Hedge Fund Database

ANGELES WEALTH MANAGEMENT, LLC

Adviser information for ANGELES WEALTH MANAGEMENT, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 14
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 4
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 151 $1.7B
Non-Discretionary 1 $146.4M
Total 152 $1.8B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 150 $1.8B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $7.6M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $5.0M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 11-25

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-72992
SEC ERA File Number 801-72992
SEC CIK Numbers 1929170
SEC CRD Numbers 159952
Legal Entity Identifier None

Principal Office

429 SANTA MONICA BLVD
SUITE 650
SANTA MONICA
CA
United States
Monday - Friday, 8AM-5PM
Tel: 310-393-6300, Fax: 310-393-6200

Websites

www.angeleswealth.com www.angelesartfund.org www.linkedin.com/company/angeles-investments

Chief Compliance Officer

EDWARD LOWNDES
COMPLIANCE OFFICER
429 SANTA MONICA BLVD
SUITE 650
SANTA MONICA
CA
United States
Tel: 310-857-5843
Fax: 310-393-6200
(Full email address available in API data)

Regulatory Contact

SANDRA KRIDEL
CHIEF ADMINISTRATIVE OFFICER
429 SANTA MONICA BLVD
SUITE 650
SANTA MONICA CA
CA
United States
Tel: 310-857-5830
Fax: 310-393-6200
(Full email address available in API data)

Industry Affiliates

ANGELES DIRECT EQUITY GP 1 LLC Sponsor, GP, manager of pooled investment vehicles
ANGELES DIRECT EQUITY GP 2 LLC Sponsor, GP, manager of pooled investment vehicles
ANGELES INVESTMENT ADVISORS Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
ANGELES PRIVATE CREDIT FUND GP 2 LLC Sponsor, GP, manager of pooled investment vehicles
ANGELES PRIVATE CREDIT FUND GP 3 LLC Sponsor, GP, manager of pooled investment vehicles
ANGELES PRIVATE CREDIT FUND GP LLC Sponsor, GP, manager of pooled investment vehicles
ANGELES PRIVATE MARKETS GP 3 LLC Sponsor, GP, manager of pooled investment vehicles
ANGELES PRIVATE MARKETS GP 4 LLC Sponsor, GP, manager of pooled investment vehicles
ANGELES PRIVATE MARKETS GP 5 LLC Sponsor, GP, manager of pooled investment vehicles
ANGELES PRIVATE MARKETS GP1 LLC Sponsor, GP, manager of pooled investment vehicles
ANGELES PRIVATE MARKETS GP2 LLC Sponsor, GP, manager of pooled investment vehicles
ANGELES REAL ASSETS GP 1 LLC Sponsor, GP, manager of pooled investment vehicles
APIC Other investment adviser, including financial planners
MARKETFORCE, LLC Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
ROSEN, MICHAEL, ADAM Individual ANGELES INVESTMENT ADVISORS MANAGING MEMBER 04/2001 25-50%
FOSTER, JONATHAN, RICE Individual – CEO & MANAGING MEMBER 11/2011 25-50%
ANGELES INVESTMENT ADVISORS Domestic Entity – MEMBER 11/2011 50-75%
PERLOW, HOWARD, DAVID Individual ANGELES INVESTMENT ADVISORS MANAGING MEMBER 04/2001 25-50%
WOHLFORTH, ELIZABETH, CHLOE Individual – PARTNER 01/2023 < 5%
ROTHSTEIN, JOSHUA, RYAN Individual – PARTNER 04/2018 < 5%
GRAND, HARRY, SPENCER Individual – PARTNER 01/2021 < 5%
LOWNDES, EDWARD, JOHN Individual – CCO 02/2023 < 5%

No. Employees, Historic

2010020202021202220232024202511 on 3/30/202011 on 6/29/202011 on 3/30/20219 on 3/31/20229 on 4/4/20229 on 4/11/20229 on 4/12/20229 on 7/13/20229 on 10/25/20229 on 11/22/20229 on 2/23/20239 on 2/23/202314 on 3/31/202314 on 4/28/202314 on 8/4/202314 on 8/29/202314 on 1/2/202414 on 3/29/2024

