Angeles Investment

Latest statistics and disclosures from Angeles Investment Advisors's latest quarterly 13F-HR filing:

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Positions held by Angeles Investment consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Angeles Investment Advisors

Angeles Investment Advisors holds 220 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 30.3 $569M 1.2M 480.70
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Spdr Ser Tr Bloomberg Sht Te (SJNK) 9.5 $180M +64% 7.1M 25.22
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Ishares Msci Jpn Etf New (EWJ) 7.7 $144M +70% 2.0M 71.35
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Vanguard World Mega Grwth Ind (MGK) 6.6 $124M +1174% 432k 286.61
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Spdr Ser Tr Bloomberg High Y (JNK) 4.7 $88M +193% 927k 95.20
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Vanguard Index Fds Value Etf (VTV) 4.3 $81M +982% 495k 162.86
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Ishares Tr Fltg Rate Nt Etf (FLOT) 4.0 $76M +261% 1.5M 51.06
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.8 $72M -57% 775k 92.72
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Tcw Transform Etf Trust Transfrm 500 Etf (VOTE) 3.4 $64M +3% 1.1M 61.25
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.2 $60M -2% 998k 60.30
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 3.1 $57M -57% 734k 78.23
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Vanguard World Esg Us Stk Etf (ESGV) 2.4 $45M 479k 93.19
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Ishares Tr Rus Md Cp Gr Etf (IWP) 2.2 $41M +52% 355k 114.14
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 1.7 $33M 1.5M 21.15
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Ishares Tr Faln Angls Usd (FALN) 1.6 $30M NEW 1.1M 26.86
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Select Sector Spdr Tr Energy (XLE) 1.4 $26M 271k 94.41
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Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $16M 130k 120.99
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Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $14M NEW 232k 60.74
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Knife River Corp Common Stock (KNF) 0.5 $8.7M NEW 107k 81.08
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Vanguard Index Fds Growth Etf (VUG) 0.4 $8.3M +59% 24k 344.20
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Vanguard World Esg Intl Stk Etf (VSGX) 0.4 $8.1M +2% 141k 57.47
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MDU Resources (MDU) 0.3 $6.5M NEW 258k 25.20
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Ishares Tr Intl Sel Div Etf (IDV) 0.3 $6.1M 217k 28.04
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Ishares Tr Msci Eafe Etf (EFA) 0.3 $6.0M +4% 75k 79.86
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $5.5M +13% 110k 50.17
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Microsoft Corporation (MSFT) 0.3 $5.0M -42% 12k 420.72
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Amazon (AMZN) 0.2 $3.1M +25% 17k 180.38
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NVIDIA Corporation (NVDA) 0.1 $2.5M +21% 2.8k 903.56
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $2.5M +26% 60k 41.77
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Apple (AAPL) 0.1 $2.1M -57% 12k 171.48
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Meta Platforms Cl A (META) 0.1 $1.8M +39% 3.7k 485.58
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Procter & Gamble Company (PG) 0.1 $1.7M +10% 11k 162.25
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Qualcomm (QCOM) 0.1 $1.5M +4% 8.8k 169.30
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JPMorgan Chase & Co. (JPM) 0.1 $1.4M +8% 6.9k 200.30
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Ishares Tr Msci Acwi Etf (ACWI) 0.1 $1.4M -3% 13k 110.13
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Broadcom (AVGO) 0.1 $1.2M +23% 938.00 1325.41
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $1.2M +64% 8.1k 150.93
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Visa Com Cl A (V) 0.1 $1.2M +17% 4.4k 279.08
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Chevron Corporation (CVX) 0.1 $1.2M +15% 7.7k 157.74
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Medtronic SHS (MDT) 0.1 $1.2M +6% 13k 87.61
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Coca-Cola Company (KO) 0.1 $1.1M +16% 18k 61.38
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.1M -99% 5.2k 210.30
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Servicenow (NOW) 0.1 $1.1M -5% 1.4k 762.40
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.1M 2.0k 524.66
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Parker-Hannifin Corporation (PH) 0.1 $952k 1.7k 555.79
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $943k NEW 972.00 970.47
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $941k +6% 6.9k 136.27
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Us Bancorp Del Com New (USB) 0.0 $927k 21k 45.16
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Ameriprise Financial (AMP) 0.0 $918k +2% 2.1k 438.44
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Johnson & Johnson (JNJ) 0.0 $898k +8% 5.7k 158.19
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Lowe's Companies (LOW) 0.0 $892k +146% 3.5k 254.73
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Ishares Tr Core Us Aggbd Et (AGG) 0.0 $867k +19% 8.9k 97.94
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Martin Marietta Materials (MLM) 0.0 $864k 1.4k 613.94
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Eaton Corp SHS (ETN) 0.0 $862k 2.8k 312.68
