HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD WORLD FD (MGK) |
348,111 | +13,094 | $90,338 |
| MGK | 348,111 | +13,094 | $90,338 |
| VANGUARD INTL EQUITY INDEX F (VT) |
845,682 | +61,462 | $87,004 |
| VT | 845,682 | +61,462 | $87,004 |
| SPDR SER TR (SPYV) |
1,337,856 | +30,587 | $62,384 |
| SPYV | 1,337,856 | +30,587 | $62,384 |
| VANGUARD INDEX FDS (VOO) |
142,360 | +6,420 | $62,183 |
| VOO | 142,360 | +6,420 | $62,183 |
| VANGUARD STAR FDS (VXUS) |
1,046,104 | +69,222 | $60,632 |
| VXUS | 1,046,104 | +69,222 | $60,632 |
| ISHARES TR (SUB) |
480,109 | +62,471 | $50,618 |
| SUB | 480,109 | +62,471 | $50,618 |
| VANGUARD INDEX FDS (VTV) |
199,990 | -4,019 | $29,899 |
| VTV | 199,990 | -4,019 | $29,899 |
| MICROSOFT CORP |
67,141 | +599 | $25,248 |
| MSFT | 67,141 | +599 | $25,248 |
| ISHARES TR (IXUS) |
347,101 | -679 | $22,537 |
| IXUS | 347,101 | -679 | $22,537 |
| VANGUARD INTL EQUITY INDEX F (VGK) |
329,639 | -2,319 | $21,255 |
| VGK | 329,639 | -2,319 | $21,255 |
| SPDR S&P 500 ETF TR (SPY) |
42,616 | +1,205 | $20,256 |
| SPY | 42,616 | +1,205 | $20,256 |
| ISHARES INC (URTH) |
144,737 | -4,513 | $19,253 |
| URTH | 144,737 | -4,513 | $19,253 |
| APPLE INC |
98,408 | -2,887 | $18,947 |
| AAPL | 98,408 | -2,887 | $18,947 |
| ARES MANAGEMENT CORPORATION |
144,223 | -51 | $17,151 |
| ARES | 144,223 | -51 | $17,151 |
| SPDR SER TR (SJNK) |
659,293 | -8,084 | $16,575 |
| SJNK | 659,293 | -8,084 | $16,575 |
| INVESCO EXCH TRADED FD TR II (BKLN) |
654,719 | -1,874 | $13,867 |
| BKLN | 654,719 | -1,874 | $13,867 |
| ISHARES TR (SHY) |
148,745 | +2,230 | $12,203 |
| SHY | 148,745 | +2,230 | $12,203 |
| VANGUARD INDEX FDS (VTI) |
45,566 | +1,006 | $10,809 |
| VTI | 45,566 | +1,006 | $10,809 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
142,550 | -27,499 | $8,315 |
| VGSH | 142,550 | -27,499 | $8,315 |
| AMAZON COM INC |
49,772 | +1,471 | $7,562 |
| AMZN | 49,772 | +1,471 | $7,562 |
| VANGUARD INDEX FDS (VUG) |
23,996 | -166 | $7,460 |
| VUG | 23,996 | -166 | $7,460 |
| ISHARES TR (PFF) |
218,456 | +4,966 | $6,814 |
| PFF | 218,456 | +4,966 | $6,814 |
| COSTCO WHSL CORP NEW |
7,752 | -238 | $5,117 |
| COST | 7,752 | -238 | $5,117 |
| ALPHABET INC |
30,624 | +7,660 | $4,316 |
| GOOG | 30,624 | +7,660 | $4,316 |
| BANK AMERICA CORP |
114,820 | +101,584 | $3,866 |
| BAC | 114,820 | +101,584 | $3,866 |
| SHERWIN WILLIAMS CO |
11,981 | +142 | $3,737 |
| SHW | 11,981 | +142 | $3,737 |
| HOME DEPOT INC |
9,619 | -409 | $3,333 |
| HD | 9,619 | -409 | $3,333 |
| NVIDIA CORPORATION |
6,416 | +428 | $3,177 |
| NVDA | 6,416 | +428 | $3,177 |
 BERKSHIRE HATHAWAY INC DEL |
$2,694 | ||
| BRK.B | 7,553 | +1,116 | $2,694 |
| MERCK & CO INC |
24,335 | +44 | $2,653 |
| MRK | 24,335 | +44 | $2,653 |
| ALPHABET INC |
17,990 | -1,826 | $2,513 |
| GOOGL | 17,990 | -1,826 | $2,513 |
| VISA INC |
9,619 | +561 | $2,504 |
| V | 9,619 | +561 | $2,504 |
| ISHARES TR (IVV) |
5,099 | -97 | $2,435 |
| IVV | 5,099 | -97 | $2,435 |
| ISHARES TR (IWB) |
9,230 | UNCH | $2,421 |
| IWB | 9,230 | UNCH | $2,421 |
| DIMENSIONAL ETF TRUST (DFUV) |
63,148 | -3,550 | $2,350 |
| DFUV | 63,148 | -3,550 | $2,350 |
| JOHNSON & JOHNSON |
14,802 | +2,436 | $2,320 |
| JNJ | 14,802 | +2,436 | $2,320 |
| THERMO FISHER SCIENTIFIC INC |
3,781 | -249 | $2,007 |
| TMO | 3,781 | -249 | $2,007 |
| PEPSICO INC |
11,785 | +206 | $2,002 |
| PEP | 11,785 | +206 | $2,002 |
| ELI LILLY & CO |
3,409 | +237 | $1,987 |
| LLY | 3,409 | +237 | $1,987 |
| META PLATFORMS INC |
5,403 | +522 | $1,912 |
| META | 5,403 | +522 | $1,912 |
| ARDAGH METAL PACKAGING S A |
485,135 | +485,135 | $1,863 |
| AMBP | 485,135 | +485,135 | $1,863 |
| EXXON MOBIL CORP |
18,290 | -1,921 | $1,829 |
| XOM | 18,290 | -1,921 | $1,829 |
| COLGATE PALMOLIVE CO |
22,698 | +50 | $1,809 |
| CL | 22,698 | +50 | $1,809 |
| JPMORGAN CHASE & CO |
10,549 | +287 | $1,794 |
| JPM | 10,549 | +287 | $1,794 |
| MASTERCARD INCORPORATED |
3,999 | -336 | $1,706 |
| MA | 3,999 | -336 | $1,706 |
| ISHARES TR (IWD) |
10,080 | UNCH | $1,666 |
| IWD | 10,080 | UNCH | $1,666 |
| INTUITIVE SURGICAL INC |
4,619 | +20 | $1,558 |
| ISRG | 4,619 | +20 | $1,558 |
| NIKE INC |
14,229 | -1,200 | $1,545 |
| NKE | 14,229 | -1,200 | $1,545 |
| MOODYS CORP |
3,835 | +88 | $1,498 |
| MCO | 3,835 | +88 | $1,498 |
| BLACKSTONE INC |
11,383 | +20 | $1,490 |
| BX | 11,383 | +20 | $1,490 |
See Full List: All Stocks Held By Angeles Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Angeles Wealth Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $820,782 At 09/30/2023: $707,834 Angeles Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Angeles Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |
