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 |
|---|---|
EPCEDGEWELL PERS CARE CO | $202K |
TAPMOLSON COORS BEVERAGE CO | $200K |
MDGLMADRIGAL PHARMACEUTICALS INC | $200K |
VAWVANGUARD WORLD FD | $200K |
CWISPDR INDEX SHS FDS | $199K |
AVUSAMERICAN CENTY ETF TR | $198K |
GOVIINVESCO EXCH TRADED FD TR II | $198K |
AQLTISHARES TR | $198K |
DFIPDIMENSIONAL ETF TRUST | $198K |
VTYVERINT SYS INC | $195K |
XMLVINVESCO EXCH TRADED FD TR II | $195K |
FHLCFIDELITY COVINGTON TRUST | $194K |
ALEXALEXANDER & BALDWIN INC NEW | $191K |
UMHUMH PPTYS INC | $191K |
KROKRONOS WORLDWIDE INC | $190K |
IVZINVESCO LTD | $189K |
FNDCSCHWAB STRATEGIC TR | $189K |
KBESPDR SER TR | $189K |
PWVINVESCO EXCHANGE TRADED FD T | $188K |
SPTLSPDR SER TR | $187K |
XEVVXEATON VANCE LIMITED DURATION | $186K |
RIVNRIVIAN AUTOMOTIVE INC | $185K |
AVLVAMERICAN CENTY ETF TR | $184K |
J40TPROSHARES TR | $184K |
TMFGRBB FD INC | $183K |
IVLUISHARES TR | $182K |
IGRCBRE GBL REAL ESTATE INC FD | $182K |
OLMAOLEMA PHARMACEUTICALS INC | $181K |
COMPCOMPASS INC | $180K |
RPGINVESCO EXCHANGE TRADED FD T | $179K |
PTHINVESCO EXCHANGE TRADED FD T | $178K |
G2CEVERI HLDGS INC | $176K |
IYJISHARES TR | $175K |
BSMBLACK STONE MINERALS L P | $175K |
DVYEISHARES INC | $171K |
SCHCSCHWAB STRATEGIC TR | $170K |
GOODGLADSTONE COMMERCIAL CORP | $169K |
SNCYSUN CTRY AIRLS HLDGS INC | $168K |
IYFISHARES TR | $167K |
IYEISHARES TR | $166K |
FEMRFIDELITY COVINGTON TRUST | $166K |
RSPHINVESCO EXCHANGE TRADED FD T | $164K |
REGLPROSHARES TR | $164K |
BCSBARCLAYS PLC | $163K |
MUCBLACKROCK MUNIHLDNGS CALI QL | $163K |
SCHISCHWAB STRATEGIC TR | $162K |
VMBSVANGUARD SCOTTSDALE FDS | $162K |
BVSBIOVENTUS INC | $160K |
BITBLACKROCK MULTI SECTOR INC T | $159K |
BSMRINVESCO EXCH TRD SLF IDX FD | $155K |
EQWLINVESCO EXCHANGE TRADED FD T | $154K |
CRBNISHARES TR | $154K |
FTCSFIRST TR EXCHANGE-TRADED FD | $153K |
IMTMISHARES TR | $152K |
GSLCGOLDMAN SACHS ETF TR | $151K |
DFCFDIMENSIONAL ETF TRUST | $151K |
KCESPDR SER TR | $150K |
PDTHANCOCK JOHN PREM DIVID FD | $149K |
53SBRIDGE INVT GROUP HLDGS INC | $148K |
WBAWALGREENS BOOTS ALLIANCE INC | $147K |
AGSPLAYAGS INC | $147K |
ICLNISHARES TR | $147K |
DFSUDIMENSIONAL ETF TRUST | $145K |
HEIHEICO CORP NEW | $145K |
IYKISHARES TR | $144K |
BLOKAMPLIFY ETF TR | $143K |
AHHARMADA HOFFLER PPTYS INC | $143K |
OXLCLOXFORD LANE CAP CORP | $143K |
ACHRARCHER AVIATION INC | $141K |
BBJPJ P MORGAN EXCHANGE TRADED F | $140K |
XNCRXENCOR INC | $139K |
FTXNFIRST TR EXCHANGE TRADED FD | $139K |
URTHISHARES INC | $138K |
SPHYSPDR SER TR | $138K |
TCMDTACTILE SYS TECHNOLOGY INC | $138K |
SMMVISHARES TR | $137K |
SHYISHARES TR | $136K |
IYTISHARES TR | $134K |
COSTCOSTCO WHSL CORP NEW | $132K |
SPXNPROSHARES TR | $131K |
NACNUVEEN CA QUALTY MUN INCOME | $131K |
FELCFIDELITY COVINGTON TRUST | $130K |
EWCISHARES INC | $129K |
XJQCXNUVEEN CR STRATEGIES INCOME | $129K |
KGCKINROSS GOLD CORP | $128K |
LXFRLUXFER HLDGS PLC | $124K |
NLRVANECK ETF TRUST | $123K |
NEWTNEWTEKONE INC | $123K |
FXZFIRST TR EXCHANGE TRADED FD | $121K |
VONVVANGUARD SCOTTSDALE FDS | $121K |
W3UWESTERN UN CO | $121K |
PBWINVESCO EXCHANGE TRADED FD T | $119K |
PPAINVESCO EXCHANGE TRADED FD T | $119K |
MINTPIMCO ETF TR | $117K |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $117K |
BB3BROOKLINE BANCORP INC DEL | $117K |
SCHPSCHWAB STRATEGIC TR | $116K |
DXJWISDOMTREE TR | $114K |
XEVGXEATON VANCE SHORT DURATION D | $114K |
FELGFIDELITY COVINGTON TRUST | $113K |