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Totalenergies Se Sponsored Ads (TTE) 0.0 $859k +282% 12k 69.32
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Lam Research Corporation (LRCX) 0.0 $858k -2% 882.00 972.70
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Walt Disney Company (DIS) 0.0 $811k +12% 6.6k 122.36
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Dex (DXCM) 0.0 $811k -26% 5.8k 138.70
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Home Depot (HD) 0.0 $800k 2.1k 383.60
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Lennar Corp Cl A (LEN) 0.0 $795k 4.6k 171.98
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Adobe Systems Incorporated (ADBE) 0.0 $787k +7% 1.6k 504.60
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UnitedHealth (UNH) 0.0 $773k +15% 1.6k 494.70
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salesforce (CRM) 0.0 $772k +15% 2.6k 301.47
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Ingersoll Rand (IR) 0.0 $759k 8.0k 94.95
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Honeywell International (HON) 0.0 $756k 3.7k 205.25
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Verizon Communications (VZ) 0.0 $740k +6% 18k 41.96
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Amgen (AMGN) 0.0 $737k +3% 2.6k 284.32
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Ishares Core Msci Emkt (IEMG) 0.0 $727k -96% 14k 51.60
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Corteva (CTVA) 0.0 $712k 12k 57.67
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Ansys (ANSS) 0.0 $707k +3% 2.0k 347.16
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Ecolab (ECL) 0.0 $692k +17% 3.0k 231.38
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FirstEnergy (FE) 0.0 $686k +12% 18k 38.62
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Ishares Tr Eafe Grwth Etf (EFG) 0.0 $675k -78% 6.5k 103.79
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Bank of America Corporation (BAC) 0.0 $672k +14% 18k 37.92
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Realty Income (O) 0.0 $670k +9% 12k 54.22
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Cisco Systems (CSCO) 0.0 $655k +8% 13k 49.91
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PNC Financial Services (PNC) 0.0 $653k +5% 4.0k 161.60
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Wal-Mart Stores (WMT) 0.0 $649k +263% 11k 60.34
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Ishares Tr Mbs Etf (MBB) 0.0 $647k 7.0k 92.42
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Blackstone Group Inc Com Cl A (BX) 0.0 $634k 4.8k 131.37
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Nu Hldgs Ord Shs Cl A (NU) 0.0 $631k +26% 53k 11.93
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Capital One Financial (COF) 0.0 $627k +4% 4.2k 148.89
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Microchip Technology (MCHP) 0.0 $624k 7.0k 89.71
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Block Cl A (SQ) 0.0 $609k -9% 7.2k 84.58
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Merck & Co (MRK) 0.0 $606k +29% 4.6k 131.95
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Charles Schwab Corporation (SCHW) 0.0 $593k +3% 8.2k 72.34
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Emerson Electric (EMR) 0.0 $589k +5% 5.2k 113.42
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Sanofi Sponsored Adr (SNY) 0.0 $588k 12k 48.60
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Autodesk (ADSK) 0.0 $582k 2.2k 260.42
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Shopify Cl A (SHOP) 0.0 $572k -5% 7.4k 77.17
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Newmont Mining Corporation (NEM) 0.0 $571k +24% 16k 35.84
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Allstate Corporation (ALL) 0.0 $570k -5% 3.3k 173.73
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Pfizer (PFE) 0.0 $569k +7% 21k 27.75
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Snowflake Cl A (SNOW) 0.0 $568k +2% 3.5k 161.60
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Datadog Cl A Com (DDOG) 0.0 $567k 4.6k 123.60
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $566k 1.3k 420.52
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Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $565k -82% 20k 28.23
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Xylem (XYL) 0.0 $560k 4.3k 129.24
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Netflix (NFLX) 0.0 $559k 921.00 607.33
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ConocoPhillips (COP) 0.0 $559k +23% 4.4k 127.28
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Abbvie (ABBV) 0.0 $557k +13% 3.1k 182.10
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Raytheon Technologies Corp (RTX) 0.0 $543k +7% 5.6k 97.53
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Air Products & Chemicals (APD) 0.0 $539k +13% 2.2k 243.54
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Sony Group Corp Sponsored Adr (SONY) 0.0 $534k +7% 6.2k 85.74
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Uber Technologies (UBER) 0.0 $533k -7% 6.9k 76.99
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CVS Caremark Corporation (CVS) 0.0 $531k +4% 6.7k 79.76
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $530k +2635% 7.0k 76.03
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Diageo Spon Adr New (DEO) 0.0 $529k +27% 3.5k 149.85
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Exxon Mobil Corporation (XOM) 0.0 $528k +12% 4.5k 116.24
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Eli Lilly & Co. (LLY) 0.0 $523k +45% 672.00 777.96
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Atlassian Corporation Cl A (TEAM) 0.0 $515k +3% 2.6k 195.11
