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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, VIGI, and represent 26.03% of EP Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$159M), DFAI (+$73M), EFV (+$57M), BIV (+$44M), EFG (+$40M), MCD (+$38M), DFAE (+$31M), IEMG (+$27M), VUG (+$27M), VIGI (+$26M).
Started 64 new stock positions in MRO, MELI, OMFL, MAPS, RCL, LQDH, SCHP, LPLA, ES, TAK.
Reduced shares in these 10 stocks: BRK.B (-$90M), XLV (-$46M), SBUX (-$43M), CVS (-$28M), COST (-$19M), GM (-$16M), XLY (-$6.3M), VCR (-$5.9M), MUB, DFSV.
Sold out of its positions in AVLV, AMLI, BJ, BRK.B, CABO, CP, CPAY, CYBN, HYLB, DNLI.
EP Wealth Advisors was a net buyer of stock by $738M.
EP Wealth Advisors has $9.4B in assets under management (AUM), dropping by 10.03%.
Central Index Key (CIK): 0001540569

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Portfolio Holdings for EP Wealth Advisors

EP Wealth Advisors holds 859 positions in its portfolio as reported in the June 2024 quarterly 13F filing

EP Wealth Advisors has 859 total positions. Only the first 250 positions are shown.

Sign up to view all of the EP Wealth Advisors June 30, 2024 positions
Download the EP Wealth Advisors June 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	11.8	$1.1B	+2%	3.0M	374.01	View chart
Vanguard Index Fds Value Etf (VTV)	4.4	$416M		2.6M	160.41	View chart
Apple (AAPL)	4.3	$406M	+5%	1.9M	210.62	View chart
Microsoft Corporation (MSFT)	3.1	$296M	+4%	663k	446.95	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.3	$217M	+13%	2.7M	81.28	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.2	$207M		380k	544.22	View chart
Amazon (AMZN)	2.1	$200M		1.0M	193.25	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.9	$176M	+12%	3.4M	51.24	View chart
NVIDIA Corporation (NVDA)	1.8	$169M	+1635%	1.4M	123.54	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.7	$164M	+36%	2.2M	74.89	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.7	$158M	+2%	869k	182.15	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.7	$158M	+4%	1.6M	97.07	View chart
Broadcom (AVGO)	1.6	$152M		95k	1605.54	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.5	$145M	+14%	3.3M	43.76	View chart
JPMorgan Chase & Co. (JPM)	1.4	$131M		650k	202.26	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.3	$119M	+12%	519k	229.56	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.2	$113M	+5%	5.0M	22.57	View chart
Costco Wholesale Corporation (COST)	1.2	$110M	-14%	130k	849.99	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.2	$110M	+12%	731k	150.43	View chart
Select Sector Spdr Tr Technology (XLK)	1.2	$109M	+3%	484k	226.23	View chart
Ishares Tr National Mun Etf (MUB)	1.0	$97M	-4%	908k	106.55	View chart
Exxon Mobil Corporation (XOM)	1.0	$90M	+4%	779k	115.12	View chart
Meta Platforms Cl A (META)	1.0	$90M		178k	504.22	View chart
Nextera Energy (NEE)	0.9	$82M	-4%	1.2M	70.81	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.9	$81M	+18%	1.6M	51.87	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.8	$77M	+16%	2.7M	28.91	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.8	$74M	+14%	296k	250.13	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.8	$73M	+19022%	2.5M	29.67	View chart
Johnson & Johnson (JNJ)	0.8	$73M	+6%	500k	146.16	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.8	$72M		1.3M	56.88	View chart
Hca Holdings (HCA)	0.8	$72M		225k	321.28	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.8	$72M	-5%	2.5M	28.78	View chart
Honeywell International (HON)	0.8	$72M	+4%	337k	213.54	View chart
Stryker Corporation (SYK)	0.7	$64M	+2%	189k	340.25	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$63M	+65%	172k	364.51	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.7	$62M	+10%	1.7M	35.94	View chart
American Tower Reit (AMT)	0.7	$61M	+8%	315k	194.38	View chart
Visa Com Cl A (V)	0.6	$60M	+8%	229k	262.47	View chart
Cisco Systems (CSCO)	0.6	$60M	+8%	1.3M	47.51	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.6	$60M	+39%	678k	88.31	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$59M	+3990%	1.1M	53.04	View chart
Raytheon Technologies Corp (RTX)	0.6	$55M	+3%	547k	100.39	View chart
Pepsi (PEP)	0.6	$55M	+4%	332k	164.93	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$54M		312k	174.47	View chart
McDonald's Corporation (MCD)	0.5	$52M	+266%	202k	254.84	View chart
Allstate Corporation (ALL)	0.5	$51M	+2%	317k	159.66	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.5	$50M	+14%	1.1M	46.39	View chart
Keysight Technologies (KEYS)	0.5	$49M	+4%	356k	136.75	View chart
BlackRock (BLK)	0.5	$47M	+2%	60k	787.33	View chart
