EP Wealth Advisors, LLC Q1 2019 Filing
Filed May 20, 2019
Portfolio Value
$1.0B
Holdings
244
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (244 positions)
| Stock | Value |
|---|---|
VBVANGUARD INDEX FDS | $77.6M |
IWPISHARES TR | $74.2M |
AAPLAPPLE INC | $37.0M |
MSFTMICROSOFT CORP | $33.3M |
METAFACEBOOK INC | $29.9M |
GOOGLALPHABET INC | $26.0M |
JPMJPMORGAN CHASE & CO | $24.5M |
JNJJOHNSON & JOHNSON | $23.6M |
VVISA INC | $22.8M |
AMZNAMAZON COM INC | $22.0M |
COSTCOSTCO WHSL CORP NEW | $21.8M |
PEPPEPSICO INC | $19.7M |
HONHONEYWELL INTL INC | $19.6M |
SYKSTRYKER CORP | $19.4M |
DISDISNEY WALT CO | $18.9M |
ACNACCENTURE PLC IRELAND | $18.9M |
XOMEXXON MOBIL CORP | $18.5M |
AVGOBROADCOM INC | $18.4M |
EFAISHARES TR | $17.9M |
ALSALLSTATE CORP | $17.7M |
TJXTJX COS INC NEW | $17.5M |
AMTAMERICAN TOWER CORP NEW | $17.2M |
SSDSIMPSON MANUFACTURING CO INC | $16.8M |
BBTUSDBB&T CORP | $16.7M |
BLKCHFBLACKROCK INC | $16.1M |
UTXZUNITED TECHNOLOGIES CORP | $14.9M |
SWKSTANLEY BLACK & DECKER INC | $14.7M |
UNPUNION PACIFIC CORP | $13.8M |
MRO*MARATHON OIL CORP | $13.6M |
SPGIS&P GLOBAL INC | $12.7M |
SCHWTHE CHARLES SCHWAB CORPORATI | $10.9M |
FMCF M C CORP | $10.5M |
IWDISHARES TR | $10.2M |
APTVAPTIV PLC | $9.5M |
MPCMARATHON PETE CORP | $9.4M |
BIIBBIOGEN INC | $9.4M |
GDGENERAL DYNAMICS CORP | $9.1M |
SPYSPDR S&P 500 ETF TR | $9.0M |
CVSCVS HEALTH CORP | $8.3M |
—ALLERGAN PLC | $8.1M |
IJRISHARES TR | $6.6M |
UPSUNITED PARCEL SERVICE INC | $6.3M |
CVXCHEVRON CORP NEW | $6.0M |
IWSISHARES TR | $5.1M |
TMOTHERMO FISHER SCIENTIFIC INC | $4.6M |
RSPINVESCO EXCHANGE TRADED FD T | $4.1M |
PDPINVESCO EXCHANGE TRADED FD T | $4.0M |
IWFISHARES TR | $4.0M |
DYHTARGET CORP | $3.9M |
BABOEING CO | $3.6M |
SBUXSTARBUCKS CORP | $3.4M |
IWOISHARES TR | $3.3M |
AGGISHARES TR | $3.2M |
SDYSPDR SERIES TRUST | $3.2M |
AREALEXANDRIA REAL ESTATE EQ IN | $3.1M |
SPLVINVESCO EXCHNG TRADED FD TR | $3.0M |
VOTVANGUARD INDEX FDS | $3.0M |
FDNFIRST TR EXCHANGE TRADED FD | $3.0M |
NDQINVESCO QQQ TR | $3.0M |
PFEPFIZER INC | $2.9M |
CMCSACOMCAST CORP NEW | $2.8M |
SCHFSCHWAB STRATEGIC TR | $2.7M |
IWVISHARES TR | $2.7M |
MUBISHARES TR | $2.6M |
AMGNAMGEN INC | $2.6M |
DJPBARCLAYS BK PLC | $2.6M |
MUMICRON TECHNOLOGY INC | $2.5M |
IJKISHARES TR | $2.4M |
RTN1USDRAYTHEON CO | $2.3M |
IWMISHARES TR | $2.3M |
INTCINTEL CORP | $2.3M |
CZAINVESCO EXCHANGE TRADED FD T | $2.3M |
PGPROCTER AND GAMBLE CO | $2.2M |
GLPIGAMING & LEISURE PPTYS INC | $2.1M |
NOCNORTHROP GRUMMAN CORP | $2.0M |
CLXCLOROX CO DEL | $2.0M |
HDHOME DEPOT INC | $1.9M |
IVVISHARES TR | $1.9M |
TAT&T INC | $1.9M |
IWNISHARES TR | $1.9M |
KOCOCA COLA CO | $1.9M |
CSCOCISCO SYS INC | $1.9M |
GOOGALPHABET INC | $1.8M |
PLDPROLOGIS INC | $1.8M |
IJHISHARES TR | $1.6M |
—HEXO CORP | $1.6M |
LTHM1EURLIVENT CORP | $1.5M |
SCHVSCHWAB STRATEGIC TR | $1.5M |
EFVISHARES TR | $1.5M |
MMM3M CO | $1.5M |
QTECFIRST TR NASDAQ100 TECH INDE | $1.4M |
IHIISHARES TR | $1.3M |
IGVISHARES TR | $1.3M |
IVEISHARES TR | $1.3M |
IGPTINVESCO EXCHANGE TRADED FD T | $1.3M |
IVWISHARES TR | $1.3M |
BONDPIMCO ETF TR | $1.3M |
EQIXEQUINIX INC | $1.3M |
SOXXISHARES TR | $1.3M |
LVLNSPDR SERIES TRUST | $1.2M |
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