Angeles Investment Advisors, LLC
Follow13F filer, CIK 1535695, SANTA MONICA, CA
Angeles Investment Advisors, LLC reported $1,857,663,687 across 30 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 91.39% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-25-009563
- Period
- 2025-03-31
- Reported value
- $1.86B
- Holdings
- 30
- Top 10 weight
- 91.39%
- New
- 6
- Sold out
- 171
Part of the filer group ANGELES WEALTH MANAGEMENT, LLC
How groups are builtLargest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VGKnew | +2,734,500 | $192M |
| VXUSadded | +2,163,828 | $134M |
| KWEBnew | +1,514,000 | $52.9M |
| EWJnew | +358,000 | $24.5M |
| HDVnew | +164,000 | $19.9M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| MGKreduced | -547,250 | -$169M |
| IWPexited | -632,300 | -$80.1M |
| BKLNexited | -3,427,390 | -$72.2M |
| IWMexited | -266,155 | -$58.8M |
| JNKexited | -421,800 | -$40.3M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 30 share positions
Sold out in Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| IWPISHARES TR | 632,300 | $80.1M | shares |
| BKLNINVESCO EXCH TRADED FD TR II | 3,427,390 | $72.2M | shares |
| IWMISHARES TR | 266,155 | $58.8M | shares |
| JNKSPDR SERIES TRUST | 421,800 | $40.3M | shares |
| VYMVANGUARD WHITEHALL FDS | 130,200 | $16.6M | shares |
| KBESPDR SERIES TRUST | 175,500 | $9.73M | shares |
| AAPLAPPLE INC | 20,142 | $5.04M | shares |
| EFAISHARES TR | 62,785 | $4.75M | shares |
| MSFTMICROSOFT CORP | 11,091 | $4.67M | shares |
| VEAVANGUARD TAX-MANAGED FDS | 83,047 | $3.97M | shares |
| NVDANVIDIA CORPORATION | 27,790 | $3.73M | shares |
| AMZNAMAZON COM INC | 14,702 | $3.23M | shares |
| VYMIVANGUARD WHITEHALL FDS | 44,000 | $2.99M | shares |
| GOOGLALPHABET INC | 9,691 | $1.83M | shares |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 8,518 | $1.68M | shares |
| METAMETA PLATFORMS INC | 2,538 | $1.49M | shares |
| PGPROCTER & GAMBLE CO | 8,106 | $1.36M | shares |
| JPMJPMORGAN CHASE & CO | 5,416 | $1.3M | shares |
| AVGOBROADCOM INC | 5,559 | $1.29M | shares |
| QCOMQUALCOMM INC | 7,842 | $1.2M | shares |
| TSLATESLA INC | 2,961 | $1.2M | shares |
| ADBEADOBE INC | 2,510 | $1.12M | shares |
| SPYSTATE STR SPDR S&P 500 ETF T | 1,810 | $1.06M | shares |
| KOCOCA COLA CO | 16,873 | $1.05M | shares |
| VZVERIZON COMMUNICATIONS INC | 25,607 | $1.02M | shares |
| HONHONEYWELL INTL INC | 4,402 | $994K | shares |
| PHPARKER-HANNIFIN CORP | 1,513 | $962K | shares |
| AMPAMERIPRISE FINL INC | 1,800 | $958K | shares |
| CVXCHEVRON CORPORATION | 6,558 | $950K | shares |
| CRMSALESFORCE INC | 2,790 | $933K | shares |
| WMTWALMART INC | 10,036 | $909K | shares |
| GOOGALPHABET INC | 4,631 | $882K | shares |
| USBUS BANCORP | 17,616 | $851K | shares |
| JNJJOHNSON & JOHNSON | 5,701 | $824K | shares |
| LLYELI LILLY & CO | 996 | $769K | shares |
| COFCAPITAL ONE FINL CORP | 4,280 | $763K | shares |
| SONYSONY GROUP CORP | 35,608 | $753K | shares |
| KMIKINDER MORGAN INC DEL | 27,485 | $753K | shares |
| IJRISHARES TR | 6,375 | $735K | shares |
| VVISA INC | 2,296 | $726K | shares |
| ANSYS INCANSYS INC | 2,010 | $678K | shares |
| ECLECOLAB INC | 2,767 | $650K | shares |
| ETNEATON CORP PLC | 1,946 | $646K | shares |
