Angeles Wealth Management, LLC Top Holdings and 13F Report (2024) About Angeles Wealth Management, LLCInvestment ActivityAngeles Wealth Management, LLC has $1.16 billion in total holdings as of September 30, 2024.Angeles Wealth Management, LLC owns shares of 328 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 12.23% of the portfolio was purchased this quarter.About 8.51% of the portfolio was sold this quarter.This quarter, Angeles Wealth Management, LLC has purchased 305 new stocks and bought additional shares in 140 stocks.Angeles Wealth Management, LLC sold shares of 80 stocks and completely divested from 28 stocks this quarter.Largest Holdings Vanguard Mega Cap Growth ETF $158,593,416Vanguard Total World Stock ETF $140,072,661SPDR Portfolio S&P 500 Value ETF $91,500,290Vanguard S&P 500 ETF $72,663,325Vanguard Total International Stock ETF $69,344,375 Largest New Holdings this Quarter iShares National Muni Bond ETF $63,453,281 HoldingiShares 10-20 Year Treasury Bond ETF $3,871,922 HoldingiShares S&P 500 Growth ETF $847,388 HoldingAeroVironment $780,346 HoldingCommvault Systems $726,326 Holding Largest Purchases this Quarter iShares National Muni Bond ETF 584,123 shares (about $63.45M)Vanguard Mega Cap Growth ETF 38,532 shares (about $12.41M)SPDR Portfolio S&P 500 Value ETF 158,641 shares (about $8.39M)Vanguard Total World Stock ETF 45,805 shares (about $5.48M)Schwab U.S. Large-Cap Growth ETF 52,135 shares (about $5.43M) Largest Sales this Quarter iShares Short-Term National Muni Bond ETF 490,794 shares (about $52.12M)iShares 1-3 Year Treasury Bond ETF 138,417 shares (about $11.51M)Invesco Senior Loan ETF 457,212 shares (about $9.61M)Bank of America 101,167 shares (about $4.01M)iShares Preferred and Income Securities ETF 47,225 shares (about $1.57M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAngeles Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMGKVanguard Mega Cap Growth ETF$158,593,416$12,405,368 ▲8.5%492,60313.7%ETFVTVanguard Total World Stock ETF$140,072,661$5,482,857 ▲4.1%1,170,19812.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$91,500,290$8,385,763 ▲10.1%1,730,9937.9%ETFVOOVanguard S&P 500 ETF$72,663,325$2,358,685 ▲3.4%137,7066.3%ETFVXUSVanguard Total International Stock ETF$69,344,375$1,625,427 ▲2.4%1,071,1216.0%ETFMUBiShares National Muni Bond ETF$63,453,281$63,453,281 ▲New Holding584,1235.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$46,585,129$5,431,424 ▲13.2%447,1604.0%ETFMSFTMicrosoft$32,951,450$307,664 ▲0.9%76,5782.8%Computer and TechnologyVTVVanguard Value ETF$31,658,270$1,306,133 ▲4.3%181,3502.7%ETFAAPLApple$29,604,747$1,702,764 ▲6.1%127,0592.5%Computer and TechnologyVGKVanguard FTSE Europe ETF$27,871,484$779,540 ▲2.9%392,0042.4%ETFARESAres Management$27,013,461$31,012 ▼-0.1%173,3412.3%FinanceSPYSPDR S&P 500 ETF Trust$25,085,779$440,645 ▼-1.7%43,7222.2%FinanceSJNKSPDR Bloomberg