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
Safehold Inc
-93
- 0.18%
N/A
51.3K $0
VOE
Vanguard Mid Cap Value Index F

ETFs
-18
- 4.42%
$164.63 - $174.58 $2.96K - $3.14K
389 $67K
PFE
Pfizer Inc

Healthcare
-507
- 4.25%
$23.29 - $25.88 $11.8K - $13.1K
11.4K $291K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-11
- 3.55%
$135.0 - $146.02 $1.49K - $1.61K
299 $43K
SHEL
Shell PLC

Energy
-25
- 0.61%
$69.82 - $73.93 $1.75K - $1.85K
4.05K $289K
VNQ
Vanguard Specialized Funds Van

ETFs
-36
- 1.11%
$88.47 - $93.24 $3.18K - $3.36K
3.2K $292K
MA
Mastercard Inc

Financial Services
-76
- 1.09%
$550.18 - $598.96 $41.8K - $45.5K
6.91K $3.93M
LYG
Lloyds Banking Group PLC

Financial Services
-90
- 0.5%
$4.03 - $4.63 $363 - $417
18K $81K
IGF
Ishares Global Infrastructure

ETFs
-81
- 1.4%
$58.29 - $61.43 $4.72K - $4.98K
5.7K $348K
DVY
Ishares Tr

ETFs
-20
- 1.84%
$133.88 - $142.57 $2.68K - $2.85K
1.07K $151K
EEM
Ishares Msci Emerging Markets

ETFs
-51
- 2.33%
$48.07 - $53.4 $2.45K - $2.72K
2.14K $114K
ADI
Analog Devices Inc

Technology
-75
- 2.07%
$220.68 - $255.63 $16.6K - $19.2K
3.55K $871K
NEE
Nextera Energy Inc

Utilities
-259
- 5.48%
$69.77 - $77.54 $18.1K - $20.1K
4.47K $337K
JCI
Johnson Controls International PLC

Industrials
-15
- 0.43%
$103.24 - $111.73 $1.55K - $1.68K
3.46K $379K
UNP
Union Pacific Corp

Industrials
-119
- 1.83%
$214.91 - $237.16 $25.6K - $28.2K
6.39K $1.51M
VO
Vanguard Mid Cap ETF

ETFs
-67
- 2.73%
$279.83 - $293.74 $18.7K - $19.7K
2.38K $699K
TSCO
Tractor Supply CO

Consumer Cyclical
-224
- 3.26%
$54.08 - $62.65 $12.1K - $14K
6.65K $378K
NVS
Novartis Ag

Healthcare
-30
- 1.12%
$113.5 - $129.73 $3.41K - $3.89K
2.66K $340K
VEEV
Veeva Systems Inc

Healthcare
-2
- 0.12%
$269.2 - $297.91 $538 - $596
1.61K $480K
VB
Vanguard Small Cap ETF

ETFs
-88
- 3.73%
$237.58 - $259.17 $20.9K - $22.8K
2.27K $577K
HPQ
Hp Inc

Technology
-225
- 2.27%
$24.45 - $29.35 $5.5K - $6.6K
9.68K $263K
CVLT
Commvault Systems Inc

Technology
-183
- 4.52%
$163.43 - $195.41 $29.9K - $35.8K
3.87K $729K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-676
- 2.93%
$62.09 - $66.51 $42K - $45K
22.4K $1.46M
SCHW
Schwab Charles Corp

Financial Services
-33
- 0.37%
$91.03 - $98.69 $3K - $3.26K
8.78K $837K
EBAY
Ebay Inc

Consumer Cyclical
-115
- 4.17%
$75.33 - $100.77 $8.66K - $11.6K
2.64K $240K
DASH
Door Dash, Inc.

Communication Services
-84
- 3.58%
$234.5 - $272.5 $19.7K - $22.9K
2.26K $614K
MPC
Marathon Petroleum Corp

Energy
-2
- 0.14%
$158.59 - $198.69 $317 - $397
1.44K $277K
MCD
Mcdonalds Corp

Consumer Cyclical
-26
- 0.67%
$291.67 - $316.99 $7.58K - $8.24K
3.83K $1.16M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-50
- 0.63%
$132.9 - $142.03 $6.65K - $7.1K
7.91K $1.11M
MSI
Motorola Solutions, Inc.

Technology
-64
- 2.69%
$408.73 - $490.3 $26.2K - $31.4K
2.31K $1.06M
LOW
Lowes Companies Inc

Consumer Cyclical
-145
- 3.91%
$215.01 - $273.02 $31.2K - $39.6K
3.56K $895K
IWM
Ishares Russell 2000 ETF

ETFs
-138
- 3.4%
$214.92 - $244.84 $29.7K - $33.8K
3.92K $948K
VLO
Valero Energy Corp

Energy
-9
- 0.31%
$131.77 - $175.63 $1.19K - $1.58K
2.85K $485K
CPNG
Coupang, Inc.

Consumer Cyclical
-348
- 0.56%
$27.67 - $33.53 $9.63K - $11.7K
61.7K $1.99M
APP
App Lovin Corp

Technology
-120
- 17.96%
$335.1 - $718.54 $40.2K - $86.2K
548 $393K
INTC
Intel Corp

Technology
-528
- 3.02%
$19.31 - $35.5 $10.2K - $18.7K
17K $569K
APH
Amphenol Corp

Technology
-77
- 1.03%
$97.39 - $125.4 $7.5K - $9.66K
7.41K $917K
PWR
Quanta Services, Inc.

Industrials
-1
- 0.01%
$372.29 - $421.68 $372 - $422
6.76K $2.8M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-795
- 9.03%
$43.07 - $91.37 $34.2K - $72.6K
8.01K $731K
PII
Polaris Inc.

Consumer Cyclical
-1.2K
- 5.07%
$44.87 - $59.95 $53.8K - $71.9K
22.5K $1.31M
IXUS
Ishares Tr

ETFs
-5.37K
- 2.85%
$76.35 - $82.58 $410K - $443K
183K $15.1M
HOOD
Robinhood Markets, Inc.

Technology
-7
- 0.05%
$91.27 - $143.18 $639 - $1K
13.2K $1.89M
VUG
Vanguard Growth ETF

ETFs
-280
- 1.06%
$433.97 - $484.08 $122K - $136K
26.2K $12.6M
VTI
Vanguard Total Stock Market Et

ETFs
-41
- 0.08%
$303.93 - $329.86 $12.5K - $13.5K
54.6K $17.9M
URTH
Ishares Msci World ETF

ETFs
-274
- 0.23%
$168.96 - $181.71 $46.3K - $49.8K
119K $21.6M
VTV
Vanguard Value ETF

ETFs
-1.71K
- 0.64%
$175.51 - $186.57 $301K - $320K
266K $49.7M
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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