EP Wealth Advisors
Latest statistics and disclosures from EP Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FDRR, VUG, VTV, NEAR, AAPL, and represent 44.97% of EP Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: FDRR (+$2.1B), VTV (+$302M), MSFT (+$203M), IGSB (+$140M), VIGI (+$115M), JPM (+$88M), HON (+$57M), VOT (+$55M), HCA (+$53M), BLK (+$53M).
- Started 79 new stock positions in SPSM, FDRR, VRTX, SGOV, GBDC, CGW, LIT, Bionano Genomics, WTW, PDI.
- Reduced shares in these 10 stocks: NEE (-$102B), XLRE (-$13B), VV (-$12B), VUG (-$7.3B), GOOGL (-$3.2B), HD (-$2.8B), GOVT (-$2.7B), XLK (-$2.5B), SYK (-$2.5B), XLY (-$2.2B).
- Sold out of its positions in AB, COR, Astra Space Inc Com Cl A, RNP, CXT, DFAE, DFCF, FI, FMS, HALO.
- EP Wealth Advisors was a net seller of stock by $-169B.
- EP Wealth Advisors has $9.0B in assets under management (AUM), dropping by 55.04%.
- Central Index Key (CIK): 0001540569
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Portfolio Holdings for EP Wealth Advisors
EP Wealth Advisors holds 685 positions in its portfolio as reported in the June 2023 quarterly 13F filing
EP Wealth Advisors has 685 total positions. Only the first 250 positions are shown.
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- Download the EP Wealth Advisors June 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fidelity Covington Trust Divid Etf Risi (FDRR) | 23.2 | $2.1B | NEW | 429k | 4873.26 |
|
| Vanguard Index Fds Growth Etf (VUG) | 10.2 | $917M | -88% | 290k | 3165.69 |
|
| Vanguard Index Fds Value Etf (VTV) | 4.2 | $375M | +416% | 68k | 5512.89 |
|
| Ishares U S Etf Tr Blackrock St Mat (NEAR) | 3.9 | $349M | -72% | 5.7k | 61189.20 |
|
| Apple (AAPL) | 3.6 | $321M | 1.5M | 209.30 |
|
|
| Microsoft Corporation (MSFT) | 2.3 | $205M | +11085% | 50k | 4095.86 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.6 | $144M | +3461% | 67k | 2166.04 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $143M | -82% | 9.3k | 15334.64 |
|
| Amazon (AMZN) | 1.4 | $128M | 806k | 158.68 |
|
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 1.4 | $122M | +1471% | 1.9M | 65.21 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $101M | -96% | 5.0k | 20172.12 |
|
| Broadcom (AVGO) | 1.0 | $93M | +26% | 138k | 669.86 |
|
| Nextera Energy (NEE) | 1.0 | $91M | -99% | 5.8k | 15754.07 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $91M | +3443% | 300k | 301.64 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.9 | $82M | +95% | 38k | 2135.06 |
|
| Costco Wholesale Corporation (COST) | 0.9 | $79M | 21k | 3837.70 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.9 | $77M | +249% | 112k | 684.27 |
|
| Visa Com Cl A (V) | 0.8 | $74M | -30% | 73k | 1024.98 |
|
| Johnson & Johnson (JNJ) | 0.8 | $73M | -94% | 5.9k | 12350.79 |
|
| Exxon Mobil Corporation (XOM) | 0.8 | $72M | -42% | 7.5k | 9697.40 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.8 | $69M | -57% | 9.2k | 7559.41 |
|
| Hca Holdings (HCA) | 0.7 | $63M | +531% | 35k | 1817.39 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.7 | $61M | -97% | 18k | 3353.43 |
|
| Honeywell International (HON) | 0.7 | $60M | +1692% | 118k | 508.96 |
|
| Meta Platforms Cl A (META) | 0.7 | $60M | -89% | 447.00 | 133954.72 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.6 | $58M | 3.8k | 15431.99 |
|
|
| Starbucks Corporation (SBUX) | 0.6 | $58M | +862% | 10k | 5791.34 |
|
| Cisco Systems (CSCO) | 0.6 | $56M | +493% | 17k | 3361.57 |
|
| Pepsi (PEP) | 0.6 | $55M | -63% | 1.8k | 30384.03 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.6 | $54M | +389% | 1.1M | 50.20 |
|
| Stryker Corporation (SYK) | 0.6 | $54M | -97% | 9.8k | 5501.29 |
|
| BlackRock (BLK) | 0.6 | $54M | +9822% | 19k | 2896.41 |
|
| Keysight Technologies (KEYS) | 0.6 | $51M | -81% | 2.2k | 22933.73 |
|
| General Motors Company (GM) | 0.5 | $49M | +2325% | 206k | 235.58 |
|
| American Tower Reit (AMT) | 0.5 | $47M | 226k | 210.26 |
|
|
| Walt Disney Company (DIS) | 0.5 | $47M | +2222% | 481k | 96.90 |
|
