EP Wealth Advisors
Latest statistics and disclosures from EP Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, AAPL, VTV, MSFT, VIGI, and represent 23.67% of EP Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: FUNL (+$182M), AVGO (+$148M), VUG (+$75M), BIV (+$66M), VOT (+$48M), XLK (+$43M), XLE (+$40M), VIGI (+$39M), VWO (+$35M), AAPL (+$34M).
- Started 350 new stock positions in MTD, RS, GLDM, BCO, BBEU, BSCS, EEFT, IYR, TEVA, GPIQ.
- Reduced shares in these 10 stocks: , HCA (-$30M), KEYS (-$30M), RSPT (-$18M), NEE (-$8.8M), DFAI (-$8.2M), EFV (-$7.9M), DFSV (-$5.3M), DFAE, QAI.
- Sold out of its positions in FAX, ATPC, ARWR, BB, BLK, CLNN, CACC, DXCM, FXL, HBAN.
- EP Wealth Advisors was a net buyer of stock by $1.9B.
- EP Wealth Advisors has $12B in assets under management (AUM), dropping by 23.61%.
- Central Index Key (CIK): 0001540569
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Portfolio Holdings for EP Wealth Advisors
EP Wealth Advisors holds 1181 positions in its portfolio as reported in the September 2024 quarterly 13F filing
EP Wealth Advisors has 1181 total positions. Only the first 250 positions are shown.
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- Download the EP Wealth Advisors September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 10.5 | $1.2B | +6% | 3.2M | 383.93 |
|
| Apple (AAPL) | 4.2 | $483M | +7% | 2.1M | 233.00 |
|
| Vanguard Index Fds Value Etf (VTV) | 4.1 | $479M | +5% | 2.7M | 174.57 |
|
| Microsoft Corporation (MSFT) | 2.6 | $299M | +4% | 695k | 430.30 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 2.4 | $274M | +16% | 3.1M | 88.28 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.1 | $242M | +10% | 421k | 573.76 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 2.0 | $238M | +38% | 3.0M | 78.37 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.8 | $211M | +17% | 4.0M | 52.66 |
|
| Amazon (AMZN) | 1.8 | $207M | +6% | 1.1M | 186.33 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.7 | $194M | +21% | 4.1M | 47.85 |
|
| Advisor Managed Portfolios Cornercap Fundam (FUNL) | 1.6 | $182M | NEW | 4.3M | 42.12 |
|
| NVIDIA Corporation (NVDA) | 1.5 | $179M | +7% | 1.5M | 121.44 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.5 | $174M | +38% | 716k | 243.47 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $172M | +19% | 1.0M | 165.85 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.5 | $171M | +4% | 1.7M | 101.27 |
|
| Broadcom (AVGO) | 1.4 | $164M | +904% | 951k | 172.50 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.3 | $155M | +26% | 927k | 167.67 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.3 | $153M | +39% | 676k | 225.76 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $146M | +6% | 694k | 210.86 |
|
| Costco Wholesale Corporation (COST) | 1.1 | $124M | +7% | 139k | 886.52 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 1.0 | $122M | +3% | 5.2M | 23.45 |
|
| Meta Platforms Cl A (META) | 1.0 | $115M | +12% | 200k | 572.44 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.9 | $109M | +37% | 407k | 267.37 |
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.9 | $107M | +29% | 3.5M | 30.81 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.9 | $103M | +18% | 1.8M | 55.63 |
|
| Ishares Tr National Mun Etf (MUB) | 0.9 | $102M | +3% | 940k | 108.63 |
|
| Exxon Mobil Corporation (XOM) | 0.9 | $101M | +10% | 863k | 117.22 |
|
| Nextera Energy (NEE) | 0.8 | $89M | -8% | 1.1M | 84.53 |
|
| Johnson & Johnson (JNJ) | 0.8 | $88M | +8% | 545k | 162.06 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $82M | +27% | 219k | 375.38 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.7 | $80M | +20% | 2.1M | 38.08 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.7 | $76M | +2% | 1.3M | 58.11 |
|
| American Tower Reit (AMT) | 0.7 | $76M | +3% | 327k | 232.56 |
|
| Honeywell International (HON) | 0.6 | $75M | +7% | 362k | 206.71 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.6 | $72M | -6% | 2.3M | 30.80 |
|
| Cisco Systems (CSCO) | 0.6 | $72M | +6% | 1.3M | 53.22 |
|
