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, JPM, and represent 32.19% of EP Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$70M), FDX (+$22M), Dimensional Etf Trust (+$17M), Dimensional Etf Trust (+$12M), QQQ (+$10M), VIGI (+$10M), VOT (+$7.7M), VOE (+$7.3M), MSFT (+$7.1M), VWO (+$7.1M).
- Started 66 new stock positions in BTI, BRK.A, WEC, CHD, KHC, ABB, Dimensional Etf Trust, ABC, NET, MRVL.
- Reduced shares in these 10 stocks: GD (-$21M), CL (-$19M), VGIT (-$5.2M), CMF, IEFA, VIRT, JPST, SHY, JMST, IJR.
- Sold out of its positions in AIG, ASPU, GE, MLPX, BSCL, iShares Gold Trust, IGIB, EFV, USHY, LW. LVS, FNDE, FNDA, FNDX, SCHP, SONY, TTD, VFC, VSGX, VRSK, VIRT, Marvell Technology Group.
- EP Wealth Advisors was a net buyer of stock by $213M.
- EP Wealth Advisors has $3.6B in assets under management (AUM), dropping by 14.77%.
- 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 June 2021 quarterly 13F filing
EP Wealth Advisors has 535 total positions. Only the first 250 positions are shown.
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- Download the EP Wealth Advisors June 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 14.9 | $536M | +14% | 1.9M | 286.81 | |
| Vanguard Index Fds Value Etf (VTV) | 8.2 | $298M | 2.2M | 137.46 | ||
| Apple (AAPL) | 4.2 | $150M | +2% | 1.1M | 136.96 | |
| Microsoft Corporation (MSFT) | 3.1 | $110M | +6% | 406k | 270.90 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $67M | 433k | 155.54 | ||
| Amazon (AMZN) | 1.9 | $67M | +5% | 20k | 3440.11 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $67M | +3% | 156k | 428.06 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $66M | +2% | 27k | 2441.79 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 1.5 | $55M | 331k | 165.77 | ||
| Select Sector Spdr Tr Technology (XLK) | 1.4 | $52M | +5% | 354k | 147.66 | |
| Johnson & Johnson (JNJ) | 1.4 | $52M | +4% | 313k | 164.74 | |
| BlackRock (BLK) | 1.3 | $49M | 56k | 874.96 | ||
| Facebook Cl A (FB) | 1.3 | $46M | +5% | 132k | 347.71 | |
| Costco Wholesale Corporation (COST) | 1.2 | $45M | +7% | 113k | 395.67 | |
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| Visa Com Cl A (V) | 1.2 | $44M | +7% | 189k | 233.82 | |
| Walt Disney Company (DIS) | 1.2 | $44M | +7% | 249k | 175.77 | |
| Honeywell International (HON) | 1.2 | $42M | +3% | 193k | 219.35 | |
| American Tower Reit (AMT) | 1.2 | $42M | +7% | 155k | 270.14 | |
| Broadcom (AVGO) | 1.1 | $41M | +5% | 85k | 476.85 | |
| Cisco Systems (CSCO) | 1.1 | $38M | +8% | 726k | 53.00 | |
| Keysight Technologies (KEYS) | 1.1 | $38M | +7% | 246k | 154.41 | |
| TJX Companies (TJX) | 1.0 | $35M | +9% | 520k | 67.42 | |
| Starbucks Corporation (SBUX) | 1.0 | $35M | +13% | 311k | 111.81 | |
| Stryker Corporation (SYK) | 0.9 | $33M | +5% | 127k | 259.73 | |
| Pepsi (PEP) | 0.9 | $32M | +8% | 218k | 148.17 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $30M | +7% | 473k | 63.08 | |
| CVS Caremark Corporation (CVS) | 0.8 | $30M | +3% | 355k | 83.44 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $30M | 191k | 154.79 | ||
| Allstate Corporation (ALL) | 0.8 | $29M | +4% | 222k | 130.44 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $29M | 67k | 429.92 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 0.8 | $29M | 127k | 225.28 | ||
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.8 | $28M | +14% | 430k | 65.53 | |
| Hca Holdings (HCA) | 0.8 | $28M | 135k | 206.74 | ||
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.8 | $28M | +7% | 350k | 79.03 | |
| S&p Global (SPGI) | 0.8 | $27M | +7% | 66k | 410.45 | |
| Union Pacific Corporation (UNP) | 0.7 | $26M | +7% | 119k | 219.93 | |
| Bristol Myers Squibb (BMY) | 0.7 | $26M | +8% | 386k | 66.82 | |
| Valero Energy Corporation (VLO) | 0.7 | $26M | +3% | 327k | 78.08 | |
| Zoetis Cl A (ZTS) | 0.7 | $25M | +8% | 134k | 186.36 | |
| Activision Blizzard (ATVI) | 0.7 | $25M | +8% | 257k | 95.44 | |
