ANGELES WEALTH MANAGEMENT, LLC Portfolio Holdings
Q3 2025•407 long positions•$1.6B portfolio value
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Holding452 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $232.9M 14.28% | +$1.3M Bought | — 578.7K shares | 575.4K → 578.7K +$1.3M | +0.56% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $186.5M 11.44% | +$4.0M Bought | — 1.4M shares | 1.3M → 1.4M +$4.0M | +2.22% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $104.4M 6.4% | +$5.7M Bought | — 1.9M shares | 1.8M → 1.9M +$5.7M | +5.78% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $94.5M 5.8% | +$3.3M Bought | — 1.3M shares | 1.2M → 1.3M +$3.3M | +3.58% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $85.4M 5.24% | +$644.8K Bought | — 139.5K shares | 138.5K → 139.5K +$644.8K | +0.76% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $71.0M 4.35% | +$9.1M Bought | — 666.5K shares | 581.1K → 666.5K +$9.1M | +14.69% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $69.6M 4.26% | +$2.9M Bought | — 2.2M shares | 2.1M → 2.2M +$2.9M | +4.4% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $55.8M 3.42% | +$3.3M Bought | — 698.7K shares | 657.7K → 698.7K +$3.3M | +6.23% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $49.7M 3.05% | -$319.6K Sold | — 266.3K shares | 268.0K → 266.3K −$319.6K | -0.64% | — — | Q2 2022 Held for 3y 5m | |
Software - Infrastructure Technology | $46.2M 2.83% | +$2.2M Bought | 0.001% 89.1K shares | 84.9K → 89.1K +$2.2M | +4.95% | $3.85T Mega Cap | Q1 2022 Held for 3y 8m | |
Consumer Electronics Technology | $37.8M 2.32% | +$2.2M Bought | 0.001% 148.6K shares | 139.8K → 148.6K +$2.2M | +6.27% | $3.78T Mega Cap | Q1 2022 Held for 3y 8m | |
Asset Management Financial Services | $34.1M 2.09% | -$105.8K Sold | 0.097% 213.4K shares | 214.1K → 213.4K −$105.8K | -0.31% | $35.1B Large Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $31.0M 1.9% | +$1.9M Bought | — 46.5K shares | 43.6K → 46.5K +$1.9M | +6.61% | — — | Q1 2022 Held for 3y 8m | |
Semiconductors Technology | $26.2M 1.6% | +$4.8M Bought | 0.001% 140.2K shares | 114.5K → 140.2K +$4.8M | +22.45% | $4.54T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $24.7M 1.51% | +$1.1M Bought | — 307.8K shares | 294.1K → 307.8K +$1.1M | +4.65% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $23.2M 1.42% | +$3.2M Bought | — 905.2K shares | 781.3K → 905.2K +$3.2M | +15.86% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $21.6M 1.33% | -$49.7K Sold | — 119.0K shares | 119.3K → 119.0K −$49.7K | -0.23% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $17.9M 1.1% | -$13.5K Sold | — 54.6K shares | 54.6K → 54.6K −$13.5K | -0.08% | — — | Q1 2022 Held for 3y 8m | |
Specialty Retail Consumer Cyclical | $15.1M 0.926% | +$2.6M Bought | 0.001% 68.8K shares | 56.9K → 68.8K +$2.6M | +20.95% | $2.34T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $15.1M 0.926% | -$443.5K Sold | — 182.9K shares | 188.2K → 182.9K −$443.5K | -2.85% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $12.6M 0.771% | -$134.3K Sold | — 26.2K shares | 26.5K → 26.2K −$134.3K | -1.06% | — — | Q1 2022 Held for 3y 8m | |
Insurance - Diversified Financial Services | $11.1M 0.681% | +$4.5M Bought | 0.001% 22.1K shares | 13.1K → 22.1K +$4.5M | +68.77% | $1.08T Mega Cap | Q1 2022 Held for 3y 8m | |
Internet Content & Information Communication Services | $10.0M 0.616% | +$80.4K Bought | 0.0% 41.2K shares | 40.9K → 41.2K +$80.4K | +0.81% | $2.95T Mega Cap | Q1 2022 Held for 3y 8m | |
Discount Stores Consumer Defensive | $9.6M 0.591% | -$17.6K Sold | 0.002% 10.4K shares | 10.4K → 10.4K −$17.6K | -0.18% | $410.27B Mega Cap | Q1 2022 Held for 3y 8m | |
Internet Content & Information Communication Services | $9.5M 0.584% | +$1.1M Bought | 0.0% 39.2K shares | 34.8K → 39.2K +$1.1M | +12.74% | $2.95T Mega Cap | Q1 2022 Held for 3y 8m | |
