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, AMZN, and represent 34.55% of EP Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: LKQ (+$26M), VEA (+$25M), QAI (+$21M), VUG (+$19M), AVUV (+$15M), AMZN (+$14M), VXF (+$14M), MSFT (+$11M), AAPL (+$11M), VBK (+$10M).
- Started 52 new stock positions in KHC, VCIT, NSC, MTD, OLMA, AVUV, FNDX, SCHP, PAVM, HDV.
- Reduced shares in these 10 stocks: , VXUS (-$37M), ATVI (-$19M), FB (-$10M), Ishares Tr ibnd dec21 etf (-$6.9M), BNDX (-$6.4M), GPN, SMAR, Altabancorp, SSD.
- Sold out of its positions in ASX, Altabancorp, ALTR, BLK, COIN, CMP, EVFM, Guggenheim Enhanced Equity Income Fund., HQY, Hollyfrontier Corp.
- EP Wealth Advisors was a net buyer of stock by $210M.
- EP Wealth Advisors has $4.2B in assets under management (AUM), dropping by 16.01%.
- Central Index Key (CIK): 0001540569
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Portfolio Holdings for EP Wealth Advisors
Companies in the EP Wealth Advisors portfolio as of the December 2021 quarterly 13F filing
EP Wealth Advisors has 545 total positions. Only the first 250 positions are shown.
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- Download the EP Wealth Advisors December 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 15.7 | $665M | +2% | 2.1M | 320.90 | |
| Vanguard Index Fds Value Etf (VTV) | 8.0 | $339M | +2% | 2.3M | 147.11 | |
| Apple (AAPL) | 5.4 | $228M | +4% | 1.3M | 177.57 | |
| Microsoft Corporation (MSFT) | 3.5 | $146M | +8% | 435k | 336.32 | |
| Amazon (AMZN) | 2.0 | $84M | +20% | 25k | 3334.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $81M | 28k | 2897.03 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $76M | 159k | 474.96 | ||
| JPMorgan Chase & Co. (JPM) | 1.7 | $74M | +2% | 466k | 158.35 | |
| Costco Wholesale Corporation (COST) | 1.6 | $66M | 116k | 567.70 | ||
| Broadcom (AVGO) | 1.4 | $59M | 89k | 665.42 | ||
| Ishares Tr Rus 2000 Val Etf (IWN) | 1.3 | $57M | 342k | 166.05 | ||
| Johnson & Johnson (JNJ) | 1.3 | $57M | +4% | 332k | 171.07 | |
| Keysight Technologies (KEYS) | 1.3 | $53M | 257k | 206.51 | ||
| Select Sector Spdr Tr Technology (XLK) | 1.2 | $51M | 292k | 173.87 | ||
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| Cisco Systems (CSCO) | 1.2 | $50M | +4% | 787k | 63.37 | |
| American Tower Reit (AMT) | 1.2 | $49M | +3% | 169k | 292.50 | |
| Visa Com Cl A (V) | 1.1 | $45M | +5% | 209k | 216.71 | |
| TJX Companies (TJX) | 1.1 | $45M | +6% | 593k | 75.92 | |
| Walt Disney Company (DIS) | 1.0 | $44M | +4% | 286k | 154.89 | |
| Starbucks Corporation (SBUX) | 1.0 | $44M | +9% | 377k | 116.97 | |
| Honeywell International (HON) | 1.0 | $44M | +4% | 212k | 208.51 | |
| Pepsi (PEP) | 1.0 | $42M | +3% | 239k | 173.71 | |
| CVS Caremark Corporation (CVS) | 0.9 | $38M | 368k | 103.16 | ||
| Stryker Corporation (SYK) | 0.9 | $37M | +4% | 139k | 267.42 | |
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.9 | $37M | +5% | 520k | 70.85 | |
| Meta Platforms Cl A (FB) | 0.8 | $36M | -22% | 106k | 336.35 | |
| General Motors Company (GM) | 0.8 | $35M | +29% | 594k | 58.63 | |
| Zoetis Cl A (ZTS) | 0.8 | $35M | 142k | 244.03 | ||
| Hca Holdings (HCA) | 0.8 | $34M | 133k | 256.92 | ||
| Union Pacific Corporation (UNP) | 0.8 | $34M | +3% | 134k | 251.93 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.8 | $33M | +9% | 419k | 79.46 | |
| S&p Global (SPGI) | 0.8 | $33M | 71k | 471.93 | ||
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $32M | +2% | 67k | 476.98 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $32M | 517k | 61.19 | ||
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.7 | $31M | +19% | 630k | 49.46 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.7 | $31M | +402% | 610k | 51.06 | |
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.7 | $31M | +23% | 359k | 85.42 | |
| Valero Energy Corporation (VLO) | 0.7 | $29M | +3% | 382k | 75.11 | |
| Allstate Corporation (ALL) | 0.7 | $29M | +3% | 242k | 117.65 | |
| Fmc Corp Com New (FMC) | 0.7 | $28M | +7% | 254k | 109.89 | |
