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 2 of 19
46138G508
Shares:316.3K
Value:$6.5M
464288687
Shares:204.7K
Value:$6.3M
464287457
Shares:66.3K
Value:$5.5M
464288653
Shares:48.3K
Value:$5.0M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
9.8K | All Managers (Combined) | $9.3M | |||
19.8K | QoQ +0.84% (-167)YoY +0.36% (+72) | All Managers (Combined) | $7.4M | ||
13.4K | All Managers (Combined) | $7.2M | |||
(cusip46138G508)✕ | 316.3K | All Managers (Combined) | $6.5M | ||
(cusip464288687)✕ | 204.7K | All Managers (Combined) | $6.3M | ||
Alphabet Inc.(GOOGcusip02079K107) | 39.9K | All Managers (Combined) | $6.2M | ||
16.1K | All Managers (Combined) | $5.7M | |||
(cusip464287457)✕ | 66.3K | All Managers (Combined) | $5.5M | ||
9.5K | All Managers (Combined) | $5.5M | |||
(cusip464288653)✕ | 48.3K | YoY NEW(+48.3K) | All Managers (Combined) | $5.0M | YoY NEW(+$5.0M) |
37.5K | QoQ -1.32% (-502)YoY NEW(+37.5K) | All Managers (Combined) | $5.0M | YoY NEW(+$5.0M) | |
Alphabet Inc.(GOOGLcusip02079K305) | 32.0K | All Managers (Combined) | $4.9M | ||
HOME DEPOT, INC.(HDcusip437076102) | 12.3K | All Managers (Combined) | $4.5M | ||
18.0K | All Managers (Combined) | $4.4M | |||
12.2K | QoQ +0.06% (+8)YoY +0.10% (+13) | All Managers (Combined) | $4.3M | ||
ELI LILLY & Co(LLYcusip532457108) | 5.1K | All Managers (Combined) | $4.2M | ||
5 | QoQ NEW(+5) YoY NEW(+5) | All Managers (Combined) | $4.0M | QoQ NEW(+$4.0M) YoY NEW(+$4.0M) | |
EXXON MOBIL CORP(XOMcusip30231G102) | 30.2K | All Managers (Combined) | $3.6M | ||
Mastercard Inc(MAcusip57636Q104) | 6.3K | All Managers (Combined) | $3.5M | ||
9.0K | All Managers (Combined) | $3.3M |