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Size ($ in 1000's)
At 12/31/2023: $820,782 At 09/30/2023: $707,834
Angeles Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Angeles Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Angeles Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Angeles Wealth Management LLC.
In the Angeles Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Angeles Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Angeles Wealth Management LLC top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
VANGUARD WORLD FD (MGK) |
348,111 |
+13,094 |
$90,338 | MGK | 348,111 | +13,094 | $90,338 | VANGUARD INTL EQUITY INDEX F (VT) |
845,682 |
+61,462 |
$87,004 | VT | 845,682 | +61,462 | $87,004 | SPDR SER TR (SPYV) |
1,337,856 |
+30,587 |
$62,384 | SPYV | 1,337,856 | +30,587 | $62,384 | VANGUARD INDEX FDS (VOO) |
142,360 |
+6,420 |
$62,183 | VOO | 142,360 | +6,420 | $62,183 | VANGUARD STAR FDS (VXUS) |
1,046,104 |
+69,222 |
$60,632 | VXUS | 1,046,104 | +69,222 | $60,632 | ISHARES TR (SUB) |
480,109 |
+62,471 |
$50,618 | SUB | 480,109 | +62,471 | $50,618 | VANGUARD INDEX FDS (VTV) |
199,990 |
-4,019 |
$29,899 | VTV | 199,990 | -4,019 | $29,899 | MICROSOFT CORP |
67,141 |
+599 |
$25,248 | MSFT | 67,141 | +599 | $25,248 | ISHARES TR (IXUS) |
347,101 |
-679 |
$22,537 | IXUS | 347,101 | -679 | $22,537 | VANGUARD INTL EQUITY INDEX F (VGK) |
329,639 |
-2,319 |
$21,255 | VGK | 329,639 | -2,319 | $21,255 | SPDR S&P 500 ETF TR (SPY) |
42,616 |
+1,205 |
$20,256 | SPY | 42,616 | +1,205 | $20,256 | ISHARES INC (URTH) |
144,737 |
-4,513 |
$19,253 | URTH | 144,737 | -4,513 | $19,253 | APPLE INC |
98,408 |
-2,887 |
$18,947 | AAPL | 98,408 | -2,887 | $18,947 | ARES MANAGEMENT CORPORATION |
144,223 |
-51 |
$17,151 | ARES | 144,223 | -51 | $17,151 | SPDR SER TR (SJNK) |
659,293 |
-8,084 |
$16,575 | SJNK | 659,293 | -8,084 | $16,575 | INVESCO EXCH TRADED FD TR II (BKLN) |
654,719 |
-1,874 |
$13,867 | BKLN | 654,719 | -1,874 | $13,867 | ISHARES TR (SHY) |
148,745 |
+2,230 |
$12,203 | SHY | 148,745 | +2,230 | $12,203 | VANGUARD INDEX FDS (VTI) |
45,566 |
+1,006 |
$10,809 | VTI | 45,566 | +1,006 | $10,809 | VANGUARD SCOTTSDALE FDS (VGSH) |
142,550 |
-27,499 |
$8,315 | VGSH | 142,550 | -27,499 | $8,315 | AMAZON COM INC |
49,772 |
+1,471 |
$7,562 | AMZN | 49,772 | +1,471 | $7,562 | VANGUARD INDEX FDS (VUG) |
23,996 |
-166 |
$7,460 | VUG | 23,996 | -166 | $7,460 | ISHARES TR (PFF) |
218,456 |
+4,966 |
$6,814 | PFF | 218,456 | +4,966 | $6,814 | COSTCO WHSL CORP NEW |
7,752 |
-238 |
$5,117 | COST | 7,752 | -238 | $5,117 | ALPHABET INC |
30,624 |
+7,660 |
$4,316 | GOOG | 30,624 | +7,660 | $4,316 | BANK AMERICA CORP |
114,820 |
+101,584 |
$3,866 | BAC | 114,820 | +101,584 | $3,866 | SHERWIN WILLIAMS CO |
11,981 |
+142 |
$3,737 | SHW | 11,981 | +142 | $3,737 | HOME DEPOT INC |
9,619 |
-409 |
$3,333 | HD | 9,619 | -409 | $3,333 | NVIDIA CORPORATION |
6,416 |
+428 |
$3,177 | NVDA | 6,416 | +428 | $3,177 | BERKSHIRE HATHAWAY INC DEL |
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$2,694 | BRK.B | 7,553 | +1,116 | $2,694 | MERCK & CO INC |
24,335 |
+44 |
$2,653 | MRK | 24,335 | +44 | $2,653 | ALPHABET INC |
17,990 |
-1,826 |
$2,513 | GOOGL | 17,990 | -1,826 | $2,513 | VISA INC |
9,619 |
+561 |
$2,504 | V | 9,619 | +561 | $2,504 | ISHARES TR (IVV) |
5,099 |
-97 |
$2,435 | IVV | 5,099 | -97 | $2,435 | ISHARES TR (IWB) |
9,230 |
UNCH |
$2,421 | IWB | 9,230 | UNCH | $2,421 | DIMENSIONAL ETF TRUST (DFUV) |
63,148 |
-3,550 |
$2,350 | DFUV | 63,148 | -3,550 | $2,350 | JOHNSON & JOHNSON |
14,802 |
+2,436 |
$2,320 | JNJ | 14,802 | +2,436 | $2,320 | THERMO FISHER SCIENTIFIC INC |
3,781 |
-249 |
$2,007 | TMO | 3,781 | -249 | $2,007 | PEPSICO INC |
11,785 |
+206 |
$2,002 | PEP | 11,785 | +206 | $2,002 | ELI LILLY & CO |
3,409 |
+237 |
$1,987 | LLY | 3,409 | +237 | $1,987 | META PLATFORMS INC |
5,403 |
+522 |
$1,912 | META | 5,403 | +522 | $1,912 | ARDAGH METAL PACKAGING S A |
485,135 |
+485,135 |
$1,863 | AMBP | 485,135 | +485,135 | $1,863 | EXXON MOBIL CORP |
18,290 |
-1,921 |
$1,829 | XOM | 18,290 | -1,921 | $1,829 | COLGATE PALMOLIVE CO |
22,698 |
+50 |
$1,809 | CL | 22,698 | +50 | $1,809 | JPMORGAN CHASE & CO |
10,549 |
+287 |
$1,794 | JPM | 10,549 | +287 | $1,794 | MASTERCARD INCORPORATED |
3,999 |
-336 |
$1,706 | MA | 3,999 | -336 | $1,706 | ISHARES TR (IWD) |
10,080 |
UNCH |
$1,666 | IWD | 10,080 | UNCH | $1,666 | INTUITIVE SURGICAL INC |
4,619 |
+20 |
$1,558 | ISRG | 4,619 | +20 | $1,558 | NIKE INC |
14,229 |
-1,200 |
$1,545 | NKE | 14,229 | -1,200 | $1,545 | MOODYS CORP |
3,835 |
+88 |
$1,498 | MCO | 3,835 | +88 | $1,498 | BLACKSTONE INC |
11,383 |
+20 |
$1,490 | BX | 11,383 | +20 | $1,490 |
See Full List: All Stocks Held By Angeles Wealth Management LLC
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Angeles Wealth Management LLC
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