| General Motors Company (GM) | 0.7 | $24M | +10% | 406k | 59.17 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $23M | +45% | 418k | 54.31 | |
| FedEx Corporation (FDX) | 0.6 | $22M | +9140% | 75k | 298.33 | |
| Fmc Corp Com New (FMC) | 0.6 | $22M | +8% | 207k | 108.20 | |
| Global Payments (GPN) | 0.5 | $19M | +13% | 101k | 187.53 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $19M | -2% | 68k | 277.92 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $19M | +8% | 84k | 222.82 | |
| Dimensional Etf Trust Us Targeted Vlu | 0.5 | $17M | NEW | 383k | 44.80 | |
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.4 | $16M | -15% | 259k | 62.62 | |
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.4 | $16M | -12% | 317k | 50.74 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $16M | 6.3k | 2506.33 | ||
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.4 | $16M | +171% | 181k | 87.48 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.4 | $15M | +102% | 64k | 236.35 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $15M | -7% | 190k | 78.88 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.4 | $14M | +3% | 248k | 54.81 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $13M | -4% | 117k | 113.20 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $13M | +3% | 48k | 271.49 | |
| UnitedHealth (UNH) | 0.4 | $13M | -6% | 32k | 400.45 | |
| Target Corporation (TGT) | 0.3 | $13M | 52k | 241.74 | ||
| Dimensional Etf Trust Us Small Cap Etf | 0.3 | $12M | NEW | 208k | 58.40 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $11M | -14% | 100k | 112.98 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $11M | +6% | 97k | 115.33 | |
| Home Depot (HD) | 0.3 | $11M | 35k | 318.88 | ||
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.3 | $11M | +191% | 79k | 140.50 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $11M | 68k | 158.63 | ||
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.3 | $11M | -3% | 53k | 199.11 | |
| Lowe's Companies (LOW) | 0.3 | $10M | -7% | 53k | 193.97 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $10M | NEW | 28k | 354.42 | |
| Cintas Corporation (CTAS) | 0.3 | $9.7M | -7% | 25k | 381.99 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $9.1M | +2% | 23k | 393.54 | |
| Ishares Tr National Mun Etf (MUB) | 0.2 | $8.2M | -13% | 70k | 117.20 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $8.2M | -9% | 112k | 72.73 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $8.0M | -39% | 119k | 67.81 | |
| Chevron Corporation (CVX) | 0.2 | $8.0M | -8% | 76k | 104.74 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $7.8M | -5% | 45k | 173.66 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $7.6M | -3% | 193k | 39.45 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $7.3M | 24k | 311.68 | ||
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $7.3M | -9% | 97k | 75.62 | |
| Ishares Tr Ibonds Dec23 Etf (IBDO) | 0.2 | $7.2M | 278k | 26.07 | ||
| Bank of America Corporation (BAC) | 0.2 | $7.2M | +8% | 174k | 41.23 | |
| Ishares Tr Ibonds Dec21 Etf (IBDM) | 0.2 | $6.9M | 280k | 24.78 | ||
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $6.6M | 120k | 55.15 | ||
| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.2 | $6.5M | -5% | 114k | 57.10 | |
| Northrop Grumman Corporation (NOC) | 0.2 | $6.5M | 18k | 363.44 | ||
| McDonald's Corporation (MCD) | 0.2 | $6.1M | 26k | 230.97 | ||
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $6.1M | 185k | 32.88 | ||
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $6.0M | +71% | 21k | 289.77 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $6.0M | -4% | 12k | 504.49 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $5.9M | 33k | 178.53 | ||
| Vanguard World Mega Cap Val Etf (MGV) | 0.2 | $5.9M | -14% | 59k | 99.63 | |
| Dimensional Etf Trust Us Core Equity 2 | 0.2 | $5.8M | NEW | 216k | 26.98 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.2 | $5.7M | +2% | 111k | 51.52 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $5.5M | -2% | 38k | 147.64 | |