| Stryker Corporation (SYK) | 0.6 | $71M | +3% | 197k | 361.26 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.6 | $70M | +7% | 730k | 96.38 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.6 | $70M | -10% | 2.2M | 31.78 |
|
| Raytheon Technologies Corp (RTX) | 0.6 | $69M | +3% | 566k | 121.16 |
|
| Visa Com Cl A (V) | 0.6 | $68M | +7% | 246k | 274.95 |
|
| McDonald's Corporation (MCD) | 0.6 | $66M | +6% | 216k | 304.51 |
|
| Allstate Corporation (ALL) | 0.5 | $61M | +2% | 324k | 189.65 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $61M | +3% | 323k | 189.80 |
|
| Hca Holdings (HCA) | 0.5 | $61M | -33% | 151k | 406.43 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $60M | +30% | 104k | 576.82 |
|
| Pepsi (PEP) | 0.5 | $60M | +6% | 353k | 170.05 |
|
| S&p Global (SPGI) | 0.5 | $57M | +3% | 110k | 516.62 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.5 | $56M | -12% | 970k | 57.53 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $55M | +22% | 112k | 488.07 |
|
| J P Morgan Exchange Traded F Short Dura Core (JSCP) | 0.5 | $55M | +6% | 1.2M | 47.52 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.5 | $54M | +30% | 584k | 91.81 |
|
| Union Pacific Corporation (UNP) | 0.5 | $53M | +5% | 216k | 246.48 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $53M | +11% | 186k | 283.16 |
|
| UnitedHealth (UNH) | 0.4 | $51M | +3% | 87k | 584.68 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $51M | +77% | 96k | 527.67 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $49M | +487% | 555k | 87.80 |
|
| Walt Disney Company (DIS) | 0.4 | $48M | +8% | 495k | 96.19 |
|
| Zoetis Cl A (ZTS) | 0.4 | $47M | +5% | 243k | 195.38 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.4 | $47M | +5% | 567k | 83.00 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.4 | $43M | +3% | 515k | 84.17 |
|
| Comcast Corp Cl A (CMCSA) | 0.4 | $41M | +14% | 989k | 41.77 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.4 | $41M | +16% | 621k | 66.37 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $41M | +15% | 243k | 167.19 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $41M | -8% | 377k | 107.65 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $40M | +6% | 772k | 51.12 |
|
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.3 | $37M | +131% | 282k | 131.52 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $36M | 682k | 52.81 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $36M | +6% | 177k | 200.37 |
|
| Nike CL B (NKE) | 0.3 | $35M | +13% | 395k | 88.40 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.3 | $34M | +2% | 348k | 96.95 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $34M | 977k | 34.29 |
|
|
| Southern Company (SO) | 0.3 | $32M | 355k | 90.18 |
|
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.3 | $32M | 1.3M | 24.15 |
|
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.3 | $31M | NEW | 753k | 41.16 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $31M | -5% | 539k | 57.41 |
|
| Home Depot (HD) | 0.3 | $31M | +12% | 76k | 405.20 |
|
| Sempra Energy (SRE) | 0.3 | $30M | +2% | 359k | 83.63 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $30M | +7% | 34k | 885.93 |
|
| Tidal Etf Tr Leatherback Lng (LBAY) | 0.3 | $30M | 1.1M | 27.62 |
|
|
| TJX Companies (TJX) | 0.3 | $29M | +12% | 250k | 117.54 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.2 | $29M | -13% | 1.0M | 27.41 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $29M | NEW | 142k | 200.85 |
|
| salesforce (CRM) | 0.2 | $28M | +240% | 102k | 273.71 |
|
| Keysight Technologies (KEYS) | 0.2 | $27M | -52% | 169k | 158.93 |
|
| Simpson Manufacturing (SSD) | 0.2 | $27M | +1020% | 140k | 191.27 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $26M | +4075% | 82k | 321.95 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $26M | 133k | 198.06 |
|
|
| Global Payments (GPN) | 0.2 | $26M | +6% | 252k | 102.42 |
|
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.2 | $26M | +1910% | 450k | 56.60 |
|
| O'reilly Automotive (ORLY) | 0.2 | $25M | +13% | 22k | 1151.60 |
|
| Merck & Co (MRK) | 0.2 | $25M | +14% | 217k | 113.56 |
