Angeles Wealth Management, LLC Reduced Holdings in Q3 2024

Angeles Wealth Management, LLC

  • $1.16 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SUB
Ishares Short Term National Mu

ETFs
-491K
- 95.26%
$104.3 - $106.3 $51.2M - $52.2M
24.4K $2.59M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-138K
- 74.68%
$81.31 - $83.29 $11.3M - $11.5M
46.9K $3.9M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-457K
- 60.02%
$20.69 - $21.17 $9.46M - $9.68M
305K $6.4M
BAC
Bank Of America Corp

Financial Services
-101K
- 79.88%
$36.65 - $44.13 $3.71M - $4.46M
25.5K $1.01M
PFF
Ishares Trust Ishares Pfd And

ETFs
-47.2K
- 19.5%
$31.18 - $33.5 $1.47M - $1.58M
195K $6.48M
EFV
Msci Eafe Value ETF

ETFs
-12.3K
- 72.25%
$51.72 - $57.96 $634K - $710K
4.71K $270K
GOOG
Alphabet Inc.

Communication Services
-176
- 0.51%
$149.54 - $192.66 $26.3K - $33.9K
34.6K $5.78M
EEM
Ishares Msci Emerging Markets

ETFs
-10.4K
- 63.54%
$40.42 - $46.7 $422K - $488K
5.99K $274K
NVO
Novo Nordisk A S

Healthcare
-429
- 3.04%
$119.07 - $145.42 $51.1K - $62.4K
13.7K $1.63M
AVUS
American Centy ETF Tr Avantis

ETFs
-3.19K
- 21.27%
$86.27 - $95.15 $275K - $303K
11.8K $1.12M
MU
Micron Technology Inc

Technology
-807
- 17.69%
$86.27 - $136.82 $69.6K - $110K
3.76K $389K
VBR
Vanguard Small Cap Value ETF

ETFs
-849
- 42.92%
$179.99 - $201.6 $153K - $171K
1.13K $226K
ASML
Asml Holding Nv

Technology
-58
- 14.39%
$749.82 - $1098.95 $43.5K - $63.7K
345 $287K
MCK
Mckesson Corp

Healthcare
-123
- 21.69%
$479.06 - $630.38 $58.9K - $77.5K
444 $219K
TXN
Texas Instruments Inc

Technology
-565
- 30.21%
$194.6 - $194.6 $110K - $110K
1.31K $253K
AMAT
Applied Materials Inc

Technology
-181
- 8.96%
$174.88 - $254.97 $31.7K - $46.1K
1.84K $371K
CRWD
Crowd Strike Holdings, Inc.

Technology
-34
- 3.65%
$217.89 - $392.15 $7.41K - $13.3K
897 $251K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-5.85K
- 9.52%
$38.51 - $41.69 $225K - $244K
55.6K $2.32M
MTD
Mettler Toledo International Inc

Healthcare
-76
- 33.19%
$1308.0 - $1521.03 $99.4K - $116K
153 $229K
MPC
Marathon Petroleum Corp

Energy
-359
- 14.61%
$158.61 - $180.75 $56.9K - $64.9K
2.1K $341K
DIS
Walt Disney CO

Communication Services
-515
- 5.65%
$85.6 - $98.61 $44.1K - $50.8K
8.6K $827K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-3.27K
- 25.59%
$25.21 - $28.46 $82.4K - $93K
9.51K $267K
SOXX
Ishares Semiconductor ETF

ETFs
-201
- 29.13%
$199.29 - $265.49 $40.1K - $53.4K
489 $112K
WFC
Wells Fargo & Company

Financial Services
-144
- 0.96%
$51.58 - $60.97 $7.43K - $8.78K
14.9K $839K
KLAC
Kla Corp

Technology
-33
- 6.4%
$696.17 - $892.35 $23K - $29.4K
483 $373K
SHEL
Shell PLC

Energy
-402
- 10.0%
$65.65 - $73.28 $26.4K - $29.5K
3.62K $238K
SAP
Sap Se

Technology
-445
- 23.98%
$197.21 - $231.0 $87.8K - $103K
1.41K $323K
PSX
Phillips 66

Energy
-60
- 1.4%
$125.0 - $147.17 $7.5K - $8.83K
4.24K $556K
DISV
Dimensional ETF Tr Dimensional

ETFs
-1.56K
- 52.93%
$26.06 - $29.18 $40.8K - $45.6K
1.39K $40K
UPS
United Parcel Service Inc

Industrials
-236
- 7.81%
$123.32 - $147.38 $29.1K - $34.8K
2.78K $379K
BEN
Franklin Resources Inc

Financial Services
-409
- 3.74%
$19.13 - $23.97 $7.82K - $9.8K
10.5K $211K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-454
- 82.55%
$59.25 - $65.33 $26.9K - $29.7K
96 $6K
ITW
Illinois Tool Works Inc

Industrials
-214
- 15.62%
$233.14 - $263.97 $49.9K - $56.5K
1.16K $302K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-459
- 48.37%
$47.01 - $48.2 $21.6K - $22.1K
490 $23K
DOW
Dow Inc.

Basic Materials
-495
- 11.9%
$50.15 - $55.41 $24.8K - $27.4K
3.66K $200K
VRSK
Verisk Analytics, Inc.

Industrials
-67
- 7.24%
$260.31 - $285.99 $17.4K - $19.2K
858 $229K
CMCSA
Comcast Corp

Communication Services
-1.25K
- 9.72%
$37.33 - $41.78 $46.6K - $52.1K
11.6K $484K
AMD
Advanced Micro Devices Inc

Technology
-152
- 3.62%
$128.67 - $183.96 $19.6K - $28K
4.05K $664K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-97
- 2.44%
$147.95 - $191.05 $14.4K - $18.5K
3.88K $673K
AZO
Autozone Inc

Consumer Cyclical
-9
- 10.34%
$2815.0 - $3212.87 $25.3K - $28.9K
78 $245K
STX
Seagate Technology Holdings PLC

Technology
-332
- 8.29%
$92.1 - $110.76 $30.6K - $36.8K
3.67K $402K
VZ
Verizon Communications Inc

Communication Services
-776
- 10.68%
$38.89 - $45.0 $30.2K - $34.9K
6.49K $291K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-8
- 0.71%
$460.0 - $505.78 $3.68K - $4.05K
1.11K $518K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-25
- 22.73%
$283.28 - $314.39 $7.08K - $7.86K
85 $26K
ETN
Eaton Corp PLC

Industrials
-71
- 6.31%
$272.52 - $333.02 $19.3K - $23.6K
1.06K $349K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-151
- 42.06%
$21.91 - $26.03 $3.31K - $3.93K
208 $5K
DE
Deere & CO

Industrials
-62
- 11.27%
$344.84 - $418.0 $21.4K - $25.9K
488 $203K
EWY
Ishares Inc Msci South Korea E

ETFs
-14
- 6.25%
$59.44 - $68.96 $832 - $965
210 $13K
IWS
Ishares Russell Midcap Value E

ETFs
-3
- 6.38%
$119.52 - $132.25 $359 - $397
44 $5K
Activity Summary
Buys All Purchases 191 New Holdings 51 Increased Positions 140 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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