Angeles Wealth Management, LLC Portfolio Holdings

Angeles Wealth Management, LLC

  • $1.16 Billion
  • Q3 2024

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.54B
$1.17 Million 0.1% of portfolio
62,989
Q3 2024 Added 58.87%
$3.68B
$917,000 0.08% of portfolio
33,481
Q1 2022 New
$2.12B
$752,000 0.07% of portfolio
6,358
Q3 2024 Reduced 3.12%
$4.1B
$780,000 0.07% of portfolio
3,892
Q3 2024 New
$7.11B
$725,000 0.06% of portfolio
4,721
Q3 2024 New
$6.78B
$465,000 0.04% of portfolio
2,399
Q3 2024 New
$4.05B
$297,000 0.03% of portfolio
3,508
Q3 2024 New
$7.21B
$298,000 0.03% of portfolio
1,213
Q3 2024 New
$2.87B
$315,000 0.03% of portfolio
3,952
Q3 2024 New
$5.4B
$338,000 0.03% of portfolio
2,638
Q3 2024 New
$5.99B
$386,000 0.03% of portfolio
1,329
Q3 2024 Reduced 3.49%
$2.03B
$278,000 0.02% of portfolio
11,252
Q3 2024 New
$4.16B
$23,000 0.0% of portfolio
11,477
Q3 2024 Added 8.42%

Summary

  • Portfolio
  • No. of Stocks 328
  • Current Value $1.16 Billion
  • Prior Value $1.06 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 51 stocks
  • Additional Purchases 140 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 80 stocks
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