Short Term High Yield Bond ETF$18,806,410$464,659 ▼-2.4%730,3461.6%ETFURTHiShares MSCI World ETF$18,729,091$167,109 ▼-0.9%119,3621.6%ETFEWJiShares MSCI Japan ETF$18,002,183$627,907 ▲3.6%251,6381.6%ETFIXUSiShares Core MSCI Total International Stock ETF$14,170,694$458,295 ▼-3.1%195,1081.2%ManufacturingVTIVanguard Total Stock Market ETF$12,594,329$62,012 ▼-0.5%44,4781.1%ETFNVDANVIDIA$10,685,748$327,281 ▲3.2%87,9920.9%Computer and TechnologyAMZNAmazon.com$8,735,523$149,064 ▲1.7%46,8820.8%Retail/WholesaleCOSTCostco Wholesale$7,905,985$650,706 ▲9.0%8,9180.7%Retail/WholesaleVUGVanguard Growth ETF$7,586,073$3,839 ▼-0.1%19,7590.7%ETFPFFiShares Preferred and Income Securities ETF$6,477,358$1,569,287 ▼-19.5%194,9250.6%ETFBKLNInvesco Senior Loan ETF$6,399,415$9,606,024 ▼-60.0%304,5890.6%ETFGOOGAlphabet$5,784,607$29,425 ▼-0.5%34,5990.5%Computer and TechnologyMETAMeta Platforms$5,056,935$365,789 ▲7.8%8,8340.4%Computer and TechnologyBRK.BBerkshire Hathaway$4,911,895$409,171 ▲9.1%10,6720.4%FinanceHDHome Depot$4,909,403$279,183 ▲6.0%12,1160.4%Retail/WholesaleGOOGLAlphabet$4,775,651$147,607 ▲3.2%28,7950.4%Computer and TechnologySHWSherwin-Williams$4,630,039$78,624 ▲1.7%12,1310.4%Basic MaterialsLLYEli Lilly and Company$4,256,056$351,718 ▲9.0%4,8040.4%MedicalVVisa$4,086,857$846,846 ▲26.1%14,8640.4%Business ServicesSHYiShares 1-3 Year Treasury Bond ETF$3,902,978$11,509,374 ▼-74.7%46,9390.3%ManufacturingTLHiShares 10-20 Year Treasury Bond ETF$3,871,922$3,871,922 ▲New Holding35,4150.3%ETFMRKMerck & Co., Inc.$3,547,842$434,935 ▲14.0%31,2420.3%MedicalIWFiShares Russell 1000 Growth ETF$3,272,964$1,046,192 ▲47.0%8,7190.3%ETFJPMJPMorgan Chase & Co.$3,107,866$138,324 ▲4.7%14,7390.3%FinanceMAMastercard$3,036,870$459,728 ▲17.8%6,1500.3%Business ServicesCLColgate-Palmolive$2,766,017$74,328 ▲2.8%26,6450.2%Consumer StaplesXOMExxon Mobil$2,752,049$100,690 ▲3.8%23,4780.2%Oils/EnergySUBiShares Short-Term National Muni Bond ETF$2,591,036$52,117,415 ▼-95.3%24,4000.2%ETFABBVAbbVie$2,580,471$100,122 ▲4.0%13,0670.2%MedicalJNJJohnson & Johnson$2,566,544$466,247 ▲22.2%15,8370.2%MedicalTMOThermo Fisher Scientific$2,425,413$11,753 ▲0.5%3,9210.2%MedicalPEPPepsiCo$2,403,487$108,662 ▲4.7%14,1340.2%Consumer StaplesDFUVDimensional US Marketwide Value ETF$2,317,895$243,888 ▼-9.5%55,5980.2%ETFTSLATesla$2,300,774$394,015 ▲20.7%8,7940.2%Auto/Tires/TrucksISRGIntuitive Surgical$2,261,807$60,917 ▼-2.6%4,6040.2%MedicalIVViShares Core S&P 500 ETF$2,222,717$40,958 ▼-1.8%3,8530.2%ETFAVGOBroadcom$2,171,085$2,015,835 ▲1,298.4%12,5860.2%Computer and TechnologyMCOMoody's$1,846,630$9,492 ▲0.5%3,8910.2%FinanceBXBlackstone$1,776,308$28,023 ▲1.6%11,6000.2%FinanceNFLXNetflix$1,773,884$229,803 ▲14.9%2,5010.2%Consumer DiscretionaryVIGVanguard Dividend Appreciation ETF$1,749,966$247,760 ▲16.5%8,8360.2%ETFCTASCintas$1,665,157$1,228,486 ▲281.3%8,0880.1%Industrial ProductsPWRQuanta Services$1,660,397$106,440 ▼-6.0%5,5690.1%ConstructionQCOMQUALCOMM$1,659,518$585,822 ▲54.6%9,7590.1%Computer and TechnologyNVONovo Nordisk A/S$1,630,545$51,081 ▼-3.0%13,6940.1%MedicalUNPUnion Pacific$1,604,585$62,606 ▲4.1%6,5100.1%TransportationUNHUnitedHealth Group$1,585,067$61,391 ▲4.0%2,7110.1%MedicalFNDXSchwab Fundamental U.S. Large Company Index ETF$1,486,5800.0%20,7160.1%ETFSAFESafehold$1,411,620$616,353 ▲77.5%53,8170.1%FinanceCPNGCoupang$1,340,798$270 ▲0.0%54,6150.1%Retail/WholesaleNOWServiceNow$1,310,281$194,083 ▲17.4%1,4650.1%Computer and TechnologyEVREvercore$1,220,085$4,053 ▲0.3%4,8160.1%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$1,185,346$575,422 ▲94.3%14,2920.1%ETFNKENIKE$1,183,588$138,434 ▼-10.5%13,3890.1%Consumer DiscretionaryCVXChevron$1,174,184$63,179 ▲5.7%7,9730.1%Oils/EnergyLINDE PLC$1,165,923$46,732 ▲4.2%2,4450.1%SHSPAGPPlains GP$1,165,297$431,790 ▲58.9%62,9890.1%Oils/EnergyADBEAdobe$1,153,614$212,290 ▲22.6%2,2280.1%Computer and TechnologyABTAbbott Laboratories$1,124,253$35,913 ▼-3.1%9,8610.1%MedicalAVUSAvantis U.S. Equity ETF$1,121,819$303,148 ▼-21.3%11,7900.1%ETFDHRDanaher$1,119,031$11,121 ▲1.0%4,0250.1%Multi-Sector ConglomeratesPGProcter & Gamble$1,073,147$25,807 ▲2.5%6,1960.1%Consumer StaplesMSIMotorola Solutions$1,031,002$40,017 ▼-3.7%2,2930.1%Computer and TechnologyMCDMcDonald's$1,029,244$114,191 ▲12.5%3,3800.1%Retail/WholesaleACNAccenture$1,026,859$96,500 ▲10.4%2,9050.1%Computer and TechnologyQQQInvesco QQQ$1,023,669$244,079 ▲31.3%2,0970.1%FinancePGRProgressive$1,021,384$9,643 ▲1.0%4,0250.1%FinanceCRMSalesforce$1,020,665$91,967 ▲9.9%3,7290.1%Computer and TechnologyBACBank of America$1,011,393$4,014,265 ▼-79.9%25,4890.1%FinanceXLEEnergy Select Sector SPDR Fund$1,001,371$96,581 ▲10.7%11,4050.1%ETFRTXRTX$992,422$45,072 ▼-4.3%8,1910.1%AerospaceIDEViShares Core MSCI International Developed Markets ETF$990,4160.0%13,9830.1%ETFWMTWalmart$986,361$3,391 ▲0.3%12,2150.1%Retail/WholesaleKOCoca-Cola$985,847$40,242 ▲4.3%13,7190.1%Consumer StaplesRSGRepublic Services$972,869$3,013 ▼-0.3%4,8440.1%Business ServicesBKNGBooking$956,151$164,273 ▲20.7%2270.1%Retail/WholesaleDUHPDimensional US High Profitability ETF$936,925$138,563 ▲17.4%27,5000.1%ETFIWMiShares Russell 2000 ETF$923,5410.0%4,1810.1%FinanceMDUMDU Resources Group$917,7140.0%33,4810.1%UtilitiesLOWLowe's Companies$891,909$22,210 ▼-2.4%3,2930.1%Retail/WholesaleORCLOracle$849,614$12,780 ▼-1.5%4,9860.1%Computer and TechnologyIVWiShares S&P 500 Growth ETF$847,388$847,388 ▲New Holding8,8500.1%ETFFFord Motor$841,679$5,016 ▲0.6%79,7040.1%Auto/Tires/TrucksWFCWells Fargo & Company$839,724$8,135 ▼-1.0%14,8650.1%FinanceCOPConocoPhillips$837,397$14,108 ▲1.7%7,9540.1%Oils/EnergyTJXTJX Companies$830,773$54,774 ▲7.1%7,0680.1%Retail/WholesaleDISWalt Disney$827,619$49,538 ▼-5.6%8,6040.1%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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