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 3 of 19
464288158
Shares:28.3K
Value:$3.0M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
44.6K | All Managers (Combined) | $3.2M | |||
AbbVie Inc.(ABBVcusip00287Y109) | 14.9K | All Managers (Combined) | $3.1M | ||
(cusip464288158)✕ | 28.3K | All Managers (Combined) | $3.0M | ||
32.8K | All Managers (Combined) | $2.9M | |||
16.4K | All Managers (Combined) | $2.7M | |||
Broadcom Inc.(AVGOcusip11135F101) | 15.7K | All Managers (Combined) | $2.6M | ||
26.4K | QoQ -0.13% (-36) | All Managers (Combined) | $2.5M | ||
Tesla, Inc.(TSLAcusip88160R101) | 9.1K | All Managers (Combined) | $2.4M | ||
NETFLIX INC(NFLXcusip64110L106) | 2.5K | QoQ +1.77% (+43) | All Managers (Combined) | $2.3M | |
PEPSICO INC(PEPcusip713448108) | 14.7K | All Managers (Combined) | $2.2M | ||
CARTERS INC(CRIcusip146229109) | 53.2K | YoY NEW(+53.2K) | All Managers (Combined) | $2.2M | YoY NEW(+$2.2M) |
3.8K | QoQ +0.02% (-1) | All Managers (Combined) | $2.2M | ||
4.3K | QoQ +1.33% (-56) | All Managers (Combined) | $2.1M | ||
3.9K | QoQ -2.05% (-81)YoY +1.44% (-55) | All Managers (Combined) | $1.9M | ||
Polaris Inc.(PIIcusip731068102) | 45.7K | YoY NEW(+45.7K) | All Managers (Combined) | $1.9M | YoY NEW(+$1.9M) |
MOODYS CORP /DE/(MCOcusip615369105) | 3.9K | QoQ -0.84% (-33)YoY +0.78% (+30) | All Managers (Combined) | $1.8M | |
CHEVRON CORP(CVXcusip166764100) | 10.3K | All Managers (Combined) | $1.7M | ||
8.8K | QoQ +0.01% (-1) | All Managers (Combined) | $1.7M | ||
71.4K | All Managers (Combined) | $1.7M | |||
QUALCOMM INC/DE(QCOMcusip747525103) | 10.9K | All Managers (Combined) | $1.7M |