|
| Valero Energy Corporation (VLO) | 0.2 | $25M | +5% | 182k | 135.03 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $24M | +10423% | 511k | 47.13 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $24M | +411% | 46k | 517.78 |
|
| Rockwell Automation (ROK) | 0.2 | $24M | +5% | 88k | 268.46 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $24M | +2% | 99k | 237.21 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $23M | +76% | 193k | 116.96 |
|
| Franklin Templeton Etf Tr Ftse Europe (FLEE) | 0.2 | $22M | NEW | 721k | 31.00 |
|
| SkyWest (SKYW) | 0.2 | $22M | 257k | 85.02 |
|
|
| Xylem (XYL) | 0.2 | $22M | +11% | 161k | 135.03 |
|
| Fidelity Covington Trust Divid Etf Risi (FDRR) | 0.2 | $21M | 416k | 51.50 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $20M | +19% | 326k | 62.32 |
|
| New York Life Investments Et Nyli Hedge Multi (QAI) | 0.2 | $20M | -17% | 628k | 32.08 |
|
| Abbvie (ABBV) | 0.2 | $20M | +10% | 100k | 197.48 |
|
| Lowe's Companies (LOW) | 0.2 | $20M | -3% | 72k | 270.85 |
|
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.2 | $19M | 773k | 25.08 |
|
|
| Chevron Corporation (CVX) | 0.2 | $19M | +16% | 129k | 147.27 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $19M | +9% | 33k | 569.66 |
|
| Abrdn Asia Pacific Income Fu Com New | 0.2 | $18M | NEW | 1.0M | 17.40 |
|
| Bank of America Corporation (BAC) | 0.2 | $18M | +3% | 453k | 39.68 |
|
| Procter & Gamble Company (PG) | 0.2 | $18M | +5% | 103k | 173.20 |
|
| Tesla Motors (TSLA) | 0.2 | $18M | +5% | 67k | 261.63 |
|
| Palo Alto Networks (PANW) | 0.1 | $17M | +966% | 51k | 341.80 |
|
| Qualcomm (QCOM) | 0.1 | $17M | +10% | 98k | 170.05 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $16M | +62% | 139k | 117.29 |
|
| Oracle Corporation (ORCL) | 0.1 | $16M | +12% | 95k | 170.40 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $16M | NEW | 318k | 49.78 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $16M | +239% | 261k | 59.51 |
|
| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.1 | $15M | +3689% | 80k | 191.31 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $15M | +11% | 177k | 83.63 |
|
| J P Morgan Exchange Traded F Sustainable Muni (JMSI) | 0.1 | $14M | +6% | 282k | 51.03 |
|
| Applied Materials (AMAT) | 0.1 | $14M | +19% | 70k | 202.05 |
|
| Wal-Mart Stores (WMT) | 0.1 | $14M | +5% | 173k | 80.75 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $14M | 210k | 64.86 |
|
|
| ClearBridge Energy MLP Fund (EMO) | 0.1 | $13M | NEW | 309k | 42.20 |
|
| Fair Isaac Corporation (FICO) | 0.1 | $13M | +4% | 6.5k | 1943.52 |
|
| McKesson Corporation (MCK) | 0.1 | $12M | +24% | 24k | 494.44 |
|
| Netflix (NFLX) | 0.1 | $12M | -2% | 17k | 709.25 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $12M | +12% | 124k | 95.75 |
|
| Wells Fargo & Company (WFC) | 0.1 | $12M | +15% | 206k | 56.49 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $11M | +6% | 252k | 45.32 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $11M | +9% | 126k | 90.40 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $11M | +28% | 32k | 353.48 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $11M | +25% | 67k | 166.82 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $11M | +3% | 268k | 41.69 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $11M | +93% | 271k | 41.12 |
|
| Advanced Micro Devices (AMD) | 0.1 | $11M | +19% | 66k | 164.08 |
|
| Amgen (AMGN) | 0.1 | $11M | +10% | 33k | 322.20 |
|
| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.1 | $11M | NEW | 347k | 30.42 |
|
| Cintas Corporation (CTAS) | 0.1 | $11M | +260% | 51k | 205.88 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $11M | -13% | 109k | 95.95 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $10M | +9% | 47k | 220.89 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $10M | +5% | 19k | 528.06 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $10M | +8% | 16k | 618.55 |
|
| Eaton Corp SHS (ETN) | 0.1 | $10M | +52% | 30k | 331.44 |
|
| Ishares Tr Cur Hd Eurzn Etf (HEZU) | 0.1 | $9.9M | NEW | 270k | 36.76 |
