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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, SPY, and represent 25.70% of EP Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: BIV (+$39M), CMCSA (+$32M), XLY (+$19M), ROK (+$18M), UNH (+$17M), MOAT (+$17M), VIGI (+$15M), RSPT (+$15M), IJH (+$14M), IGSB (+$12M).
Started 65 new stock positions in FBTC, GNR, ZBH, JWN, IYE, FFLC, DNLI, SCHO, HACK, CPAY.
Reduced shares in these 10 stocks: VLO (-$25M), AGG (-$24M), BMY (-$22M), BLK (-$18M), DIS (-$17M), SCHD (-$13M), SO (-$12M), SRE (-$12M), MUB (-$10M), VCSH.
Sold out of its positions in BCI, LNT, AVDE, AVUS, ANET, BSY, Canoo Inc Com Cl A, Chimera Investment Corp etf, Cooper Companies, DTE.
EP Wealth Advisors was a net buyer of stock by $184M.
EP Wealth Advisors has $8.6B in assets under management (AUM), dropping by 9.11%.
Central Index Key (CIK): 0001540569

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Portfolio Holdings for EP Wealth Advisors

EP Wealth Advisors holds 833 positions in its portfolio as reported in the March 2024 quarterly 13F filing

EP Wealth Advisors has 833 total positions. Only the first 250 positions are shown.

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	11.7	$1.0B		2.9M	344.20	View chart
Vanguard Index Fds Value Etf (VTV)	4.9	$416M		2.6M	162.86	View chart
Apple (AAPL)	3.7	$314M	+2%	1.8M	171.48	View chart
Microsoft Corporation (MSFT)	3.1	$267M		634k	420.72	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.3	$200M	+4%	382k	523.07	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.2	$191M	+8%	2.3M	81.53	View chart
Amazon (AMZN)	2.2	$186M	+4%	1.0M	180.38	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.8	$156M	+8%	3.0M	51.28	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.8	$152M	-13%	1.6M	97.94	View chart
JPMorgan Chase & Co. (JPM)	1.5	$128M		641k	200.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$128M		846k	150.93	View chart
Broadcom (AVGO)	1.5	$125M		94k	1325.41	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$122M	+9%	2.9M	41.77	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.4	$121M	+48%	1.6M	75.40	View chart
Costco Wholesale Corporation (COST)	1.3	$111M		152k	732.63	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.3	$109M		461k	235.79	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.3	$108M		4.8M	22.77	View chart
Ishares Tr National Mun Etf (MUB)	1.2	$102M	-9%	951k	107.60	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.2	$102M		651k	155.91	View chart
Select Sector Spdr Tr Technology (XLK)	1.1	$98M		469k	208.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$90M		214k	420.52	View chart
Exxon Mobil Corporation (XOM)	1.0	$87M	+2%	745k	116.24	View chart
Meta Platforms Cl A (META)	1.0	$85M		176k	485.58	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.9	$80M	+3%	2.7M	30.10	View chart
Nextera Energy (NEE)	0.9	$77M		1.2M	63.91	View chart
Johnson & Johnson (JNJ)	0.9	$75M	+2%	471k	158.19	View chart
Hca Holdings (HCA)	0.9	$74M	+2%	222k	333.53	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.8	$73M		1.3M	57.54	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.8	$72M	+4%	1.3M	54.43	View chart
NVIDIA Corporation (NVDA)	0.8	$71M		79k	903.57	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.8	$69M	+17%	2.3M	29.99	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.8	$68M	+5%	259k	260.72	View chart
Honeywell International (HON)	0.8	$66M	+5%	323k	205.25	View chart
Stryker Corporation (SYK)	0.8	$66M	+2%	185k	357.87	View chart
Visa Com Cl A (V)	0.7	$59M		212k	279.08	View chart
Cisco Systems (CSCO)	0.7	$58M	+3%	1.2M	49.91	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.7	$58M	+4%	1.6M	36.75	View chart
American Tower Reit (AMT)	0.7	$57M	+5%	291k	197.59	View chart
Starbucks Corporation (SBUX)	0.7	$57M	+5%	628k	91.39	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$57M	-2%	316k	179.11	View chart
Pepsi (PEP)	0.7	$56M	+4%	319k	175.01	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.6	$55M	+3%	374k	147.73	View chart
Allstate Corporation (ALL)	0.6	$54M		310k	173.01	View chart
Keysight Technologies (KEYS)	0.6	$53M	+3%	340k	156.38	View chart
Walt Disney Company (DIS)	0.6	$53M	-24%	435k	122.36	View chart
Raytheon Technologies Corp (RTX)	0.6	$52M	+4%	528k	97.53	View chart
BlackRock (BLK)	0.6	$49M	-27%	58k	833.70	View chart
Union Pacific Corporation (UNP)	0.6	$49M	+3%	198k	245.93	View chart
CVS Caremark Corporation (CVS)	0.6	$49M	+3%	609k	79.76	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.5	$45M	+4%	485k	92.89	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.5	$44M	+7%	949k	46.53	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.5	$44M		475k	91.80	View chart
