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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.53B
$1.32 Million 0.11% of portfolio
22,875
Q4 2024 New
$4.12B
$1.16 Million 0.1% of portfolio
62,989
Q3 2024 Added 58.87%
$7.14B
$704,000 0.06% of portfolio
4,671
Q4 2024 Reduced 1.06%
$3.6B
$603,000 0.05% of portfolio
33,481
Q1 2022 New
$6.48B
$436,000 0.04% of portfolio
2,374
Q4 2024 Reduced 1.04%
$6B
$379,000 0.03% of portfolio
7,160
Q4 2024 Added 438.75%
$5.47B
$414,000 0.03% of portfolio
3,620
Q4 2024 New
$5.44B
$369,000 0.03% of portfolio
2,638
Q3 2024 New
$4.32B
$379,000 0.03% of portfolio
2,465
Q4 2024 Reduced 36.66%
$7.21B
$298,000 0.02% of portfolio
1,213
Q3 2024 New
$8.88B
$219,000 0.02% of portfolio
1,526
Q4 2024 New
$7.26B
$205,000 0.02% of portfolio
2,186
Q4 2024 New
$4.06B
$259,000 0.02% of portfolio
3,508
Q3 2024 New
$2.85B
$290,000 0.02% of portfolio
4,037
Q4 2024 Added 2.15%
$2.26B
$222,000 0.02% of portfolio
7,322
Q4 2024 Reduced 34.93%
$3.64B
$219,000 0.02% of portfolio
6,525
Q4 2024 New

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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