Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, BIV, VIGI, and represent 23.67% of EP Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: BIV (+$115M), EFA (+$68M), BLK (+$62M), AGG (+$61M), IGSB (+$59M), VOE (+$57M), VOT (+$56M), VIGI (+$53M), DFLV (+$48M), VEA (+$34M).
Started 165 new stock positions in FBND, CNDT, DOX, USHY, BN, PEGA, CACI, DVYE, LXU, VONV.
Reduced shares in these 10 stocks: VTV (-$44M), DFAI (-$27M), SSD (-$21M), EFV (-$21M), SPY (-$20M), QAI (-$19M), IWF (-$14M), DFAE (-$14M), IEMG (-$13M), EFG (-$12M).
Sold out of its positions in ABM, AGEN, AB, ALNY, AMX, FLV, AMKR, Arista Networks, ARW, ATRO.
EP Wealth Advisors was a net buyer of stock by $590M.
EP Wealth Advisors has $12B in assets under management (AUM), dropping by 5.32%.
Central Index Key (CIK): 0001540569

Tip: Access up to 7 years of quarterly data

Positions held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for EP Wealth Advisors

EP Wealth Advisors holds 1234 positions in its portfolio as reported in the December 2024 quarterly 13F filing

EP Wealth Advisors has 1234 total positions. Only the first 250 positions are shown.