S&p Global (SPGI)	0.5	$43M	+2%	102k	425.45	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$42M		79k	525.73	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$41M	+16%	159k	259.90	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$40M	-2%	89k	444.01	View chart
UnitedHealth (UNH)	0.5	$39M	+79%	80k	494.70	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.5	$39M	+5%	514k	76.36	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.4	$37M	+102%	201k	183.89	View chart
Zoetis Cl A (ZTS)	0.4	$36M	+4%	215k	169.21	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$35M	-2%	702k	50.17	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$35M		695k	50.60	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$35M		104k	337.05	View chart
Comcast Corp Cl A (CMCSA)	0.4	$34M	+1475%	789k	43.35	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$32M		992k	31.95	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$31M	+115%	343k	89.90	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.4	$31M	+7%	482k	63.85	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.4	$30M	+2%	1.3M	23.83	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$30M		197k	152.26	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$30M	-2%	374k	79.91	View chart
Global Payments (GPN)	0.3	$30M	+3%	223k	133.66	View chart
Valero Energy Corporation (VLO)	0.3	$30M	-45%	174k	170.69	View chart
Tidal Etf Tr Leatherback Lng (LBAY)	0.3	$29M		1.1M	27.05	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$26M	+2%	55k	480.70	View chart
Southern Company (SO)	0.3	$26M	-32%	361k	71.74	View chart
Home Depot (HD)	0.3	$26M	+4%	67k	383.60	View chart
Sempra Energy (SRE)	0.3	$26M	-31%	355k	71.83	View chart
Eli Lilly & Co. (LLY)	0.3	$24M	-11%	31k	777.97	View chart
Merck & Co (MRK)	0.3	$24M	+3%	182k	131.95	View chart
Nike CL B (NKE)	0.3	$24M	-10%	252k	93.98	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$23M	+13%	127k	182.61	View chart
Rockwell Automation (ROK)	0.3	$22M	+378%	77k	291.33	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$22M	-3%	98k	228.59	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.2	$19M	-4%	761k	24.87	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.2	$19M	+4%	400k	46.55	View chart
General Motors Company (GM)	0.2	$18M	-10%	402k	45.35	View chart
SkyWest (SKYW)	0.2	$18M		257k	69.08	View chart
Lowe's Companies (LOW)	0.2	$17M	+6%	68k	254.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$17M	+405%	280k	60.74	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$17M	+867%	472k	35.19	View chart
Bank of America Corporation (BAC)	0.2	$16M	+4%	431k	37.92	View chart
Chevron Corporation (CVX)	0.2	$16M	+3%	103k	157.74	View chart
Abbvie (ABBV)	0.2	$16M	+4%	89k	182.10	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$16M		28k	556.39	View chart
McDonald's Corporation (MCD)	0.2	$16M		55k	281.95	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$14M	+23%	123k	110.52	View chart
Procter & Gamble Company (PG)	0.2	$13M	+2%	81k	162.25	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.2	$13M	+4%	258k	50.39	View chart
Qualcomm (QCOM)	0.2	$13M	+6%	76k	169.30	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$13M	-2%	203k	62.34	View chart
Tesla Motors (TSLA)	0.1	$13M	+14%	71k	175.79	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$12M		130k	93.71	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$12M	-2%	151k	79.86	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$11M	-2%	258k	40.90	View chart
McKesson Corporation (MCK)	0.1	$11M		20k	536.85	View chart
Applied Materials (AMAT)	0.1	$10M	+4%	50k	206.23	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$10M	-2%	58k	175.27	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$10M	-3%	88k	114.14	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$10M	-18%	238k	42.12	View chart
Nextera Energy Partners Com Unit Part In (NEP)	0.1	$9.9M		330k	30.08	View chart
Cintas Corporation (CTAS)	0.1	$9.9M		14k	687.03	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$9.4M		371k	25.44	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$9.4M		27k	346.61	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$9.3M	-8%	114k	81.66	View chart
Pfizer (PFE)	0.1	$9.3M		336k	27.75	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$9.3M	-3%	110k	84.44	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$9.3M	-2%	158k	58.59	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$9.0M	+5%	43k	210.30	View chart
Northrop Grumman Corporation (NOC)	0.1	$9.0M	+2%	19k	478.67	View chart
