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
WMT
Walmart Inc.

Consumer Defensive
-202
- 1.45%
$84.5 - $105.05 $17.1K - $21.2K
13.7K $1.21M
IQV
Iqvia Holdings Inc.

Healthcare
-126
- 8.41%
$176.3 - $209.96 $22.2K - $26.5K
1.37K $241K
HPQ
Hp Inc

Technology
-78
- 0.76%
$27.69 - $34.72 $2.16K - $2.71K
10.2K $282K
ITW
Illinois Tool Works Inc

Industrials
-177
- 11.58%
$244.9 - $274.48 $43.3K - $48.6K
1.35K $335K
IWC
Russell Micro Cap ETF

ETFs
-235
- 19.93%
$110.91 - $133.46 $26.1K - $31.4K
944 $104K
CB
Chubb LTD

Financial Services
-292
- 17.71%
$257.71 - $301.99 $75.3K - $88.2K
1.36K $409K
AVDV
American Centy ETF Tr Avantis

ETFs
-764
- 45.05%
$63.74 - $71.96 $48.7K - $55K
932 $64K
MCO
Moodys Corp

Financial Services
-33
- 0.84%
$437.8 - $527.48 $14.4K - $17.4K
3.88K $1.8M
GS
Goldman Sachs Group Inc

Financial Services
-50
- 7.52%
$524.81 - $672.19 $26.2K - $33.6K
615 $335K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-800
- 7.92%
$32.42 - $36.13 $25.9K - $28.9K
9.3K $306K
BA
Boeing CO

Industrials
-124
- 4.29%
$148.15 - $186.25 $18.4K - $23.1K
2.76K $471K
HAL
Halliburton CO

Energy
-563
- 5.84%
$24.15 - $29.9 $13.6K - $16.8K
9.08K $230K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-19
- 1.34%
$221.78 - $273.45 $4.21K - $5.2K
1.4K $319K
KMI
Kinder Morgan, Inc.

Energy
-1.71K
- 8.76%
$26.1 - $31.22 $44.6K - $53.3K
17.8K $507K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-687
- 11.52%
$48.43 - $49.9 $33.3K - $34.3K
5.28K $263K
AMT
American Tower Corp

Real Estate
-408
- 21.33%
$173.46 - $217.6 $70.8K - $88.8K
1.51K $327K
ASML
Asml Holding Nv

Technology
-15
- 4.31%
$662.63 - $776.99 $9.94K - $11.7K
333 $220K
FISV
Fiserv Inc

Technology
-167
- 4.92%
N/A
3.23K $404K
MSCI
Msci Inc.

Financial Services
-4
- 0.81%
$541.46 - $628.34 $2.17K - $2.51K
488 $275K
UNH
Unitedhealth Group Inc

Healthcare
-125
- 4.72%
$461.52 - $548.18 $57.7K - $68.5K
2.52K $1.32M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-407
- 15.49%
$59.28 - $66.1 $24.1K - $26.9K
2.22K $141K
PICK
Ishares Inc Msci Global Select

ETFs
-600
- 13.8%
$34.93 - $38.35 $21K - $23K
3.75K $134K
BDX
Becton Dickinson & CO

Healthcare
-90
- 5.3%
$222.79 - $249.08 $20.1K - $22.4K
1.61K $368K
FDS
Factset Research Systems Inc

Financial Services
-1
- 0.17%
$427.5 - $476.51 $428 - $477
601 $273K
WIT
Wipro LTD

Technology
-1.46K
- 6.71%
$3.0 - $3.77 $4.39K - $5.52K
20.3K $62K
IWN
Ishares Russell2000 Val ETF

ETFs
-41
- 6.66%
$149.27 - $169.4 $6.12K - $6.95K
575 $86K
VNQ
Vanguard Specialized Funds Van

ETFs
-218
- 4.95%
$85.55 - $94.34 $18.6K - $20.6K
4.19K $379K
CMF
Ishares California Muni Bond E

ETFs
-158
- 8.77%
$55.93 - $57.47 $8.84K - $9.08K
1.64K $92K
STX
Seagate Technology Holdings PLC

Technology
-45
- 1.3%
$84.92 - $108.42 $3.82K - $4.88K
3.41K $289K
PG
Procter & Gamble CO

Consumer Defensive
-162
- 2.33%
$158.56 - $176.26 $25.7K - $28.6K
6.79K $1.16M
FNDF
Schwab Fundamental Intl Large

ETFs
-500
- 12.5%
$32.9 - $37.45 $16.5K - $18.7K
3.5K $126K
OKE
Oneok Inc

Energy
-5
- 0.18%
$89.57 - $109.85 $448 - $549
2.79K $276K
Ge Vernova Inc
-10
- 1.39%
N/A
710 $0
VEU
Vanguard Ftse All World Ex Us

ETFs
-350
- 4.91%
$56.51 - $62.98 $19.8K - $22K
6.78K $411K
CRWD
Crowd Strike Holdings, Inc.

Technology
-5
- 0.66%
$308.86 - $455.36 $1.54K - $2.28K
754 $265K
EFV
Msci Eafe Value ETF

ETFs
-350
- 8.32%
$51.88 - $60.73 $18.2K - $21.3K
3.86K $227K
TSCO
Tractor Supply CO

Consumer Cyclical
-75
- 1.05%
$51.66 - $57.94 $3.87K - $4.35K
7.09K $390K
VLO
Valero Energy Corp

Energy
-93
- 3.64%
$121.76 - $142.99 $11.3K - $13.3K
2.46K $325K
ECL
Ecolab Inc.

Basic Materials
-68
- 4.52%
$229.72 - $269.82 $15.6K - $18.3K
1.44K $364K
SHEL
Shell PLC

Energy
-585
- 10.9%
$62.84 - $73.29 $36.8K - $42.9K
4.78K $350K
ALL
Allstate Corp

Financial Services
-18
- 1.28%
$180.99 - $210.18 $3.26K - $3.78K
1.39K $286K
BKR
Baker Hughes CO

Energy
-23
- 0.34%
$41.16 - $48.85 $947 - $1.12K
6.77K $297K
SAP
Sap Se

Technology
-62
- 3.72%
$241.4 - $293.69 $15K - $18.2K
1.6K $430K
GWRE
Guidewire Software, Inc.

Technology
-128
- 4.77%
$166.74 - $218.22 $21.3K - $27.9K
2.56K $478K
VZ
Verizon Communications Inc

Communication Services
-311
- 3.99%
$37.81 - $46.49 $11.8K - $14.5K
7.49K $339K
CL
Colgate Palmolive CO

Consumer Defensive
-36
- 0.14%
$85.68 - $97.5 $3.08K - $3.51K
26.4K $2.47M
XLE
Energy Sector Spdr

ETFs
-300
- 2.31%
$85.7 - $93.96 $25.7K - $28.2K
12.7K $1.19M
IBM
International Business Machines Corp

Technology
-18
- 0.51%
$217.4 - $264.74 $3.91K - $4.77K
3.54K $879K
IAU
Ishares Gold Trust

ETFs
-113
- 0.86%
$49.74 - $58.96 $5.62K - $6.66K
13K $766K
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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