Angeles Wealth Management is an investment fund managing more than $1.06 trillion ran by Edward Lowndes. There are currently 202 companies in Mr. Lowndes’s portfolio. The largest investments include Vanguard World Fd and Vanguard Intl Equity Index F, together worth $295 billion.
As of 31st July 2024, Angeles Wealth Management’s top holding is 454,739 shares of Vanguard World Fd currently worth over $143 billion and making up 13.4% of the portfolio value.
In addition, the fund holds 1,514,341 shares of Vanguard Intl Equity Index F worth $153 billion.
The third-largest holding is Spdr Ser Tr worth $96.7 billion and the next is Vanguard Index Fds worth $115 billion, with 380,273 shares owned.
Currently, Angeles Wealth Management's portfolio is worth at least $1.06 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Angeles Wealth Management office and employees reside in Santa Monica, California. According to the last 13-F report filed with the SEC, Edward Lowndes serves as the Chief Compliance Officer at Angeles Wealth Management.
In the most recent 13F filing, Angeles Wealth Management revealed that it had opened a new position in
Safehold and bought 30,319 shares worth $585 million.
This means they effectively own approximately 0.1% of the company.
Safehold makes up
73.3%
of the fund's Real Estate sector allocation and has decreased its share price by 2.6% in the past year.
The investment fund also strengthened its position in Vanguard World Fd by buying
33,808 additional shares.
This makes their stake in Vanguard World Fd total 454,739 shares worth $143 billion.
On the other hand, there are companies that Angeles Wealth Management is getting rid of from its portfolio.
Angeles Wealth Management closed its position in Hilton Worldwide Inc on 7th August 2024.
It sold the previously owned 1,334 shares for $285 million.
Edward Lowndes also disclosed a decreased stake in Spdr Ser Tr by approximately 0.1%.
This leaves the value of the investment at $96.7 billion and 2,340,257 shares.
The two most similar investment funds to Angeles Wealth Management are Lindbrook Capital and Dfpg Investments. They manage $1.06 trillion and $1.06 trillion respectively.
Angeles Wealth Management’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 6.9% of
the total portfolio value.
The fund focuses on investments in the United States as
55.4% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
56% of the total holdings value.
On the other hand, small-cap stocks make up only 1.0% of the portfolio.
The average market cap of the portfolio companies is close to $161 billion.
