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
CUE
Cue Biopharma, Inc.

Healthcare
120K
New
$0.58 - $0.86 $69.6K - $103K
120K $81K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
884
New
$73.02 - $90.22 $64.5K - $79.8K
884 $78K
LYG
Lloyds Banking Group PLC

Financial Services
18.1K
New
$3.32 - $4.29 $60K - $77.6K
18.1K $76K
VOE
Vanguard Mid Cap Value Index F

ETFs
407
New
$141.87 - $164.49 $57.7K - $66.9K
407 $66K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
567
New
$86.12 - $108.35 $48.8K - $61.4K
567 $61K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.47K
New
$35.3 - $37.51 $51.7K - $55K
1.47K $54K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.18K
New
$40.82 - $43.14 $48.3K - $51K
1.18K $51K
VONG
Vanguard Russell 1000 Growth E

ETFs
389
New
$82.51 - $109.2 $32.1K - $42.5K
389 $42K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
2.09K
New
$18.28 - $18.7 $38.2K - $39K
2.09K $39K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
1.9K
New
$20.16 - $20.49 $38.4K - $39K
1.9K $39K
BSCU
Invesco Exc Self Ind Tr

ETFs
2.34K
New
$16.31 - $16.78 $38.1K - $39.2K
2.34K $39K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.86K
New
$20.66 - $20.74 $38.5K - $38.6K
1.86K $38K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.98K
New
$19.44 - $19.56 $38.5K - $38.7K
1.98K $38K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.97K
New
$19.49 - $19.66 $38.5K - $38.8K
1.97K $38K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
378
New
$77.74 - $78.78 $29.4K - $29.8K
378 $29K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
200
New
$108.87 - $133.04 $21.8K - $26.6K
200 $26K
SCHP
Schwab Strategic Us Tips ETF

ETFs
764
New
$26.18 - $26.93 $20K - $20.6K
764 $20K
DGRO
Ishares Core Dividend Growth E

ETFs
285
New
$55.22 - $63.94 $15.7K - $18.2K
285 $18K
SCHA
Schwab Strategic Tr Us Small C

ETFs
610
New
$20.42 - $25.3 $12.5K - $15.4K
610 $15K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
559
New
$22.92 - $28.05 $12.8K - $15.7K
559 $15K
VCIT
Vanguard Intermediate Term Cor

ETFs
164
New
$79.56 - $82.92 $13K - $13.6K
164 $13K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
535
New
$23.19 - $25.35 $12.4K - $13.6K
535 $13K
VTWO
Vanguard Russell 2000 ETF

ETFs
156
New
$70.56 - $87.22 $11K - $13.6K
156 $13K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
305
New
$26.38 - $32.66 $8.05K - $9.96K
305 $9K
VV
Vanguard Large Cap ETF

ETFs
27
New
$228.25 - $285.3 $6.16K - $7.7K
27 $7K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
45
New
$101.97 - $126.75 $4.59K - $5.7K
45 $5K
MGC
Vanguard Mega Cap ETF

ETFs
19
New
$179.23 - $224.92 $3.41K - $4.27K
19 $4K
IXJ
Ishares Global Healthcare ETF

ETFs
48
New
$82.3 - $90.02 $3.95K - $4.32K
48 $4K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
103
New
$25.48 - $31.98 $2.62K - $3.29K
103 $3K
IWP
Ishares Russell Mid Cap Growth

ETFs
23
New
$104.34 - $138.68 $2.4K - $3.19K
23 $3K
VIS
Vanguard Industrial ETF

ETFs
10
New
$220.04 - $280.07 $2.2K - $2.8K
10 $2K
IWS
Ishares Russell Midcap Value E

ETFs
22
New
$110.58 - $132.14 $2.43K - $2.91K
22 $2K
Labcorp Holdings Inc
1.2K
New
N/A
1.2K $0
Grayscale Bitcoin Mini Tr Et
4.2K
New
N/A
4.2K $0
Arista Networks Inc
2.16K
New
N/A
2.16K $0
Grayscale Ethereum Trust ETF
18.2K
New
N/A
18.2K $0
J P Morgan Exchange Traded F
8.6K
New
N/A
8.6K $0
Sable Offshore Corp
12.2K
New
N/A
12.2K $0
VGSH
Vanguard

ETFs
5
New
$58.32 - $58.95 $292 - $295
5 $0
HEIA
Heico Crp Cl A
10
New
N/A
10 $0
Innventure Inc
69K
New
N/A
69K $0
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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