Angeles Wealth Management, LLC Incresed Positions in Q3 2025

Angeles Wealth Management, LLC

  • $1.62 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
3.24K
+ 0.56%
$362.31 - $405.74 $1.17M - $1.31M
579K $233M
VT
Vanguard Total World Stk Index

ETFs
29.4K
+ 2.22%
$128.41 - $138.03 $3.77M - $4.05M
1.35M $187M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
103K
+ 5.78%
$52.12 - $55.33 $5.37M - $5.7M
1.89M $104M
MUB
Ishares National Muni Bond ETF

ETFs
85.4K
+ 14.69%
$103.24 - $106.68 $8.81M - $9.11M
666K $71M
AAPL
Apple Inc.

Technology
8.76K
+ 6.27%
$202.38 - $256.87 $1.77M - $2.25M
149K $37.8M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
44.5K
+ 3.58%
$68.24 - $73.73 $3.03M - $3.28M
1.29M $94.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
91.9K
+ 4.4%
$28.92 - $32.19 $2.66M - $2.96M
2.18M $69.6M
NVDA
Nvidia Corp

Technology
25.7K
+ 22.45%
$153.3 - $186.58 $3.94M - $4.8M
140K $26.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.05K
+ 0.76%
$567.77 - $614.76 $598K - $647K
140K $85.4M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
41K
+ 6.23%
$75.26 - $80.19 $3.08M - $3.29M
699K $55.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.88K
+ 6.61%
$617.65 - $666.84 $1.78M - $1.92M
46.5K $31M
MSFT
Microsoft Corp

Technology
4.21K
+ 4.95%
$491.09 - $535.64 $2.07M - $2.25M
89.1K $46.2M
JPM
Jpmorgan Chase & CO

Financial Services
10.9K
+ 61.01%
$282.78 - $316.06 $3.08M - $3.44M
28.7K $9.07M
GOOGL
Alphabet Inc.

Communication Services
4.43K
+ 12.74%
$174.36 - $254.72 $772K - $1.13M
39.2K $9.53M
SJNK
Spdr Bloomberg Short Term High

ETFs
124K
+ 15.86%
$25.28 - $25.63 $3.13M - $3.18M
905K $23.2M
GOOG
Alphabet Inc.

Communication Services
330
+ 0.81%
$175.16 - $255.24 $57.8K - $84.2K
41.2K $10M
EWJ
Ishares Msci Japan ETF

ETFs
13.7K
+ 4.65%
$71.69 - $81.49 $980K - $1.11M
308K $24.7M
AMZN
Amazon Com Inc

Consumer Cyclical
11.9K
+ 20.95%
$211.65 - $238.24 $2.52M - $2.84M
68.8K $15.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
8.27K
+ 149.27%
$224.68 - $282.71 $1.86M - $2.34M
13.8K $3.86M
GE
General Electric CO

Industrials
7.81K
+ 212.69%
$244.75 - $305.63 $1.91M - $2.39M
11.5K $3.45M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
64
+ 0.17%
$103.83 - $179.9 $6.65K - $11.5K
37.7K $6.74M
INTU
Intuit Inc

Technology
3.2K
+ 367.7%
$646.03 - $807.39 $2.07M - $2.58M
4.07K $2.78M
META
Meta Platforms, Inc.

Communication Services
2.65K
+ 27.57%
$695.21 - $791.73 $1.84M - $2.1M
12.3K $9.01M
V
Visa Inc.

Financial Services
5.68K
+ 31.12%
$332.09 - $358.86 $1.88M - $2.04M
23.9K $8.16M
CI
Cigna Corp

Healthcare
5.58K
+ 233.7%
$262.23 - $334.39 $1.46M - $1.87M
7.97K $2.3M
TSLA
Tesla, Inc.

Consumer Cyclical
234
+ 2.23%
$293.94 - $444.72 $68.8K - $104K
10.7K $4.77M
AVGO
Broadcom Inc.

Technology
854
+ 4.42%
$264.74 - $369.57 $226K - $316K
20.2K $6.66M
UBER
Uber Technologies, Inc

Technology
12.4K
+ 140.93%
$86.91 - $99.57 $1.08M - $1.24M
21.3K $2.08M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
11.4K
+ 239.69%
$100.37 - $100.74 $1.15M - $1.15M
16.2K $1.63M
PFF
Ishares Trust Ishares Pfd And

ETFs
28.7K
+ 13.91%
$30.67 - $32.13 $880K - $922K
235K $7.43M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
50.5K
+ 16.27%
$20.84 - $21.03 $1.05M - $1.06M
361K $7.56M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.19K
+ 32.78%
$404.94 - $499.99 $481K - $593K
4.81K $2.33M
IVV
Ishares Core S&P 500 ETF

ETFs
956
+ 28.13%
$620.67 - $670.08 $593K - $641K
4.36K $2.91M
VEA
Vanguard Ftse Developed Market

ETFs
9.75K
+ 13.13%
$56.02 - $60.3 $546K - $588K
84K $5.03M
ABBV
Abb Vie Inc.

Healthcare
448
+ 3.1%
$184.85 - $231.54 $82.8K - $104K
14.9K $3.45M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.5K
+ 42.88%
$49.43 - $54.52 $521K - $575K
35.1K $1.9M
JNJ
Johnson & Johnson

Healthcare
745
+ 4.94%
$155.17 - $185.42 $116K - $138K
15.8K $2.93M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.19K
+ 11.89%
$98.52 - $103.93 $511K - $539K
48.8K $5.03M
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.19K
+ 209.4%
$87.29 - $93.61 $540K - $580K
9.15K $854K
UNH
Unitedhealth Group Inc

Healthcare
1.59K
+ 146.54%
$237.77 - $353.61 $377K - $561K
2.67K $921K
HD
Home Depot, Inc.

Consumer Cyclical
76
+ 0.6%
$357.4 - $423.42 $27.2K - $32.2K
12.7K $5.13M
IWF
Ishares Russell 1000 Gr ETF

ETFs
151
+ 1.56%
$420.11 - $472.68 $63.4K - $71.4K
9.82K $4.6M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
9.25K
+ 118.64%
$49.78 - $50.75 $460K - $469K
17K $863K
ORCL
Oracle Corp

Technology
347
+ 5.89%
$218.96 - $328.33 $76K - $114K
6.24K $1.75M
PLTR
Palantir Technologies Inc.

Technology
306
+ 4.51%
$130.68 - $186.97 $40K - $57.2K
7.09K $1.29M
MRK
Merck & Co., Inc.

Healthcare
2.42K
+ 7.81%
$77.6 - $87.37 $187K - $211K
33.3K $2.8M
PEP
Pepsico Inc

Consumer Defensive
1.68K
+ 13.24%
$133.81 - $152.16 $225K - $255K
14.4K $2.02M
STX
Seagate Technology Holdings PLC

Technology
9
+ 0.26%
$142.01 - $236.06 $1.28K - $2.12K
3.49K $824K
CVX
Chevron Corp

Energy
1.22K
+ 12.72%
$145.57 - $161.83 $178K - $198K
10.8K $1.68M
Activity Summary
Buys All Purchases 176 New Holdings 23 Increased Positions 153 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Angeles Wealth Management, LLC Portfolio

Follow Angeles Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Angeles Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Angeles Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email