These positions were updated on August 7th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard World Fd |
8.03%
454,739
|
$142,886,464,000 | 13.42% |
| Vanguard Intl Equity Index F |
4.03%
1,514,341
|
$152,578,291,000 | 14.33% |
| Spdr Ser Tr |
1.06%
2,340,257
|
$96,693,647,000 | 9.08% |
| Vanguard Index Fds |
7.42%
380,273
|
$115,142,923,000 | 10.81% |
| Vanguard Star Fds |
0.90%
1,046,014
|
$63,074,635,000 | 5.92% |
| Ishares Tr |
0.19%
1,259,230
|
$101,336,777,000 | 9.52% |
| Schwab Strategic Tr |
56.32%
416,675
|
$41,281,015,000 | 3.88% |
| Microsoft Corporation |
6.28%
75,863
|
$33,906,902,000 | 3.18% |
| Apple Inc |
11.91%
119,751
|
$25,221,956,000 | 2.37% |
| Spdr S&p 500 Etf Tr |
1.98%
44,490
|
$24,212,200,000 | 2.27% |
| Ares Management Corp |
0.12%
173,540
|
$23,129,411,000 | 2.17% |
| Ishares Inc |
0.23%
381,050
|
$35,724,640,000 | 3.36% |
| Invesco Exch Traded Fd Tr Ii |
3.26%
761,801
|
$16,028,290,000 | 1.51% |
| NVIDIA Corp |
961.44%
85,297
|
$10,537,591,000 | 0.99% |
| Amazon.com Inc. |
6.42%
46,082
|
$8,905,347,000 | 0.84% |
| Costco Whsl Corp New |
3.26%
8,184
|
$6,956,318,000 | 0.65% |
| Vanguard Scottsdale Fds |
8.67%
118,763
|
$6,888,155,000 | 0.65% |
| Alphabet Inc |
18.24%
62,680
|
$11,461,327,000 | 1.08% |
| Bank America Corp |
7.97%
126,656
|
$5,037,096,000 | 0.47% |
| Meta Platforms Inc |
15.47%
8,195
|
$4,132,083,000 | 0.39% |
| Eli Lilly & Co |
8.73%
4,407
|
$3,990,010,000 | 0.37% |
| Berkshire Hathaway Inc. |
18.18%
9,783
|
$3,979,724,000 | 0.37% |
| Home Depot, Inc. |
5.73%
11,427
|
$3,933,630,000 | 0.37% |
| Sherwin-Williams Co. |
2.04%
11,925
|
$3,558,778,000 | 0.33% |
| Merck & Co Inc |
3.90%
27,412
|
$3,393,606,000 | 0.32% |
| Visa Inc |
7.21%
11,784
|
$3,092,946,000 | 0.29% |
| JPMorgan Chase & Co. |
18.79%
14,083
|
$2,848,428,000 | 0.27% |
| Exxon Mobil Corp. |
13.82%
22,619
|
$2,603,858,000 | 0.24% |
| Colgate-Palmolive Co. |
4.62%
25,929
|
$2,516,150,000 | 0.24% |
| Dimensional Etf Trust |
15.95%
169,441
|
$5,587,684,000 | 0.52% |
| Mastercard Incorporated |
10.27%
5,219
|
$2,302,414,000 | 0.22% |
| Pepsico Inc |
8.52%
13,495
|
$2,225,730,000 | 0.21% |
| Thermo Fisher Scientific Inc. |
2.50%
3,902
|
$2,157,806,000 | 0.20% |
| Abbvie Inc |
29.35%
12,560
|
$2,154,291,000 | 0.20% |
| Intuitive Surgical Inc |
0.38%
4,728
|
$2,103,251,000 | 0.20% |
| Novo-nordisk A S |
0.31%
14,123
|
$2,015,917,000 | 0.19% |
| Johnson & Johnson |
7.80%
12,960
|
$1,894,234,000 | 0.18% |
| Ardagh Metal Packaging S A |
No change
485,135
|
$1,649,459,000 | 0.15% |
| Moodys Corp |
0.68%
3,871
|
$1,629,420,000 | 0.15% |
| Quanta Svcs Inc |
0.99%
5,926
