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EP Wealth Advisors

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

Top 5 stock holdings are VUG, VTV, AAPL, MSFT, AGG, and represent 25.98% of EP Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: AGG (+$106M), MUB (+$83M), BRK.B (+$76M), CMF (+$48M), BIV (+$41M), IWD (+$40M), NKE (+$27M), VTV (+$21M), PWZ (+$20M), VUG (+$19M).
Started 100 new stock positions in ATO, AVUS, IYM, COWZ, SPXE, SNA, PID, SEVN, VOOV, AVDE.
Reduced shares in these 10 stocks: GM (-$30M), TLT (-$11M), Ishares Tr ibnd dec23 etf (-$9.6M), NEAR (-$6.7M), BMY (-$5.2M), BND, TRMB, TXN, AVGO, OKE.
Sold out of its positions in Activision Blizzard, ARE, ALNY, ADSK, BHP, CF, DAR, DRN, Effector Therapeutics, EQIX.
EP Wealth Advisors was a net buyer of stock by $695M.
EP Wealth Advisors has $7.8B in assets under management (AUM), dropping by 21.62%.
Central Index Key (CIK): 0001540569

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Portfolio Holdings for EP Wealth Advisors

EP Wealth Advisors holds 814 positions in its portfolio as reported in the December 2023 quarterly 13F filing

EP Wealth Advisors has 814 total positions. Only the first 250 positions are shown.

