EP Wealth Advisors

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

Portfolio Holdings for EP Wealth Advisors

Companies in the EP Wealth Advisors portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard Value ETF (VTV) 13.99 3.21M +12% 89.06
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) 11.05 4.31M +9% 52.36
Vanguard Growth ETF (VUG) 7.49 976428 +7% 156.69
Vanguard Small-Cap ETF (VB) 3.98 705163 +8% 115.44
Apple (AAPL) 2.89 232599 -17% 254.29
Microsoft Corporation (MSFT) 2.45 318008 157.71
SPDR S&P; 500 ETF (SPY) 2.16 171130 +9% 257.75
Johnson & Johnson (JNJ) 1.58 246041 +10% 131.13
Amazon (AMZN) 1.51 15780 +10% 1949.75
JPMorgan Chase & Co. (JPM) 1.45 328171 +8% 90.03
Alphabet Inc Class A cs 1.36 23919 1161.96
Costco Wholesale Corporation (COST) 1.20 86278 285.12
American Tower Reit 1.15 107496 +4% 217.75
iShares MSCI EAFE Index Fund (EFA) 1.10 419741 +46% 53.46
Visa (V) 1.09 138002 161.12
Walt Disney Company (DIS) 1.01 212979 +8% 96.60
Stryker Corporation (SYK) 1.00 123181 +26% 166.49
Technology SPDR (XLK) 1.00 253051 80.37
Facebook Inc cl a 0.92 112968 +4% 166.80
BlackRock (BLK) 0.90 41886 +3% 439.98
Pepsi (PEP) 0.90 153425 -21% 120.10
Allstate Corporation (ALL) 0.90 200666 +3% 91.73
Honeywell International (HON) 0.90 136855 +7% 133.79
Accenture 0.89 111253 +3% 163.26
Vanguard Total Stock Market ETF (VTI) 0.87 137692 -7% 128.91
Vanguard Emerging Markets ETF (VWO) 0.82 497616 -17% 33.55
TJX Companies (TJX) 0.81 347658 +4% 47.81
United Technologies Corporation (UTX) 0.79 171679 +8% 94.33
Broadcom Ltd 0.78 66828 +5% 237.10
Cisco Systems (CSCO) 0.74 385374 +30% 39.31
Vanguard Charlotte Fds intl bd idx etf 0.70 254190 -5% 56.26
S&p Global 0.66 54630 245.05
Prologis Inc. 0.65 165549 80.37
Union Pacific Corporation (UNP) 0.61 88111 +5% 141.04
Vanguard Europe Pacific ETF (VEA) 0.59 362560 -11% 33.34
FMC Corporation (FMC) 0.58 145226 +3% 81.69
Berkshire Hathaway (BRK.B) 0.58 64862 NEW 182.83
Activision Blizzard (ATVI) 0.58 198713 NEW 59.48
CVS Caremark Corporation (CVS) 0.57 197854 +6% 59.33
Exxon Mobil Corporation (XOM) 0.57 307752 37.97
Starbucks Corporation (SBUX) 0.55 171607 +477% 65.74
iShares Russell 1000 Value Index (IWD) 0.52 107631 +17% 99.18
Stanley Black & Decker (SWK) 0.46 94114 -20% 100.00
iShares Russell Midcap Growth Idx. (IWP) 0.46 77225 -19% 121.59
General Dynamics Corporation (GD) 0.46 70963 +17% 132.31
Ishares Tr msci eafe esg 0.44 169078 +9% 53.16
Truist Financial Corp equities 0.43 283151 +10% 30.84
Ishares Tr Dec 2020 0.42 339922 +15% 25.21
Schwab U S Large Cap Growth ETF (SCHG) 0.40 103787 +12% 79.65
Vanguard Mid-Cap Growth ETF (VOT) 0.40 65183 +2% 126.69
