Angeles Wealth Management, LLC New Holdings in Q2 2025

Angeles Wealth Management, LLC

  • $1.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
74.2K
New
$45.65 - $57.01 $3.39M - $4.23M
74.2K $4.23M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
75.8K
New
$17.76 - $22.1 $1.35M - $1.68M
75.8K $1.68M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
18.6K
New
$60.61 - $87.72 $1.13M - $1.64M
18.6K $1.58M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
30.1K
New
$30.96 - $40.6 $931K - $1.22M
30.1K $1.21M
IWD
Ishares Russell 1000 Val ETF

ETFs
5.98K
New
$166.82 - $194.23 $998K - $1.16M
5.98K $1.16M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19.4K
New
$34.72 - $42.74 $674K - $829K
19.4K $829K
WGO
Winnebago Industries Inc

Consumer Cyclical
20.8K
New
$28.24 - $37.27 $587K - $775K
20.8K $603K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.77K
New
$100.35 - $100.71 $479K - $481K
4.77K $480K
SNPS
Synopsys Inc

Technology
932
New
$380.9 - $517.66 $355K - $482K
932 $477K
USB
Us Bancorp \De\

Financial Services
10.1K
New
$36.4 - $45.76 $369K - $464K
10.1K $459K
MNDY
Monday.Com Ltd.

Technology
1.32K
New
$217.77 - $314.48 $287K - $414K
1.32K $413K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
805
New
$328.01 - $475.68 $264K - $383K
805 $376K
HYD
Vaneck High Yield Muni ETF

ETFs
7.07K
New
$49.08 - $51.35 $347K - $363K
7.07K $354K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.74K
New
$72.02 - $73.82 $341K - $350K
4.74K $348K
IGF
Ishares Global Infrastructure

ETFs
5.78K
New
$50.55 - $59.83 $292K - $346K
5.78K $342K
CHD
Church & Dwight CO Inc

Consumer Defensive
3.52K
New
$91.57 - $110.76 $322K - $390K
3.52K $338K
COF
Capital One Financial Corp

Financial Services
1.49K
New
$150.57 - $212.76 $225K - $317K
1.49K $317K
AXON
Axon Enterprise, Inc.

Industrials
368
New
$497.13 - $827.94 $183K - $305K
368 $304K
FITB
Fifth Third Bancorp

Financial Services
6.28K
New
$33.32 - $41.51 $209K - $260K
6.28K $258K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.65K
New
$63.54 - $68.5 $232K - $250K
3.65K $245K
CSX
Csx Corp

Industrials
7.47K
New
$26.69 - $32.91 $199K - $246K
7.47K $243K
FICO
Fair Isaac Corp

Technology
131
New
$1503.62 - $2206.01 $197K - $289K
131 $239K
USFD
Us Foods Holding Corp.

Consumer Defensive
3.06K
New
$60.47 - $79.12 $185K - $242K
3.06K $235K
APP
App Lovin Corp

Technology
668
New
$219.37 - $417.89 $147K - $279K
668 $233K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.83K
New
$109.83 - $131.67 $201K - $241K
1.83K $232K
STT
State Street Corp

Financial Services
2.14K
New
$75.33 - $106.34 $161K - $227K
2.14K $227K
HEI
Heico Corp

Industrials
680
New
$236.44 - $328.0 $161K - $223K
680 $223K
SPOT
Spotify Technology S.A.

Communication Services
291
New
$503.3 - $775.9 $146K - $226K
291 $223K
CME
Cme Group Inc.

Financial Services
795
New
$252.37 - $290.71 $201K - $231K
795 $219K
OTIS
Otis Worldwide Corp

Industrials
2.21K
New
$90.88 - $104.3 $201K - $231K
2.21K $219K
WMB
Williams Companies, Inc.

Energy
3.46K
New
$54.33 - $62.87 $188K - $217K
3.46K $217K
GLW
Corning Inc

Technology
4.13K
New
$39.07 - $52.59 $161K - $217K
4.13K $216K
GDDY
Go Daddy Inc.

Technology
1.19K
New
$162.11 - $192.36 $193K - $229K
1.19K $214K
PINS
Pinterest, Inc.

Communication Services
5.95K
New
$24.21 - $35.95 $144K - $214K
5.95K $213K
CHWY
Chewy, Inc.

Consumer Cyclical
4.98K
New
$31.21 - $48.21 $155K - $240K
4.98K $212K
RGEN
Repligen Corp

Healthcare
1.68K
New
$108.89 - $145.23 $183K - $244K
1.68K $209K
CDNS
Cadence Design Systems Inc

Technology
674
New
$231.64 - $323.08 $156K - $218K
674 $207K
EBAY
Ebay Inc

Consumer Cyclical
2.76K
New
$59.52 - $79.36 $164K - $219K
2.76K $205K
VST
Vistra Corp.

Utilities
1.05K
New
$98.07 - $195.04 $103K - $205K
1.05K $203K
TT
Trane Technologies PLC

Industrials
465
New
$315.21 - $437.41 $147K - $203K
465 $203K
WDAY
Workday, Inc.

Technology
842
New
$210.47 - $274.71 $177K - $231K
842 $202K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.1K
New
$151.62 - $183.47 $166K - $201K
1.1K $201K
VRSN
Verisign Inc

Technology
696
New
$234.49 - $288.8 $163K - $201K
696 $201K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
13K
New
$13.71 - $15.46 $178K - $200K
13K $200K
WST
West Pharmaceutical Services Inc

Healthcare
915
New
$190.39 - $227.7 $174K - $208K
915 $200K
VGIT
Vanguard Intermediate Term Tre

ETFs
2.67K
New
$58.63 - $59.9 $157K - $160K
2.67K $159K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.16K
New
$32.66 - $40.75 $103K - $129K
3.16K $127K
IFRA
Ishares Tr

ETFs
2.16K
New
$40.97 - $49.19 $88.7K - $106K
2.16K $106K
EMB
Ishares Tr

ETFs
1.07K
New
$86.54 - $92.62 $92.3K - $98.7K
1.07K $98K
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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