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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$69.9B
$354,000 0.03% of portfolio
1,391
Q3 2024 Added 3.04%
$0
$303,000 0.03% of portfolio
6,160
Q2 2024 Reduced 30.26%
$0
$307,000 0.03% of portfolio
1,298
Q2 2024 Reduced 6.48%
$18.6B
$294,000 0.03% of portfolio
641
Q3 2024 New
$78.1B
$302,000 0.03% of portfolio
1,105
Q3 2024 Added 2.5%
$52.5B
$335,000 0.03% of portfolio
1,037
Q3 2024 Added 0.29%
$0
$203,000 0.02% of portfolio
5,000
Q3 2022 New
$0
$243,000 0.02% of portfolio
5,359
Q4 2023 Added 5.1%
$115B
$282,000 0.02% of portfolio
2,898
Q3 2024 Reduced 5.11%
$13B
$259,000 0.02% of portfolio
1,469
Q3 2024 Added 5.38%
$78B
$208,000 0.02% of portfolio
4,550
Q3 2024 New
$168B
$249,000 0.02% of portfolio
482
Q3 2024 New
$0
$215,000 0.02% of portfolio
1,400
Q3 2024 New
$45.6B
$229,000 0.02% of portfolio
858
Q3 2024 Reduced 7.24%
$236B
$238,000 0.02% of portfolio
3,620
Q3 2024 Reduced 10.0%
$0
$211,000 0.02% of portfolio
792
Q3 2023 Added 4.9%
$35.6B
$274,000 0.02% of portfolio
1,123
Q3 2024 New
$0
$226,000 0.02% of portfolio
1,129
Q3 2024 Reduced 42.92%
$177B
$253,000 0.02% of portfolio
1,305
Q3 2024 Reduced 30.21%
$0
$242,000 0.02% of portfolio
2,895
Q4 2023 Reduced 36.86%
$0
$203,000 0.02% of portfolio
14,790
Q3 2024 New
$64B
$238,000 0.02% of portfolio
847
Q3 2024 New
$10.9B
$211,000 0.02% of portfolio
10,514
Q3 2024 Reduced 3.74%
$71B
$257,000 0.02% of portfolio
1,881
Q3 2024 New
$32B
$200,000 0.02% of portfolio
3,663
Q3 2024 Reduced 11.9%
$0
$270,000 0.02% of portfolio
4,708
Q3 2024 Reduced 72.25%
$0
$267,000 0.02% of portfolio
9,505
Q3 2024 Reduced 25.59%
$135B
$203,000 0.02% of portfolio
488
Q3 2024 Reduced 11.27%
$0
$174,000 0.02% of portfolio
1,495
Q1 2024 Added 162.28%
$206B
$252,000 0.02% of portfolio
510
Q3 2024 New
$29B
$201,000 0.02% of portfolio
6,928
Q3 2024 Added 0.89%
$0
$274,000 0.02% of portfolio
5,992
Q3 2024 Reduced 63.54%
$0
$241,000 0.02% of portfolio
2,183
Q1 2024 Reduced 53.97%
$0
$221,000 0.02% of portfolio
780
Q3 2024 New
$0
$205,000 0.02% of portfolio
2,151
Q2 2024 Reduced 63.9%
$180B
$242,000 0.02% of portfolio
391
Q3 2024 Added 1.3%
$101B
$277,000 0.02% of portfolio
11,844
Q3 2024 Added 35.62%
$18.2B
$287,000 0.02% of portfolio
1,235
Q3 2024 New
$39.4B
$237,000 0.02% of portfolio
6,631
Q3 2024 Added 2.43%
$80B
$251,000 0.02% of portfolio
897
Q3 2024 Reduced 3.65%
$129B
$247,000 0.02% of portfolio
2,951
Q3 2024 New
$47.1B
$276,000 0.02% of portfolio
475
Q3 2024 Added 6.98%
$50.1B
$241,000 0.02% of portfolio
2,357
Q3 2024 New
$0
$215,000 0.02% of portfolio
2,245
Q3 2024 Added 55.79%
$55.1B
$254,000 0.02% of portfolio
1,341
Q3 2024 New
$0
$235,000 0.02% of portfolio
3,648
Q3 2024 Added 1,479.22%
$2.06B
$278,000 0.02% of portfolio
11,252
Q3 2024 New
$89.6B
$219,000 0.02% of portfolio
444
Q3 2024 Reduced 21.69%
$115B
$203,000 0.02% of portfolio
2,263
Q3 2024 New

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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