Angeles Investment Advisors, LLC Top Holdings and 13F Report (2024) About Angeles Investment Advisors, LLCInvestment ActivityAngeles Investment Advisors, LLC has $1.96 billion in total holdings as of September 30, 2024.Angeles Investment Advisors, LLC owns shares of 217 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 13.54% of the portfolio was purchased this quarter.About 18.50% of the portfolio was sold this quarter.This quarter, Angeles Investment Advisors, LLC has purchased 212 new stocks and bought additional shares in 41 stocks.Angeles Investment Advisors, LLC sold shares of 90 stocks and completely divested from 12 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $714,557,642Vanguard Mega Cap Growth ETF $274,587,936SPDR Bloomberg Short Term High Yield Bond ETF $124,878,745Vanguard Long-Term Corporate Bond ETF $115,752,750Vanguard Total International Stock ETF $83,790,068 Largest New Holdings this Quarter iShares Broad USD High Yield Corporate Bond ETF $81,738,150 HoldingSPDR Portfolio S&P 500 High Dividend ETF $11,001,650 HoldingVanguard International High Dividend Yield ETF $3,230,480 HoldingSpotify Technology $480,195 HoldingAmerican International Group $454,758 Holding Largest Purchases this Quarter iShares Broad USD High Yield Corporate Bond ETF 2,171,000 shares (about $81.74M)Vanguard Long-Term Corporate Bond ETF 413,000 shares (about $33.55M)Vanguard S&P 500 ETF 60,691 shares (about $32.03M)Vanguard Value ETF 161,205 shares (about $28.14M)iShares MSCI Japan ETF 373,000 shares (about $26.68M) Largest Sales this Quarter SPDR Bloomberg Short Term High Yield Bond ETF 2,271,100 shares (about $58.48M)SPDR Bloomberg High Yield Bond ETF 505,200 shares (about $49.40M)TCW Transform 500 ETF 569,825 shares (about $38.20M)Vanguard Mega Cap Growth ETF 34,300 shares (about $11.04M)Vanguard FTSE Europe ETF 95,500 shares (about $6.79M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAngeles Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$714,557,642$32,031,661 ▲4.7%1,353,88636.5%ETFMGKVanguard Mega Cap Growth ETF$274,587,936$11,042,885 ▼-3.9%852,89014.0%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$124,878,745$58,480,825 ▼-31.9%4,849,6606.4%ETFVCLTVanguard Long-Term Corporate Bond ETF$115,752,750$33,547,990 ▲40.8%1,425,0005.9%ManufacturingVXUSVanguard Total International Stock ETF$83,790,068$12,006,745 ▲16.7%1,294,2554.3%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$81,738,150$81,738,150 ▲New Holding2,171,0004.2%ETFEWJiShares MSCI Japan ETF$81,412,520$26,684,420 ▲48.8%1,138,0004.2%ETFVTVVanguard Value ETF$65,084,409$28,141,557 ▲76.2%372,8273.3%ETFESGVVanguard ESG US Stock ETF$44,867,903$887,506 ▲2.0%441,3962.3%ETFJNKSPDR Bloomberg High Yield Bond ETF$41,247,822$49,403,508 ▼-54.5%421,8002.1%FinanceFALNiShares Fallen Angels USD Bond ETF$35,388,896$10,072,056 ▲39.8%1,294,4001.8%ManufacturingVOTETCW