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CIK: 0001535695
Total reported value
$1.7B
$1.7B
195 檔
83.8%
During the Q4 2024 filing period, Angeles Investment Advisors, LLC (CIK: 0001535695) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.7B across 195 reported positions.
In Q4 2024, Angeles Investment Advisors, LLC adopted a defensive or profit-taking posture, trimming 19 positions and completely liquidating 12 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 36.28% | -1.24% | +3.34% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 13.82% | +1.89% | -1.99% | |
| 3 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 6.46% | — | +9.59% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 5.45% | -0.93% | +48.52% | |
| 5 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 5.13% | -0.86% | — | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.86% | — | — | |
| 7 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 3.84% | — | — | |
| 8 | BKLN | Invesco Senior Loan ETF | ETF-Other | 3.48% | — | — | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.83% | +4.22% | +43892.56% | |
| 10 | VOTE | Tcw Transform 500 ETF | ETF-Other | 2.53% | +0.79% | +49.86% | |
| 11 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 2.27% | +0.42% | +1.80% | |
| 12 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 1.94% | — | — | |
| 13 | FALN | Ishares Fallen Angels ETF | ETF-Other | 1.66% | — | — | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.40% | — | -54.06% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.80% | +1.18% | NEW | |
| 16 | XLE | Ss Energy Select Sector | ETF-Other | 0.54% | -2.41% | EXIT | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 0.54% | +0.03% | -18.00% | |
| 18 | KNF | Knife River CORP | Stock-Materials | 0.52% | -0.05% | — | |
| 19 | KBE | Ss Spdr S&p Bank ETF | ETF-Other | 0.47% | — | — | |
| 20 | IDV | Ishares International Select | ETF-Other | 0.29% | +0.45% | -0.01% | |
| 21 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.28% | +0.33% | -12.52% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.24% | — | -13.63% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.23% | +0.45% | NEW | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | — | -21.21% | |
| 25 | MDU | Mdu Resources Group Inc | Stock-Utilities | 0.22% | -0.03% | — | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.19% | — | -8.14% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.18% | — | -33.46% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | — | -32.19% | |
| 29 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.14% | +0.55% | NEW | |
| 30 | IVLU | Ishares Msci International V | ETF-Other | 0.10% | — | -32.88% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.09% | — | -10.31% | |
| 32 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.09% | — | -1.72% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.08% | — | -8.56% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.08% | +0.06% | -22.49% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.07% | — | -36.30% | |
| 36 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.07% | -0.09% | -48.28% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.07% | — | -2.50% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.06% | — | +0.31% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.06% | — | -7.23% | |
| 40 | QCOM | Qualcomm Inc | Stock-Tech | 0.06% | — | -1.15% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.06% | — | -1.99% | |
| 42 | ADBE | Adobe Inc | Stock-Tech | 0.05% | — | +0.97% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.05% | — | — | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.05% | — | -6.44% | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.05% | — | -0.88% | |
| 46 | HON | Honeywell International Inc | Stock-Industrials | 0.05% | — | +66.43% | |
| 47 | PH | Parker Hannifin CORP | Stock-Industrials | 0.05% | — | — | |
