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 |
|---|---|
BALLBALL CORP | $450K |
SNAPSNAP INC | $447K |
PFMINVESCO EXCHANGE TRADED FD T | $447K |
COOCOOPER COS INC | $446K |
DJPBARCLAYS BANK PLC | $446K |
OTISOTIS WORLDWIDE CORP | $444K |
ONEQFIDELITY COMWLTH TR | $444K |
MGKVANGUARD WORLD FD | $443K |
IM8NINSMED INC | $442K |
VAWVANGUARD WORLD FD | $442K |
GGGGRACO INC | $442K |
MLPXGLOBAL X FDS | $441K |
DGRWWISDOMTREE TR | $438K |
IVOVVANGUARD ADMIRAL FDS INC | $436K |
ENPHENPHASE ENERGY INC | $435K |
WCCWESCO INTL INC | $435K |
TTTRANE TECHNOLOGIES PLC | $435K |
SMMDISHARES TR | $434K |
ONON SEMICONDUCTOR CORP | $431K |
USRTISHARES TR | $425K |
ITBISHARES TR | $424K |
PIEINVESCO EXCH TRADED FD TR II | $421K |
KKRKKR & CO INC | $418K |
AXONAXON ENTERPRISE INC | $417K |
BAXBAXTER INTL INC | $416K |
AALAMERICAN AIRLS GROUP INC | $415K |
METMETLIFE INC | $414K |
IDEVISHARES TR | $414K |
QTECFIRST TR NASDAQ 100 TECH IND | $413K |
ZIONZIONS BANCORPORATION N A | $411K |
VRSKVERISK ANALYTICS INC | $407K |
LWLAMB WESTON HLDGS INC | $404K |
WMBWILLIAMS COS INC | $402K |
GBTCGRAYSCALE BITCOIN TR BTC | $398K |
QDFFLEXSHARES TR | $395K |
DFAIDIMENSIONAL ETF TRUST | $390K |
PEOEXELON CORP | $389K |
CHDCHURCH & DWIGHT CO INC | $388K |
IXJISHARES TR | $385K |
DELLDELL TECHNOLOGIES INC | $381K |
DGXQUEST DIAGNOSTICS INC | $380K |
DDOMINION ENERGY INC | $375K |
VMBSVANGUARD SCOTTSDALE FDS | $371K |
PFFISHARES TR | $368K |
AFLAFLAC INC | $368K |
MGCVANGUARD WORLD FD | $363K |
MTUMISHARES TR | $362K |
BPBP PLC | $362K |
KIESPDR SER TR | $360K |
APOAPOLLO GLOBAL MGMT INC | $358K |
CRCCANADIAN NAT RES LTD | $357K |
ABNBAIRBNB INC | $356K |
IYCISHARES TR | $355K |
DC4DEXCOM INC | $352K |
MCXMCCORMICK & CO INC | $351K |
CCOCAMECO CORP | $349K |
OXYOCCIDENTAL PETE CORP | $349K |
WECWEC ENERGY GROUP INC | $347K |
SCHISCHWAB STRATEGIC TR | $343K |
EUSAISHARES INC | $343K |
JEPQJ P MORGAN EXCHANGE TRADED F | $342K |
IBITISHARES BITCOIN TR | $342K |
MRSHMARSH & MCLENNAN COS INC | $341K |
CHTRCHARTER COMMUNICATIONS INC N | $338K |
FAXABRDN ASIA PACIFIC INCOME FU | $337K |
PBWINVESCO EXCHANGE TRADED FD T | $336K |
FITBFIFTH THIRD BANCORP | $336K |
DFAEDIMENSIONAL ETF TRUST | $335K |
SCZISHARES TR | $333K |
VSSVANGUARD INTL EQUITY INDEX F | $329K |
PLTRPALANTIR TECHNOLOGIES INC | $327K |
PGRPROGRESSIVE CORP | $326K |
COWZPACER FDS TR | $323K |
DKNGDRAFTKINGS INC NEW | $321K |
DESWISDOMTREE TR | $319K |
XMESPDR SER TR | $318K |
BABAALIBABA GROUP HLDG LTD | $317K |
WTRGESSENTIAL UTILS INC | $317K |
UTFCOHEN & STEERS INFRASTRUCTUR | $316K |
WELLWELLTOWER INC | $316K |
HALHALLIBURTON CO | $314K |
SIGISELECTIVE INS GROUP INC | $313K |
PHYS/USPROTT PHYSICAL GOLD TR | $310K |
DEODIAGEO PLC | $309K |
XYZBLOCK INC | $308K |
WPCWP CAREY INC | $308K |
RYROYAL BK CDA | $307K |
FCALFIRST TR EXCH TRADED FD III | $306K |
NUSCNUSHARES ETF TR | $306K |
PAGPENSKE AUTOMOTIVE GRP INC | $305K |
BSCPINVESCO EXCH TRD SLF IDX FD | $303K |
BF/BBROWN FORMAN CORP | $302K |
PXDEURPIONEER NAT RES CO | $301K |
ESSESSEX PPTY TR INC | $300K |
IWYISHARES TR | $299K |
FEFIRSTENERGY CORP | $297K |
LQDISHARES TR | $296K |
CAGCONAGRA BRANDS INC | $295K |
XMMOINVESCO EXCHANGE TRADED FD T | $295K |
IBDUISHARES TR | $293K |