| Bristol Myers Squibb (BMY) | 0.6 | $27M | +5% | 427k | 62.35 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $27M | -2% | 117k | 226.01 | |
| LKQ Corporation (LKQ) | 0.6 | $26M | NEW | 431k | 60.03 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.6 | $25M | +20% | 99k | 254.62 | |
| FedEx Corporation (FDX) | 0.6 | $23M | +5% | 90k | 258.64 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $23M | -3% | 132k | 171.75 | |
| Global Payments (GPN) | 0.5 | $22M | -8% | 163k | 135.18 | |
| Indexiq Etf Tr Hedge Mlti Etf (QAI) | 0.5 | $22M | +1634% | 691k | 31.79 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.5 | $22M | +29% | 144k | 150.33 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.5 | $22M | +57% | 398k | 53.88 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $21M | +4% | 71k | 299.00 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $20M | +3% | 82k | 241.44 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $19M | 6.5k | 2893.68 | ||
| J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) | 0.4 | $19M | 364k | 51.06 | ||
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.4 | $18M | +381% | 97k | 182.86 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $16M | +10% | 205k | 78.68 | |
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.4 | $16M | 248k | 62.33 | ||
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $15M | NEW | 184k | 79.74 | |
| UnitedHealth (UNH) | 0.3 | $14M | -5% | 28k | 502.13 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $14M | +78% | 118k | 114.08 | |
| Home Depot (HD) | 0.3 | $13M | +2% | 31k | 415.01 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $13M | 43k | 305.58 | ||
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $13M | 108k | 115.22 | ||
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $12M | +52% | 28k | 436.56 | |
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.3 | $12M | +21% | 242k | 50.48 | |
| Lowe's Companies (LOW) | 0.3 | $12M | 47k | 258.47 | ||
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.3 | $12M | 54k | 215.71 | ||
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $11M | -2% | 64k | 167.93 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $10M | NEW | 36k | 281.78 | |
| Cintas Corporation (CTAS) | 0.2 | $9.7M | 22k | 443.18 | ||
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $9.3M | -2% | 111k | 83.67 | |
| Chevron Corporation (CVX) | 0.2 | $8.9M | 76k | 117.35 | ||
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $8.8M | +18% | 77k | 114.51 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $8.3M | NEW | 47k | 178.85 | |
| Nu Skin Enterprises Cl A (NUS) | 0.2 | $8.1M | 160k | 50.75 | ||
| Tesla Motors (TSLA) | 0.2 | $7.9M | 7.5k | 1056.75 | ||
| Thermo Fisher Scientific (TMO) | 0.2 | $7.9M | 12k | 667.23 | ||
| McDonald's Corporation (MCD) | 0.2 | $7.5M | 28k | 268.08 | ||
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $7.3M | 189k | 38.87 | ||
| Ishares Tr National Mun Etf (MUB) | 0.2 | $7.2M | +2% | 62k | 116.28 | |
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.2 | $7.0M | NEW | 110k | 63.32 | |
| Ishares Tr Ibonds Dec23 Etf (IBDO) | 0.2 | $6.9M | -2% | 270k | 25.67 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $6.9M | +19% | 141k | 48.85 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $6.8M | +3% | 33k | 204.43 | |
| Qualcomm (QCOM) | 0.2 | $6.7M | +21% | 37k | 182.86 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $6.6M | 223k | 29.62 | ||
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $6.3M | +1100% | 57k | 109.06 | |
| NVIDIA Corporation (NVDA) | 0.1 | $6.2M | +24% | 21k | 294.11 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $6.2M | 16k | 387.06 | ||
| Bank of America Corporation (BAC) | 0.1 | $6.1M | -5% | 138k | 44.49 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $5.9M | -3% | 38k | 156.64 | |
| Pfizer (PFE) | 0.1 | $5.9M | +3% | 100k | 59.05 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $5.8M | +63% | 50k | 116.02 | |
