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
197
+ 3.51%
$40.03 - $46.81 $7.89K - $9.22K
5.8K $236K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
15
+ 1.11%
$166.63 - $185.86 $2.5K - $2.79K
1.37K $227K
NCNO
N Cino, Inc.

Technology
877
+ 13.44%
$27.36 - $34.81 $24K - $30.5K
7.4K $203K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
16
+ 4.46%
$634.14 - $744.83 $10.1K - $11.9K
375 $237K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
4.56K
+ 1.46%
$20.7 - $21.15 $94.4K - $96.4K
316K $6.55M
DXCM
Dexcom Inc

Healthcare
111
+ 3.53%
$67.74 - $90.75 $7.52K - $10.1K
3.26K $222K
EMR
Emerson Electric CO

Industrials
13
+ 0.71%
$108.64 - $131.17 $1.41K - $1.71K
1.84K $201K
MEDP
Medpace Holdings, Inc.

Healthcare
1
+ 0.11%
$304.69 - $360.97 $305 - $361
931 $283K
BALL
Ball Corp

Consumer Cyclical
86
+ 0.81%
$49.04 - $56.53 $4.22K - $4.86K
10.7K $558K
GWW
W.W. Grainger, Inc.

Industrials
3
+ 0.68%
$953.54 - $1132.42 $2.86K - $3.4K
441 $435K
META
Meta Platforms, Inc.

Communication Services
162
+ 1.73%
$576.36 - $736.67 $93.4K - $119K
9.5K $5.48M
MORN
Morningstar, Inc.

Financial Services
1
+ 0.11%
$282.49 - $334.73 $282 - $335
926 $277K
QLYS
Qualys, Inc.

Technology
4
+ 0.15%
$121.57 - $147.7 $486 - $591
2.64K $332K
FDX
Fedex Corp

Industrials
22
+ 1.73%
$230.33 - $281.53 $5.07K - $6.19K
1.3K $315K
MSI
Motorola Solutions, Inc.

Technology
19
+ 0.83%
$411.73 - $482.1 $7.82K - $9.16K
2.32K $1.02M
AMCX
Amc Networks Inc.

Communication Services
409
+ 2.3%
$6.78 - $10.41 $2.77K - $4.26K
18.2K $125K
TECH
Bio Techne Corp

Healthcare
13
+ 0.32%
$58.47 - $78.75 $760 - $1.02K
4.05K $237K
ETN
Eaton Corp PLC

Industrials
41
+ 3.81%
$271.83 - $371.23 $11.1K - $15.2K
1.12K $303K
ACN
Accenture PLC

Technology
191
+ 6.09%
$300.91 - $398.25 $57.5K - $76.1K
3.33K $1.04M
ADBE
Adobe Inc.

Technology
56
+ 3.32%
$377.84 - $464.11 $21.2K - $26K
1.74K $668K
ISRG
Intuitive Surgical Inc

Healthcare
56
+ 1.33%
$476.63 - $610.45 $26.7K - $34.2K
4.25K $2.11M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.03%
$554.06 - $615.85 $554 - $616
3.83K $2.15M
ORCL
Oracle Corp

Technology
255
+ 4.88%
$139.81 - $186.47 $35.7K - $47.5K
5.49K $766K
APO
Apollo Global Management, Inc.

Financial Services
31
+ 0.64%
$126.01 - $172.06 $3.91K - $5.33K
4.87K $666K
CRM
Salesforce, Inc.

Technology
290
+ 7.56%
$268.36 - $359.95 $77.8K - $104K
4.13K $1.11M
IWF
Ishares Russell 1000 Gr ETF

ETFs
102
+ 1.14%
$360.07 - $417.26 $36.7K - $42.6K
9.03K $3.26M
NOW
Service Now, Inc.

Technology
30
+ 2.24%
$783.83 - $1170.39 $23.5K - $35.1K
1.37K $1.09M
PWR
Quanta Services, Inc.

Industrials
3
+ 0.05%
$236.71 - $358.03 $710 - $1.07K
5.58K $1.42M
BX
Blackstone Inc.

Financial Services
76
+ 0.65%
$136.53 - $186.74 $10.4K - $14.2K
11.8K $1.65M
VUG
Vanguard Growth ETF

ETFs
167
+ 0.85%
$369.1 - $427.61 $61.6K - $71.4K
19.8K $7.36M
AVGO
Broadcom Inc.

Technology
448
+ 2.94%
$167.43 - $244.7 $75K - $110K
15.7K $2.63M
GOOGL
Alphabet Inc.

Communication Services
103
+ 0.32%
$154.33 - $206.19 $15.9K - $21.2K
32K $4.95M
GOOG
Alphabet Inc.

Communication Services
84
+ 0.21%
$156.06 - $207.71 $13.1K - $17.4K
39.9K $6.23M
AMZN
Amazon Com Inc

Consumer Cyclical
67
+ 0.13%
$190.26 - $242.06 $12.7K - $16.2K
50.1K $9.53M
Activity Summary
Buys All Purchases 173 New Holdings 19 Increased Positions 154 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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