Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: ANGELES WEALTH MANAGEMENT LLC
  City: SANTA MONICA
  State: CA
  Zip: 90401
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $820,782,000
  Total Value Change : $112,948,000
  Securities Held Change : 34
   
All Securities Held : 258
  New Positions : 53
  Closed Positions : 20
  Increased Positions : 99
  Unchanged Positions : 39
  Decreased Positions : 67

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 53     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (AMBP)1 Year Chart         AMBP Gores Holdings V Inc. 41 New $3.96 $1,863,000 485,135 0.23% 1,863,000 485,135 0.08    N/A
   (AVUS)1 Year Chart         AVUS Avantis Us Equity Etf 57 New $0.00 $1,258,000 15,428 0.15% 1,258,000 15,428 0.017    N/A
   (USFR)1 Year Chart         USFR Wisdomtree Bloomberg Floati... 70 New $50.39 $928,000 18,472 0.11% 928,000 18,472 0.004    N/A
   (DFIC)1 Year Chart         DFIC Dfa Dimensional Internation... 77 New $0.00 $824,000 32,267 0.1% 824,000 32,267 0.004    N/A
   (PKI)1 Year Chart         PKI Perkinelmer Inc 94 New $103.17 $624,000 5,709 0.08% 624,000 5,709 0.005    Scientific & Technica...
   (DFEM)1 Year Chart         DFEM Dfa Dimensional Emerging Ma... 99 New $0.00 $587,000 23,526 0.07% 587,000 23,526 0.026    N/A
   (FNF)1 Year Chart         FNF Fidelity National Financial... 123 New $52.15 $408,000 8,000 0.05% 408,000 8,000 0.003    Surety & Title Insurance
   (GOVT)1 Year Chart         GOVT Ishares Barclays Us Treasur... 130 New $0.00 $381,000 16,516 0.05% 381,000 16,516 0    N/A
   (DUHP)1 Year Chart         DUHP Dfa Dimensional Us High Pro... 141 New $0.00 $334,000 11,680 0.04% 334,000 11,680 0.01    N/A
   (IWZ)1 Year Chart         IWZ iShares Russell 3000 Growth 143 New $117.13 $327,000 3,146 0.04% 327,000 3,146 0    Closed - End Fund - E...
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf 150 New $91.61 $316,000 3,518 0.04% 316,000 3,518 0.004    N/A
   (CCI)1 Year Chart         CCI Crown Castle International ... 157 New $96.15 $267,000 2,320 0.03% 267,000 2,320 0.001    Integrated Telecommun...
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 158 New $214.21 $266,000 1,390 0.03% 266,000 1,390 0.002    Closed - End Fund - E...
   (SAP)1 Year Chart         SAP SAP AG (ADR) 159 New $187.54 $266,000 1,721 0.03% 266,000 1,721 0    Application Software
   (MU)1 Year Chart         MU Micron Technology Inc 160 New $119.21 $265,000 3,109 0.03% 265,000 3,109 0    Semiconductor - Memor...
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 161 New $48.00 $263,000 5,535 0.03% 263,000 5,535 0.029    N/A
   (MS)1 Year Chart         MS Morgan Stanley 165 New $95.79 $260,000 2,789 0.03% 260,000 2,789 0    Investment Brokerage ...
   (DOW)1 Year Chart         DOW DOW Inc 163 New $58.36 $260,000 4,750 0.03% 260,000 4,750 0.005    Diversified Chemicals
   (LOW)1 Year Chart         LOW Lowes Companies Inc 167 New $231.46 $258,000 1,158 0.03% 258,000 1,158 0.001    Home Improvement Stores
   (GE)1 Year Chart         GE General Electric Co 170 New $168.78 $255,000 1,997 0.03% 255,000 1,997 0    Conglomerates
   (WDAY)1 Year Chart         WDAY Workday, Inc. 174 New $249.43 $247,000 893 0.03% 247,000 893 0    Application Software
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 175 New $70.43 $244,000 3,966 0.03% 244,000 3,966 0.001    N/A
   (CMI)1 Year Chart         CMI Cummins Inc 177 New $286.91 $241,000 1,005 0.03% 241,000 1,005 0.001    Diversified Machinery
   (SHEL)1 Year Chart         SHEL Shell plc 180 New $72.97 $238,000 3,612 0.03% 238,000 3,612 0    Integrated Oil & Gas
   (AXP)1 Year Chart         AXP American Express Co 184 New $234.66 $228,000 1,219 0.03% 228,000 1,219 0    Credit Services
   (TMUS)1 Year Chart         TMUS T-Mobile Us Inc 186 New $162.19 $226,000 1,407 0.03% 226,000 1,407 0    Wireless Communications
   (ETN)1 Year Chart         ETN Eaton Corp 189 New $327.43 $223,000 928 0.03% 223,000 928 0    Diversified Machinery
   (WFC)1 Year Chart         WFC Wells Fargo & Co 188 New $60.26 $223,000 4,534 0.03% 223,000 4,534 0    Domestic Money Center...