Sign up to view all of the EP Wealth Advisors Dec. 31, 2023 positions
Download the EP Wealth Advisors December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	11.5	$900M	+2%	2.9M	310.88	View chart
Vanguard Index Fds Value Etf (VTV)	4.8	$379M	+5%	2.5M	149.50	View chart
Apple (AAPL)	4.4	$344M	+5%	1.8M	192.53	View chart
Microsoft Corporation (MSFT)	3.0	$236M		627k	376.04	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.3	$178M	+144%	1.8M	99.25	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.2	$173M	+7%	364k	475.31	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.2	$171M	+8%	2.2M	79.34	View chart
Amazon (AMZN)	1.9	$150M		989k	151.94	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.8	$144M	+6%	2.8M	51.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$117M		835k	139.69	View chart
Ishares Tr National Mun Etf (MUB)	1.4	$113M	+274%	1.0M	108.41	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$109M	+9%	2.7M	41.10	View chart
JPMorgan Chase & Co. (JPM)	1.4	$108M		637k	170.10	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.4	$108M		4.7M	23.04	View chart
Broadcom (AVGO)	1.4	$106M	-3%	95k	1116.25	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.3	$103M	+15%	468k	219.57	View chart
Costco Wholesale Corporation (COST)	1.3	$100M		152k	660.08	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.2	$94M	+16%	649k	145.01	View chart
Select Sector Spdr Tr Technology (XLK)	1.2	$90M		469k	192.48	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.1	$83M	+100%	1.1M	76.38	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$76M	NEW	212k	356.66	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.0	$75M	+6%	2.6M	29.12	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.9	$73M	+191%	1.3M	57.94	View chart
Exxon Mobil Corporation (XOM)	0.9	$73M	+5%	728k	99.98	View chart
Nextera Energy (NEE)	0.9	$73M		1.2M	60.74	View chart
Johnson & Johnson (JNJ)	0.9	$72M		459k	156.74	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.8	$66M	+4%	1.3M	52.33	View chart
BlackRock (BLK)	0.8	$65M		80k	811.80	View chart
Honeywell International (HON)	0.8	$64M	+3%	307k	209.71	View chart
Meta Platforms Cl A (META)	0.8	$63M	-3%	178k	353.96	View chart
American Tower Reit (AMT)	0.8	$60M	+3%	277k	215.88	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.8	$59M	+11%	246k	241.77	View chart
Hca Holdings (HCA)	0.7	$59M	+3%	216k	270.68	View chart
Starbucks Corporation (SBUX)	0.7	$57M	+2%	594k	96.01	View chart
Cisco Systems (CSCO)	0.7	$57M	+2%	1.1M	50.52	View chart
Visa Com Cl A (V)	0.7	$55M		210k	260.35	View chart
Stryker Corporation (SYK)	0.7	$54M		181k	299.46	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$53M	+290%	323k	165.25	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.7	$53M	+34%	1.9M	27.05	View chart
Keysight Technologies (KEYS)	0.7	$52M	+3%	327k	159.09	View chart
Pepsi (PEP)	0.7	$52M		306k	169.84	View chart
Walt Disney Company (DIS)	0.7	$52M	+3%	572k	90.29	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.7	$51M	+8%	1.5M	34.36	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.6	$49M	+3%	360k	136.38	View chart
Union Pacific Corporation (UNP)	0.6	$47M	+2%	191k	245.62	View chart
CVS Caremark Corporation (CVS)	0.6	$47M	+4%	589k	78.96	View chart
S&p Global (SPGI)	0.6	$44M		99k	440.52	View chart
Allstate Corporation (ALL)	0.6	$43M		309k	139.98	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.5	$43M	+28%	471k	91.39	View chart
Raytheon Technologies Corp (RTX)	0.5	$43M	+6%	505k	84.14	View chart
Valero Energy Corporation (VLO)	0.5	$42M		322k	130.00	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.5	$41M	+8%	879k	46.55	View chart
Zoetis Cl A (ZTS)	0.5	$40M	+3%	205k	197.37	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.5	$40M	+3%	465k	85.54	View chart
NVIDIA Corporation (NVDA)	0.5	$39M	+3%	79k	495.22	View chart
Sempra Energy (SRE)	0.5	$39M	+3%	519k	74.73	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$39M		81k	477.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$37M	+6%	91k	409.52	View chart
Southern Company (SO)	0.5	$37M	+5%	532k	70.12	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$35M	+40%	694k	51.05	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.4	$35M	+3%	488k	72.03	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$34M	+4%	718k	47.90	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$32M	+18%	136k	237.22	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$32M	+6%	106k	303.17	View chart
Nike CL B (NKE)	0.4	$31M	+792%	283k	108.57	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.4	$30M	+114%	1.2M	24.18	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.4	$29M	+3%	384k	75.54	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$29M		983k	29.23	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.4	$29M	+12%	450k	63.75	View chart
Tidal Etf Tr Leatherback Lng (LBAY)	0.4	$28M		1.1M	25.96	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$28M	+4%	195k	140.93	View chart
Global Payments (GPN)	0.4	$28M		216k	127.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$24M	+18%	54k	436.80	View chart
UnitedHealth (UNH)	0.3	$23M		44k	526.47	View chart
Bristol Myers Squibb (BMY)	0.3	$23M	-18%	450k	51.31	View chart
Home Depot (HD)	0.3	$22M	-12%	64k	346.55	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$22M		101k	213.33	View chart
Eli Lilly & Co. (LLY)	0.3	$21M	+34%	35k	582.92	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.3	$20M	NEW	796k	24.98	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$19M	+2%	113k	170.40	View chart
Merck & Co (MRK)	0.2	$19M	-6%	176k	109.02	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$18M	+17%	99k	178.81	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.2	$17M	+11%	383k	43.91	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$17M	-7%	219k	76.13	View chart
