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 |
|---|---|
KRKROGER CO | $291K |
VTHRVANGUARD SCOTTSDALE FDS | $291K |
CRCRANE COMPANY | $290K |
SLBSCHLUMBERGER LTD | $290K |
FNFFIDELITY NATIONAL FINANCIAL | $289K |
HIIHUNTINGTON INGALLS INDS INC | $289K |
DALDELTA AIR LINES INC DEL | $289K |
XNCRXENCOR INC | $287K |
IXNISHARES TR | $287K |
INTFISHARES TR | $286K |
AGQPROSHARES TR | $284K |
VONEVANGUARD SCOTTSDALE FDS | $283K |
IEIISHARES TR | $283K |
CBRECBRE GROUP INC | $283K |
ZBHZIMMER BIOMET HOLDINGS INC | $281K |
TYLTYLER TECHNOLOGIES INC | $281K |
PAWZPROSHARES TR | $280K |
KBESPDR SER TR | $279K |
AIC3 AI INC | $277K |
AIGAMERICAN INTL GROUP INC | $276K |
PPLPPL CORP | $275K |
JWNUSDNORDSTROM INC | $274K |
SHVISHARES TR | $274K |
RIORIO TINTO PLC | $273K |
IAGGISHARES TR | $273K |
IGIBISHARES TR | $272K |
ACWVISHARES INC | $272K |
SAPSAP SE | $271K |
CPCANADIAN PACIFIC KANSAS CITY | $269K |
WYWEYERHAEUSER CO MTN BE | $269K |
MGRCMCGRATH RENTCORP | $268K |
STKCOLUMBIA SELIGM PREM TECH GR | $267K |
WTWWILLIS TOWERS WATSON PLC LTD | $264K |
SONSONOCO PRODS CO | $264K |
XEVVXEATON VANCE LTD DURATION INC | $261K |
FLOTISHARES TR | $260K |
SPYXSPDR SER TR | $260K |
WPMWHEATON PRECIOUS METALS CORP | $254K |
MRNAMODERNA INC | $254K |
DFICDIMENSIONAL ETF TRUST | $253K |
HYMBSPDR SER TR | $253K |
CGWINVESCO EXCH TRADED FD TR II | $253K |
ARWRARROWHEAD PHARMACEUTICALS IN | $252K |
HUBBHUBBELL INC | $251K |
GOEVQCANOO INC | $248K |
VOOGVANGUARD ADMIRAL FDS INC | $246K |
PHMPULTE GROUP INC | $245K |
AOSSMITH A O CORP | $245K |
MDBMONGODB INC | $243K |
TFCTRUIST FINL CORP | $243K |
CMECME GROUP INC | $242K |
BDJBLACKROCK ENHANCED EQUITY DI | $241K |
PTHINVESCO EXCHANGE TRADED FD T | $240K |
SNASNAP ON INC | $239K |
FNVFRANCO NEV CORP | $239K |
MTSIMACOM TECH SOLUTIONS HLDGS I | $238K |
ORIOLD REP INTL CORP | $238K |
VISVANGUARD WORLD FD | $238K |
SABRSABRE CORP | $237K |
CUSDTRUST FOR PROFESSIONAL MANAG | $237K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $237K |
CCLCARNIVAL CORP | $236K |
IOTSAMSARA INC | $235K |
HYLBDBX ETF TR | $235K |
EXPDEXPEDITORS INTL WASH INC | $234K |
SKYYFIRST TR EXCHANGE TRADED FD | $234K |
IVOGVANGUARD ADMIRAL FDS INC | $232K |
AJGGALLAGHER ARTHUR J & CO | $231K |
PGXINVESCO EXCH TRADED FD TR II | $230K |
AMLPALPS ETF TR | $228K |
TERTERADYNE INC | $226K |
DRIDARDEN RESTAURANTS INC | $224K |
WBAWALGREENS BOOTS ALLIANCE INC | $224K |
JJACOBS SOLUTIONS INC | $222K |
AQLTISHARES TR | $220K |
RUNSUNRUN INC | $219K |
NTRSNORTHERN TR CORP | $219K |
LGLVSPDR SER TR | $218K |
VEEVVEEVA SYS INC | $217K |
CHKPCHECK POINT SOFTWARE TECH LT | $216K |
BJBJS WHSL CLUB HLDGS INC | $214K |
WASHWASHINGTON TR BANCORP INC | $214K |
AOAISHARES TR | $213K |
CABOCABLE ONE INC | $213K |
SNYSANOFI | $211K |
ATOATMOS ENERGY CORP | $211K |
LHLABORATORY CORP AMER HLDGS | $210K |
SCHRSCHWAB STRATEGIC TR | $209K |
AVYAVERY DENNISON CORP | $208K |
SPGPINVESCO EXCHANGE TRADED FD T | $208K |
WSMWILLIAMS SONOMA INC | $207K |
HACKAMPLIFY ETF TR | $207K |
CIBRFIRST TR EXCHANGE TRADED FD | $206K |
INCYINCYTE CORP | $206K |
VTWOVANGUARD SCOTTSDALE FDS | $205K |
SLYGSPDR SER TR | $204K |
HRBBLOCK H & R INC | $203K |
ADSKAUTODESK INC | $202K |
XEVGXEATON VANCE SHORT DURATION D | $202K |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $202K |