S&p Global (SPGI)	0.5	$47M	+3%	106k	446.00	View chart
Union Pacific Corporation (UNP)	0.5	$46M	+3%	204k	226.26	View chart
Walt Disney Company (DIS)	0.5	$45M	+4%	455k	99.29	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$45M	+5%	168k	267.51	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$44M	+3%	92k	479.11	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$44M		80k	547.23	View chart
UnitedHealth (UNH)	0.5	$43M	+5%	84k	509.26	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$42M	+2164%	411k	102.30	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.4	$41M	+4%	539k	76.58	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.4	$41M	-6%	447k	91.78	View chart
Zoetis Cl A (ZTS)	0.4	$40M	+7%	231k	173.36	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.4	$39M	+32%	498k	78.78	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$38M	+6%	209k	183.42	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$36M	+4%	726k	50.11	View chart
Comcast Corp Cl A (CMCSA)	0.4	$34M	+9%	862k	39.16	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.4	$34M	+10%	533k	62.91	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$34M	-3%	678k	49.42	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$32M		994k	32.24	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$31M	+8838%	1.2M	25.87	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.3	$31M	+3%	1.3M	23.68	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$31M	+720%	573k	53.53	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$30M	-17%	166k	182.40	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$29M		339k	86.61	View chart
Eli Lilly & Co. (LLY)	0.3	$28M		31k	905.39	View chart
Tidal Etf Tr Leatherback Lng (LBAY)	0.3	$28M		1.1M	25.78	View chart
Southern Company (SO)	0.3	$27M	-2%	353k	77.57	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$27M		54k	500.13	View chart
Valero Energy Corporation (VLO)	0.3	$27M		172k	156.76	View chart
Sempra Energy (SRE)	0.3	$27M		351k	76.06	View chart
Nike CL B (NKE)	0.3	$26M	+37%	347k	75.37	View chart
TJX Companies (TJX)	0.3	$24M	+229%	222k	110.10	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$24M	+3%	132k	182.55	View chart
Indexiq Etf Tr Hedge Mlti Etf (QAI)	0.3	$24M	+332%	758k	31.03	View chart
Merck & Co (MRK)	0.2	$24M	+4%	190k	123.80	View chart
Home Depot (HD)	0.2	$23M		68k	344.24	View chart
Rockwell Automation (ROK)	0.2	$23M	+8%	83k	275.28	View chart
Global Payments (GPN)	0.2	$23M	+5%	236k	96.70	View chart
SkyWest (SKYW)	0.2	$21M		258k	82.07	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$21M		96k	218.04	View chart
O'reilly Automotive (ORLY)	0.2	$21M	+1434%	20k	1056.07	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.2	$20M	+3%	415k	48.25	View chart
Xylem (XYL)	0.2	$20M	NEW	144k	135.63	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.2	$19M		760k	24.67	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$18M	+5%	499k	36.66	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.2	$18M	NEW	122k	145.47	View chart
Qualcomm (QCOM)	0.2	$18M	+16%	88k	199.18	View chart
Bank of America Corporation (BAC)	0.2	$17M		437k	39.77	View chart
Chevron Corporation (CVX)	0.2	$17M	+7%	111k	156.42	View chart
Lowe's Companies (LOW)	0.2	$17M	+10%	75k	220.46	View chart
Procter & Gamble Company (PG)	0.2	$16M	+22%	98k	164.92	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$16M	+6%	30k	535.08	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$16M	-2%	273k	58.52	View chart
Abbvie (ABBV)	0.2	$16M	+2%	91k	171.52	View chart
Applied Materials (AMAT)	0.1	$14M	+17%	59k	235.99	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.1	$13M	+2%	265k	50.28	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$13M	+3%	211k	60.08	View chart
Tesla Motors (TSLA)	0.1	$13M	-10%	64k	197.88	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$12M	+4%	158k	78.33	View chart
Oracle Corporation (ORCL)	0.1	$12M	+63%	84k	141.20	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$12M	-10%	110k	106.66	View chart
Netflix (NFLX)	0.1	$12M	+57%	17k	674.87	View chart
McKesson Corporation (MCK)	0.1	$11M		20k	584.04	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$11M	-3%	126k	89.72	View chart
Wal-Mart Stores (WMT)	0.1	$11M	+11%	164k	67.71	View chart
Wells Fargo & Company (WFC)	0.1	$11M	+40%	179k	59.39	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$10M		260k	39.27	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$10M		110k	92.54	View chart
Cintas Corporation (CTAS)	0.1	$9.9M		14k	700.28	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$9.8M		115k	85.66	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$9.7M		237k	41.11	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$9.6M	-2%	57k	168.79	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$9.4M	-3%	86k	110.35	View chart
