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 8 of 19

Sort by:

IDEXX LABORATORIES INC /DE

IDXX|45168D104

Shares:1.2K

Value:$496.0K

% of Portfolio:0.0% ($496.0K/$1.2B)

LAM RESEARCH CORP

LRCX|512807306

Shares:6.7K

Value:$489.1K

% of Portfolio:0.0% ($489.1K/$1.2B)

STRYKER CORP

SYK|863667101

Shares:1.3K

Value:$484.7K

% of Portfolio:0.0% ($484.7K/$1.2B)

Guidewire Software, Inc.

GWRE|40171V100

Shares:2.6K

Value:$478.9K

% of Portfolio:0.0% ($478.9K/$1.2B)

Uber Technologies, Inc

UBER|90353T100

Shares:6.6K

Value:$477.7K

% of Portfolio:0.0% ($477.7K/$1.2B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:1.6K

Value:$477.5K

% of Portfolio:0.0% ($477.5K/$1.2B)

SPDR GOLD TRUST

GLD|78463V107

Shares:1.6K

Value:$472.6K

% of Portfolio:0.0% ($472.6K/$1.2B)

BOEING CO

BA|097023105

Shares:2.8K

Value:$471.4K

% of Portfolio:0.0% ($471.4K/$1.2B)

OLD DOMINION FREIGHT LINE, INC.

ODFL|679580100

Shares:2.8K

Value:$462.8K

% of Portfolio:0.0% ($462.8K/$1.2B)

Palantir Technologies Inc.

PLTR|69608A108

Shares:5.4K

Value:$456.9K

% of Portfolio:0.0% ($456.9K/$1.2B)

DAILY JOURNAL CORP

DJCO|233912104

Shares:1.1K

Value:$455.4K

% of Portfolio:0.0% ($455.4K/$1.2B)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:4.3K

Value:$440.9K

% of Portfolio:0.0% ($440.9K/$1.2B)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:4.4K

Value:$440.4K

% of Portfolio:0.0% ($440.4K/$1.2B)

W.W. GRAINGER, INC.

GWW|384802104

Shares:441

Value:$435.6K

% of Portfolio:0.0% ($435.6K/$1.2B)

EOG RESOURCES INC

EOG|26875P101

Shares:3.4K

Value:$432.2K

% of Portfolio:0.0% ($432.2K/$1.2B)

AMPHENOL CORP /DE/

APH|032095101

Shares:6.6K

Value:$430.3K

% of Portfolio:0.0% ($430.3K/$1.2B)

SAP SE

SAP|803054204

Shares:1.6K

Value:$430.3K

% of Portfolio:0.0% ($430.3K/$1.2B)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:5.3K

Value:$412.4K

% of Portfolio:0.0% ($412.4K/$1.2B)

922042775

VEU|922042775

Shares:6.8K

Value:$411.1K

% of Portfolio:0.0% ($411.1K/$1.2B)