| Fmc Corp Com New (FMC) | 0.5 | $46M | +5% | 40k | 1157.03 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $46M | -58% | 13k | 3652.30 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.5 | $45M | -78% | 22k | 2046.83 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.5 | $43M | -97% | 1.2k | 34591.81 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $40M | -5% | 5.0k | 8071.76 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $39M | 318k | 121.83 |
|
|
| S&p Global (SPGI) | 0.4 | $39M | +573% | 66k | 587.84 |
|
| Valero Energy Corporation (VLO) | 0.4 | $38M | -87% | 190k | 197.73 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.4 | $37M | 5.3k | 6973.15 |
|
|
| Union Pacific Corporation (UNP) | 0.4 | $37M | -16% | 41k | 913.13 |
|
| CVS Caremark Corporation (CVS) | 0.4 | $37M | -13% | 108k | 338.13 |
|
| Global Payments (GPN) | 0.4 | $37M | -84% | 6.6k | 5565.24 |
|
| Sempra Energy (SRE) | 0.4 | $35M | +49% | 286k | 121.10 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.4 | $34M | -86% | 25k | 1351.52 |
|
| Southern Company (SO) | 0.4 | $34M | +2777% | 192k | 177.40 |
|
| Bristol Myers Squibb (BMY) | 0.4 | $33M | 73k | 458.21 |
|
|
| Zoetis Cl A (ZTS) | 0.4 | $33M | -96% | 1.1k | 31016.03 |
|
| J P Morgan Exchange Traded F Short Dura Core (JSCP) | 0.4 | $33M | -88% | 13k | 2590.28 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $33M | -21% | 4.6k | 7143.77 |
|
| Allstate Corporation (ALL) | 0.4 | $32M | 276k | 117.15 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $32M | -89% | 1.1k | 29101.03 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $31M | +12% | 1.7k | 17878.34 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $30M | -98% | 2.4k | 12796.16 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $30M | 11k | 2592.45 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $29M | -76% | 19k | 1526.82 |
|
| Tidal Etf Tr Leatherback Lng (LBAY) | 0.3 | $28M | NEW | 5.9k | 4811.73 |
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $28M | -31% | 7.6k | 3675.60 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $24M | -95% | 5.1k | 4775.12 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.3 | $24M | +4073% | 141k | 169.45 |
|
| Home Depot (HD) | 0.3 | $23M | -99% | 3.7k | 6316.42 |
|
| UnitedHealth (UNH) | 0.3 | $23M | +733% | 7.9k | 2897.13 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $23M | +141% | 23k | 999.84 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $22M | -87% | 7.0k | 3187.86 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $22M | -52% | 17k | 1339.67 |
|
| Merck & Co (MRK) | 0.2 | $21M | +48% | 21k | 1007.19 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $20M | +1947% | 35k | 569.17 |
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.2 | $20M | 1.0M | 19.21 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $19M | -22% | 20k | 964.94 |
|
| Nextera Energy Partners Com Unit Part In (NEP) | 0.2 | $19M | NEW | 19k | 965.18 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $18M | +93% | 2.5k | 7374.01 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $18M | +129% | 43k | 412.77 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $17M | -75% | 17k | 990.50 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $17M | -27% | 10k | 1697.00 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.2 | $17M | -89% | 200k | 84.02 |
|
| Chevron Corporation (CVX) | 0.2 | $17M | -94% | 20k | 819.72 |
|
| McDonald's Corporation (MCD) | 0.2 | $16M | +108% | 12k | 1338.16 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $16M | +306% | 171k | 91.55 |
|
| Lowe's Companies (LOW) | 0.2 | $15M | -71% | 4.2k | 3585.79 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $14M | +23% | 19k | 747.71 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $13M | -95% | 1.9k | 7023.40 |
|
| Pfizer (PFE) | 0.1 | $13M | -98% | 3.3k | 4012.09 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $13M | -99% | 1.8k | 7174.39 |
|
| Abbvie (ABBV) | 0.1 | $12M | -93% | 5.9k | 2091.25 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $12M | -74% | 6.5k | 1881.06 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $12M | -93% | 1.1k | 10879.04 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $12M | +642% | 221k | 53.61 |