Novo-nordisk A S Adr (NVO)	0.1	$9.4M	+37%	66k	142.74	View chart
Pfizer (PFE)	0.1	$9.4M		335k	27.98	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$9.3M		367k	25.42	View chart
Amgen (AMGN)	0.1	$9.3M	+25%	30k	312.45	View chart
Fair Isaac Corporation (FICO)	0.1	$9.2M	+265%	6.2k	1488.66	View chart
Nextera Energy Partners Com Unit Part In (NEP)	0.1	$9.1M		328k	27.64	View chart
Advanced Micro Devices (AMD)	0.1	$9.0M	+21%	56k	162.21	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$8.8M		157k	56.04	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$8.7M	+2%	41k	215.01	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$8.7M		43k	202.89	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$8.6M	+5%	95k	91.15	View chart
Thermo Fisher Scientific (TMO)	0.1	$8.3M	+5%	15k	552.99	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$8.2M	-84%	56k	145.75	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$8.2M	+13%	54k	152.30	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$8.0M		328k	24.49	View chart
CVS Caremark Corporation (CVS)	0.1	$8.0M	-77%	135k	59.06	View chart
Northrop Grumman Corporation (NOC)	0.1	$8.0M	-2%	18k	435.96	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$8.0M	+4%	79k	100.84	View chart
TransDigm Group Incorporated (TDG)	0.1	$7.8M		6.1k	1277.65	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$7.7M		13k	576.61	View chart
salesforce (CRM)	0.1	$7.7M	+13%	30k	257.10	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$7.5M	-8%	25k	303.40	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$7.3M	+3%	44k	164.28	View chart
W.W. Grainger (GWW)	0.1	$7.3M	+14%	8.0k	902.29	View chart
Mastercard Incorporated Cl A (MA)	0.1	$7.2M	+3%	16k	441.16	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$7.0M	-4%	39k	182.01	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.1	$7.0M	-2%	277k	25.13	View chart
Boeing Company (BA)	0.1	$6.9M	+3%	38k	182.01	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$6.8M	-8%	58k	118.60	View chart
Vanguard World Health Car Etf (VHT)	0.1	$6.8M		26k	266.00	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$6.7M		26k	260.70	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$6.6M	+21%	173k	38.50	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$6.6M	-8%	17k	391.13	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$6.6M	+240%	17k	383.18	View chart
Intuitive Surgical Com New (ISRG)	0.1	$6.6M		15k	444.84	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$6.4M	-3%	35k	182.52	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$6.3M	-17%	26k	242.10	View chart
Ishares Tr Ibonds 24 Trm Hg (IBHD)	0.1	$6.3M		271k	23.24	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.1	$6.3M	+5%	269k	23.27	View chart
Coca-Cola Company (KO)	0.1	$6.2M	+2%	98k	63.65	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$6.2M		24k	262.53	View chart
Eaton Corp SHS (ETN)	0.1	$6.2M	+5%	20k	313.55	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$6.2M	+11%	96k	64.25	View chart
Starbucks Corporation (SBUX)	0.1	$6.1M	-87%	78k	77.85	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$6.0M	+14%	20k	297.55	View chart
Lockheed Martin Corporation (LMT)	0.1	$6.0M	+10%	13k	467.11	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$5.9M	+4%	57k	104.55	View chart
Kla Corp Com New (KLAC)	0.1	$5.9M		7.2k	824.52	View chart
Danaher Corporation (DHR)	0.1	$5.9M	+3%	24k	249.85	View chart
Uber Technologies (UBER)	0.1	$5.7M	+142%	79k	72.68	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$5.7M		68k	83.96	View chart
Abbott Laboratories (ABT)	0.1	$5.5M	+31%	53k	103.91	View chart
International Business Machines (IBM)	0.1	$5.4M	+11%	32k	172.95	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.1	$5.4M	-14%	54k	99.37	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$5.4M	+6%	140k	38.42	View chart
Morgan Stanley Etf Trust Calvert Internat (CVIE)	0.1	$5.3M	NEW	93k	56.35	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$5.2M	+19%	72k	72.05	View chart
General Dynamics Corporation (GD)	0.1	$5.1M	+36%	18k	290.14	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$5.0M	+4%	57k	88.11	View chart
American Express Company (AXP)	0.1	$5.0M		22k	231.55	View chart
Vanguard Wellington Us Value Factr (VFVA)	0.1	$5.0M	-4%	44k	113.07	View chart
Direxion Shs Etf Tr Dly Tech Bull 3x (TECL)	0.1	$5.0M	-5%	51k	97.38	View chart
