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)

StockValue
HQYHEALTHEQUITY INC
$287K
FISVFISERV INC
$284K
CMECME GROUP INC
$281K
WPMWHEATON PRECIOUS METALS CORP
$280K
LEGLEGGETT & PLATT INC
$280K
METMETLIFE INC
$278K
EAELECTRONIC ARTS INC
$278K
PCARPACCAR INC
$275K
MTCHMATCH GROUP INC NEW
$270K
MCHPMICROCHIP TECHNOLOGY INC.
$270K
EIXEDISON INTL
$270K
DC4DEXCOM INC
$269K
NEMNEWMONT CORP
$267K
SPYGSPDR SER TR
$266K
FFORD MTR CO DEL
$265K
ROPROPER TECHNOLOGIES INC
$265K
AIGAMERICAN INTL GROUP INC
$263K
SEESEALED AIR CORP NEW
$262K
KKRKKR & CO INC
$260K
IXJISHARES TR
$259K
EMREMERSON ELEC CO
$259K
DEODIAGEO PLC
$257K
FNDESCHWAB STRATEGIC TR
$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
TELTE CONNECTIVITY LTD
$231K
FDXFEDEX CORP
$231K
ITGARTNER INC
$229K
SNPSSYNOPSYS INC
$228K
NVONOVO-NORDISK A S
$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
YUMCYUM CHINA HLDGS INC
$218K
USHYISHARES TR
$218K
WCCWESCO INTL INC
$216K
HSYHERSHEY CO
$216K
CACCCREDIT ACCEP CORP MICH
$216K
CBRECBRE GROUP INC
$214K
MPCMARATHON PETE CORP
$213K
DONSPDR DOW JONES INDL AVERAGE
$213K
NSCNORFOLK SOUTHN CORP
$209K
CYRXCRYOPORT INC
$208K
VAWVANGUARD WORLD FDS
$207K
SPHQINVESCO EXCHANGE TRADED FD T
$207K
ULUNILEVER PLC
$207K
LVSLAS VEGAS SANDS CORP
$206K
BSCLINVESCO EXCH TRD SLF IDX FD
$202K
RIORIO TINTO PLC
$201K
TWTRUSDTWITTER INC
$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
BBVABANCO BILBAO VIZCAYA ARGENTA
$121K
SMFGSUMITOMO MITSUI FINL GROUP I
$80K
NYMTEURNEW YORK MTG TR INC
$76K
GOFGUGGENHEIM ENHANCED EQUITY I
$76K
ASPUASPEN GROUP INC
$71K
AMZNAMAZON COM INC
$57K
GSATUSDGLOBALSTAR INC
$55K
GOOGLALPHABET INC
$55K
DHYCREDIT SUISSE HIGH YIELD BD
$43K
BLKCHFBLACKROCK INC
$41K
DHFBNY MELLON HIGH YIELD STRATE
$31K
GOOGALPHABET INC
$13K
TSLATESLA INC
$4K
ISRGINTUITIVE SURGICAL INC
$3K
NVDANVIDIA CORPORATION
$2K
CABOCABLE ONE INC
$1K
NFLXNETFLIX INC
$1K
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