EP Wealth Advisors

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

Companies in the EP Wealth Advisors portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard Value ETF (VTV) 14.85 2.68M +4% 111.62
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) 8.89 3.34M +85% 53.67
Vanguard Growth ETF (VUG) 7.03 852101 +4% 166.28
Vanguard Small-Cap ETF (VB) 4.75 622957 +12% 153.89
Apple (AAPL) 2.64 237396 NEW 223.97
SPDR S&P; 500 ETF (SPY) 2.29 155371 296.77
Microsoft Corporation (MSFT) 2.12 307497 139.03
JPMorgan Chase & Co. (JPM) 1.77 303552 117.69
Facebook Inc cl a 1.45 163633 -4% 178.08
Vanguard Total Stock Market ETF (VTI) 1.40 186913 +1550% 151.00
Johnson & Johnson (JNJ) 1.39 217242 +2% 129.38
Alphabet Inc Class A cs 1.39 23011 1221.11
Pepsi (PEP) 1.29 189220 137.10
Walt Disney Company (DIS) 1.26 194758 130.32
Costco Wholesale Corporation (COST) 1.21 84412 -3% 288.11
Visa (V) 1.17 137103 -2% 172.01
Amazon (AMZN) 1.11 12864 NEW 1735.93
Honeywell International (HON) 1.05 125089 169.20
American Tower Reit 1.05 96039 +10% 221.13
Allstate Corporation (ALL) 1.04 192735 NEW 108.68
United Technologies Corporation (UTX) 1.04 154205 +2% 136.52
Stryker Corporation (SYK) 1.02 95487 -2% 216.30
Accenture 1.00 105135 192.35
Technology SPDR (XLK) 0.95 238720 +5% 80.53
Vanguard FTSE All-World ex-US ETF (VEU) 0.95 385420 +6488% 49.90
Simpson Manufacturing (SSD) 0.92 266774 -5% 69.37
TJX Companies (TJX) 0.91 328303 55.74
BlackRock (BLK) 0.87 39301 445.64
Exxon Mobil Corporation (XOM) 0.85 243649 70.61
Stanley Black & Decker (SWK) 0.82 115161 +4% 144.41
Broadcom Ltd 0.82 60018 276.07
Cisco Systems (CSCO) 0.81 330227 49.41
iShares MSCI EAFE Index Fund (EFA) 0.80 248045 -4% 65.21
S&p Global 0.69 56408 -3% 244.98
BB&T; Corporation (BBT) 0.67 254686 NEW 53.37
Prologis Inc. 0.67 157814 +519% 85.22
Union Pacific Corporation (UNP) 0.66 82107 161.98
Vanguard REIT ETF (VNQ) 0.62 133039 +4205% 93.25
FMC Corporation (FMC) 0.59 136796 87.68
iShares Russell 1000 Value Index (IWD) 0.58 90745 +9% 128.26
Marathon Petroleum Corp 0.58 191686 +15% 60.75
CVS Caremark Corporation (CVS) 0.57 183202 +7% 63.07
iShares Russell Midcap Growth Idx. (IWP) 0.56 79518 141.35
Vanguard Emerging Markets ETF (VWO) 0.55 276505 +350% 40.26
Marathon Oil Corporation (MRO) 0.54 888506 +6% 12.27
Delphi Automotive Inc international stock 0.54 124492 +2% 87.42
General Dynamics Corporation (GD) 0.52 57357 +3% 182.73
Vanguard Total Bond Market ETF (BND) 0.50 119582 NEW 84.43
Allergan 0.50 59926 168.29
Ishares Tr Exponential Technologies Etf 0.49 257479 NEW 38.66
Ishares Tr msci eafe esg 0.48 151795 +312% 64.12
iShares S&P; 500 Index (IVV) 0.40 27222 298.51
Alphabet Inc Class C cs 0.40 6699 1218.99
Vanguard Charlotte Fds intl bd idx etf 0.38 130488 NEW 58.83
iShares S&P; SmallCap 600 Index (IJR) 0.37 95184 +7% 77.84
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.36 64737 +1273% 113.35
United Parcel Service (UPS) 0.34 56780 119.81
