Angeles Wealth Management, LLC Reduced Holdings in Q2 2025

Angeles Wealth Management, LLC

  • $1.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
-578K
- 21.69%
$22.27 - $29.21 $12.9M - $16.9M
2.09M $61M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-135K
- 7.03%
$45.11 - $52.34 $6.08M - $7.05M
1.78M $93.3M
UNH
Unitedhealth Group Inc

Healthcare
-1.44K
- 57.06%
$274.35 - $599.47 $395K - $863K
1.08K $337K
PII
Polaris Inc.

Consumer Cyclical
-22K
- 48.23%
$31.97 - $42.61 $704K - $939K
23.7K $961K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-346
- 2.58%
$483.48 - $539.8 $167K - $187K
13.1K $6.36M
XOM
Exxon Mobil Corp

Energy
-4.05K
- 13.38%
$99.93 - $119.04 $404K - $482K
26.2K $2.82M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-4.66K
- 9.65%
$97.29 - $105.63 $453K - $492K
43.6K $4.43M
PEP
Pepsico Inc

Consumer Defensive
-2.06K
- 13.95%
$128.02 - $151.37 $263K - $311K
12.7K $1.67M
MRK
Merck & Co., Inc.

Healthcare
-1.9K
- 5.8%
$73.47 - $87.12 $140K - $166K
30.9K $2.45M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-241
- 6.24%
$390.26 - $489.06 $94.1K - $118K
3.62K $1.47M
JNJ
Johnson & Johnson

Healthcare
-1.32K
- 8.03%
$146.36 - $159.82 $193K - $210K
15.1K $2.3M
XLE
Energy Sector Spdr

ETFs
-3.37K
- 26.53%
$76.44 - $94.13 $258K - $317K
9.33K $791K
CVX
Chevron Corp

Energy
-676
- 6.58%
$133.73 - $168.51 $90.4K - $114K
9.6K $1.37M
EPD
Enterprise Products Partners L.P.

Energy
-4.78K
- 13.32%
$28.95 - $34.22 $138K - $164K
31.1K $963K
NVO
Novo Nordisk A S

Healthcare
-3.26K
- 23.74%
$58.08 - $81.05 $190K - $264K
10.5K $723K
COP
Conocophillips

Energy
-708
- 7.79%
$82.66 - $106.1 $58.5K - $75.1K
8.38K $752K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-4.65K
- 13.56%
$36.25 - $42.28 $169K - $197K
29.6K $1.25M
EEM
Ishares Msci Emerging Markets

ETFs
-3.8K
- 63.4%
$38.52 - $48.28 $146K - $183K
2.19K $105K
AVDE
American Centy ETF Tr Avantis

ETFs
-2.33K
- 88.57%
$59.32 - $74.36 $138K - $173K
301 $22K
UPS
United Parcel Service Inc

Industrials
-1.03K
- 27.86%
$91.92 - $110.2 $94.8K - $114K
2.67K $269K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-2.02K
- 91.09%
$57.14 - $72.68 $116K - $147K
198 $14K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-705
- 25.21%
$146.74 - $176.07 $103K - $124K
2.09K $339K
IHDG
Wisdomtree Tr

ETFs
-2.76K
- 36.25%
$38.54 - $46.0 $106K - $127K
4.86K $218K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.57K
- 37.56%
$65.84 - $80.81 $103K - $126K
2.6K $208K
DIHP
Dimensional ETF Tr Dimensional

ETFs
-4K
- 46.68%
$24.32 - $29.74 $97.2K - $119K
4.57K $134K
VNQ
Vanguard Specialized Funds Van

ETFs
-949
- 22.65%
$79.79 - $91.42 $75.7K - $86.8K
3.24K $288K
ENFR
Alerian Energy Infrastructure

ETFs
-2.5K
- 26.32%
$28.49 - $33.44 $71.2K - $83.6K
7K $225K
MPC
Marathon Petroleum Corp

Energy
-723
- 33.43%
$118.55 - $170.08 $85.7K - $123K
1.44K $239K
UNP
Union Pacific Corp

Industrials
-141
- 2.12%
$208.27 - $238.46 $29.4K - $33.6K
6.51K $1.5M
FNDF
Schwab Fundamental Intl Large

ETFs
-2K
- 57.14%
$32.25 - $40.02 $64.5K - $80K
1.5K $60K
IBB
Ishares Biotechnology ETF

ETFs
-500
- 95.42%
$112.02 - $129.0 $56K - $64.5K
24 $3K
SHEL
Shell PLC

Energy
-709
- 14.83%
$59.75 - $73.05 $42.4K - $51.8K
4.07K $286K
BKR
Baker Hughes CO

Energy
-603
- 8.91%
$35.0 - $44.92 $21.1K - $27.1K
6.16K $236K
AMCX
Amc Networks Inc.

Communication Services
-7.1K
- 39.02%
$5.55 - $7.04 $39.4K - $50K
11.1K $69K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-5.85K
- 1.85%
$20.12 - $21.0 $118K - $123K
310K $6.49M
PSX
Phillips 66

Energy
-283
- 6.59%
$92.87 - $125.73 $26.3K - $35.6K
4.01K $478K
NOC
Northrop Grumman Corp

Industrials
-78
- 12.04%
$456.3 - $540.39 $35.6K - $42.2K
570 $284K
VIG
Vanguard Dividend Appreciation

ETFs
-255
- 2.89%
N/A
8.57K $1.56M
QCOM
Qualcomm Inc

Technology
-678
- 6.2%
$124.66 - $159.48 $84.5K - $108K
10.3K $1.63M
SBUX
Starbucks Corp

Consumer Cyclical
-274
- 8.43%
$79.69 - $99.41 $21.8K - $27.2K
2.98K $272K
PCG
Pg&E Corp

Utilities
-393
- 3.12%
$13.55 - $17.87 $5.33K - $7.02K
12.2K $170K
IVV
Ishares Core S&P 500 ETF

ETFs
-435
- 11.35%
$498.8 - $620.9 $217K - $270K
3.4K $2.11M
HPQ
Hp Inc

Technology
-283
- 2.78%
$21.88 - $29.32 $6.19K - $8.3K
9.91K $242K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-776
- 16.25%
$50.36 - $50.68 $39.1K - $39.3K
4K $202K
TXN
Texas Instruments Inc

Technology
-165
- 8.78%
N/A
1.71K $333K
FDX
Fedex Corp

Industrials
-38
- 2.93%
$198.07 - $245.17 $7.53K - $9.32K
1.26K $285K
QLYS
Qualys, Inc.

Technology
-520
- 19.68%
$115.21 - $142.87 $59.9K - $74.3K
2.12K $303K
XYL
Xylem Inc.

Industrials
-441
- 14.63%
$102.86 - $129.5 $45.4K - $57.1K
2.57K $332K
TSCO
Tractor Supply CO

Consumer Cyclical
-209
- 2.95%
$47.86 - $55.77 $10K - $11.7K
6.88K $362K
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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