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 Market Cap. of $200 Billions or more