Banks - Diversified Financial Services | $9.1M 0.556% | +$3.4M Bought | 0.001% 28.7K shares | 17.9K → 28.7K +$3.4M | +61.01% | $867.35B Mega Cap | Q1 2022 Held for 3y 8m | |
Internet Content & Information Communication Services | $9.0M 0.552% | +$1.9M Bought | 0.0% 12.3K shares | 9.6K → 12.3K +$1.9M | +27.57% | $1.84T Mega Cap | Q1 2022 Held for 3y 8m | |
Financial - Credit Services Financial Services | $8.2M 0.501% | +$1.9M Bought | 0.001% 23.9K shares | 18.2K → 23.9K +$1.9M | +31.12% | $662.60B Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $7.6M 0.463% | +$1.1M Bought | — 361.0K shares | 310.5K → 361.0K +$1.1M | +16.27% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $7.4M 0.455% | +$907.0K Bought | — 234.9K shares | 206.2K → 234.9K +$907.0K | +13.91% | — — | Q1 2022 Held for 3y 8m | |
Unknown Unknown | $6.7M 0.414% | +$11.4K Bought | — 37.7K shares | 37.7K → 37.7K +$11.4K | +0.17% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $6.7M 0.408% | +$281.7K Bought | 0.0% 20.2K shares | 19.3K → 20.2K +$281.7K | +4.42% | $1.56T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $5.7M 0.348% | +$166.4K Bought | — 68.4K shares | 66.4K → 68.4K +$166.4K | +3.02% | — — | Q2 2022 Held for 3y 5m | |
Home Improvement Consumer Cyclical | $5.1M 0.315% | +$30.8K Bought | 0.001% 12.7K shares | 12.6K → 12.7K +$30.8K | +0.6% | $403.32B Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $5.0M 0.309% | +$584.0K Bought | — 84.0K shares | 74.2K → 84.0K +$584.0K | +13.13% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $5.0M 0.308% | +$534.1K Bought | — 48.8K shares | 43.6K → 48.8K +$534.1K | +11.89% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $4.8M 0.295% | -$647.8K Sold | — 45.0K shares | 51.1K → 45.0K −$647.8K | -11.87% | — — | Q2 2022 Held for 3y 5m | |
Auto - Manufacturers Consumer Cyclical | $4.8M 0.293% | +$104.1K Bought | 0.0% 10.7K shares | 10.5K → 10.7K +$104.1K | +2.23% | $1.48T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $4.6M 0.282% | +$70.7K Bought | — 9.8K shares | 9.7K → 9.8K +$70.7K | +1.56% | — — | Q1 2022 Held for 3y 8m | |
Chemicals - Specialty Basic Materials | $4.2M 0.26% | +$9.7K Bought | 0.005% 12.3K shares | 12.2K → 12.3K +$9.7K | +0.23% | $86.3B Large Cap | Q1 2022 Held for 3y 8m | |
Drug Manufacturers - General Healthcare | $4.2M 0.256% | -$185.4K Sold | 0.001% 5.5K shares | 5.7K → 5.5K −$185.4K | -4.25% | $684.00B Mega Cap | Q1 2022 Held for 3y 8m | |
Financial - Credit Services Financial Services | $3.9M 0.241% | -$43.2K Sold | 0.001% 6.9K shares | 7.0K → 6.9K −$43.2K | -1.09% | $514.21B Mega Cap | Q1 2022 Held for 3y 8m | |
Semiconductors Technology | $3.9M 0.237% | +$2.3M Bought | — 13.8K shares | 5.5K → 13.8K +$2.3M | +149.27% | — — | Q4 2022 Held for 2y 11m | |
Banks - Diversified Financial Services | $3.8M 0.234% | +$9.2K Bought | 0.001% 45.6K shares | 45.5K → 45.6K +$9.2K | +0.24% | $268.51B Mega Cap | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $3.8M 0.231% | — | 0.0% 5.0 shares | — | — | $1.08T Mega Cap | Q1 2025 Held for 8 months | |
Aerospace & Defense Industrials | $3.5M 0.212% | +$2.3M Bought | 0.001% 11.5K shares | 3.7K → 11.5K +$2.3M | +212.69% | $319.00B Mega Cap | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $3.4M 0.211% | +$103.7K Bought | 0.001% 14.9K shares | 14.4K → 14.9K +$103.7K | +3.1% | $409.03B Mega Cap | Q1 2022 Held for 3y 8m | |
Entertainment Communication Services | $3.1M 0.191% | -$130.7K Sold | 0.001% 2.6K shares | 2.7K → 2.6K −$130.7K | -4.03% | $509.45B Mega Cap | Q4 2022 Held for 2y 11m | |
Drug Manufacturers - General Healthcare | $2.9M 0.18% | +$138.1K Bought | 0.001% 15.8K shares | 15.1K → 15.8K +$138.1K | +4.94% | $446.55B Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $2.9M 0.179% | +$639.8K Bought | — 4.4K shares | 3.4K → 4.4K +$639.8K | +28.13% | — — | Q1 2022 Held for 3y 8m |
