ANGELES WEALTH MANAGEMENT, LLC Q4 2023 Filing
Filed February 13, 2024
Portfolio Value
$820.8B
Holdings
258
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (258 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XLUSELECT SECTOR SPDR TR | 8 | $507K | 0.00% | |
| 2 | MGKVANGUARD WORLD FD | 348,111 | $90K | 0.00% | |
| 3 | VTVANGUARD INTL EQUITY INDEX F | 845,682 | $87K | 0.00% | |
| 4 | VOOVANGUARD INDEX FDS | 142,360 | $62K | 0.00% | |
| 5 | SPYVSPDR SER TR | 1,337,856 | $62K | 0.00% | |
| 6 | VXUSVANGUARD STAR FDS | 1,046,104 | $60K | 0.00% | |
| 7 | SUBISHARES TR | 480,109 | $50K | 0.00% | |
| 8 | VTVVANGUARD INDEX FDS | 199,990 | $29K | 0.00% | |
| 9 | MSFTMICROSOFT CORP | 67,141 | $25K | 0.00% | |
| 10 | IXUSISHARES TR | 347,101 | $22K | 0.00% | |
| 11 | VGKVANGUARD INTL EQUITY INDEX F | 329,639 | $21K | 0.00% | |
| 12 | SPYSPDR S&P 500 ETF TR | 42,616 | $20K | 0.00% | |
| 13 | URTHISHARES INC | 144,737 | $19K | 0.00% | |
| 14 | AAPLAPPLE INC | 98,408 | $18K | 0.00% | |
| 15 | ARESARES MANAGEMENT CORPORATION | 144,223 | $17K | 0.00% | |
| 16 | SJNKSPDR SER TR | 659,293 | $16K | 0.00% | |
| 17 | BKLNINVESCO EXCH TRADED FD TR II | 654,719 | $13K | 0.00% | |
| 18 | SHYISHARES TR | 148,745 | $12K | 0.00% | |
| 19 | VTIVANGUARD INDEX FDS | 45,566 | $10K | 0.00% | |
| 20 | VGSHVANGUARD SCOTTSDALE FDS | 142,550 | $8K | 0.00% | |
| 21 | AMZNAMAZON COM INC | 49,772 | $7K | 0.00% | |
| 22 | VUGVANGUARD INDEX FDS | 23,996 | $7K | 0.00% | |
| 23 | PFFISHARES TR | 218,456 | $6K | 0.00% | |
| 24 | COSTCOSTCO WHSL CORP NEW | 7,752 | $5K | 0.00% | |
| 25 | GOOGALPHABET INC | 30,624 | $4K | 0.00% | |
| 26 | BACBANK AMERICA CORP | 114,820 | $3K | 0.00% | |
| 27 | SHWSHERWIN WILLIAMS CO | 11,981 | $3K | 0.00% | |
| 28 | NVDANVIDIA CORPORATION | 6,416 | $3K | 0.00% | |
| 29 | HDHOME DEPOT INC | 9,619 | $3K | 0.00% | |
| 30 | TMOTHERMO FISHER SCIENTIFIC INC | 3,781 | $2K | 0.00% | |
| 31 | VVISA INC | 9,619 | $2K | 0.00% | |
| 32 | PEPPEPSICO INC | 11,785 | $2K | 0.00% | |
| 33 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,553 | $2K | 0.00% | |
| 34 | IWBISHARES TR | 9,230 | $2K | 0.00% | |
| 35 | DFUVDIMENSIONAL ETF TRUST | 63,148 | $2K | 0.00% | |
| 36 | JNJJOHNSON & JOHNSON | 14,802 | $2K | 0.00% | |
| 37 | IVVISHARES TR | 5,099 | $2K | 0.00% | |
| 38 | MRKMERCK & CO INC | 24,335 | $2K | 0.00% | |
| 39 | GOOGLALPHABET INC | 17,990 | $2K | 0.00% | |
| 40 | CLCOLGATE PALMOLIVE CO | 22,698 | $1K | 0.00% | |
| 41 | ABBVABBVIE INC | 8,771 | $1K | 0.00% | |
| 42 | AMBPARDAGH METAL PACKAGING S A | 485,135 | $1K | 0.00% | |
| 43 | SPYGSPDR SER TR | 17,264 | $1K | 0.00% | |
| 44 | ISRGINTUITIVE SURGICAL INC | 4,619 | $1K | 0.00% | |
| 45 | FNDXSCHWAB STRATEGIC TR | 19,218 | $1K | 0.00% | |
| 46 | METAMETA PLATFORMS INC | 5,403 | $1K | 0.00% | |
| 47 | BXBLACKSTONE INC | 11,383 | $1K | 0.00% | |
