Angeles Investment Advisors, LLC Top Holdings and 13F Report (2025) About Angeles Investment Advisors, LLCInvestment ActivityAngeles Investment Advisors, LLC has $2.08 billion in total holdings as of December 31, 2024.Angeles Investment Advisors, LLC owns shares of 195 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 15.77% of the portfolio was purchased this quarter.About 10.25% of the portfolio was sold this quarter.This quarter, Angeles Investment Advisors, LLC has purchased 217 new stocks and bought additional shares in 41 stocks.Angeles Investment Advisors, LLC sold shares of 102 stocks and completely divested from 33 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $753,881,939Vanguard Mega Cap Growth ETF $287,052,985SPDR Bloomberg Short Term High Yield Bond ETF $134,195,165Vanguard Total International Stock ETF $113,279,665Vanguard Long-Term Corporate Bond ETF $106,561,500 Largest New Holdings this Quarter iShares Russell Mid-Cap Growth ETF $80,144,025 HoldingInvesco Senior Loan ETF $72,215,107 HoldingEnergy Select Sector SPDR Fund $11,307,120 HoldingSPDR S&P Bank ETF $9,734,985 HoldingiShares Core S&P Small-Cap ETF $734,528 Holding Largest Purchases this Quarter iShares Russell Mid-Cap Growth ETF 632,300 shares (about $80.14M)Invesco Senior Loan ETF 3,427,390 shares (about $72.22M)iShares Russell 2000 ETF 265,550 shares (about $58.68M)Vanguard Total International Stock ETF 628,020 shares (about $37.01M)Vanguard S&P 500 ETF 45,275 shares (about $24.39M) Largest Sales this Quarter Vanguard Value ETF 201,535 shares (about $34.12M)Vanguard Mega Cap Growth ETF 17,000 shares (about $5.84M)Vanguard Growth ETF 6,025 shares (about $2.47M)NVIDIA 13,976 shares (about $1.88M)Amazon.com 6,980 shares (about $1.53M) 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$753,881,939$24,394,623 ▲3.3%1,399,16136.3%ETFMGKVanguard Mega Cap Growth ETF$287,052,985$5,837,970 ▼-2.0%835,89013.8%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$134,195,165$11,741,250 ▲9.6%5,314,6606.5%ETFVXUSVanguard Total International Stock ETF$113,279,665$37,009,218 ▲48.5%1,922,2755.5%ETFVCLTVanguard Long-Term Corporate Bond ETF$106,561,5000.0%1,425,0005.1%ManufacturingIWPiShares Russell Mid-Cap Growth ETF$80,144,025$80,144,025 ▲New Holding632,3003.9%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$79,871,0900.0%2,171,0003.8%ETFBKLNInvesco Senior Loan ETF$72,215,107$72,215,107 ▲New Holding3,427,3903.5%ETFIWMiShares Russell 2000 ETF$58,809,609$58,675,928 ▲43,892.6%266,1552.8%FinanceVOTETCW Transform 500 ETF$52,650,752$17,516,454 ▲49.9%765,4392.5%ETFESGVVanguard ESG US Stock ETF$47,131,377$833,351 ▲1.8%449,3412.3%ETFJNKSPDR Bloomberg High Yield Bond ETF$40,269,2460.0%421,8001.9%FinanceFALNiShares Fallen Angels USD Bond ETF$34,573,4240.0%1,294,4001.7%ManufacturingVTVVanguard