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
BDX
Becton Dickinson & CO

Healthcare
-50
- 2.89%
$221.47 - $242.41 $11.1K - $12.1K
1.68K $404K
DFAT
Dimensional ETF Tr U S Target

ETFs
-191
- 6.53%
$51.0 - $57.07 $9.74K - $10.9K
2.73K $152K
TGT
Target Corp

Consumer Defensive
-70
- 3.54%
$133.47 - $159.25 $9.34K - $11.1K
1.91K $297K
NVS
Novartis Ag

Healthcare
-162
- 4.91%
$106.13 - $120.89 $17.2K - $19.6K
3.14K $361K
TSCO
Tractor Supply CO

Consumer Cyclical
-48
- 3.49%
$251.95 - $290.93 $12.1K - $14K
1.33K $386K
CSCO
Cisco Systems, Inc.

Technology
-1.27K
- 8.55%
$44.74 - $53.22 $56.7K - $67.5K
13.6K $722K
MS
Morgan Stanley

Financial Services
-56
- 1.5%
$92.07 - $106.96 $5.16K - $5.99K
3.68K $383K
GLD
Spdr Gold Trust

ETFs
-66
- 4.38%
$215.56 - $246.98 $14.2K - $16.3K
1.44K $350K
CAT
Caterpillar Inc

Industrials
-67
- 7.31%
$316.8 - $391.12 $21.2K - $26.2K
849 $332K
RSG
Republic Services, Inc.

Industrials
-15
- 0.31%
$189.34 - $208.21 $2.84K - $3.12K
4.84K $972K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-140
- 2.36%
$117.9 - $128.2 $16.5K - $17.9K
5.8K $743K
SBUX
Starbucks Corp

Consumer Cyclical
-156
- 5.11%
$72.51 - $98.6 $11.3K - $15.4K
2.9K $282K
NKE
Nike, Inc.

Consumer Cyclical
-1.57K
- 10.47%
$71.09 - $89.44 $111K - $140K
13.4K $1.18M
ABT
Abbott Laboratories

Healthcare
-315
- 3.1%
$100.07 - $118.13 $31.5K - $37.2K
9.86K $1.12M
IVV
Ishares Core S&P 500 ETF

ETFs
-71
- 1.81%
$520.18 - $576.82 $36.9K - $41K
3.85K $2.22M
MSI
Motorola Solutions, Inc.

Technology
-89
- 3.74%
$385.65 - $450.49 $34.3K - $40.1K
2.29K $1.03M
SJNK
Spdr Bloomberg Short Term High

ETFs
-18K
- 2.41%
$24.8 - $25.75 $448K - $465K
730K $18.8M
RTX
Raytheon Technologies Corp

Industrials
-372
- 4.34%
$99.55 - $123.34 $37K - $45.9K
8.19K $992K
ORCL
Oracle Corp

Technology
-75
- 1.48%
$125.9 - $170.35 $9.44K - $12.8K
4.99K $849K
LOW
Lowes Companies Inc

Consumer Cyclical
-82
- 2.43%
$213.3 - $270.78 $17.5K - $22.2K
3.29K $891K
PWR
Quanta Services, Inc.

Industrials
-357
- 6.02%
$239.58 - $298.23 $85.5K - $106K
5.57K $1.66M
ISRG
Intuitive Surgical Inc

Healthcare
-124
- 2.62%
$416.14 - $494.01 $51.6K - $61.3K
4.6K $2.26M
LGIH
Lgi Homes, Inc.

Consumer Cyclical
-205
- 3.12%
$84.66 - $123.5 $17.4K - $25.3K
6.36K $752K
VUG
Vanguard Growth ETF

ETFs
-10
- 0.05%
$341.08 - $391.94 $3.41K - $3.92K
19.8K $7.59M
IXUS
Ishares Tr

ETFs
-6.31K
- 3.13%
$64.9 - $73.35 $410K - $463K
195K $14.2M
VTI
Vanguard Total Stock Market Et

ETFs
-219
- 0.49%
$255.18 - $283.2 $55.9K - $62K
44.5K $12.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-768
- 1.73%
$517.38 - $573.86 $397K - $441K
43.7K $25.1M
URTH
Ishares Msci World ETF

ETFs
-1.07K
- 0.88%
$140.68 - $156.99 $150K - $167K
119K $18.7M
ARES
Ares Management Corp

Financial Services
-199
- 0.11%
$133.73 - $158.05 $26.6K - $31.5K
173K $27M
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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