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 18 of 19

Sort by:

25434V781

Shares:1.4K

Value:$40.5K

% of Portfolio:0.0% ($40.5K/$1.2B)

78468R788

Shares:830

Value:$36.7K

% of Portfolio:0.0% ($36.7K/$1.2B)

46435G474

Shares:1.1K

Value:$30.4K

% of Portfolio:0.0% ($30.4K/$1.2B)

81369Y704

Shares:204

Value:$26.7K

% of Portfolio:0.0% ($26.7K/$1.2B)

464287622

IWB|464287622

Shares:84

Value:$25.8K

% of Portfolio:0.0% ($25.8K/$1.2B)

464287812

Shares:342

Value:$24.5K

% of Portfolio:0.0% ($24.5K/$1.2B)

594972887

Shares:290

Value:$24.4K

% of Portfolio:0.0% ($24.4K/$1.2B)

78468R739

Shares:490

Value:$23.3K

% of Portfolio:0.0% ($23.3K/$1.2B)

46641Q332

Shares:400

Value:$22.9K

% of Portfolio:0.0% ($22.9K/$1.2B)

78464A649

Shares:888

Value:$22.7K

% of Portfolio:0.0% ($22.7K/$1.2B)

922908652

VXF|922908652

Shares:127

Value:$21.9K

% of Portfolio:0.0% ($21.9K/$1.2B)

37954Y475

Shares:500

Value:$19.7K

% of Portfolio:0.0% ($19.7K/$1.2B)

025072604

AVEM|025072604

Shares:305

Value:$18.4K

% of Portfolio:0.0% ($18.4K/$1.2B)

464287671

IUSG|464287671

Shares:141

Value:$17.9K

% of Portfolio:0.0% ($17.9K/$1.2B)

92189F643

Shares:194

Value:$17.0K

% of Portfolio:0.0% ($17.0K/$1.2B)

81369Y860

Shares:397

Value:$16.6K

% of Portfolio:0.0% ($16.6K/$1.2B)

808524201

SCHX|808524201

Shares:627

Value:$13.8K

% of Portfolio:0.0% ($13.8K/$1.2B)

464287101

Shares:43

Value:$11.6K

% of Portfolio:0.0% ($11.6K/$1.2B)

92204A801

Shares:48

Value:$9.1K

% of Portfolio:0.0% ($9.1K/$1.2B)

92189F700

Shares:100

Value:$6.8K

% of Portfolio:0.0% ($6.8K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V781)✕	1.4K	QoQ 0.00% (+0) YoY -81.41% (-6.1K)	All Managers (Combined)	$40.5K	0.0% ($40.5K/$1.2B)	QoQ +9.59% (+$3.5K) YoY -80.09% (-$163.0K)
(cusip78468R788)✕	830	QoQ 0.00% (+0) YoY -2.46% (-21)	All Managers (Combined)	$36.7K	0.0% ($36.7K/$1.2B)	QoQ +2.36% (+$847) YoY +6.03% (-$2.1K)
(cusip46435G474)✕	1.1K	QoQ 0.00% (+0) YoY +9.02% (+94)	All Managers (Combined)	$30.4K	0.0% ($30.4K/$1.2B)	QoQ +0.30% (+$91) YoY +8.74% (+$2.4K)
(cusip81369Y704)✕	204	QoQ 0.00% (-0) YoY -48.48% (-192)	All Managers (Combined)	$26.7K	0.0% ($26.7K/$1.2B)	QoQ -0.52% (-$141) YoY -46.39% (-$23.1K)
(IWBcusip464287622)	84	QoQ 0.00% (-0) YoY -71.03% (-206)	All Managers (Combined)	$25.8K	0.0% ($25.8K/$1.2B)	QoQ -4.78% (-$1.3K) YoY -69.15% (-$57.8K)
(cusip464287812)✕	342	QoQ 0.00% (+0) YoY -39.03% (-219)	All Managers (Combined)	$24.5K	0.0% ($24.5K/$1.2B)	QoQ +9.11% (+$2.0K) YoY -35.48% (-$13.5K)
(cusip594972887)✕	290	QoQ NEW(+290) YoY NEW(+290)	All Managers (Combined)	$24.4K	0.0% ($24.4K/$1.2B)	QoQ NEW(+$24.4K) YoY NEW(+$24.4K)
(cusip78468R739)✕	490	QoQ 0.00% (+0) YoY +6.75% (+31)	All Managers (Combined)	$23.3K	0.0% ($23.3K/$1.2B)	QoQ +0.44% (+$103) YoY +7.11% (+$1.5K)
(cusip46641Q332)✕	400	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$22.9K	0.0% ($22.9K/$1.2B)	QoQ -0.67% (-$156) YoY -1.24% (-$288)
(cusip78464A649)✕	888	QoQ NEW(+888) YoY NEW(+888)	All Managers (Combined)	$22.7K	0.0% ($22.7K/$1.2B)	QoQ NEW(+$22.7K) YoY NEW(+$22.7K)
(VXFcusip922908652)	127	QoQ 0.00% (-0) YoY NEW(+127)	All Managers (Combined)	$21.9K	0.0% ($21.9K/$1.2B)	QoQ -9.32% (-$2.3K) YoY NEW(+$21.9K)
(cusip37954Y475)✕	500	QoQ 0.00% (-0) YoY NEW(+500)	All Managers (Combined)	$19.7K	0.0% ($19.7K/$1.2B)	QoQ -5.75% (-$1.2K) YoY NEW(+$19.7K)
(AVEMcusip025072604)	305	QoQ -91.63% (-3.3K) YoY +32.03% (+74)	All Managers (Combined)	$18.4K	0.0% ($18.4K/$1.2B)	QoQ -91.44% (-$196.1K) YoY +37.06% (+$5.0K)
(IUSGcusip464287671)	141	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$17.9K	0.0% ($17.9K/$1.2B)	QoQ -8.80% (-$1.7K) YoY +8.41% (+$1.4K)
(cusip92189F643)✕	194	QoQ 0.00% (-0) YoY NEW(+194)	All Managers (Combined)	$17.0K	0.0% ($17.0K/$1.2B)	QoQ -5.09% (-$914) YoY NEW(+$17.0K)
(cusip81369Y860)✕	397	QoQ +32.77% (+98) YoY -26.88% (-146)	All Managers (Combined)	$16.6K	0.0% ($16.6K/$1.2B)	QoQ +36.62% (+$4.5K) YoY -22.59% (-$4.9K)
(SCHXcusip808524201)	627	QoQ NEW(+627) YoY NEW(+627)	All Managers (Combined)	$13.8K	0.0% ($13.8K/$1.2B)	QoQ NEW(+$13.8K) YoY NEW(+$13.8K)
(cusip464287101)✕	43	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$11.6K	0.0% ($11.6K/$1.2B)	QoQ -6.23% (-$775) YoY +9.46% (+$1.0K)
(cusip92204A801)✕	48	QoQ 0.00% (+0) YoY -40.74% (-33)	All Managers (Combined)	$9.1K	0.0% ($9.1K/$1.2B)	QoQ +0.52% (+$47) YoY -45.26% (-$7.5K)
(cusip92189F700)✕	100	QoQ 0.00% (+0) YoY NEW(+100)	All Managers (Combined)	$6.8K	0.0% ($6.8K/$1.2B)	QoQ +5.22% (+$337) YoY NEW(+$6.8K)