Value ETF$28,999,736$34,119,876 ▼-54.1%171,2921.4%ETFVYMVanguard High Dividend Yield ETF$16,612,2180.0%130,2000.8%ETFXLEEnergy Select Sector SPDR Fund$11,307,120$11,307,120 ▲New Holding132,0000.5%ETFVUGVanguard Growth ETF$11,262,474$2,472,901 ▼-18.0%27,4400.5%ETFKNFKnife River$10,860,5390.0%106,8530.5%ConstructionKBESPDR S&P Bank ETF$9,734,985$9,734,985 ▲New Holding175,5000.5%ETFIDViShares International Select Dividend ETF$5,939,817$411 ▼0.0%216,9400.3%ETFVSGXVanguard ESG International Stock ETF$5,717,061$818,465 ▼-12.5%100,8300.3%ETFAAPLApple$5,043,960$795,835 ▼-13.6%20,1420.2%Computer and TechnologyEFAiShares MSCI EAFE ETF$4,747,174$945,125 ▼-16.6%62,7850.2%FinanceMSFTMicrosoft$4,674,857$1,258,599 ▼-21.2%11,0910.2%Computer and TechnologyMDUMDU Resources Group$4,655,1250.0%258,3310.2%UtilitiesVEAVanguard FTSE Developed Markets ETF$3,971,308$351,955 ▼-8.1%83,0470.2%ETFNVDANVIDIA$3,731,919$1,876,837 ▼-33.5%27,7900.2%Computer and TechnologyAMZNAmazon.com$3,225,472$1,531,342 ▼-32.2%14,7020.2%Retail/WholesaleVYMIVanguard International High Dividend Yield ETF$2,986,7200.0%44,0000.1%ETFIVLUiShares MSCI Intl Value Factor ETF$2,105,905$1,031,671 ▼-32.9%77,6800.1%ETFGOOGLAlphabet$1,834,506$210,880 ▼-10.3%9,6910.1%Computer and TechnologyACWIiShares MSCI ACWI ETF$1,784,238$31,138 ▼-1.7%15,1850.1%ManufacturingTSMTaiwan Semiconductor Manufacturing$1,683,479$157,517 ▼-8.6%8,5180.1%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$1,657,137$480,741 ▼-22.5%37,6280.1%ETFMETAMeta Platforms$1,486,024$846,647 ▼-36.3%2,5380.1%Computer and TechnologyEFGiShares MSCI EAFE Growth ETF$1,467,459$1,369,661 ▼-48.3%15,1550.1%ETFPGProcter & Gamble$1,358,971$34,871 ▼-2.5%8,1060.1%Consumer StaplesJPMJPMorgan Chase & Co.$1,298,269$4,075 ▲0.3%5,4160.1%FinanceAVGOBroadcom$1,288,799$100,387 ▼-7.2%5,5590.1%Computer and TechnologyQCOMQUALCOMM$1,204,688$13,979 ▼-1.1%7,8420.1%Computer and TechnologyTSLATesla$1,195,770$24,230 ▼-2.0%2,9610.1%Auto/Tires/TrucksADBEAdobe$1,116,147$10,672 ▲1.0%2,5100.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,064,3620.0%1,8100.1%FinanceKOCoca-Cola$1,050,513$72,346 ▼-6.4%16,8730.1%Consumer StaplesVZVerizon Communications$1,024,024$9,118 ▼-0.9%25,6070.0%Computer and TechnologyHONHoneywell International$994,368$396,889 ▲66.4%4,4020.0%Multi-Sector ConglomeratesPHParker-Hannifin$962,3130.0%1,5130.0%Industrial ProductsAMPAmeriprise Financial$958,3740.0%1,8000.0%FinanceCVXChevron$949,861$42,438 ▼-4.3%6,5580.0%Oils/EnergyCRMSalesforce$933,320$5,687 ▲0.6%2,7900.0%Computer and TechnologyWMTWalmart$908,561$14,032 ▼-1.5%10,0360.0%Retail/WholesaleGOOGAlphabet$881,928$131,023 ▲17.4%4,6310.0%Computer and TechnologyUSBU.S. Bancorp$851,133$7,586 ▼-0.9%17,6160.0%FinanceJNJJohnson & Johnson$824,479$71,732 ▼-8.0%5,7010.0%MedicalLLYEli