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
$69.1B
$305,000 0.03% of portfolio
9,453
Q4 2024 Added 5.16%
$19.3B
$343,000 0.03% of portfolio
1,314
Q4 2024 Added 6.4%
$0
$202,000 0.02% of portfolio
5,000
Q3 2022 New
$144B
$280,000 0.02% of portfolio
663
Q4 2024 Added 35.86%
$0
$251,000 0.02% of portfolio
5,606
Q4 2024 Added 4.61%
$0
$284,000 0.02% of portfolio
2,616
Q2 2023 Added 2.79%
$33.5B
$244,000 0.02% of portfolio
3,145
Q4 2024 New
$0
$242,000 0.02% of portfolio
9,266
Q4 2024 Reduced 2.51%
$86.2B
$211,000 0.02% of portfolio
1,964
Q4 2024 New
$7.21B
$298,000 0.02% of portfolio
1,213
Q3 2024 New
$9.22B
$219,000 0.02% of portfolio
1,526
Q4 2024 New
$11.1B
$212,000 0.02% of portfolio
10,483
Q4 2024 Reduced 0.29%
$34.6B
$256,000 0.02% of portfolio
1,123
Q3 2024 New
$35.7B
$263,000 0.02% of portfolio
4,130
Q4 2024 New
$18.1B
$289,000 0.02% of portfolio
602
Q4 2024 Reduced 6.08%
$170B
$274,000 0.02% of portfolio
552
Q4 2024 Added 14.52%
$76.8B
$225,000 0.02% of portfolio
1,823
Q4 2024 New
$7.48B
$205,000 0.02% of portfolio
2,186
Q4 2024 New
$72.1B
$255,000 0.02% of portfolio
359
Q4 2024 Reduced 0.55%
$0
$286,000 0.02% of portfolio
10,500
Q4 2024 Added 34,900.0%
$63.5B
$287,000 0.02% of portfolio
1,014
Q4 2024 Added 19.72%
$124B
$294,000 0.02% of portfolio
3,236
Q4 2024 Added 11.66%
$69.5B
$202,000 0.02% of portfolio
2,630
Q4 2024 New
$46.2B
$278,000 0.02% of portfolio
6,789
Q4 2024 Added 17.31%
$63.6B
$259,000 0.02% of portfolio
81
Q4 2024 Added 3.85%
$169B
$266,000 0.02% of portfolio
11,692
Q4 2024 New
$294B
$241,000 0.02% of portfolio
348
Q4 2024 Added 0.87%
$108B
$204,000 0.02% of portfolio
630
Q4 2024 New
$155B
$253,000 0.02% of portfolio
1,558
Q4 2024 Reduced 15.28%
$153B
$230,000 0.02% of portfolio
885
Q4 2024 Added 1.37%
$0
$282,000 0.02% of portfolio
4,167
Q3 2022 Added 9.6%
$50.5B
$224,000 0.02% of portfolio
2,437
Q4 2024 Added 3.39%
$0
$291,000 0.02% of portfolio
4,744
Q3 2024 Added 2,535.56%
$0
$214,000 0.02% of portfolio
3,648
Q3 2024 Added 1,479.22%
$0
$295,000 0.02% of portfolio
9,500
Q4 2024 New
$52B
$270,000 0.02% of portfolio
1,403
Q4 2024 Added 4.62%
$0
$223,000 0.02% of portfolio
1,129
Q3 2024 Reduced 42.92%
$0
$221,000 0.02% of portfolio
792
Q3 2023 Added 4.9%
$80.4B
$201,000 0.02% of portfolio
416
Q4 2024 Reduced 51.63%
$37B
$205,000 0.02% of portfolio
2,694
Q4 2024 New
$32.4B
$205,000 0.02% of portfolio
1,736
Q4 2024 New
$63.5B
$254,000 0.02% of portfolio
1,881
Q4 2024 Reduced 1.36%
$85.5B
$259,000 0.02% of portfolio
759
Q4 2024 Reduced 15.38%
$177B
$300,000 0.02% of portfolio
1,543
Q4 2024 Added 18.24%
$12.1B
$243,000 0.02% of portfolio
1,350
Q4 2024 Reduced 8.1%
$54.7B
$298,000 0.02% of portfolio
4,375
Q4 2024 Added 10.56%
$29.6B
$213,000 0.02% of portfolio
2,092
Q4 2024 New
$147B
$300,000 0.02% of portfolio
3,366
Q4 2024 Added 14.06%
$71B
$222,000 0.02% of portfolio
4,647
Q4 2024 Added 2.13%

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
Track This Portfolio

Track Angeles Wealth Management, LLC Portfolio

Follow Angeles Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Angeles Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Angeles Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email