Wal-Mart Stores (WMT)	0.1	$8.9M	+209%	148k	60.17	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$8.5M	-2%	90k	94.41	View chart
Advanced Micro Devices (AMD)	0.1	$8.3M	+8%	46k	180.49	View chart
Thermo Fisher Scientific (TMO)	0.1	$8.2M	+2%	14k	581.23	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$8.2M	-4%	40k	205.72	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$8.0M	-11%	326k	24.48	View chart
salesforce (CRM)	0.1	$8.0M	+20%	27k	301.18	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$7.9M	+54%	32k	249.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$7.6M	+3%	63k	120.99	View chart
Mastercard Incorporated Cl A (MA)	0.1	$7.6M	-2%	16k	481.56	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$7.6M		40k	186.81	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$7.5M	-3%	47k	158.81	View chart
TransDigm Group Incorporated (TDG)	0.1	$7.5M		6.1k	1231.66	View chart
Wells Fargo & Company (WFC)	0.1	$7.4M	-7%	128k	57.96	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$7.3M	-10%	18k	397.77	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$7.3M	+24%	43k	169.37	View chart
W.W. Grainger (GWW)	0.1	$7.2M	+5%	7.0k	1017.31	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$7.1M	+53%	14k	524.33	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.1	$7.1M		283k	25.05	View chart
Boeing Company (BA)	0.1	$7.0M		37k	192.99	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$7.0M	-7%	76k	92.72	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$6.9M	+616%	22k	317.73	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$6.9M		36k	191.88	View chart
Vanguard World Health Car Etf (VHT)	0.1	$6.9M	+7%	26k	270.52	View chart
TJX Companies (TJX)	0.1	$6.8M	+20%	67k	101.42	View chart
Amgen (AMGN)	0.1	$6.8M	+10%	24k	284.32	View chart
Netflix (NFLX)	0.1	$6.7M	+23%	11k	607.32	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$6.5M	-2%	24k	270.80	View chart
Oracle Corporation (ORCL)	0.1	$6.5M	+2%	52k	125.61	View chart
Ishares Tr Ibonds 24 Trm Hg (IBHD)	0.1	$6.4M	-6%	272k	23.32	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.1	$6.3M	-29%	64k	99.42	View chart
Novo-nordisk A S Adr (NVO)	0.1	$6.1M	+4%	48k	128.40	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.1	$6.0M	+40%	256k	23.38	View chart
Eaton Corp SHS (ETN)	0.1	$5.9M	+4%	19k	312.69	View chart
Coca-Cola Company (KO)	0.1	$5.9M	+3%	96k	61.18	View chart
Intuitive Surgical Com New (ISRG)	0.1	$5.9M		15k	399.10	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$5.8M		26k	224.99	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$5.8M		69k	83.58	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$5.7M		142k	40.27	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$5.7M		54k	104.73	View chart
Danaher Corporation (DHR)	0.1	$5.6M	+11%	23k	249.72	View chart
Vanguard Wellington Us Value Factr (VFVA)	0.1	$5.5M		46k	119.34	View chart
Intel Corporation (INTC)	0.1	$5.5M	+16%	123k	44.17	View chart
Indexiq Etf Tr Hedge Mlti Etf (QAI)	0.1	$5.4M	+336%	175k	30.89	View chart
International Business Machines (IBM)	0.1	$5.4M	+7%	28k	190.96	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$5.4M		87k	62.06	View chart
Lockheed Martin Corporation (LMT)	0.1	$5.3M		12k	454.89	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$5.2M	-6%	89k	58.06	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$5.1M	+6%	18k	288.02	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$5.1M	-3%	131k	39.02	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$5.0M	-2%	55k	91.25	View chart
American Express Company (AXP)	0.1	$5.0M		22k	227.69	View chart
Kla Corp Com New (KLAC)	0.1	$5.0M		7.1k	698.61	View chart
Enterprise Products Partners (EPD)	0.1	$5.0M	+28%	170k	29.18	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$4.8M		193k	24.81	View chart
Verizon Communications (VZ)	0.1	$4.7M	+6%	112k	41.96	View chart
Abbott Laboratories (ABT)	0.1	$4.6M	+3%	41k	113.66	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$4.5M		15k	300.08	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$4.5M	-12%	61k	74.22	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$4.5M	-6%	34k	131.24	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$4.5M	-3%	36k	125.96	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$4.4M	-75%	54k	80.63	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$4.4M	-15%	60k	72.63	View chart
Direxion Shs Etf Tr Dly Tech Bull 3x (TECL)	0.1	$4.3M	+11%	54k	80.14	View chart
Adobe Systems Incorporated (ADBE)	0.1	$4.3M		8.6k	504.59	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$4.3M	-2%	35k	125.33	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.0	$4.3M	-6%	130k	32.69	View chart
