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Edward Lowndes

@Angeles Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$1.213BTotal holdings369
Assets growth rate4.5%Assets growth rate (2-Q avg)6.74%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Angeles Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 369 positions.

Assets under management

The assets under management (AUM) of Angeles Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.213B in assets, with a quarterly growth rate of 4.5% and a 2-quarter average growth rate of 6.74%. The portfolio is managed by Edward Lowndes, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MGK
Vanguard World Fd
Recent Activity
Increased 5.3%
14.69%
$178.118M
518,675 shares@ $343.41 avg price
VT
Vanguard Intl Equity Index F
Recent Activity
Increased 4.42%
11.84%
$143.545M
1.222M shares@ $117.48 avg price
SPYV
Spdr Ser Tr
Recent Activity
Increased 3.14%
7.53%
$91.299M
1.785M shares@ $51.14 avg price
VOO
Vanguard Index Fds
Recent Activity
Increased 1.3%
6.2%
$75.155M
139,483 shares@ $538.81 avg price
VXUS
Vanguard Star Fds
Recent Activity
Increased 3.26%
5.38%
$65.177M
1.106M shares@ $58.94 avg price
SCHG
Schwab Strategic Tr
Recent Activity
Increased 347.27%
4.6%
$55.74M
2M shares@ $27.87 avg price
MUB
Ishares Tr
Recent Activity
Decreased -27.41%
3.73%
$45.176M
423,985 shares@ $106.56 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.01%
2.72%
$32.923M
78,110 shares@ $421.5 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.21%
2.69%
$32.52M
129,862 shares@ $250.42 avg price
VTV
Vanguard Index Fds
Recent Activity
Increased 2.13%
2.59%
$31.354M
185,197 shares@ $169.3 avg price

1-10 of 369