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

Page 13 of 19

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BROWN & BROWN, INC.

BRO|115236101

Shares:2.1K

Value:$266.5K

% of Portfolio:0.0% ($266.5K/$1.2B)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:754

Value:$265.8K

% of Portfolio:0.0% ($265.8K/$1.2B)

KROGER CO

KR|501044101

Shares:3.9K

Value:$264.7K

% of Portfolio:0.0% ($264.7K/$1.2B)

RESMED INC

RMD|761152107

Shares:1.2K

Value:$264.6K

% of Portfolio:0.0% ($264.6K/$1.2B)

922020805

Shares:5.3K

Value:$263.4K

% of Portfolio:0.0% ($263.4K/$1.2B)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:2.3K

Value:$261.9K

% of Portfolio:0.0% ($261.9K/$1.2B)

464287234

EEM|464287234

Shares:6.0K

Value:$261.9K

% of Portfolio:0.0% ($261.9K/$1.2B)

KRATOS DEFENSE & SECURITY SOLUTIONS, INC.

KTOS|50077B207

Shares:8.8K

Value:$261.4K

% of Portfolio:0.0% ($261.4K/$1.2B)

Duke Energy CORP

DUK|26441C204

Shares:2.1K

Value:$259.3K

% of Portfolio:0.0% ($259.3K/$1.2B)

KLA CORP

KLAC|482480100

Shares:373

Value:$253.6K

% of Portfolio:0.0% ($253.6K/$1.2B)

HESS CORP

HES|42809H107

Shares:1.5K

Value:$247.1K

% of Portfolio:0.0% ($247.1K/$1.2B)

Kenvue Inc.

KVUE|49177J102

Shares:10.1K

Value:$243.0K

% of Portfolio:0.0% ($243.0K/$1.2B)

IQVIA HOLDINGS INC.

IQV|46266C105

Shares:1.4K

Value:$241.9K

% of Portfolio:0.0% ($241.9K/$1.2B)

46641Q837

Shares:4.8K

Value:$241.8K

% of Portfolio:0.0% ($241.8K/$1.2B)

92189F676

Shares:1.1K

Value:$239.4K

% of Portfolio:0.0% ($239.4K/$1.2B)

CARDINAL HEALTH INC

CAH|14149Y108

Shares:1.7K

Value:$239.2K

% of Portfolio:0.0% ($239.2K/$1.2B)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

Shares:375

Value:$237.8K

% of Portfolio:0.0% ($237.8K/$1.2B)

BIO-TECHNE Corp

TECH|09073M104

Shares:4.0K

Value:$237.5K

% of Portfolio:0.0% ($237.5K/$1.2B)

464287465

EFA|464287465

Shares:2.9K

Value:$236.6K

% of Portfolio:0.0% ($236.6K/$1.2B)

