Angeles Wealth Management, LLC Purchases in Q4 2024

Angeles Wealth Management, LLC

  • $1.21 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
26.1K
+ 5.29%
$316.94 - $357.88 $8.26M - $9.33M
519K $178M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.55M
+ 347.26%
$25.93 - $105.3 $40.3M - $164M
2M $55.7M
ARES
Ares Management Corp

Financial Services
2
+ 0.0%
$153.38 - $183.7 $307 - $367
173K $30.7M
VT
Vanguard Total World Stk Index

ETFs
51.7K
+ 4.42%
$117.09 - $123.07 $6.05M - $6.36M
1.22M $144M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
38K
New
$82.28 - $117.52 $3.13M - $4.47M
38K $3.22M
AAPL
Apple Inc.

Technology
2.8K
+ 2.21%
$221.69 - $259.02 $621K - $726K
130K $32.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.78K
+ 1.29%
$521.84 - $558.82 $927K - $993K
139K $75.2M
WFC
Wells Fargo & Company

Financial Services
29.6K
+ 199.15%
$54.98 - $77.35 $1.63M - $2.29M
44.5K $3.12M
AMZN
Amazon Com Inc

Consumer Cyclical
3.16K
+ 6.75%
$180.88 - $232.93 $572K - $737K
50K $11M
NVDA
Nvidia Corp

Technology
5.21K
+ 5.92%
$117.0 - $148.88 $609K - $775K
93.2K $12.5M
FOXF
Fox Factory Holding Corp

Consumer Cyclical
56.5K
New
$29.05 - $41.22 $1.64M - $2.33M
56.5K $1.71M
TSLA
Tesla, Inc.

Consumer Cyclical
605
+ 6.88%
$213.65 - $479.86 $129K - $290K
9.4K $3.8M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
13.7K
New
$100.16 - $100.7 $1.37M - $1.38M
13.7K $1.37M
AVGO
Broadcom Inc.

Technology
2.68K
+ 21.28%
$159.67 - $250.0 $428K - $670K
15.3K $3.54M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.12K
+ 29.23%
$442.29 - $483.08 $1.38M - $1.51M
13.8K $6.25M
PII
Polaris Inc.

Consumer Cyclical
22.9K
New
$56.74 - $83.06 $1.3M - $1.9M
22.9K $1.32M
GOOGL
Alphabet Inc.

Communication Services
3.1K
+ 10.76%
$161.86 - $196.66 $501K - $609K
31.9K $6.04M
JPM
Jpmorgan Chase & CO

Financial Services
3.2K
+ 21.72%
$205.18 - $250.29 $657K - $801K
17.9K $4.3M
COST
Costco Wholesale Corp

Consumer Defensive
769
+ 8.62%
$873.59 - $994.69 $672K - $765K
9.69K $8.88M
V
Visa Inc.

Financial Services
1.06K
+ 7.16%
$273.87 - $320.91 $291K - $341K
15.9K $5.03M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
10.2K
+ 21.78%
$81.68 - $82.93 $835K - $848K
57.2K $4.69M
BAC
Bank Of America Corp

Financial Services
13.9K
+ 54.38%
$39.22 - $47.77 $544K - $662K
39.4K $1.73M
SPY
Spdr S&P 500 ETF Trust

ETFs
210
+ 0.48%
$567.81 - $607.81 $119K - $128K
43.9K $25.7M
DJCO
Daily Journal Corp

Technology
1.15K
New
$465.0 - $589.89 $532K - $675K
1.15K $650K
EPD
Enterprise Products Partners L.P.

Energy
16.9K
+ 70.56%
$28.66 - $34.43 $484K - $582K
40.9K $1.28M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
9.28K
+ 26.21%
$99.04 - $109.59 $919K - $1.02M
44.7K $4.45M
KMI
Kinder Morgan, Inc.

Energy
19.5K
New
$22.59 - $28.54 $441K - $557K
19.5K $534K
XOM
Exxon Mobil Corp

Energy
6.36K
+ 27.11%
$105.51 - $125.37 $671K - $798K
29.8K $3.21M
META
Meta Platforms, Inc.

Communication Services
505
+ 5.72%
$554.08 - $632.68 $280K - $320K
9.34K $5.51M
CMI
Cummins Inc

Industrials
1.2K
+ 115.81%
$324.93 - $383.42 $390K - $460K
2.24K $780K
CSCO
Cisco Systems, Inc.

Technology
5.76K
+ 42.41%
$52.45 - $60.02 $302K - $345K
19.3K $1.14M
WHR
Whirlpool Corp

Consumer Cyclical
3.62K
New
$99.28 - $124.45 $359K - $451K
3.62K $414K
SCHW
Schwab Charles Corp

Financial Services
5.19K
New
$63.31 - $82.85 $329K - $430K
5.19K $384K
PCG
Pg&E Corp

Utilities
18.6K
New
$19.2 - $21.63 $358K - $403K
18.6K $376K
CRI
Carters Inc

Consumer Cyclical
6.76K
New
$50.33 - $67.47 $340K - $456K
6.76K $366K
C
Citigroup Inc

Financial Services
4.69K
New
$61.31 - $72.5 $287K - $340K
4.69K $329K
VTI
Vanguard Total Stock Market Et

ETFs
111
+ 0.25%
$280.04 - $302.45 $31.1K - $33.6K
44.6K $12.9M
PLTR
Palantir Technologies Inc.

Technology
4.3K
New
$36.46 - $82.38 $157K - $354K
4.3K $325K
VLUE
Ishares Msci Usa Value Factor

ETFs
3K
New
$104.01 - $115.38 $312K - $346K
3K $316K
IWF
Ishares Russell 1000 Gr ETF

ETFs
205
+ 2.35%
$370.24 - $418.94 $75.9K - $85.9K
8.92K $3.58M
ENFR
Alerian Energy Infrastructure

ETFs
9.5K
New
$28.52 - $33.11 $271K - $315K
9.5K $295K
DIS
Walt Disney CO

Communication Services
1.42K
+ 16.53%
$92.39 - $117.6 $131K - $167K
10K $1.12M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.5K
+ 34900.0%
$26.93 - $84.95 $282K - $889K
10.5K $286K
EQIX
Equinix Inc

Real Estate
299
New
$865.69 - $985.0 $259K - $295K
299 $281K
WMT
Walmart Inc.

Consumer Defensive
1.73K
+ 14.2%
$79.1 - $95.7 $137K - $166K
13.9K $1.26M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.13K
New
$238.25 - $261.28 $270K - $296K
1.13K $274K
MA
Mastercard Inc

Financial Services
132
+ 2.15%
$491.3 - $536.15 $64.9K - $70.8K
6.28K $3.31M
PAYC
Paycom Software, Inc.

Technology
1.31K
New
$159.94 - $240.25 $210K - $316K
1.31K $269K
T
At&T Inc.

Communication Services
11.7K
New
$21.22 - $23.88 $248K - $279K
11.7K $266K
Activity Summary
Buys All Purchases 228 New Holdings 58 Increased Positions 170 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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