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 |
|---|---|
FFORD MTR CO DEL | $265K |
AIGAMERICAN INTL GROUP INC | $263K |
SEESEALED AIR CORP NEW | $262K |
KKRKKR & CO INC | $260K |
IXJISHARES TR | $259K |
EMREMERSON ELEC CO | $259K |
FNDESCHWAB STRATEGIC TR | $257K |
DEODIAGEO PLC | $257K |
VFHVANGUARD WORLD FDS | $256K |
FCXFREEPORT-MCMORAN INC | $252K |
QTECFIRST TR NASDAQ 100 TECH IND | $252K |
TLRYEURTILRAY INC | $250K |
SPHDINVESCO EXCH TRADED FD TR II | $247K |
PHPARKER-HANNIFIN CORP | $244K |
KTBKONTOOR BRANDS INC | $243K |
FNDXSCHWAB STRATEGIC TR | $240K |
CIMCHIMERA INVT CORP | $237K |
VENVENTAS INC | $236K |
PPGPPG INDS INC | $235K |
LWLAMB WESTON HLDGS INC | $233K |
NVCRNOVOCURE LTD | $233K |
ICEINTERCONTINENTAL EXCHANGE IN | $232K |
FDXFEDEX CORP | $231K |
TELTE CONNECTIVITY LTD | $231K |
ITGARTNER INC | $229K |
NVONOVO-NORDISK A S | $228K |
SNPSSYNOPSYS INC | $228K |
SIGISELECTIVE INS GROUP INC | $227K |
—VIRNETX HLDG CORP | $226K |
DGRWWISDOMTREE TR | $223K |
SONYSONY CORP | $222K |
LEALEAR CORP | $221K |
LUVSOUTHWEST AIRLS CO | $220K |
ESEVERSOURCE ENERGY | $220K |
QUALISHARES TR | $220K |
XMMOINVESCO EXCHANGE TRADED FD T | $219K |
USHYISHARES TR | $218K |
YUMCYUM CHINA HLDGS INC | $218K |
CACCCREDIT ACCEP CORP MICH | $216K |
HSYHERSHEY CO | $216K |
WCCWESCO INTL INC | $216K |
CBRECBRE GROUP INC | $214K |
MPCMARATHON PETE CORP | $213K |
DONSPDR DOW JONES INDL AVERAGE | $213K |
NSCNORFOLK SOUTHN CORP | $209K |
CYRXCRYOPORT INC | $208K |
SPHQINVESCO EXCHANGE TRADED FD T | $207K |
ULUNILEVER PLC | $207K |
VAWVANGUARD WORLD FDS | $207K |
LVSLAS VEGAS SANDS CORP | $206K |
BSCLINVESCO EXCH TRD SLF IDX FD | $202K |
TWTRUSDTWITTER INC | $201K |
RIORIO TINTO PLC | $201K |
INGING GROEP N.V. | $193K |
HPEHEWLETT PACKARD ENTERPRISE C | $188K |
VTRSVIATRIS INC | $179K |
SIRIEURSIRIUS XM HOLDINGS INC | $159K |
BCSBARCLAYS PLC | $154K |
—ATLAS CORP | $144K |
AAPLAPPLE INC | $130K |
BBVABANCO BILBAO VIZCAYA ARGENTA | $121K |
MSFTMICROSOFT CORP | $90K |
SMFGSUMITOMO MITSUI FINL GROUP I | $80K |
GOFGUGGENHEIM ENHANCED EQUITY I | $76K |
NYMTEURNEW YORK MTG TR INC | $76K |
ASPUASPEN GROUP INC | $71K |
JPMJPMORGAN CHASE & CO | $65K |
SPYSPDR S&P 500 ETF TR | $60K |
AMZNAMAZON COM INC | $57K |
GSATUSDGLOBALSTAR INC | $55K |
GOOGLALPHABET INC | $55K |
IWNISHARES TR | $52K |
JNJJOHNSON & JOHNSON | $49K |
XLKSELECT SECTOR SPDR TR | $45K |
DHYCREDIT SUISSE HIGH YIELD BD | $43K |
DISDISNEY WALT CO | $43K |
BLKCHFBLACKROCK INC | $41K |
HONHONEYWELL INTL INC | $40K |
AVGOBROADCOM INC | $37K |
VVISA INC | $37K |
COSTCOSTCO WHSL CORP NEW | $37K |
METAFACEBOOK INC | $37K |
CSCOCISCO SYS INC | $35K |
AMTAMERICAN TOWER CORP NEW | $34K |
KEYSKEYSIGHT TECHNOLOGIES INC | $33K |
TJXTJX COS INC NEW | $32K |
DHFBNY MELLON HIGH YIELD STRATE | $31K |
SBUXSTARBUCKS CORP | $30K |
SYKSTRYKER CORPORATION | $29K |
PEPPEPSICO INC | $29K |
VIGVANGUARD SPECIALIZED FUNDS | $28K |
VBVANGUARD INDEX FDS | $28K |
IVVISHARES TR | $27K |
CVSCVS HEALTH CORP | $26K |
HCAHCA HEALTHCARE INC | $25K |
LVLNSPDR SER TR | $25K |
XOMEXXON MOBIL CORP | $25K |
ESGDISHARES TR | $25K |
ALSALLSTATE CORP | $25K |
UNPUNION PAC CORP | $24K |