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
ADI
Analog Devices Inc

Technology
110
+ 3.25%
$206.35 - $236.48 $22.7K - $26K
3.49K $742K
OMC
Omnicom Group Inc.

Communication Services
65
+ 2.57%
$85.82 - $105.47 $5.58K - $6.86K
2.59K $223K
AMT
American Tower Corp

Real Estate
231
+ 13.73%
$179.4 - $232.01 $41.4K - $53.6K
1.91K $350K
F
Ford Motor CO

Consumer Cyclical
1.02K
+ 1.28%
$9.69 - $11.4 $9.92K - $11.7K
80.7K $799K
NVS
Novartis Ag

Healthcare
110
+ 3.5%
$96.78 - $117.18 $10.6K - $12.9K
3.25K $316K
ABBV
Abb Vie Inc.

Healthcare
1.2K
+ 9.19%
$164.99 - $203.87 $198K - $245K
14.3K $2.54M
ASML
Asml Holding Nv

Technology
3
+ 0.87%
$658.43 - $872.27 $1.98K - $2.62K
348 $241K
MPC
Marathon Petroleum Corp

Energy
9
+ 0.43%
$131.65 - $174.84 $1.18K - $1.57K
2.11K $293K
AMGN
Amgen Inc

Healthcare
12
+ 1.37%
$258.78 - $328.31 $3.11K - $3.94K
885 $230K
IDXX
Idexx Laboratories Inc

Healthcare
102
+ 9.46%
$406.92 - $495.42 $41.5K - $50.5K
1.18K $487K
MRK
Merck & Co., Inc.

Healthcare
3.62K
+ 11.6%
$96.31 - $114.76 $349K - $416K
34.9K $3.47M
HD
Home Depot, Inc.

Consumer Cyclical
234
+ 1.93%
$385.02 - $431.37 $90.1K - $101K
12.4K $4.8M
UNP
Union Pacific Corp

Industrials
29
+ 0.45%
$223.15 - $249.32 $6.47K - $7.23K
6.54K $1.49M
CPNG
Coupang, Inc.

Consumer Cyclical
459
+ 0.84%
$21.98 - $26.89 $10.1K - $12.3K
55.1K $1.21M
BALL
Ball Corp

Consumer Cyclical
5
+ 0.05%
$54.84 - $67.94 $274 - $340
10.6K $583K
DHR
Danaher Corp

Healthcare
204
+ 5.07%
$226.16 - $274.52 $46.1K - $56K
4.23K $970K
CTAS
Cintas Corp

Industrials
20
+ 0.25%
$182.7 - $226.47 $3.65K - $4.53K
8.11K $1.48M
PFF
Ishares Trust Ishares Pfd And

ETFs
5.2K
+ 2.67%
$31.23 - $33.51 $162K - $174K
200K $6.29M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
54.3K
+ 3.14%
$51.09 - $55.27 $2.77M - $3M
1.79M $91.3M
EWJ
Ishares Msci Japan ETF

ETFs
13.5K
+ 5.38%
$66.18 - $71.84 $897K - $973K
265K $17.8M
JNJ
Johnson & Johnson

Healthcare
329
+ 2.08%
$143.34 - $165.86 $47.2K - $54.6K
16.2K $2.34M
VTV
Vanguard Value ETF

ETFs
3.85K
+ 2.12%
$168.32 - $181.87 $648K - $700K
185K $31.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
22
+ 0.56%
$501.29 - $612.85 $11K - $13.5K
3.94K $2.05M
NVO
Novo Nordisk A S

Healthcare
225
+ 1.64%
$85.0 - $120.04 $19.1K - $27K
13.9K $1.2M
SHW
Sherwin Williams CO

Basic Materials
47
+ 0.39%
$338.75 - $399.71 $15.9K - $18.8K
12.2K $4.14M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
24.9K
+ 6.35%
$63.27 - $70.31 $1.58M - $1.75M
417K $26.5M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
34.9K
+ 3.26%
$58.88 - $64.8 $2.05M - $2.26M
1.11M $65.2M
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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