EP Wealth Advisors, LLC Q1 2024 Filing
Filed May 14, 2024
Portfolio Value
$8.6B
Holdings
833
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (833 positions)
| Stock | Value |
|---|---|
VUGVANGUARD INDEX FDS | $1.0B |
VTVVANGUARD INDEX FDS | $415.9M |
AAPLAPPLE INC | $314.3M |
MSFTMICROSOFT CORP | $266.7M |
SPYSPDR S&P 500 ETF TR | $199.7M |
VIGIVANGUARD WHITEHALL FDS | $191.4M |
AMZNAMAZON COM INC | $186.4M |
IGSBISHARES TR | $155.7M |
AGGISHARES TR | $152.0M |
JPMJPMORGAN CHASE & CO | $128.4M |
GOOGLALPHABET INC | $127.6M |
AVGOBROADCOM INC | $124.9M |
VWOVANGUARD INTL EQUITY INDEX F | $121.6M |
BIVVANGUARD BD INDEX FDS | $120.7M |
COSTCOSTCO WHSL CORP NEW | $111.3M |
VOTVANGUARD INDEX FDS | $108.6M |
AQLTISHARES TR | $108.2M |
MUBISHARES TR | $102.4M |
VOEVANGUARD INDEX FDS | $101.5M |
XLKSELECT SECTOR SPDR TR | $97.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $90.1M |
XOMEXXON MOBIL CORP | $86.6M |
METAMETA PLATFORMS INC | $85.2M |
DFSVDIMENSIONAL ETF TRUST | $80.3M |
NEENEXTERA ENERGY INC | $77.3M |
JNJJOHNSON & JOHNSON | $74.5M |
HCAHCA HEALTHCARE INC | $73.9M |
CMFISHARES TR | $72.7M |
DFATDIMENSIONAL ETF TRUST | $71.7M |
NVDANVIDIA CORPORATION | $71.2M |
DFLVDIMENSIONAL ETF TRUST | $68.5M |
VBKVANGUARD INDEX FDS | $67.5M |
HONHONEYWELL INTL INC | $66.3M |
SYKSTRYKER CORPORATION | $66.1M |
VVISA INC | $59.0M |
CSCOCISCO SYS INC | $58.2M |
DFIVDIMENSIONAL ETF TRUST | $57.6M |
AMTAMERICAN TOWER CORP NEW | $57.4M |
SBUXSTARBUCKS CORP | $57.4M |
IWDISHARES TR | $56.5M |
PEPPEPSICO INC | $55.8M |
XLVSELECT SECTOR SPDR TR | $55.2M |
ALSALLSTATE CORP | $53.5M |
KEYSKEYSIGHT TECHNOLOGIES INC | $53.2M |
DISDISNEY WALT CO | $53.2M |
RTXRTX CORPORATION | $51.5M |
BLKCHFBLACKROCK INC | $48.6M |
UNPUNION PAC CORP | $48.6M |
CVSCVS HEALTH CORP | $48.6M |
XLBSELECT SECTOR SPDR TR | $45.1M |
JSCPJ P MORGAN EXCHANGE TRADED F | $44.2M |
BILSPDR SER TR | $43.6M |
SPGIS&P GLOBAL INC | $43.4M |
IVVISHARES TR | $41.7M |
VTIVANGUARD INDEX FDS | $41.3M |
NDQINVESCO QQQ TR | $39.5M |
UNHUNITEDHEALTH GROUP INC | $39.3M |
XLFISELECT SECTOR SPDR TR | $39.2M |
XLYSELECT SECTOR SPDR TR | $37.0M |
ZTSZOETIS INC | $36.3M |
VEAVANGUARD TAX-MANAGED FDS | $35.2M |
VTEBVANGUARD MUN BD FDS | $35.2M |
IWFISHARES TR | $35.0M |
CMCSACOMCAST CORP NEW | $34.2M |
DFACDIMENSIONAL ETF TRUST | $31.7M |
MOATVANECK ETF TRUST | $30.8M |
VWOBVANGUARD WHITEHALL FDS | $30.8M |
PZAINVESCO EXCH TRADED FD TR II | $30.1M |
GOOGALPHABET INC | $29.9M |
ESGDISHARES TR | $29.9M |
GPNGLOBAL PMTS INC | $29.8M |
VLOVALERO ENERGY CORP | $29.7M |
LBAYTIDAL ETF TR | $29.1M |
VOOVANGUARD INDEX FDS | $26.4M |
SOSOUTHERN CO | $25.9M |
HDHOME DEPOT INC | $25.7M |
SRESEMPRA | $25.5M |
LLYELI LILLY & CO | $24.3M |
MRKMERCK & CO INC | $24.0M |
NKENIKE INC | $23.6M |
VIGVANGUARD SPECIALIZED FUNDS | $23.3M |
ROKROCKWELL AUTOMATION INC | $22.4M |
VBVANGUARD INDEX FDS | $22.3M |
PWZINVESCO EXCH TRADED FD TR II | $18.9M |
FDRRFIDELITY COVINGTON TRUST | $18.6M |
GMGENERAL MTRS CO | $18.2M |
SKYWSKYWEST INC | $17.8M |
LOWLOWES COS INC | $17.2M |
IJHISHARES TR | $17.0M |
RSPTINVESCO EXCHANGE TRADED FD T | $16.6M |
BACBANK AMERICA CORP | $16.3M |
CVXCHEVRON CORP NEW | $16.3M |
ABBVABBVIE INC | $16.1M |
MDYSPDR S&P MIDCAP 400 ETF TR | $15.8M |
MCDMCDONALDS CORP | $15.6M |
IJRISHARES TR | $13.6M |
PGPROCTER AND GAMBLE CO | $13.1M |
JMSIJ P MORGAN EXCHANGE TRADED F | $13.0M |
QCOMQUALCOMM INC | $12.9M |
DFASDIMENSIONAL ETF TRUST | $12.7M |
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