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
FNDX
Schwab Fundamental U S Large C

ETFs
-3.87K
- 5.43%
$20.84 - $24.54 $80.7K - $95K
67.5K $1.66M
MO
Altria Group, Inc.

Consumer Defensive
-184
- 1.82%
$55.56 - $60.91 $10.2K - $11.2K
9.94K $582K
KO
Coca Cola CO

Consumer Defensive
-138
- 0.9%
$68.37 - $73.9 $9.44K - $10.2K
15.1K $1.07M
VPU
Vanguard Utilities ETF

ETFs
-150
- 23.51%
$158.36 - $178.82 $23.8K - $26.8K
488 $86K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-164
- 34.6%
$108.12 - $135.04 $17.7K - $22.1K
310 $41K
IAT
Ishares Tr

ETFs
-41
- 41.0%
$39.71 - $49.55 $1.63K - $2.03K
59 $2K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-75
- 5.91%
$149.76 - $186.42 $11.2K - $14K
1.2K $222K
Knife River Corp
-4
- 0.05%
N/A
8.5K $0
Lam Research Corp
-395
- 5.87%
N/A
6.33K $0
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-260
- 4.48%
$35.35 - $42.68 $9.19K - $11.1K
5.54K $236K
KMI
Kinder Morgan, Inc.

Energy
-471
- 2.65%
$25.21 - $29.4 $11.9K - $13.8K
17.3K $509K
SOXX
Ishares Semiconductor ETF

ETFs
-150
- 18.59%
$154.86 - $239.07 $23.2K - $35.9K
657 $156K
MMM
3 M CO

Industrials
-42
- 1.19%
$126.09 - $154.15 $5.3K - $6.47K
3.5K $532K
CAH
Cardinal Health Inc

Healthcare
-227
- 13.08%
$125.0 - $168.0 $28.4K - $38.1K
1.51K $253K
MANH
Manhattan Associates Inc

Technology
-58
- 4.84%
$143.9 - $197.47 $8.35K - $11.5K
1.14K $225K
C
Citigroup Inc

Financial Services
-573
- 11.23%
$58.13 - $85.12 $33.3K - $48.8K
4.53K $385K
FTNT
Fortinet, Inc.

Technology
-299
- 4.97%
$84.71 - $108.69 $25.3K - $32.5K
5.72K $604K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-15
- 1.1%
$153.22 - $199.8 $2.3K - $3K
1.35K $253K
ASML
Asml Holding Nv

Technology
-7
- 2.1%
$595.37 - $815.24 $4.17K - $5.71K
326 $261K
CARR
Carrier Global Corp

Industrials
-49
- 1.06%
$55.55 - $75.83 $2.72K - $3.72K
4.56K $333K
IWM
Ishares Russell 2000 ETF

ETFs
-122
- 2.92%
$174.82 - $215.79 $21.3K - $26.3K
4.06K $875K
BEN
Franklin Resources Inc

Financial Services
-80
- 0.75%
$16.66 - $23.85 $1.33K - $1.91K
10.6K $251K
CVLT
Commvault Systems Inc

Technology
-16
- 0.39%
$139.35 - $190.99 $2.23K - $3.06K
4.05K $705K
MSTR
Microstrategy Inc

Technology
-97
- 10.34%
$237.95 - $421.61 $23.1K - $40.9K
841 $339K
NKE
Nike, Inc.

Consumer Cyclical
-62
- 0.48%
$53.27 - $72.04 $3.3K - $4.47K
12.8K $909K
GWRE
Guidewire Software, Inc.

Technology
-124
- 4.85%
$172.73 - $257.37 $21.4K - $31.9K
2.43K $572K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
-858
- 1.77%
$18.37 - $27.72 $15.8K - $23.8K
47.7K $1.24M
EVR
Evercore Inc.

Financial Services
-3
- 0.06%
$163.77 - $271.5 $491 - $815
4.81K $1.3M
AVAV
Aero Vironment Inc

Industrials
-220
- 8.92%
$111.65 - $284.95 $24.6K - $62.7K
2.25K $639K
JPM
Jpmorgan Chase & CO

Financial Services
-133
- 0.74%
$210.28 - $289.91 $28K - $38.6K
17.9K $5.18M
IXUS
Ishares Tr

ETFs
-3.64K
- 1.9%
$62.37 - $77.63 $227K - $283K
188K $14.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-277
- 0.63%
$496.48 - $617.85 $138K - $171K
43.6K $27M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4.57K
- 3.19%
$456.74 - $568.03 $2.09M - $2.6M
138K $78.7M
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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