ANGELES WEALTH MANAGEMENT LLC
Stock Holdings
Option Holdings
Activity
Charts
All
Open
Closed
Added
Reduced
Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Powered by unusualwhales.com | |||||||||||||||
MGK | VANGUARD WORLD FUND | 534,450 | +15,775 | +3.04% | $250.34 | 13.72% | 0.74% | 165,080,801 | 2025-03-31 | ||||||
VT | VANGUARD TOTAL WORLD STOCK INDEX FUND | 1,286,338 | +64,466 | +5.28% | $100.58 | 12.39% | 0.37% | 149,150,853 | 2025-03-31 | ||||||
SPYV | SPDR(R) PORTFOLIO S&P 500 VALUE ETF | 1,917,743 | +132,476 | +7.42% | $43.25 | 8.14% | 0.39% | 97,939,135 | 2025-03-31 | ||||||
VOO | VANGUARD 500 INDEX FUND | 143,042 | +3,559 | +2.55% | $414.27 | 6.11% | 0.01% | 73,510,714 | 2025-03-31 | ||||||
VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | 1,177,329 | +71,329 | +6.45% | $57.54 | 6.07% | 0.09% | 73,112,132 | 2025-03-31 | ||||||
SCHG | SCHWAB US LARGE-CAP GROWTH ETF | 2,665,995 | +666,011 | +33.30% | $24.28 | 5.55% | 0.00% | 66,756,515 | 2025-03-31 | ||||||
VTV | VANGUARD VALUE INDEX FUND | 182,904 | -2,293 | -1.24% | $141.40 | 2.63% | 0.02% | 31,594,837 | 2025-03-31 | ||||||
ARES | ARES MANAGEMENT | 214,054 | +40,711 | +23.49% | $99.33 | 2.61% | 0.10% | 31,382,457 | 2025-03-31 | ||||||
VGK | VANGUARD EUROPEAN STOCK INDEX FUND | 444,409 | +27,502 | +6.60% | $62.48 | 2.59% | 0.16% | 31,201,956 | 2025-03-31 | ||||||
AAPL | APPLE | 133,146 | +3,284 | +2.53% | $176.00 | 2.46% | 0.00% | 29,575,721 | 2025-03-31 | ||||||
MSFT | MICROSOFT | 77,509 | -601 | -0.77% | $318.65 | 2.42% | 0.00% | 29,096,054 | 2025-03-31 | ||||||
SPY | SPDR S&P 500 ETF | 43,922 | -10 | -0.02% | $441.04 | 2.04% | 0.00% | 24,569,376 | 2025-03-31 | ||||||
MUB | ISHARES NATIONAL MUNI BOND ETF | 216,609 | -207,376 | -48.91% | $107.77 | 1.90% | 0.06% | 22,839,253 | 2025-03-31 | ||||||
SJNK | SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | 775,866 | +22,486 | +2.98% | $26.13 | 1.62% | 0.40% | 19,520,789 | 2025-03-31 | ||||||
EWJ | ISHARES MSCI JAPAN ETF | 280,927 | +15,741 | +5.94% | $68.06 | 1.60% | 0.14% | 19,260,355 | 2025-03-31 | ||||||
URTH | ISHARES MSCI WORLD ETF | 112,892 | -4,525 | -3.85% | $114.73 | 1.44% | 0.41% | 17,292,797 | 2025-03-31 | ||||||
IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 191,876 | -857 | -0.44% | $54.96 | 1.11% | 0.04% | 13,394,864 | 2025-03-31 | ||||||
VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 44,511 | -78 | -0.17% | $223.57 | 1.02% | 0.00% | 12,233,314 | 2025-03-31 | ||||||
NVDA | NVIDIA | 100,627 | +7,428 | +7.97% | $54.16 | 0.91% | 0.00% | 10,905,901 | 2025-03-31 | ||||||
AMZN | AMAZON | 50,113 | +67 | +0.13% | $155.16 | 0.79% | 0.00% | 9,534,499 | 2025-03-31 | ||||||
COST | COSTCO WHOLESALE | 9,840 | +153 | +1.58% | $597.78 | 0.77% | 0.00% | 9,306,475 | 2025-03-31 | ||||||
VUG | VANGUARD GROWTH INDEX FUND | 19,841 | +167 | +0.85% | $270.98 | 0.61% | 0.01% | 7,357,440 | 2025-03-31 | ||||||
BRK.B | BERKSHIRE HATHAWAY | 13,429 | -362 | -2.62% | $0.00 | 0.59% | 0.00% | 7,152,017 | 2025-03-31 | ||||||