Verizon Communications (VZ) 0.34 113855 +2% 60.36
Chevron Corporation (CVX) 0.33 56427 +9% 118.60
AT&T; (T) 0.30 159366 +4% 37.84
Ishares Inc msci frntr 100 0.29 206976 NEW 28.14
Bank of America Corporation (BAC) 0.28 191147 NEW 29.17
Home Depot (HD) 0.28 24640 +126% 232.02
NIKE (NKE) 0.28 60308 93.92
American Express Company (AXP) 0.27 46549 NEW 118.28
Coca-Cola Company (KO) 0.26 98014 54.44
iShares Russell Midcap Value Index (IWS) 0.26 57810 +4% 89.71
Consumer Discretionary SPDR (XLY) 0.26 43142 -2% 120.69
Target Corporation (TGT) 0.25 46267 NEW 106.90
iShares Russell 1000 Growth Index (IWF) 0.25 31052 +25% 159.64
Thermo Fisher Scientific (TMO) 0.24 16530 291.29
Invesco S&p 500 Equal Weight Etf 0.22 41012 -7% 108.09
Boeing Company (BA) 0.21 11295 NEW 380.43
Procter & Gamble Company (PG) 0.17 26913 +14% 124.36
Alexandria Real Estate Equities (ARE) 0.17 21656 NEW 154.05
Vanguard Dividend Appreciation ETF (VIG) 0.17 28351 +55% 119.57
Expedia 0.17 26188 -5% 134.41
Comcast Corporation (CMCSA) 0.16 73339 -3% 45.08
Pfizer (PFE) 0.16 87790 35.93
iShares Russell 2000 Index (IWM) 0.16 21586 +47% 151.35
iShares Russell 3000 Index (IWV) 0.16 18994 +20% 173.79
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.16 27659 +27% 114.10
Johnson Controls International Plc equity 0.16 73128 43.90
Northrop Grumman Corporation (NOC) 0.15 7965 +13% 374.76
Intel Corporation (INTC) 0.15 59138 51.52
iShares Lehman Aggregate Bond (AGG) 0.15 25873 NEW 113.17
iShares Russell 2000 Growth Index (IWO) 0.15 15421 +3% 192.72
Powershares Dwa Technical Leaders Portfolio dwa momentum 0.15 48283 60.89
Raytheon Company (RTN) 0.14 13949 196.21
SPDR S&P; Dividend (SDY) 0.14 27605 -10% 102.59
Invesco S&p 500 Low Volatility Etf 0.14 47803 -14% 57.90
Southwest Airlines (LUV) 0.13 49904 -3% 54.00
First Trust DJ Internet Index Fund (FDN) 0.13 19755 NEW 134.65
3M Company (MMM) 0.12 14528 +16% 164.37
Amgen (AMGN) 0.12 13008 NEW 193.50
Vanguard Europe Pacific ETF (VEA) 0.12 59219 +6% 41.08
Vanguard Mid-Cap Growth ETF (VOT) 0.12 16210 148.12
Wells Fargo & Company (WFC) 0.11 45009 -7% 50.43
Vanguard Extended Market ETF (VXF) 0.11 19589 +389% 116.34
Invesco Exchange Traded Fd T zacks mid cap 0.11 30798 72.83
Intuitive Surgical (ISRG) 0.10 3566 +97% 539.82
Starbucks Corporation (SBUX) 0.10 22387 -62% 88.40
Clorox Company (CLX) 0.10 13080 +2% 151.83
iShares S&P; MidCap 400 Index (IJH) 0.10 10009 +4% 193.23
iShares S&P; MidCap 400 Growth (IJK) 0.10 9141 -8% 223.83
Schwab Strategic Tr cmn 0.10 36547 +6% 56.72
Gaming & Leisure Pptys 0.10 54987 38.25
McDonald's Corporation (MCD) 0.09 8500 +10% 214.71
Edwards Lifesciences (EW) 0.09 8207 NEW 219.93
iShares S&P; Cal AMTFr Mncpl Bnd Fd (CMF) 0.09 30384 +138% 61.28
Dupont De Nemours Inc Com 0.09 26836 -4% 71.32
Health Care SPDR (XLV) 0.08 17704 -20% 90.15
Merck & Co (MRK) 0.08 17987 +9% 84.17
Omni (OMC) 0.08 19362 +7% 78.30
iShares Russell 1000 Index (IWB) 0.08 9233 +90% 164.52
iShares S&P; 500 Growth Index (IVW) 0.08 8988 -3% 180.02