Lilly and Company$768,912$62,532 ▼-7.5%9960.0%MedicalCOFCapital One Financial$763,210$5,528 ▼-0.7%4,2800.0%FinanceSONYSony Group$753,465$600,140 ▲391.4%35,6080.0%Consumer StaplesKMIKinder Morgan$753,0890.0%27,4850.0%Oils/EnergyIJRiShares Core S&P Small-Cap ETF$734,528$734,528 ▲New Holding6,3750.0%ETFVVisa$725,628$337,847 ▼-31.8%2,2960.0%Business ServicesANSSANSYS$678,033$6,409 ▼-0.9%2,0100.0%Computer and TechnologyECLEcolab$649,712$41,091 ▲6.8%2,7670.0%Basic MaterialsETNEaton$645,819$22,567 ▼-3.4%1,9460.0%Industrial ProductsLOWLowe's Companies$638,472$33,318 ▲5.5%2,5870.0%Retail/WholesaleAPDAir Products and Chemicals$635,188$24,073 ▼-3.7%2,1900.0%Basic MaterialsCSCOCisco Systems$624,3230.0%10,5460.0%Computer and TechnologyCTVACorteva$621,2630.0%10,9070.0%Consumer StaplesIEMGiShares Core MSCI Emerging Markets ETF$616,1960.0%11,8000.0%ETFMLMMartin Marietta Materials$614,1190.0%1,1890.0%ConstructionBKRBaker Hughes$608,327$15,095 ▲2.5%14,8300.0%Oils/EnergyIRIngersoll Rand$607,077$27,590 ▼-4.3%6,7110.0%Industrial ProductsPNCThe PNC Financial Services Group$605,935$62,098 ▲11.4%3,1420.0%FinanceMAMastercard$605,556$20,010 ▲3.4%1,1500.0%Business ServicesBLACKROCK INC$604,815$604,815 ▲New Holding5900.0%COMLENLennar$603,301$51,821 ▲9.4%4,4240.0%ConstructionPYPLPayPal$586,696$939 ▲0.2%6,8740.0%Computer and TechnologyFEFirstEnergy$583,334$16,111 ▼-2.7%14,6640.0%UtilitiesSAPSAP$583,271$12,064 ▼-2.0%2,3690.0%Computer and TechnologyDEODiageo$581,874$65,472 ▼-10.1%4,5770.0%Consumer StaplesSOSouthern$577,8040.0%7,0190.0%UtilitiesMDTMedtronic$566,223$30,490 ▼-5.1%7,0570.0%MedicalAMGNAmgen$546,041$26,585 ▼-4.6%2,0950.0%MedicalNEMNewmont$544,566$65,284 ▲13.6%14,6310.0%Basic MaterialsSCHWCharles Schwab$532,132$2,960 ▼-0.6%7,1900.0%FinanceSNYSanofi$529,999$16,109 ▼-2.9%10,9890.0%MedicalRPMRPM International$516,8520.0%4,2000.0%ConstructionUNHUnitedHealth Group$515,471$68,291 ▼-11.7%1,0190.0%MedicalTTETotalEnergies$515,298$32,358 ▼-5.9%9,3480.0%Oils/EnergyBXBlackstone$511,743$41,381 ▲8.8%2,9680.0%FinanceATOAtmos Energy$509,7280.0%3,6600.0%UtilitiesBRK.BBerkshire Hathaway$509,0330.0%1,1230.0%FinanceBACBank of America$501,426$15,778 ▼-3.1%11,4090.0%FinanceXYLXylem$495,057$24,016 ▲5.1%4,2670.0%Business ServicesEMREmerson Electric$492,622$139,297 ▼-22.0%3,9750.0%Industrial ProductsCARRCarrier Global$490,361$7,189 ▼-1.4%7,1620.0%Computer and TechnologyRTXRTX$480,122$11,688 ▼-2.4%4,1490.0%AerospaceAWKAmerican Water Works$478,913$25,769 ▲5.7%3,8470.0%UtilitiesDISWalt Disney$473,704$2,237 ▲0.5%4,2360.0%Consumer DiscretionaryGDGeneral Dynamics$468,749$3,952 ▲0.9%1,7790.0%AerospaceMEOHMethanex$468,121$69,481 ▲17.4%9,3650.0%Basic MaterialsShowing 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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