EP Wealth Advisors, LLC Q1 2022 Filing
Filed May 20, 2022
Portfolio Value
$4.6T
Holdings
635
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (635 positions)
| Stock | Value |
|---|---|
EEMISHARES TR | $5.6B |
WFCWELLS FARGO CO NEW | $5.5B |
SUSBISHARES TR | $5.4B |
BNDXVANGUARD CHARLOTTE FDS | $5.4B |
USBUS BANCORP DEL | $5.3B |
BACBK OF AMERICA CORP | $5.3B |
VNQVANGUARD INDEX FDS | $5.3B |
ABBVABBVIE INC | $5.1B |
RSPINVESCO EXCHANGE TRADED FD T | $5.1B |
VHTVANGUARD WORLD FDS | $5.0B |
PFEPFIZER INC | $5.0B |
AMGNAMGEN INC | $5.0B |
IWVISHARES TR | $4.9B |
VXUSVANGUARD STAR FDS | $4.9B |
EFGISHARES TR | $4.8B |
PGPROCTER AND GAMBLE CO | $4.8B |
BDXBECTON DICKINSON & CO | $4.7B |
EWEDWARDS LIFESCIENCES CORP | $4.7B |
IJKISHARES TR | $4.6B |
XLCSELECT SECTOR SPDR TR | $4.6B |
ACWIISHARES TR | $4.5B |
EAGGISHARES TR | $4.5B |
AMDADVANCED MICRO DEVICES INC | $4.4B |
ESMLISHARES TR | $4.3B |
SCHVSCHWAB STRATEGIC TR | $4.3B |
SCHDSCHWAB STRATEGIC TR | $4.2B |
IWSISHARES TR | $4.2B |
SRESEMPRA | $4.2B |
SCHXSCHWAB STRATEGIC TR | $4.1B |
SCHASCHWAB STRATEGIC TR | $4.1B |
DOVDOVER CORP | $4.0B |
WMTWALMART INC | $4.0B |
AVDVAMERICAN CENTY ETF TR | $4.0B |
IAUISHARES TR | $3.9B |
IJSISHARES TR | $3.9B |
IWMISHARES TR | $3.9B |
BACVERIZON COMMUNICATIONS INC | $3.8B |
NKENIKE INC | $3.8B |
INTCINTEL CORP | $3.8B |
SCHGSCHWAB STRATEGIC TR | $3.8B |
SDYSPDR SER TR | $3.7B |
IJHISHARES TR | $3.7B |
BIVVANGUARD BD INDEX FDS | $3.7B |
VEUVANGUARD INTL EQUITY INDEX F | $3.6B |
IBDPISHARES TR | $3.6B |
VGITVANGUARD SCOTTSDALE FDS | $3.4B |
IWBISHARES TR | $3.4B |
VMBSVANGUARD SCOTTSDALE FDS | $3.4B |
EMBISHARES TR | $3.3B |
KOCOCA COLA CO | $3.3B |
VVVANGUARD INDEX FDS | $3.3B |
IUSVISHARES TR | $3.3B |
AXPAMERICAN EXPRESS CO | $3.3B |
EFVISHARES TR | $3.3B |
PDPINVESCO EXCHANGE TRADED FD T | $3.2B |
KLACKLA CORP | $3.1B |
VWOBVANGUARD WHITEHALL FDS | $3.1B |
TAT&T INC | $3.1B |
VLUEISHARES TR | $3.0B |
GDGENERAL DYNAMICS CORP | $3.0B |
GWWGRAINGER W W INC | $3.0B |
IYY*ISHARES TR | $2.9B |
VCITVANGUARD SCOTTSDALE FDS | $2.9B |
VGSHVANGUARD SCOTTSDALE FDS | $2.9B |
UBSIUNITED BANKSHARES INC WEST V | $2.9B |
DJPBARCLAYS BANK PLC | $2.8B |
ABTABBOTT LABS | $2.8B |
BNDVANGUARD BD INDEX FDS | $2.7B |
BABOEING CO | $2.7B |
BONDPIMCO ETF TR | $2.7B |
DFIVDIMENSIONAL ETF TRUST | $2.7B |
XLFSELECT SECTOR SPDR TR | $2.6B |
FDNFIRST TR EXCHANGE-TRADED FD | $2.6B |
DLNWISDOMTREE TR | $2.6B |
VOVANGUARD INDEX FDS | $2.6B |
MGVVANGUARD WORLD FD | $2.5B |
STLDSTEEL DYNAMICS INC | $2.5B |
CLCOLGATE PALMOLIVE CO | $2.5B |
MCKMCKESSON CORP | $2.5B |
SCHBSCHWAB STRATEGIC TR | $2.5B |
CMCSACOMCAST CORP NEW | $2.5B |
VTEBVANGUARD MUN BD FDS | $2.5B |
SPLVINVESCO EXCH TRADED FD TR II | $2.4B |
FAFFIRST AMERN FINL CORP | $2.4B |
ADBEADOBE SYSTEMS INCORPORATED | $2.4B |
ACNACCENTURE PLC IRELAND | $2.4B |
FDVVFIDELITY COVINGTON TRUST | $2.4B |
DYHTARGET CORP | $2.4B |
CZAINVESCO EXCHANGE TRADED FD T | $2.3B |
ORCLORACLE CORP | $2.3B |
VGTVANGUARD WORLD FDS | $2.3B |
PLDPROLOGIS INC. | $2.3B |
LMTLOCKHEED MARTIN CORP | $2.2B |
UPSUNITED PARCEL SERVICE INC | $2.2B |
ISRGINTUITIVE SURGICAL INC | $2.2B |
VEEVVEEVA SYS INC | $2.1B |
NEENEXTERA ENERGY INC | $2.1B |
AQLTISHARES TR | $2.0B |
AQLTISHARES TR | $2.0B |
ESGUISHARES TR | $2.0B |