|
| Bank of America Corporation (BAC) | 0.1 | $12M | -42% | 161k | 73.32 |
|
| Tesla Motors (TSLA) | 0.1 | $12M | +10372% | 103k | 114.85 |
|
| Procter & Gamble Company (PG) | 0.1 | $11M | -73% | 5.2k | 2140.05 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $11M | -69% | 4.2k | 2550.69 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $11M | -29% | 39k | 272.79 |
|
| SkyWest (SKYW) | 0.1 | $11M | -21% | 4.8k | 2164.72 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $10M | +1564% | 2.3M | 4.46 |
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.1 | $10M | +4380% | 449k | 22.85 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $10M | -58% | 6.8k | 1467.80 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $9.7M | +360% | 4.2k | 2299.17 |
|
| Ishares Tr Ibonds Dec23 Etf (IBDO) | 0.1 | $9.6M | -49% | 1.9k | 5166.25 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $9.5M | -3% | 182k | 51.93 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $9.4M | 526k | 17.97 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $9.3M | 39k | 241.24 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $9.2M | -99% | 1.4k | 6387.37 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $9.0M | -77% | 15k | 601.85 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $9.0M | -68% | 8.5k | 1059.33 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $8.9M | +358% | 11k | 799.43 |
|
| McKesson Corporation (MCK) | 0.1 | $8.8M | +256% | 32k | 275.00 |
|
| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.1 | $8.6M | -50% | 103k | 83.67 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $8.5M | +274% | 9.4k | 904.27 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $8.4M | -95% | 4.5k | 1889.04 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $8.3M | -57% | 4.9k | 1684.44 |
|
| Cintas Corporation (CTAS) | 0.1 | $8.2M | -80% | 8.5k | 969.91 |
|
| Qualcomm (QCOM) | 0.1 | $8.0M | -93% | 2.9k | 2764.32 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $8.0M | -60% | 10k | 795.41 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $7.8M | +1232% | 413k | 19.00 |
|
| Boeing Company (BA) | 0.1 | $7.8M | +168% | 40k | 195.80 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $7.6M | -14% | 21k | 367.32 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $7.4M | -46% | 14k | 548.81 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $7.2M | +228% | 7.3k | 977.44 |
|
| Wal-Mart Stores (WMT) | 0.1 | $6.9M | +75677% | 5.5M | 1.24 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $6.7M | -65% | 30k | 226.96 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $6.7M | +485% | 16k | 417.51 |
|
| Magellan Midstream Prtnrs Com Unit Rp Lp | 0.1 | $6.7M | -39% | 7.4k | 905.70 |
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.1 | $6.6M | +515% | 2.4M | 2.74 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $6.3M | -42% | 30k | 205.89 |
|
| Genuine Parts Company (GPC) | 0.1 | $6.2M | -99% | 12k | 509.90 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $6.1M | -97% | 3.1k | 1924.27 |
|
| Abbott Laboratories (ABT) | 0.1 | $6.0M | -96% | 1.7k | 3456.40 |
|
| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $6.0M | +7743% | 3.2M | 1.89 |
|
| Applied Materials (AMAT) | 0.1 | $5.9M | 36k | 166.15 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $5.9M | -81% | 7.2k | 819.78 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $5.9M | -96% | 979.00 | 6013.91 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $5.8M | -84% | 10k | 583.09 |
|
| salesforce (CRM) | 0.1 | $5.7M | +52040% | 1.0M | 5.48 |
|
| Oracle Corporation (ORCL) | 0.1 | $5.6M | +509% | 20k | 287.80 |
|
| W.W. Grainger (GWW) | 0.1 | $5.6M | -87% | 2.3k | 2424.89 |
|
| Danaher Corporation (DHR) | 0.1 | $5.5M | +236% | 24k | 227.06 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $5.5M | +4772% | 115k | 47.64 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $5.4M | +115% | 22k | 242.12 |
|
| Coca-Cola Company (KO) | 0.1 | $5.3M | -94% | 2.9k | 1802.13 |
|
| Rockwell Automation (ROK) | 0.1 | $5.3M | +12% | 11k | 461.44 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $5.2M | +160% | 431k | 12.15 |