| Wells Fargo & Company (WFC) | 0.1 | $5.7M | 120k | 47.98 | ||
| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.1 | $5.7M | +437% | 199k | 28.70 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $5.5M | +2% | 21k | 266.43 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $5.5M | -9% | 19k | 293.04 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $5.4M | +975% | 47k | 114.81 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $5.4M | 63k | 85.25 | ||
| Procter & Gamble Company (PG) | 0.1 | $5.2M | 32k | 163.58 | ||
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $5.1M | 31k | 162.75 | ||
| Edwards Lifesciences (EW) | 0.1 | $5.1M | +3% | 39k | 129.56 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $5.1M | -88% | 9.5k | 531.50 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $4.8M | 45k | 105.78 | ||
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $4.8M | NEW | 59k | 81.26 | |
| Dover Corporation (DOV) | 0.1 | $4.7M | -2% | 26k | 181.60 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $4.7M | +35% | 17k | 277.51 | |
| Amgen (AMGN) | 0.1 | $4.7M | +3% | 21k | 224.95 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $4.6M | -4% | 28k | 163.74 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $4.6M | +11% | 45k | 102.40 | |
| Nike CL B (NKE) | 0.1 | $4.6M | 27k | 166.66 | ||
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $4.5M | -4% | 36k | 122.39 | |
| Becton, Dickinson and (BDX) | 0.1 | $4.4M | 18k | 251.47 | ||
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.1 | $4.4M | NEW | 69k | 64.55 | |
| Intel Corporation (INTC) | 0.1 | $4.4M | +23% | 86k | 51.50 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $4.4M | +4% | 109k | 40.32 | |
| Abbvie (ABBV) | 0.1 | $4.3M | -3% | 32k | 135.41 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $4.2M | +9% | 19k | 222.46 | |
| Verizon Communications (VZ) | 0.1 | $4.2M | +3% | 81k | 51.97 | |
| Invesco Exchange Traded Fd T Dwa Momentum (PDP) | 0.1 | $4.1M | +3% | 44k | 94.51 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $4.0M | +297% | 39k | 104.49 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $4.0M | -20% | 61k | 66.47 | |
| Ishares Tr Ibonds Dec22 Etf (IBDN) | 0.1 | $4.0M | 159k | 25.14 | ||
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $4.0M | +34% | 14k | 283.09 | |
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.1 | $3.9M | -2% | 150k | 25.93 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $3.9M | +9% | 44k | 87.61 | |
| Wal-Mart Stores (WMT) | 0.1 | $3.8M | +16% | 26k | 144.70 | |
| Kla Corp Com New (KLAC) | 0.1 | $3.8M | -6% | 8.8k | 430.16 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $3.8M | +4% | 72k | 52.84 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $3.8M | -26% | 47k | 80.82 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $3.7M | +3% | 51k | 73.22 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $3.7M | -3% | 14k | 264.45 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $3.6M | -7% | 28k | 129.11 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $3.6M | +95% | 16k | 221.01 | |
| At&t (T) | 0.1 | $3.5M | +10% | 143k | 24.60 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $3.5M | 46k | 76.34 | ||
| Sempra Energy (SRE) | 0.1 | $3.4M | -2% | 26k | 132.27 | |
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $3.3M | 31k | 109.46 | ||
| Abbott Laboratories (ABT) | 0.1 | $3.3M | +5% | 24k | 140.74 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $3.3M | NEW | 35k | 92.75 | |
| Coca-Cola Company (KO) | 0.1 | $3.3M | -3% | 55k | 59.22 | |
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $3.2M | -2% | 14k | 226.12 | |
| Ishares Tr Dow Jones Us Etf (IYY) | 0.1 | $3.2M | 27k | 117.83 | ||
| W.W. Grainger (GWW) | 0.1 | $3.0M | -2% | 5.9k | 518.23 | |
| United Bankshares (UBSI) | 0.1 | $3.0M | 84k | 36.28 | ||
| Advanced Micro Devices (AMD) | 0.1 | $3.0M | 21k | 143.90 | ||
