EP Wealth Advisors, LLC Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$3.1B
Holdings
491
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (491 positions)
| Stock | Value |
|---|---|
VUGVANGUARD INDEX FDS | $417.9M |
VTVVANGUARD INDEX FDS | $280.9M |
AAPLAPPLE INC | $130.3M |
MSFTMICROSOFT CORP | $89.6M |
JPMJPMORGAN CHASE & CO | $65.0M |
SPYSPDR S&P 500 ETF TR | $60.0M |
AMZNAMAZON COM INC | $57.0M |
GOOGLALPHABET INC | $54.7M |
IWNISHARES TR | $52.1M |
JNJJOHNSON & JOHNSON | $49.4M |
XLKSELECT SECTOR SPDR TR | $44.6M |
DISDISNEY WALT CO | $42.7M |
BLKCHFBLACKROCK INC | $41.5M |
HONHONEYWELL INTL INC | $40.3M |
AVGOBROADCOM INC | $37.5M |
VVISA INC | $37.3M |
COSTCOSTCO WHSL CORP NEW | $37.1M |
METAFACEBOOK INC | $37.0M |
CSCOCISCO SYS INC | $34.7M |
AMTAMERICAN TOWER CORP NEW | $34.4M |
KEYSKEYSIGHT TECHNOLOGIES INC | $32.7M |
TJXTJX COS INC NEW | $31.6M |
SBUXSTARBUCKS CORP | $29.9M |
SYKSTRYKER CORPORATION | $29.3M |
PEPPEPSICO INC | $28.5M |
VIGVANGUARD SPECIALIZED FUNDS | $28.3M |
VBVANGUARD INDEX FDS | $27.6M |
IVVISHARES TR | $26.5M |
CVSCVS HEALTH CORP | $25.9M |
HCAHCA HEALTHCARE INC | $24.9M |
LVLNSPDR SER TR | $24.8M |
XOMEXXON MOBIL CORP | $24.7M |
ESGDISHARES TR | $24.6M |
ALSALLSTATE CORP | $24.5M |
UNPUNION PAC CORP | $24.3M |
GDGENERAL DYNAMICS CORP | $23.8M |
VLOVALERO ENERGY CORP | $22.6M |
BMYBRISTOL-MYERS SQUIBB CO | $22.5M |
ATVIEURACTIVISION BLIZZARD INC | $22.0M |
SPGIS&P GLOBAL INC | $21.6M |
GMGENERAL MTRS CO | $21.0M |
FMCFMC CORP | $21.0M |
ZTSZOETIS INC | $19.5M |
CMFISHARES TR | $19.1M |
JPSTJ P MORGAN EXCHANGE-TRADED F | $18.3M |
GPNGLOBAL PMTS INC | $17.9M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $17.7M |
VTIVANGUARD INDEX FDS | $16.0M |
EFAISHARES TR | $15.6M |
VWOVANGUARD INTL EQUITY INDEX F | $15.0M |
VGITVANGUARD SCOTTSDALE FDS | $13.1M |
IGSBISHARES TR | $13.1M |
GOOGALPHABET INC | $12.9M |
IJRISHARES TR | $12.7M |
UNHUNITEDHEALTH GROUP INC | $12.6M |
IWPISHARES TR | $12.6M |
IWFISHARES TR | $11.3M |
LOWLOWES COS INC | $10.8M |
HDHOME DEPOT INC | $10.8M |
AGGISHARES TR | $10.3M |
IWDISHARES TR | $10.3M |
VTHRVANGUARD SCOTTSDALE FDS | $10.1M |
DYHTARGET CORP | $10.1M |
MUBISHARES TR | $9.4M |
CITCINTAS CORP | $9.4M |
CVXCHEVRON CORP NEW | $8.7M |
VOOVANGUARD INDEX FDS | $8.2M |
IVWISHARES TR | $8.1M |
VBRVANGUARD INDEX FDS | $7.9M |
SCHDSCHWAB STRATEGIC TR | $7.8M |
SCHFSCHWAB STRATEGIC TR | $7.5M |
IAUISHARES TR | $7.4M |
IWOISHARES TR | $7.2M |
AQLTISHARES TR | $7.2M |
—ISHARES TR | $7.0M |
BNDXVANGUARD CHARLOTTE FDS | $6.9M |
VOTVANGUARD INDEX FDS | $6.8M |
MGVVANGUARD WORLD FD | $6.6M |
EEMISHARES TR | $6.4M |
VCSHVANGUARD SCOTTSDALE FDS | $6.3M |
BACBK OF AMERICA CORP | $6.2M |
BACVERIZON COMMUNICATIONS INC | $6.0M |
SCHESCHWAB STRATEGIC TR | $6.0M |
MCDMCDONALDS CORP | $5.9M |
NOCNORTHROP GRUMMAN CORP | $5.9M |
KLACKLA CORP | $5.8M |
TMOTHERMO FISHER SCIENTIFIC INC | $5.7M |
VIGIVANGUARD WHITEHALL FDS | $5.5M |
XLYSELECT SECTOR SPDR TR | $5.5M |
IVEISHARES TR | $5.4M |
RSPINVESCO EXCHANGE TRADED FD T | $5.4M |
VEAVANGUARD TAX-MANAGED INTL FD | $5.3M |
JMSTJ P MORGAN EXCHANGE-TRADED F | $5.3M |
AMGNAMGEN INC | $5.0M |
QCOMQUALCOMM INC | $4.9M |
IJKISHARES TR | $4.8M |
VXUSVANGUARD STAR FDS | $4.7M |
ACWIISHARES TR | $4.7M |
IWSISHARES TR | $4.7M |
VHTVANGUARD WORLD FDS | $4.7M |
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