Sign up to view all of the EP Wealth Advisors Dec. 31, 2024 positions
Download the EP Wealth Advisors December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	10.8	$1.3B		3.2M	410.44	View chart
Apple (AAPL)	4.2	$513M		2.0M	250.42	View chart
Vanguard Index Fds Value Etf (VTV)	3.4	$420M	-9%	2.5M	169.30	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.8	$342M	+50%	4.6M	74.73	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.5	$301M	+21%	3.8M	79.99	View chart
Microsoft Corporation (MSFT)	2.4	$290M		688k	421.50	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	2.2	$267M	+28%	5.2M	51.70	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.9	$238M	+30%	937k	253.75	View chart
Amazon (AMZN)	1.9	$234M	-3%	1.1M	219.39	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.8	$226M	-8%	386k	586.08	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.8	$224M	+37%	2.3M	96.90	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.7	$210M	+17%	4.8M	44.04	View chart
Broadcom (AVGO)	1.7	$209M	-5%	902k	231.84	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.7	$207M	+37%	1.3M	161.77	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$193M		1.0M	189.30	View chart
NVIDIA Corporation (NVDA)	1.6	$192M	-3%	1.4M	134.29	View chart
Advisor Managed Portfolios Cornercap Fundam (FUNL)	1.5	$179M		4.3M	41.65	View chart
JPMorgan Chase & Co. (JPM)	1.3	$164M		685k	239.71	View chart
Select Sector Spdr Tr Technology (XLK)	1.3	$159M		685k	232.52	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	1.2	$152M	+46%	5.1M	30.03	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.1	$129M	+13%	461k	280.06	View chart
Costco Wholesale Corporation (COST)	1.0	$125M	-2%	137k	916.27	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.0	$124M	+20%	2.2M	55.66	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.0	$124M	+3%	5.4M	22.98	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$112M	+11%	1.1M	106.55	View chart
Meta Platforms Cl A (META)	0.9	$111M	-5%	190k	585.51	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.8	$95M	+26%	2.7M	35.48	View chart
Exxon Mobil Corporation (XOM)	0.7	$91M		848k	107.57	View chart
Honeywell International (HON)	0.7	$82M		365k	225.89	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.7	$82M	+8%	1.4M	57.28	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.7	$81M	+506%	1.1M	75.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$79M	+53%	147k	538.81	View chart
Johnson & Johnson (JNJ)	0.6	$79M		544k	144.62	View chart
Nextera Energy (NEE)	0.6	$74M		1.0M	71.69	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$74M	-15%	184k	401.58	View chart
Visa Com Cl A (V)	0.6	$73M	-6%	231k	316.04	View chart
Cisco Systems (CSCO)	0.6	$73M	-8%	1.2M	59.20	View chart
Stryker Corporation (SYK)	0.6	$70M		193k	360.05	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$67M	+104%	1.4M	47.82	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.5	$66M	-8%	2.2M	30.78	View chart
Raytheon Technologies Corp (RTX)	0.5	$66M		567k	115.72	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.5	$64M	+3%	756k	84.14	View chart
McDonald's Corporation (MCD)	0.5	$62M		215k	289.89	View chart
Blackrock (BLK)	0.5	$62M	NEW	61k	1025.11	View chart
Allstate Corporation (ALL)	0.5	$61M	-2%	317k	192.79	View chart
American Tower Reit (AMT)	0.5	$61M		333k	183.41	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$59M		319k	185.13	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.5	$57M	+6%	1.2M	46.63	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$55M		188k	289.81	View chart
S&p Global (SPGI)	0.4	$54M		109k	498.03	View chart
Pepsi (PEP)	0.4	$54M		352k	152.06	View chart
Walt Disney Company (DIS)	0.4	$53M	-3%	479k	111.35	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$52M	-8%	103k	511.23	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.4	$52M	-2%	572k	91.43	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$51M	-17%	86k	588.68	View chart
Union Pacific Corporation (UNP)	0.4	$51M	+2%	222k	228.04	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.4	$49M	+24%	773k	63.15	View chart
Select Sector Spdr Tr Energy (XLE)	0.4	$48M		560k	85.66	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.4	$46M	+2%	579k	78.61	View chart
Hca Holdings (HCA)	0.4	$45M		149k	300.15	View chart
UnitedHealth (UNH)	0.3	$42M	-3%	84k	505.86	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$42M	+7%	554k	76.14	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$42M	-9%	221k	190.44	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$41M	+21%	1.2M	34.59	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$40M	+4%	806k	50.13	View chart
Zoetis Cl A (ZTS)	0.3	$40M		247k	162.93	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$40M		179k	224.35	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$38M	-41%	1.3M	29.20	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.3	$37M		280k	132.37	View chart
Comcast Corp Cl A (CMCSA)	0.3	$37M		981k	37.53	View chart
salesforce (CRM)	0.3	$35M	+2%	105k	334.33	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.3	$33M	+7%	1.4M	23.61	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$31M	-3%	336k	92.72	View chart
Sempra Energy (SRE)	0.3	$31M		352k	87.72	View chart
Nike CL B (NKE)	0.3	$31M	+3%	407k	75.67	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$31M	+2%	146k	210.45	View chart
TJX Companies (TJX)	0.2	$31M		253k	120.81	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$30M		753k	40.41	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$30M	-41%	569k	52.47	View chart
Home Depot (HD)	0.2	$29M		75k	388.99	View chart
Tesla Motors (TSLA)	0.2	$29M	+5%	71k	403.84	View chart
Southern Company (SO)	0.2	$28M	-3%	344k	82.32	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$28M		82k	343.41	View chart
Global Payments (GPN)	0.2	$28M		249k	112.06	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.2	$27M		443k	60.35	View chart