RAUM, Historic

2B1B0202020212022202320242025483227372 on 3/30/2020483227372 on 6/29/2020900220177 on 3/30/20211092709082 on 3/31/20221092709082 on 4/4/20221092709082 on 4/11/20221092709082 on 4/12/20221092709082 on 7/13/20221092709082 on 10/25/20221092709082 on 11/22/20221092709082 on 2/23/20231092709082 on 2/23/20231185784521 on 3/31/20231185784521 on 4/28/20231185784521 on 8/4/20231185784521 on 8/29/20231185784521 on 1/2/20241803932586 on 3/29/2024

No. Clients, Historic

2001000202020212022202320242025108 on 3/30/2020108 on 6/29/2020140 on 3/30/202197 on 3/31/202297 on 4/4/202297 on 4/11/202297 on 4/12/202297 on 7/13/202297 on 10/25/202297 on 11/22/202297 on 2/23/202397 on 2/23/2023129 on 3/31/2023129 on 4/28/2023129 on 8/4/2023129 on 8/29/2023129 on 1/2/2024152 on 3/29/2024

Holdings

From latest 13F, filed August 7th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 1M 10K –
ABBVIE INC COM 2M 13K –
ACCENTURE PLC IRELAND SHS CLASS A 799K 3K –
ADOBE INC COM 1M 2K –
ADVANCED MICRO DEVICES INC COM 682K 4K –
ALPHABET INC CAP STK CL C 6M 35K –
ALPHABET INC CAP STK CL A 5M 28K –
ALPS ETF TR ALERIAN ENERGY 212K 8K –
ALTRIA GROUP INC COM 363K 8K –
AMAZON COM INC COM 9M 46K –
AMERICAN CENTY ETF TR AVANTIS EMGMKT 14K 231 –
AMERICAN CENTY ETF TR INTL EQT ETF 11K 180 –
AMERICAN CENTY ETF TR US SML CP VALU 129K 1K –
AMERICAN CENTY ETF TR US EQT ETF 1M 15K –
AMERICAN EXPRESS CO COM 390K 2K –
AMERICAN TOWER CORP NEW COM 299K 2K –
AMGEN INC COM 259K 828 –
AMPHENOL CORP NEW CL A 258K 4K –
ANALOG DEVICES INC COM 756K 3K –
APOLLO GLOBAL MGMT INC COM 511K 4K –
APPLE INC COM 25M 120K –
APPLIED MATLS INC COM 477K 2K –
ARDAGH METAL PACKAGING S A SHS 2M 485K –
ARES MANAGEMENT CORPORATION CL A COM STK 23M 174K –
ASML HOLDING N V N Y REGISTRY SHS 412K 403 –
AUTOMATIC DATA PROCESSING IN COM 242K 1K –
AUTOZONE INC COM 258K 87 –
BALL CORP COM 637K 11K –
BANK AMERICA CORP COM 5M 127K –
BECTON DICKINSON & CO COM 404K 2K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 4M 10K –
BLACKROCK INC COM 589K 748 –
BLACKSTONE INC COM 1M 11K –
BOEING CO COM 308K 2K –
BOOKING HOLDINGS INC COM 745K 188 –
BRISTOL-MYERS SQUIBB CO COM 382K 9K –
BROADCOM INC COM 1M 900 –
CANADIAN PACIFIC KANSAS CITY COM 248K 3K –
CARRIER GLOBAL CORPORATION COM 243K 4K –
CATERPILLAR INC COM 305K 916 –
CHARGEPOINT HOLDINGS INC COM CL A 19K 12K –
CHEVRON CORP NEW COM 1M 8K –
CHIPOTLE MEXICAN GRILL INC COM 241K 4K –
CHUBB LIMITED COM 263K 1K –
