EP Wealth Advisors, LLC Q1 2024 Filing
Filed May 14, 2024
Portfolio Value
$8.6M
Holdings
833
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (833 positions)
| Stock | Value |
|---|---|
DLNWISDOMTREE TR | $4K |
STLDSTEEL DYNAMICS INC | $4K |
GDGENERAL DYNAMICS CORP | $4K |
DOVDOVER CORP | $4K |
TXNTEXAS INSTRS INC | $4K |
COPCONOCOPHILLIPS | $4K |
AVEMAMERICAN CENTY ETF TR | $4K |
IEMGISHARES INC | $4K |
NULVNUSHARES ETF TR | $4K |
JPSTJ P MORGAN EXCHANGE TRADED F | $4K |
GILDGILEAD SCIENCES INC | $3K |
IUSVISHARES TR | $3K |
GEGENERAL ELECTRIC CO | $3K |
VCSHVANGUARD SCOTTSDALE FDS | $3K |
XLUSELECT SECTOR SPDR TR | $3K |
ACWIISHARES TR | $3K |
VLUEISHARES TR | $3K |
MPCMARATHON PETE CORP | $3K |
GBDCGOLUB CAP BDC INC | $3K |
UPSUNITED PARCEL SERVICE INC | $3K |
SCHVSCHWAB STRATEGIC TR | $3K |
IBDRISHARES TR | $3K |
VVVANGUARD INDEX FDS | $3K |
UBSIUNITED BANKSHARES INC WEST V | $3K |
TIPISHARES TR | $3K |
BSCRINVESCO EXCH TRD SLF IDX FD | $3K |
BKNGBOOKING HOLDINGS INC | $3K |
USBUS BANCORP DEL | $3K |
BXBLACKSTONE INC | $3K |
SOFISOFI TECHNOLOGIES INC | $3K |
ARESARES MANAGEMENT CORPORATION | $3K |
BMYBRISTOL-MYERS SQUIBB CO | $3K |
SSDSIMPSON MFG INC | $3K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $3K |
UBERUBER TECHNOLOGIES INC | $3K |
SMOTVANECK ETF TRUST | $2K |
DUKDUKE ENERGY CORP NEW | $2K |
SCHASCHWAB STRATEGIC TR | $2K |
SCHESCHWAB STRATEGIC TR | $2K |
SPYGSPDR SER TR | $2K |
FAFFIRST AMERN FINL CORP | $2K |
GPCGENUINE PARTS CO | $2K |
ITA*ISHARES TR | $2K |
VTRSVIATRIS INC | $2K |
BONDPIMCO ETF TR | $2K |
FNCLFIDELITY COVINGTON TRUST | $2K |
SOXXISHARES TR | $2K |
NOBLPROSHARES TR | $2K |
SPLVINVESCO EXCH TRADED FD TR II | $2K |
VXUSVANGUARD STAR FDS | $2K |
VNQVANGUARD INDEX FDS | $2K |
KMBKIMBERLY-CLARK CORP | $2K |
FICOFAIR ISAAC CORP | $2K |
CZAINVESCO EXCHANGE TRADED FD T | $2K |
IWRISHARES TR | $2K |
FDVVFIDELITY COVINGTON TRUST | $2K |
4I1PHILIP MORRIS INTL INC | $2K |
ITOTISHARES TR | $2K |
PCARPACCAR INC | $2K |
IYY*ISHARES TR | $2K |
FDNFIRST TR EXCHANGE-TRADED FD | $2K |
EWEDWARDS LIFESCIENCES CORP | $2K |
SCHWSCHWAB CHARLES CORP | $2K |
PANWPALO ALTO NETWORKS INC | $2K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $2K |
PZTINVESCO EXCH TRADED FD TR II | $2K |
VRTXVERTEX PHARMACEUTICALS INC | $2K |
IDXXIDEXX LABS INC | $2K |
WMWASTE MGMT INC DEL | $2K |
GDXVANECK ETF TRUST | $2K |
XLRESELECT SECTOR SPDR TR | $2K |
TAT&T INC | $2K |
FISVFISERV INC | $2K |
BRBROADRIDGE FINL SOLUTIONS IN | $2K |
AVDVAMERICAN CENTY ETF TR | $2K |
YUMYUM BRANDS INC | $2K |
DECKDECKERS OUTDOOR CORP | $2K |
MGVVANGUARD WORLD FD | $2K |
EFGISHARES TR | $2K |
CMGCHIPOTLE MEXICAN GRILL INC | $2K |
USFRWISDOMTREE TR | $2K |
IXUSISHARES TR | $2K |
ENSGENSIGN GROUP INC | $2K |
PWRQUANTA SVCS INC | $2K |
SPYVSPDR SER TR | $2K |
FDISFIDELITY COVINGTON TRUST | $2K |
SLVISHARES SILVER TR | $2K |
VCITVANGUARD SCOTTSDALE FDS | $2K |
EMBISHARES TR | $2K |
VDCVANGUARD WORLD FD | $2K |
CITHE CIGNA GROUP | $2K |
CSXCSX CORP | $2K |
BSVVANGUARD BD INDEX FDS | $2K |
SPDWSPDR INDEX SHS FDS | $2K |
IYHISHARES TR | $2K |
MOALTRIA GROUP INC | $2K |
CRWDCROWDSTRIKE HLDGS INC | $2K |
DYHTARGET CORP | $2K |
DFUSDIMENSIONAL ETF TRUST | $2K |
PLDPROLOGIS INC. | $2K |