ANGELES WEALTH MANAGEMENT, LLC

13F Portfolio Filings

Latest portfolio report
Q1 2024 - May 8, 2024
Value $
$1B
Signature - Title
Edward Lowndes - Chief Compliance Officer
Location
429 Santa Monica Blvd, Suite 650, Santa Monica, California
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 296 $1B +$149M -$29.1M +$120M MGK, VT, SPYV, VOO, VXUS, SUB 13F-HR 5/8/2024, 02:17 PM
Q4 2023 258 $821M +$50.8M -$9.78M +$41M MGK, VT, SPYV, VOO, VXUS, SUB 13F-HR 2/13/2024, 04:21 PM
Q3 2023 223 $708M +$55.8M -$44.4M +$11.4M MGK, VT, SPYV, VOO, VXUS, SUB 13F-HR 10/27/2023, 04:56 PM
Q2 2023 216 $734M +$61.4M -$35.2M +$26.2M MGK, VT, VXUS, SPYV, SUB, VGK 13F-HR 8/10/2023, 04:58 PM
Q1 2023 205 $672M +$90.6M -$17M +$73.6M VT, MGK, VXUS, SUB, SPYV, VTV 13F-HR 5/11/2023, 03:58 PM
Q4 2022 211 $571M +$65.9M -$27.7M +$38.2M VT, MGK, SUB, SPYV, VTV, VOO 13F-HR 2/14/2023, 03:49 PM
Q3 2022 211 $505M +$67.5M -$25.7M +$41.9M MGK, VT, VXUS, SUB, SPYV, VTV 13F-HR 11/3/2022, 12:01 PM
Q2 2022 196 $501M +$123M -$55.2M +$67.9M MGK, VXUS, VTV, VT, SUB, VOO 13F-HR 8/4/2022, 03:07 PM
Q1 2022 192 $528M MGK, SPYV, VT, VXUS, VOO, SJNK 13F-HR 5/16/2022, 04:20 PM