| 48 | MCOMOODYS CORP | 3,835 | $1K | 0.00% | |
| 49 | VYMVANGUARD WHITEHALL FDS | 12,120 | $1K | 0.00% | |
| 50 | NVONOVO-NORDISK A S | 14,126 | $1K | 0.00% | |
| 51 | NDQINVESCO QQQ TR | 2,679 | $1K | 0.00% | |
| 52 | ACWVISHARES INC | 11,657 | $1K | 0.00% | |
| 53 | XOMEXXON MOBIL CORP | 18,290 | $1K | 0.00% | |
| 54 | NKENIKE INC | 14,229 | $1K | 0.00% | |
| 55 | VIGVANGUARD SPECIALIZED FUNDS | 7,475 | $1K | 0.00% | |
| 56 | IWDISHARES TR | 10,080 | $1K | 0.00% | |
| 57 | LLYELI LILLY & CO | 3,409 | $1K | 0.00% | |
| 58 | IWFISHARES TR | 4,242 | $1K | 0.00% | |
| 59 | JPMJPMORGAN CHASE & CO | 10,549 | $1K | 0.00% | |
| 60 | PWRQUANTA SVCS INC | 5,785 | $1K | 0.00% | |
| 61 | MAMASTERCARD INCORPORATED | 3,999 | $1K | 0.00% | |
| 62 | AVUSAMERICAN CENTY ETF TR | 15,428 | $1K | 0.00% | |
| 63 | UNPUNION PAC CORP | 5,717 | $1K | 0.00% | |
| 64 | LGIHLGI HOMES INC | 8,163 | $1K | 0.00% | |
| 65 | CITCINTAS CORP | 1,962 | $1K | 0.00% | |
| 66 | SPYDSPDR SER TR | 971 | $0 | 0.00% | |
| 67 | REGNREGENERON PHARMACEUTICALS | 314 | $0 | 0.00% | |
| 68 | DVYEISHARES INC | 5,797 | $0 | 0.00% | |
| 69 | VBRVANGUARD INDEX FDS | 1,978 | $0 | 0.00% | |
| 70 | DOWDOW INC | 4,750 | $0 | 0.00% | |
| 71 | VWOVANGUARD INTL EQUITY INDEX F | 4,465 | $0 | 0.00% | |
| 72 | AQLTISHARES TR | 1,187 | $0 | 0.00% | |
| 73 | ORCLORACLE CORP | 3,026 | $0 | 0.00% | |
| 74 | IDEVISHARES TR | 13,983 | $0 | 0.00% | |
| 75 | 8CWCROWN CASTLE INC | 2,320 | $0 | 0.00% | |
| 76 | 4I1PHILIP MORRIS INTL INC | 4,322 | $0 | 0.00% | |
| 77 | EFAISHARES TR | 2,895 | $0 | 0.00% | |
| 78 | SCHFSCHWAB STRATEGIC TR | 63 | $0 | 0.00% | |
| 79 | BMYBRISTOL-MYERS SQUIBB CO | 10,321 | $0 | 0.00% | |
| 80 | ODFLOLD DOMINION FREIGHT LINE IN | 1,279 | $0 | 0.00% | |
| 81 | EFVISHARES TR | 16,964 | $0 | 0.00% | |
| 82 | BABOEING CO | 1,463 | $0 | 0.00% | |
| 83 | EXIISHARES TR | 247 | $0 | 0.00% | |
| 84 | AMDADVANCED MICRO DEVICES INC | 3,996 | $0 | 0.00% | |
| 85 | DUHPDIMENSIONAL ETF TRUST | 11,680 | $0 | 0.00% | |
| 86 | IJTISHARES TR | 2,079 | $0 | 0.00% | |
| 87 | PGPROCTER AND GAMBLE CO | 3,683 | $0 | 0.00% | |
| 88 | VOTVANGUARD INDEX FDS | 72 | $0 | 0.00% | |
| 89 | SOXXISHARES TR | 319 | $0 | 0.00% | |
| 90 | XLISELECT SECTOR SPDR TR | 396 | $0 | 0.00% | |
| 91 | MUMICRON TECHNOLOGY INC | 3,109 | $0 | 0.00% | |
| 92 | XLCSELECT SECTOR SPDR TR | 308 | $0 | 0.00% | |
| 93 | XLFISELECT SECTOR SPDR TR | 27 | $0 | 0.00% | |
| 94 | NOWSERVICENOW INC | 977 | $0 | 0.00% | |
| 95 | CSXCSX CORP | 10,797 | $0 | 0.00% | |
| 96 | TXNTEXAS INSTRS INC | 1,314 | $0 | 0.00% | |
| 97 | IXNISHARES TR | 1,420 | $0 | 0.00% | |
| 98 | OEFISHARES TR | 43 | $0 | 0.00% | |
| 99 | IYCISHARES TR | 322 | $0 | 0.00% | |
| 100 | BACVERIZON COMMUNICATIONS INC | 6,280 | $0 | 0.00% |
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