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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39B
$4.66 Million 0.23% of portfolio
258,331
Q1 2024 New
$3.1B
$467,000 0.02% of portfolio
9,365
Q4 2024 Added 17.43%
$7.57B
$419,000 0.02% of portfolio
11,441
Q4 2024 Reduced 2.65%
$9B
$378,000 0.02% of portfolio
2,820
Q3 2024 Reduced 19.43%
$5.91B
$249,000 0.01% of portfolio
3,495
Q4 2024 New
$9.56B
$233,000 0.01% of portfolio
1,488
Q4 2024 Reduced 6.24%
$6.75B
$293,000 0.01% of portfolio
3,090
Q3 2024 Reduced 5.21%
$2.22B
$293,000 0.01% of portfolio
18,597
Q4 2024 Added 341.11%
$7.64B
$253,000 0.01% of portfolio
4,074
Q4 2024 Added 5.0%

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
Track This Portfolio

Track Angeles Investment Advisors, LLC Portfolio

Follow Angeles Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Angeles Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Angeles Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email