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 17 of 19

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025072802

Shares:932

Value:$65.0K

% of Portfolio:0.0% ($65.0K/$1.2B)

46432F842

IEFA|46432F842

Shares:838

Value:$63.4K

% of Portfolio:0.0% ($63.4K/$1.2B)

WIPRO LTD

WIT|97651M109

Shares:20.3K

Value:$62.2K

% of Portfolio:0.0% ($62.2K/$1.2B)

81369Y407

Shares:300

Value:$59.2K

% of Portfolio:0.0% ($59.2K/$1.2B)

37954Y657

Shares:3.1K

Value:$58.1K

% of Portfolio:0.0% ($58.1K/$1.2B)

25434V609

Shares:1.1K

Value:$57.8K

% of Portfolio:0.0% ($57.8K/$1.2B)

464287150

ITOT|464287150

Shares:474

Value:$57.8K

% of Portfolio:0.0% ($57.8K/$1.2B)

922908538

VOT|922908538

Shares:225

Value:$55.0K

% of Portfolio:0.0% ($55.0K/$1.2B)

78464A805

Shares:763

Value:$51.9K

% of Portfolio:0.0% ($51.9K/$1.2B)

81369Y803

XLK|81369Y803

Shares:246

Value:$50.8K

% of Portfolio:0.0% ($50.8K/$1.2B)

025072877

Shares:569

Value:$49.6K

% of Portfolio:0.0% ($49.6K/$1.2B)

81369Y886

Shares:600

Value:$47.3K

% of Portfolio:0.0% ($47.3K/$1.2B)

25434V732

Shares:1.8K

Value:$46.8K

% of Portfolio:0.0% ($46.8K/$1.2B)

921910840

MGV|921910840

Shares:355

Value:$45.7K

% of Portfolio:0.0% ($45.7K/$1.2B)

81369Y209

Shares:300

Value:$43.8K

% of Portfolio:0.0% ($43.8K/$1.2B)

37954Y673

Shares:1.1K

Value:$43.0K

% of Portfolio:0.0% ($43.0K/$1.2B)

922908629

VO|922908629

Shares:163

Value:$42.2K

% of Portfolio:0.0% ($42.2K/$1.2B)

92204A108

Shares:126

Value:$41.0K

% of Portfolio:0.0% ($41.0K/$1.2B)

81369Y308

Shares:500

Value:$40.8K

% of Portfolio:0.0% ($40.8K/$1.2B)