CIA ENERGETICA DE MINAS GERA SP ADR N-V PFD 19K 11K –
CINTAS CORP COM 1M 2K –
CISCO SYS INC COM 705K 15K –
COCA COLA CO COM 838K 13K –
COLGATE PALMOLIVE CO COM 3M 26K –
COMCAST CORP NEW CL A 503K 13K –
CONOCOPHILLIPS COM 894K 8K –
COSTCO WHSL CORP NEW COM 7M 8K –
COUPANG INC CL A 1M 55K –
CROWDSTRIKE HLDGS INC CL A 357K 931 –
CROWN CASTLE INC COM 213K 2K –
CSX CORP COM 292K 9K –
CUMMINS INC COM 286K 1K –
DANAHER CORPORATION COM 996K 4K –
DEERE & CO COM 205K 550 –
DIMENSIONAL ETF TRUST US SMALL CAP ETF 33K 550 –
DIMENSIONAL ETF TRUST US TARGETED VLU 152K 3K –
DIMENSIONAL ETF TRUST CALIF MUN BD ETF 100K 2K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 294K 9K –
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 2M 61K –
DIMENSIONAL ETF TRUST EMERGING MKTS CO 341K 13K –
DIMENSIONAL ETF TRUST INTL HIGH PROFIT 556K 21K –
DIMENSIONAL ETF TRUST INTL SMALL CAP V 80K 3K –
DIMENSIONAL ETF TRUST INTL CORE EQUITY 861K 33K –
DIMENSIONAL ETF TRUST US REAL ESTATE E 8K 359 –
DIMENSIONAL ETF TRUST US HIGH PROFITAB 750K 23K –
DISNEY WALT CO COM 905K 9K –
DOMINOS PIZZA INC COM 259K 502 –
DOW INC COM 221K 4K –
EATON CORP PLC SHS 353K 1K –
ECOLAB INC COM 321K 1K –
ELEVANCE HEALTH INC COM 433K 799 –
ELI LILLY & CO COM 4M 4K –
ENTERPRISE PRODS PARTNERS L COM 585K 20K –
EOG RES INC COM 389K 3K –
EVERCORE INC CLASS A 1M 5K –
EXXON MOBIL CORP COM 3M 23K –
FEDEX CORP COM 323K 1K –
FISERV INC COM 312K 2K –
FORD MTR CO DEL COM 994K 79K –
FRANKLIN RESOURCES INC COM 244K 11K –
GE AEROSPACE COM NEW 470K 3K –
GENERAL MTRS CO COM 230K 5K –
GRAINGER W W INC COM 264K 293 –
HALLIBURTON CO COM 232K 7K –
HCA HEALTHCARE INC COM 269K 836 –
HOME DEPOT INC COM 4M 11K –
HONEYWELL INTL INC COM 447K 2K –
HP INC COM 227K 6K –
IDEXX LABS INC COM 513K 1K –
ILLINOIS TOOL WKS INC COM 325K 1K –
INTEL CORP COM 270K 9K –
INTERNATIONAL BUSINESS MACHS COM 482K 3K –
INTUIT COM 254K 386 –
INTUITIVE SURGICAL INC COM NEW 2M 5K –
INVESCO EXCH TRADED FD TR II SR LN ETF 16M 762K –
INVESCO EXCH TRADED FD TR II S&P ULTRA DIVIDE 9K 200 –
INVESCO QQQ TR UNIT SER 1 765K 2K –
IQVIA HLDGS INC COM 325K 2K –
ISHARES INC EM MKTS DIV ETF 158K 6K –
ISHARES INC MSCI WORLD ETF 18M 120K –
ISHARES INC MSCI GBL MIN VOL 1M 12K –
ISHARES INC MSCI STH KOR ETF 15K 224 –
ISHARES INC CORE MSCI EMKT 428 8 –
ISHARES INC MSCI JPN ETF NEW 17M 243K –
ISHARES INC MSCI GBL ETF NEW 12K 300 –
ISHARES TR S&P 100 ETF 11K 43 –
ISHARES TR CORE S&P TTL STK 55K 463 –