| Boeing Company (BA) | 0.1 | $3.0M | -2% | 15k | 201.31 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $3.0M | -4% | 50k | 60.83 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $3.0M | +22% | 7.2k | 414.52 | |
| American Express Company (AXP) | 0.1 | $2.9M | -3% | 18k | 163.58 | |
| Colgate-Palmolive Company (CL) | 0.1 | $2.9M | 35k | 85.34 | ||
| First American Financial (FAF) | 0.1 | $2.8M | -2% | 36k | 78.24 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $2.8M | +6% | 5.0k | 566.97 | |
| Oracle Corporation (ORCL) | 0.1 | $2.8M | +2% | 32k | 87.21 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $2.7M | +19% | 24k | 113.83 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $2.7M | +22% | 11k | 254.78 | |
| Target Corporation (TGT) | 0.1 | $2.7M | -2% | 12k | 231.45 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $2.7M | +5% | 54k | 50.33 | |
| Airbnb Com Cl A (ABNB) | 0.1 | $2.7M | +79% | 16k | 166.51 | |
| General Dynamics Corporation (GD) | 0.1 | $2.7M | -7% | 13k | 208.47 | |
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $2.6M | +101% | 40k | 66.05 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $2.6M | 5.6k | 458.28 | ||
| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $2.6M | -9% | 24k | 106.82 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $2.6M | +196% | 7.1k | 359.29 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $2.5M | -4% | 42k | 61.27 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $2.5M | 36k | 68.62 | ||
| Nextera Energy (NEE) | 0.1 | $2.5M | 27k | 93.35 | ||
| Invesco Exchange Traded Fd T Zacks Mid Cap (CZA) | 0.1 | $2.5M | 26k | 96.12 | ||
| Prologis (PLD) | 0.1 | $2.4M | 15k | 168.36 | ||
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $2.4M | +145% | 31k | 77.70 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.4M | -13% | 32k | 74.65 | |
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $2.4M | 59k | 40.30 | ||
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $2.3M | NEW | 90k | 25.65 | |
| Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) | 0.1 | $2.3M | +16% | 30k | 77.67 | |
| United Parcel Service CL B (UPS) | 0.1 | $2.3M | 11k | 214.35 | ||
| Johnson Ctls Intl SHS (JCI) | 0.1 | $2.2M | -4% | 28k | 81.32 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $2.1M | +26% | 38k | 55.50 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $2.1M | +3% | 4.1k | 517.68 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $2.1M | 20k | 107.90 | ||
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $2.1M | 16k | 129.18 | ||
| 3M Company (MMM) | 0.0 | $2.0M | -3% | 12k | 177.64 | |
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.0 | $2.0M | +23% | 63k | 32.51 | |
| McKesson Corporation (MCK) | 0.0 | $2.0M | 8.2k | 248.56 | ||
| Gaming & Leisure Pptys (GLPI) | 0.0 | $2.0M | 42k | 48.67 | ||
| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $2.0M | +173% | 26k | 76.08 | |
| Intuit (INTU) | 0.0 | $2.0M | -12% | 3.0k | 643.14 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $1.9M | -4% | 28k | 68.26 | |
| salesforce (CRM) | 0.0 | $1.9M | +28% | 7.6k | 254.14 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $1.9M | +2% | 16k | 122.59 | |
| Steel Dynamics (STLD) | 0.0 | $1.9M | -4% | 31k | 62.08 | |
| Ishares Tr Ibonds Dec2023 (IBML) | 0.0 | $1.9M | 73k | 25.92 | ||
| Teradyne (TER) | 0.0 | $1.8M | -5% | 11k | 163.49 | |
| Ishares Tr Exponential Tech (XT) | 0.0 | $1.8M | -2% | 28k | 66.08 | |
| Merck & Co (MRK) | 0.0 | $1.8M | +5% | 24k | 76.63 | |
| General Electric Com New (GE) | 0.0 | $1.8M | -4% | 19k | 94.45 | |
| Yum! Brands (YUM) | 0.0 | $1.8M | +6% | 13k | 138.82 | |
| Paypal Holdings (PYPL) | 0.0 | $1.8M | 9.7k | 188.53 | ||
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $1.8M | -5% | 34k | 53.89 | |