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Kinder Morgan (KMI) 0.0 $511k +14% 28k 18.34
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McKesson Corporation (MCK) 0.0 $504k -25% 938.00 537.17
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Baker Hughes Company Cl A (BKR) 0.0 $504k +16% 15k 33.50
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Doordash Cl A (DASH) 0.0 $504k +5% 3.7k 137.72
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RPM International (RPM) 0.0 $500k 4.2k 118.95
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Atmos Energy Corporation (ATO) 0.0 $499k 4.2k 118.87
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General Dynamics Corporation (GD) 0.0 $498k 1.8k 282.49
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $497k -39% 1.4k 346.61
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Okta Cl A (OKTA) 0.0 $495k +32% 4.7k 104.62
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Teledyne Technologies Incorporated (TDY) 0.0 $495k +14% 1.2k 429.32
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Abbott Laboratories (ABT) 0.0 $495k NEW 4.4k 113.66
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Carrier Global Corporation (CARR) 0.0 $492k +2% 8.5k 58.13
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BlackRock (BLK) 0.0 $492k 590.00 833.70
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Southern Company (SO) 0.0 $492k +31% 6.9k 71.74
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Cabot Oil & Gas Corporation (CTRA) 0.0 $489k 18k 27.88
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Sap Se Spon Adr (SAP) 0.0 $483k +2% 2.5k 195.03
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Entegris (ENTG) 0.0 $480k 3.4k 140.54
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Hartford Financial Services (HIG) 0.0 $478k +28% 4.6k 103.05
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Alcon Ord Shs (ALC) 0.0 $476k 5.7k 83.29
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Goldman Sachs (GS) 0.0 $452k 1.1k 417.69
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Pepsi (PEP) 0.0 $448k -6% 2.6k 175.01
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SYSCO Corporation (SYY) 0.0 $447k -44% 5.5k 81.18
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Constellation Brands Cl A (STZ) 0.0 $438k 1.6k 271.76
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Linde SHS (LIN) 0.0 $427k +9% 919.00 464.32
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AutoZone (AZO) 0.0 $419k 133.00 3151.65
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Edwards Lifesciences (EW) 0.0 $417k +2% 4.4k 95.56
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Caterpillar (CAT) 0.0 $414k +20% 1.1k 366.43
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Koninklijke Philips N V Ny Regis Shs New (PHG) 0.0 $410k 21k 20.00
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Oshkosh Corporation (OSK) 0.0 $407k 3.3k 124.71
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Chubb (CB) 0.0 $404k -23% 1.6k 259.95
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Cullen/Frost Bankers (CFR) 0.0 $394k 3.5k 112.57
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Crown Castle Intl (CCI) 0.0 $383k +2% 3.6k 105.83
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Bank of New York Mellon Corporation (BK) 0.0 $378k +11% 6.6k 57.62
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Hologic (HOLX) 0.0 $376k +14% 4.8k 77.96
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Wipro Spon Adr 1 Sh (WIT) 0.0 $374k +15% 65k 5.75
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Canadian Natl Ry (CNI) 0.0 $372k NEW 2.8k 131.73
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Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $369k 36k 10.23
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Xcel Energy (XEL) 0.0 $368k 6.8k 54.30
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Equity Lifestyle Properties (ELS) 0.0 $362k 5.6k 64.88
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Bristol Myers Squibb (BMY) 0.0 $361k +18% 6.7k 54.23
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Methanex Corp (MEOH) 0.0 $356k +10% 8.0k 44.63
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Novartis Sponsored Adr (NVS) 0.0 $353k +20% 3.6k 96.73
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Texas Instruments Incorporated (TXN) 0.0 $351k +21% 2.0k 174.21
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Wells Fargo & Company (WFC) 0.0 $346k +11% 6.0k 57.96
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Imax Corp Cad (IMAX) 0.0 $346k +87% 21k 16.17
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CoStar (CSGP) 0.0 $345k 3.6k 96.60
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Comcast Corp Cl A (CMCSA) 0.0 $345k -3% 7.9k 43.35
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Molina Healthcare (MOH) 0.0 $334k 812.00 410.83
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American Express Company (AXP) 0.0 $331k +16% 1.5k 227.69
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Paypal Holdings (PYPL) 0.0 $331k +6% 4.9k 66.99
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Danaher Corporation (DHR) 0.0 $324k +24% 1.3k 249.72
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Airbnb Com Cl A (ABNB) 0.0 $316k +11% 1.9k 164.96
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American Electric Power Company (AEP) 0.0 $311k +39% 3.6k 86.10
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Altria (MO) 0.0 $310k +15% 7.1k 43.62
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Floor & Decor Hldgs Cl A (FND) 0.0 $309k 2.4k 129.62
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Mastercard Incorporated Cl A (MA) 0.0 $308k NEW 639.00 481.57
