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

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UNITED PARCEL SERVICE INC

UPS|911312106

Shares:3.7K

Value:$407.1K

% of Portfolio:0.0% ($407.1K/$1.2B)

INSULET CORP

PODD|45784P101

Shares:1.5K

Value:$397.1K

% of Portfolio:0.0% ($397.1K/$1.2B)

INTEL CORP

INTC|458140100

Shares:17.4K

Value:$394.9K

% of Portfolio:0.0% ($394.9K/$1.2B)

MICRON TECHNOLOGY INC

MU|595112103

Shares:4.5K

Value:$394.7K

% of Portfolio:0.0% ($394.7K/$1.2B)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:7.1K

Value:$390.4K

% of Portfolio:0.0% ($390.4K/$1.2B)

RBC Bearings INC

RBC|75524B104

Shares:1.2K

Value:$390.3K

% of Portfolio:0.0% ($390.3K/$1.2B)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:1.1K

Value:$388.1K

% of Portfolio:0.0% ($388.1K/$1.2B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:1.6K

Value:$385.3K

% of Portfolio:0.0% ($385.3K/$1.2B)

25434V831

Shares:11.5K

Value:$380.4K

% of Portfolio:0.0% ($380.4K/$1.2B)

922908553

VNQ|922908553

Shares:4.2K

Value:$379.3K

% of Portfolio:0.0% ($379.3K/$1.2B)

INTUIT INC.

INTU|461202103

Shares:606

Value:$372.1K

% of Portfolio:0.0% ($372.1K/$1.2B)

DoorDash, Inc.

DASH|25809K105

Shares:2.0K

Value:$369.6K

% of Portfolio:0.0% ($369.6K/$1.2B)

BECTON DICKINSON & CO

BDX|075887109

Shares:1.6K

Value:$368.6K

% of Portfolio:0.0% ($368.6K/$1.2B)

ECOLAB INC.

ECL|278865100

Shares:1.4K

Value:$364.1K

% of Portfolio:0.0% ($364.1K/$1.2B)

CITIGROUP INC

C|172967424

Shares:5.1K

Value:$362.3K

% of Portfolio:0.0% ($362.3K/$1.2B)

Xylem Inc.

XYL|98419M100

Shares:3.0K

Value:$360.2K

% of Portfolio:0.0% ($360.2K/$1.2B)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:1.5K

Value:$353.0K

% of Portfolio:0.0% ($353.0K/$1.2B)

MCKESSON CORP

MCK|58155Q103

Shares:522

Value:$351.3K

% of Portfolio:0.0% ($351.3K/$1.2B)

Shell plc

SHEL|780259305

Shares:4.8K

Value:$350.4K

% of Portfolio:0.0% ($350.4K/$1.2B)

AT&T INC.