| Eli Lilly & Co. (LLY) | 0.0 | $1.8M | +6% | 6.5k | 276.28 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $1.8M | +21% | 4.9k | 359.35 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $1.8M | +226% | 17k | 105.84 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.8M | +43% | 21k | 83.00 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $1.7M | +14% | 21k | 80.85 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $1.7M | +37% | 12k | 140.86 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $1.7M | +12% | 15k | 110.26 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $1.6M | +2% | 4.6k | 355.49 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $1.6M | -17% | 39k | 41.48 | |
| Twilio Cl A (TWLO) | 0.0 | $1.6M | -24% | 6.0k | 263.40 | |
| Glacier Ban (GBCI) | 0.0 | $1.6M | NEW | 28k | 56.71 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $1.5M | 13k | 115.66 | ||
| Us Bancorp Del Com New (USB) | 0.0 | $1.5M | +3% | 27k | 56.16 | |
| D.R. Horton (DHI) | 0.0 | $1.5M | -2% | 14k | 108.45 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $1.5M | +20% | 14k | 107.46 | |
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $1.5M | 33k | 44.37 | ||
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $1.4M | -10% | 18k | 80.89 | |
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $1.4M | -12% | 25k | 58.45 | |
| International Business Machines (IBM) | 0.0 | $1.4M | 11k | 133.65 | ||
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $1.4M | +4% | 13k | 112.14 | |
| Netflix (NFLX) | 0.0 | $1.4M | +34% | 2.3k | 602.39 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $1.4M | -4% | 8.1k | 173.03 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $1.4M | +12% | 25k | 54.91 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $1.4M | 7.3k | 188.50 | ||
| Altria (MO) | 0.0 | $1.4M | 29k | 47.40 | ||
| General Mills (GIS) | 0.0 | $1.4M | -10% | 20k | 67.37 | |
| Ishares Tr Ibonds Dec2022 (IBMK) | 0.0 | $1.3M | -14% | 52k | 26.06 | |
| CSX Corporation (CSX) | 0.0 | $1.3M | +6% | 35k | 37.59 | |
| Wp Carey (WPC) | 0.0 | $1.3M | -8% | 16k | 82.03 | |
| Madrigal Pharmaceuticals (MDGL) | 0.0 | $1.3M | +190% | 15k | 84.73 | |
| Cable One (CABO) | 0.0 | $1.3M | 734.00 | 1762.94 | ||
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $1.3M | +25% | 12k | 107.39 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.3M | +9% | 9.8k | 129.37 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $1.3M | +35% | 8.8k | 142.95 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $1.3M | 7.8k | 159.69 | ||
| Invesco Exchange Traded Fd T Dwa Technology (PTF) | 0.0 | $1.2M | 7.5k | 166.15 | ||
| Charles Schwab Corporation (SCHW) | 0.0 | $1.2M | +8% | 15k | 84.10 | |
| Invesco Exch Traded Fd Tr Ii Dwa Smlcp Ment (DWAS) | 0.0 | $1.2M | +8% | 14k | 89.99 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $1.2M | +4% | 14k | 84.75 | |
| Alexandria Real Estate Equities (ARE) | 0.0 | $1.2M | 5.4k | 222.99 | ||
| Equinix (EQIX) | 0.0 | $1.2M | NEW | 1.4k | 845.56 | |
| Roblox Corp Cl A (RBLX) | 0.0 | $1.2M | 12k | 103.20 | ||
| Automatic Data Processing (ADP) | 0.0 | $1.2M | 4.7k | 246.56 | ||
| ConocoPhillips (COP) | 0.0 | $1.1M | 16k | 72.15 | ||
| Philip Morris International (PM) | 0.0 | $1.1M | +6% | 12k | 94.99 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.1M | -3% | 6.7k | 170.98 | |
| Caterpillar (CAT) | 0.0 | $1.1M | +20% | 5.4k | 206.74 | |
| Invesco Exchange Traded Fd T Dynmc Software (PSJ) | 0.0 | $1.1M | 8.7k | 127.71 | ||
| Bentley Sys Com Cl B (BSY) | 0.0 | $1.1M | -20% | 23k | 48.32 | |
| Clorox Company (CLX) | 0.0 | $1.1M | -26% | 6.2k | 174.30 | |
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $1.1M | 2.0k | 542.42 | ||
| Zions Bancorporation (ZION) | 0.0 | $1.1M | 17k | 63.16 | ||
Past Filings by EP Wealth Advisors
SEC 13F filings are viewable for EP Wealth Advisors going back to 2011
- 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
- EP Wealth Advisors 2020 Q1 filed May 18, 2020
- EP Wealth Advisors 2019 Q4 filed Feb. 14, 2020
- EP Wealth Advisors 2019 Q3 filed Nov. 18, 2019
- EP Wealth Advisors 2019 Q2 filed Aug. 27, 2019
- EP Wealth Advisors 2019 Q1 filed May 20, 2019
- EP Wealth Advisors 2018 Q4 filed Feb. 19, 2019
- EP Wealth Advisors 2018 Q3 filed Nov. 15, 2018
- EP Wealth Advisors 2018 Q2 filed Aug. 14, 2018