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CIK: 0001535695
Total reported value
$1.7B
$1.7B
217 檔
78.9%
According to the latest 13F quarterly dataset, Angeles Investment Advisors, LLC managed an equity portfolio of $1.7B at the end of Q3 2024, spanning 217 distinct U.S. exchange-listed positions.
Angeles Investment Advisors, LLC executed strategic sector rebalancing during Q3 2024, establishing 9 new positions while fully exiting 9 holdings and trimming 12 positions.
Showing top 200 holdings (of 217 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 36.54% | -1.24% | +4.69% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 14.04% | +1.89% | -3.87% | |
| 3 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 6.39% | — | -31.89% | |
| 4 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 5.92% | -0.86% | +40.81% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.28% | -0.93% | +16.73% | |
| 6 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 4.18% | — | — | |
| 7 | EWJ | Ishares Msci Japan ETF | ETF-Other | 4.16% | — | +48.76% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 3.33% | — | +76.18% | |
| 9 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 2.29% | +0.42% | +2.02% | |
| 10 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 2.11% | — | -54.50% | |
| 11 | FALN | Ishares Fallen Angels ETF | ETF-Other | 1.81% | — | +39.78% | |
| 12 | VOTE | Tcw Transform 500 ETF | ETF-Other | 1.75% | +0.79% | -52.73% | |
| 13 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 1.57% | — | +104.75% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.85% | +1.18% | NEW | |
| 15 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.79% | — | -30.46% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 0.66% | +0.03% | -29.59% | |
| 17 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.56% | — | — | |
| 18 | KNF | Knife River CORP | Stock-Materials | 0.49% | -0.05% | — | |
| 19 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.36% | +0.33% | -6.72% | |
| 20 | MDU | Mdu Resources Group Inc | Stock-Utilities | 0.36% | -0.03% | — | |
| 21 | IDV | Ishares International Select | ETF-Other | 0.34% | +0.45% | — | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.32% | +0.45% | NEW | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.31% | — | -5.50% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.28% | — | +5.95% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | — | -7.81% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.24% | — | -1.51% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.22% | — | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | — | -3.32% | |
| 29 | IVLU | Ishares Msci International V | ETF-Other | 0.17% | — | -13.01% | |
| 30 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.17% | +0.55% | NEW | |
| 31 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.16% | -0.09% | +7.33% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.12% | +0.06% | +5784.12% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.12% | — | -17.33% | |
| 34 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.09% | — | +23.60% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.09% | — | -1.22% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.08% | — | -2.13% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.07% | — | -5.28% | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.07% | — | +0.66% | |
| 39 | NOW | Servicenow Inc | Stock-Tech | 0.07% | — | -8.56% | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.07% | — | -4.64% | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.07% | — | -1.58% | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.06% | — | +73.19% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.06% | — | +1.09% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.05% | — | -15.42% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.05% | — | +846.60% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.05% | — | +1.21% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.05% | — | +6.90% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.05% | — | +6.67% | |
