Angeles Wealth Management, LLC Portfolio Holdings by Sector
Angeles Wealth Management, LLC
- $1.45 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
MGK VT SPYV VXUS VOO SCHG MUB VGK 156 stocks |
$1.06 Million
72.83% of portfolio
|
86
|
28
|
45
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL HOOD TOST PLTR ADBE CYBR PANW 17 stocks |
$52,803
3.64% of portfolio
|
14
|
2
|
3
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
ARES BX APO BK BEN STT 6 stocks |
$40,489
2.79% of portfolio
|
5
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO QCOM TSM ADI AMD MU INTC 9 stocks |
$29,187
2.01% of portfolio
|
7
|
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$28,690
1.98% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META GOOGL DASH SPOT PINS 6 stocks |
$21,488
1.48% of portfolio
|
6
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA CPNG SE CHWY EBAY 6 stocks |
$19,398
1.34% of portfolio
|
6
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI IXJ 2 stocks |
$16,609
1.15% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV MRK JNJ BMY GILD AMGN NVS 9 stocks |
$13,993
0.97% of portfolio
|
6
|
3
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$11,867
0.82% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP COF 4 stocks |
$11,641
0.8% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC C 4 stocks |
$11,105
0.77% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A HIG 3 stocks |
$10,231
0.71% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW CRM UBER CVLT INTU SAP GWRE DJCO 17 stocks |
$9,682
0.67% of portfolio
|
12
|
4
|
5
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$5,440
0.38% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS AMCX 3 stocks |
$4,959
0.34% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW ECL 2 stocks |
$4,774
0.33% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$4,532
0.31% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX LMT AVAV BA KTOS AXON NOC HEI 8 stocks |
$4,522
0.31% of portfolio
|
5
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX SHEL 3 stocks |
$4,483
0.31% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT PODD SYK BSX MDT DXCM GMED 7 stocks |
$4,403
0.3% of portfolio
|
7
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
CL PG CHD 3 stocks |
$4,105
0.28% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO DHR PKI IDXX MEDP NEOG 6 stocks |
$4,061
0.28% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG BDX RMD MMSI RGEN WST 6 stocks |
$3,876
0.27% of portfolio
|
6
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
EVR MS SCHW GS 4 stocks |
$3,530
0.24% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MCO SPGI MORN FDS CME ICE 6 stocks |
$3,396
0.23% of portfolio
|
5
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE CMI ETN ITW XYL EMR OTIS 7 stocks |
$3,282
0.23% of portfolio
|
6
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
CRI TJX 2 stocks |
$3,195
0.22% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
PAGP EPD KMI OKE WMB 5 stocks |
$3,143
0.22% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO MNST 3 stocks |
$3,035
0.21% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN FISV WIT 4 stocks |
$2,678
0.18% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI NOK 3 stocks |
$2,569
0.18% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR 1 stocks |
$2,556
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
RSG WM 2 stocks |
$2,420
0.17% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$2,038
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS T VZ CMCSA 4 stocks |
$2,000
0.14% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1,966
0.14% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR CB ALL 3 stocks |
$1,917
0.13% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX TXRH DPZ 4 stocks |
$1,856
0.13% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP CSX 2 stocks |
$1,740
0.12% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MDU MMM 3 stocks |
$1,683
0.12% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO VRTX TECH CUE 4 stocks |
$1,658
0.11% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
PII WGO 2 stocks |
$1,564
0.11% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ULTA TSCO AZO ORLY 4 stocks |
$1,392
0.1% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$1,377
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT KLAC ASML 3 stocks |
$1,239
0.09% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
FOXF 1 stocks |
$1,237
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP EOG 2 stocks |
$1,175
0.08% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CI UNH UNH 3 stocks |
$1,157
0.08% of portfolio
|
2
|
1
|
1
|
- |
1
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX VLO MPC 3 stocks |
$1,101
0.08% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG MMC BRO 3 stocks |
$1,066
0.07% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE AEP DUK PCG 4 stocks |
$1,054
0.07% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB FITB PNC LYG 4 stocks |
$1,015
0.07% of portfolio
|
3
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT CCI EQIX 3 stocks |
$960
0.07% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH GLW 2 stocks |
$955
0.07% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$909
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
JCI CARR TT 3 stocks |
$902
0.06% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$856
0.06% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW FAST 2 stocks |
$814
0.06% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS TAK 2 stocks |
$779
0.05% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
STX HPQ 2 stocks |
$744
0.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK CAH 2 stocks |
$661
0.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
BALL 1 stocks |
$608
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX UPS 2 stocks |
$554
0.04% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$548
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$464
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
BKR HAL 2 stocks |
$458
0.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
HLT 1 stocks |
$381
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$379
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$362
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Trucking | Industrials
ODFL 1 stocks |
$339
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
ROLL 1 stocks |
$298
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$286
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$262
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$245
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
USFD 1 stocks |
$235
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$203
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$105
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|