ISHARES TR SELECT DIVID ETF 129K 1K –
ISHARES TR TIPS BD ETF 233K 2K –
ISHARES TR CORE S&P500 ETF 2M 4K –
ISHARES TR MSCI EMG MKT ETF 700K 16K –
ISHARES TR GLOBAL TECH ETF 118K 1K –
ISHARES TR 1 3 YR TREAS BD 15M 185K –
ISHARES TR MSCI EAFE ETF 227K 3K –
ISHARES TR RUS MDCP VAL ETF 6K 47 –
ISHARES TR RUS MD CP GR ETF 441 4 –
ISHARES TR RUS MID CAP ETF 592K 7K –
ISHARES TR CORE S&P MCP ETF 141K 2K –
ISHARES TR ISHARES SEMICDTR 170K 690 –
ISHARES TR ISHARES BIOTECH 3K 24 –
ISHARES TR RUS 1000 GRW ETF 2M 6K –
ISHARES TR RUS 1000 ETF 33K 110 –
ISHARES TR RUS 2000 VAL ETF 6K 41 –
ISHARES TR RUSSELL 2000 ETF 848K 4K –
ISHARES TR CORE S&P US VLU 190K 2K –
ISHARES TR CORE S&P US GWT 18K 141 –
ISHARES TR U.S. TECH ETF 97K 645 –
ISHARES TR CORE S&P SCP ETF 159K 1K –
ISHARES TR US CONSM STAPLES 22K 342 –
ISHARES TR SHRT NAT MUN ETF 54M 515K –
ISHARES TR EAFE SML CP ETF 12K 198 –
ISHARES TR CALIF MUN BD ETF 33K 583 –
ISHARES TR PFD AND INCM SEC 8M 242K –
ISHARES TR US REGNL BKS ETF 4K 100 –
ISHARES TR US HLTHCR PR ETF 10K 187 –
ISHARES TR MICRO-CAP ETF 134K 1K –
ISHARES TR EAFE VALUE ETF 900K 17K –
ISHARES TR EAFE GRWTH ETF 99K 972 –
ISHARES TR US TREAS BD ETF 371K 16K –
ISHARES TR MSCI INDIA ETF 25K 451 –
ISHARES TR MSCI CHINA ETF 633 15 –
ISHARES TR MSCI USA MIN VOL 95K 1K –
ISHARES TR MSCI USA VALUE 315K 3K –
ISHARES TR CORE MSCI TOTAL 14M 201K –
ISHARES TR CORE MSCI EAFE 86K 1K –
ISHARES TR CORE MSCI INTL 918K 14K –
ISHARES TR MSCI INTL VLU FT 140K 5K –
ISHARES TR FALN ANGLS USD 27K 1K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 23K 400 –
J P MORGAN EXCHANGE TRADED F BETBULD MSCI 121K 1K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 202K 4K –
JOHNSON & JOHNSON COM 2M 13K –
JPMORGAN CHASE & CO. COM 3M 14K –
KINDER MORGAN INC DEL COM 205K 10K –
KLA CORP COM NEW 425K 516 –
KNIFE RIVER CORP COMMON STOCK 587K 8K –
LAM RESEARCH CORP COM 655K 615 –
LGI HOMES INC COM 587K 7K –
LINDE PLC SHS 1M 2K –
LOCKHEED MARTIN CORP COM 542K 1K –
LOWES COS INC COM 744K 3K –
MARATHON PETE CORP COM 426K 2K –
MARRIOTT INTL INC NEW CL A 436K 2K –
MARSH & MCLENNAN COS INC COM 321K 2K –
MASTERCARD INCORPORATED CL A 2M 5K –
MCDONALDS CORP COM 766K 3K –
MCKESSON CORP COM 331K 567 –
MDU RES GROUP INC COM 840K 33K –
MERCK & CO INC COM 3M 27K –
META PLATFORMS INC CL A 4M 8K –
METTLER TOLEDO INTERNATIONAL COM 320K 229 –
MICROCHIP TECHNOLOGY INC. COM 278K 3K –
MICRON TECHNOLOGY INC COM 600K 5K –
MICROSOFT CORP COM 34M 76K –