Ishares Tr ibnd dec23 etf 0.39 320601 +16% 25.00
Alphabet Inc Class C cs 0.39 6891 +2% 1162.82
iShares Barclays TIPS Bond Fund (TIP) 0.38 66088 +7% 117.92
Ishares Tr ibnd dec21 etf 0.38 313415 +13% 24.65
iShares Russell 1000 Growth Index (IWF) 0.36 48343 +24% 150.65
iShares S&P; 500 Index (IVV) 0.34 26873 -7% 258.40
Vanguard REIT ETF (VNQ) 0.33 95190 -23% 69.85
Vanguard FTSE All-World ex-US ETF (VEU) 0.31 153611 -45% 41.02
Valero Energy Corporation (VLO) 0.31 137580 +1594% 45.36
Verizon Communications (VZ) 0.30 114724 53.73
Schwab Strategic Tr cmn 0.30 136708 +22% 44.27
AT&T; (T) 0.29 200316 +30% 29.15
J P Morgan Exchange Traded F ultra shrt 0.28 113522 -10% 49.67
iShares Lehman Aggregate Bond (AGG) 0.27 47852 +65% 115.38
iShares S&P; SmallCap 600 Index (IJR) 0.26 94816 56.11
Home Depot (HD) 0.26 28174 +11% 186.70
iShares S&P; 500 Growth Index (IVW) 0.26 31714 +25% 165.04
United Parcel Service (UPS) 0.25 55208 93.41
iShares S&P; 500 Value Index (IVE) 0.25 52212 +121% 96.24
Vanguard Small-Cap Value ETF (VBR) 0.24 54711 +12% 88.79
iShares Russell 2000 Growth Index (IWO) 0.24 30416 +6% 158.17
Vanguard Small-Cap Growth ETF (VBK) 0.23 31283 -26% 150.31
Target Corporation (TGT) 0.23 50127 -5% 92.96
Ishares Tr Ibonds December 2022 Corp Etf 0.23 187752 +17% 24.79
Ishares Tr liquid inc etf 0.22 88940 49.95
Global Payments (GPN) 0.22 30513 NEW 144.23
Ishares Tr ibnd dec24 etf 0.21 174941 +27% 24.72
Thermo Fisher Scientific (TMO) 0.21 15203 283.63
Vanguard Extended Market ETF (VXF) 0.21 47399 -12% 90.53
Chevron Corporation (CVX) 0.21 58133 -3% 72.45
iShares Russell Midcap Value Index (IWS) 0.20 64193 -11% 64.09
Coca-Cola Company (KO) 0.19 88419 -8% 44.26
Vanguard S&p 500 Etf idx fd 0.19 16505 +22% 236.84
Consumer Discretionary SPDR (XLY) 0.19 39585 -63% 98.07
Amgen (AMGN) 0.18 18310 +19% 202.73
Vanguard Dividend Appreciation ETF (VIG) 0.18 35465 +28% 103.40
Invesco S&p 500 Equal Weight Etf 0.18 43619 +5% 84.02
Vanguard Mid-Cap Value ETF (VOE) 0.18 44258 -23% 81.30
Bank of America Corporation (BAC) 0.17 166813 -13% 21.23
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.17 30076 113.01
Vanguard Total Bond Market ETF (BND) 0.17 39671 -53% 85.35
iShares MSCI Emerging Markets Indx (EEM) 0.17 99148 +30% 34.13
Ishares Tr Exponential Technologies Etf 0.16 93393 -50% 35.61
Procter & Gamble Company (PG) 0.16 29847 109.99
American Express Company (AXP) 0.16 38182 -16% 85.62
Pfizer (PFE) 0.16 98522 -10% 32.64
iShares Russell 2000 Index (IWM) 0.15 27104 +16% 114.45
iShares Russell 3000 Index (IWV) 0.14 19791 +3% 148.35
Alexandria Real Estate Equities (ARE) 0.13 20054 137.08
Vanguard Intl Equity Index F glb ex us etf 0.13 63896 +21% 42.91