| LOWLOWES COS INC | 2,587 | $638K | shares |
| APDAIR PRODUCTS AND CHEMICALS I | 2,190 | $635K | shares |
| CSCOCISCO SYS INC | 10,546 | $624K | shares |
| CTVACORTEVA INC | 10,907 | $621K | shares |
| IEMGISHARES INC | 11,800 | $616K | shares |
| MLMMARTIN MARIETTA MATLS INC | 1,189 | $614K | shares |
| BKRBAKER HUGHES COMPANY | 14,830 | $608K | shares |
| IRINGERSOLL RAND INC | 6,711 | $607K | shares |
| PNCPNC FINL SVCS GROUP INC | 3,142 | $606K | shares |
| MAMASTERCARD INCORPORATED | 1,150 | $606K | shares |
| BLKBLACKROCK INC | 590 | $605K | shares |
| LENLENNAR CORP | 4,424 | $603K | shares |
| PYPLPAYPAL HLDGS INC | 6,874 | $587K | shares |
| FEFIRSTENERGY CORP | 14,664 | $583K | shares |
| SAPSAP SE | 2,369 | $583K | shares |
| DEODIAGEO PLC | 4,577 | $582K | shares |
| SOSOUTHERN CO | 7,019 | $578K | shares |
| MDTMEDTRONIC PLC | 7,057 | $566K | shares |
| AMGNAMGEN INC | 2,095 | $546K | shares |
| NEMNEWMONT CORP | 14,631 | $545K | shares |
| SCHWCHARLES SCHWAB CORP (THE) | 7,190 | $532K | shares |
| SNYSANOFI SA | 10,989 | $530K | shares |
| RPMRPM INTL INC | 4,200 | $517K | shares |
| UNHUNITEDHEALTH GROUP INC | 1,019 | $515K | shares |
| TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR | 9,348 | $515K | shares |
| BXBLACKSTONE INC | 2,968 | $512K | shares |
| ATOATMOS ENERGY CORP | 3,660 | $510K | shares |
| BRK-BBERKSHIRE HATHAWAY INC DEL | 1,123 | $509K | shares |
| BACBANK OF AMER CORP | 11,409 | $501K | shares |
| XYLXYLEM INC | 4,267 | $495K | shares |
| EMREMERSON ELEC CO | 3,975 | $493K | shares |
| CARRCARRIER GLOBAL CORPORATION | 7,162 | $490K | shares |
| RTXRTX CORPORATION | 4,149 | $480K | shares |
| AWKAMERICAN WTR WKS CO INC NEW | 3,847 | $479K | shares |
| DISDISNEY WALT CO | 4,236 | $474K | shares |
| GDGENERAL DYNAMICS CORP | 1,779 | $469K | shares |
| MEOHMETHANEX CORP | 9,365 | $468K | shares |
| NOWSERVICENOW INC | 432 | $458K | shares |
| AIGAMERICAN INTL GROUP INC | 6,265 | $456K | shares |
| NFLXNETFLIX INC. | 506 | $451K | shares |
| TDYTELEDYNE TECHNOLOGIES INC | 968 | $449K | shares |
| CTRACOTERRA ENERGY INC | 17,400 | $444K | shares |
| SYYSYSCO CORP | 5,789 | $443K | shares |
| PFEPFIZER INC | 16,507 | $438K | shares |
| ALCALCON AG | 5,154 | $438K | shares |
| CBCHUBB LIMITED | 1,554 | $431K | shares |
| GSGOLDMAN SACHS GROUP INC | 751 | $430K | shares |
| ACNACCENTURE PLC IRELAND | 1,203 | $423K | shares |
| MUFGMITSUBISHI UFJ FINANCIAL GRO | 36,072 | $423K | shares |
| EMBJEMBRAER S.A. | 11,441 | $420K | shares |
| XELXCEL ENERGY INC | 6,015 | $406K | shares |
| MCHPMICROCHIP TECHNOLOGY INC. | 6,900 | $396K | shares |
| AZOAUTOZONE INC | 121 | $387K | shares |
| INTUINTUIT | 616 | $387K | shares |
| CFRCULLEN FROST BANKERS INC | 2,820 | $379K | shares |
| SYKSTRYKER CORPORATION | 1,045 | $376K | shares |
| PHGKONINKLIJKE PHILIPS N V | 14,806 | $375K | shares |
| PRUPRUDENTIAL FINL INC | 3,158 | $374K | shares |
| HIGHARTFORD INSURANCE GROUP INC | 3,397 | $372K | shares |
| INTCINTEL CORP | 17,918 | $359K | shares |
| OREALTY INCOME CORP | 6,457 | $345K | shares |
| HOLXHOLOGIC INC | 4,780 | $345K | shares |
| MRKMERCK & CO INC | 3,395 | $338K | shares |
| WITWIPRO LTD | 94,615 | $335K | shares |
| HDBHDFC BANK LTD | 5,211 | $333K | shares |