Pimco Total Return Etf totl 0.08 14897 +13% 108.88
Equinix 0.08 2779 576.83
Colgate-Palmolive Company (CL) 0.07 20213 +20% 73.52
International Business Machines (IBM) 0.07 9177 +7% 145.47
salesforce (CRM) 0.07 9339 +269% 148.41
iShares S&P; 500 Value Index (IVE) 0.07 11527 -2% 119.11
Vanguard Total World Stock Idx Fd (VT) 0.07 20146 NEW 74.80
Schwab Strategic Tr us lrg cap etf 0.07 20804 -9% 70.95
Citigroup Inc 0.07 19876 +404% 69.08
Wal-Mart Stores (WMT) 0.06 10439 +2% 118.69
Southern Company (SO) 0.06 20561 +18% 61.77
Energy Select Sector SPDR (XLE) 0.06 20463 -30% 59.18
iShares Russell 2000 Value Index (IWN) 0.06 9579 +68% 119.43
iShares MSCI EAFE Value Index (EFV) 0.06 24460 -14% 47.38
Ipath Dow Jones-aig Commodity 0.06 52455 -45% 21.81
iShares S&P; NA Tec.-SW. Idx. Fund (IGV) 0.06 5622 -8% 211.85
IQ Hedge Multi-Strategy Tracker (QAI) 0.06 36537 30.41
Schwab U S Large Cap Growth ETF (SCHG) 0.06 14218 83.98
Vanguard S&p 500 Etf idx fd 0.06 4395 +26% 272.58
Alibaba Group Holding Ltd Spon 0.06 7506 167.20
J P Morgan Exchange Traded F ultra shrt 0.06 25812 +89% 50.44
Invesco Aerospace & Defense Etf 0.06 16558 67.70
Invesco Dynamic Software Etf dynmc software 0.06 12834 93.11
Invesco Dwa Emerging Markets Momentum Etf 0.06 69885 17.50
Invesco Exchng Traded Fd Tr dwa smlcp ment 0.06 24495 50.05
Dow Inc 0.06 26649 -4% 47.66
iShares MSCI Emerging Markets Indx (EEM) 0.05 23301 +55% 40.86
U.S. Ban (USB) 0.05 19619 +2% 55.35
Caterpillar (CAT) 0.05 8721 126.36
Abbott Laboratories (ABT) 0.05 12884 NEW 83.67
Dominion Resources (D) 0.05 12551 +5% 81.03
FirstEnergy (FE) 0.05 19483 +6% 48.25
General Mills (GIS) 0.05 17936 55.14
Sempra Energy (SRE) 0.05 6631 -23% 147.64
Oracle Corporation (ORCL) 0.05 17409 +5% 55.03
Ventas (VTR) 0.05 12932 73.00
SPDR KBW Regional Banking (KRE) 0.05 19755 52.80
iShares Russell Midcap Index Fund (IWR) 0.05 16434 +128% 55.92
iShares Dow Jones Select Dividend (DVY) 0.05 9112 -6% 101.95
iShares Dow Jones US Consumer Ser. (IYC) 0.05 5033 -7% 217.37
iShares Russell 3000 Value Index (IWW) 0.05 16597 NEW 57.78
iShares Dow Jones US Medical Dev. (IHI) 0.05 4476 -14% 247.32
iShares S&P; NA Tec. Semi. Idx. Fd. (SOXX) 0.05 4521 -18% 211.46
iShares Dow Jones US Aerospace & Def.ETF (ITA) 0.05 4172 -6% 224.59
Vanguard Short Term Corporate Bond ETF (VCSH) 0.05 12801 +40% 81.09
Schwab International Equity ETF (SCHF) 0.05 31698 -10% 31.86
Schwab Strategic Tr us aggregate b 0.05 20138 +3% 53.83
Ishares Tr usa min vo 0.05 15012 64.08
Phillips 66 0.05 10356 +7% 102.36
Duke Energy 0.05 11274 -3% 95.88
Abbvie 0.05 12406 -7% 75.69
Xencor 0.05 32353 NEW 33.72
Cable One 0.05 779 1254.17
Welltower Inc Com reit 0.05 10809 90.67
Invesco Exchange Traded Fd Tnasdaq Internt etf/equity 0.05 7405 130.05
Invesco Dynamic Networking Etf dynmc netwrng 0.05 16957 56.32
Hexo Corp 0.05 237392 3.96
MasterCard Incorporated (MA) 0.04 2944 +15% 271.74
Eli Lilly & Co. (LLY) 0.04 7247 +12% 111.77