92204A884

Shares:275

Value:$40.8K

% of Portfolio:0.0% ($40.8K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip025072802)✕	932	QoQ -45.04% (-764) YoY +140.20% (+544)	All Managers (Combined)	$65.0K	0.0% ($65.0K/$1.2B)	QoQ -41.11% (-$45.4K) YoY +154.35% (+$39.4K)
(IEFAcusip46432F842)	838	QoQ +32.38% (+205) YoY -29.40% (-349)	All Managers (Combined)	$63.4K	0.0% ($63.4K/$1.2B)	QoQ +42.50% (+$18.9K) YoY -28.04% (-$24.7K)
WIPRO LTD(WITcusip97651M109)	20.3K	QoQ -6.71% (-1.5K) YoY +66.24% (-8.1K)	All Managers (Combined)	$62.2K	0.0% ($62.2K/$1.2B)	QoQ -19.36% (-$14.9K) YoY -11.52% (-$8.1K)
(cusip81369Y407)✕	300	QoQ 0.00% (-0) YoY +1400.00% (+280)	All Managers (Combined)	$59.2K	0.0% ($59.2K/$1.2B)	QoQ -11.98% (-$8.1K) YoY +1510.60% (+$55.6K)
(cusip37954Y657)✕	3.1K	QoQ 0.00% (-0) YoY NEW(+3.1K)	All Managers (Combined)	$58.1K	0.0% ($58.1K/$1.2B)	QoQ -2.41% (-$1.4K) YoY NEW(+$58.1K)
(cusip25434V609)✕	1.1K	QoQ -58.90% (-1.6K) YoY -64.43% (-2.0K)	All Managers (Combined)	$57.8K	0.0% ($57.8K/$1.2B)	QoQ -61.98% (-$94.3K) YoY -66.35% (-$114.1K)
(ITOTcusip464287150)	474	QoQ 0.00% (-0) YoY +11.00% (+47)	All Managers (Combined)	$57.8K	0.0% ($57.8K/$1.2B)	QoQ -5.13% (-$3.1K) YoY +17.46% (+$8.6K)
(VOTcusip922908538)	225	QoQ 0.00% (-0) YoY +212.50% (+153)	All Managers (Combined)	$55.0K	0.0% ($55.0K/$1.2B)	QoQ -3.59% (-$2.0K) YoY +224.22% (+$38.1K)
(cusip78464A805)✕	763	QoQ NEW(+763) YoY NEW(+763)	All Managers (Combined)	$51.9K	0.0% ($51.9K/$1.2B)	QoQ NEW(+$51.9K) YoY NEW(+$51.9K)
(XLKcusip81369Y803)	246	QoQ 0.00% (-0) YoY -15.75% (-46)	All Managers (Combined)	$50.8K	0.0% ($50.8K/$1.2B)	QoQ -11.19% (-$6.4K) YoY -16.47% (-$10.0K)
(cusip025072877)✕	569	QoQ -59.78% (-846) YoY -73.32% (-1.6K)	All Managers (Combined)	$49.6K	0.0% ($49.6K/$1.2B)	QoQ -63.68% (-$87.0K) YoY -75.18% (-$150.3K)
(cusip81369Y886)✕	600	QoQ -61.29% (-950) YoY NEW(+600)	All Managers (Combined)	$47.3K	0.0% ($47.3K/$1.2B)	QoQ -59.67% (-$70.0K) YoY NEW(+$47.3K)
(cusip25434V732)✕	1.8K	QoQ -80.91% (-7.5K) YoY -93.09% (-23.8K)	All Managers (Combined)	$46.8K	0.0% ($46.8K/$1.2B)	QoQ -80.72% (-$195.9K) YoY -92.83% (-$606.1K)
(MGVcusip921910840)	355	QoQ 0.00% (+0) YoY NEW(+355)	All Managers (Combined)	$45.7K	0.0% ($45.7K/$1.2B)	QoQ +3.14% (+$1.4K) YoY NEW(+$45.7K)
(cusip81369Y209)✕	300	QoQ 0.00% (+0) YoY +1150.00% (+276)	All Managers (Combined)	$43.8K	0.0% ($43.8K/$1.2B)	QoQ +6.13% (+$2.5K) YoY +1135.27% (+$40.3K)
(cusip37954Y673)✕	1.1K	QoQ 0.00% (-0) YoY NEW(+1.1K)	All Managers (Combined)	$43.0K	0.0% ($43.0K/$1.2B)	QoQ -6.63% (-$3.1K) YoY NEW(+$43.0K)
(VOcusip922908629)	163	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$42.2K	0.0% ($42.2K/$1.2B)	QoQ -2.08% (-$898) YoY +3.50% (+$1.4K)
(cusip92204A108)✕	126	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$41.0K	0.0% ($41.0K/$1.2B)	QoQ -13.28% (-$6.3K) YoY +2.44% (+$980)
(cusip81369Y308)✕	500	QoQ 0.00% (+0) YoY +1751.85% (+473)	All Managers (Combined)	$40.8K	0.0% ($40.8K/$1.2B)	QoQ +3.89% (+$1.5K) YoY +1880.35% (+$38.8K)
(cusip92204A884)✕	275	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$40.8K	0.0% ($40.8K/$1.2B)	QoQ -4.24% (-$1.8K) YoY +13.08% (+$4.7K)