| 48 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.05% | — | — | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.05% | — | -4.28% | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.04% | — | +0.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWP | Ishares Russell Mid-cap Grow | +3.9% | NEW | New buy |
| 2 | BKLN | Invesco Senior Loan ETF | +3.5% | NEW | New buy |
| 3 | IWM | Ishares Russell 2000 ETF | +2.8% | +43892.56% | Add |
| 4 | VXUS | Vanguard Total Intl Stock | +1.2% | +48.52% | Add |
| 5 | VOTE | Tcw Transform 500 ETF | +0.8% | +49.86% | Add |
| 6 | XLE | Ss Energy Select Sector | +0.5% | NEW | New buy |
| 7 | KBE | Ss Spdr S&p Bank ETF | +0.5% | NEW | New buy |
| 8 | SJNK | Ss Spdr Bb St Hi Yield ETF | +0.1% | +9.59% | Add |
| 9 | IJR | Ishares Core S&p Small-cap E | 0% | NEW | New buy |
| 10 | KNF | Knife River CORP | 0% | — | Unchanged |
| 11 | BLK | Blackrock Inc | 0% | NEW | New buy |
| 12 | HON | Honeywell International Inc | 0% | +66.43% | Add |
| 13 | TSLA | Tesla Inc | 0% | -1.99% | Trim |
| 14 | ESGV | Vanguard Esg US Stock ETF | 0% | +1.80% | Add |
| 15 | NU | Nu Holdings Ltd. | 0% | EXIT | Sold out |
| 16 | SPOT | Spotify Technology S.A. | 0% | EXIT | Sold out |
| 17 | SCHO | Schwab Short-term US Treas | 0% | EXIT | Sold out |
| 18 | TEAM | Atlassian Corp-cl A | 0% | EXIT | Sold out |
| 19 | XYZ | Block Inc | 0% | EXIT | Sold out |
| 20 | UBER | Uber Technologies Inc | 0% | EXIT | Sold out |
| 21 | SHOP | Shopify Inc - Class A | 0% | -75.10% | Trim |
| 22 | DDOG | Datadog Inc - Class A | 0% | EXIT | Sold out |
| 23 | VWO | Vanguard Ftse Emerging Marke | 0% | -22.49% | Trim |
| 24 | ASML | ASML Holding N.V. | 0% | -60.78% | Trim |
| 25 | AGG | Ishares Core U.s. Aggregate | -0.1% | -94.13% | Trim |
| 26 | NOW | Servicenow Inc | -0.1% | -70.71% | Trim |
| 27 | AMZN | Amazon.com Inc | -0.1% | -32.19% | Trim |
| 28 | VEA | Vanguard Ftse Developed ETF | -0.1% | -8.14% | Trim |
| 29 | META | Meta Platforms Inc-class A | -0.1% | -36.30% | Trim |
| 30 | IDV | Ishares International Select | -0.1% | -0.01% | Trim |
| 31 | IVLU | Ishares Msci International V | -0.1% | -32.88% | Trim |
| 32 | VSGX | Vanguard Esg Intl Stock ETF | -0.1% | -12.52% | Trim |
| 33 | NVDA | Nvidia CORP | -0.1% | -33.46% | Trim |
| 34 | EFG | Ishares Msci Eafe Growth ETF | -0.1% | -48.28% | Trim |
| 35 | EFA | Ishares Msci Eafe ETF | -0.1% | -16.60% | Trim |
| 36 | MSFT | Microsoft CORP | -0.1% | -21.21% | Trim |
| 37 | VUG | Vanguard Growth ETF | -0.1% | -18.00% | Trim |
| 38 | MDU | Mdu Resources Group Inc | -0.1% | — | Unchanged |
| 39 | FALN | Ishares Fallen Angels ETF | -0.2% | — | Unchanged |
| 40 | JNK | Ss Spdr Bb High Yield Bond | -0.2% | — | Unchanged |
| 41 | MGK | Vanguard Mega Cap Growth ETF | -0.2% | -1.99% | Trim |
| 42 | VEU | Vanguard Ftse All-world Ex-u | -0.2% | EXIT | Sold out |
| 43 | VOO | Vanguard S&p 500 ETF | -0.3% | +3.34% | Add |
| 44 | USHY | Ishares Broad Usd High Yield | -0.3% | — | Unchanged |
| 45 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | -0.6% | EXIT | Sold out |
| 46 | VGK | Vanguard Ftse Europe ETF | -0.8% | EXIT | Sold out |
| 47 | VCLT | Vanguard Long-term CORP Bond | -0.8% | — | Unchanged |
| 48 | MCHI | Ishares Msci China ETF | -1.6% | EXIT | Sold out |
| 49 | VTV | Vanguard Value ETF | -1.9% | -54.06% | Trim |
| 50 | EWJ | Ishares Msci Japan ETF | -4.2% | 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 195 disclosed positions in Q4 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 83.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
IWP
市值: $80.1M
Top Position Liquidated / Trimmed
EWJ
前期市值: $81.4M
During Q4 2024, Angeles Investment Advisors, LLC's top holdings by market value included VOO (36.3%)、MGK (13.8%)、SJNK (6.5%). The largest single position, VOO, represented 36.3% of total portfolio value.
In Q4 2024, Angeles Investment Advisors, LLC made 44 total portfolio adjustments, initiating 6 new buys, adding to 7 positions, trimming 19 holdings, and fully liquidating 12 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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