Chubb Ltd

CB|H1467J104

Shares:1.4K

Value:$409.8K

% of Portfolio:0.0% ($409.8K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	1.2K	QoQ +0.08% (+1) YoY +16.69% (-169)	All Managers (Combined)	$496.0K	0.0% ($496.0K/$1.2B)	QoQ +1.66% (+$8.1K) YoY -9.23% (-$50.4K)
LAM RESEARCH CORP(LRCXcusip512807306)	6.7K	QoQ +3.49% (+227) YoY NEW(+6.7K)	All Managers (Combined)	$489.1K	0.0% ($489.1K/$1.2B)	QoQ +4.16% (+$19.6K) YoY NEW(+$489.1K)
STRYKER CORP(SYKcusip863667101)	1.3K	QoQ +4.57% (+57) YoY +5.00% (+62)	All Managers (Combined)	$484.7K	0.0% ($484.7K/$1.2B)	QoQ +8.12% (+$36.4K) YoY +9.21% (+$40.9K)
Guidewire Software, Inc.(GWREcusip40171V100)	2.6K	QoQ -4.76% (-128) YoY NEW(+2.6K)	All Managers (Combined)	$478.9K	0.0% ($478.9K/$1.2B)	QoQ +5.83% (-$26.4K) YoY NEW(+$478.9K)
Uber Technologies, Inc(UBERcusip90353T100)	6.6K	QoQ +29.50% (+1.5K) YoY +8.72% (+526)	All Managers (Combined)	$477.7K	0.0% ($477.7K/$1.2B)	QoQ +56.43% (+$172.3K) YoY +2.88% (+$13.4K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	1.6K	QoQ +0.06% (+1) YoY +44.32% (+480)	All Managers (Combined)	$477.5K	0.0% ($477.5K/$1.2B)	QoQ +4.43% (+$20.3K) YoY +76.56% (+$207.1K)
SPDR GOLD TRUST(GLDcusip78463V107)	1.6K	QoQ +13.88% (+200) YoY -7.34% (-130)	All Managers (Combined)	$472.6K	0.0% ($472.6K/$1.2B)	QoQ +35.53% (+$123.9K) YoY +29.77% (-$108.4K)
BOEING CO(BAcusip097023105)	2.8K	QoQ -4.29% (-124) YoY +81.36% (+1.2K)	All Managers (Combined)	$471.4K	0.0% ($471.4K/$1.2B)	QoQ -7.78% (-$39.8K) YoY +60.27% (+$177.3K)
OLD DOMINION FREIGHT LINE, INC.(ODFLcusip679580100)	2.8K	QoQ -4.66% (-137) YoY +3.36% (-91)	All Managers (Combined)	$462.8K	0.0% ($462.8K/$1.2B)	QoQ -10.58% (-$54.8K) YoY -22.02% (-$130.7K)
Palantir Technologies Inc.(PLTRcusip69608A108)	5.4K	QoQ +25.79% (+1.1K) YoY NEW(+5.4K)	All Managers (Combined)	$456.9K	0.0% ($456.9K/$1.2B)	QoQ +40.38% (+$131.4K) YoY NEW(+$456.9K)
DAILY JOURNAL CORP(DJCOcusip233912104)	1.1K	QoQ 0.00% (-0) YoY NEW(+1.1K)	All Managers (Combined)	$455.4K	0.0% ($455.4K/$1.2B)	QoQ -29.98% (-$195.0K) YoY NEW(+$455.4K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	4.3K	QoQ +21.79% (+768) YoY -2.18% (-96)	All Managers (Combined)	$440.9K	0.0% ($440.9K/$1.2B)	QoQ +3.59% (+$15.3K) YoY -44.32% (-$351.0K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	4.4K	QoQ +29.70% (+1.0K) YoY NEW(+4.4K)	All Managers (Combined)	$440.4K	0.0% ($440.4K/$1.2B)	QoQ +46.49% (+$139.8K) YoY NEW(+$440.4K)
W.W. GRAINGER, INC.(GWWcusip384802104)	441	QoQ +0.68% (-3) YoY NEW(+441)	All Managers (Combined)	$435.6K	0.0% ($435.6K/$1.2B)	QoQ -5.64% (-$26.0K) YoY NEW(+$435.6K)
EOG RESOURCES INC(EOGcusip26875P101)	3.4K	QoQ +0.08% (+3) YoY NEW(+3.4K)	All Managers (Combined)	$432.2K	0.0% ($432.2K/$1.2B)	QoQ +4.71% (+$19.4K) YoY NEW(+$432.2K)
AMPHENOL CORP /DE/(APHcusip032095101)	6.6K	QoQ +48.80% (+2.2K) YoY +247.14% (+4.7K)	All Managers (Combined)	$430.3K	0.0% ($430.3K/$1.2B)	QoQ +40.53% (+$124.1K) YoY +97.39% (+$212.3K)
SAP SE(SAPcusip803054204)	1.6K	QoQ -3.72% (-62) YoY -10.64% (-191)	All Managers (Combined)	$430.3K	0.0% ($430.3K/$1.2B)	QoQ +4.96% (-$20.4K) YoY +22.98% (-$80.4K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	5.3K	QoQ +1.42% (+74) YoY +82.03% (+2.4K)	All Managers (Combined)	$412.4K	0.0% ($412.4K/$1.2B)	QoQ +7.27% (+$28.0K) YoY +96.97% (+$203.0K)
(VEUcusip922042775)	6.8K	QoQ -4.91% (-350) YoY -4.91% (-350)	All Managers (Combined)	$411.1K	0.0% ($411.1K/$1.2B)	QoQ +0.47% (-$1.9K) YoY -1.65% (-$6.9K)
Chubb Ltd(CBcusipH1467J104)	1.4K	QoQ -17.70% (-292) YoY +35.83% (+358)	All Managers (Combined)	$409.8K	0.0% ($409.8K/$1.2B)	QoQ -10.05% (-$45.8K) YoY +58.30% (+$150.9K)