Consolidated Edison (ED) 0.04 9372 94.43
Genuine Parts Company (GPC) 0.04 8334 99.59
Kimberly-Clark Corporation (KMB) 0.04 4998 142.06
Adobe Systems Incorporated (ADBE) 0.04 3246 -22% 276.34
Valero Energy Corporation (VLO) 0.04 9423 -12% 85.22
Lockheed Martin Corporation (LMT) 0.04 2123 +2% 390.01
Philip Morris International (PM) 0.04 9773 -6% 75.92
QUALCOMM (QCOM) 0.04 11393 -11% 76.27
PPL Corporation (PPL) 0.04 23276 +5% 31.49
SPDR Gold Trust (GLD) 0.04 5476 +12% 138.79
Hormel Foods Corporation (HRL) 0.04 16494 NEW 43.71
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 0.04 6173 127.49
First Trust NASDAQ-100 Tech Sector InETF (QTEC) 0.04 8745 -40% 87.48
Spdr Series Trust dj ttl mkt etf 0.04 20820 NEW 36.74
Mondelez Int 0.04 12869 +11% 55.33
Lamar Advertising Co-a 0.04 10628 +2% 81.95
Paypal Holdings 0.04 7929 103.54
National Grid Plc Spon 0.04 15000 NEW 54.13
Invesco Exchange Traded Fd T wilderhil clan 0.04 28303 +4% 29.18
Invesco Dwa Technology Momentum Etf dwa technology 0.04 12997 +4% 68.55
Invesco Exchange Traded Fd T dwa utils mumt 0.04 23573 35.04
Corteva Inc Com 0.04 26138 -8% 28.01
Compass Minerals International (CMP) 0.03 11348 56.49
Baxter International (BAX) 0.03 5948 NEW 87.42
General Electric Company (GE) 0.03 65791 -4% 8.94
Automatic Data Processing (ADP) 0.03 3634 NEW 161.53
Hanesbrands (HBI) 0.03 38560 -7% 15.33
Novartis AG (NVS) 0.03 7938 +31% 86.92
Altria (MO) 0.03 16535 40.88
GlaxoSmithKline (GSK) 0.03 15409 +8% 42.70
Industrial SPDR (XLI) 0.03 8769 +7% 77.66
Enbridge Inc 0.03 19102 -9% 35.07
Western Alliance Bancorporation (WAL) 0.03 12746 +136% 46.05
Essex Property Trust (ESS) 0.03 2120 326.42
Celgene Corporation (CELG) 0.03 7082 99.27
Realty Income (O) 0.03 8047 +46% 76.67
Financial Select Sector SPDR (XLF) 0.03 23052 -5% 27.98
Vanguard Mid-Cap ETF (VO) 0.03 3748 +5% 167.56
iShares S&P; SmallCap 600 Value Idx (IJS) 0.03 3879 NEW 150.30
General Motors Company (GM) 0.03 15096 +11% 37.49
iShrs S&P; ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.03 5478 +77% 106.61
iShares S&P; Global Technology Sect. (IXN) 0.03 2878 -2% 184.85
Sprott Physical Gold Trust (PHYS) 0.03 54032 11.83
Tallgrass Energy Gp Lp master ltd part 0.03 31000 NEW 20.13
Nuveen Barclays Shrt Term Muni bdfund 0.03 11238 49.03
Fidelity National Information Services (FIS) 0.02 2353 -44% 132.60
Discover Financial Services (DFS) 0.02 4224 +18% 81.20
Ecolab (ECL) 0.02 2016 NEW 197.92
Bristol Myers Squibb (BMY) 0.02 6532 -29% 50.67
Cummins (CMI) 0.02 2210 +16% 162.44
Leggett & Platt (LEG) 0.02 8152 +45% 40.97
Sherwin-Williams Company (SHW) 0.02 847 550.18
Trimble Navigation (TRMB) 0.02 8127 38.76
Brown-Forman Corporation (BF.B) 0.02 7093 NEW 62.74
Yum! Brands (YUM) 0.02 4128 113.37
Air Products & Chemicals (APD) 0.02 1709 NEW 221.77
ConocoPhillips (COP) 0.02 5907 +42% 57.05
Nextera Energy Inc C om 0.02 1546 232.86
Danaher Corporation (DHR) 0.02 2706 +33% 144.49
Lowe's Companies (LOW) 0.02 3350 -22% 109.85