MOODYS CORP COM 2M 4K –
MORGAN STANLEY COM NEW 363K 4K –
MOTOROLA SOLUTIONS INC COM NEW 920K 2K –
MSCI INC COM 214K 444 –
NETFLIX INC COM 1M 2K –
NEXTERA ENERGY INC COM 236K 3K –
NIKE INC CL B 1M 15K –
NOKIA CORP SPONSORED ADR 141K 37K –
NORTHROP GRUMMAN CORP COM 236K 542 –
NOVARTIS AG SPONSORED ADR 351K 3K –
NOVO-NORDISK A S ADR 2M 14K –
NVIDIA CORPORATION COM 11M 85K –
OLD DOMINION FREIGHT LINE IN COM 518K 3K –
ORACLE CORP COM 715K 5K –
PALO ALTO NETWORKS INC COM 375K 1K –
PARAMOUNT GLOBAL CLASS B COM 129K 12K –
PEPSICO INC COM 2M 13K –
PFIZER INC COM 324K 12K –
PHILIP MORRIS INTL INC COM 550K 5K –
PHILLIPS 66 COM 606K 4K –
PLAINS GP HLDGS L P LTD PARTNR INT A 746K 40K –
PROCTER AND GAMBLE CO COM 997K 6K –
PROGRESSIVE CORP COM 828K 4K –
QUALCOMM INC COM 1M 6K –
QUANTA SVCS INC COM 2M 6K –
REGENERON PHARMACEUTICALS COM 369K 351 –
REPUBLIC SVCS INC COM 944K 5K –
REVVITY INC COM 601K 6K –
ROBINHOOD MKTS INC COM CL A 288K 13K –
RTX CORPORATION COM 860K 9K –
SAFEHOLD INC COM 585K 30K –
SALESFORCE INC COM 872K 3K –
SAP SE SPON ADR 374K 2K –
SCHWAB CHARLES CORP COM 207K 3K –
SCHWAB STRATEGIC TR US BRD MKT ETF 57K 904 –
SCHWAB STRATEGIC TR US LCAP GR ETF 40M 395K –
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 27K 785 –
SCHWAB STRATEGIC TR FUNDAMENTAL US L 1M 21K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 2K 30 –
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS 413K 4K –
SELECT SECTOR SPDR TR ENERGY 939K 10K –
SELECT SECTOR SPDR TR FINANCIAL 83K 2K –
SELECT SECTOR SPDR TR INDL 25K 204 –
SELECT SECTOR SPDR TR TECHNOLOGY 57K 251 –
SELECT SECTOR SPDR TR RL EST SEL SEC 6K 163 –
SERVICENOW INC COM 982K 1K –
SHELL PLC SPON ADS 290K 4K –
SHERWIN WILLIAMS CO COM 4M 12K –
SPDR GOLD TR GOLD SHS 324K 2K –
SPDR S&P 500 ETF TR TR UNIT 24M 44K –
SPDR SER TR PRTFLO S&P500 GW 589K 7K –
SPDR SER TR PRTFLO S&P500 VL 77M 2M –
SPDR SER TR AEROSPACE DEF 10K 72 –
SPDR SER TR S&P PHARMAC 40K 1K –
SPDR SER TR S&P DIVID ETF 36K 282 –
SPDR SER TR S&P 400 MDCP GRW 7K 81 –
SPDR SER TR BLOOMBERG INVT 5K 161 –
SPDR SER TR BLOOMBERG SHT TE 19M 748K –
SPDR SER TR PORTFLI HIGH YLD 4K 174 –
SPDR SER TR BLOOMBERG 1-3 MO 157K 2K –
SPDR SER TR NUVEEN BLMBRG SH 45K 949 –
SPDR SER TR RUSSELL YIELD 271K 3K –
SPDR SER TR PRTFLO S&P500 HI 33K 830 –
SPDR SER TR PORTFOLIO S&P600 223K 5K –
SPIRIT AIRLS INC COM 109K 30K –
SSGA ACTIVE ETF TR BLACKSTONE SENR 88K 2K –
SSGA ACTIVE ETF TR ULT SHT TRM BD 202K 5K –
