Angeles Wealth Management, LLC Portfolio Holdings

Angeles Wealth Management, LLC

  • $1.21 Billion
  • Q4 2024

Angeles Wealth Management, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.21 Billion distributed in 369 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Growth ETF with a value of $178M, Vanguard Total World Stk Index with a value of $144M, Spdr Portfolio S&P 500 Value E with a value of $91.3M, Vanguard Index Fds S&P 500 ETF with a value of $75.2M, and Vanguard Star Fd Vanguard Tota with a value of $65.2M.

Examining the 13F form we can see an increase of $50.8M in the current position value, from $1.16B to 1.21B.

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

Portfolio value $1.21 Billion
ETFs: $887 Million
Technology: $106 Million
Financial Services: $67.6 Million
Consumer Cyclical: $37.2 Million
Healthcare: $30.2 Million
Communication Services: $25 Million
Consumer Defensive: $19 Million
Industrials: $17.8 Million
Other: $18.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$178 Million 14.75% of portfolio
518,675
Q4 2024 Added 5.29%
$0
$144 Million 11.89% of portfolio
1,221,872
Q4 2024 Added 4.42%
$0
$91.3 Million 7.56% of portfolio
1,785,267
Q4 2024 Added 3.14%
$0
$75.2 Million 6.22% of portfolio
139,483
Q4 2024 Added 1.29%
$0
$65.2 Million 5.4% of portfolio
1,106,000
Q4 2024 Added 3.26%
$0
$55.7 Million 4.62% of portfolio
1,999,984
Q4 2024 Added 347.26%
$0
$45.2 Million 3.74% of portfolio
423,985
Q4 2024 Reduced 27.42%
$2.98T
$32.9 Million 2.73% of portfolio
78,110
Q4 2024 Added 2.0%
$3.86T
$32.5 Million 2.69% of portfolio
129,862
Q4 2024 Added 2.21%
$0
$31.4 Million 2.6% of portfolio
185,197
Q4 2024 Added 2.12%
$29.1B
$30.7 Million 2.54% of portfolio
173,343
Q4 2024 Added 0.0%
$0
$26.5 Million 2.19% of portfolio
416,907
Q4 2024 Added 6.35%
$0
$25.7 Million 2.13% of portfolio
43,932
Q4 2024 Added 0.48%
$0
$19 Million 1.58% of portfolio
753,380
Q4 2024 Added 3.15%
$0
$18.3 Million 1.51% of portfolio
117,417
Q4 2024 Reduced 1.63%
$0
$17.8 Million 1.47% of portfolio
265,186
Q4 2024 Added 5.38%
$0
$12.7 Million 1.06% of portfolio
192,733
Q4 2024 Reduced 1.22%
$327B
$12.5 Million 1.04% of portfolio
93,199
Q4 2024 Added 5.92%
$2.18T
$11 Million 0.91% of portfolio
50,046
Q4 2024 Added 6.75%
$457B
$8.88 Million 0.74% of portfolio
9,687
Q4 2024 Added 8.62%
$0
$8.07 Million 0.67% of portfolio
19,674
Q4 2024 Reduced 0.43%
$1.06T
$7.58 Million 0.63% of portfolio
39,800
Q4 2024 Added 15.03%
$0
$6.57 Million 0.54% of portfolio
311,759
Q4 2024 Added 2.35%
$0
$6.29 Million 0.52% of portfolio
200,124
Q4 2024 Added 2.67%
$650B
$6.25 Million 0.52% of portfolio
13,791
Q4 2024 Added 29.23%
$1.05T
$6.04 Million 0.5% of portfolio
31,893
Q4 2024 Added 10.76%
$1.48T
$5.51 Million 0.46% of portfolio
9,339
Q4 2024 Added 5.72%
$573B
$5.03 Million 0.42% of portfolio
15,928
Q4 2024 Added 7.16%
$400B
$4.8 Million 0.4% of portfolio
12,350
Q4 2024 Added 1.93%
$0
$4.69 Million 0.39% of portfolio
57,160
Q4 2024 Added 21.78%
$0
$4.45 Million 0.37% of portfolio
44,698
Q4 2024 Added 26.21%
$759B
$4.3 Million 0.36% of portfolio
17,940
Q4 2024 Added 21.72%
$93.2B
$4.14 Million 0.34% of portfolio
12,178
Q4 2024 Added 0.39%
$918B
$3.8 Million 0.31% of portfolio
9,399
Q4 2024 Added 6.88%
$869B
$3.67 Million 0.3% of portfolio
4,757
Q4 2024 Reduced 0.98%
$0
$3.58 Million 0.3% of portfolio
8,924
Q4 2024 Added 2.35%
$226B
$3.47 Million 0.29% of portfolio
34,865
Q4 2024 Added 11.6%
$86.2B
$3.54 Million 0.29% of portfolio
15,264
Q4 2024 Added 21.28%
$456B
$3.21 Million 0.27% of portfolio
29,842
Q4 2024 Added 27.11%
$535B
$3.31 Million 0.27% of portfolio
6,282
Q4 2024 Added 2.15%
$368B
$3.22 Million 0.27% of portfolio
38,001
Q4 2024 New
$290B
$3.12 Million 0.26% of portfolio
44,469
Q4 2024 Added 199.15%
$0
$2.64 Million 0.22% of portfolio
25,051
Q4 2024 Added 2.67%
$359B
$2.54 Million 0.21% of portfolio
14,268
Q4 2024 Added 9.19%
$75.2B
$2.4 Million 0.2% of portfolio
26,391
Q4 2024 Reduced 0.95%
$0
$2.26 Million 0.19% of portfolio
3,833
Q4 2024 Reduced 0.52%
$426B
$2.34 Million 0.19% of portfolio
16,166
Q4 2024 Added 2.08%
$441B
$2.16 Million 0.18% of portfolio
2,420
Q4 2024 Reduced 3.24%
$205B
$2.19 Million 0.18% of portfolio
4,197
Q4 2024 Reduced 8.84%

Summary

  • Portfolio
  • No. of Stocks 369
  • Current Value $1.21 Billion
  • Prior Value $1.16 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 58 stocks
  • Additional Purchases 170 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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