Intel Corporation (INTC) 0.13 50560 -14% 54.11
Ishares Tr Ibonds Dec2023 etf 0.13 102892 +54% 25.65
NIKE (NKE) 0.13 31723 -45% 82.75
Wal-Mart Stores (WMT) 0.13 22608 NEW 113.63
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.12 26076 -42% 96.68
Comcast Corporation (CMCSA) 0.12 73033 +4% 34.38
Powershares Dwa Technical Leaders Portfolio dwa momentum 0.12 46486 53.95
Northrop Grumman Corporation (NOC) 0.11 7605 302.56
iShares S&P; Cal AMTFr Mncpl Bnd Fd (CMF) 0.11 37877 +17% 60.51
WisdomTree LargeCap Dividend Fund (DLN) 0.11 28051 +24% 80.92
iShares S&P; MidCap 400 Index (IJH) 0.11 15251 +42% 143.86
Health Care SPDR (XLV) 0.11 24510 +5% 88.58
Ishares 2020 Amt-free Muni Bond Etf 0.10 84532 +51% 25.38
Invesco S&p 500 Low Volatility Etf 0.10 45237 46.93
Schwab International Equity ETF (SCHF) 0.10 81293 +41% 25.84
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.10 21180 NEW 98.96
Wells Fargo & Company (WFC) 0.10 71399 +37% 28.70
Ishares Tr ibonds dec 22 0.10 75905 +57% 26.01
SPDR S&P; Dividend (SDY) 0.10 24575 -5% 79.88
Ishares Tr ibonds dec 21 0.10 76649 +60% 25.51
iShares Dow Jones U.S. Index Fund (IYY) 0.09 15287 +66% 126.19
McDonald's Corporation (MCD) 0.09 10746 +17% 165.36
iShares Russell 2000 Value Index (IWN) 0.09 21549 +15% 82.05
Intuitive Surgical (ISRG) 0.09 3508 -7% 495.15
Equinix 0.08 2737 624.41
Boeing Company (BA) 0.08 11432 +10% 149.14
Invesco Exchange Traded Fd T zacks mid cap 0.08 31496 52.96
Pimco Total Return Etf totl 0.08 14607 -24% 106.18
Gaming & Leisure Pptys 0.07 54987 27.72
Alibaba Group Holding Ltd Spon 0.07 7828 194.43
Merck & Co (MRK) 0.07 19767 +4% 76.95
Clorox Company (CLX) 0.07 8708 -39% 173.29
3M Company (MMM) 0.07 11018 -16% 136.50
IQ Hedge Multi-Strategy Tracker (QAI) 0.07 52228 +16% 28.47
Johnson Controls International Plc equity 0.07 54722 -14% 26.95
Vanguard Intermediate-Term Bond ETF (BIV) 0.07 16250 NEW 89.35
Schwab Strategic Tr us aggregate b 0.07 25860 +30% 54.25
iShares S&P; MidCap 400 Growth (IJK) 0.07 7850 -30% 178.47
Vanguard Short Term Corporate Bond ETF (VCSH) 0.07 17501 +35% 79.08
iShares Russell 1000 Index (IWB) 0.07 9430 +5% 141.57
Lockheed Martin Corporation (LMT) 0.06 3905 -4% 339.05
Adobe Systems Incorporated (ADBE) 0.06 4151 +22% 318.24
Raytheon Company (RTN) 0.06 10065 -22% 131.15
Abbott Laboratories (ABT) 0.06 16434 +22% 78.92
Cable One 0.06 779 1644.42
Ipath Dow Jones-aig Commodity 0.06 76470 -19% 16.53
SPDR DJ Wilshire Small Cap Value (SLYV) 0.06 30900 +212% 40.87
Vanguard Esg International Stock Etf etf 0.06 29800 NEW 41.14
ResMed (RMD) 0.06 8274 +66% 147.33
Colgate-Palmolive Company (CL) 0.06 18276 -2% 66.37
Financial Select Sector SPDR (XLF) 0.06 57825 +180% 20.82