STARBUCKS CORP COM 238K 3K –
STRYKER CORPORATION COM 441K 1K –
SYNOPSYS INC COM 281K 473 –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 691K 4K –
TARGET CORP COM 293K 2K –
TESLA INC COM 1M 7K –
TEXAS INSTRS INC COM 364K 2K –
TEXAS ROADHOUSE INC COM 239K 1K –
THE CIGNA GROUP COM 360K 1K –
THERMO FISHER SCIENTIFIC INC COM 2M 4K –
TJX COS INC NEW COM 727K 7K –
T-MOBILE US INC COM 566K 3K –
TRACTOR SUPPLY CO COM 372K 1K –
UBER TECHNOLOGIES INC COM 458K 6K –
UNION PAC CORP COM 1M 6K –
UNITED PARCEL SERVICE INC CL B 413K 3K –
UNITEDHEALTH GROUP INC COM 1M 3K –
VALERO ENERGY CORP COM 268K 2K –
VANGUARD INDEX FDS S&P 500 ETF SHS 67M 133K –
VANGUARD INDEX FDS MCAP GR IDXVIP 17K 72 –
VANGUARD INDEX FDS REAL ESTATE ETF 369K 4K –
VANGUARD INDEX FDS SML CP GRW ETF 198K 792 –
VANGUARD INDEX FDS SM CP VAL ETF 361K 2K –
VANGUARD INDEX FDS MID CAP ETF 39K 163 –
VANGUARD INDEX FDS GROWTH ETF 7M 20K –
VANGUARD INDEX FDS VALUE ETF 28M 174K –
VANGUARD INDEX FDS SMALL CP ETF 283K 1K –
VANGUARD INDEX FDS TOTAL STK MKT 12M 45K –
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 127M 1M –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 418K 7K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 78K 2K –
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 25M 381K –
VANGUARD MALVERN FDS STRM INFPROIDX 299K 6K –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 7M 116K –
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 13K 156 –
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 145K 2K –
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 12K 258 –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 1M 8K –
VANGUARD STAR FDS VG TL INTL STK F 63M 1M –
VANGUARD WHITEHALL FDS HIGH DIV YLD 704K 6K –
VANGUARD WHITEHALL FDS INTL HIGH ETF 286K 4K –
VANGUARD WORLD FD MEGA GRWTH IND 143M 454K –
VANGUARD WORLD FD CONSUM DIS ETF 39K 126 –
VANGUARD WORLD FD INF TECH ETF 126K 219 –
VANGUARD WORLD FD MATERIALS ETF 9K 48 –
VANGUARD WORLD FD COMM SRVC ETF 38K 275 –
VERISK ANALYTICS INC COM 249K 925 –
VERIZON COMMUNICATIONS INC COM 300K 7K –
VERTEX PHARMACEUTICALS INC COM 526K 1K –
VISA INC COM CL A 3M 12K –
WALMART INC COM 824K 12K –
WASTE CONNECTIONS INC COM 209K 1K –
WASTE MGMT INC DEL COM 650K 3K –
WELLS FARGO CO NEW COM 891K 15K –
WIPRO LTD SPON ADR 1 SH 65K 11K –
WISDOMTREE TR ITL HDG QTLY DIV 347K 8K –
WORKDAY INC CL A 314K 1K –
XYLEM INC COM 322K 2K –
ZOETIS INC CL A 318K 2K –