|
$1,505,737,000 | 0.14% |
| Cintas Corporation |
3.97%
2,121
|
$1,485,251,000 | 0.14% |
| Netflix Inc. |
9.40%
2,177
|
$1,469,214,000 | 0.14% |
| Broadcom Inc |
2.51%
900
|
$1,444,977,000 | 0.14% |
| Tesla Inc |
28.24%
7,288
|
$1,442,149,000 | 0.14% |
| Union Pac Corp |
5.64%
6,256
|
$1,415,483,000 | 0.13% |
| Blackstone Inc |
1.04%
11,417
|
$1,413,425,000 | 0.13% |
| Vanguard Specialized Funds |
0.21%
7,585
|
$1,384,631,000 | 0.13% |
| American Centy Etf Tr |
24.52%
16,828
|
$1,505,291,000 | 0.14% |
| Unitedhealth Group Inc |
19.54%
2,606
|
$1,327,132,000 | 0.12% |
| Qualcomm, Inc. |
25.38%
6,314
|
$1,257,623,000 | 0.12% |
| Chevron Corp. |
35.63%
7,544
|
$1,180,032,000 | 0.11% |
| Coupang, Inc. |
No change
54,604
|
$1,143,954,000 | 0.11% |
| Nike, Inc. |
3.40%
14,955
|
$1,127,158,000 | 0.11% |
| Abbott Labs |
28.57%
10,176
|
$1,057,388,000 | 0.10% |
| Linde Plc. |
2.86%
2,347
|
$1,029,887,000 | 0.10% |
| Adobe Inc |
27.22%
1,818
|
$1,009,972,000 | 0.09% |
| Evercore Inc |
No change
4,800
|
$1,000,464,000 | 0.09% |
| Procter And Gamble Co |
24.19%
6,047
|
$997,271,000 | 0.09% |
| Danaher Corp. |
9.78%
3,985
|
$995,652,000 | 0.09% |
| Ford Mtr Co Del |
0.22%
79,229
|
$993,534,000 | 0.09% |
| ServiceNow Inc |
15.66%
1,248
|
$981,764,000 | 0.09% |
| Republic Svcs Inc |
0.98%
4,859
|
$944,298,000 | 0.09% |
| Select Sector Spdr Tr |
1.51%
12,936
|
$1,109,980,000 | 0.10% |
| Motorola Solutions Inc |
2.85%
2,382
|
$919,571,000 | 0.09% |
| Disney Walt Co |
9.85%
9,119
|
$905,426,000 | 0.09% |
| Conocophillips |
4.97%
7,820
|
$894,452,000 | 0.08% |
| Wells Fargo Co New |
119.33%
15,009
|
$891,385,000 | 0.08% |
| Salesforce Inc |
19.94%
3,393
|
$872,340,000 | 0.08% |
| RTX Corp |
11.28%
8,563
|
$859,640,000 | 0.08% |
| Mdu Res Group Inc |
No change
33,481
|
$840,373,000 | 0.08% |
| Coca-Cola Co |
18.03%
13,159
|
$837,570,000 | 0.08% |
| Progressive Corp. |
11.43%
3,987
|
$828,140,000 | 0.08% |
| Walmart Inc |
16.13%
12,173
|
$824,234,000 | 0.08% |
| Accenture Plc Ireland |
4.29%
2,632
|
$798,575,000 | 0.07% |
| Mcdonalds Corp |
5.59%
3,005
|
$765,794,000 | 0.07% |
| Analog Devices Inc. |
17.20%
3,311
|
$755,769,000 | 0.07% |
| Plains Gp Hldgs L P |
No change
39,649
|
$746,194,000 | 0.07% |
| Booking Holdings Inc |
77.36%
188
|
$744,762,000 | 0.07% |
| Lowes Cos Inc |
112.93%
3,375
|
$744,053,000 | 0.07% |
| Tjx Cos Inc New |
0.08%
6,602
|
$726,880,000 | 0.07% |
| Oracle Corp. |
44.19%
5,061
|
$714,613,000 | 0.07% |
| Cisco Sys Inc |
9.64%
14,837
|
$704,906,000 | 0.07% |
| Vanguard Whitehall Fds |
0.36%
10,105
|
$989,780,000 | 0.09% |
| Taiwan Semiconductor Mfg Ltd |
