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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
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