| Wells Fargo & Company (WFC) | 0.2 | $5.5M | +25% | 122k | 45.29 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $5.4M | -13% | 65k | 82.71 | |
| Verizon Communications (VZ) | 0.1 | $5.2M | -9% | 94k | 56.03 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $5.1M | +2% | 78k | 65.68 | |
| Tesla Motors (TSLA) | 0.1 | $5.0M | +13% | 7.4k | 679.69 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $5.0M | 20k | 247.13 | ||
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $5.0M | 49k | 101.20 | ||
| Qualcomm (QCOM) | 0.1 | $5.0M | -6% | 35k | 142.92 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $4.9M | 61k | 80.92 | ||
| Amgen (AMGN) | 0.1 | $4.8M | -3% | 20k | 243.75 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $4.7M | -4% | 41k | 114.98 | |
| Kla Corp Com New (KLAC) | 0.1 | $4.7M | -16% | 15k | 324.19 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $4.7M | -17% | 31k | 150.72 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $4.6M | -37% | 62k | 74.87 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $4.6M | 25k | 188.57 | ||
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $4.4M | 30k | 145.96 | ||
| Becton, Dickinson and (BDX) | 0.1 | $4.3M | NEW | 18k | 243.17 | |
| Nike CL B (NKE) | 0.1 | $4.3M | -3% | 28k | 154.48 | |
| Intel Corporation (INTC) | 0.1 | $4.2M | +14% | 75k | 56.14 | |
| Dover Corporation (DOV) | 0.1 | $4.2M | -2% | 28k | 150.60 | |
| At&t (T) | 0.1 | $4.2M | -2% | 145k | 28.78 | |
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.1 | $4.1M | 157k | 26.37 | ||
| General Dynamics Corporation (GD) | 0.1 | $4.1M | -83% | 22k | 188.26 | |
| Ishares Tr Ibonds Dec22 Etf (IBDN) | 0.1 | $4.1M | -2% | 161k | 25.40 | |
| Abbvie (ABBV) | 0.1 | $4.1M | 36k | 112.63 | ||
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $4.1M | +2% | 18k | 229.38 | |
| Procter & Gamble Company (PG) | 0.1 | $4.1M | 30k | 134.94 | ||
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $4.0M | +3% | 99k | 40.37 | |
| Pfizer (PFE) | 0.1 | $3.9M | 99k | 39.16 | ||
| Invesco Exchange Traded Fd T Dwa Momentum (PDP) | 0.1 | $3.8M | -4% | 42k | 89.62 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $3.8M | 52k | 71.95 | ||
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $3.7M | +102% | 41k | 89.96 | |
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $3.7M | -2% | 15k | 244.86 | |
| Vanguard Scottsdale Fds Mortg-back Sec (VMBS) | 0.1 | $3.6M | 68k | 53.37 | ||
| Sempra Energy (SRE) | 0.1 | $3.6M | -6% | 27k | 132.48 | |
| Wal-Mart Stores (WMT) | 0.1 | $3.5M | +4% | 25k | 141.03 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $3.4M | 49k | 68.38 | ||
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $3.3M | +37% | 14k | 242.04 | |
| Edwards Lifesciences (EW) | 0.1 | $3.3M | 32k | 103.57 | ||
| Coca-Cola Company (KO) | 0.1 | $3.3M | 61k | 54.11 | ||
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $3.3M | +145% | 53k | 61.44 | |
| J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) | 0.1 | $3.3M | -38% | 64k | 51.06 | |
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $3.3M | -4% | 31k | 105.05 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $3.3M | -4% | 31k | 104.17 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $3.3M | +108% | 34k | 95.08 | |
| Boeing Company (BA) | 0.1 | $3.2M | 14k | 239.52 | ||
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $3.1M | +22% | 12k | 255.94 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $3.1M | -36% | 31k | 101.78 | |
| Twilio Cl A (TWLO) | 0.1 | $3.1M | -11% | 7.8k | 394.21 | |
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $3.0M | -8% | 25k | 120.32 | |
| NVIDIA Corporation (NVDA) | 0.1 | $3.0M | +17% | 3.8k | 799.95 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $3.0M | 11k | 268.73 | ||
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $3.0M | +10% | 47k | 63.39 | |