T|00206R102

Shares:12.2K

Value:$345.3K

% of Portfolio:0.0% ($345.3K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNITED PARCEL SERVICE INC(UPScusip911312106)	3.7K	QoQ -19.77% (-912) YoY +69.14% (+1.5K)	All Managers (Combined)	$407.1K	0.0% ($407.1K/$1.2B)	QoQ -30.01% (-$174.6K) YoY +25.17% (+$81.9K)
INSULET CORP(PODDcusip45784P101)	1.5K	QoQ +15.06% (+198) YoY NEW(+1.5K)	All Managers (Combined)	$397.1K	0.0% ($397.1K/$1.2B)	QoQ +15.74% (+$54.0K) YoY NEW(+$397.1K)
INTEL CORP(INTCcusip458140100)	17.4K	QoQ +38.87% (+4.9K) YoY +74.37% (-7.4K)	All Managers (Combined)	$394.9K	0.0% ($394.9K/$1.2B)	QoQ +57.29% (+$143.8K) YoY -10.34% (-$45.6K)
MICRON TECHNOLOGY INC(MUcusip595112103)	4.5K	QoQ +0.37% (+17) YoY +42.83% (+1.4K)	All Managers (Combined)	$394.7K	0.0% ($394.7K/$1.2B)	QoQ +3.63% (+$13.8K) YoY +5.27% (+$19.8K)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	7.1K	QoQ -1.04% (-75) YoY +436.74% (+5.8K)	All Managers (Combined)	$390.4K	0.0% ($390.4K/$1.2B)	QoQ +2.75% (-$10.5K) YoY +13.00% (+$44.9K)
RBC Bearings INC(RBCcusip75524B104)	1.2K	QoQ 0.00% (+0) YoY NEW(+1.2K)	All Managers (Combined)	$390.3K	0.0% ($390.3K/$1.2B)	QoQ +7.56% (+$27.4K) YoY NEW(+$390.3K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	1.1K	QoQ +10.84% (+110) YoY NEW(+1.1K)	All Managers (Combined)	$388.1K	0.0% ($388.1K/$1.2B)	QoQ +34.82% (+$100.2K) YoY NEW(+$388.1K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	1.6K	QoQ +10.41% (+149) YoY NEW(+1.6K)	All Managers (Combined)	$385.3K	0.0% ($385.3K/$1.2B)	QoQ +26.85% (+$81.6K) YoY NEW(+$385.3K)
(cusip25434V831)✕	11.5K	QoQ -46.55% (-10.0K) YoY -58.64% (-16.3K)	All Managers (Combined)	$380.4K	0.0% ($380.4K/$1.2B)	QoQ -47.58% (-$345.3K) YoY -56.64% (-$496.9K)
(VNQcusip922908553)	4.2K	QoQ -4.94% (-218) YoY -6.05% (-270)	All Managers (Combined)	$379.3K	0.0% ($379.3K/$1.2B)	QoQ -3.38% (-$13.3K) YoY -1.64% (-$6.3K)
INTUIT INC.(INTUcusip461202103)	606	QoQ +36.79% (+163) YoY +56.99% (+220)	All Managers (Combined)	$372.1K	0.0% ($372.1K/$1.2B)	QoQ +33.63% (+$93.7K) YoY +48.29% (+$121.2K)
DoorDash, Inc.(DASHcusip25809K105)	2.0K	QoQ +6.75% (+128) YoY NEW(+2.0K)	All Managers (Combined)	$369.6K	0.0% ($369.6K/$1.2B)	QoQ +16.31% (+$51.8K) YoY NEW(+$369.6K)
BECTON DICKINSON & CO(BDXcusip075887109)	1.6K	QoQ -5.29% (-90) YoY -5.18% (-88)	All Managers (Combined)	$368.6K	0.0% ($368.6K/$1.2B)	QoQ -4.38% (-$16.9K) YoY -12.23% (-$51.4K)
ECOLAB INC.(ECLcusip278865100)	1.4K	QoQ -4.52% (-68) YoY +50.84% (+484)	All Managers (Combined)	$364.1K	0.0% ($364.1K/$1.2B)	QoQ +3.30% (-$11.6K) YoY +65.61% (+$144.2K)
CITIGROUP INC(Ccusip172967424)	5.1K	QoQ +8.94% (+419) YoY NEW(+5.1K)	All Managers (Combined)	$362.3K	0.0% ($362.3K/$1.2B)	QoQ +9.87% (+$32.6K) YoY NEW(+$362.3K)
Xylem Inc.(XYLcusip98419M100)	3.0K	QoQ +4.83% (+139) YoY +27.48% (+650)	All Managers (Combined)	$360.2K	0.0% ($360.2K/$1.2B)	QoQ +7.94% (+$26.5K) YoY +17.83% (+$54.5K)
VEEVA SYSTEMS INC(VEEVcusip922475108)	1.5K	QoQ +0.19% (+3) YoY NEW(+1.5K)	All Managers (Combined)	$353.0K	0.0% ($353.0K/$1.2B)	QoQ +10.38% (+$33.2K) YoY NEW(+$353.0K)
MCKESSON CORP(MCKcusip58155Q103)	522	QoQ +10.59% (+50) YoY +27.31% (+112)	All Managers (Combined)	$351.3K	0.0% ($351.3K/$1.2B)	QoQ +30.59% (+$82.3K) YoY +59.60% (+$131.2K)
Shell plc(SHELcusip780259305)	4.8K	QoQ -10.89% (-585) YoY +58.76% (+1.8K)	All Managers (Combined)	$350.4K	0.0% ($350.4K/$1.2B)	QoQ +4.21% (-$14.2K) YoY +73.54% (+$148.5K)
AT&T INC.(Tcusip00206R102)	12.2K	QoQ +4.43% (+518) YoY NEW(+12.2K)	All Managers (Combined)	$345.3K	0.0% ($345.3K/$1.2B)	QoQ +29.69% (+$79.1K) YoY NEW(+$345.3K)