O'reilly Automotive (ORLY)	0.2	$26M		22k	1185.78	View chart
Keysight Technologies (KEYS)	0.2	$26M	-3%	164k	160.63	View chart
Eli Lilly & Co. (LLY)	0.2	$26M		34k	772.01	View chart
Rockwell Automation (ROK)	0.2	$25M		89k	285.79	View chart
Bondbloxx Etf Trust Ir M Taxaware (TAXX)	0.2	$25M	+370%	501k	50.37	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$25M	+2%	523k	48.16	View chart
SkyWest (SKYW)	0.2	$25M	-3%	246k	100.13	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$24M	-33%	252k	96.83	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$24M	-7%	123k	195.83	View chart
Tidal Etf Tr Leatherback Lng (LBAY)	0.2	$24M	-9%	970k	24.20	View chart
Valero Energy Corporation (VLO)	0.2	$23M	+2%	186k	122.59	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$23M	-4%	95k	240.28	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$23M		196k	115.22	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.2	$21M	+8%	837k	24.70	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.2	$20M	-5%	393k	51.38	View chart
Adobe Systems Incorporated (ADBE)	0.2	$20M		45k	444.68	View chart
Merck & Co (MRK)	0.2	$20M	-8%	199k	99.48	View chart
Franklin Templeton Etf Tr Ftse Europe (FLEE)	0.2	$20M		710k	27.72	View chart
Bank of America Corporation (BAC)	0.2	$20M		447k	43.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$20M	-3%	313k	62.31	View chart
Palo Alto Networks (PANW)	0.2	$19M	+108%	107k	181.96	View chart
Abbvie (ABBV)	0.2	$19M	+4%	105k	177.70	View chart
Chevron Corporation (CVX)	0.2	$19M		129k	144.84	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$19M	+17%	374k	49.55	View chart
Lowe's Companies (LOW)	0.1	$18M		73k	246.80	View chart
Procter & Gamble Company (PG)	0.1	$18M	+3%	107k	167.65	View chart
Xylem (XYL)	0.1	$18M	-4%	154k	116.02	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$18M		140k	126.75	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$18M	-7%	31k	569.59	View chart
Wal-Mart Stores (WMT)	0.1	$16M	+3%	180k	90.35	View chart
Oracle Corporation (ORCL)	0.1	$16M	+2%	97k	166.64	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$16M	+5%	275k	57.53	View chart
Netflix (NFLX)	0.1	$16M	+4%	18k	891.33	View chart
Qualcomm (QCOM)	0.1	$16M	+3%	102k	153.62	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$16M	+71%	622k	24.86	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$15M	-45%	293k	52.22	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.1	$15M	+7%	302k	50.07	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$15M		80k	188.28	View chart
McKesson Corporation (MCK)	0.1	$15M	+7%	26k	569.91	View chart
ClearBridge Energy MLP Fund (EMO)	0.1	$14M		308k	46.54	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$14M	+16%	292k	48.33	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$14M		209k	65.08	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$13M	+5%	133k	96.81	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$13M	-52%	501k	25.37	View chart
Abrdn Asia Pacific Income Fu Com New (FAX)	0.1	$12M	-20%	834k	14.72	View chart
Wells Fargo & Company (WFC)	0.1	$12M	-16%	172k	70.24	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$12M	-5%	116k	101.53	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$11M	+385%	408k	27.87	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$11M		67k	164.17	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.1	$11M	+31%	466k	23.20	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$11M		109k	96.53	View chart
Applied Materials (AMAT)	0.1	$11M	-8%	64k	162.63	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$10M	-4%	255k	40.92	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$10M	+107%	563k	18.50	View chart
Eaton Corp SHS (ETN)	0.1	$10M	+2%	31k	331.87	View chart
Mastercard Incorporated Cl A (MA)	0.1	$10M	-3%	19k	526.57	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$10M		41k	242.13	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$9.9M	+24%	72k	137.57	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$9.7M	-3%	51k	189.98	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$9.7M	-5%	44k	220.96	View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)	0.1	$9.7M	-2%	338k	28.61	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.1	$9.6M		267k	35.84	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$9.5M	+91%	135k	70.28	View chart
Cintas Corporation (CTAS)	0.1	$9.3M		51k	182.70	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$9.2M	+8%	373k	24.70	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$9.2M	+3%	46k	198.18	View chart
Northrop Grumman Corporation (NOC)	0.1	$9.1M		19k	469.30	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$9.1M	-2%	31k	288.85	View chart
International Business Machines (IBM)	0.1	$9.0M	+17%	41k	219.83	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$8.8M	-21%	25k	351.80	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$8.7M	+14%	208k	42.05	View chart
W.W. Grainger (GWW)	0.1	$8.7M		8.3k	1054.05	View chart
Lockheed Martin Corporation (LMT)	0.1	$8.7M	+13%	18k	485.93	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$8.6M	+3%	68k	127.59	View chart
Thermo Fisher Scientific (TMO)	0.1	$8.2M	-2%	16k	520.22	View chart
Amgen (AMGN)	0.1	$8.2M	-4%	32k	260.64	View chart
Pfizer (PFE)	0.1	$8.2M	-2%	309k	26.53	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$8.1M	-8%	140k	58.35	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$8.0M	+16%	61k	131.76	View chart
TransDigm Group Incorporated (TDG)	0.1	$8.0M		6.3k	1267.37	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$8.0M	+4%	42k	190.88	View chart
American Express Company (AXP)	0.1	$7.9M	+24%	27k	296.79	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$7.9M		25k	322.17	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$7.9M	-2%	137k	57.27	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$7.8M	+53%	127k	61.34	View chart
