Angeles-Wealth-Management

Filing Details

13F-HR2025-03-31
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% identified
289 identified78 unidentified

Holdings

367 positions • $1.2B total value
Manager:
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FOX FACTORY HOLDING CORP
Shares:48.5K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.2B)
MCDONALDS CORP
Shares:3.6K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.2B)
Salesforce, Inc.
Shares:4.1K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.2B)
FORD MOTOR CO
Shares:109.5K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.2B)
COCA COLA CO
Shares:15.3K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.2B)
ServiceNow, Inc.
Shares:1.4K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.2B)
Philip Morris International Inc.
Shares:6.8K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.2B)
Accenture plc
Shares:3.3K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.2B)
Motorola Solutions, Inc.
Shares:2.3K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.2B)
Booking Holdings Inc.
Shares:214
Value:$985.9K
% of Portfolio:0.1% ($985.9K/$1.2B)
Walt Disney Co
Shares:9.8K
Value:$970.5K
% of Portfolio:0.1% ($970.5K/$1.2B)
46435G326
Shares:14.0K
Value:$963.3K
% of Portfolio:0.1% ($963.3K/$1.2B)
Evercore Inc.
Shares:4.8K
Value:$961.9K
% of Portfolio:0.1% ($961.9K/$1.2B)
Safehold Inc.
Shares:51.3K
Value:$959.4K
% of Portfolio:0.1% ($959.4K/$1.2B)
CONOCOPHILLIPS
Shares:9.1K
Value:$954.5K
% of Portfolio:0.1% ($954.5K/$1.2B)
NOVO NORDISK A S
Shares:13.7K
Value:$954.4K
% of Portfolio:0.1% ($954.4K/$1.2B)
WASTE MANAGEMENT INC
Shares:3.9K
Value:$905.9K
% of Portfolio:0.1% ($905.9K/$1.2B)
T-Mobile US, Inc.
Shares:3.3K
Value:$887.6K
% of Portfolio:0.1% ($887.6K/$1.2B)
INTERNATIONAL BUSINESS MACHINES CORP
Shares:3.5K
Value:$879.8K
% of Portfolio:0.1% ($879.8K/$1.2B)
TJX COMPANIES INC /DE/
Shares:7.1K
Value:$869.8K
% of Portfolio:0.1% ($869.8K/$1.2B)