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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.89T
$32.9 Million 2.73% of portfolio
78,110
Q4 2024 Added 2.0%
$3.25T
$32.5 Million 2.69% of portfolio
129,862
Q4 2024 Added 2.21%
$23.8B
$30.7 Million 2.54% of portfolio
173,343
Q4 2024 Added 0.0%
$276B
$12.5 Million 1.04% of portfolio
93,199
Q4 2024 Added 5.92%
$1.86T
$11 Million 0.91% of portfolio
50,046
Q4 2024 Added 6.75%
$433B
$8.88 Million 0.74% of portfolio
9,687
Q4 2024 Added 8.62%
$983B
$7.58 Million 0.63% of portfolio
39,800
Q4 2024 Added 15.03%
$687B
$6.25 Million 0.52% of portfolio
13,791
Q4 2024 Added 29.23%
$931B
$6.04 Million 0.5% of portfolio
31,893
Q4 2024 Added 10.76%
$1.17T
$5.51 Million 0.46% of portfolio
9,339
Q4 2024 Added 5.72%
$548B
$5.03 Million 0.42% of portfolio
15,928
Q4 2024 Added 7.16%
$366B
$4.8 Million 0.4% of portfolio
12,350
Q4 2024 Added 1.93%
$688B
$4.3 Million 0.36% of portfolio
17,940
Q4 2024 Added 21.72%
$88.4B
$4.14 Million 0.34% of portfolio
12,178
Q4 2024 Added 0.39%
$797B
$3.8 Million 0.31% of portfolio
9,399
Q4 2024 Added 6.88%
$717B
$3.67 Million 0.3% of portfolio
4,757
Q4 2024 Reduced 0.98%
$72.2B
$3.54 Million 0.29% of portfolio
15,264
Q4 2024 Added 21.28%
$431B
$3.21 Million 0.27% of portfolio
29,842
Q4 2024 Added 27.11%
$489B
$3.31 Million 0.27% of portfolio
6,282
Q4 2024 Added 2.15%
$302B
$3.22 Million 0.27% of portfolio
38,001
Q4 2024 New
$239B
$3.12 Million 0.26% of portfolio
44,469
Q4 2024 Added 199.15%
$317B
$2.54 Million 0.21% of portfolio
14,268
Q4 2024 Added 9.19%
$79.2B
$2.4 Million 0.2% of portfolio
26,391
Q4 2024 Reduced 0.95%
$404B
$2.34 Million 0.19% of portfolio
16,166
Q4 2024 Added 2.08%
$414B
$2.16 Million 0.18% of portfolio
2,420
Q4 2024 Reduced 3.24%
$173B
$2.19 Million 0.18% of portfolio
4,197
Q4 2024 Reduced 8.84%
$202B
$2.13 Million 0.18% of portfolio
14,001
Q4 2024 Reduced 0.94%
$176B
$2.05 Million 0.17% of portfolio
3,943
Q4 2024 Added 0.56%
$92.5B
$2.02 Million 0.17% of portfolio
11,743
Q4 2024 Added 1.23%
$80.2B
$1.85 Million 0.15% of portfolio
3,908
Q4 2024 Added 0.44%
$39.2B
$1.76 Million 0.15% of portfolio
5,578
Q4 2024 Added 0.16%
$294B
$1.73 Million 0.14% of portfolio
39,350
Q4 2024 Added 54.38%
$156B
$1.66 Million 0.14% of portfolio
10,795
Q4 2024 Added 10.62%
$829M
$1.71 Million 0.14% of portfolio
56,479
Q4 2024 New
$137B
$1.49 Million 0.12% of portfolio
6,539
Q4 2024 Added 0.45%
$162B
$1.42 Million 0.12% of portfolio
1,341
Q4 2024 Reduced 8.46%
$265B
$1.42 Million 0.12% of portfolio
9,821
Q4 2024 Added 23.18%
$21.3B
$1.48 Million 0.12% of portfolio
8,108
Q4 2024 Added 0.25%
$255B
$1.28 Million 0.11% of portfolio
3,838
Q4 2024 Added 2.92%
$66B
$1.28 Million 0.11% of portfolio
40,850
Q4 2024 Added 70.56%
$7.09B
$1.33 Million 0.11% of portfolio
4,816
Q3 2024 Added 0.33%
$549B
$1.34 Million 0.11% of portfolio
2,647
Q4 2024 Reduced 2.36%
$1.97B
$1.32 Million 0.11% of portfolio
22,875
Q4 2024 New
$257B
$1.26 Million 0.1% of portfolio
13,949
Q4 2024 Added 14.2%
$149B
$1.2 Million 0.1% of portfolio
13,919
Q4 2024 Added 1.64%
$181B
$1.16 Million 0.1% of portfolio
233
Q4 2024 Added 2.64%
$3.56B
$1.16 Million 0.1% of portfolio
62,989
Q3 2024 Added 58.87%
$401B
$1.17 Million 0.1% of portfolio
6,956
Q4 2024 Added 12.27%
$34.3B
$1.21 Million 0.1% of portfolio
55,074
Q4 2024 Added 0.84%

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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