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 191 New $207.32 $207,000 1,278 0.03% 207,000 1,278 0    Semiconductor Equipme...
   (DISV)1 Year Chart         DISV Dfa Dimensional Internation... 197 New $0.00 $185,000 7,175 0.02% 185,000 7,175 0.008    N/A
   (DIHP)1 Year Chart         DIHP Dfa Dimensional Internatl H... 200 New $0.00 $183,000 7,130 0.02% 183,000 7,130 0.008    N/A
   (NOK)1 Year Chart         NOK Nokia Corporation (ADR) 208 New $3.74 $126,000 36,794 0.02% 126,000 36,794 0.007    Communication Equipment
   (BBRE)1 Year Chart         BBRE Jpmorgan Betabuilders Msci ... 210 New $0.00 $123,000 1,379 0.01% 123,000 1,379 0.001    N/A
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 215 New $0.00 $88,000 1,126 0.01% 88,000 1,126 0    N/A
   (IYF)1 Year Chart         IYF iShares Dow Jones US Financ... 218 New $93.74 $78,000 913 0.01% 78,000 913 0.001    Closed - End Fund - E...
   (IYH)1 Year Chart         IYH iShares Dow Jones US Health... 219 New $60.00 $76,000 266 0.01% 76,000 266 0.003    Closed - End Fund - E...
   (VCR)1 Year Chart         VCR Vanguard Cnsmr Discre VIPERs 230 New $308.60 $38,000 126 0% 38,000 126 0    Closed - End Fund - E...
   (IYK)1 Year Chart         IYK iShares Dow Jones US Non-Co... 231 New $67.19 $36,000 187 0% 36,000 187 0.002    Closed - End Fund - E...
   (FNDF)1 Year Chart         FNDF Schwab Fundamental Internat... 232 New $35.71 $34,000 1,000 0% 34,000 1,000 0    N/A
   (VOX)1 Year Chart         VOX Vanguard Telecom Services ETF 233 New $132.59 $32,000 275 0% 32,000 275 0.001    Closed - End Fund - E...
   (EXI)1 Year Chart         EXI iShares S&P Global Industri... 234 New $136.03 $31,000 247 0% 31,000 247 0.008    Closed - End Fund - E...
   (IYC)1 Year Chart         IYC iShares Dow Jones US Consum... 240 New $79.65 $24,000 322 0% 24,000 322 0.001    Closed - End Fund - E...
   (XLRE)1 Year Chart         XLRE Real Estate Select Sector S... 243 New $37.42 $22,000 543 0% 22,000 543 0    N/A
   (JEPI)1 Year Chart         JEPI Jpmorgan Equity Premium Inc... 241 New $0.00 $22,000 400 0% 22,000 400 0    N/A
   (VAW)1 Year Chart         VAW Vanguard Materials VIPERS 245 New $200.65 $15,000 81 0% 15,000 81 0    Closed - End Fund - E...
   (VTWO)1 Year Chart         VTWO Vanguard Russell 2000 Etf 247 New $82.84 $13,000 156 0% 13,000 156 0    N/A
   (DFAR)1 Year Chart         DFAR Dfa Dimensional Us Real Est... 246 New $0.00 $13,000 569 0% 13,000 569 0.001    N/A
   (MDYG)1 Year Chart         MDYG streetTRACKS Series Trust -... 250 New $85.63 $6,000 81 0% 6,000 81 0    Closed - End Fund - E...
   (FLRN)1 Year Chart         FLRN Spdr Barclays Investment Gr... 251 New $30.75 $5,000 161 0% 5,000 161 0    N/A
   (XOVR)1 Year Chart         XOVR Spdr Bofa Merrill Lynch Cro... 253 New $23.24 $4,000 174 0% 4,000 174 0    N/A
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector 257 New $76.75 $2,000 27 0% 2,000 27 0    Closed - End Fund - E...
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 256 New $38.89 $2,000 63 0% 2,000 63 0    Closed - End Fund - Debt
   (XLU)1 Year Chart         XLU SPDR Utilities Select 258 New $69.54 $1,000 8 0% 1,000 8 0    Closed - End Fund - E...
      53 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us