Angeles-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MMSI",
  "NCNO",
  "SE",
  "SPSC",
  "ARES",
  "HOOD",
  "KTOS",
  "MORN",
  "RBC",
  null,
  "PCG",
  "AVAV",
  "MU",
  null,
  "FNDF",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  "ALL",
  "GOOGL",
  null,
  null,
  "AXP",
  null,
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVDE",
  "AVGO",
  "LOW",
  null,
  null,
  "AVEM",
  "BRO",
  "BSX",
  null,
  "CCI",
  "CMI",
  "DUK",
  "PAGP",
  "PII",
  "ECG",
  "EOG",
  "STHO",
  null,
  "GILD",
  "AMCX",
  "HLT",
  "HON",
  "HD",
  "HPQ",
  null,
  "MCD",
  "INTU",
  null,
  "BEN",
  null,
  "UNP",
  "QCOM",
  null,
  "ISRG",
  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  "MUB",
  null,
  "META",
  null,
  "IVW",
  "IJH",
  null,
  null,
  "IQV",
  null,
  null,
  null,
  "KMI",
  null,
  "LRCX",
  "LIN",
  null,
  "MPC",
  "MMC",
  "PWR",
  "MA",
  "RAMP",
  "PODD",
  "MDT",
  "MSFT",
  "MS",
  "TMUS",
  "NEOG",
  "EQIX",
  "EVR",
  "GE",
  null,
  null,
  "GWRE",
  "HES",
  "NVS",
  null,
  "ODFL",
  "ORLY",
  "BX",
  "FAST",
  "IJR",
  "EFG",
  "KLAC",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  null,
  "DASH",
  null,
  "EEM",
  "IWF",
  null,
  null,
  "PANW",
  "PEP",
  "PNC",
  "PGR",
  "IEMG",
  "GSBD",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  null,
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  "KVUE",
  "MSTR",
  "REGN",
  "FNDX",
  "IEFA",
  "SPGI",
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHEL",
  "RTX",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  null,
  "SPYG",
  null,
  "AMT",
  "RSG",
  "IBM",
  null,
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TXRH",
  "TMO",
  "TJX",
  "UBER",
  "UPS",
  "VNQ",
  "VO",
  "VXF",
  "SCHW",
  "MNST",
  "MDU",
  "SAFE",
  null,
  "VWO",
  null,
  null,
  null,
  "VIG",
  "TOST",
  "TSCO",
  "LGIH",
  "IWO",
  "GMED",
  "IWN",
  null,
  "TSM",
  null,
  "RMD",
  null,
  null,
  null,
  "VYM",
  "VRTX",
  "MEDP",
  "QLYS",
  "HAL",
  null,
  "APH",
  "AMD",
  "FI",
  "F",
  "AJG",
  "WM",
  "FTNT",
  "IWR",
  "WCN",
  "CAH",
  "AEP",
  "BKR",
  "CGNT",
  "FOXF",
  "KNF",
  "IDXX",
  null,
  "FDS",
  "NVO",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  null,
  "HCA",
  null,
  null,
  "VEU",
  null,
  "VGT",
  null,
  "VUG",
  "VLO",
  "VGK",
  "VYMI",
  "MGK",
  "VXUS",
  "VBK",
  "MGV",
  "VBR",
  "VOT",
  "VT",
  "VB",
  "VOO",
  null,
  "VTV",
  "VEEV",
  "V",
  "WMT",
  "WFC",
  "WELL",
  "WIT",
  "WHR",
  null,
  "XYL",
  "IUSG",
  null,
  null,
  null,
  null,
  "SCHD",
  "DVY",
  "SCHG",
  null,
  "MSCI",
  "NOK",
  "JCI",
  null,
  "PSX",
  "CRM",
  "RVTY",
  null,
  null,
  null,
  "MANH",
  null,
  "IXUS",
  "IUSV",
  "GEV",
  "MCK",
  null,
  "SPYV",
  "GWW",
  "PAYC",
  "FDX",
  "ADP",
  "AZO",
  "BALL",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "TECH",
  "BA",
  "BMY",
  "CARR",
  "CRI",
  "CVX",
  "CB",
  "CTAS",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "CVLT",
  "COST",
  "CPNG",
  "CRWD",
  "CYBR",
  "DHR",
  "DJCO",
  "DE",
  "DXCM",
  null,
  null,
  "DFAC",
  "DPZ",
  "EWJ",
  null,
  "EFA",
  "ADI",
  "MCO",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 367
Total Value: 1203597974
Accession Number: 0001398344-25-008850
Form Type: 13F-HR
CIK: angeles-wealth-management
Manager Name: Angeles-Wealth-Management

