Angeles Wealth Management, LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.16 Billion distributed in 328 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 $159M, Vanguard Total World Stk Index with a value of $140M, Spdr Portfolio S&P 500 Value E with a value of $91.5M, Vanguard Index Fds S&P 500 ETF with a value of $72.7M, and Vanguard Star Fd Vanguard Tota with a value of $69.3M.
Examining the 13F form we can see an increase of $93.7M in the current position value, from $1.06B to 1.16B.
Below you can find more details about Angeles Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.16 Billion
ETFs: $874 Million
Technology: $97.8 Million
Financial Services: $55.5 Million
Healthcare: $32.2 Million
Consumer Cyclical: $26.4 Million
Communication Services: $20.3 Million
Consumer Defensive: $17.6 Million
Industrials: $17.1 Million
Other: $15.6 Million
Stock Holdings Table Market Cap. of $200 Billions or more