Goldman Sachs Etf Tr Nasdaq 100 Core (GPIQ)	0.1	$7.7M		158k	49.03	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$7.7M		29k	264.13	View chart
Principal Exchange Traded Us Mega Cp Etf (USMC)	0.1	$7.7M	-2%	129k	60.03	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$7.7M		86k	89.33	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$7.6M		26k	287.83	View chart
Ishares Tr Us Oil Gs Ex Etf (IEO)	0.1	$7.3M	-2%	82k	89.63	View chart
Advanced Micro Devices (AMD)	0.1	$7.3M	-8%	60k	120.79	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$7.2M	-23%	12k	621.78	View chart
Booking Holdings (BKNG)	0.1	$7.1M	-10%	1.4k	4968.00	View chart
Intuitive Surgical Com New (ISRG)	0.1	$7.1M	-2%	14k	521.95	View chart
Coca-Cola Company (KO)	0.1	$6.9M	-7%	112k	62.26	View chart
Fair Isaac Corporation (FICO)	0.1	$6.9M	-47%	3.4k	1990.93	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$6.8M	+153%	53k	128.62	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$6.7M	+209%	291k	23.18	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$6.7M	+6%	64k	105.48	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$6.6M	-9%	16k	425.50	View chart
Automatic Data Processing (ADP)	0.1	$6.6M	+11%	23k	292.73	View chart
Caterpillar (CAT)	0.1	$6.4M	-2%	18k	362.76	View chart
Abbott Laboratories (ABT)	0.1	$6.3M		55k	113.11	View chart
Danaher Corporation (DHR)	0.1	$6.3M		27k	229.55	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$6.3M		26k	242.17	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.1	$6.3M	+1183%	78k	80.20	View chart
Arista Networks Com Shs (ANET)	0.1	$6.2M	NEW	56k	110.53	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$6.0M		145k	41.82	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.0	$6.0M		61k	99.15	View chart
Vanguard World Health Car Etf (VHT)	0.0	$6.0M	-8%	24k	253.69	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$5.8M	+17%	81k	71.91	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$5.8M	-15%	65k	88.79	View chart
Enterprise Products Partners (EPD)	0.0	$5.7M	-6%	183k	31.36	View chart
Philip Morris International (PM)	0.0	$5.7M	+8%	48k	120.35	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.0	$5.7M	+67%	275k	20.65	View chart
Texas Instruments Incorporated (TXN)	0.0	$5.7M	+3%	30k	187.51	View chart
Verizon Communications (VZ)	0.0	$5.7M	+22%	142k	39.99	View chart
Nextera Energy Partners Com Unit Part In (XIFR)	0.0	$5.6M	-12%	313k	17.80	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$5.6M	+6%	106k	52.64	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$5.5M	+54%	285k	19.43	View chart
Starbucks Corporation (SBUX)	0.0	$5.4M	-14%	60k	91.25	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$5.4M	+210%	196k	27.32	View chart
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB)	0.0	$5.3M	-3%	204k	26.19	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.0	$5.3M	+8%	211k	25.05	View chart
Boeing Company (BA)	0.0	$5.2M		29k	177.00	View chart
Intuit (INTU)	0.0	$5.1M	-17%	8.2k	628.50	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$5.1M	+3%	40k	129.34	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$5.1M	-35%	29k	175.23	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$5.0M	-3%	15k	334.26	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$5.0M	-3%	55k	90.93	View chart
Novo-nordisk A S Adr (NVO)	0.0	$5.0M	-23%	58k	86.02	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$5.0M	+25%	46k	108.61	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$5.0M	+644%	189k	26.19	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$4.9M	-3%	37k	132.10	View chart
Dover Corporation (DOV)	0.0	$4.9M		26k	187.60	View chart
Paychex (PAYX)	0.0	$4.9M	-4%	35k	140.22	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$4.8M	+9%	14k	342.17	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$4.8M	+57%	249k	19.48	View chart
Us Bancorp Del Com New (USB)	0.0	$4.8M		100k	47.83	View chart
CVS Caremark Corporation (CVS)	0.0	$4.7M	-15%	105k	44.89	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$4.7M	+79%	26k	178.08	View chart
At&t (T)	0.0	$4.7M	+31%	205k	22.77	View chart
Kla Corp Com New (KLAC)	0.0	$4.7M		7.4k	630.09	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$4.6M	+93%	79k	58.93	View chart
ConocoPhillips (COP)	0.0	$4.5M	+18%	46k	99.17	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.0	$4.5M	-6%	25k	177.03	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$4.5M	-11%	88k	50.71	View chart
Sofi Technologies (SOFI)	0.0	$4.4M	-23%	287k	15.40	View chart
Vanguard Wellington Us Value Factr (VFVA)	0.0	$4.3M	-3%	37k	118.38	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$4.3M	+126%	48k	89.04	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$4.2M	+9%	170k	24.90	View chart
CSX Corporation (CSX)	0.0	$4.2M	+5%	131k	32.27	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$4.2M	-16%	21k	197.49	View chart
Altria (MO)	0.0	$4.2M		80k	52.29	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$4.2M	+133%	65k	63.75	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$4.2M	+3%	62k	67.10	View chart
Colgate-Palmolive Company (CL)	0.0	$4.1M		46k	90.91	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.0	$4.1M	+2%	39k	105.50	View chart
Direxion Shs Etf Tr Dly Tech Bull 3x (TECL)	0.0	$4.1M	-13%	45k	90.55	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$4.0M		52k	77.79	View chart
Ge Aerospace Com New (GE)	0.0	$4.0M	-16%	24k	166.79	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$4.0M	-14%	24k	172.42	View chart
Air Products & Chemicals (APD)	0.0	$4.0M	+15%	14k	290.05	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.0	$4.0M		37k	107.61	View chart

Past Filings by EP Wealth Advisors

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

EP Wealth Advisors 2024 Q4 filed Feb. 14, 2025
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z