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 17 of 19
025072802
Shares:932
Value:$65.0K
81369Y407
Shares:300
Value:$59.2K
37954Y657
Shares:3.1K
Value:$58.1K
25434V609
Shares:1.1K
Value:$57.8K
78464A805
Shares:763
Value:$51.9K
025072877
Shares:569
Value:$49.6K
81369Y886
Shares:600
Value:$47.3K
25434V732
Shares:1.8K
Value:$46.8K
81369Y209
Shares:300
Value:$43.8K
37954Y673
Shares:1.1K
Value:$43.0K
92204A108
Shares:126
Value:$41.0K
81369Y308
Shares:500
Value:$40.8K
92204A884
Shares:275
Value:$40.8K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip025072802)✕ | 932 | All Managers (Combined) | $65.0K | ||
838 | All Managers (Combined) | $63.4K | |||
20.3K | All Managers (Combined) | $62.2K | |||
(cusip81369Y407)✕ | 300 | QoQ 0.00% (-0) | All Managers (Combined) | $59.2K | |
(cusip37954Y657)✕ | 3.1K | QoQ 0.00% (-0)YoY NEW(+3.1K) | All Managers (Combined) | $58.1K | YoY NEW(+$58.1K) |
(cusip25434V609)✕ | 1.1K | All Managers (Combined) | $57.8K | ||
474 | QoQ 0.00% (-0)YoY +11.00% (+47) | All Managers (Combined) | $57.8K | ||
225 | QoQ 0.00% (-0) | All Managers (Combined) | $55.0K | ||
(cusip78464A805)✕ | 763 | QoQ NEW(+763) YoY NEW(+763) | All Managers (Combined) | $51.9K | QoQ NEW(+$51.9K) YoY NEW(+$51.9K) |
246 | QoQ 0.00% (-0)YoY -15.75% (-46) | All Managers (Combined) | $50.8K | ||
(cusip025072877)✕ | 569 | All Managers (Combined) | $49.6K | ||
(cusip81369Y886)✕ | 600 | YoY NEW(+600) | All Managers (Combined) | $47.3K | YoY NEW(+$47.3K) |
(cusip25434V732)✕ | 1.8K | All Managers (Combined) | $46.8K | ||
355 | QoQ 0.00% (+0)YoY NEW(+355) | All Managers (Combined) | $45.7K | YoY NEW(+$45.7K) | |
(cusip81369Y209)✕ | 300 | QoQ 0.00% (+0) | All Managers (Combined) | $43.8K | |
(cusip37954Y673)✕ | 1.1K | QoQ 0.00% (-0)YoY NEW(+1.1K) | All Managers (Combined) | $43.0K | YoY NEW(+$43.0K) |
163 | All Managers (Combined) | $42.2K | |||
(cusip92204A108)✕ | 126 | All Managers (Combined) | $41.0K | ||
(cusip81369Y308)✕ | 500 | QoQ 0.00% (+0) | All Managers (Combined) | $40.8K | |
(cusip92204A884)✕ | 275 | All Managers (Combined) | $40.8K |