EP Wealth Advisors, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$12.5B
Holdings
1,282
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,282 positions)
| Stock | Value |
|---|---|
VUGVANGUARD INDEX FDS | $1.2B |
AAPLAPPLE INC | $448.0M |
BIVVANGUARD BD INDEX FDS | $413.1M |
VTVVANGUARD INDEX FDS | $411.7M |
VIGIVANGUARD WHITEHALL FDS | $356.5M |
IGSBISHARES TR | $299.2M |
MSFTMICROSOFT CORP | $268.6M |
VOTVANGUARD INDEX FDS | $259.8M |
VWOVANGUARD INTL EQUITY INDEX F | $245.0M |
VOEVANGUARD INDEX FDS | $243.3M |
AGGISHARES TR | $232.1M |
SPYSPDR S&P 500 ETF TR | $227.4M |
AMZNAMAZON COM INC | $206.5M |
DFLVDIMENSIONAL ETF TRUST | $197.9M |
FUNLADVISOR MANAGED PORTFOLIOS | $176.5M |
JPMJPMORGAN CHASE & CO. | $172.8M |
GOOGLALPHABET INC | $161.7M |
NVDANVIDIA CORPORATION | $157.5M |
DFATDIMENSIONAL ETF TRUST | $155.3M |
VBKVANGUARD INDEX FDS | $151.5M |
AVGOBROADCOM INC | $147.3M |
XLKSELECT SECTOR SPDR TR | $142.6M |
COSTCOSTCO WHSL CORP NEW | $132.1M |
AQLTISHARES TR | $132.0M |
DFIVDIMENSIONAL ETF TRUST | $118.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $108.9M |
METAMETA PLATFORMS INC | $108.3M |
XOMEXXON MOBIL CORP | $107.2M |
MUBISHARES TR | $100.1M |
VOOVANGUARD INDEX FDS | $94.9M |
JNJJOHNSON & JOHNSON | $93.3M |
VVISA INC | $86.2M |
RTXRTX CORPORATION | $78.0M |
CSCOCISCO SYS INC | $72.8M |
SYKSTRYKER CORPORATION | $72.5M |
NEENEXTERA ENERGY INC | $72.1M |
CMFISHARES TR | $71.7M |
MCDMCDONALDS CORP | $70.0M |
XLBSELECT SECTOR SPDR TR | $69.0M |
IWFISHARES TR | $64.5M |
ALSALLSTATE CORP | $64.2M |
AMTAMERICAN TOWER CORP NEW | $61.3M |
JSCPJ P MORGAN EXCHANGE TRADED F | $59.2M |
IWDISHARES TR | $58.9M |
BLKBLACKROCK INC | $57.8M |
HONHONEYWELL INTL INC | $57.3M |
LLYELI LILLY & CO | $57.1M |
DFSVDIMENSIONAL ETF TRUST | $57.1M |
SPGIS&P GLOBAL INC | $55.8M |
VWOBVANGUARD WHITEHALL FDS | $55.1M |
PEPPEPSICO INC | $54.3M |
UNPUNION PAC CORP | $54.0M |
VTIVANGUARD INDEX FDS | $53.7M |
XLESELECT SECTOR SPDR TR | $52.8M |
BILSPDR SER TR | $52.3M |
IVVISHARES TR | $49.2M |
XLFISELECT SECTOR SPDR TR | $48.9M |
DFACDIMENSIONAL ETF TRUST | $48.5M |
NDQINVESCO QQQ TR | $48.0M |
ESGDISHARES TR | $45.1M |
VEAVANGUARD TAX-MANAGED FDS | $43.8M |
UNHUNITEDHEALTH GROUP INC | $43.5M |
ZTSZOETIS INC | $42.7M |
CMCSACOMCAST CORP NEW | $40.4M |
GOOGALPHABET INC | $39.6M |
VTEBVANGUARD MUN BD FDS | $38.6M |
XOPSPDR SER TR | $38.1M |
IWPISHARES TR | $37.2M |
DFAIDIMENSIONAL ETF TRUST | $36.8M |
HCAHCA HEALTHCARE INC | $36.2M |
XLYSELECT SECTOR SPDR TR | $34.9M |
PZAINVESCO EXCH TRADED FD TR II | $33.5M |
ORLYOREILLY AUTOMOTIVE INC | $32.9M |
TJXTJX COS INC NEW | $32.8M |
TAXXBONDBLOXX ETF TRUST | $32.7M |
SOSOUTHERN CO | $31.9M |
WMWASTE MGMT INC DEL | $30.7M |
HDHOME DEPOT INC | $30.1M |
EFVISHARES TR | $29.8M |
CRMSALESFORCE INC | $28.9M |
BCCCGLOBAL X FDS | $28.5M |
NKENIKE INC | $27.8M |
QQQMINVESCO EXCH TRADED FD TR II | $27.8M |
WELLWELLTOWER INC | $27.8M |
AMLPALPS ETF TR | $27.6M |
VIGVANGUARD SPECIALIZED FUNDS | $27.5M |
ABBVABBVIE INC | $26.4M |
VBVANGUARD INDEX FDS | $26.0M |
VLOVALERO ENERGY CORP | $25.5M |
SRESEMPRA | $25.5M |
GPNGLOBAL PMTS INC | $25.4M |
MGKVANGUARD WORLD FD | $25.0M |
CVXCHEVRON CORP NEW | $24.6M |
LVLNSPDR SER TR | $24.4M |
KEYSKEYSIGHT TECHNOLOGIES INC | $24.2M |
DFICDIMENSIONAL ETF TRUST | $23.9M |
TSLATESLA INC | $23.8M |
ROKROCKWELL AUTOMATION INC | $23.4M |
MOATVANECK ETF TRUST | $23.2M |
ACNACCENTURE PLC IRELAND | $22.8M |
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