ConAgra Foods (CAG) 0.02 14315 -5% 30.67
Pioneer Natural Resources (PXD) 0.02 2734 -19% 125.82
Primerica (PRI) 0.02 3264 127.14
Netflix (NFLX) 0.02 1364 -15% 267.60
Micron Technology (MU) 0.02 7851 -79% 42.80
Edison International (EIX) 0.02 5626 -14% 75.36
Chipotle Mexican Grill (CMG) 0.02 398 -8% 841.71
Rockwell Automation (ROK) 0.02 2043 164.95
Ball Corporation (BLL) 0.02 6530 NEW 72.74
SPDR S&P; MidCap 400 ETF (MDY) 0.02 1017 352.02
iShares Dow Jones US Real Estate (IYR) 0.02 4088 -6% 93.44
Tesla Motors (TSLA) 0.02 1271 -14% 240.76
Vanguard Small-Cap Growth ETF (VBK) 0.02 2672 +4% 181.89
iShares Barclays Inter Crd Bd Fund ETF) (CIU) 0.02 5834 +60% 57.94
iShares Lehman MBS Bond Fund (MBB) 0.02 4325 -17% 108.21
SPDR DJ Wilshire REIT (RWR) 0.02 2937 +15% 104.53
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.02 10756 -19% 37.56
ISHARES TR MSCI Small Cap msci small cap 0.02 5380 NEW 57.25
iShares Russell Microcap Index (IWC) 0.02 4171 NEW 88.23
iShares S&P; Global Healthcare Sect. (IXJ) 0.02 6614 -6% 61.08
WisdomTree LargeCap Dividend Fund (DLN) 0.02 3430 99.13
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 0.02 6690 -15% 52.47
First Trust Ind/Prod AlphaDEX Fd (FXR) 0.02 10325 -4% 41.84
Schwab U S Small Cap ETF (SCHA) 0.02 4441 69.80
Sch Us Mid-cap Etf etf 0.02 7447 -2% 56.53
Cbre Group Inc Cl A 0.02 7297 -2% 53.04
Xylem 0.02 3937 +13% 79.50
Ishares Trust Barclays 0.02 9416 NEW 50.34
Ishares Inc core msci emkt 0.02 8112 +14% 49.06
Ishares Tr core strm usbd 0.02 7477 50.56
Zoetis Inc Cl A 0.02 2958 -5% 124.75
Metropcs Communications 0.02 4220 -15% 78.67
Ishares Tr Msci Usa Momentum Factor 0.02 3574 -6% 119.19
Graham Hldgs 0.02 748 663.10
Walgreen Boots Alliance 0.02 7502 +83% 55.32
Ishares Tr liquid inc etf 0.02 9940 50.40
Medtronic 0.02 2903 +13% 108.51
Vanguard Mun Bd Fd Inc tax-exempt bd 0.02 5642 NEW 53.70
Lamb Weston Hldgs 0.02 4174 -11% 72.83
Invesco Bulletshares 2020 Corp 0.02 16014 21.29
Invesco Bulletshares 2021 Corp 0.02 14288 +9% 21.28
Docusign Inc 0.02 7827 -38% 61.96
Ishares Tr msci usa small 0.02 15053 +88% 26.71
Cigna Corp New 0.02 3146 151.94
L3harris Technologies Inc Com stock 0.02 1898 NEW 208.64
Taiwan Semiconductor Mfg (TSM) 0.01 4697 NEW 46.41
ANSYS (ANSS) 0.01 1064 -19% 221.80
Goldman Sachs (GS) 0.01 969 -5% 207.43
Charles Schwab Corporation (SCHW) 0.01 7078 -97% 41.82
Ameriprise Financial (AMP) 0.01 1513 NEW 147.39
CSX Corporation (CSX) 0.01 3751 +8% 69.31
Norfolk Southern (NSC) 0.01 1123 179.88
Apache Corporation (APA) 0.01 8900 NEW 25.62
Autodesk (ADSK) 0.01 1513 NEW 147.39
NVIDIA Corporation (NVDA) 0.01 1189 NEW 174.10
PPG Industries (PPG) 0.01 1802 -2% 118.76
Paychex (PAYX) 0.01 2942 82.94
Sealed Air (SEE) 0.01 5791 NEW 41.44
V.F. Corporation (VFC) 0.01 2461 -13% 88.99
SVB Financial (SIVB) 0.01 1166 -7% 209.26
Emerson Electric (EMR) 0.01 3065 -26% 66.88
AstraZeneca (AZN) 0.01 6653 NEW 44.64
Koninklijke Philips Electronics NV (PHG) 0.01 4498 -10% 46.02
Becton, Dickinson and (BDX) 0.01 865 NEW 253.18
