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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Angeles-Wealth-Management
Data Enrichment
79% identified289 identified78 unidentified
Holdings
367 positions
Manager:
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Page 12 of 19
78468R770
Shares:2.6K
Value:$285.8K
464287176
Shares:2.5K
Value:$272.4K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.3K | QoQ 0.00% (-0)YoY -6.48% (-90) | All Managers (Combined) | $287.8K | ||
1.3K | QoQ +0.15% (+2)YoY NEW(+1.3K) | All Managers (Combined) | $287.5K | YoY NEW(+$287.5K) | |
S&P Global Inc.(SPGIcusip78409V104) | 565 | QoQ +2.35% (+13)YoY NEW(+565) | All Managers (Combined) | $287.1K | YoY NEW(+$287.1K) |
ALLSTATE CORP(ALLcusip020002101) | 1.4K | QoQ -1.28% (-18)YoY NEW(+1.4K) | All Managers (Combined) | $286.8K | YoY NEW(+$286.8K) |
(cusip78468R770)✕ | 2.6K | All Managers (Combined) | $285.8K | ||
Toast, Inc.(TOSTcusip888787108) | 8.6K | QoQ NEW(+8.6K) YoY NEW(+8.6K) | All Managers (Combined) | $284.9K | QoQ NEW(+$284.9K) YoY NEW(+$284.9K) |
931 | QoQ +0.10% (-1)YoY NEW(+931) | All Managers (Combined) | $283.7K | YoY NEW(+$283.7K) | |
PFIZER INC(PFEcusip717081103) | 11.2K | All Managers (Combined) | $283.3K | ||
10.2K | QoQ -0.75% (-78)YoY NEW(+10.2K) | All Managers (Combined) | $282.2K | YoY NEW(+$282.2K) | |
926 | QoQ +0.10% (-1)YoY NEW(+926) | All Managers (Combined) | $277.7K | YoY NEW(+$277.7K) | |
ONEOK INC /NEW/(OKEcusip682680103) | 2.8K | QoQ -0.17% (-5)YoY NEW(+2.8K) | All Managers (Combined) | $276.3K | YoY NEW(+$276.3K) |
488 | QoQ -0.81% (-4)YoY NEW(+488) | All Managers (Combined) | $276.0K | YoY NEW(+$276.0K) | |
601 | QoQ -0.16% (-1)YoY NEW(+601) | All Managers (Combined) | $273.2K | YoY NEW(+$273.2K) | |
(cusip464287176)✕ | 2.5K | All Managers (Combined) | $272.4K | ||
2.6K | All Managers (Combined) | $272.2K | |||
2.5K | QoQ +1.96% (+48)YoY NEW(+2.5K) | All Managers (Combined) | $271.5K | YoY NEW(+$271.5K) | |
Zoetis Inc.(ZTScusip98978V103) | 1.6K | YoY -3.34% (-57) | All Managers (Combined) | $270.8K | |
938 | QoQ NEW(+938) YoY NEW(+938) | All Managers (Combined) | $270.4K | QoQ NEW(+$270.4K) YoY NEW(+$270.4K) | |
3.3K | QoQ +0.81% (+27)YoY NEW(+3.3K) | All Managers (Combined) | $267.8K | YoY NEW(+$267.8K) | |
3.6K | YoY NEW(+3.6K) | All Managers (Combined) | $267.2K | YoY NEW(+$267.2K) |