| 49 | PH | Parker Hannifin CORP | Stock-Industrials | 0.05% | — | -11.68% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.05% | — | -0.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | USHY | Ishares Broad Usd High Yield | +4.2% | NEW | New buy |
| 2 | VOO | Vanguard S&p 500 ETF | +3.6% | +4.69% | Add |
| 3 | VCLT | Vanguard Long-term CORP Bond | +2% | +40.81% | Add |
| 4 | VTV | Vanguard Value ETF | +1.6% | +76.18% | Add |
| 5 | EWJ | Ishares Msci Japan ETF | +1.5% | +48.76% | Add |
| 6 | MCHI | Ishares Msci China ETF | +0.9% | +104.75% | Add |
| 7 | VXUS | Vanguard Total Intl Stock | +0.9% | +16.73% | Add |
| 8 | FALN | Ishares Fallen Angels ETF | +0.6% | +39.78% | Add |
| 9 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | +0.6% | NEW | New buy |
| 10 | VYMI | Vanguard Int High Dvd Yld In | +0.2% | NEW | New buy |
| 11 | ESGV | Vanguard Esg US Stock ETF | +0.2% | +2.02% | Add |
| 12 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +5784.12% | Add |
| 13 | KNF | Knife River CORP | +0.1% | — | Unchanged |
| 14 | VYM | Vanguard High Dvd Yield ETF | +0.1% | — | Unchanged |
| 15 | AAPL | Apple Inc | 0% | +5.95% | Add |
| 16 | MDU | Mdu Resources Group Inc | 0% | — | Unchanged |
| 17 | IDV | Ishares International Select | 0% | — | Unchanged |
| 18 | VZ | Verizon Communications Inc | 0% | +73.19% | Add |
| 19 | SPOT | Spotify Technology S.A. | 0% | NEW | New buy |
| 20 | AIG | American International Group | 0% | NEW | New buy |
| 21 | ACWI | Ishares Msci Acwi ETF | 0% | +23.60% | Add |
| 22 | ICE | Intercontinental Exchange In | 0% | NEW | New buy |
| 23 | EFA | Ishares Msci Eafe ETF | 0% | — | Unchanged |
| 24 | EFG | Ishares Msci Eafe Growth ETF | 0% | +7.33% | Add |
| 25 | BAX | Baxter International Inc | 0% | NEW | New buy |
| 26 | VEU | Vanguard Ftse All-world Ex-u | 0% | — | Unchanged |
| 27 | MBB | Ishares Mbs ETF | 0% | +87.81% | Add |
| 28 | BABA | Alibaba Group Holding-sp Adr | 0% | NEW | New buy |
| 29 | NOC | Northrop Grumman CORP | 0% | NEW | New buy |
| 30 | DXCM | Dexcom Inc | 0% | -10.77% | Trim |
| 31 | ASML | ASML Holding N.V. | 0% | -6.52% | Trim |
| 32 | AMZN | Amazon.com Inc | 0% | -3.32% | Trim |
| 33 | BLKCHF | Blackrock Inc | 0% | EXIT | Sold out |
| 34 | MDT | Medtronic plc | 0% | -41.83% | Trim |
| 35 | ABNB | Airbnb Inc-class A | 0% | EXIT | Sold out |
| 36 | MSFT | Microsoft CORP | 0% | -5.50% | Trim |
| 37 | NVDA | Nvidia CORP | 0% | -7.81% | Trim |
| 38 | LRCXEUR | Lam Research CORP | 0% | EXIT | Sold out |
| 39 | ADSK | Autodesk Inc | 0% | EXIT | Sold out |
| 40 | VMO | Invesco Municipal Opport | -0.1% | EXIT | Sold out |
| 41 | MGK | Vanguard Mega Cap Growth ETF | -0.2% | -3.87% | Trim |
| 42 | VUG | Vanguard Growth ETF | -0.3% | -29.59% | Trim |
| 43 | VGK | Vanguard Ftse Europe ETF | -0.3% | -30.46% | Trim |
| 44 | XLE | Ss Energy Select Sector | -1.3% | EXIT | Sold out |
| 45 | VOTE | Tcw Transform 500 ETF | -1.8% | -52.73% | Trim |
| 46 | FLOT | Ishares Floating Rate Bond E | -2.2% | EXIT | Sold out |
| 47 | JNK | Ss Spdr Bb High Yield Bond | -2.3% | -54.50% | Trim |
| 48 | SJNK | Ss Spdr Bb St Hi Yield ETF | -2.7% | -31.89% | Trim |
| 49 | SCHG | Schwab US Large-cap Growth | -2.9% | EXIT | Sold out |
| 50 | BKLN | Invesco Senior Loan ETF | -2.9% | EXIT | Sold out |
According to official SEC Form 13F filings, Angeles Investment Advisors, LLC reported a total U.S. public equity portfolio value of $1.7B across 217 disclosed positions in Q3 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 78.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
USHY
市值: $81.7M
Top Position Liquidated / Trimmed
BKLN
前期市值: $57.2M
During Q3 2024, Angeles Investment Advisors, LLC's top holdings by market value included VOO (36.5%)、MGK (14.0%)、SJNK (6.4%). The largest single position, VOO, represented 36.5% of total portfolio value.
In Q3 2024, Angeles Investment Advisors, LLC made 44 total portfolio adjustments, initiating 9 new buys, adding to 14 positions, trimming 12 holdings, and fully liquidating 9 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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