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 |
|---|---|
SCHZSCHWAB STRATEGIC TR | $2.0M |
TIPISHARES TR | $2.0M |
MDYSPDR S&P MIDCAP 400 ETF TR | $2.0M |
GLPIGAMING & LEISURE PPTYS INC | $2.0M |
XLESELECT SECTOR SPDR TR | $1.9M |
MRKMERCK & CO INC | $1.9M |
SHMSPDR SER TR | $1.9M |
LLYLILLY ELI & CO | $1.9M |
ICFISHARES TR | $1.8M |
VGKVANGUARD INTL EQUITY INDEX F | $1.8M |
VYMVANGUARD WHITEHALL FDS | $1.8M |
MMM3M CO | $1.7M |
MUMICRON TECHNOLOGY INC | $1.7M |
JCIJOHNSON CTLS INTL PLC | $1.7M |
XLVSELECT SECTOR SPDR TR | $1.7M |
INTUINTUIT | $1.7M |
IWRISHARES TR | $1.6M |
CRMSALESFORCE COM INC | $1.6M |
QAIINDEXIQ ETF TR | $1.6M |
COPCONOCOPHILLIPS | $1.6M |
MAMASTERCARD INCORPORATED | $1.6M |
IBMINTERNATIONAL BUSINESS MACHS | $1.5M |
SCHWSCHWAB CHARLES CORP | $1.5M |
MOALTRIA GROUP INC | $1.5M |
DONWISDOMTREE TR | $1.5M |
GEGENERAL ELECTRIC CO | $1.5M |
SPEMSPDR INDEX SHS FDS | $1.4M |
IUSGISHARES TR | $1.4M |
SSDSIMPSON MFG INC | $1.4M |
IYWISHARES TR | $1.4M |
BSVVANGUARD BD INDEX FDS | $1.4M |
GBCIGLACIER BANCORP INC NEW | $1.4M |
EXREXTRA SPACE STORAGE INC | $1.4M |
USMVISHARES TR | $1.4M |
SPTMSPDR SER TR | $1.4M |
MDGLMADRIGAL PHARMACEUTICALS INC | $1.4M |
TXNTEXAS INSTRS INC | $1.4M |
NFLXNETFLIX INC | $1.4M |
YUMYUM BRANDS INC | $1.4M |
TERTERADYNE INC | $1.3M |
GISGENERAL MLS INC | $1.3M |
VSGXVANGUARD WORLD FD | $1.3M |
BXBLACKSTONE INC | $1.3M |
XTISHARES TR | $1.3M |
ATVIEURACTIVISION BLIZZARD INC | $1.3M |
AQLTISHARES TR | $1.3M |
—ISHARES TR | $1.3M |
CATCATERPILLAR INC | $1.2M |
DFUSDIMENSIONAL ETF TRUST | $1.2M |
GQ9SPDR GOLD TR | $1.2M |
CSXCSX CORP | $1.2M |
DOWDOW INC | $1.2M |
WPCWP CAREY INC | $1.2M |
VTVANGUARD INTL EQUITY INDEX F | $1.2M |
4I1PHILIP MORRIS INTL INC | $1.1M |
MARMARRIOTT INTL INC NEW | $1.1M |
TFCTRUIST FINL CORP | $1.1M |
WWDWOODWARD INC | $1.1M |
DGXQUEST DIAGNOSTICS INC | $1.1M |
PHYS/USPROTT PHYSICAL GOLD TR | $1.1M |
AREALEXANDRIA REAL ESTATE EQ IN | $1.1M |
SOSOUTHERN CO | $1.1M |
ABNBAIRBNB INC | $1.1M |
TJXTJX COS INC NEW | $1.1M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $1.1M |
PYPLPAYPAL HLDGS INC | $1.1M |
EQIXEQUINIX INC | $1.1M |
KMBKIMBERLY-CLARK CORP | $1.0M |
ADPAUTOMATIC DATA PROCESSING IN | $1.0M |
CABOCABLE ONE INC | $1.0M |
SHELSHELL PLC | $1.0M |
DHID R HORTON INC | $1.0M |
BSYBENTLEY SYS INC | $999K |
DONSPDR DOW JONES INDL AVERAGE | $991K |
TWLOTWILIO INC | $966K |
DWASINVESCO EXCH TRADED FD TR II | $966K |
EWBCEAST WEST BANCORP INC | $961K |
LINLINDE PLC | $960K |
PTFINVESCO EXCHANGE TRADED FD T | $959K |
IEMGISHARES INC | $952K |
AG8AGILENT TECHNOLOGIES INC | $949K |
PZAINVESCO EXCH TRADED FD TR II | $947K |
PBWINVESCO EXCHANGE TRADED FD T | $927K |
IGPTINVESCO EXCHANGE TRADED FD T | $924K |
ILCGISHARES TR | $922K |
DHRDANAHER CORPORATION | $917K |
PFMINVESCO EXCHANGE TRADED FD T | $917K |
SHWSHERWIN WILLIAMS CO | $909K |
SOXXISHARES TR | $908K |
GUNRFLEXSHARES TR | $907K |
ZIONZIONS BANCORPORATION N A | $904K |
SCHMSCHWAB STRATEGIC TR | $895K |
HYGISHARES TR | $890K |
TTCTORO CO | $887K |
CLXCLOROX CO DEL | $845K |
LHXL3HARRIS TECHNOLOGIES INC | $831K |
MDLZMONDELEZ INTL INC | $824K |
DUKDUKE ENERGY CORP NEW | $812K |
TSNTYSON FOODS INC | $811K |
APPAPPLOVIN CORP | $796K |