17.09%
3,973
|
$690,547,000 | 0.06% |
| Advanced Micro Devices Inc. |
4.19%
4,203
|
$681,769,000 | 0.06% |
| Lam Research Corp. |
0.99%
615
|
$654,883,000 | 0.06% |
| Waste Mgmt Inc Del |
3.53%
3,047
|
$650,047,000 | 0.06% |
| Ball Corp. |
0.05%
10,612
|
$636,932,000 | 0.06% |
| Phillips 66 |
16.49%
4,296
|
$606,466,000 | 0.06% |
| Revvity Inc. |
0.70%
5,733
|
$601,162,000 | 0.06% |
| Micron Technology Inc. |
43.46%
4,562
|
$600,040,000 | 0.06% |
| Blackrock Inc. |
27.21%
748
|
$588,915,000 | 0.06% |
| Knife River Corp |
No change
8,375
|
$587,423,000 | 0.06% |
| LGI Homes Inc |
16.27%
6,563
|
$587,323,000 | 0.06% |
| Enterprise Prods Partners L |
12.23%
20,195
|
$585,251,000 | 0.05% |
| Safehold Inc. |
Opened
30,319
|
$584,854,000 | 0.05% |
| T-Mobile US Inc |
53.74%
3,210
|
$565,538,000 | 0.05% |
| Philip Morris International Inc |
12.19%
5,431
|
$550,323,000 | 0.05% |
| Lockheed Martin Corp. |
43.56%
1,160
|
$541,836,000 | 0.05% |
| Vertex Pharmaceuticals, Inc. |
5.15%
1,122
|
$525,904,000 | 0.05% |
| Old Dominion Freight Line In |
8.50%
2,936
|
$518,498,000 | 0.05% |
| Idexx Labs Inc |
4.05%
1,053
|
$513,022,000 | 0.05% |
| Apollo Global Mgmt Inc |
10.05%
4,327
|
$510,889,000 | 0.05% |
| Comcast Corp New |
33.34%
12,841
|
$502,852,000 | 0.05% |
| International Business Machs |
0.85%
2,785
|
$481,666,000 | 0.05% |
| Applied Matls Inc |
5.87%
2,020
|
$476,700,000 | 0.04% |
| GE Aerospace |
2.44%
2,959
|
$470,392,000 | 0.04% |
| Uber Technologies Inc |
4.56%
6,306
|
$458,320,000 | 0.04% |
| Honeywell International Inc |
2.15%
2,091
|
$446,512,000 | 0.04% |
| Stryker Corp. |
4.44%
1,295
|
$440,624,000 | 0.04% |
| Marriott Intl Inc New |
10.20%
1,804
|
$436,255,000 | 0.04% |
| Elevance Health Inc |
16.81%
799
|
$432,946,000 | 0.04% |
| Marathon Pete Corp |
11.71%
2,457
|
$426,240,000 | 0.04% |
| KLA Corp. |
30.30%
516
|
$425,447,000 | 0.04% |
| Seagate Technology Hldngs Pl |
Opened
4,003
|
$413,390,000 | 0.04% |
| United Parcel Service, Inc. |
38.03%
3,020
|
$413,287,000 | 0.04% |
| Asml Holding N V |
13.84%
403
|
$412,160,000 | 0.04% |
| Becton Dickinson & Co. |
1.89%
1,729
|
$404,085,000 | 0.04% |
| American Express Co. |
0.30%
1,685
|
$390,162,000 | 0.04% |
| Eog Res Inc |
Opened
3,089
|
$388,812,000 | 0.04% |
| Bristol-Myers Squibb Co. |
4.45%
9,195
|
$381,868,000 | 0.04% |
| Palo Alto Networks Inc |
33.78%
1,105
|
$374,606,000 | 0.04% |
| Sap SE |
3.46%
1,856
|
$374,374,000 | 0.04% |
| Tractor Supply Co. |
4.32%
1,377
|
$371,790,000 | 0.03% |
| Regeneron Pharmaceuticals, Inc. |
8.00%
351
|
$368,912,000 | 0.03% |
| Texas Instrs Inc |
29.95%
1,870
|
