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
KR
Kroger CO

Consumer Defensive
78
+ 1.99%
$64.62 - $74.0 $5.04K - $5.77K
3.99K $286K
ACN
Accenture PLC

Technology
210
+ 6.31%
$279.23 - $323.21 $58.6K - $67.9K
3.54K $1.06M
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
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
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
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
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
PKI
Perkinelmer Inc

Healthcare
75
+ 1.3%
N/A
5.84K $706K
SPSC
Sps Commerce Inc

Technology
1
+ 0.04%
$121.61 - $152.67 $122 - $153
2.38K $323K
MCD
Mcdonalds Corp

Consumer Cyclical
277
+ 7.74%
$285.55 - $321.23 $79.1K - $89K
3.86K $1.13M
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
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.2K
+ 1521.9%
$87.84 - $1441.89 $281K - $4.61M
3.41K $306K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
204
+ 12.92%
$212.1 - $244.27 $43.3K - $49.8K
1.78K $389K
TIP
Ishares Tr Tips Bd ETF

ETFs
64
+ 2.61%
$107.93 - $110.97 $6.91K - $7.1K
2.52K $276K
DPZ
Dominos Pizza Inc

Consumer Cyclical
16
+ 3.64%
$430.72 - $497.52 $6.89K - $7.96K
455 $205K
XLV
Select Sector Spdr Fund Health

ETFs
52
+ 17.33%
$128.77 - $144.3 $6.7K - $7.5K
352 $47K
FDS
Factset Research Systems Inc

Financial Services
16
+ 2.66%
$398.85 - $473.32 $6.38K - $7.57K
617 $275K
MMSI
Merit Medical Systems Inc

Healthcare
285
+ 13.79%
$88.48 - $107.04 $25.2K - $30.5K
2.35K $219K
DVY
Ishares Tr

ETFs
20
+ 1.88%
$118.37 - $134.86 $2.37K - $2.7K
1.09K $144K
Safehold Inc
93
+ 0.18%
N/A
51.3K $0
Blackrock Inc
27
+ 3.24%
N/A
860 $0
Ge Vernova Inc
537
+ 75.63%
N/A
1.25K $0
Kenvue Inc
349
+ 3.44%
N/A
10.5K $0
Everus Constr Group
51
+ 0.61%
N/A
8.42K $0
Linde PLC
68
+ 2.57%
N/A
2.71K $0
NOK
Nokia Corp

Technology
365
+ 0.98%
$4.65 - $5.43 $1.7K - $1.98K
37.6K $194K
INTC
Intel Corp

Technology
102
+ 0.59%
$18.13 - $22.69 $1.85K - $2.31K
17.5K $391K
BDX
Becton Dickinson & CO

Healthcare
503
+ 31.26%
$165.15 - $226.42 $83.1K - $114K
2.11K $363K
HAL
Halliburton CO

Energy
1.84K
+ 20.3%
$19.26 - $25.7 $35.5K - $47.4K
10.9K $222K
EOG
Eog Resources Inc

Energy
167
+ 4.96%
$104.61 - $129.97 $17.5K - $21.7K
3.54K $423K
MSI
Motorola Solutions, Inc.

Technology
55
+ 2.37%
$394.72 - $440.39 $21.7K - $24.2K
2.38K $999K
CRI
Carters Inc

Consumer Cyclical
17.8K
+ 33.52%
$29.83 - $42.12 $531K - $750K
71K $2.14M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
29
+ 2.31%
$421.16 - $509.5 $12.2K - $14.8K
1.28K $571K
NEOG
Neogen Corp

Healthcare
697
+ 6.1%
$4.39 - $8.59 $3.06K - $5.99K
12.1K $57K
OKE
Oneok Inc

Energy
51
+ 1.83%
$78.71 - $100.37 $4.01K - $5.12K
2.84K $231K
SHW
Sherwin Williams CO

Basic Materials
41
+ 0.34%
$313.51 - $363.51 $12.9K - $14.9K
12.2K $4.2M
TMUS
T Mobile Us, Inc.

Communication Services
154
+ 4.63%
$220.99 - $268.54 $34K - $41.4K
3.48K $829K
PG
Procter & Gamble CO

Consumer Defensive
8
+ 0.12%
$157.66 - $172.39 $1.26K - $1.38K
6.8K $1.08M
BMY
Bristol Myers Squibb CO

Healthcare
1.41K
+ 10.36%
$44.12 - $59.6 $62K - $83.8K
15K $693K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
174
+ 0.46%
$99.37 - $134.05 $17.3K - $23.3K
37.7K $4.27M
AAPL
Apple Inc.

Technology
6.69K
+ 5.02%
$172.42 - $223.89 $1.15M - $1.5M
140K $28.7M
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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