Angeles Investment Advisors, LLC Portfolio Holdings

Angeles Investment Advisors, LLC

  • $2.07 Billion
  • Q4 2024

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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$5.04 Million 0.24% of portfolio
20,142
Q4 2024 Reduced 13.63%
$3.04T
$4.67 Million 0.23% of portfolio
11,091
Q4 2024 Reduced 21.21%
$3.39B
$4.66 Million 0.23% of portfolio
258,331
Q1 2024 New
$335B
$3.73 Million 0.18% of portfolio
27,790
Q4 2024 Reduced 33.46%
$2.21T
$3.23 Million 0.16% of portfolio
14,702
Q4 2024 Reduced 32.19%
$1.1T
$1.83 Million 0.09% of portfolio
9,691
Q4 2024 Reduced 10.31%
$1.03T
$1.68 Million 0.08% of portfolio
8,518
Q4 2024 Reduced 8.56%
$403B
$1.36 Million 0.07% of portfolio
8,106
Q4 2024 Reduced 2.5%
$1.56T
$1.5 Million 0.07% of portfolio
2,538
Q4 2024 Reduced 36.3%
$186B
$1.2 Million 0.06% of portfolio
7,842
Q4 2024 Reduced 1.15%
$775B
$1.3 Million 0.06% of portfolio
5,416
Q4 2024 Added 0.31%
$88.6B
$1.29 Million 0.06% of portfolio
5,559
Q4 2024 Reduced 7.23%
$1.07T
$1.2 Million 0.06% of portfolio
2,961
Q4 2024 Reduced 1.99%
$142B
$994,000 0.05% of portfolio
4,402
Q4 2024 Added 66.43%
$310B
$932,000 0.05% of portfolio
2,790
Q4 2024 Added 0.61%
$207B
$1.12 Million 0.05% of portfolio
2,510
Q4 2024 Added 0.97%
$56.6B
$958,000 0.05% of portfolio
1,800
Q3 2024 Reduced 7.31%
$309B
$1.05 Million 0.05% of portfolio
16,873
Q4 2024 Reduced 6.44%
$85.7B
$962,000 0.05% of portfolio
1,513
Q3 2024 Reduced 11.68%
$307B
$949,000 0.05% of portfolio
6,558
Q4 2024 Reduced 4.28%
$1.11T
$881,000 0.04% of portfolio
4,631
Q4 2024 Added 17.45%
$570B
$725,000 0.04% of portfolio
2,296
Q4 2024 Reduced 31.77%
$830B
$768,000 0.04% of portfolio
996
Q4 2024 Reduced 7.52%
$68.2B
$842,000 0.04% of portfolio
17,616
Q4 2024 Reduced 0.88%
$59.4B
$753,000 0.04% of portfolio
27,485
Q2 2024 Reduced 1.35%
$257B
$906,000 0.04% of portfolio
10,036
Q4 2024 Reduced 1.52%
$76.8B
$763,000 0.04% of portfolio
4,280
Q4 2024 Reduced 0.72%
$30.7B
$753,000 0.04% of portfolio
35,608
Q4 2024 Added 391.42%
$424B
$824,000 0.04% of portfolio
5,701
Q4 2024 Reduced 8.0%
$68.7B
$635,000 0.03% of portfolio
2,190
Q4 2024 Reduced 3.65%
$532B
$605,000 0.03% of portfolio
1,150
Q4 2024 Added 3.42%
$35B
$607,000 0.03% of portfolio
6,711
Q4 2024 Reduced 4.35%
$148B
$638,000 0.03% of portfolio
2,587
Q4 2024 Added 5.51%
$36B
$544,000 0.03% of portfolio
14,631
Q4 2024 Added 13.62%
$45.7B
$608,000 0.03% of portfolio
14,830
Q4 2024 Added 2.54%
$29.6B
$678,000 0.03% of portfolio
2,010
Q4 2024 Reduced 0.94%
$120B
$563,000 0.03% of portfolio
7,057
Q4 2024 Reduced 5.11%
$30.7B
$603,000 0.03% of portfolio
4,424
Q4 2024 Added 9.4%
$31.6B
$614,000 0.03% of portfolio
1,189
Q3 2024 Reduced 15.49%
$162B
$546,000 0.03% of portfolio
2,095
Q4 2024 Reduced 4.64%
$86.7B
$586,000 0.03% of portfolio
6,874
Q4 2024 Added 0.16%
$331B
$583,000 0.03% of portfolio
2,369
Q4 2024 Reduced 2.03%
$146B
$532,000 0.03% of portfolio
7,190
Q4 2024 Reduced 0.55%
$118B
$645,000 0.03% of portfolio
1,946
Q4 2024 Reduced 3.38%
$75.4B
$648,000 0.03% of portfolio
2,767
Q4 2024 Added 6.75%
$137B
$530,000 0.03% of portfolio
10,989
Q4 2024 Reduced 2.95%
$24.2B
$583,000 0.03% of portfolio
14,664
Q4 2024 Reduced 2.69%
$96.2B
$577,000 0.03% of portfolio
7,019
Q3 2024 Added 2.39%
$45.1B
$621,000 0.03% of portfolio
10,907
Q3 2024 Reduced 11.09%

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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