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CIK: 0001535695
Total reported value
$1.7B
$1.7B
220 檔
66.4%
As reported in its official Q1 2024 Form 13F filing, Angeles Investment Advisors, LLC's tracked investment portfolio stood at $1.7B with 220 total positions.
During Q1 2024, Angeles Investment Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 220 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 30.26% | -1.24% | +1.82% | |
| 2 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 9.55% | — | +64.21% | |
| 3 | EWJ | Ishares Msci Japan ETF | ETF-Other | 7.66% | — | +70.87% | |
| 4 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 6.58% | +1.89% | +1174.16% | |
| 5 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 4.69% | — | +193.82% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 4.29% | — | +982.37% | |
| 7 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 4.05% | — | +261.58% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.82% | — | -57.02% | |
| 9 | VOTE | Tcw Transform 500 ETF | ETF-Other | 3.42% | +0.79% | +3.52% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.20% | -0.93% | -2.60% | |
| 11 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.05% | -0.86% | -57.28% | |
| 12 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 2.37% | +0.42% | -0.23% | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.15% | — | +52.80% | |
| 14 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.73% | — | — | |
| 15 | FALN | Ishares Fallen Angels ETF | ETF-Other | 1.61% | — | — | |
| 16 | XLE | Ss Energy Select Sector | ETF-Other | 1.36% | -2.41% | EXIT | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.84% | +1.18% | NEW | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.75% | -0.62% | EXIT | |
| 19 | KNF | Knife River CORP | Stock-Materials | 0.46% | -0.05% | — | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.44% | +0.03% | +59.78% | |
| 21 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.43% | +0.33% | +2.80% | |
| 22 | MDU | Mdu Resources Group Inc | Stock-Utilities | 0.35% | -0.03% | — | |
| 23 | IDV | Ishares International Select | ETF-Other | 0.32% | +0.45% | -0.87% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.32% | +0.45% | NEW | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.29% | — | +13.39% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | — | -42.23% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | — | +25.33% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.13% | — | +21.94% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.13% | +0.06% | +26.26% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.11% | — | -57.17% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.09% | — | +39.51% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.09% | — | +10.86% | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 0.08% | — | +4.47% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.07% | — | +8.65% | |
| 35 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.07% | — | -3.85% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.07% | — | +23.58% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.07% | — | +64.57% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.06% | — | +17.41% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.06% | — | +15.63% | |
| 40 | MDT | Medtronic plc | Stock-Healthcare | 0.06% | — | +6.41% | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.06% | — | +16.18% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.06% | +4.22% | -99.07% | |
| 43 | NOW | Servicenow Inc | Stock-Tech | 0.06% | — | -5.91% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.06% | — | — | |
| 45 | PH | Parker Hannifin CORP | Stock-Industrials | 0.05% | — | — | |
| 46 | ASML | ASML Holding N.V. | Stock-Tech | 0.05% | — | — | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.05% | — | +6.16% | |
| 48 | USB | US Bancorp | Stock-Financials | 0.05% | — | +1.17% | |
| 49 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.05% | — | +2.55% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.05% | — | +8.66% |
According to official SEC Form 13F filings, Angeles Investment Advisors, LLC reported a total U.S. public equity portfolio value of $1.7B across 220 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, SJNK, EWJ) accounted for 66.4% of total reported equity market value during Q1 2024.
During Q1 2024, Angeles Investment Advisors, LLC's top holdings by market value included VOO (30.3%)、SJNK (9.6%)、EWJ (7.7%). The largest single position, VOO, represented 30.3% of total portfolio value.
In Q1 2024, Angeles Investment Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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