BKLN | INVESCO SENIOR LOAN ETF | 316,317 | +4,558 | +1.46% | $21.53 | 0.54% | 0.08% | 6,547,762 | 2025-03-31 | ||||||
PFF | ISHARES PREFERRED AND INCOME SECURITIES ETF | 204,664 | +4,540 | +2.27% | $35.52 | 0.52% | 0.04% | 6,289,325 | 2025-03-31 | ||||||
GOOG | ALPHABET | 39,884 | +84 | +0.21% | $141.20 | 0.52% | 0.00% | 6,231,077 | 2025-03-31 | ||||||
V | VISA | 16,128 | +200 | +1.26% | $243.79 | 0.47% | 0.00% | 5,652,219 | 2025-03-31 | ||||||
SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 66,293 | +9,133 | +15.98% | $81.64 | 0.46% | 0.02% | 5,484,420 | 2025-03-31 | ||||||
META | META | 9,501 | +162 | +1.73% | $347.48 | 0.45% | 0.00% | 5,475,996 | 2025-03-31 | ||||||
TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | 48,263 | +3,565 | +7.98% | $106.65 | 0.42% | 0.05% | 5,007,286 | 2025-03-31 | ||||||
BABA | ALIBABA | 37,499 | -502 | -1.32% | $97.94 | 0.41% | 0.00% | 4,958,493 | 2025-03-31 | ||||||
GOOGL | ALPHABET | 31,996 | +103 | +0.32% | $142.50 | 0.41% | 0.00% | 4,947,861 | 2025-03-31 | ||||||
HD | HOME DEPOT | 12,255 | -95 | -0.77% | $346.57 | 0.37% | 0.00% | 4,491,335 | 2025-03-31 | ||||||
JPM | JPMORGAN CHASE | 17,987 | +47 | +0.26% | $168.59 | 0.37% | 0.00% | 4,412,211 | 2025-03-31 | ||||||
SHW | SHERWIN WILLIAMS | 12,186 | +8 | +0.07% | $279.58 | 0.35% | 0.00% | 4,255,229 | 2025-03-31 | ||||||
LLY | ELI LILLY | 5,126 | +369 | +7.76% | $475.18 | 0.35% | 0.00% | 4,233,615 | 2025-03-31 | ||||||
BRK.A | BERKSHIRE HATHAWAY | 5 | +5 | Open | $734,810.30 | 0.33% | 0.00% | 3,992,208 | 2025-03-31 | ||||||
XOM | EXXON MOBIL | 30,241 | +399 | +1.34% | $100.07 | 0.30% | 0.00% | 3,596,520 | 2025-03-31 | ||||||
MA | MASTERCARD | 6,304 | +22 | +0.35% | $399.62 | 0.29% | 0.00% | 3,455,348 | 2025-03-31 | ||||||
IWF | ISHARES RUSSELL 1000 GROWTH ETF | 9,026 | +102 | +1.14% | $309.30 | 0.27% | 0.00% | 3,259,223 | 2025-03-31 | ||||||
WFC | WELLS FARGO | 44,639 | +170 | +0.38% | $63.46 | 0.27% | 0.00% | 3,204,634 | 2025-03-31 | ||||||
ABBV | ABBVIE | 14,917 | +649 | +4.55% | $157.56 | 0.26% | 0.00% | 3,125,410 | 2025-03-31 | ||||||
SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 28,274 | +3,223 | +12.87% | $104.49 | 0.25% | 0.03% | 2,985,734 | 2025-03-31 | ||||||
MRK | MERCK & CO | 32,835 | -2,030 | -5.82% | $91.58 | 0.24% | 0.00% | 2,947,270 | 2025-03-31 | ||||||
JNJ | JOHNSON & JOHNSON | 16,393 | +227 | +1.40% | $165.09 | 0.23% | 0.00% | 2,718,615 | 2025-03-31 | ||||||
AVGO | BROADCOM | 15,712 | +448 | +2.94% | $133.99 | 0.22% | 0.00% | 2,630,660 | 2025-03-31 | ||||||
CL | COLGATE PALMOLIVE | 26,355 | -36 | -0.14% | $80.66 | 0.21% | 0.00% | 2,469,464 | 2025-03-31 | ||||||
TSLA | TESLA | 9,145 | -254 | -2.70% | $251.28 | 0.20% | 0.00% | 2,370,018 | 2025-03-31 | ||||||
NFLX | NETFLIX | 2,463 | +43 | +1.78% | $441.74 | 0.19% | 0.00% | 2,296,821 | 2025-03-31 | ||||||
PEP | PEPSICO | 14,741 | +740 | +5.29% | $168.94 | 0.18% | 0.00% | 2,210,266 | 2025-03-31 |