Southern Company (SO) 0.06 22184 +15% 54.14
Schwab Strategic Tr us lrg cap etf 0.06 19490 61.26
Vanguard Total World Stock Idx Fd (VT) 0.06 18673 -27% 62.82
Nextera Energy Inc C om 0.06 4862 +24% 240.64
salesforce (CRM) 0.05 7732 -15% 143.95
Invesco Dynamic Software Etf dynmc software 0.05 12917 85.78
Vanguard Information Technology ETF (VGT) 0.05 5161 +41% 211.97
QUALCOMM (QCOM) 0.05 15930 -18% 67.67
SPDR S&P; MidCap 400 ETF (MDY) 0.05 4050 +252% 262.96
WisdomTree MidCap Dividend Fund (DON) 0.05 43886 +21% 24.15
iShares Cohen & Steers Realty Maj. (ICF) 0.05 11216 +49% 91.57
Walgreen Boots Alliance 0.05 22415 +95% 45.73
Schwab Emerging Markets Equity ETF (SCHE) 0.05 48958 NEW 20.69
Marathon Petroleum Corp 0.05 42658 -77% 23.63
iShares Dow Jones Select Dividend (DVY) 0.05 13470 +45% 73.57
Invesco Exchng Traded Fd Tr dwa smlcp ment 0.05 24139 +3% 40.72
International Business Machines (IBM) 0.05 8716 -7% 110.95
Eli Lilly & Co. (LLY) 0.05 6962 NEW 138.75
Invesco Dwa Emerging Markets Momentum Etf 0.05 65896 -3% 14.57
iShares S&P; NA Tec.-SW. Idx. Fund (IGV) 0.05 4542 -11% 210.26
Simpson Manufacturing (SSD) 0.05 15335 61.95
Omni (OMC) 0.05 17224 -12% 54.92
Ishares Inc msci frntr 100 0.05 44104 -67% 21.36
Oracle Corporation (ORCL) 0.05 19375 48.31
General Mills (GIS) 0.05 17619 52.78
Spdr Series Trust dj ttl mkt etf 0.05 29430 -25% 31.46
Abbvie 0.05 12126 -11% 76.20
Vanguard Short-Term Bond ETF (BSV) 0.05 11206 NEW 82.19
Dominion Resources (D) 0.05 12742 -8% 72.20
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 0.04 7424 +20% 123.52
Nuveen Barclays Shrt Term Muni bdfund 0.04 18708 +66% 48.91
Altria (MO) 0.04 23492 +48% 38.65
SPDR Barclays Capital TIPS (IPE) 0.04 31144 +48% 29.03
Ishares Tr usa min vo 0.04 16368 +5% 54.01
Invesco Dwa Technology Momentum Etf dwa technology 0.04 12946 67.59
iShares Dow Jones US Consumer Ser. (IYC) 0.04 4801 -3% 177.25
Sempra Energy (SRE) 0.04 7451 -29% 113.00
Paypal Holdings 0.04 8757 -8% 95.69
Energy Select Sector SPDR (XLE) 0.04 28622 NEW 29.07
iShares Dow Jones US Medical Dev. (IHI) 0.04 3688 -11% 225.33
Philip Morris International (PM) 0.04 11358 +4% 72.99
iShares Russell 3000 Growth Index (IWZ) 0.04 14446 57.11
Xencor 0.04 27353 29.87
Berkshire Hathaway (BRK.A) 0.04 3 +50% 272000.00
Ishares Tr etf msci usa 0.04 14162 NEW 57.48
Invesco Dynamic Networking Etf dynmc netwrng 0.04 15975 -6% 50.89
Kimberly-Clark Corporation (KMB) 0.04 6277 +29% 127.93
Invesco Aerospace & Defense Etf 0.04 16089 -2% 49.85
Duke Energy 0.04 9906 80.86
Sprott Physical Gold Trust (PHYS) 0.04 60812 +12% 13.12
MasterCard Incorporated (MA) 0.04 3271 +7% 241.52
Spdr Series Trust aerospace def 0.04 10388 NEW 76.05