Gilead Sciences (GILD) 0.01 4604 +9% 63.42
Marriott International (MAR) 0.01 1732 +9% 124.13
Barclays (BCS) 0.01 14775 NEW 7.31
FactSet Research Systems (FDS) 0.01 1060 NEW 243.40
D.R. Horton (DHI) 0.01 4244 NEW 52.78
Fiserv (FISV) 0.01 2049 NEW 103.47
Xcel Energy (XEL) 0.01 3439 64.84
Applied Materials (AMAT) 0.01 5028 NEW 49.92
Credit Acceptance (CACC) 0.01 600 461.67
Roper Industries (ROP) 0.01 642 +7% 356.70
Estee Lauder Companies (EL) 0.01 1118 NEW 198.57
Lam Research Corporation (LRCX) 0.01 1086 231.12
Atmos Energy Corporation (ATO) 0.01 2389 NEW 113.86
Intuit (INTU) 0.01 1040 -2% 266.35
MetLife (MET) 0.01 4779 +7% 47.08
Selective Insurance (SIGI) 0.01 3312 75.18
Halozyme Therapeutics (HALO) 0.01 10000 15.50
Brink's Company (BCO) 0.01 2596 82.82
iShares Gold Trust (IAU) 0.01 18234 -4% 14.09
American International (AIG) 0.01 5136 NEW 55.69
iShares Dow Jones US Basic Mater. (IYM) 0.01 2205 -5% 92.06
SPDR S&P; Oil & Gas Explore & Prod. (XOP) 0.01 9005 NEW 22.32
iShares S&P; SmallCap 600 Growth (IJT) 0.01 1508 +37% 178.38
Main Street Capital Corporation (MAIN) 0.01 6330 NEW 43.29
VirnetX Holding Corporation (VHC) 0.01 47834 5.39
Vanguard Information Technology ETF (VGT) 0.01 1368 +4% 215.64
iShares S&P; 1500 Index Fund (ISI) 0.01 3404 +10% 66.98
PIMCO Strategic Global Government Fund (RCS) 0.01 15100 -3% 9.27
Schwab U S Broad Market ETF (SCHB) 0.01 3241 NEW 70.97
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.01 4068 NEW 53.34
First Trust DJ STOX Sel Div 30 IDX (FDD) 0.01 10630 -12% 12.70
Vanguard Admiral Fds Inc cmn 0.01 2074 NEW 129.70
Ngl Energy Partners Lp Com Uni 0.01 10900 NEW 13.94
Ishares Tr fltg rate nt 0.01 5064 -3% 50.95
Duff & Phelps Global 0.01 10000 NEW 15.90
BLACKROCK MUN TARGET TERM TR SHARES Of Ben 0.01 10000 23.70
Asml Holding N.v. 0.01 932 NEW 248.93
Eaton 0.01 2775 -22% 83.24
Ishares Core Msci Eafe Etf core msci eafe 0.01 4891 -52% 61.13
Ishares Core Intl Stock Etf core 0.01 4664 NEW 57.68
Cdw 0.01 2163 123.44
Sirius Xm Holdings 0.01 28125 6.26
Anthem 0.01 1193 NEW 240.57
Ark Etf Tr innovation etf 0.01 4820 42.95
Vanguard Whitehall Fds Inc intl dvd etf 0.01 4010 -18% 66.58
Hostess Brands 0.01 13794 -9% 13.99
Sba Communications Corp Com stock 0.01 1030 240.78
Booking Holdings 0.01 147 +20% 1965.99
Invesco Bulletshares 2019 Corp 0.01 11385 -27% 21.08
Invesco S&p 500 High Div, Low V equities 0.01 5764 42.68
Bscm etf 0.01 9417 21.45
Invesco Exchange Traded Fd Tr etf 0.01 14096 -4% 18.30
Guggenheim Bulletshrs 2023 Corp Bd Etf 0.01 12800 21.33
Select Sector Spdr Tr Communic etfeqty 0.01 5227 -23% 49.55
Dell Technologies Inc 0.01 3927 NEW 51.95
Office Pptys Income Tr Com Shs Ben Int reit 0.01 7592 NEW 30.69
Encana Corp C om 0.00 14658 +7% 4.57
Lloyds TSB (LYG) 0.00 29810 +36% 2.65
Globalstar (GSAT) 0.00 40550 0.42
Foresight Energy Lp m 0.00 13300 NEW 0.30

Past 13F-HR SEC Filings by EP Wealth Advisors

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