| American Express Company (AXP) | 0.1 | $3.0M | NEW | 18k | 165.21 | |
| Ishares Tr Dow Jones Us Etf (IYY) | 0.1 | $2.9M | 27k | 107.97 | ||
| Comcast Corp Cl A (CMCSA) | 0.1 | $2.9M | 51k | 57.01 | ||
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $2.9M | -29% | 63k | 45.50 | |
| Colgate-Palmolive Company (CL) | 0.1 | $2.8M | -87% | 35k | 81.34 | |
| 3M Company (MMM) | 0.1 | $2.8M | -4% | 14k | 198.63 | |
| W.W. Grainger (GWW) | 0.1 | $2.8M | -3% | 6.4k | 438.04 | |
| Abbott Laboratories (ABT) | 0.1 | $2.8M | -4% | 24k | 115.92 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $2.7M | +3% | 4.6k | 585.55 | |
| Merck & Co (MRK) | 0.1 | $2.7M | -27% | 34k | 77.77 | |
| Paypal Holdings (PYPL) | 0.1 | $2.6M | 9.0k | 291.53 | ||
| Steel Dynamics (STLD) | 0.1 | $2.6M | -6% | 44k | 59.59 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $2.6M | -12% | 21k | 122.29 | |
| General Mills (GIS) | 0.1 | $2.5M | -16% | 41k | 60.93 | |
| Wp Carey (WPC) | 0.1 | $2.5M | -19% | 34k | 74.62 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $2.4M | +109% | 29k | 85.89 | |
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $2.4M | -2% | 65k | 37.69 | |
| United Parcel Service CL B (UPS) | 0.1 | $2.4M | -6% | 12k | 207.97 | |
| Oracle Corporation (ORCL) | 0.1 | $2.4M | +6% | 30k | 77.85 | |
| First American Financial (FAF) | 0.1 | $2.3M | NEW | 37k | 62.35 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $2.3M | 37k | 60.91 | ||
| Invesco Exchange Traded Fd T Zacks Mid Cap (CZA) | 0.1 | $2.3M | -14% | 25k | 89.91 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $2.3M | -30% | 2.5k | 919.82 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $2.2M | -12% | 5.5k | 398.81 | |
| Johnson Ctls Intl SHS (JCI) | 0.1 | $2.1M | +9% | 31k | 68.62 | |
| McKesson Corporation (MCK) | 0.1 | $2.1M | -9% | 11k | 191.25 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $2.1M | -9% | 20k | 103.97 | |
| Advanced Micro Devices (AMD) | 0.1 | $2.1M | -2% | 22k | 93.95 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $2.0M | +118% | 8.6k | 237.37 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $2.0M | NEW | 30k | 67.27 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $2.0M | -13% | 20k | 98.48 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $2.0M | +6% | 15k | 128.00 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $2.0M | +5% | 36k | 54.61 | |
| Quest Diagnostics Incorporated (DGX) | 0.1 | $2.0M | -21% | 15k | 131.99 | |
| Gaming & Leisure Pptys (GLPI) | 0.1 | $1.9M | 42k | 46.32 | ||
| Ishares Tr Ibonds Dec2023 (IBML) | 0.1 | $1.9M | -13% | 73k | 26.11 | |
| Ishares Tr Exponential Tech (XT) | 0.1 | $1.9M | -4% | 29k | 63.24 | |
| Bentley Sys Com Cl B (BSY) | 0.1 | $1.9M | NEW | 29k | 64.78 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.8M | 3.7k | 491.04 | ||
| Tyson Foods Cl A (TSN) | 0.1 | $1.8M | -14% | 25k | 73.76 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $1.8M | -7% | 33k | 53.88 | |
| Nextera Energy (NEE) | 0.0 | $1.8M | +36% | 25k | 73.27 | |
| Altabancorp (ALTA) | 0.0 | $1.8M | 41k | 43.31 | ||
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $1.8M | 42k | 41.96 | ||
| Eli Lilly & Co. (LLY) | 0.0 | $1.7M | -7% | 7.6k | 229.49 | |
| CSX Corporation (CSX) | 0.0 | $1.7M | +163% | 54k | 32.09 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $1.7M | +125% | 21k | 82.18 | |
| Prologis (PLD) | 0.0 | $1.7M | +2% | 14k | 119.52 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.7M | +184% | 8.5k | 200.78 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $1.7M | +2% | 5.6k | 294.79 | |
| D.R. Horton (DHI) | 0.0 | $1.7M | -2% | 18k | 90.40 | |
| T. Rowe Price (TROW) | 0.0 | $1.6M | -9% | 8.3k | 197.92 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $1.6M | +8% | 4.3k | 378.33 | |
| Teradyne (TER) | 0.0 | $1.6M | +58% | 12k | 133.94 | |
| Ishares Tr Ibonds Dec2022 (IBMK) | 0.0 | $1.6M | -15% | 61k | 26.26 | |