McDonald's Corporation (MCD)	0.2	$17M	+3%	56k	296.51	View chart
General Motors Company (GM)	0.2	$16M	-64%	448k	35.92	View chart
Tesla Motors (TSLA)	0.2	$16M	+23%	62k	248.48	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$15M	-2%	55k	277.15	View chart
Chevron Corporation (CVX)	0.2	$15M		99k	149.16	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$14M	-6%	28k	507.38	View chart
Lowe's Companies (LOW)	0.2	$14M	-3%	64k	222.55	View chart
Bank of America Corporation (BAC)	0.2	$14M		414k	33.67	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$14M	+1750%	159k	84.87	View chart
SkyWest (SKYW)	0.2	$13M		257k	52.20	View chart
Abbvie (ABBV)	0.2	$13M	-2%	85k	154.97	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.2	$13M	-15%	247k	50.52	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$12M		208k	59.62	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$12M		131k	89.80	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$12M		155k	75.35	View chart
Procter & Gamble Company (PG)	0.1	$12M	+3%	79k	146.54	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$11M		291k	37.60	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$11M	-4%	99k	108.25	View chart
Qualcomm (QCOM)	0.1	$10M	-3%	71k	144.63	View chart
Nextera Energy Partners Com Unit Part In (NEP)	0.1	$9.9M		326k	30.41	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$9.9M		265k	37.22	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$9.8M	-3%	60k	164.42	View chart
Boeing Company (BA)	0.1	$9.7M	-13%	37k	260.66	View chart
Pfizer (PFE)	0.1	$9.6M	-7%	333k	28.79	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$9.5M		91k	104.46	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$9.5M		27k	350.91	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$9.2M	-2%	375k	24.42	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$9.1M	-3%	125k	72.66	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$9.0M	-10%	368k	24.48	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.1	$8.9M		90k	99.12	View chart
McKesson Corporation (MCK)	0.1	$8.9M	-6%	19k	462.99	View chart
Cintas Corporation (CTAS)	0.1	$8.9M	-6%	15k	602.66	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$8.8M		162k	53.97	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$8.6M	-2%	115k	75.10	View chart
Northrop Grumman Corporation (NOC)	0.1	$8.6M	-3%	18k	468.15	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$8.2M	+878%	29k	286.24	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$8.1M	+3%	41k	200.71	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$8.0M	+146%	104k	77.37	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$7.9M	+3%	41k	191.17	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$7.8M		93k	83.84	View chart
Applied Materials (AMAT)	0.1	$7.8M	+14%	48k	162.07	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$7.7M	-3%	21k	376.87	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$7.6M	-8%	49k	155.33	View chart
Wal-Mart Stores (WMT)	0.1	$7.5M	+10%	48k	157.65	View chart
Thermo Fisher Scientific (TMO)	0.1	$7.4M	-20%	14k	530.79	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.1	$7.1M	+6%	287k	24.91	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$7.0M		40k	173.89	View chart
Mastercard Incorporated Cl A (MA)	0.1	$6.9M		16k	426.50	View chart
Wells Fargo & Company (WFC)	0.1	$6.8M		139k	49.22	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$6.8M	+206%	61k	111.63	View chart
Ishares Tr Ibonds 24 Trm Hg (IBHD)	0.1	$6.8M	+30%	293k	23.21	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$6.8M	+10%	82k	82.96	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$6.5M	+28%	36k	179.97	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$6.2M	+7%	25k	252.22	View chart
Advanced Micro Devices (AMD)	0.1	$6.2M		42k	147.41	View chart
Amgen (AMGN)	0.1	$6.2M	-10%	21k	288.01	View chart
TransDigm Group Incorporated (TDG)	0.1	$6.1M		6.0k	1011.65	View chart
Vanguard World Fds Health Car Etf (VHT)	0.1	$6.0M		24k	250.69	View chart
salesforce (CRM)	0.1	$5.8M	+9%	22k	263.14	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$5.7M	+4%	54k	105.43	View chart
W.W. Grainger (GWW)	0.1	$5.5M	-4%	6.7k	828.70	View chart
Coca-Cola Company (KO)	0.1	$5.5M	+3%	93k	58.93	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$5.4M	-8%	143k	38.01	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$5.4M	+19%	34k	157.80	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$5.4M	-4%	69k	78.03	View chart
Intel Corporation (INTC)	0.1	$5.3M	+13%	106k	50.25	View chart
Lockheed Martin Corporation (LMT)	0.1	$5.3M	-3%	12k	453.24	View chart
Oracle Corporation (ORCL)	0.1	$5.3M	-2%	50k	105.43	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$5.2M	-48%	71k	73.55	View chart
TJX Companies (TJX)	0.1	$5.2M	+12%	56k	93.81	View chart
Vanguard Wellington Us Value Factr (VFVA)	0.1	$5.2M		46k	112.67	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$5.1M	+7%	96k	53.82	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$5.1M	+7%	101k	50.74	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$5.1M	NEW	172k	29.78	View chart
Adobe Systems Incorporated (ADBE)	0.1	$5.1M		8.5k	596.59	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$5.0M	+8%	136k	36.96	View chart
Intuitive Surgical Com New (ISRG)	0.1	$5.0M		15k	337.37	View chart
Rockwell Automation (ROK)	0.1	$5.0M	-8%	16k	310.48	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$4.9M	+2%	87k	56.40	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$4.9M	+18%	69k	70.35	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$4.8M	+8%	195k	24.76	View chart
Novo-nordisk A S Adr (NVO)	0.1	$4.8M	+2%	46k	103.45	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$4.7M		20k	232.63	View chart