NVIDIA Corporation (NVDA) 0.04 2959 +28% 263.60
SPDR Gold Trust (GLD) 0.04 5218 +3% 148.14
Hormel Foods Corporation (HRL) 0.04 16313 46.65
Industrial SPDR (XLI) 0.04 12833 +51% 58.99
Ishares Tr msci usa small 0.04 37849 +121% 19.95
FirstEnergy (FE) 0.04 18791 -4% 40.07
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.04 23638 +43% 31.86
Invesco Exchange Traded Fd T wilderhil clan 0.04 27960 -2% 26.82
Invesco Water Resource Port (p 0.04 23763 31.31
iShares S&P; Growth Allocation Fund (AOR) 0.04 17467 NEW 41.39
U.S. Ban (USB) 0.04 20958 +7% 34.45
Ishares Inc core msci emkt 0.04 17685 40.49
Bristol Myers Squibb (BMY) 0.03 12754 -20% 55.75
Schwab U S Small Cap ETF (SCHA) 0.03 13484 +231% 51.54
Vanguard High Dividend Yield ETF (VYM) 0.03 9813 +25% 70.72
Automatic Data Processing (ADP) 0.03 4997 -14% 136.68
Invesco Exchange Traded Fd T dwa utils mumt 0.03 23024 -5% 28.84
Vanguard Admiral Fds Inc equity 0.03 7808 -13% 84.40
Altair Engr Inc 0.03 24820 NEW 26.48
iShares Russell 3000 Value Index (IWW) 0.03 14237 -17% 46.15
Novartis AG (NVS) 0.03 7949 +2% 82.40
Docusign Inc 0.03 7013 -10% 92.40
Nushares Etf Tr Esg mid value 0.03 31756 +231% 20.19
iShares Russell Midcap Index Fund (IWR) 0.03 14663 -11% 43.17
Netflix (NFLX) 0.03 1681 +32% 375.37
Vanguard Admiral Fds Inc cmn 0.03 7248 -33% 86.51
UnitedHealth (UNH) 0.03 2495 +162% 249.30
Mondelez Int 0.03 12199 -13% 50.09
iShares S&P; NA Tec. Semi. Idx. Fd. (SOXX) 0.03 2925 -26% 205.13
Enbridge Inc 0.03 20186 -24% 29.08
Vanguard Mid-Cap ETF (VO) 0.03 4442 +24% 131.70
SPDR KBW Regional Banking (KRE) 0.03 17751 -7% 32.62
BLACKROCK MUN TARGET TERM TR SHARES Of Ben 0.03 25400 -3% 22.68
Lamar Advertising Co-a 0.03 10997 +3% 51.29
Tesla Motors (TSLA) 0.03 1074 -57% 524.21
Marathon Oil Corporation (MRO) 0.03 167164 -79% 3.29
L3harris Technologies Inc Com stock 0.03 3052 -10% 180.21
Zoetis Inc Cl A 0.03 4646 +2% 117.74
Genuine Parts Company (GPC) 0.03 8102 +5% 67.27
Vanguard Star Fd Intl Stk Idxf 0.03 12976 NEW 41.92
Consolidated Edison (ED) 0.03 6891 NEW 77.93
iShares Morningstar Large Growth (JKE) 0.03 2877 185.61
PPL Corporation (PPL) 0.03 21521 -4% 24.67
Texas Instruments Incorporated (TXN) 0.03 5253 +52% 99.94
Marriott International (MAR) 0.03 6837 +339% 74.74
iShares S&P; SmallCap 600 Value Idx (IJS) 0.02 5085 +32% 99.90
Cigna Corp New 0.02 2867 177.19
GlaxoSmithKline (GSK) 0.02 13334 37.87
Ishares U S Etf Tr Short Matur sht mat bd etf 0.02 10380 -4% 48.46
iShares Dow Jones US Aerospace & Def.ETF (ITA) 0.02 3484 -13% 143.80
Digital Realty Trust (DLR) 0.02 3602 -27% 138.81
Welltower Inc Com reit 0.02 10822 45.74
Baxter International (BAX) 0.02 6098 +4% 81.17