|
| Ishares Tr Ibonds 24 Trm Hg (IBHD) | 0.1 | $5.2M | +43% | 56k | 93.20 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $5.2M | NEW | 45k | 115.14 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $5.1M | 275k | 18.72 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $5.1M | -2% | 65k | 78.55 |
|
| Trimble Navigation (TRMB) | 0.1 | $5.0M | -33% | 104k | 47.91 |
|
| Advanced Micro Devices (AMD) | 0.1 | $4.9M | 40k | 123.06 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $4.8M | -83% | 100k | 47.90 |
|
| Vanguard Wellington Us Value Factr (VFVA) | 0.1 | $4.7M | +8762% | 437k | 10.68 |
|
| Hershey Company (HSY) | 0.1 | $4.6M | +255% | 24k | 196.48 |
|
| Amgen (AMGN) | 0.1 | $4.6M | 20k | 231.35 |
|
|
| Becton, Dickinson and (BDX) | 0.1 | $4.6M | 817k | 5.65 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $4.6M | -77% | 6.2k | 736.60 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $4.5M | -31% | 6.8k | 662.73 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $4.5M | +9999% | 556k | 8.11 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $4.5M | +174% | 96k | 46.97 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $4.5M | -95% | 4.3k | 1046.35 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $4.4M | -99% | 2.0k | 2204.56 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $4.4M | +1015% | 28k | 156.07 |
|
| Wells Fargo & Company (WFC) | 0.0 | $4.3M | +212% | 11k | 395.36 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $4.2M | +118% | 14k | 304.33 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $4.1M | +73% | 14k | 298.16 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $4.1M | -22% | 1.2k | 3489.31 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $4.1M | +4037% | 282k | 14.53 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $4.0M | +12260% | 331k | 12.14 |
|
| Netflix (NFLX) | 0.0 | $4.0M | -90% | 6.5k | 620.07 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $4.0M | +1648% | 645k | 6.19 |
|
| Verizon Communications (VZ) | 0.0 | $4.0M | +213% | 61k | 65.47 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $3.9M | +45% | 14k | 277.43 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $3.8M | -91% | 9.7k | 396.68 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $3.8M | -62% | 37k | 102.74 |
|
| Kla Corp Com New (KLAC) | 0.0 | $3.8M | +264% | 15k | 257.40 |
|
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $3.8M | +2129% | 22k | 169.72 |
|
| United Parcel Service CL B (UPS) | 0.0 | $3.7M | -85% | 25k | 147.46 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $3.7M | -99% | 994.00 | 3711.58 |
|
| General Dynamics Corporation (GD) | 0.0 | $3.6M | +29% | 35k | 103.70 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $3.6M | +111% | 113k | 31.90 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $3.6M | +400% | 114k | 31.48 |
|
| Edwards Lifesciences (EW) | 0.0 | $3.6M | +165% | 27k | 134.65 |
|
| TJX Companies (TJX) | 0.0 | $3.5M | +73% | 48k | 73.10 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $3.5M | -74% | 13k | 268.37 |
|
| At&t (T) | 0.0 | $3.4M | -39% | 5.4k | 635.89 |
|
| American Express Company (AXP) | 0.0 | $3.4M | -99% | 18k | 187.13 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $3.4M | +16% | 53k | 63.64 |
|
| Nike CL B (NKE) | 0.0 | $3.4M | -29% | 5.2k | 645.07 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $3.3M | +380% | 76k | 43.95 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $3.3M | +59% | 109k | 30.32 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $3.3M | -87% | 5.1k | 653.32 |
|
| Intel Corporation (INTC) | 0.0 | $3.3M | +3328% | 120k | 27.22 |
|
| Paychex (PAYX) | 0.0 | $3.2M | +21% | 10k | 312.47 |
|
| Dover Corporation (DOV) | 0.0 | $3.2M | -46% | 16k | 196.69 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $3.2M | -53% | 7.8k | 407.29 |
|
| International Business Machines (IBM) | 0.0 | $3.2M | -16% | 98k | 32.26 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $3.1M | -73% | 3.6k | 859.85 |
|
