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CIK: 0001535695
Total reported value
$1.7B
$1.7B
212 檔
76.1%
In Q2 2024, Angeles Investment Advisors, LLC's U.S. equity holdings reached a combined market value of $1.7B, distributed across 212 disclosed stock positions.
During Q2 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 212 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 32.95% | -1.24% | +9.21% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 14.20% | +1.89% | +105.40% | |
| 3 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 9.06% | — | — | |
| 4 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 4.45% | — | — | |
| 5 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.91% | -0.86% | +37.87% | |
| 6 | VOTE | Tcw Transform 500 ETF | ETF-Other | 3.50% | +0.79% | +2.88% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.41% | -0.93% | +11.12% | |
| 8 | BKLN | Invesco Senior Loan ETF | ETF-Other | 2.91% | — | +76.95% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.85% | — | -28.52% | |
| 10 | EWJ | Ishares Msci Japan ETF | ETF-Other | 2.66% | — | -62.14% | |
| 11 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.19% | — | -43.55% | |
| 12 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 2.13% | +0.42% | -9.63% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.73% | — | -57.28% | |
| 14 | XLE | Ss Energy Select Sector | ETF-Other | 1.26% | -2.41% | EXIT | |
| 15 | FALN | Ishares Fallen Angels ETF | ETF-Other | 1.24% | — | -17.62% | |
| 16 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.07% | — | — | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 0.91% | +0.03% | +98.25% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.79% | +1.18% | NEW | |
| 19 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.63% | — | — | |
| 20 | KNF | Knife River CORP | Stock-Materials | 0.38% | -0.05% | — | |
| 21 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.36% | +0.33% | -12.05% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | — | +25.05% | |
| 23 | MDU | Mdu Resources Group Inc | Stock-Utilities | 0.33% | -0.03% | — | |
| 24 | IDV | Ishares International Select | ETF-Other | 0.31% | +0.45% | -0.05% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.30% | +0.45% | NEW | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.29% | — | +1526.79% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.24% | — | +78.88% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.23% | — | -16.36% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.22% | — | +31.27% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.21% | — | — | |
| 31 | IVLU | Ishares Msci International V | ETF-Other | 0.19% | — | +565.20% | |
| 32 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.14% | -0.09% | +320.00% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.12% | — | +31.49% | |
| 34 | VMO | Invesco Municipal Opport | Stock-Other | 0.10% | — | — | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.10% | — | +34.32% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.08% | — | +37.80% | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.08% | — | -10.72% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.07% | — | -18.05% | |
| 39 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.07% | — | — | |
| 40 | ADBE | Adobe Inc | Stock-Tech | 0.07% | — | +62.03% | |
| 41 | NOW | Servicenow Inc | Stock-Tech | 0.06% | — | +15.13% | |
| 42 | ASML | ASML Holding N.V. | Stock-Tech | 0.06% | — | +24.59% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.06% | — | +2.96% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.06% | — | +5.63% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.06% | — | -23.12% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.05% | — | -11.94% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.05% | — | -32.52% | |
| 48 | MDT | Medtronic plc | Stock-Healthcare | 0.05% | — | -4.84% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.05% | — | +61.46% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.05% | — | -19.25% |
According to official SEC Form 13F filings, Angeles Investment Advisors, LLC reported a total U.S. public equity portfolio value of $1.7B across 212 disclosed positions in Q2 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, MGK, SJNK) accounted for 76.1% of total reported equity market value during Q2 2024.
During Q2 2024, Angeles Investment Advisors, LLC's top holdings by market value included VOO (33.0%)、MGK (14.2%)、SJNK (9.1%). The largest single position, VOO, represented 33.0% of total portfolio value.
In Q2 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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