| ALLALLSTATE CORP | 1,700 | $329K | shares |
| WBDWARNER BROS DISCOVERY INC | 31,116 | $329K | shares |
| MCOMOODYS CORP | 690 | $327K | shares |
| STZCONSTELLATION BRANDS INC | 1,476 | $326K | shares |
| MARMARRIOTT INTL INC NEW | 1,133 | $316K | shares |
| NKENIKE INC | 4,116 | $313K | shares |
| XOMEXXON MOBIL CORP | 2,875 | $309K | shares |
| ASMLASML HLDG NV | 444 | $308K | shares |
| ELSEQUITY LIFESTYLE PROPERTIES | 4,580 | $307K | shares |
| BAXBAXTER INTL INC | 10,204 | $299K | shares |
| PGRPROGRESSIVE CORP | 1,238 | $297K | shares |
| HDHOME DEPOT INC | 761 | $296K | shares |
| AEPAMERICAN ELEC PWR CO INC | 3,208 | $296K | shares |
| OSKOSHKOSH CORP | 3,090 | $294K | shares |
| RDYDR REDDYS LABS LTD | 18,597 | $294K | shares |
| TJXTJX COS INC NEW | 2,374 | $287K | shares |
| ABBVABBVIE INC | 1,611 | $286K | shares |
| VTIVANGUARD INDEX FDS | 980 | $284K | shares |
| SHOPSHOPIFY INC | 2,587 | $275K | shares |
| DGXQUEST DIAGNOSTICS INC | 1,820 | $275K | shares |
| NVONOVO-NORDISK A S | 3,186 | $274K | shares |
| IMAXIMAX CORP | 10,690 | $274K | shares |
| AZNASTRAZENECA PLC-SPONS ADR | 4,148 | $272K | shares |
| CMICUMMINS INC | 757 | $264K | shares |
| CNICANADIAN NATL RY CO | 2,552 | $259K | shares |
| AMDADVANCED MICRO DEVICES INC | 2,140 | $258K | shares |
| CVSCVS HEALTH CORP | 5,706 | $256K | shares |
| COPCONOCOPHILLIPS | 2,577 | $256K | shares |
| CBSHCOMMERCE BANCSHARES INC | 4,074 | $254K | shares |
| WMWASTE MGMT INC DEL | 1,256 | $253K | shares |
| RYROYAL BK CDA | 2,094 | $252K | shares |
| AXPAMERICAN EXPRESS CO | 850 | $252K | shares |
| TXNTEXAS INSTRS INC | 1,338 | $251K | shares |
| TKRTIMKEN CO | 3,495 | $249K | shares |
| SPGIS&P GLOBAL INC | 498 | $248K | shares |
| MOALTRIA GROUP INC | 4,739 | $248K | shares |
| CATCATERPILLAR INC | 679 | $246K | shares |
| MOHMOLINA HEALTHCARE INC | 838 | $244K | shares |
| DHRDANAHER CORP DEL | 1,060 | $243K | shares |
| ISRGINTUITIVE SURGICAL INC | 456 | $238K | shares |
| ATRAPTARGROUP INC | 1,488 | $234K | shares |
| WFCWELLS FARGO & CO | 3,250 | $228K | shares |
| WELLWELLTOWER INC | 1,802 | $227K | shares |
| MCKMCKESSON CORP | 393 | $224K | shares |
| AMATAPPLIED MATLS INC | 1,375 | $224K | shares |
| BKNGBOOKING HOLDINGS INC | 45 | $224K | shares |
| PMPHILIP MORRIS INTL INC | 1,847 | $222K | shares |
| NVSNOVARTIS AG | 2,254 | $219K | shares |
| ADPAUTOMATIC DATA PROCESSING IN | 747 | $219K | shares |
| MELIMERCADOLIBRE INC | 128 | $218K | shares |
| UBSUBS GROUP AG | 7,017 | $213K | shares |
| HSBCHSBC HLDGS PLC | 4,286 | $212K | shares |
| UMCUNITED MICROELECTRONICS CORP | 14,447 | $93.8K | shares |
| MFGMIZUHO FINANCIAL GROUP INC | 17,425 | $85.2K | shares |
| NOKNOKIA CORP | 17,248 | $76.4K | shares |
| AGGISHARES TR | 554 | $53.7K | shares |
| BBDBANCO BRADESCO S A | 22,292 | $42.6K | shares |
| SPYVSPDR SERIES TRUST | 800 | $40.9K | shares |
| LYGLLOYDS BANKING GROUP PLC | 11,379 | $31K | shares |
| ABEVAMBEV SA | 12,679 | $23.5K | shares |
| LEN-BLENNAR CORP | 154 | $20.4K | shares |
| EEMISHARES TR | 317 | $13.3K | shares |
| IWBISHARES TR | 32 | $10.3K | shares |
How Q1 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001398344-25-009563 | base | 2025-05-15 | acceptance time not in the bulk data set |