Angeles Wealth Management, LLC Sells in Q1 2025

Angeles Wealth Management, LLC

  • $1.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-207K
- 48.91%
$104.71 - $107.69 $21.7M - $22.3M
217K $22.8M
MSFT
Microsoft Corp

Technology
-601
- 0.77%
$375.39 - $447.2 $226K - $269K
77.5K $29.1M
TSLA
Tesla, Inc.

Consumer Cyclical
-254
- 2.7%
$222.15 - $428.22 $56.4K - $109K
9.15K $2.37M
SPY
Spdr S&P 500 ETF Trust

ETFs
-10
- 0.02%
$551.42 - $612.93 $5.51K - $6.13K
43.9K $24.6M
URTH
Ishares Msci World ETF

ETFs
-4.53K
- 3.85%
$151.24 - $164.09 $684K - $743K
113K $17.3M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-17.2K
- 33.43%
$39.96 - $43.3 $688K - $746K
34.3K $1.41M
VTI
Vanguard Total Stock Market Et

ETFs
-78
- 0.17%
$271.18 - $303.12 $21.2K - $23.6K
44.5K $12.2M
FOXF
Fox Factory Holding Corp

Consumer Cyclical
-7.93K
- 14.05%
$23.34 - $30.17 $185K - $239K
48.5K $1.13M
MRK
Merck & Co., Inc.

Healthcare
-2.03K
- 5.82%
$83.01 - $101.02 $169K - $205K
32.8K $2.95M
AVUS
American Centy ETF Tr Avantis

ETFs
-4.32K
- 37.25%
$90.7 - $101.57 $392K - $438K
7.27K $671K
HD
Home Depot, Inc.

Consumer Cyclical
-95
- 0.77%
$347.25 - $424.87 $33K - $40.4K
12.3K $4.49M
CMCSA
Comcast Corp

Communication Services
-6.51K
- 44.83%
$33.19 - $38.23 $216K - $249K
8.01K $295K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
-1.6K
- 26.91%
$65.73 - $93.93 $105K - $150K
4.35K $289K
NVO
Novo Nordisk A S

Healthcare
-175
- 1.26%
$69.3 - $90.95 $12.1K - $15.9K
13.7K $954K
DIHP
Dimensional ETF Tr Dimensional

ETFs
-9.66K
- 53.01%
$25.1 - $27.85 $242K - $269K
8.56K $230K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-9.01K
- 46.44%
$25.54 - $28.79 $230K - $259K
10.4K $288K
PFE
Pfizer Inc

Healthcare
-7.5K
- 40.15%
$25.01 - $27.13 $188K - $203K
11.2K $283K
AVEM
American Centy ETF Tr Avantis

ETFs
-3.34K
- 91.64%
$57.11 - $62.4 $191K - $209K
305 $18K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-7.5K
- 80.92%
$25.35 - $27.46 $190K - $206K
1.77K $46K
MANH
Manhattan Associates Inc

Technology
-237
- 16.5%
$163.5 - $295.1 $38.7K - $69.9K
1.2K $207K
UPS
United Parcel Service Inc

Industrials
-912
- 19.77%
$109.66 - $136.26 $100K - $124K
3.7K $407K
NKE
Nike, Inc.

Consumer Cyclical
-218
- 1.67%
$63.29 - $81.72 $13.8K - $17.8K
12.9K $816K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-19
- 8.15%
$4295.4 - $5141.88 $81.6K - $97.7K
214 $985K
LMT
Lockheed Martin Corp

Industrials
-213
- 12.71%
$423.19 - $506.29 $90.1K - $108K
1.46K $653K
PCG
Pg&E Corp

Utilities
-6.02K
- 32.32%
$15.16 - $20.4 $91.3K - $123K
12.6K $216K
DIS
Walt Disney CO

Communication Services
-193
- 1.92%
$96.87 - $114.0 $18.7K - $22K
9.83K $970K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-47
- 1.1%
$165.25 - $224.62 $7.77K - $10.6K
4.21K $699K
CYBR
Cyber Ark Software Ltd.

Technology
-445
- 23.08%
$312.8 - $414.31 $139K - $184K
1.48K $501K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-81
- 2.05%
$497.6 - $606.74 $40.3K - $49.1K
3.86K $1.92M
CMI
Cummins Inc

Industrials
-156
- 6.97%
$312.92 - $386.07 $48.8K - $60.2K
2.08K $652K
DHR
Danaher Corp

Healthcare
-112
- 2.65%
$201.62 - $250.59 $22.6K - $28.1K
4.12K $843K
AVDE
American Centy ETF Tr Avantis

ETFs
-2.11K
- 44.5%
$60.63 - $68.55 $128K - $145K
2.63K $174K
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
-1.12K
- 50.77%
$90.18 - $98.47 $101K - $111K
1.09K $102K
BAC
Bank Of America Corp

Financial Services
-263
- 0.67%
$39.61 - $47.74 $10.4K - $12.6K
39.1K $1.63M
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.61K
- 58.91%
$50.44 - $58.1 $81.2K - $93.5K
1.12K $57K
WHR
Whirlpool Corp

Consumer Cyclical
-44
- 1.22%
$88.58 - $133.14 $3.9K - $5.86K
3.58K $322K
AVUV
American Centy ETF Tr Avantis

ETFs
-846
- 59.79%
$84.95 - $100.62 $71.9K - $85.1K
569 $49K
HON
Honeywell International Inc

Industrials
-214
- 8.37%
$202.75 - $226.52 $43.4K - $48.5K
2.34K $496K
NVS
Novartis Ag

Healthcare
-1.13K
- 34.81%
$97.14 - $115.57 $110K - $131K
2.12K $236K
ADI
Analog Devices Inc

Technology
-203
- 5.81%
$201.56 - $243.82 $40.9K - $49.5K
3.29K $663K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-14
- 0.88%
$468.34 - $539.52 $6.56K - $7.55K
1.58K $742K
LOW
Lowes Companies Inc

Consumer Cyclical
-107
- 3.03%
$222.66 - $268.42 $23.8K - $28.7K
3.42K $797K
XLU
Utilities Sector Spdr

ETFs
-950
- 61.29%
$74.7 - $80.27 $71K - $76.3K
600 $47K
CVLT
Commvault Systems Inc

Technology
-606
- 12.97%
$146.82 - $187.9 $89K - $114K
4.07K $641K
ZTS
Zoetis Inc.

Healthcare
-370
- 18.36%
$156.48 - $175.67 $57.9K - $65K
1.65K $270K
VPU
Vanguard Utilities ETF

ETFs
-375
- 37.02%
$161.24 - $173.33 $60.5K - $65K
638 $108K
EPD
Enterprise Products Partners L.P.

Energy
-4.99K
- 12.21%
$31.75 - $34.14 $158K - $170K
35.9K $1.22M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-137
- 4.67%
$161.13 - $209.29 $22.1K - $28.7K
2.8K $462K
EQIX
Equinix Inc

Real Estate
-21
- 7.02%
$803.0 - $959.97 $16.9K - $20.2K
278 $226K
Activity Summary
Buys All Purchases 173 New Holdings 19 Increased Positions 154 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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