Danaher Corporation (DHR)	0.1	$4.7M	-10%	20k	231.34	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$4.6M	-5%	37k	124.97	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$4.6M	+2673%	140k	32.83	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$4.5M	-2%	26k	174.87	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$4.5M	+354%	93k	47.74	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$4.4M		56k	79.22	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$4.4M	+3%	17k	262.26	View chart
Netflix (NFLX)	0.1	$4.3M	+10%	8.9k	486.87	View chart
Eaton Corp SHS (ETN)	0.1	$4.3M	+4%	18k	240.81	View chart
Abbott Laboratories (ABT)	0.1	$4.3M	-33%	39k	110.07	View chart
General Dynamics Corporation (GD)	0.1	$4.3M	+28%	17k	259.67	View chart
International Business Machines (IBM)	0.1	$4.3M		26k	163.55	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.1	$4.3M	-6%	8.9k	483.99	View chart
Becton, Dickinson and (BDX)	0.1	$4.2M		17k	243.83	View chart
Kla Corp Com New (KLAC)	0.1	$4.2M	-3%	7.3k	581.30	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$4.2M	-8%	37k	113.99	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.1	$4.2M	+291%	182k	23.10	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$4.1M		15k	273.74	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$4.1M		35k	116.29	View chart
American Express Company (AXP)	0.1	$4.0M	+8%	22k	187.34	View chart
Verizon Communications (VZ)	0.1	$4.0M		105k	37.70	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$4.0M	-7%	79k	50.23	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$3.9M		98k	40.21	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$3.9M		38k	103.07	View chart
Gilead Sciences (GILD)	0.0	$3.8M		48k	81.01	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$3.8M	+13%	75k	50.58	View chart
Paychex (PAYX)	0.0	$3.8M	+8%	32k	119.11	View chart
Sofi Technologies (SOFI)	0.0	$3.8M		377k	9.95	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$3.7M	+7%	147k	25.09	View chart
Texas Instruments Incorporated (TXN)	0.0	$3.6M	-53%	21k	170.46	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$3.5M		63k	56.39	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$3.5M		56k	63.33	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$3.5M		53k	66.38	View chart
Enterprise Products Partners (EPD)	0.0	$3.5M	+17%	133k	26.35	View chart
Automatic Data Processing (ADP)	0.0	$3.4M	+13%	15k	232.97	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$3.4M	-18%	94k	35.91	View chart
Colgate-Palmolive Company (CL)	0.0	$3.3M		42k	79.71	View chart
Intuit (INTU)	0.0	$3.3M	+7%	5.3k	624.99	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.0	$3.3M		38k	85.49	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$3.2M		39k	84.33	View chart
Direxion Shs Etf Tr Dly Tech Bull 3x (TECL)	0.0	$3.2M	+11%	49k	66.71	View chart
Dover Corporation (DOV)	0.0	$3.2M	-4%	21k	153.81	View chart
United Bankshares (UBSI)	0.0	$3.1M		84k	37.55	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$3.1M	-3%	30k	101.77	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$3.0M	+6%	29k	101.16	View chart
Steel Dynamics (STLD)	0.0	$3.0M	-6%	25k	118.10	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$2.9M		150k	19.45	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$2.9M	+20%	121k	23.90	View chart
Palo Alto Networks (PANW)	0.0	$2.9M	+34%	9.7k	294.89	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$2.8M		40k	70.10	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$2.8M	+4%	21k	130.92	View chart
Golub Capital BDC (GBDC)	0.0	$2.8M		185k	15.10	View chart
ConocoPhillips (COP)	0.0	$2.8M	+2%	24k	116.07	View chart
Booking Holdings (BKNG)	0.0	$2.8M	+24%	776.00	3547.22	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$2.7M		13k	218.16	View chart
United Parcel Service CL B (UPS)	0.0	$2.7M	-6%	17k	157.23	View chart
Caterpillar (CAT)	0.0	$2.6M	+4%	8.9k	295.68	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$2.6M	-5%	24k	107.49	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$2.6M	+11%	28k	92.45	View chart
Us Bancorp Del Com New (USB)	0.0	$2.6M	-14%	60k	43.28	View chart
Genuine Parts Company (GPC)	0.0	$2.5M	-46%	18k	138.50	View chart
Lam Research Corporation (LRCX)	0.0	$2.5M	-2%	3.2k	783.17	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$2.5M	+3%	53k	47.24	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$2.5M	+1395%	26k	95.20	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$2.5M	-82%	25k	98.88	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$2.5M		99k	24.79	View chart
Simpson Manufacturing (SSD)	0.0	$2.5M	NEW	12k	197.97	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$2.4M	+48%	27k	88.36	View chart
Arista Networks (ANET)	0.0	$2.4M	NEW	10k	235.51	View chart
First American Financial (FAF)	0.0	$2.4M		37k	64.44	View chart
Marathon Petroleum Corp (MPC)	0.0	$2.3M	-10%	15k	148.36	View chart
Lululemon Athletica (LULU)	0.0	$2.3M	+90%	4.5k	511.25	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$2.2M	-5%	45k	50.24	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.0	$2.2M		42k	53.55	View chart
Comcast Corp Cl A (CMCSA)	0.0	$2.2M	-4%	50k	43.85	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$2.2M	-3%	17k	126.60	View chart
General Electric Com New (GE)	0.0	$2.2M	-5%	17k	127.63	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$2.2M		4.00	542625.00	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$2.2M	+240%	33k	65.06	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$2.1M		34k	62.66	View chart
Duke Energy Corp Com New (DUK)	0.0	$2.1M	+7%	22k	97.04	View chart
Viatris (VTRS)	0.0	$2.1M		196k	10.83	View chart
Fair Isaac Corporation (FICO)	0.0	$2.1M	-9%	1.8k	1164.01	View chart

