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 |
|---|---|
IBBISHARES TR | $1.4M |
VEUVANGUARD INTL EQUITY INDEX F | $1.4M |
PSXPHILLIPS 66 | $1.4M |
CDWCDW CORP | $1.4M |
BTZBLACKROCK CR ALLOCATION INCO | $1.3M |
HDVISHARES TR | $1.3M |
OUNZVANECK MERK GOLD TR | $1.3M |
MARMARRIOTT INTL INC NEW | $1.3M |
KHCKRAFT HEINZ CO | $1.3M |
FBTCFIDELITY WISE ORIGIN BITCOIN | $1.3M |
NEARISHARES U S ETF TR | $1.3M |
SHWSHERWIN WILLIAMS CO | $1.3M |
QUALISHARES TR | $1.3M |
SCHBSCHWAB STRATEGIC TR | $1.3M |
MCHPMICROCHIP TECHNOLOGY INC. | $1.3M |
APDAIR PRODS & CHEMS INC | $1.3M |
NVSNNOVARTIS AG | $1.3M |
GSGOLDMAN SACHS GROUP INC | $1.3M |
GNMAISHARES TR | $1.2M |
AQLTISHARES TR | $1.2M |
JEPIJ P MORGAN EXCHANGE TRADED F | $1.2M |
PTFINVESCO EXCHANGE TRADED FD T | $1.2M |
GUNRFLEXSHARES TR | $1.2M |
DEDEERE & CO | $1.2M |
ITWILLINOIS TOOL WKS INC | $1.2M |
LVLNSPDR SER TR | $1.2M |
EDCONSOLIDATED EDISON INC | $1.2M |
AG8AGILENT TECHNOLOGIES INC | $1.2M |
ESGVVANGUARD WORLD FD | $1.2M |
DHID R HORTON INC | $1.1M |
AMEAMETEK INC | $1.1M |
ESGUISHARES TR | $1.1M |
FNDFSCHWAB STRATEGIC TR | $1.1M |
SPYDSPDR SER TR | $1.1M |
IGPTINVESCO EXCHANGE TRADED FD T | $1.1M |
AZNASTRAZENECA PLC | $1.1M |
STIPISHARES TR | $1.1M |
NEMNEWMONT CORP | $1.1M |
AKAMAKAMAI TECHNOLOGIES INC | $1.1M |
VYMIVANGUARD WHITEHALL FDS | $1.1M |
LINLINDE PLC | $1.1M |
CNCCENTENE CORP DEL | $1.1M |
VGKVANGUARD INTL EQUITY INDEX F | $1.1M |
IRMIRON MTN INC DEL | $1.0M |
FELCFIDELITY COVINGTON TRUST | $1.0M |
LULULULULEMON ATHLETICA INC | $1.0M |
FFORD MTR CO DEL | $1.0M |
OREALTY INCOME CORP | $1.0M |
SHELSHELL PLC | $1.0M |
NUSNU SKIN ENTERPRISES INC | $993K |
PSNPARSONS CORP DEL | $986K |
DWDMORGAN STANLEY | $976K |
GEMGOLDMAN SACHS ETF TR | $975K |
EXREXTRA SPACE STORAGE INC | $975K |
VPUVANGUARD WORLD FD | $975K |
CLXCLOROX CO DEL | $972K |
DOWDOW INC | $971K |
IBDSISHARES TR | $963K |
GBCIGLACIER BANCORP INC NEW | $958K |
BTTBLACKROCK MUN TARGET TERM TR | $954K |
CPAYCORPAY INC | $948K |
TRMBTRIMBLE INC | $939K |
CBCHUBB LIMITED | $931K |
OEFISHARES TR | $917K |
NXPINXP SEMICONDUCTORS N V | $913K |
SHOPSHOPIFY INC | $910K |
PKBINVESCO EXCHANGE TRADED FD T | $904K |
ROSTROSS STORES INC | $901K |
TTDTHE TRADE DESK INC | $896K |
ILCGISHARES TR | $896K |
ADIANALOG DEVICES INC | $895K |
FDXFEDEX CORP | $895K |
TRVCCITIGROUP INC | $887K |
DWASINVESCO EXCH TRADED FD TR II | $876K |
PSIINVESCO EXCHANGE TRADED FD T | $873K |
BSXBOSTON SCIENTIFIC CORP | $859K |
TMUST-MOBILE US INC | $846K |
BROBROWN & BROWN INC | $845K |
VTVANGUARD INTL EQUITY INDEX F | $844K |
FNDXSCHWAB STRATEGIC TR | $840K |
ICEINTERCONTINENTAL EXCHANGE IN | $839K |
LENLENNAR CORP | $833K |
SPEMSPDR INDEX SHS FDS | $831K |
DNLIDENALI THERAPEUTICS INC | $831K |
VDEVANGUARD WORLD FD | $823K |
8CWCROWN CASTLE INC | $822K |
WWDWOODWARD INC | $822K |
EOGEOG RES INC | $821K |
TTCTORO CO | $803K |
HUMHUMANA INC | $800K |
IJTISHARES TR | $795K |
BSCOINVESCO EXCH TRD SLF IDX FD | $795K |
EMREMERSON ELEC CO | $790K |
IAU*ISHARES GOLD TR | $782K |
FENYFIDELITY COVINGTON TRUST | $778K |
EWBCEAST WEST BANCORP INC | $775K |
MSIMOTOROLA SOLUTIONS INC | $775K |
HLTHILTON WORLDWIDE HLDGS INC | $771K |
TLTISHARES TR | $765K |
AEPAMERICAN ELEC PWR CO INC | $762K |