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 14 of 19
25434V765
Shares:8.6K
Value:$230.6K
464288877
Shares:3.9K
Value:$227.4K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
NOVARTIS AG(NVScusip66987V109) | 2.1K | All Managers (Combined) | $236.1K | ||
(cusip25434V765)✕ | 8.6K | All Managers (Combined) | $230.6K | ||
HALLIBURTON CO(HALcusip406216101) | 9.1K | All Managers (Combined) | $230.5K | ||
1.4K | QoQ +1.11% (-15)YoY NEW(+1.4K) | All Managers (Combined) | $227.4K | YoY NEW(+$227.4K) | |
(cusip464288877)✕ | 3.9K | All Managers (Combined) | $227.4K | ||
EQUINIX INC(EQIXcusip29444U700) | 278 | QoQ -7.02% (-21)YoY NEW(+278) | All Managers (Combined) | $226.7K | YoY NEW(+$226.7K) |
1.3K | YoY NEW(+1.3K) | All Managers (Combined) | $223.2K | YoY NEW(+$223.2K) | |
DEXCOM INC(DXCMcusip252131107) | 3.3K | QoQ +3.52% (-111)YoY NEW(+3.3K) | All Managers (Combined) | $222.4K | YoY NEW(+$222.4K) |
2.6K | QoQ +0.15% (+4)YoY NEW(+2.6K) | All Managers (Combined) | $220.9K | YoY NEW(+$220.9K) | |
ASML HOLDING NV(ASMLcusipN07059210) | 333 | QoQ -4.31% (-15)YoY -5.93% (-21) | All Managers (Combined) | $220.7K | |
2.1K | QoQ NEW(+2.1K) YoY NEW(+2.1K) | All Managers (Combined) | $218.4K | QoQ NEW(+$218.4K) YoY NEW(+$218.4K) | |
FASTENAL CO(FASTcusip311900104) | 2.8K | QoQ NEW(+2.8K) YoY NEW(+2.8K) | All Managers (Combined) | $218.1K | QoQ NEW(+$218.1K) YoY NEW(+$218.1K) |
3.7K | QoQ NEW(+3.7K) YoY NEW(+3.7K) | All Managers (Combined) | $216.8K | QoQ NEW(+$216.8K) YoY NEW(+$216.8K) | |
GE Vernova Inc.(GEVcusip36828A101) | 710 | QoQ -1.38% (-10)YoY NEW(+710) | All Managers (Combined) | $216.7K | YoY NEW(+$216.7K) |
12.6K | YoY NEW(+12.6K) | All Managers (Combined) | $216.7K | YoY NEW(+$216.7K) | |
1.1K | QoQ 0.00% (-0) | All Managers (Combined) | $210.3K | ||
1.2K | YoY NEW(+1.2K) | All Managers (Combined) | $207.5K | YoY NEW(+$207.5K) | |
10.6K | QoQ +1.40% (-147)YoY -2.40% (-262) | All Managers (Combined) | $204.6K | ||
WELLTOWER INC.(WELLcusip95040Q104) | 1.3K | QoQ NEW(+1.3K) YoY NEW(+1.3K) | All Managers (Combined) | $204.1K | QoQ NEW(+$204.1K) YoY NEW(+$204.1K) |
nCino, Inc.(NCNOcusip63947X101) | 7.4K | YoY NEW(+7.4K) | All Managers (Combined) | $203.3K | YoY NEW(+$203.3K) |