Data Enrichment

79% identified

289 identified78 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

367 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:7.5K

Value:$339.6K

% of Portfolio:0.0% ($339.6K/$1.2B)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:1.9K

Value:$337.7K

% of Portfolio:0.0% ($337.7K/$1.2B)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:615

Value:$335.9K

% of Portfolio:0.0% ($335.9K/$1.2B)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:1.4K

Value:$335.3K

% of Portfolio:0.0% ($335.3K/$1.2B)

QUALYS, INC.

QLYS|74758T303

Shares:2.6K

Value:$332.7K

% of Portfolio:0.0% ($332.7K/$1.2B)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:648

Value:$331.8K

% of Portfolio:0.0% ($331.8K/$1.2B)

AUTOZONE INC

AZO|053332102

Shares:87

Value:$331.7K

% of Portfolio:0.0% ($331.7K/$1.2B)

97717X594

Shares:7.6K

Value:$330.8K

% of Portfolio:0.0% ($330.8K/$1.2B)

CATERPILLAR INC

CAT|149123101

Shares:996

Value:$328.5K

% of Portfolio:0.0% ($328.5K/$1.2B)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:1.5K

Value:$327.5K

% of Portfolio:0.0% ($327.5K/$1.2B)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:2.5K

Value:$325.3K

% of Portfolio:0.0% ($325.3K/$1.2B)

WHIRLPOOL CORP /DE/

WHR|963320106

Shares:3.6K

Value:$322.3K

% of Portfolio:0.0% ($322.3K/$1.2B)

46432F388

Shares:3.0K

Value:$319.9K

% of Portfolio:0.0% ($319.9K/$1.2B)

DEERE & CO

DE|244199105

Shares:681

Value:$319.6K

% of Portfolio:0.0% ($319.6K/$1.2B)

Hilton Worldwide Holdings Inc.

HLT|43300A203

Shares:1.4K

Value:$319.3K

% of Portfolio:0.0% ($319.3K/$1.2B)

STARBUCKS CORP

SBUX|855244109

Shares:3.3K

Value:$318.9K

% of Portfolio:0.0% ($318.9K/$1.2B)

AMGEN INC

AMGN|031162100

Shares:1.0K

Value:$316.8K

% of Portfolio:0.0% ($316.8K/$1.2B)

FEDEX CORP

FDX|31428X106

Shares:1.3K

Value:$315.9K

% of Portfolio:0.0% ($315.9K/$1.2B)

Marathon Petroleum Corp

MPC|56585A102

Shares:2.2K

Value:$315.1K

% of Portfolio:0.0% ($315.1K/$1.2B)

