Angeles Wealth Management, LLC Sells in Q4 2024

Angeles Wealth Management, LLC

  • $1.21 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-160K
- 27.42%
$105.78 - $108.7 $16.9M - $17.4M
424K $45.2M
IXUS
Ishares Tr

ETFs
-2.38K
- 1.22%
$65.95 - $72.56 $157K - $172K
193K $12.7M
LLY
Eli Lilly & CO

Healthcare
-47
- 0.98%
$727.2 - $932.06 $34.2K - $43.8K
4.76K $3.67M
URTH
Ishares Msci World ETF

ETFs
-1.95K
- 1.63%
$153.73 - $162.67 $299K - $316K
117K $18.3M
ADBE
Adobe Inc.

Technology
-541
- 24.28%
$437.39 - $552.96 $237K - $299K
1.69K $750K
AVAV
Aero Vironment Inc

Industrials
-1.43K
- 36.66%
$153.72 - $235.17 $219K - $336K
2.47K $379K
CL
Colgate Palmolive CO

Consumer Defensive
-254
- 0.95%
$90.22 - $102.31 $22.9K - $26K
26.4K $2.4M
UBER
Uber Technologies, Inc

Technology
-3.35K
- 39.85%
$59.93 - $86.34 $201K - $290K
5.06K $305K
PEP
Pepsico Inc

Consumer Defensive
-133
- 0.94%
$151.29 - $176.1 $20.1K - $23.4K
14K $2.13M
UNH
Unitedhealth Group Inc

Healthcare
-64
- 2.36%
$485.52 - $625.25 $31.1K - $40K
2.65K $1.34M
SNPS
Synopsys Inc

Technology
-444
- 51.63%
$485.36 - $588.0 $215K - $261K
416 $201K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
-405
- 6.37%
$88.68 - $118.18 $35.9K - $47.9K
5.95K $532K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-6.02K
- 21.91%
$33.62 - $35.69 $203K - $215K
21.5K $725K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-4.08K
- 7.33%
$40.38 - $44.35 $165K - $181K
51.5K $2.11M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-499
- 23.8%
$481.22 - $538.17 $240K - $269K
1.6K $816K
NKE
Nike, Inc.

Consumer Cyclical
-306
- 2.29%
$73.36 - $89.13 $22.4K - $27.3K
13.1K $989K
XLV
Select Sector Spdr Fund Health

ETFs
-1.1K
- 78.57%
$136.28 - $154.74 $150K - $170K
300 $41K
DIHP
Dimensional ETF Tr Dimensional

ETFs
-4.39K
- 19.4%
$25.15 - $27.57 $110K - $121K
18.2K $459K
KLAC
Kla Corp

Technology
-134
- 27.74%
$614.46 - $829.55 $82.3K - $111K
349 $219K
XLI
Industrial Sector Spdr

ETFs
-1K
- 83.06%
$131.76 - $143.99 $132K - $144K
204 $26K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-3.14K
- 13.94%
$25.61 - $28.0 $80.5K - $88K
19.4K $501K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-2
- 0.55%
$701.85 - $1046.91 $1.4K - $2.09K
359 $255K
AMAT
Applied Materials Inc

Technology
-281
- 15.28%
$161.44 - $213.89 $45.4K - $60.1K
1.56K $253K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-2.5K
- 89.32%
$40.06 - $45.21 $100K - $113K
299 $12K
STX
Seagate Technology Holdings PLC

Technology
-217
- 5.91%
$86.31 - $112.64 $18.7K - $24.4K
3.45K $298K
XLF
Financial Sector Spdr

ETFs
-2.4K
- 55.65%
$44.89 - $51.34 $108K - $123K
1.91K $92K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-67
- 6.01%
$396.64 - $516.74 $26.6K - $34.6K
1.05K $421K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-108
- 3.55%
$176.4 - $231.84 $19.1K - $25K
2.93K $517K
IQV
Iqvia Holdings Inc.

Healthcare
-102
- 6.38%
$190.97 - $236.63 $19.5K - $24.1K
1.5K $294K
AVUV
American Centy ETF Tr Avantis

ETFs
-830
- 36.97%
$94.37 - $106.41 $78.3K - $88.3K
1.42K $136K
PSX
Phillips 66

Energy
-1
- 0.02%
$110.35 - $138.93 $110 - $139
4.24K $482K
ISRG
Intuitive Surgical Inc

Healthcare
-407
- 8.84%
$471.27 - $550.62 $192K - $224K
4.2K $2.19M
XLP
Consumer Staples Sector Spdr

ETFs
-900
- 64.29%
N/A
500 $38K
ZTS
Zoetis Inc.

Healthcare
-1
- 0.05%
$162.24 - $194.42 $162 - $194
2.02K $328K
MANH
Manhattan Associates Inc

Technology
-165
- 10.31%
$263.36 - $309.78 $43.5K - $51.1K
1.44K $388K
RAMP
Live Ramp Holdings, Inc.

Technology
-3.93K
- 34.93%
$23.69 - $32.37 $93.1K - $127K
7.32K $222K
ABT
Abbott Laboratories

Healthcare
-409
- 4.15%
$111.93 - $119.39 $45.8K - $48.8K
9.45K $1.07M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-156
- 9.84%
$209.89 - $233.24 $32.7K - $36.4K
1.43K $303K
EFV
Msci Eafe Value ETF

ETFs
-500
- 10.62%
$51.78 - $57.15 $25.9K - $28.6K
4.21K $220K
IEFA
Ishares Tr

ETFs
-554
- 46.67%
$70.06 - $77.43 $38.8K - $42.9K
633 $44K
TGT
Target Corp

Consumer Defensive
-26
- 1.36%
$121.59 - $160.69 $3.16K - $4.18K
1.88K $254K
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
-255
- 10.33%
$92.26 - $103.02 $23.5K - $26.3K
2.21K $207K
GWRE
Guidewire Software, Inc.

Technology
-2
- 0.07%
$168.58 - $207.12 $337 - $414
2.68K $452K
DASH
Door Dash, Inc.

Communication Services
-587
- 23.66%
$141.93 - $180.48 $83.3K - $106K
1.89K $317K
SPSC
Sps Commerce Inc

Technology
-25
- 1.04%
$165.0 - $198.81 $4.13K - $4.97K
2.37K $436K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-239
- 2.51%
$26.16 - $28.82 $6.25K - $6.89K
9.27K $242K
SYK
Stryker Corp

Healthcare
-60
- 4.6%
$345.14 - $392.15 $20.7K - $23.5K
1.25K $448K
XLC
Select Sector Spdr Tr Communic

ETFs
-300
- 25.0%
$89.66 - $102.16 $26.9K - $30.6K
900 $87K
CVLT
Commvault Systems Inc

Technology
-50
- 1.06%
$132.26 - $177.6 $6.61K - $8.88K
4.67K $704K
Activity Summary
Buys All Purchases 228 New Holdings 58 Increased Positions 170 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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