$708 Million is the total value of ANGELES WEALTH MANAGEMENT, LLC's 224 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CLOV | Exit | CLOVER HEALTH INVESTMENTS CO | $0 | – | -14,144 | -100.0% | -0.00% | – |
| IVLU | Exit | ISHARES TRmsci intl vlu ft | $0 | – | -500 | -100.0% | -0.00% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -1,196 | -100.0% | -0.03% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -535 | -100.0% | -0.03% | – |
| OLED | Exit | UNIVERSAL DISPLAY CORP | $0 | – | -2,119 | -100.0% | -0.04% | – |
| UBS | Exit | UBS GROUP AG | $0 | – | -19,025 | -100.0% | -0.05% | – |
| BWXT | Exit | BWX TECHNOLOGIES INC | $0 | – | -7,075 | -100.0% | -0.07% | – |
| TECK | Exit | TECK RESOURCES LTDcl b | $0 | – | -12,036 | -100.0% | -0.07% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -7,090 | -100.0% | -0.10% | – |
| Exit | AMERICA MOVIL SAB DE CVspon ads rp cl b | $0 | – | -35,379 | -100.0% | -0.10% | – | |
| VSGX | Exit | VANGUARD WORLD FDesg intl stk etf | $0 | – | -17,105 | -100.0% | -0.12% | – |
| AXON | Exit | AXON ENTERPRISE INC | $0 | – | -5,031 | -100.0% | -0.13% | – |
| RACE | Exit | FERRARI N V | $0 | – | -3,282 | -100.0% | -0.14% | – |
| INSP | Exit | INSPIRE MED SYS INC | $0 | – | -3,660 | -100.0% | -0.16% | – |
| ESGV | Exit | VANGUARD WORLD FDesg us stk etf | $0 | – | -18,020 | -100.0% | -0.19% | – |
| TDG | Exit | TRANSDIGM GROUP INC | $0 | – | -1,883 | -100.0% | -0.23% | – |
| HSY | Exit | HERSHEY CO | $0 | – | -8,593 | -100.0% | -0.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WORLD FD | 7 | Q3 2023 | 10.9% |
| VANGUARD INTL EQUITY INDEX F | 7 | Q3 2023 | 10.3% |
| VANGUARD STAR FDS | 7 | Q3 2023 | 7.8% |
| SPDR SER TR | 7 | Q3 2023 | 10.1% |
| VANGUARD INDEX FDS | 7 | Q3 2023 | 7.5% |
| SPDR S&P 500 ETF TR | 7 | Q3 2023 | 3.7% |
| MICROSOFT CORP | 7 | Q3 2023 | 3.4% |
| SPDR SER TR | 7 | Q3 2023 | 3.8% |
| VANGUARD INTL EQUITY INDEX F | 7 | Q3 2023 | 5.6% |
| ARES MANAGEMENT CORPORATION | 7 | Q3 2023 | 3.1% |
View ANGELES WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-16 |
View ANGELES WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.