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Embraer Sponsored Ads (ERJ) 0.0 $304k -54% 11k 26.64
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Ventas (VTR) 0.0 $302k +12% 6.9k 43.82
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Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $294k +24% 4.1k 72.36
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Waste Management (WM) 0.0 $290k NEW 1.4k 213.15
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Republic Services (RSG) 0.0 $288k NEW 1.5k 191.44
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Stryker Corporation (SYK) 0.0 $280k NEW 782.00 357.87
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Toyota Motor Corp Ads (TM) 0.0 $273k NEW 1.1k 251.68
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Warner Bros Discovery Com Ser A (WBD) 0.0 $272k 31k 8.73
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TJX Companies (TJX) 0.0 $268k NEW 2.6k 101.42
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Hdfc Bank Sponsored Ads (HDB) 0.0 $266k +40% 4.7k 55.97
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Illinois Tool Works (ITW) 0.0 $264k +28% 985.00 268.33
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Philip Morris International (PM) 0.0 $262k -7% 2.9k 91.62
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Intel Corporation (INTC) 0.0 $261k +16% 5.9k 44.17
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Intuit (INTU) 0.0 $255k NEW 392.00 650.00
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Tesla Motors (TSLA) 0.0 $254k NEW 1.4k 175.79
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Advanced Micro Devices (AMD) 0.0 $251k NEW 1.4k 180.49
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Enbridge (ENB) 0.0 $249k +20% 6.9k 36.18
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Micron Technology (MU) 0.0 $248k NEW 2.1k 117.89
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Freeport-mcmoran CL B (FCX) 0.0 $246k NEW 5.2k 47.02
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Northrop Grumman Corporation (NOC) 0.0 $244k NEW 510.00 478.66
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Dr Reddys Labs Adr (RDY) 0.0 $243k NEW 3.3k 73.35
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Commerce Bancshares (CBSH) 0.0 $242k 4.6k 53.20
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Quest Diagnostics Incorporated (DGX) 0.0 $242k 1.8k 133.11
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United Parcel Service CL B (UPS) 0.0 $242k NEW 1.6k 148.63
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Novo-nordisk A S Adr (NVO) 0.0 $241k NEW 1.9k 128.40
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MercadoLibre (MELI) 0.0 $239k 158.00 1511.96
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Citigroup Com New (C) 0.0 $235k NEW 3.7k 63.24
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Gilead Sciences (GILD) 0.0 $228k -6% 3.1k 73.25
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Trane Technologies SHS (TT) 0.0 $227k NEW 757.00 300.20
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Marsh & McLennan Companies (MMC) 0.0 $227k NEW 1.1k 205.98
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Welltower Inc Com reit (WELL) 0.0 $224k +3% 2.4k 93.44
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Ciena Corp Com New (CIEN) 0.0 $223k 4.5k 49.45
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Morgan Stanley Com New (MS) 0.0 $222k -3% 2.4k 94.16
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Consolidated Edison (ED) 0.0 $217k NEW 2.4k 90.81
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Nextera Energy (NEE) 0.0 $216k NEW 3.4k 63.91
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Edison International (EIX) 0.0 $216k NEW 3.0k 70.73
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Align Technology (ALGN) 0.0 $209k NEW 638.00 327.92
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Jd.com Spon Adr Cl A (JD) 0.0 $209k NEW 7.6k 27.39
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Valero Energy Corporation (VLO) 0.0 $208k NEW 1.2k 170.69
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Ultragenyx Pharmaceutical (RARE) 0.0 $208k 4.4k 46.69
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Infosys Sponsored Adr (INFY) 0.0 $186k NEW 10k 17.93
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United Microelectronics Corp Spon Adr New (UMC) 0.0 $156k +28% 19k 8.09
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Vale S A Sponsored Ads (VALE) 0.0 $129k NEW 11k 12.19
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Banco Bradesco S A Sp Adr Pfd New (BBD) 0.0 $90k +29% 31k 2.86
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Mizuho Financial Group Sponsored Adr (MFG) 0.0 $69k NEW 17k 3.98
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $50k 450.00 110.50
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Nokia Corp Sponsored Adr (NOK) 0.0 $47k NEW 13k 3.54
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Ambev Sa Sponsored Adr (ABEV) 0.0 $46k +32% 19k 2.48
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Lloyds Banking Group Sponsored Adr (LYG) 0.0 $29k NEW 11k 2.59
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Lennar Corp CL B (LEN.B) 0.0 $24k 154.00 154.18
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Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $13k 50.00 259.90
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $9.2k 32.00 288.03
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $6.4k 200.00 32.23
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Past Filings by Angeles Investment Advisors

SEC 13F filings are viewable for Angeles Investment Advisors going back to 2011

View all past filings