$363,771,000 | 0.03% |
| Altria Group Inc. |
4.48%
7,975
|
$363,261,000 | 0.03% |
| Morgan Stanley |
6.16%
3,734
|
$362,907,000 | 0.03% |
| Cigna Group (The) |
15.25%
1,089
|
$359,991,000 | 0.03% |
| Crowdstrike Holdings Inc |
Opened
931
|
$356,750,000 | 0.03% |
| Eaton Corp Plc |
3.78%
1,126
|
$353,057,000 | 0.03% |
| Novartis AG |
5.58%
3,301
|
$351,424,000 | 0.03% |
| Wisdomtree Tr |
No change
7,622
|
$347,487,000 | 0.03% |
| Mckesson Corporation |
38.29%
567
|
$331,151,000 | 0.03% |
| IQVIA Holdings Inc |
0.59%
1,536
|
$324,772,000 | 0.03% |
| Illinois Tool Wks Inc |
61.94%
1,370
|
$324,635,000 | 0.03% |
| Pfizer Inc. |
23.97%
11,580
|
$324,008,000 | 0.03% |
| Spdr Gold Tr |
14.92%
1,506
|
$323,805,000 | 0.03% |
| Fedex Corp |
Opened
1,078
|
$323,228,000 | 0.03% |
| Xylem Inc |
0.47%
2,376
|
$322,257,000 | 0.03% |
| Ecolab, Inc. |
41.81%
1,350
|
$321,300,000 | 0.03% |
| Marsh & McLennan Cos., Inc. |
Opened
1,521
|
$320,505,000 | 0.03% |
| Mettler-Toledo International, Inc. |
0.87%
229
|
$320,048,000 | 0.03% |
| Zoetis Inc |
7.76%
1,834
|
$317,942,000 | 0.03% |
| Workday Inc |
30.43%
1,406
|
$314,325,000 | 0.03% |
| Fiserv, Inc. |
12.09%
2,095
|
$312,239,000 | 0.03% |
| Boeing Co. |
10.96%
1,691
|
$307,779,000 | 0.03% |
| Caterpillar Inc. |
9.44%
916
|
$305,120,000 | 0.03% |
| Verizon Communications Inc |
1.16%
7,269
|
$299,774,000 | 0.03% |
| Vanguard Malvern Fds |
30.26%
6,160
|
$299,006,000 | 0.03% |
| American Tower Corp. |
Opened
1,538
|
$298,956,000 | 0.03% |
| Target Corp |
72.81%
1,977
|
$292,675,000 | 0.03% |
| CSX Corp. |
16.44%
8,736
|
$292,219,000 | 0.03% |
| Shell Plc |
33.53%
4,022
|
$290,308,000 | 0.03% |
| Robinhood Mkts Inc |
3.82%
12,673
|
$287,804,000 | 0.03% |
| Cummins Inc. |
5.51%
1,034
|
$286,346,000 | 0.03% |
| Hilton Worldwide Holdings Inc |
Closed
1,334
|
$284,556,000 | |
| Synopsys, Inc. |
34.76%
473
|
$281,463,000 | 0.03% |
| Microchip Technology, Inc. |
12.13%
3,036
|
$277,794,000 | 0.03% |
| Intel Corp. |
12.42%
8,733
|
$270,461,000 | 0.03% |
| HCA Healthcare Inc |
37.05%
836
|
$268,590,000 | 0.03% |
| Valero Energy Corp. |
18.68%
1,709
|
$267,903,000 | 0.03% |
| Grainger W W Inc |
Opened
293
|
$264,356,000 | 0.02% |
| Chubb Limited |
3.40%
1,033
|
$263,498,000 | 0.02% |
| Pioneer Nat Res Co |
Closed
993
|
$260,663,000 | |
| Dominos Pizza Inc |
1.41%
502
|
$259,198,000 | 0.02% |
| AMGEN Inc. |
12.35%
828
|
$258,709,000 | 0.02% |
| Autozone Inc. |
Opened
87
|
$257,877,000 | 0.02% |
| Amphenol Corp. |
102.43%
3,826
|
$257,758,000 | 0.02% |
| Intuit Inc |
No change
386
|
$253,683,000 | 0.02% |
| Verisk Analytics Inc |
Opened