|
| Nextera Energy Partners Com Unit Part In (NEP) | 0.1 | $9.9M | +9% | 359k | 27.62 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $9.8M | 41k | 243.06 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $9.8M | +21% | 20k | 493.80 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.1 | $9.8M | 362k | 27.01 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $9.6M | -7% | 53k | 181.99 |
|
| Pfizer (PFE) | 0.1 | $9.2M | -5% | 317k | 28.94 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $9.1M | +21% | 16k | 584.58 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $9.0M | -3% | 152k | 59.22 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $9.0M | +14% | 76k | 119.07 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $9.0M | +2% | 6.3k | 1427.11 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $8.9M | +27% | 45k | 200.78 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $8.9M | +815% | 32k | 276.76 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $8.9M | +2% | 58k | 154.02 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $8.9M | +12% | 15k | 586.51 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $8.8M | +6% | 84k | 104.18 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $8.7M | +5% | 345k | 25.16 |
|
| Coca-Cola Company (KO) | 0.1 | $8.7M | +22% | 121k | 71.86 |
|
| W.W. Grainger (GWW) | 0.1 | $8.6M | +3% | 8.3k | 1038.78 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $8.4M | +13% | 66k | 128.20 |
|
| Ishares Tr Ibonds 25 Trm Hg (IBHE) | 0.1 | $8.3M | +31% | 355k | 23.30 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $8.1M | +2% | 45k | 179.16 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $8.0M | +6754% | 141k | 56.57 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $7.9M | +3% | 40k | 197.17 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $7.8M | -8% | 124k | 62.88 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $7.8M | +22% | 25k | 314.39 |
|
| International Business Machines (IBM) | 0.1 | $7.8M | +11% | 35k | 221.08 |
|
| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.1 | $7.7M | NEW | 84k | 91.45 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $7.6M | +10% | 29k | 263.84 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $7.6M | +4% | 181k | 41.82 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $7.5M | +3224% | 84k | 89.36 |
|
| Danaher Corporation (DHR) | 0.1 | $7.5M | +15% | 27k | 278.02 |
|
| Principal Exchange Traded Us Mega Cp Etf (USMC) | 0.1 | $7.5M | NEW | 131k | 56.99 |
|
| Goldman Sachs Etf Tr Nasdaq 100 Core (GPIQ) | 0.1 | $7.5M | NEW | 156k | 47.95 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $7.5M | +10% | 26k | 284.00 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $7.3M | 26k | 282.21 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $7.3M | 17k | 423.12 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $7.1M | +35% | 52k | 135.44 |
|
| Caterpillar (CAT) | 0.1 | $7.1M | +55% | 18k | 391.13 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $7.0M | +12% | 77k | 91.31 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $6.8M | -5% | 14k | 491.28 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $6.8M | +358% | 18k | 381.67 |
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.1 | $6.8M | -2% | 269k | 25.21 |
|
| Starbucks Corporation (SBUX) | 0.1 | $6.8M | -10% | 70k | 97.49 |
|
| Booking Holdings (BKNG) | 0.1 | $6.7M | +92% | 1.6k | 4212.05 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $6.6M | +82% | 145k | 45.86 |
|
| Uber Technologies (UBER) | 0.1 | $6.6M | +10% | 88k | 75.16 |
|
| Abbott Laboratories (ABT) | 0.1 | $6.4M | +5% | 56k | 114.01 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $6.4M | -2% | 94k | 67.85 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $6.4M | +5% | 60k | 106.19 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $6.3M | 26k | 245.45 |
|
|
| Intuit (INTU) | 0.1 | $6.2M | +79% | 10k | 621.01 |
|
| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.1 | $6.2M | +13% | 62k | 99.58 |
|
| Arista Networks (ANET) | 0.1 | $6.1M | NEW | 16k | 383.81 |
