Portfolio (Quarterly)
Guide ↗
ANGELES WEALTH MANAGEMENT, LLC
· CIK 0001929170| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 18,148 | $1.2M | 0.07% | SOLD |
| 2 | — | CYBERARK SOFTWARE LTD | — | 1,066 | $476K | 0.03% | SOLD |
| 3 | AVAV | AEROVIRONMENT INC | Industrials | 1,915 | $463K | 0.03% | SOLD |
| 4 | SE | SEA LTD | Consumer Cyclical | 3,020 | $385K | 0.02% | SOLD |
| 5 | VEEV | VEEVA SYS INC | Healthcare | 1,614 | $360K | 0.02% | SOLD |
| 6 | FICO | FAIR ISAAC CORP | Technology | 190 | $321K | 0.02% | SOLD |
| 7 | SOXQ | INVESCO EXCH TRADED FD TR II | — | 4,775 | $266K | 0.01% | SOLD |
| 8 | QLYS | QUALYS INC | Technology | 1,850 | $246K | 0.01% | SOLD |
| 9 | BITW | BITWISE 10 CRYPTO INDEX ETF | Financial Services | 3,948 | $232K | 0.01% | SOLD |
| 10 | SPSC | SPS COMM INC | Technology | 2,549 | $227K | 0.01% | SOLD |
| 11 | MANH | MANHATTAN ASSOCIATES INC | Technology | 1,278 | $221K | 0.01% | SOLD |
| 12 | HEI | HEICO CORP NEW | Industrials | 683 | $221K | 0.01% | SOLD |
| 13 | FDS | FACTSET RESH SYS INC | Financial Services | 756 | $219K | 0.01% | SOLD |
| 14 | AON | AON PLC | Financial Services | 613 | $216K | 0.01% | SOLD |
| 15 | HPQ | HP INC | Technology | 9,554 | $216K | 0.01% | SOLD |
| 16 | — | ASTRAZENECA PLC | — | 2,339 | $215K | 0.01% | SOLD |
| 17 | AXON | AXON ENTERPRISE INC | Industrials | 370 | $210K | 0.01% | SOLD |
| 18 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 1,126 | $209K | 0.01% | SOLD |
| 19 | QYLD | GLOBAL X FDS | — | 11,811 | $209K | 0.01% | SOLD |
| 20 | MET | METLIFE INC | Financial Services | 2,610 | $206K | 0.01% | SOLD |
Sector Allocation
Technology
32.4%
Financial Services
18.4%
Consumer Cyclical
10.9%
Communication Services
9.2%
Healthcare
8.4%
Industrials
6.9%
Energy
5.0%
Consumer Defensive
4.9%
Basic Materials
1.7%
Utilities
1.4%