| Sofi Technologies (SOFI) | 0.0 | $3.1M | NEW | 223k | 14.03 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $3.1M | -88% | 8.4k | 368.87 |
|
| Invesco Exchange Traded Fd T Dwa Momentum (PDP) | 0.0 | $3.1M | +8% | 12k | 254.63 |
|
| Steel Dynamics (STLD) | 0.0 | $3.0M | +270% | 95k | 31.76 |
|
| Eaton Corp SHS (ETN) | 0.0 | $3.0M | +74% | 39k | 76.57 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $3.0M | -24% | 25k | 118.89 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $3.0M | +485% | 37k | 79.75 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $2.9M | +285% | 152k | 18.83 |
|
| Encana Corporation (OVV) | 0.0 | $2.8M | -6% | 2.2k | 1278.24 |
|
| Enterprise Products Partners (EPD) | 0.0 | $2.8M | -48% | 3.4k | 836.24 |
|
| Automatic Data Processing (ADP) | 0.0 | $2.7M | -47% | 7.6k | 363.92 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $2.7M | -79% | 65k | 42.06 |
|
| Gilead Sciences (GILD) | 0.0 | $2.7M | -32% | 41k | 66.30 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $2.7M | -95% | 953.00 | 2789.02 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $2.5M | -97% | 7.6k | 331.29 |
|
| Golub Capital BDC (GBDC) | 0.0 | $2.5M | NEW | 8.5k | 291.69 |
|
| United Bankshares (UBSI) | 0.0 | $2.5M | +172% | 20k | 122.26 |
|
| Direxion Shs Etf Tr Dly Tech Bull 3x (TECL) | 0.0 | $2.4M | NEW | 27k | 90.70 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $2.4M | -60% | 20k | 118.00 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $2.4M | +340% | 312k | 7.71 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $2.4M | -99% | 915.00 | 2593.11 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $2.4M | +101448% | 1.5M | 1.60 |
|
| ConocoPhillips (COP) | 0.0 | $2.3M | -56% | 2.0k | 1159.70 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $2.3M | -78% | 16k | 142.49 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $2.2M | +4078% | 33k | 65.39 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $2.2M | +67% | 27k | 82.23 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $2.1M | -26% | 53k | 40.20 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $2.1M | NEW | 823k | 2.60 |
|
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $2.1M | -97% | 1.7k | 1235.53 |
|
| Invesco Exchange Traded Fd T Zacks Mid Cap (CZA) | 0.0 | $2.1M | -71% | 5.7k | 370.30 |
|
| First American Financial (FAF) | 0.0 | $2.1M | -90% | 5.0k | 419.76 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $2.1M | -99% | 2.00 | 1035620.00 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $2.1M | +3524% | 175k | 11.80 |
|
| Gaming & Leisure Pptys (GLPI) | 0.0 | $2.1M | -87% | 6.7k | 309.34 |
|
| Caterpillar (CAT) | 0.0 | $2.1M | -24% | 5.8k | 359.02 |
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $2.1M | +467% | 55k | 37.59 |
|
| Lam Research Corporation (LRCX) | 0.0 | $2.1M | +10352% | 211k | 9.74 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $2.0M | +30% | 3.2k | 634.70 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $2.0M | +2352% | 191k | 10.52 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $2.0M | -90% | 2.4k | 828.14 |
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $2.0M | -85% | 1.8k | 1111.57 |
|
| General Electric Com New (GE) | 0.0 | $2.0M | +12732% | 2.6M | 0.75 |
|
| Philip Morris International (PM) | 0.0 | $1.9M | +3657% | 437k | 4.44 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $1.9M | +134% | 55k | 35.29 |
|
| Ford Motor Company (F) | 0.0 | $1.9M | +356% | 37k | 52.33 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $1.9M | +1054% | 19k | 97.98 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $1.9M | NEW | 3.9k | 481.85 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $1.9M | NEW | 9.3k | 200.16 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $1.8M | +419% | 11k | 164.76 |
|
| Intuit (INTU) | 0.0 | $1.8M | -80% | 15k | 119.31 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $1.8M | +765% | 67k | 27.29 |
|
Past Filings by EP Wealth Advisors
SEC 13F filings are viewable for EP Wealth Advisors going back to 2011
- 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
- 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