$571 Million is the total value of ANGELES WEALTH MANAGEMENT, LLC's 211 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWB | New | ISHARES TRrus 1000 etf | $1,882,049 | – | 8,940 | +100.0% | 0.33% | – |
| DE | New | DEERE & CO | $1,328,298 | – | 3,098 | +100.0% | 0.23% | – |
| BX | New | BLACKSTONE INC | $871,733 | – | 11,750 | +100.0% | 0.15% | – |
| NFLX | New | NETFLIX INC | $292,521 | – | 992 | +100.0% | 0.05% | – |
| NVS | New | NOVARTIS AGsponsored adr | $282,048 | – | 3,109 | +100.0% | 0.05% | – |
| LMT | New | LOCKHEED MARTIN CORP | $270,975 | – | 557 | +100.0% | 0.05% | – |
| MTD | New | METTLER TOLEDO INTERNATIONAL | $258,736 | – | 179 | +100.0% | 0.04% | – |
| BA | New | BOEING CO | $250,113 | – | 1,313 | +100.0% | 0.04% | – |
| HON | New | HONEYWELL INTL INC | $252,017 | – | 1,176 | +100.0% | 0.04% | – |
| ICSH | New | ISHARES TRblackrock ultra | $239,191 | – | 4,780 | +100.0% | 0.04% | – |
| ORCL | New | ORACLE CORP | $224,295 | – | 2,744 | +100.0% | 0.04% | – |
| BOMN | New | BOSTON OMAHA CORP | $217,539 | – | 8,209 | +100.0% | 0.04% | – |
| MO | New | ALTRIA GROUP INC | $207,935 | – | 4,549 | +100.0% | 0.04% | – |
| SCHW | New | SCHWAB CHARLES CORP | $202,322 | – | 2,430 | +100.0% | 0.04% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $189,952 | – | 2,240 | +100.0% | 0.03% | – |
| IGV | New | ISHARES TRexpanded tech | $114,109 | – | 446 | +100.0% | 0.02% | – |
| BIL | New | SPDR SER TRbloomberg 1-3 mo | $105,191 | – | 1,150 | +100.0% | 0.02% | – |
| SHV | New | ISHARES TRshort treas bd | $99,917 | – | 909 | +100.0% | 0.02% | – |
| WIT | New | WIPRO LTDspon adr 1 sh | $74,653 | – | 16,020 | +100.0% | 0.01% | – |
| DGRO | New | ISHARES TRcore div grwth | $75,000 | – | 1,500 | +100.0% | 0.01% | – |
| AEG | New | AEGON N V | $55,606 | – | 11,033 | +100.0% | 0.01% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $35,848 | – | 800 | +100.0% | 0.01% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $13,066 | – | 105 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WORLD FD | 7 | Q3 2023 | 10.9% |
| VANGUARD INTL EQUITY INDEX F | 7 | Q3 2023 | 10.3% |
| VANGUARD STAR FDS | 7 | Q3 2023 | 7.8% |
| SPDR SER TR | 7 | Q3 2023 | 10.1% |
| VANGUARD INDEX FDS | 7 | Q3 2023 | 7.5% |
| SPDR S&P 500 ETF TR | 7 | Q3 2023 | 3.7% |
| MICROSOFT CORP | 7 | Q3 2023 | 3.4% |
| SPDR SER TR | 7 | Q3 2023 | 3.8% |
| VANGUARD INTL EQUITY INDEX F | 7 | Q3 2023 | 5.6% |
| ARES MANAGEMENT CORPORATION | 7 | Q3 2023 | 3.1% |
View ANGELES WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-16 |
View ANGELES WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.