Becton, Dickinson and (BDX)	0.0	$4.2M		17k	247.45	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$4.2M	-17%	143k	29.77	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$4.2M	-3%	90k	47.06	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$4.2M	-18%	82k	50.74	View chart
Lam Research Corporation (LRCX)	0.0	$4.0M	+28%	4.1k	971.46	View chart
Paychex (PAYX)	0.0	$4.0M		32k	122.80	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$3.9M	-2%	95k	41.08	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$3.9M		38k	102.76	View chart
Colgate-Palmolive Company (CL)	0.0	$3.9M	+4%	43k	90.05	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$3.9M	+5%	155k	24.91	View chart
Automatic Data Processing (ADP)	0.0	$3.9M	+6%	16k	249.73	View chart
Caterpillar (CAT)	0.0	$3.8M	+17%	11k	366.42	View chart
Intuit (INTU)	0.0	$3.8M	+10%	5.9k	650.05	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.0	$3.8M		38k	98.78	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$3.8M		52k	72.19	View chart
Steel Dynamics (STLD)	0.0	$3.7M		25k	148.23	View chart
General Dynamics Corporation (GD)	0.0	$3.7M	-21%	13k	282.48	View chart
Dover Corporation (DOV)	0.0	$3.7M		21k	177.19	View chart
Texas Instruments Incorporated (TXN)	0.0	$3.6M		21k	174.21	View chart
ConocoPhillips (COP)	0.0	$3.6M	+19%	29k	127.28	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$3.6M		63k	57.96	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$3.6M	-6%	70k	51.60	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$3.6M		93k	38.86	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.0	$3.5M	-11%	69k	50.45	View chart
Gilead Sciences (GILD)	0.0	$3.4M		47k	73.25	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$3.4M	-2%	37k	90.44	View chart
General Electric Com New (GE)	0.0	$3.4M	+11%	19k	175.53	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$3.3M	-58%	43k	77.31	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$3.3M	-10%	50k	65.65	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$3.3M	-2%	30k	110.13	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$3.1M		29k	108.31	View chart
Golub Capital BDC (GBDC)	0.0	$3.1M		185k	16.63	View chart
Marathon Petroleum Corp (MPC)	0.0	$3.1M		15k	201.51	View chart
United Parcel Service CL B (UPS)	0.0	$3.1M	+19%	21k	148.63	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$3.1M		40k	75.98	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$3.0M	+4%	127k	23.85	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$3.0M		13k	239.77	View chart
United Bankshares (UBSI)	0.0	$3.0M		84k	35.79	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$3.0M	+13%	28k	107.41	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$2.9M		150k	19.29	View chart
Booking Holdings (BKNG)	0.0	$2.9M	+2%	793.00	3627.88	View chart
Us Bancorp Del Com New (USB)	0.0	$2.8M	+6%	64k	44.70	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$2.8M		21k	131.37	View chart
Sofi Technologies (SOFI)	0.0	$2.8M		377k	7.30	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.0	$2.7M	+32%	20k	132.98	View chart
Bristol Myers Squibb (BMY)	0.0	$2.6M	-89%	47k	54.23	View chart
Simpson Manufacturing (SSD)	0.0	$2.6M		13k	205.17	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$2.5M		4.00	634440.00	View chart
Uber Technologies (UBER)	0.0	$2.5M	+60%	33k	76.99	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	0.0	$2.4M	+41%	72k	34.11	View chart
Duke Energy Corp Com New (DUK)	0.0	$2.4M	+12%	25k	96.71	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$2.4M	-9%	48k	49.24	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$2.3M	-9%	90k	25.25	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$2.3M	-6%	31k	73.15	View chart
First American Financial (FAF)	0.0	$2.2M		37k	61.05	View chart
Genuine Parts Company (GPC)	0.0	$2.2M	-21%	14k	154.93	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$2.2M	-2%	17k	131.93	View chart
Viatris (VTRS)	0.0	$2.2M	-5%	184k	11.94	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$2.2M	-15%	24k	91.86	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.0	$2.2M	-11%	37k	59.40	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$2.2M	+212%	9.6k	225.92	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$2.2M	-18%	21k	101.41	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$2.2M	-3%	33k	65.87	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$2.2M	+5%	36k	60.30	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 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
EP Wealth Advisors 2020 Q3 filed Nov. 17, 2020

View all past filings

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