| Cummins (CMI) | 0.0 | $1.6M | -12% | 6.5k | 243.74 | |
| Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.0 | $1.5M | -43% | 16k | 93.22 | |
| Us Bancorp Del Com New (USB) | 0.0 | $1.5M | +9% | 26k | 56.97 | |
| Garmin SHS (GRMN) | 0.0 | $1.5M | -10% | 10k | 144.66 | |
| Invesco Exchange Traded Fd T Dynmc Software (PSJ) | 0.0 | $1.5M | -27% | 9.0k | 164.85 | |
| International Business Machines (IBM) | 0.0 | $1.5M | +18% | 10k | 146.57 | |
| Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) | 0.0 | $1.4M | +209% | 18k | 79.85 | |
| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.0 | $1.4M | -4% | 53k | 27.21 | |
| Simpson Manufacturing (SSD) | 0.0 | $1.4M | -3% | 13k | 110.47 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $1.4M | -12% | 13k | 107.28 | |
| Cable One (CABO) | 0.0 | $1.4M | -2% | 735.00 | 1912.93 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $1.4M | +4% | 12k | 116.62 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $1.4M | -3% | 14k | 100.98 | |
| Altria (MO) | 0.0 | $1.4M | +9% | 29k | 47.69 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $1.3M | -2% | 3.7k | 365.10 | |
| Clorox Company (CLX) | 0.0 | $1.3M | 7.4k | 179.96 | ||
| Texas Instruments Incorporated (TXN) | 0.0 | $1.3M | +16% | 6.9k | 192.30 | |
| Roblox Corp Cl A (RBLX) | 0.0 | $1.3M | -51% | 15k | 90.01 | |
| Ishares Tr Ibonds Dec2021 (IBMJ) | 0.0 | $1.3M | -19% | 50k | 25.64 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $1.3M | +18% | 17k | 73.62 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $1.3M | +2% | 12k | 103.65 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $1.2M | -3% | 9.9k | 125.92 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $1.2M | -19% | 5.5k | 226.86 | |
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $1.2M | +8% | 23k | 52.97 | |
| Philip Morris International (PM) | 0.0 | $1.2M | +37% | 12k | 99.09 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $1.2M | -18% | 12k | 104.81 | |
| Waste Management (WM) | 0.0 | $1.2M | +122% | 8.7k | 140.15 | |
| Spdr Ser Tr S&p 600 Sml Cap (SLY) | 0.0 | $1.2M | NEW | 12k | 97.74 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $1.2M | +4% | 18k | 66.97 | |
| Invesco Exchange Traded Fd T Dwa Technology (PTF) | 0.0 | $1.2M | -36% | 7.8k | 149.42 | |
| Docusign (DOCU) | 0.0 | $1.2M | 4.1k | 279.52 | ||
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.2M | 15k | 79.25 | ||
| Southern Company (SO) | 0.0 | $1.1M | +2% | 19k | 60.53 | |
| Invesco Exch Traded Fd Tr Ii Dwa Smlcp Ment (DWAS) | 0.0 | $1.1M | -29% | 13k | 89.82 | |
| Equinix (EQIX) | 0.0 | $1.1M | 1.4k | 802.55 | ||
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $1.1M | +117% | 21k | 55.28 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.1M | -6% | 6.8k | 165.58 | |
| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $1.1M | 29k | 38.30 | ||
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.0 | $1.1M | +66% | 33k | 33.29 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $1.0M | 14k | 72.81 | ||
| Netflix (NFLX) | 0.0 | $1.0M | -24% | 2.0k | 528.42 | |
| salesforce (CRM) | 0.0 | $1.0M | 4.2k | 244.29 | ||
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $1.0M | -2% | 9.5k | 105.42 | |
| Alexandria Real Estate Equities (ARE) | 0.0 | $987k | 5.4k | 181.94 | ||
| Ishares Tr Expanded Tech (IGV) | 0.0 | $981k | -5% | 2.5k | 389.90 | |
| Caterpillar (CAT) | 0.0 | $978k | +9% | 4.5k | 217.72 | |
| Indexiq Etf Tr Hedge Mlti Etf (QAI) | 0.0 | $973k | -27% | 30k | 32.26 | |
| ConocoPhillips (COP) | 0.0 | $946k | +15% | 16k | 60.92 | |
| Intuit (INTU) | 0.0 | $932k | +4% | 1.9k | 490.01 | |
Past Filings by EP Wealth Advisors
SEC 13F filings are viewable for EP Wealth Advisors going back to 2011
- 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
- EP Wealth Advisors 2018 Q1 filed May 15, 2018
- EP Wealth Advisors 2017 Q4 filed Feb. 15, 2018
- EP Wealth Advisors 2017 Q3 filed Nov. 15, 2017