ANGELES WEALTH MANAGEMENT, LLC Q1 2024 Filing
Filed May 8, 2024
Portfolio Value
$999.7T
Holdings
296
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (296 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MGKVANGUARD WORLD FD | 420,090 | $120.4T | 12.04% | |
| 2 | VTVANGUARD INTL EQUITY INDEX F | 1,066,891 | $117.9T | 11.79% | |
| 3 | SPYVSPDR SER TR | 1,606,015 | $80.5T | 8.05% | |
| 4 | VOOVANGUARD INDEX FDS | 152,706 | $73.4T | 7.34% | |
| 5 | VXUSVANGUARD STAR FDS | 1,036,633 | $62.5T | 6.25% | |
| 6 | SUBISHARES TR | 512,989 | $53.7T | 5.37% | |
| 7 | VTVVANGUARD INDEX FDS | 184,718 | $30.1T | 3.01% | |
| 8 | MSFTMICROSOFT CORP | 71,378 | $30.0T | 3.00% | |
| 9 | VGKVANGUARD INTL EQUITY INDEX F | 377,367 | $25.4T | 2.54% | |
| 10 | SPYSPDR S&P 500 ETF TR | 45,389 | $23.7T | 2.37% | |
| 11 | ARESARES MANAGEMENT CORPORATION | 173,339 | $23.1T | 2.31% | |
| 12 | SCHGSCHWAB STRATEGIC TR | 246,083 | $22.8T | 2.28% | |
| 13 | URTHISHARES INC | 133,902 | $19.4T | 1.94% | |
| 14 | SJNKSPDR SER TR | 740,167 | $18.7T | 1.87% | |
| 15 | AAPLAPPLE INC | 107,010 | $18.4T | 1.84% | |
| 16 | EWJISHARES INC | 230,275 | $16.4T | 1.64% | |
| 17 | BKLNINVESCO EXCH TRADED FD TR II | 737,784 | $15.6T | 1.56% | |
| 18 | IXUSISHARES TR | 212,503 | $14.4T | 1.44% | |
| 19 | SHYISHARES TR | 172,267 | $14.1T | 1.41% | |
| 20 | VTIVANGUARD INDEX FDS | 44,726 | $11.6T | 1.16% | |
| 21 | AMZNAMAZON COM INC | 43,302 | $7.8T | 0.78% | |
| 22 | PFFISHARES TR | 240,390 | $7.7T | 0.78% | |
| 23 | VGSHVANGUARD SCOTTSDALE FDS | 127,360 | $7.4T | 0.74% | |
| 24 | NVDANVIDIA CORPORATION | 8,036 | $7.3T | 0.73% | |
| 25 | VUGVANGUARD INDEX FDS | 19,769 | $6.8T | 0.68% | |
| 26 | COSTCOSTCO WHSL CORP NEW | 7,926 | $5.8T | 0.58% | |
| 27 | GOOGALPHABET INC | 30,018 | $4.6T | 0.46% | |
| 28 | BACBANK AMERICA CORP | 117,310 | $4.4T | 0.44% | |
| 29 | SHWSHERWIN WILLIAMS CO | 12,173 | $4.2T | 0.42% | |
| 30 | HDHOME DEPOT INC | 10,808 | $4.1T | 0.41% | |
| 31 | MRKMERCK & CO INC | 26,382 | $3.5T | 0.35% | |
| 32 | BRK/BBERKSHIRE HATHAWAY INC DEL | 8,278 | $3.5T | 0.35% | |
| 33 | GOOGLALPHABET INC | 22,994 | $3.5T | 0.35% | |
| 34 | METAMETA PLATFORMS INC | 7,097 | $3.4T | 0.34% | |
| 35 | LLYELI LILLY & CO | 4,053 | $3.2T | 0.32% | |
| 36 | VVISA INC | 10,992 | $3.1T | 0.31% | |
| 37 | DFUVDIMENSIONAL ETF TRUST | 63,148 | $2.6T | 0.26% | |
| 38 | IVVISHARES TR | 4,784 | $2.5T | 0.25% | |
| 39 | JPMJPMORGAN CHASE & CO | 11,855 | $2.4T | 0.24% | |
| 40 | XOMEXXON MOBIL CORP | 19,873 | $2.3T | 0.23% | |
| 41 | MAMASTERCARD INCORPORATED | 4,733 | $2.3T | 0.23% | |
| 42 | CLCOLGATE PALMOLIVE CO | 24,784 | $2.2T | 0.22% | |
| 43 | JNJJOHNSON & JOHNSON | 14,057 | $2.2T | 0.22% | |
| 44 | TMOTHERMO FISHER SCIENTIFIC INC | 3,807 | $2.2T | 0.22% | |
| 45 | PEPPEPSICO INC | 12,436 | $2.2T | 0.22% | |
| 46 | ISRGINTUITIVE SURGICAL INC | 4,746 | $1.9T | 0.19% | |
| 47 | NVONOVO-NORDISK A S | 14,167 | $1.8T | 0.18% | |
| 48 | ABBVABBVIE INC | 9,710 | $1.8T | 0.18% | |
