Angeles Investment Advisors, LLC Portfolio Holdings

Angeles Investment Advisors, LLC

  • $1.94 Billion
  • Q3 2024

Angeles Investment Advisors, LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.94 Billion distributed in 217 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 $714M, Vanguard Mega Cap Growth ETF with a value of $275M, Spdr Bloomberg Short Term High with a value of $125M, Vanguard Lg Trm Corp Bd ETF with a value of $116M, and Vanguard Star Fd Vanguard Tota with a value of $83.8M.

Examining the 13F form we can see an decrease of $8.52M in the current position value, from $1.95B to 1.94B.

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

Portfolio value $1.94 Billion
ETFs: $1.83 Billion
Technology: $34.6 Million
Industrials: $15.3 Million
Financial Services: $14.7 Million
Healthcare: $12.6 Million
Consumer Cyclical: $9.14 Million
Communication Services: $8.51 Million
Consumer Defensive: $6.17 Million
Other: $12.5 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.61B
$377,000 0.02% of portfolio
21,535
Q3 2024 Added 18.45%
$1.4B
$345,000 0.02% of portfolio
16,875
Q3 2024 Reduced 21.02%

Summary

  • Portfolio
  • No. of Stocks 217
  • Current Value $1.94 Billion
  • Prior Value $1.95 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 17 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 90 stocks
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