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  Name: ANGELES WEALTH MANAGEMENT LLC
  City: SANTA MONICA
  State: CA
  Zip: 90401
   
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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
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Holdings Found : 20     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DGRW)1 Year Chart         DGRW Wisdomtree Us Dividend Grow... 267 Closed $74.65 $0 0 0% -25,000 -398 0    N/A
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... 273 Closed $110.12 $0 0 0% -80,000 -727 0    Closed - End Fund - E...
   (PRFZ)1 Year Chart         PRFZ Invesco FTSE RAFI US 1500 S... 260 Closed $36.72 $0 0 0% -55,000 -1,655 0    Closed - End Fund - E...
   (MDT)1 Year Chart         MDT Medtronic Plc 266 Closed $81.76 $0 0 0% -226,000 -2,888 0    Medical Appliances & ...
   (MO)1 Year Chart         MO Altria Group Inc 272 Closed $43.49 $0 0 0% -266,000 -6,329 0    Cigarettes & Other To...
   (GM)1 Year Chart         GM General Motors Co 259 Closed $42.66 $0 0 0% -204,000 -6,201 0    Auto Manufacturers
   (IEF)1 Year Chart         IEF iShares Lehman 7-10 Year Tr... 278 Closed $92.54 $0 0 0% -35,000 -386 0    Closed - End Fund - E...
   (HAL)1 Year Chart         HAL Halliburton Co 265 Closed $36.92 $0 0 0% -214,000 -5,285 0    Oil & Gas Equipment &...
   (XLB)1 Year Chart         XLB SPDR Materials Select Sector 271 Closed $90.07 $0 0 0% -13,000 -162 0    Closed - End Fund - E...
   (IXP)1 Year Chart         IXP iShares Tr S&P Glbl Technlg 277 Closed $85.54 $0 0 0% -16,000 -236 0    Closed - End Fund - E...
   (VDC)1 Year Chart         VDC Vangaurd Cnsmr Staples VIPER 264 Closed $202.39 $0 0 0% -34,000 -184 0    Closed - End Fund - E...
   (ON)1 Year Chart         ON On Semiconductor Corp 270 Closed $69.67 $0 0 0% -396,000 -4,256 0    Semiconductor- Broad...
   (EQWM)1 Year Chart         EQWM Invesco Russell Midcap Equa... 276 Closed $106.65 $0 0 0% -43,000 -540 0    N/A
   (VIS)1 Year Chart         VIS Vanguard Industrials ETF 263 Closed $240.07 $0 0 0% -43,000 -223 0    Closed - End Fund - E...
   (DBAW)1 Year Chart         DBAW Deutsche X-Trackers Msci Al... 269 Closed $33.19 $0 0 0% -225,000 -7,875 0    N/A
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 275 Closed $164.04 $0 0 0% -110,000 -774 0    Closed - End Fund - E...
   (DFIV)1 Year Chart         DFIV Dimensional International V... 262 Closed $37.06 $0 0 0% 0 0 0    N/A
   (BIN)1 Year Chart         BIN Waste Connections, Inc 268 Closed $166.61 $0 0 0% -321,000 -2,391 0    Waste Management
   (C)1 Year Chart         C Citigroup Inc 274 Closed $62.81 $0 0 0% -221,000 -5,377 0    Domestic Money Center...
   (MBB)1 Year Chart         MBB iShares Barclays MBS Bond 261 Closed $90.60 $0 0 0% -48,000 -544 0    Closed - End Fund - E...

      20 Records Found
  1    
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