Past Filings by EP Wealth Advisors

SEC 13F filings are viewable for EP Wealth Advisors going back to 2011

EP Wealth Advisors 2023 Q4 filed Feb. 28, 2024
EP Wealth Advisors 2023 Q3 filed Nov. 24, 2023
EP Wealth Advisors 2023 Q2 filed Aug. 14, 2023
EP Wealth Advisors 2022 Q4 filed June 12, 2023
EP Wealth Advisors 2023 Q1 filed June 5, 2023
EP Wealth Advisors 2022 Q3 filed Dec. 2, 2022
EP Wealth Advisors 2022 Q2 filed Aug. 11, 2022
EP Wealth Advisors 2022 Q1 filed May 20, 2022
EP Wealth Advisors 2021 Q4 filed Feb. 17, 2022
EP Wealth Advisors 2021 Q3 restated filed Nov. 23, 2021
EP Wealth Advisors 2021 Q3 filed Nov. 16, 2021
EP Wealth Advisors 2021 Q2 filed Aug. 24, 2021
EP Wealth Advisors 2021 Q1 filed May 17, 2021
EP Wealth Advisors 2020 Q4 filed Feb. 18, 2021
EP Wealth Advisors 2020 Q3 filed Nov. 17, 2020
EP Wealth Advisors 2020 Q2 filed Aug. 14, 2020

View all past filings

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