Transform 500 ETF$34,242,989$38,201,101 ▼-52.7%510,7841.8%ETFMCHIiShares MSCI China ETF$30,749,640$15,731,190 ▲104.7%604,0001.6%ETFVYMVanguard High Dividend Yield ETF$16,691,6400.0%130,2000.9%ETFVGKVanguard FTSE Europe ETF$15,499,800$6,790,050 ▼-30.5%218,0000.8%ETFVUGVanguard Growth ETF$12,848,217$5,399,975 ▼-29.6%33,4650.7%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$11,001,650$11,001,650 ▲New Holding241,0000.6%ETFKNFKnife River$9,551,5900.0%106,8530.5%ConstructionVSGXVanguard ESG International Stock ETF$7,089,950$511,148 ▼-6.7%115,2650.4%ETFMDUMDU Resources Group$7,080,8530.0%258,3310.4%UtilitiesIDViShares International Select Dividend ETF$6,558,5500.0%216,9550.3%ETFEFAiShares MSCI EAFE ETF$6,296,0850.0%75,2850.3%FinanceMSFTMicrosoft$6,057,333$352,846 ▼-5.5%14,0770.3%Computer and TechnologyAAPLApple$5,433,560$304,997 ▲5.9%23,3200.3%Computer and TechnologyNVDANVIDIA$5,072,197$429,909 ▼-7.8%41,7660.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$4,774,394$73,300 ▼-1.5%90,4070.2%ETFVEUVanguard FTSE All-World ex-US ETF$4,340,6370.0%68,8990.2%ETFAMZNAmazon.com$4,040,007$138,630 ▼-3.3%21,6820.2%Retail/WholesaleIVLUiShares MSCI Intl Value Factor ETF$3,417,655$511,017 ▼-13.0%115,7350.2%ETFVYMIVanguard International High Dividend Yield ETF$3,230,480$3,230,480 ▲New Holding44,0000.2%ETFEFGiShares MSCI EAFE Growth ETF$3,154,145$215,300 ▲7.3%29,3000.2%ETFVWOVanguard FTSE Emerging Markets ETF$2,322,830$2,283,354 ▲5,784.1%48,5440.1%ETFMETAMeta Platforms$2,280,601$477,987 ▼-17.3%3,9840.1%Computer and TechnologyACWIiShares MSCI ACWI ETF$1,847,048$352,673 ▲23.6%15,4500.1%ManufacturingGOOGLAlphabet$1,792,009$22,058 ▼-1.2%10,8050.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$1,619,150$35,286 ▼-2.1%9,3150.1%Computer and TechnologyPGProcter & Gamble$1,439,985$80,192 ▼-5.3%8,3140.1%Consumer StaplesQCOMQUALCOMM$1,349,007$8,843 ▲0.7%7,9330.1%Computer and TechnologyNOWServiceNow$1,319,225$123,426 ▼-8.6%1,4750.1%Computer and TechnologyKOCoca-Cola$1,299,288$63,253 ▼-4.6%18,0350.1%Consumer StaplesADBEAdobe$1,287,201$20,711 ▼-1.6%2,4860.1%Computer and TechnologyVZVerizon Communications$1,160,250$490,327 ▲73.2%25,8350.1%Computer and TechnologyJPMJPMorgan Chase & Co.$1,138,433$12,230 ▲1.1%5,3990.1%FinanceSPYSPDR S&P 500 ETF Trust$1,041,665$189,917 ▼-15.4%1,8100.1%FinanceAVGOBroadcom$1,033,620$924,428 ▲846.6%5,9920.1%Computer and TechnologyCVXChevron$1,008,947$12,076 ▲1.2%6,8510.1%Oils/EnergyJNJJohnson & Johnson$1,004,286$64,824 ▲6.9%6,1970.1%MedicalAGGiShares Core U.S. Aggregate Bond ETF$956,495$59,851 ▲6.7%9,4450.0%FinancePHParker-Hannifin$955,944$126,364 ▼-11.7%1,5130.0%Industrial ProductsLLYEli Lilly and Company$954,157$7,088 ▼-0.7%1,0770.0%MedicalASMLASML$943,620$65,853 ▼-6.5%1,1320.0%Computer and TechnologyVVisa$925,207$44,817 ▼-4.6%3,3650.0%Business ServicesAMPAmeriprise Financial$845,658$66,713 ▼-7.3%1,8000.0%FinanceSHOPShopify$832,735$32,216 ▲4.0%10,3910.0%Computer and TechnologyWMTWalmart$822,923$37,629 ▲4.8%10,1910.0%Retail/WholesaleUSBU.S. Bancorp$821,319$83,320 ▼-9.2%17,7730.0%FinanceTSLATesla$790,384$13,866 ▲1.8%3,0210.0%Auto/Tires/TrucksCRMSalesforce$759,4940.0%2,7730.0%Computer and TechnologyLENLennar$758,169$183,730 ▼-19.5%4,0440.0%ConstructionNFLXNetflix$737,641$41,847 ▼-5.4%1,0400.0%Consumer DiscretionaryDEODiageo$720,734$30,007 ▼-4.0%5,0920.0%Consumer StaplesAMGNAmgen$707,895$43,498 ▼-5.8%2,1970.0%MedicalSONYSony Group$699,746$42,491 ▼-5.7%7,2460.0%Consumer DiscretionaryIRIngersoll Rand$688,6910.0%7,0160.0%Industrial ProductsNEMNewmont$688,276$124,271 ▼-15.3%12,8770.0%Basic MaterialsIEMGiShares Core MSCI Emerging Markets ETF$677,4380.0%11,8000.0%ETFAPDAir Products and Chemicals$676,763$7,741 ▼-1.1%2,2730.0%Basic MaterialsUNHUnitedHealth Group$674,721$21,633 ▲3.3%1,1540.0%MedicalMDTMedtronic$672,063$483,376 ▼-41.8%7,4370.0%MedicalFEFirstEnergy$668,3100.0%15,0690.0%UtilitiesETNEaton$667,5200.0%2,0140.0%Industrial ProductsLOWLowe's Companies$664,124$106,715 ▼-13.8%2,4520.0%Retail/WholesaleECLEcolab$662,998$47,320 ▼-6.7%2,5920.0%Basic MaterialsGOOGAlphabet$659,2300.0%3,9430.0%Computer and TechnologySNYSanofi$652,544$12,102 ▲1.9%11,3230.0%MedicalTTETotalEnergies$648,135$46,906 ▼-6.7%9,9350.0%Oils/EnergyANSSANSYS$646,500$12,108 ▼-1.8%2,0290.0%Computer and TechnologyCOFCapital One Financial$645,4860.0%4,3110.0%FinanceCTVACorteva$641,223$79,954 ▼-11.1%10,9070.0%Consumer StaplesMLMMartin Marietta Materials$639,979$117,338 ▼-15.5%1,1890.0%ConstructionSOSouthern$632,973$14,790 ▲2.4%7,0190.0%UtilitiesKMIKinder Morgan$607,1440.0%27,4850.0%Oils/EnergyCARRCarrier Global$584,921$69,221 ▼-10.6%7,2670.0%Computer and TechnologyMBBiShares MBS ETF$575,818$269,226 ▲87.8%6,0100.0%ETFCSCOCisco Systems$561,258$12,613 ▲2.3%10,5460.0%Computer and TechnologyEMREmerson Electric$557,6780.0%5,0990.0%Industrial ProductsMCHPMicrochip Technology$554,001$4,496 ▼-0.8%6,9000.0%Computer and TechnologySAPSAP$553,964$123,714 ▼-18.3%2,4180.0%Computer and TechnologyMAMastercard$549,106$6,419 ▼-1.2%1,1120.0%Business ServicesXYLXylem$548,222$36,458 ▼-6.2%4,0600.0%Business ServicesHONHoneywell International$546,748$43,616 ▼-7.4%2,6450.0%Multi-Sector ConglomeratesGSThe Goldman Sachs Group$536,2040.0%1,0830.0%FinancePYPLPayPal$535,520$6,711 ▲1.3%6,8630.0%Computer and TechnologyGDGeneral Dynamics$533,0810.0%1,7640.0%AerospaceAWKAmerican Water Works$532,314$32,173 ▼-5.7%3,6400.0%UtilitiesALCAlcon$528,870$38,027 ▼-6.7%5,2850.0%MedicalDDOGDatadog$526,284$43,378 ▼-7.6%4,5740.0%Computer and TechnologyBKRBaker Hughes$522,8010.0%14,4620.0%Oils/EnergyPNCThe PNC Financial Services Group$521,277$73,940 ▼-12.4%2,8200.0%FinanceBRK.BBerkshire Hathaway$516,8720.0%1,1230.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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