Ball Corporation (BLL) 0.02 7639 +16% 64.67
iShares Lehman MBS Bond Fund (MBB) 0.02 4418 110.46
Yum! Brands (YUM) 0.02 7104 +67% 68.55
Ishares Tr ibnd dec25 etf 0.02 19306 +12% 24.97
iShrs S&P; ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.02 4496 106.32
iShares iBoxx $ High Yid Corp Bond (HYG) 0.02 5890 NEW 77.08
Essex Property Trust (ESS) 0.02 2058 -2% 220.12
Teradyne (TER) 0.02 8340 +3% 54.20
Blackstone Group Inc Com Cl A stock 0.02 9619 -25% 45.53
SPDR Dow Jones Global Real Estate (RWO) 0.02 11971 36.00
Select Sector Spdr Tr Communic etfeqty 0.02 9691 NEW 44.27
Compass Minerals International (CMP) 0.02 11018 38.48
SPDR Wells Fargo Prfd Stk ETF (PSK) 0.02 10759 +14% 39.22
Fresenius Medical Care AG & Co. (FMS) 0.02 12802 NEW 32.81
iShares S&P; 1500 Index Fund (ISI) 0.02 7333 +65% 57.28
WisdomTree SmallCap Dividend Fund (DES) 0.02 23284 +32% 18.04
Gilead Sciences (GILD) 0.02 5543 +43% 74.69
Metropcs Communications 0.02 4843 +2% 83.83
Realty Income (O) 0.02 8112 49.80
Danaher Corporation (DHR) 0.02 2910 +53% 138.49
ConAgra Foods (CAG) 0.02 13515 29.37
General Electric Company (GE) 0.02 48989 -8% 7.94
Micron Technology (MU) 0.02 9187 42.02
Invesco S&p 500 Equal Wt Hlth Care Etf exchange traded fund 0.02 2041 NEW 189.12
Vanguard Mun Bd Fd Inc tax-exempt bd 0.02 7290 +28% 52.95
Schwab U S Broad Market ETF (SCHB) 0.02 6354 NEW 60.43
iShares S&P; Global 100 Index (IOO) 0.02 8568 +87% 44.70
iShares Barclays Inter Crd Bd Fund ETF) (CIU) 0.02 6966 +19% 54.98
Brown-Forman Corporation (BF.B) 0.02 6890 -2% 55.44
Crown Castle Intl 0.02 2618 -45% 144.38
Ishares Tr core strm usbd 0.02 7417 50.56
iShares Gold Trust (IAU) 0.02 24825 +42% 15.07
First Trust NASDAQ-100 Tech Sector InETF (QTEC) 0.02 4420 -25% 84.62
Spdr Bloomberg Barclays High Yield Bond Etf etf 0.02 3926 NEW 94.75
Sherwin-Williams Company (SHW) 0.02 803 -10% 459.53
Brookfield Infrastructure Part 0.02 10137 -16% 36.01
iShares Dow Jones US Technology (IYW) 0.02 1760 -82% 204.55
Eaton 0.02 4591 -20% 77.76
Vanguard Admiral Fds Inc smlcp 600 grth 0.02 2978 -39% 118.54
Vanguard Malvern Fds strm infproidx 0.02 7201 NEW 48.74
Air Products & Chemicals (APD) 0.02 1738 NEW 199.65
Citigroup Inc 0.02 8242 +72% 42.10
Ventas (VTR) 0.02 12921 -4% 26.78
SPDR S&P; Emerging Markets (GMM) 0.02 12054 -70% 28.46
AMETEK (AME) 0.02 4707 NEW 72.02
Xcel Energy (XEL) 0.02 5627 NEW 60.25
Ecolab (ECL) 0.02 2130 NEW 155.87
SPDR DJ Wilshire Mid Cap Growth (MDYG) 0.02 7722 -35% 42.86
General Motors Company (GM) 0.02 15635 20.79
Caterpillar (CAT) 0.02 2780 -75% 116.19
Becton, Dickinson and (BDX) 0.02 1334 +24% 230.13
Primerica (PRI) 0.01 3342 +2% 88.57
ISHARES TR MSCI Small Cap msci small cap 0.01 6604 +2% 44.82
