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
GIS
General Mills Inc

Consumer Defensive
4.13K
New
$62.78 - $74.62 $259K - $308K
4.13K $263K
CRM
Salesforce, Inc.

Technology
109
+ 2.92%
$270.87 - $367.87 $29.5K - $40.1K
3.84K $1.28M
JCI
Johnson Controls International PLC

Industrials
3.32K
New
$74.23 - $86.6 $246K - $287K
3.32K $261K
BX
Blackstone Inc.

Financial Services
143
+ 1.23%
$148.45 - $199.05 $21.2K - $28.5K
11.7K $2.02M
CVX
Chevron Corp

Energy
1.85K
+ 23.18%
$141.15 - $162.53 $261K - $300K
9.82K $1.42M
GMED
Globus Medical Inc

Healthcare
2.99K
New
$69.79 - $85.61 $209K - $256K
2.99K $247K
DXCM
Dexcom Inc

Healthcare
3.15K
New
$65.68 - $81.01 $207K - $255K
3.15K $244K
GM
General Motors CO

Consumer Cyclical
4.47K
New
$44.82 - $60.2 $200K - $269K
4.47K $237K
KR
Kroger CO

Consumer Defensive
3.85K
New
$55.21 - $63.3 $213K - $244K
3.85K $235K
EMR
Emerson Electric CO

Industrials
1.82K
New
$108.13 - $134.33 $197K - $245K
1.82K $225K
RGEN
Repligen Corp

Healthcare
1.53K
New
$123.41 - $160.92 $188K - $246K
1.53K $219K
NCNO
N Cino, Inc.

Technology
6.53K
New
$30.14 - $42.64 $197K - $278K
6.53K $219K
SJNK
Spdr Bloomberg Short Term High

ETFs
23K
+ 3.15%
$25.09 - $25.69 $578K - $592K
753K $19M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.12K
New
$178.39 - $215.0 $200K - $241K
1.12K $215K
BRO
Brown & Brown, Inc.

Financial Services
2.09K
New
$100.93 - $113.42 $211K - $237K
2.09K $213K
DUK
Duke Energy Corp

Utilities
1.96K
New
$105.76 - $120.76 $208K - $237K
1.96K $211K
GDDY
Go Daddy Inc.

Technology
1.07K
New
$153.16 - $209.03 $164K - $224K
1.07K $211K
BPOP
Popular, Inc.

Financial Services
2.19K
New
$88.46 - $102.59 $193K - $224K
2.19K $205K
SYY
Sysco Corp

Consumer Defensive
2.69K
New
$73.63 - $81.77 $198K - $220K
2.69K $205K
CAH
Cardinal Health Inc

Healthcare
1.74K
New
$107.89 - $125.33 $187K - $218K
1.74K $205K
APP
App Lovin Corp

Technology
630
New
$130.67 - $401.5 $82.3K - $253K
630 $204K
BK
Bank Of New York Mellon Corp

Financial Services
2.63K
New
$70.82 - $81.87 $186K - $215K
2.63K $202K
UPS
United Parcel Service Inc

Industrials
1.83K
+ 65.7%
$122.65 - $138.35 $224K - $253K
4.61K $581K
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
+ 2.64%
$4100.99 - $5300.34 $24.6K - $31.8K
233 $1.16M
GILD
Gilead Sciences, Inc.

Healthcare
2.17K
New
$83.95 - $97.9 $182K - $212K
2.17K $200K
FNDX
Schwab Fundamental U S Large C

ETFs
50.4K
+ 243.44%
$23.49 - $71.77 $1.18M - $3.62M
71.1K $1.68M
APO
Apollo Global Management, Inc.

Financial Services
11
+ 0.23%
$131.36 - $178.61 $1.44K - $1.96K
4.83K $798K
AMCX
Amc Networks Inc.

Communication Services
17.8K
New
$7.66 - $9.92 $136K - $177K
17.8K $176K
MS
Morgan Stanley

Financial Services
763
+ 20.74%
$104.42 - $134.99 $79.7K - $103K
4.44K $558K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
7.17K
+ 2.35%
$20.98 - $21.19 $150K - $152K
312K $6.57M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
383
+ 9.88%
$172.07 - $207.36 $65.9K - $79.4K
4.26K $841K
VPU
Vanguard Utilities ETF

ETFs
1.01K
New
$160.52 - $179.11 $163K - $181K
1.01K $165K
PICK
Ishares Inc Msci Global Select

ETFs
4.35K
New
$34.86 - $43.59 $152K - $190K
4.35K $152K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.43K
+ 1227.27%
$60.13 - $67.31 $146K - $164K
2.63K $159K
WM
Waste Management Inc

Industrials
807
+ 26.41%
$201.79 - $228.46 $163K - $184K
3.86K $779K
DOW
Dow Inc.

Basic Materials
4.91K
+ 134.04%
$39.1 - $55.34 $192K - $272K
8.57K $344K
BA
Boeing CO

Industrials
387
+ 15.47%
$138.14 - $180.72 $53.5K - $69.9K
2.89K $511K
HON
Honeywell International Inc

Industrials
385
+ 17.73%
$202.84 - $236.0 $78.1K - $90.9K
2.56K $577K
CI
Cigna Corp

Healthcare
828
+ 58.39%
$265.59 - $358.58 $220K - $297K
2.25K $620K
GS
Goldman Sachs Group Inc

Financial Services
155
+ 30.39%
$486.1 - $608.57 $75.3K - $94.3K
665 $380K
BMY
Bristol Myers Squibb CO

Healthcare
1.06K
+ 8.55%
$51.92 - $59.94 $54.8K - $63.3K
13.4K $758K
XLU
Utilities Sector Spdr

ETFs
1.55K
New
$74.89 - $82.93 $116K - $129K
1.55K $117K
IBM
International Business Machines Corp

Technology
545
+ 18.1%
$204.9 - $238.04 $112K - $130K
3.56K $781K
MAR
Marriott International Inc

Consumer Cyclical
206
+ 10.9%
$246.06 - $292.59 $50.7K - $60.3K
2.1K $584K
IEMG
Ishares Inc

ETFs
2.13K
+ 26650.0%
N/A
2.14K $114K
XLE
Energy Sector Spdr

ETFs
1.6K
+ 14.03%
$83.32 - $97.27 $133K - $156K
13K $1.11M
FTNT
Fortinet, Inc.

Technology
188
+ 3.55%
$76.49 - $99.21 $14.4K - $18.7K
5.48K $517K
QPFF
American Centy ETF Tr Quality
3K
New
$35.78 - $38.29 $107K - $115K
3K $107K
FISV
Fiserv Inc

Technology
835
+ 32.63%
N/A
3.39K $424K
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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