Angeles Investment Advisors, LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Angeles Investment Advisors, LLC disclosed 195 US equity positions worth $2.1bn in its Q4 2024 13F filing. The largest position was VOO at 36.3% of the reported book, followed by MGK and SJNK. Against the Q3 2024 filing, it opened 4 new positions, added to 9 and reduced 24 among the top 50 holdings.
What did Angeles Investment Advisors, LLC own in Q4 2024? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | VOO VANGUARD INDEX FDS | 36.3% | $753.9m | 1,399,161 | 3% | added | |
| 2 | MGK VANGUARD WORLD FD | 13.8% | $287.1m | 835,890 | -2% | reduced | |
| 3 | SJNK SPDR SER TR | 6.5% | $134.2m | 5,314,660 | 10% | added | |
| 4 | VXUS VANGUARD STAR FDS | 5.5% | $113.3m | 1,922,275 | 49% | added | |
| 5 | VCLT VANGUARD SCOTTSDALE FDS | 5.1% | $106.6m | 1,425,000 | 0% | held | |
| 6 | IWP ISHARES TR | 3.9% | $80.1m | 632,300 | – | new | |
| 7 | USHY ISHARES TR | 3.8% | $79.9m | 2,171,000 | 0% | held | |
| 8 | BKLN INVESCO EXCH TRADED FD TR II | 3.5% | $72.2m | 3,427,390 | – | new | |
| 9 | IWM ISHARES TR | 2.8% | $58.8m | 266,155 | 43893% | added | |
| 10 | TCW ETF TRUST | 2.5% | $52.7m | 765,439 | 50% | added | |
| 11 | ESGV VANGUARD WORLD FD | 2.3% | $47.1m | 449,341 | 2% | added | |
| 12 | JNK SPDR SER TR | 1.9% | $40.3m | 421,800 | 0% | held | |
| 13 | FALN ISHARES TR | 1.7% | $34.6m | 1,294,400 | 0% | held | |
| 14 | VTV VANGUARD INDEX FDS | 1.4% | $29.0m | 171,292 | -54% | reduced | |
| 15 | VYM VANGUARD WHITEHALL FDS | 0.8% | $16.6m | 130,200 | 0% | held | |
| 16 | XLE SELECT SECTOR SPDR TR | 0.5% | $11.3m | 132,000 | – | new | |
| 17 | VUG VANGUARD INDEX FDS | 0.5% | $11.3m | 27,440 | -18% | reduced | |
| 18 | KNF KNIFE RIVER CORP | Basic Materials | 0.5% | $10.9m | 106,853 | 0% | held |
| 19 | KBE SPDR SER TR | 0.5% | $9.7m | 175,500 | – | new | |
| 20 | IDV ISHARES TR | 0.3% | $5.9m | 216,940 | -0% | held | |
| 21 | VSGX VANGUARD WORLD FD | 0.3% | $5.7m | 100,830 | -13% | reduced | |
| 22 | AAPL APPLE INC | Technology | 0.2% | $5.0m | 20,142 | -14% | reduced |
| 23 | EFA ISHARES TR | 0.2% | $4.7m | 62,785 | -17% | reduced | |
| 24 | MSFT MICROSOFT CORP | Technology | 0.2% | $4.7m | 11,091 | -21% | reduced |
| 25 | MDU MDU RES GROUP INC | Utilities | 0.2% | $4.7m | 258,331 | 0% | held |
| 26 | VEA VANGUARD TAX-MANAGED FDS | 0.2% | $4.0m | 83,047 | -8% | reduced | |
| 27 | NVDA NVIDIA CORPORATION | Technology | 0.2% | $3.7m | 27,790 | -33% | reduced |
| 28 | AMZN AMAZON COM INC | Consumer Cyclical | 0.2% | $3.2m | 14,702 | -32% | reduced |
| 29 | VYMI VANGUARD WHITEHALL FDS | 0.1% | $3.0m | 44,000 | 0% | held | |
| 30 | IVLU ISHARES TR | 0.1% | $2.1m | 77,680 | -33% | reduced | |
| 31 | GOOGL ALPHABET INC | Communication Services | 0.1% | $1.8m | 9,691 | -10% | reduced |
| 32 | ACWI ISHARES TR | 0.1% | $1.8m | 15,185 | -2% | reduced | |
| 33 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 0.1% | $1.7m | 8,518 | -9% | reduced |
| 34 | VWO VANGUARD INTL EQUITY INDEX F | 0.1% | $1.7m | 37,628 | -22% | reduced | |
| 35 | META META PLATFORMS INC | Communication Services | 0.1% | $1.5m | 2,538 | -36% | reduced |
| 36 | EFG ISHARES TR | 0.1% | $1.5m | 15,155 | -48% | reduced | |
| 37 | PG PROCTER AND GAMBLE CO | Consumer Defensive | 0.1% | $1.4m | 8,106 | -3% | reduced |
| 38 | JPM JPMORGAN CHASE & CO. | Financial Services | 0.1% | $1.3m | 5,416 | 0% | held |
| 39 | AVGO BROADCOM INC | Technology | 0.1% | $1.3m | 5,559 | -7% | reduced |
| 40 | QCOM QUALCOMM INC | Technology | 0.1% | $1.2m | 7,842 | -1% | reduced |
| 41 | TSLA TESLA INC | Consumer Cyclical | 0.1% | $1.2m | 2,961 | -2% | reduced |
| 42 | ADBE ADOBE INC | Technology | 0.1% | $1.1m | 2,510 | 1% | added |
| 43 | SPY SPDR S&P 500 ETF TR | 0.1% | $1.1m | 1,810 | 0% | held | |
| 44 | KO COCA COLA CO | Consumer Defensive | 0.1% | $1.1m | 16,873 | -6% | reduced |
| 45 | VZ VERIZON COMMUNICATIONS INC | Communication Services | 0.0% | $1.0m | 25,607 | -1% | reduced |
| 46 | HONGBP HONEYWELL INTL INC | 0.0% | $994.4k | 4,402 | 66% | added | |
| 47 | PH PARKER-HANNIFIN CORP | Industrials | 0.0% | $962.3k | 1,513 | 0% | held |
| 48 | AMP AMERIPRISE FINL INC | Financial Services | 0.0% | $958.4k | 1,800 | 0% | held |
| 49 | CVX CHEVRON CORP NEW | Energy | 0.0% | $949.9k | 6,558 | -4% | reduced |
| 50 | CRM SALESFORCE INC | Technology | 0.0% | $933.3k | 2,790 | 1% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.