SPS COMMERCE INC

SPSC|78463M107

Shares:2.4K

Value:$315.1K

% of Portfolio:0.0% ($315.1K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	7.5K	QoQ -3.98% (-311) YoY +4.17% (+300)	All Managers (Combined)	$339.6K	0.0% ($339.6K/$1.2B)	QoQ +8.90% (-$27.8K) YoY +12.61% (+$38.0K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	1.9K	QoQ +21.77% (+336) YoY +30.57% (+440)	All Managers (Combined)	$337.7K	0.0% ($337.7K/$1.2B)	QoQ +16.70% (+$48.3K) YoY +34.69% (+$87.0K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	615	QoQ -7.51% (-50) YoY NEW(+615)	All Managers (Combined)	$335.9K	0.0% ($335.9K/$1.2B)	QoQ -11.77% (-$44.8K) YoY NEW(+$335.9K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	1.4K	QoQ -11.57% (-177) YoY +59.81% (+506)	All Managers (Combined)	$335.3K	0.0% ($335.3K/$1.2B)	QoQ -13.51% (-$52.4K) YoY +47.70% (+$108.3K)
QUALYS, INC.(QLYScusip74758T303)	2.6K	QoQ +0.15% (-4) YoY NEW(+2.6K)	All Managers (Combined)	$332.7K	0.0% ($332.7K/$1.2B)	QoQ -10.05% (-$37.2K) YoY NEW(+$332.7K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	648	QoQ +15.09% (+85) YoY +26.81% (+137)	All Managers (Combined)	$331.8K	0.0% ($331.8K/$1.2B)	QoQ +25.57% (+$67.6K) YoY +35.64% (+$87.2K)
AUTOZONE INC(AZOcusip053332102)	87	QoQ +7.40% (+6) YoY NEW(+87)	All Managers (Combined)	$331.7K	0.0% ($331.7K/$1.2B)	QoQ +27.89% (+$72.3K) YoY NEW(+$331.7K)
(cusip97717X594)✕	7.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$330.8K	0.0% ($330.8K/$1.2B)	QoQ -0.16% (-$533) YoY -5.52% (-$19.4K)
CATERPILLAR INC(CATcusip149123101)	996	QoQ +7.44% (-69) YoY +18.99% (+159)	All Managers (Combined)	$328.5K	0.0% ($328.5K/$1.2B)	QoQ -2.31% (-$7.8K) YoY +7.10% (+$21.8K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	1.5K	QoQ -21.32% (-408) YoY NEW(+1.5K)	All Managers (Combined)	$327.5K	0.0% ($327.5K/$1.2B)	QoQ -6.66% (-$23.4K) YoY NEW(+$327.5K)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	2.5K	QoQ -3.63% (-93) YoY +71.04% (+1.0K)	All Managers (Combined)	$325.3K	0.0% ($325.3K/$1.2B)	QoQ +3.81% (-$11.9K) YoY +32.34% (+$79.5K)
WHIRLPOOL CORP /DE/(WHRcusip963320106)	3.6K	QoQ -1.21% (-44) YoY NEW(+3.6K)	All Managers (Combined)	$322.3K	0.0% ($322.3K/$1.2B)	QoQ -22.22% (-$92.1K) YoY NEW(+$322.3K)
(cusip46432F388)✕	3.0K	QoQ 0.00% (+0) YoY -1.57% (-48)	All Managers (Combined)	$319.9K	0.0% ($319.9K/$1.2B)	QoQ +0.98% (+$3.1K) YoY -3.08% (-$10.2K)
DEERE & CO(DEcusip244199105)	681	QoQ +2.71% (+18) YoY +14.83% (+88)	All Managers (Combined)	$319.6K	0.0% ($319.6K/$1.2B)	QoQ +13.78% (+$38.7K) YoY +31.22% (+$76.1K)
Hilton Worldwide Holdings Inc.(HLTcusip43300A203)	1.4K	QoQ -1.33% (-19) YoY +5.17% (+69)	All Managers (Combined)	$319.3K	0.0% ($319.3K/$1.2B)	QoQ -9.16% (-$32.2K) YoY +12.19% (+$34.7K)
STARBUCKS CORP(SBUXcusip855244109)	3.3K	QoQ +0.46% (+15) YoY -11.39% (-418)	All Managers (Combined)	$318.9K	0.0% ($318.9K/$1.2B)	QoQ +7.99% (+$23.6K) YoY -4.89% (-$16.4K)
AMGEN INC(AMGNcusip031162100)	1.0K	QoQ +14.91% (+132) YoY +37.99% (+280)	All Managers (Combined)	$316.8K	0.0% ($316.8K/$1.2B)	QoQ +37.36% (+$86.2K) YoY +51.20% (+$107.3K)
FEDEX CORP(FDXcusip31428X106)	1.3K	QoQ +1.72% (-22) YoY NEW(+1.3K)	All Managers (Combined)	$315.9K	0.0% ($315.9K/$1.2B)	QoQ -11.85% (-$42.5K) YoY NEW(+$315.9K)
Marathon Petroleum Corp(MPCcusip56585A102)	2.2K	QoQ +2.65% (+56) YoY -22.27% (-620)	All Managers (Combined)	$315.1K	0.0% ($315.1K/$1.2B)	QoQ +7.21% (+$21.2K) YoY -43.80% (-$245.6K)
SPS COMMERCE INC(SPSCcusip78463M107)	2.4K	QoQ 0.00% (-0) YoY NEW(+2.4K)	All Managers (Combined)	$315.1K	0.0% ($315.1K/$1.2B)	QoQ -27.86% (-$121.7K) YoY NEW(+$315.1K)