925
|
$249,334,000 | 0.02% |
| Canadian Pacific Kansas City |
0.51%
3,150
|
$248,000,000 | 0.02% |
| Franklin Resources, Inc. |
0.28%
10,923
|
$244,129,000 | 0.02% |
| Carrier Global Corporation |
0.55%
3,859
|
$243,426,000 | 0.02% |
| Automatic Data Processing In |
6.46%
1,013
|
$241,793,000 | 0.02% |
| Chipotle Mexican Grill |
Opened
3,850
|
$241,203,000 | 0.02% |
| Texas Roadhouse Inc |
Opened
1,394
|
$239,364,000 | 0.02% |
| Starbucks Corp. |
16.76%
3,054
|
$237,754,000 | 0.02% |
| Northrop Grumman Corp. |
6.07%
542
|
$236,285,000 | 0.02% |
| NextEra Energy Inc |
3.19%
3,333
|
$236,010,000 | 0.02% |
| Halliburton Co. |
12.18%
6,867
|
$231,967,000 | 0.02% |
| General Mtrs Co |
Opened
4,953
|
$230,116,000 | 0.02% |
| Airbnb, Inc. |
Closed
1,392
|
$229,624,000 | |
| HP Inc |
Opened
6,474
|
$226,719,000 | 0.02% |
| Dow Inc |
20.44%
4,158
|
$220,582,000 | 0.02% |
| MSCI Inc |
Opened
444
|
$213,897,000 | 0.02% |
| Crown Castle Inc |
1.76%
2,177
|
$212,693,000 | 0.02% |
| Alps Etf Tr |
No change
7,996
|
$212,454,000 | 0.02% |
| Oreilly Automotive Inc |
Closed
185
|
$208,843,000 | |
| Waste Connections Inc |
0.34%
1,190
|
$208,678,000 | 0.02% |
| Schwab Charles Corp |
2.76%
2,814
|
$207,364,000 | 0.02% |
| Deere & Co. |
7.25%
550
|
$205,497,000 | 0.02% |
| Kinder Morgan Inc |
6.91%
10,312
|
$204,899,000 | 0.02% |
| Ssga Active Etf Tr |
2.94%
7,097
|
$290,005,000 | 0.03% |
| Freeport-McMoRan Inc |
Closed
4,296
|
$202,013,000 | |
| J P Morgan Exchange Traded F |
13.72%
5,779
|
$345,518,000 | 0.03% |
| Nokia Corp |
No change
37,198
|
$140,608,000 | 0.01% |
| Paramount Global |
Opened
12,391
|
$128,742,000 | 0.01% |
| Spirit Airls Inc |
No change
29,689
|
$108,662,000 | 0.01% |
| Ishares Tr |
Opened
1,414
|
$148,371,000 | 0.01% |
| Ishares Tr |
Closed
2,869
|
$231,924,000 | |
| Wipro Ltd. |
12.34%
10,722
|
$65,404,000 | 0.01% |
| Spdr Ser Tr |
Opened
1,072
|
$49,859,000 | 0.00% |
| Spdr Ser Tr |
Closed
250
|
$38,733,000 | |
| Vanguard World Fd |
Closed
292
|
$38,500,000 | |
| Schwab Strategic Tr |
Opened
785
|
$27,499,000 | 0.00% |
| American Centy Etf Tr |
Closed
388
|
$25,554,000 | |
| Select Sector Spdr Tr |
Closed
379
|
$34,437,000 | |
| Chargepoint Holdings Inc. |
Opened
12,494
|
$18,866,000 | 0.00% |
| Cia Energetica De Minas Gera |
Opened
10,586
|
$18,631,000 | 0.00% |
| Ishares Inc |
Opened
224
|
$14,804,000 | 0.00% |
| Invesco Exch Traded Fd Tr Ii |
Opened
200
|
$8,960,000 | 0.00% |
| Dimensional Etf Trust |
Closed
22
|
$1,001,000 | |
| Schwab Strategic Tr |
Closed
8
|
$202,000 | |
| No transactions found | |||
| Showing first 500 out of 214 holdings | |||