| 49 | AVUSAMERICAN CENTY ETF TR | 19,750 | $1.8T | 0.18% | |
| 50 | AMBPARDAGH METAL PACKAGING S A | 485,135 | $1.7T | 0.17% | |
| 51 | PWRQUANTA SVCS INC | 5,868 | $1.5T | 0.15% | |
| 52 | BXBLACKSTONE INC | 11,537 | $1.5T | 0.15% | |
| 53 | MCOMOODYS CORP | 3,845 | $1.5T | 0.15% | |
| 54 | UNPUNION PAC CORP | 5,922 | $1.5T | 0.15% | |
| 55 | IWFISHARES TR | 4,242 | $1.4T | 0.14% | |
| 56 | CITCINTAS CORP | 2,040 | $1.4T | 0.14% | |
| 57 | VIGVANGUARD SPECIALIZED FUNDS | 7,569 | $1.4T | 0.14% | |
| 58 | NKENIKE INC | 14,463 | $1.4T | 0.14% | |
| 59 | FNDXSCHWAB STRATEGIC TR | 19,218 | $1.3T | 0.13% | |
| 60 | CRMSALESFORCE INC | 4,238 | $1.3T | 0.13% | |
| 61 | ACWVISHARES INC | 11,657 | $1.2T | 0.12% | |
| 62 | NFLXNETFLIX INC | 1,990 | $1.2T | 0.12% | |
| 63 | AVGOBROADCOM INC | 878 | $1.2T | 0.12% | |
| 64 | DFICDIMENSIONAL ETF TRUST | 43,295 | $1.2T | 0.12% | |
| 65 | LINLINDE PLC | 2,416 | $1.1T | 0.11% | |
| 66 | UNHUNITEDHEALTH GROUP INC | 2,180 | $1.1T | 0.11% | |
| 67 | FFORD MTR CO DEL | 79,403 | $1.1T | 0.11% | |
| 68 | COPCONOCOPHILLIPS | 8,229 | $1.0T | 0.10% | |
| 69 | DISDISNEY WALT CO | 8,301 | $1.0T | 0.10% | |
| 70 | TSLATESLA INC | 5,683 | $999.0B | 0.10% | |
| 71 | CPNGCOUPANG INC | 54,604 | $971.4B | 0.10% | |
| 72 | ACNACCENTURE PLC IRELAND | 2,750 | $953.2B | 0.10% | |
| 73 | IDEVISHARES TR | 13,983 | $938.7B | 0.09% | |
| 74 | XLESELECT SECTOR SPDR TR | 9,805 | $925.7B | 0.09% | |
| 75 | EVREVERCORE INC | 4,800 | $924.4B | 0.09% | |
| 76 | EFVISHARES TR | 16,964 | $922.8B | 0.09% | |
| 77 | RSGREPUBLIC SVCS INC | 4,812 | $921.2B | 0.09% | |
| 78 | LGIHLGI HOMES INC | 7,838 | $912.1B | 0.09% | |
| 79 | DHRDANAHER CORPORATION | 3,630 | $906.5B | 0.09% | |
| 80 | ABTABBOTT LABS | 7,915 | $899.6B | 0.09% | |
| 81 | CVXCHEVRON CORP NEW | 5,562 | $877.4B | 0.09% | |
| 82 | DUHPDIMENSIONAL ETF TRUST | 27,754 | $877.3B | 0.09% | |
| 83 | QCOMQUALCOMM INC | 5,036 | $852.6B | 0.09% | |
| 84 | MDUMDU RES GROUP INC | 33,481 | $843.7B | 0.08% | |
| 85 | NOWSERVICENOW INC | 1,079 | $822.6B | 0.08% | |
| 86 | MSIMOTOROLA SOLUTIONS INC | 2,316 | $822.1B | 0.08% | |
| 87 | MCDMCDONALDS CORP | 2,846 | $802.4B | 0.08% | |
| 88 | AMDADVANCED MICRO DEVICES INC | 4,387 | $791.8B | 0.08% | |
| 89 | PGPROCTER AND GAMBLE CO | 4,869 | $790.0B | 0.08% | |
| 90 | RTXRTX CORPORATION | 7,695 | $750.5B | 0.08% | |
| 91 | PGRPROGRESSIVE CORP | 3,578 | $740.0B | 0.07% | |
| 92 | IWMISHARES TR | 3,507 | $737.5B | 0.07% | |
| 93 | PAGPPLAINS GP HLDGS L P | 39,649 | $723.6B | 0.07% | |
| 94 | ADBEADOBE INC | 1,429 | $721.1B | 0.07% | |
| 95 | BALLBALL CORP | 10,607 | $714.5B | 0.07% | |
| 96 | VYMVANGUARD WHITEHALL FDS | 5,902 | $714.1B | 0.07% | |
| 97 | EEMISHARES TR | 17,254 | $708.8B | 0.07% | |
| 98 | NDQINVESCO QQQ TR | 1,542 | $684.7B | 0.07% | |
| 99 | KOCOCA COLA CO | 11,149 | $682.1B | 0.07% | |
| 100 | KNFKNIFE RIVER CORP | 8,375 | $679.0B | 0.07% |
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