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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$208B
$2.13 Million 0.18% of portfolio
14,001
Q4 2024 Reduced 0.94%
$234B
$2.05 Million 0.17% of portfolio
3,943
Q4 2024 Added 0.56%
$0
$2.11 Million 0.17% of portfolio
51,523
Q4 2024 Reduced 7.33%
$126B
$2.02 Million 0.17% of portfolio
11,743
Q4 2024 Added 1.23%
$91.5B
$1.85 Million 0.15% of portfolio
3,908
Q4 2024 Added 0.44%
$44B
$1.76 Million 0.15% of portfolio
5,578
Q4 2024 Added 0.16%
$372B
$1.73 Million 0.14% of portfolio
39,350
Q4 2024 Added 54.38%
$194B
$1.66 Million 0.14% of portfolio
10,795
Q4 2024 Added 10.62%
$0
$1.68 Million 0.14% of portfolio
71,148
Q4 2024 Added 243.44%
$1.15B
$1.71 Million 0.14% of portfolio
56,479
Q4 2024 New
$0
$1.61 Million 0.13% of portfolio
8,826
Q4 2024 Reduced 0.11%
$152B
$1.49 Million 0.12% of portfolio
6,539
Q4 2024 Added 0.45%
$206B
$1.42 Million 0.12% of portfolio
1,341
Q4 2024 Reduced 8.46%
$292B
$1.42 Million 0.12% of portfolio
9,821
Q4 2024 Added 23.18%
$20.4B
$1.48 Million 0.12% of portfolio
8,108
Q4 2024 Added 0.25%
$342B
$1.28 Million 0.11% of portfolio
3,838
Q4 2024 Added 2.92%
$11.4B
$1.33 Million 0.11% of portfolio
4,816
Q3 2024 Added 0.33%
$0
$1.37 Million 0.11% of portfolio
13,667
Q4 2024 New
$507B
$1.34 Million 0.11% of portfolio
2,647
Q4 2024 Reduced 2.36%
$2.76B
$1.32 Million 0.11% of portfolio
22,875
Q4 2024 New
$266B
$1.26 Million 0.1% of portfolio
13,949
Q4 2024 Added 14.2%
$0
$1.26 Million 0.1% of portfolio
14,292
Q3 2024 Added 94.34%
$191B
$1.2 Million 0.1% of portfolio
13,919
Q4 2024 Added 1.64%
$188B
$1.16 Million 0.1% of portfolio
233
Q4 2024 Added 2.64%
$4.11B
$1.16 Million 0.1% of portfolio
62,989
Q3 2024 Added 58.87%
$393B
$1.17 Million 0.1% of portfolio
6,956
Q4 2024 Added 12.27%
$37.4B
$1.21 Million 0.1% of portfolio
55,074
Q4 2024 Added 0.84%
$78.3B
$1.06 Million 0.09% of portfolio
2,303
Q4 2024 Added 0.44%
$0
$1.12 Million 0.09% of portfolio
11,588
Q4 2024 Reduced 1.71%
$206B
$1.12 Million 0.09% of portfolio
10,026
Q4 2024 Added 16.53%
$212B
$1.03 Million 0.09% of portfolio
3,544
Q4 2024 Added 4.85%
$243B
$1.1 Million 0.09% of portfolio
3,135
Q4 2024 Added 7.92%
$249B
$1.14 Million 0.09% of portfolio
19,324
Q4 2024 Added 42.41%
$224B
$1.07 Million 0.09% of portfolio
9,452
Q4 2024 Reduced 4.15%
$0
$1.11 Million 0.09% of portfolio
13,005
Q4 2024 Added 14.03%
$144B
$1 Million 0.08% of portfolio
4,179
Q4 2024 Added 3.83%
$0
$923,000 0.08% of portfolio
4,181
Q2 2024 Added 19.22%
$190B
$985,000 0.08% of portfolio
8,516
Q4 2024 Added 3.97%
$275B
$951,000 0.08% of portfolio
15,275
Q4 2024 Added 11.34%
$162B
$970,000 0.08% of portfolio
4,229
Q4 2024 Added 5.07%
$68.5B
$987,000 0.08% of portfolio
4,907
Q4 2024 Added 1.3%
$96.9B
$989,000 0.08% of portfolio
13,083
Q4 2024 Reduced 2.29%
$1.09T
$841,000 0.07% of portfolio
4,259
Q4 2024 Added 9.88%
$39.8B
$799,000 0.07% of portfolio
80,728
Q4 2024 Added 1.28%
$103B
$798,000 0.07% of portfolio
4,834
Q4 2024 Added 0.23%
$121B
$814,000 0.07% of portfolio
1,676
Q4 2024 Added 35.82%
$145B
$858,000 0.07% of portfolio
7,107
Q4 2024 Added 0.55%
$161B
$870,000 0.07% of portfolio
3,528
Q4 2024 Added 7.14%
$202B
$785,000 0.07% of portfolio
6,526
Q4 2024 Added 12.98%

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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