Edison International (EIX) 0.01 5343 -7% 54.84
Hanesbrands (HBI) 0.01 36922 -2% 7.88
Cummins (CMI) 0.01 2154 -30% 135.10
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.01 2395 NEW 121.50
FactSet Research Systems (FDS) 0.01 1110 260.36
Utilities SPDR (XLU) 0.01 5069 NEW 55.44
Rockwell Automation (ROK) 0.01 1859 150.62
Fidelity National Information Services (FIS) 0.01 2285 -4% 121.66
Vanguard Large-Cap ETF (VV) 0.01 2340 +42% 118.38
Sba Communications Corp Com stock 0.01 1027 -6% 269.72
Medtronic 0.01 3077 +13% 90.02
iShares Dow Jones US Real Estate (IYR) 0.01 3902 -4% 69.45
Kinder Morgan Inc. 0.01 18922 -39% 13.90
VirnetX Holding Corporation (VHC) 0.01 47834 5.48
Trimble Navigation (TRMB) 0.01 8127 31.87
iShares S&P; Global Healthcare Sect. (IXJ) 0.01 4208 -15% 60.84
Phillips 66 0.01 4693 -55% 53.70
ANSYS (ANSS) 0.01 1077 +2% 232.13
Invesco Bulletshares 2020 Corp 0.01 11749 -11% 21.02
Intuit (INTU) 0.01 1072 -10% 230.41
Invesco Bulletshares 2021 Corp 0.01 11701 -10% 20.94
Asml Holding N.v. 0.01 914 -2% 261.49
Vanguard Admiral Fds Inc cmn 0.01 2125 -39% 110.59
iShares S&P; Global Technology Sect. (IXN) 0.01 1283 -26% 182.38
Vanguard Whitehall Fds Inc intl dvd etf 0.01 4010 58.35
Leggett & Platt (LEG) 0.01 8697 26.68
Advanced Micro Devices (AMD) 0.01 5099 45.50
Fiserv (FISV) 0.01 2425 +14% 94.85
Lowe's Companies (LOW) 0.01 2665 -18% 85.93
Graham Hldgs 0.01 661 -6% 341.91
Cdw 0.01 2354 +5% 93.46
iShares Russell Microcap Index (IWC) 0.01 3271 -12% 66.95
Western Alliance Bancorporation (WAL) 0.01 7057 -10% 30.61
Lamb Weston Hldgs 0.01 3755 -4% 56.99
Sch Us Mid-cap Etf etf 0.01 4950 -33% 42.22
AstraZeneca (AZN) 0.01 4626 -14% 44.75
Lam Research Corporation (LRCX) 0.01 862 -12% 240.14
Lululemon Athletica Inc 0.01 1081 NEW 189.64
Ishares Core Msci Eafe Etf core msci eafe 0.01 4096 NEW 49.80
Charles Schwab Corporation (SCHW) 0.01 6051 -47% 33.55
Ishares Tr eafe min volat 0.01 3267 NEW 62.14
Vaneck Vectors Gold Miners mutual 0.01 8830 +14% 22.99
Halozyme Therapeutics (HALO) 0.01 10000 18.00
Sirius Xm Holdings 0.01 26380 -5% 4.93
Jp Morgan Alerian Mlp Index 0.01 12468 NEW 9.06
Ford Motor Company (F) 0.00 18688 +28% 4.82
Freeport-McMoRan Copper & Gold (FCX) 0.00 10141 NEW 6.71
Vareit, Inc reits 0.00 13056 +11% 4.90
Barclays (BCS) 0.00 14192 -8% 4.51
Rts/bristol-myers Squibb Compa 0.00 15829 NEW 3.79
Banco Bilbao Vizcaya Argentaria SA (BBVA) 0.00 11130 NEW 3.05
Cbdmd Inc Com stock 0.00 35000 0.94
Globalstar (GSAT) 0.00 40550 0.30
Download CSV Download EP Wealth Advisors, LLC holdings as csv

Past Filings by EP Wealth Advisors

View past SEC 13F filings by EP Wealth Advisors

View all filings