EP Wealth Advisors, LLC Q1 2022 Filing
Filed May 20, 2022
Portfolio Value
$4.6B
Holdings
635
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (635 positions)
| Stock | Value |
|---|---|
BACVERIZON COMMUNICATIONS INC | $4K |
NKENIKE INC | $4K |
INTCINTEL CORP | $4K |
SCHGSCHWAB STRATEGIC TR | $4K |
SDYSPDR SER TR | $4K |
IJHISHARES TR | $4K |
BIVVANGUARD BD INDEX FDS | $4K |
VEUVANGUARD INTL EQUITY INDEX F | $4K |
IBDPISHARES TR | $4K |
VGITVANGUARD SCOTTSDALE FDS | $3K |
IWBISHARES TR | $3K |
VMBSVANGUARD SCOTTSDALE FDS | $3K |
EMBISHARES TR | $3K |
KOCOCA COLA CO | $3K |
VVVANGUARD INDEX FDS | $3K |
IUSVISHARES TR | $3K |
AXPAMERICAN EXPRESS CO | $3K |
EFVISHARES TR | $3K |
PDPINVESCO EXCHANGE TRADED FD T | $3K |
KLACKLA CORP | $3K |
VWOBVANGUARD WHITEHALL FDS | $3K |
TAT&T INC | $3K |
VLUEISHARES TR | $3K |
GDGENERAL DYNAMICS CORP | $3K |
GWWGRAINGER W W INC | $3K |
IYY*ISHARES TR | $3K |
VCITVANGUARD SCOTTSDALE FDS | $3K |
VGSHVANGUARD SCOTTSDALE FDS | $3K |
UBSIUNITED BANKSHARES INC WEST V | $3K |
DJPBARCLAYS BANK PLC | $3K |
ABTABBOTT LABS | $3K |
BNDVANGUARD BD INDEX FDS | $3K |
BABOEING CO | $3K |
BONDPIMCO ETF TR | $3K |
DFIVDIMENSIONAL ETF TRUST | $3K |
XLFSELECT SECTOR SPDR TR | $3K |
FDNFIRST TR EXCHANGE-TRADED FD | $3K |
DLNWISDOMTREE TR | $3K |
VOVANGUARD INDEX FDS | $3K |
MGVVANGUARD WORLD FD | $3K |
STLDSTEEL DYNAMICS INC | $3K |
CLCOLGATE PALMOLIVE CO | $3K |
MCKMCKESSON CORP | $2K |
SCHBSCHWAB STRATEGIC TR | $2K |
CMCSACOMCAST CORP NEW | $2K |
VTEBVANGUARD MUN BD FDS | $2K |
SPLVINVESCO EXCH TRADED FD TR II | $2K |
FAFFIRST AMERN FINL CORP | $2K |
ADBEADOBE SYSTEMS INCORPORATED | $2K |
ACNACCENTURE PLC IRELAND | $2K |
FDVVFIDELITY COVINGTON TRUST | $2K |
DYHTARGET CORP | $2K |
CZAINVESCO EXCHANGE TRADED FD T | $2K |
ORCLORACLE CORP | $2K |
VGTVANGUARD WORLD FDS | $2K |
PLDPROLOGIS INC. | $2K |
LMTLOCKHEED MARTIN CORP | $2K |
UPSUNITED PARCEL SERVICE INC | $2K |
ISRGINTUITIVE SURGICAL INC | $2K |
VEEVVEEVA SYS INC | $2K |
NEENEXTERA ENERGY INC | $2K |
AQLTISHARES TR | $2K |
AQLTISHARES TR | $2K |
ESGUISHARES TR | $2K |
SCHZSCHWAB STRATEGIC TR | $2K |
TIPISHARES TR | $2K |
MDYSPDR S&P MIDCAP 400 ETF TR | $2K |
GLPIGAMING & LEISURE PPTYS INC | $2K |
XLESELECT SECTOR SPDR TR | $2K |
MRKMERCK & CO INC | $2K |
SHMSPDR SER TR | $2K |
LLYLILLY ELI & CO | $2K |
ICFISHARES TR | $2K |
VGKVANGUARD INTL EQUITY INDEX F | $2K |
VYMVANGUARD WHITEHALL FDS | $2K |
MMM3M CO | $2K |
MUMICRON TECHNOLOGY INC | $2K |
JCIJOHNSON CTLS INTL PLC | $2K |
XLVSELECT SECTOR SPDR TR | $2K |
INTUINTUIT | $2K |
IWRISHARES TR | $2K |
CRMSALESFORCE COM INC | $2K |
QAIINDEXIQ ETF TR | $2K |
COPCONOCOPHILLIPS | $2K |
MAMASTERCARD INCORPORATED | $2K |
IBMINTERNATIONAL BUSINESS MACHS | $2K |
MOALTRIA GROUP INC | $2K |
SCHWSCHWAB CHARLES CORP | $2K |
DONWISDOMTREE TR | $2K |
GEGENERAL ELECTRIC CO | $1K |
SPEMSPDR INDEX SHS FDS | $1K |
IUSGISHARES TR | $1K |
SSDSIMPSON MFG INC | $1K |
IYWISHARES TR | $1K |
BSVVANGUARD BD INDEX FDS | $1K |
GBCIGLACIER BANCORP INC NEW | $1K |
EXREXTRA SPACE STORAGE INC | $1K |
SPTMSPDR SER TR | $1K |
USMVISHARES TR | $1K |
MDGLMADRIGAL PHARMACEUTICALS INC | $1K |