|
| Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) | 0.1 | $6.0M | NEW | 211k | 28.55 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $6.0M | +35% | 29k | 206.57 |
|
| American Express Company (AXP) | 0.0 | $5.8M | 21k | 271.21 |
|
|
| Ishares Tr Msci India Etf (INDA) | 0.0 | $5.8M | +4857% | 99k | 58.53 |
|
| Kla Corp Com New (KLAC) | 0.0 | $5.8M | +3% | 7.4k | 774.36 |
|
| Enterprise Products Partners (EPD) | 0.0 | $5.7M | +32% | 196k | 29.11 |
|
| Automatic Data Processing (ADP) | 0.0 | $5.6M | +3% | 20k | 276.72 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $5.5M | +14% | 71k | 78.05 |
|
| General Dynamics Corporation (GD) | 0.0 | $5.5M | +2% | 18k | 302.20 |
|
| Ge Aerospace Com New (GE) | 0.0 | $5.4M | +49% | 29k | 188.58 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $5.4M | 38k | 142.04 |
|
|
| Bondbloxx Etf Trust Ir M Taxaware (TAXX) | 0.0 | $5.4M | NEW | 106k | 50.79 |
|
| Philip Morris International (PM) | 0.0 | $5.3M | +85% | 44k | 121.40 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $5.3M | +3% | 63k | 84.53 |
|
| Ishares Tr Ibonds 24 Trm Hg (IBHD) | 0.0 | $5.3M | -15% | 228k | 23.29 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $5.3M | 57k | 91.93 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $5.2M | 83k | 62.69 |
|
|
| Verizon Communications (VZ) | 0.0 | $5.2M | +2% | 115k | 44.91 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $5.1M | -4% | 68k | 75.11 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $5.1M | +14% | 38k | 132.25 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $5.1M | +4% | 16k | 326.71 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.0 | $5.0M | +16% | 99k | 50.94 |
|
| Dover Corporation (DOV) | 0.0 | $4.9M | +25% | 26k | 191.74 |
|
| Paychex (PAYX) | 0.0 | $4.9M | +9% | 36k | 134.19 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $4.9M | 194k | 25.10 |
|
|
| Morgan Stanley Etf Trust Calvert Internat (CVIE) | 0.0 | $4.7M | -14% | 79k | 59.91 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $4.7M | +3% | 46k | 103.81 |
|
| Direxion Shs Etf Tr Dly Tech Bull 3x (TECL) | 0.0 | $4.6M | +2% | 52k | 87.53 |
|
| Vanguard Wellington Us Value Factr (VFVA) | 0.0 | $4.5M | -15% | 38k | 120.54 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $4.5M | +22% | 99k | 45.73 |
|
| Gilead Sciences (GILD) | 0.0 | $4.5M | +13% | 54k | 83.84 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $4.4M | +19% | 26k | 173.67 |
|
| United Parcel Service CL B (UPS) | 0.0 | $4.4M | +20% | 32k | 136.34 |
|
| Boeing Company (BA) | 0.0 | $4.4M | -22% | 29k | 152.04 |
|
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $4.3M | +3965% | 60k | 71.54 |
|
| CSX Corporation (CSX) | 0.0 | $4.3M | +167% | 124k | 34.53 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $4.2M | +25% | 27k | 153.13 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $4.2M | +16% | 27k | 155.84 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $4.2M | +23% | 52k | 80.37 |
|
| Altria (MO) | 0.0 | $4.1M | +113% | 81k | 51.04 |
|
| L3harris Technologies (LHX) | 0.0 | $4.1M | +543% | 17k | 237.87 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $4.1M | 52k | 78.56 |
|
|
| Emerson Electric (EMR) | 0.0 | $4.1M | +78% | 37k | 109.37 |
|
| ConocoPhillips (COP) | 0.0 | $4.1M | +22% | 39k | 105.28 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.0 | $4.0M | NEW | 38k | 105.63 |
|
| Becton, Dickinson and (BDX) | 0.0 | $4.0M | 17k | 241.09 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $4.0M | 50k | 80.78 |
|
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $4.0M | +2297% | 37k | 108.18 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $4.0M | 155k | 25.53 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $3.9M | +3% | 37k | 107.66 |
|
Past Filings by EP Wealth Advisors
SEC 13F filings are viewable for EP Wealth Advisors going back to 2011
- EP Wealth Advisors 2024 Q3 filed Nov. 15, 2024
- EP Wealth Advisors 2024 Q2 filed Aug. 19, 2024
- EP Wealth Advisors 2024 Q1 filed May 14, 2024
- 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