78468R853

Shares:5.8K

Value:$236.5K

% of Portfolio:0.0% ($236.5K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BROWN & BROWN, INC.(BROcusip115236101)	2.1K	QoQ +2.39% (+50) YoY NEW(+2.1K)	All Managers (Combined)	$266.5K	0.0% ($266.5K/$1.2B)	QoQ +24.85% (+$53.0K) YoY NEW(+$266.5K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	754	QoQ -0.65% (-5) YoY NEW(+754)	All Managers (Combined)	$265.8K	0.0% ($265.8K/$1.2B)	QoQ +2.36% (-$6.1K) YoY NEW(+$265.8K)
KROGER CO(KRcusip501044101)	3.9K	QoQ +1.47% (+57) YoY NEW(+3.9K)	All Managers (Combined)	$264.7K	0.0% ($264.7K/$1.2B)	QoQ +12.33% (+$29.1K) YoY NEW(+$264.7K)
RESMED INC(RMDcusip761152107)	1.2K	QoQ +5.25% (+59) YoY NEW(+1.2K)	All Managers (Combined)	$264.6K	0.0% ($264.6K/$1.2B)	QoQ +3.02% (+$7.8K) YoY NEW(+$264.6K)
(cusip922020805)✕	5.3K	QoQ -11.51% (-687) YoY -40.23% (-3.6K)	All Managers (Combined)	$263.4K	0.0% ($263.4K/$1.2B)	QoQ -8.81% (-$25.5K) YoY -37.72% (-$159.6K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	2.3K	QoQ +7.79% (+169) YoY NEW(+2.3K)	All Managers (Combined)	$261.9K	0.0% ($261.9K/$1.2B)	QoQ +30.76% (+$61.6K) YoY NEW(+$261.9K)
(EEMcusip464287234)	6.0K	QoQ 0.00% (+0) YoY -65.27% (-11.3K)	All Managers (Combined)	$261.9K	0.0% ($261.9K/$1.2B)	QoQ +4.49% (+$11.3K) YoY -63.05% (-$446.9K)
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.(KTOScusip50077B207)	8.8K	QoQ NEW(+8.8K) YoY NEW(+8.8K)	All Managers (Combined)	$261.4K	0.0% ($261.4K/$1.2B)	QoQ NEW(+$261.4K) YoY NEW(+$261.4K)
Duke Energy CORP(DUKcusip26441C204)	2.1K	QoQ +8.24% (+162) YoY NEW(+2.1K)	All Managers (Combined)	$259.3K	0.0% ($259.3K/$1.2B)	QoQ +22.54% (+$47.7K) YoY NEW(+$259.3K)
KLA CORP(KLACcusip482480100)	373	QoQ +6.87% (+24) YoY -5.80% (-23)	All Managers (Combined)	$253.6K	0.0% ($253.6K/$1.2B)	QoQ +15.30% (+$33.7K) YoY -8.33% (-$23.1K)
HESS CORP(HEScusip42809H107)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$247.1K	0.0% ($247.1K/$1.2B)	QoQ NEW(+$247.1K) YoY NEW(+$247.1K)
Kenvue Inc.(KVUEcusip49177J102)	10.1K	QoQ +0.14% (+15) YoY NEW(+10.1K)	All Managers (Combined)	$243.0K	0.0% ($243.0K/$1.2B)	QoQ +12.48% (+$27.0K) YoY NEW(+$243.0K)
IQVIA HOLDINGS INC.(IQVcusip46266C105)	1.4K	QoQ -8.41% (-126) YoY -10.15% (-155)	All Managers (Combined)	$241.9K	0.0% ($241.9K/$1.2B)	QoQ -17.83% (-$52.5K) YoY -37.36% (-$144.3K)
(cusip46641Q837)✕	4.8K	QoQ +19.40% (+776) YoY +19.40% (+776)	All Managers (Combined)	$241.8K	0.0% ($241.8K/$1.2B)	QoQ +20.01% (+$40.3K) YoY +19.82% (+$40.0K)
(cusip92189F676)✕	1.1K	QoQ 0.00% (-0) YoY NEW(+1.1K)	All Managers (Combined)	$239.4K	0.0% ($239.4K/$1.2B)	QoQ -12.67% (-$34.8K) YoY NEW(+$239.4K)
CARDINAL HEALTH INC(CAHcusip14149Y108)	1.7K	QoQ 0.00% (+0) YoY NEW(+1.7K)	All Managers (Combined)	$239.2K	0.0% ($239.2K/$1.2B)	QoQ +16.48% (+$33.9K) YoY NEW(+$239.2K)
REGENERON PHARMACEUTICALS, INC.(REGNcusip75886F107)	375	QoQ +4.45% (-16) YoY +15.38% (-50)	All Managers (Combined)	$237.8K	0.0% ($237.8K/$1.2B)	QoQ -6.99% (-$17.9K) YoY -23.96% (-$75.0K)
BIO-TECHNE Corp(TECHcusip09073M104)	4.0K	QoQ +0.32% (-13) YoY NEW(+4.0K)	All Managers (Combined)	$237.5K	0.0% ($237.5K/$1.2B)	QoQ -18.34% (-$53.3K) YoY NEW(+$237.5K)
(EFAcusip464287465)	2.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$236.6K	0.0% ($236.6K/$1.2B)	QoQ +8.09% (+$17.7K) YoY +2.34% (+$5.4K)
(cusip78468R853)✕	5.8K	QoQ +3.51% (-197) YoY +8.28% (+444)	All Managers (Combined)	$236.5K	0.0% ($236.5K/$1.2B)	QoQ -6.07% (-$15.3K) YoY +2.54% (+$5.9K)