Angeles Investment Advisors, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.07 Billion distributed in 195 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $754M, Vanguard Mega Cap Growth ETF with a value of $287M, Spdr Bloomberg Short Term High with a value of $134M, Vanguard Star Fd Vanguard Tota with a value of $113M, and Vanguard Lg Trm Corp Bd ETF with a value of $107M.

Examining the 13F form we can see an increase of $122M in the current position value, from $1.94B to 2.07B.

Below you can find more details about Angeles Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.07 Billion
ETFs: $1.97 Billion
Technology: $26.6 Million
Financial Services: $14.4 Million
Industrials: $12.5 Million
Healthcare: $9.38 Million
Consumer Cyclical: $7.7 Million
Communication Services: $6.76 Million
Consumer Defensive: $5.16 Million
Other: $11.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 195
  • Current Value $2.07 Billion
  • Prior Value $1.94 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 102 stocks
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