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ANGELES WEALTH MANAGEMENT, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
Inspire Medical Systems, Inc. INSPCommon3,6603,6601,188,182,0001,188,182,0000.16  Hist 06/30/2023
BWX Technologies, Inc. BWXTCOM7,0757,075506,358,000506,358,0000.070.01 Hist 06/30/2023
UBS Group AG UBSSHS19,02519,025385,637,000385,637,0000.05  Hist 06/30/2023
Knife River Corp KNFCommon8,3708,370364,095,000364,095,0000.05837.00 Hist 06/30/2023
Broadcom Ltd AVGOCOM378378327,889,000327,889,0000.04  Hist 06/30/2023
UNIVERSAL DISPLAY CORP \PA\ OLEDCommon2,1192,119305,398,000305,398,0000.04  Hist 06/30/2023
INTERNATIONAL BUSINESS MACHINES CORP IBMCommon2,0132,013269,360,000269,360,0000.04  Hist 06/30/2023
MARRIOTT INTERNATIONAL INC /MD/ MARCL A1,3991,399257,060,000257,060,0000.04  Hist 06/30/2023
CANADIAN PACIFIC KANSAS CITY LTD/CN CPStock3,1623,162255,395,000255,395,0000.030.00 Hist 06/30/2023
ASML HOLDING NV ASMLN Y REGISTRY SHS335335242,791,000242,791,0000.03  Hist 06/30/2023
Apollo Global Management, Inc. APOLP3,0103,010231,198,000231,198,0000.030.00 Hist 06/30/2023
FISERV INC FISVCommon1,7831,783224,925,000224,925,0000.030.00 Hist 06/30/2023
COMCAST CORP CMCSACommon5,1545,154214,147,000214,147,0000.03  Hist 06/30/2023
Medtronic plc MDTCOM2,3112,311203,599,000203,599,0000.030.00 Hist 06/30/2023
iSHARES TRUST SHVCommon72772780,297,00080,297,0000.01  Hist 06/30/2023
iSHARES TRUST MBBCommon54454450,736,00050,736,0000.01  Hist 06/30/2023
iSHARES TRUST IEFOPTION38638637,288,00037,288,0000.01  Hist 06/30/2023
iSHARES TRUST TIPCommon34343,659,0003,659,0000.00  Hist 06/30/2023
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