Adobe Systems Incorporated (ADBE)	0.1	$5.0M	+4%	8.9k	555.52	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$4.9M	+11%	39k	127.18	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$4.8M	-5%	84k	57.61	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$4.8M		192k	24.86	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$4.7M	+12%	61k	77.76	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$4.7M	+8%	39k	121.87	View chart
Verizon Communications (VZ)	0.0	$4.6M		113k	41.24	View chart
Automatic Data Processing (ADP)	0.0	$4.6M	+25%	19k	238.69	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$4.6M		15k	308.66	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$4.5M		62k	72.64	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$4.4M	+264%	77k	56.68	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$4.3M	+3%	85k	50.74	View chart
Enterprise Products Partners (EPD)	0.0	$4.3M	-12%	148k	28.98	View chart
Colgate-Palmolive Company (CL)	0.0	$4.3M		44k	97.04	View chart
Texas Instruments Incorporated (TXN)	0.0	$4.2M	+2%	22k	194.53	View chart
Lam Research Corporation (LRCX)	0.0	$4.1M	-6%	3.9k	1064.71	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$4.0M	-2%	34k	120.74	View chart
Paychex (PAYX)	0.0	$3.9M	+2%	33k	118.56	View chart
Becton, Dickinson and (BDX)	0.0	$3.9M	-2%	17k	233.70	View chart
Caterpillar (CAT)	0.0	$3.9M	+11%	12k	333.09	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$3.8M		155k	24.77	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$3.8M		52k	72.75	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$3.7M	+48%	22k	173.81	View chart
Dover Corporation (DOV)	0.0	$3.7M		21k	180.45	View chart
United Parcel Service CL B (UPS)	0.0	$3.7M	+30%	27k	136.85	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.0	$3.7M		38k	97.86	View chart
Intuit (INTU)	0.0	$3.7M	-5%	5.6k	657.26	View chart
ConocoPhillips (COP)	0.0	$3.6M	+10%	32k	114.38	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.0	$3.5M	-16%	109k	32.56	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$3.5M	-8%	57k	61.09	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$3.5M	+4%	45k	77.28	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$3.5M		92k	37.79	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.0	$3.5M		69k	50.47	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$3.4M	-6%	35k	97.27	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$3.4M	-17%	79k	42.59	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$3.3M		49k	68.14	View chart
Booking Holdings (BKNG)	0.0	$3.3M	+4%	832.00	3959.75	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$3.3M		29k	112.40	View chart
Gilead Sciences (GILD)	0.0	$3.3M		48k	68.61	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$3.2M	NEW	97k	33.53	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$3.2M		37k	88.13	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$3.2M	-24%	108k	29.70	View chart
Us Bancorp Del Com New (USB)	0.0	$3.2M	+27%	81k	39.70	View chart
Steel Dynamics (STLD)	0.0	$3.2M		25k	129.50	View chart
Intel Corporation (INTC)	0.0	$3.2M	-16%	103k	30.97	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$3.1M	+4%	42k	74.08	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.0	$3.1M	+13%	23k	133.28	View chart
Ge Aerospace Com New (GE)	0.0	$3.1M		19k	158.97	View chart
Air Products & Chemicals (APD)	0.0	$3.0M	+123%	12k	258.05	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$3.0M		126k	23.82	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$2.9M	-5%	12k	249.62	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$2.9M	+2%	153k	19.22	View chart
Waste Management (WM)	0.0	$2.9M	+50%	14k	213.35	View chart
Ecolab (ECL)	0.0	$2.9M	+351%	12k	238.00	View chart
Golub Capital BDC (GBDC)	0.0	$2.9M		185k	15.71	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$2.8M	-5%	28k	103.46	View chart
Chipotle Mexican Grill (CMG)	0.0	$2.8M	+6780%	44k	62.65	View chart
Marathon Petroleum Corp (MPC)	0.0	$2.7M	+2%	16k	173.48	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$2.7M	+3%	22k	123.80	View chart
United Bankshares (UBSI)	0.0	$2.7M		84k	32.44	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$2.6M	-36%	57k	46.61	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$2.6M	+22%	44k	60.30	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$2.6M	+13%	54k	47.45	View chart
General Motors Company (GM)	0.0	$2.6M	-86%	55k	46.46	View chart
Sofi Technologies (SOFI)	0.0	$2.5M		383k	6.61	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$2.5M	+5%	10k	246.64	View chart
Duke Energy Corp Com New (DUK)	0.0	$2.5M		25k	100.23	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 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
EP Wealth Advisors 2020 Q4 filed Feb. 18, 2021

View all past filings

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