Angeles Wealth Management, LLC Reduced Holdings in Q3 2025

Angeles Wealth Management, LLC

  • $1.62 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ARES
Ares Management Corp

Financial Services
-662
- 0.31%
$159.89 - $192.76 $106K - $128K
213K $34.1M
COST
Costco Wholesale Corp

Consumer Defensive
-19
- 0.18%
$915.95 - $994.57 $17.4K - $18.9K
10.4K $9.64M
SUB
Ishares Short Term National Mu

ETFs
-6.07K
- 11.87%
$106.17 - $107.3 $644K - $651K
45K $4.81M
ISRG
Intuitive Surgical Inc

Healthcare
-293
- 6.25%
$433.66 - $544.47 $127K - $160K
4.4K $1.97M
NFLX
Netflix Inc

Communication Services
-109
- 4.03%
$1147.87 - $1297.18 $125K - $141K
2.59K $3.11M
NVO
Novo Nordisk A S

Healthcare
-6.53K
- 62.27%
$45.38 - $71.7 $296K - $468K
3.95K $219K
CL
Colgate Palmolive CO

Consumer Defensive
-1.14K
- 3.87%
$79.36 - $93.33 $90.7K - $107K
28.4K $2.27M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-9.5K
- 48.97%
$42.67 - $46.91 $405K - $446K
9.9K $463K
IEMG
Ishares Inc

ETFs
-6.09K
- 36.01%
N/A
10.8K $580K
CRM
Salesforce, Inc.

Technology
-483
- 9.01%
$231.66 - $273.65 $112K - $132K
4.88K $1.16M
PG
Procter & Gamble CO

Consumer Defensive
-1.64K
- 24.07%
$150.47 - $161.22 $246K - $264K
5.17K $793K
LLY
Eli Lilly & CO

Healthcare
-243
- 4.25%
$625.65 - $812.69 $152K - $197K
5.47K $4.17M
GWW
W.W. Grainger, Inc.

Industrials
-225
- 41.9%
$932.44 - $1059.49 $210K - $238K
312 $297K
CYBR
Cyber Ark Software Ltd.

Technology
-860
- 41.47%
$374.8 - $491.1 $322K - $422K
1.21K $586K
WGO
Winnebago Industries Inc

Consumer Cyclical
-10.2K
- 48.79%
$28.84 - $36.79 $293K - $373K
10.7K $356K
XOM
Exxon Mobil Corp

Energy
-3.25K
- 12.4%
$105.83 - $117.22 $344K - $381K
22.9K $2.59M
CTAS
Cintas Corp

Industrials
-314
- 3.43%
$199.29 - $226.27 $62.6K - $71K
8.83K $1.81M
NOW
Service Now, Inc.

Technology
-35
- 2.01%
$850.86 - $1044.69 $29.8K - $36.6K
1.71K $1.57M
TOST
Toast, Inc.

Technology
-795
- 3.37%
$36.51 - $49.3 $29K - $39.2K
22.8K $832K
FTNT
Fortinet, Inc.

Technology
-1.02K
- 17.81%
$74.39 - $107.65 $75.7K - $110K
4.7K $395K
SNPS
Synopsys Inc

Technology
-339
- 36.37%
$387.78 - $645.35 $131K - $219K
593 $292K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-280
- 21.81%
$366.54 - $479.53 $103K - $134K
1K $393K
VBK
Vanguard Small Cap Growth ETF

ETFs
-750
- 28.84%
$276.51 - $305.12 $207K - $229K
1.85K $550K
PM
Philip Morris International Inc.

Consumer Defensive
-62
- 0.82%
$157.77 - $183.27 $9.78K - $11.4K
7.54K $1.22M
KO
Coca Cola CO

Consumer Defensive
-1.16K
- 7.67%
$65.67 - $71.67 $76.1K - $83.1K
14K $925K
CRI
Carters Inc

Consumer Cyclical
-73
- 0.1%
$23.65 - $33.93 $1.73K - $2.48K
70.9K $2M
ZTS
Zoetis Inc.

Healthcare
-695
- 18.72%
$141.13 - $159.19 $98.1K - $111K
3.02K $441K
MCO
Moodys Corp

Financial Services
-68
- 1.67%
$472.69 - $521.32 $32.1K - $35.4K
4.01K $1.91M
DXCM
Dexcom Inc

Healthcare
-614
- 15.76%
$66.46 - $89.53 $40.8K - $55K
3.28K $220K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-5.35K
- 17.77%
$40.04 - $45.11 $214K - $241K
24.7K $1.1M
PGR
Progressive Corp

Financial Services
-112
- 2.58%
$238.61 - $264.3 $26.7K - $29.6K
4.24K $1.05M
AVUS
American Centy ETF Tr Avantis

ETFs
-1.5K
- 20.57%
$101.2 - $109.16 $151K - $163K
5.78K $627K
AMT
American Tower Corp

Real Estate
-264
- 13.93%
$192.32 - $232.35 $50.8K - $61.3K
1.63K $313K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
-914
- 1.92%
$24.29 - $30.41 $22.2K - $27.8K
46.8K $1.14M
RSG
Republic Services, Inc.

Industrials
-45
- 0.92%
$225.33 - $246.01 $10.1K - $11.1K
4.86K $1.12M
BMY
Bristol Myers Squibb CO

Healthcare
-1.7K
- 11.32%
$43.31 - $48.98 $73.5K - $83.1K
13.3K $599K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-3.67K
- 12.39%
$41.91 - $44.87 $154K - $165K
26K $1.16M
SAP
Sap Se

Technology
-41
- 1.88%
$252.42 - $311.93 $10.3K - $12.8K
2.14K $570K
LMT
Lockheed Martin Corp

Industrials
-292
- 18.63%
$410.74 - $499.21 $120K - $146K
1.28K $636K
AMGN
Amgen Inc

Healthcare
-315
- 23.97%
$271.18 - $309.22 $85.4K - $97.4K
999 $281K
KR
Kroger CO

Consumer Defensive
-896
- 22.47%
$64.52 - $74.35 $57.8K - $66.6K
3.09K $208K
HON
Honeywell International Inc

Industrials
-88
- 3.45%
$207.7 - $240.4 $18.3K - $21.2K
2.46K $517K
SPSC
Sps Commerce Inc

Technology
-1
- 0.04%
$103.88 - $142.5 $104 - $143
2.37K $247K
FISV
Fiserv Inc

Technology
-595
- 17.81%
N/A
2.75K $343K
CARR
Carrier Global Corp

Industrials
-213
- 4.67%
$58.75 - $80.73 $12.5K - $17.2K
4.35K $259K
EMB
Ishares Tr

ETFs
-750
- 70.36%
$91.52 - $95.59 $68.6K - $71.7K
316 $30K
DHR
Danaher Corp

Healthcare
-344
- 7.44%
$181.46 - $212.2 $62.4K - $73K
4.28K $848K
BALL
Ball Corp

Consumer Cyclical
-71
- 0.65%
$48.47 - $59.71 $3.44K - $4.24K
10.8K $543K
DE
Deere & CO

Industrials
-31
- 3.39%
$457.26 - $524.37 $14.2K - $16.3K
884 $404K
Activity Summary
Buys All Purchases 176 New Holdings 23 Increased Positions 153 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 0 Puts 0
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