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 |
|---|---|
DONSPDR DOW JONES INDL AVERAGE | $6.0M |
PAYXPAYCHEX INC | $5.9M |
BNDVANGUARD BD INDEX FDS | $5.8M |
USMVISHARES TR | $5.8M |
SBUXSTARBUCKS CORP | $5.7M |
CATCATERPILLAR INC | $5.7M |
BILSSPDR SER TR | $5.7M |
DHRDANAHER CORPORATION | $5.6M |
BSCPINVESCO EXCH TRD SLF IDX FD | $5.6M |
DFEMDIMENSIONAL ETF TRUST | $5.6M |
SMHVANECK ETF TRUST | $5.6M |
FLGBFRANKLIN TEMPLETON ETF TR | $5.5M |
JMSTJ P MORGAN EXCHANGE TRADED F | $5.5M |
INDAISHARES TR | $5.5M |
BSCQINVESCO EXCH TRD SLF IDX FD | $5.5M |
TAT&T INC | $5.4M |
COPCONOCOPHILLIPS | $5.4M |
SCHDSCHWAB STRATEGIC TR | $5.3M |
SDYSPDR SER TR | $5.1M |
KLACKLA CORP | $5.1M |
INTUINTUIT | $5.0M |
CRWDCROWDSTRIKE HLDGS INC | $5.0M |
IBDQISHARES TR | $5.0M |
DOVDOVER CORP | $4.9M |
IWSISHARES TR | $4.8M |
BSCRINVESCO EXCH TRD SLF IDX FD | $4.8M |
GEGE AEROSPACE | $4.8M |
RSPINVESCO EXCHANGE TRADED FD T | $4.7M |
IJKISHARES TR | $4.6M |
CBCHUBB LIMITED | $4.6M |
CSXCSX CORP | $4.6M |
IWVISHARES TR | $4.5M |
UBERUBER TECHNOLOGIES INC | $4.5M |
ANETARISTA NETWORKS INC | $4.5M |
MOALTRIA GROUP INC | $4.5M |
APDAIR PRODS & CHEMS INC | $4.4M |
USBUS BANCORP DEL | $4.4M |
ACWIISHARES TR | $4.4M |
EOGEOG RES INC | $4.3M |
TRVCCITIGROUP INC | $4.3M |
KMIKINDER MORGAN INC DEL | $4.2M |
CLCOLGATE PALMOLIVE CO | $4.2M |
IBDTISHARES TR | $4.2M |
SPIBSPDR SER TR | $4.2M |
OBDCBLUE OWL CAPITAL CORPORATION | $4.1M |
VFVAVANGUARD WELLINGTON FD | $4.1M |
VVVANGUARD INDEX FDS | $4.1M |
GDGENERAL DYNAMICS CORP | $4.1M |
DLNWISDOMTREE TR | $4.1M |
BOCBOSTON OMAHA CORP | $4.0M |
EWJISHARES INC | $4.0M |
IJSISHARES TR | $3.9M |
DWDMORGAN STANLEY | $3.9M |
XLUSELECT SECTOR SPDR TR | $3.8M |
TSCOTRACTOR SUPPLY CO | $3.8M |
SCHVSCHWAB STRATEGIC TR | $3.8M |
BDXBECTON DICKINSON & CO | $3.8M |
IVOOVANGUARD ADMIRAL FDS INC | $3.8M |
IBHFISHARES TR | $3.7M |
ARESARES MANAGEMENT CORPORATION | $3.7M |
GSGOLDMAN SACHS GROUP INC | $3.7M |
PDPINVESCO EXCHANGE TRADED FD T | $3.7M |
MMM3M CO | $3.6M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $3.6M |
BSXBOSTON SCIENTIFIC CORP | $3.6M |
IBDRISHARES TR | $3.6M |
VIOOVANGUARD ADMIRAL FDS INC | $3.5M |
DUKDUKE ENERGY CORP NEW | $3.5M |
DFUSDIMENSIONAL ETF TRUST | $3.5M |
ECLECOLAB INC | $3.5M |
AVEMAMERICAN CENTY ETF TR | $3.5M |
IUSVISHARES TR | $3.5M |
BABOEING CO | $3.4M |
FISVFISERV INC | $3.4M |
PLDPROLOGIS INC. | $3.4M |
UPSUNITED PARCEL SERVICE INC | $3.4M |
ITOTISHARES TR | $3.3M |
BMYBRISTOL-MYERS SQUIBB CO | $3.3M |
LINLINDE PLC | $3.3M |
NVONOVO-NORDISK A S | $3.3M |
IWRISHARES TR | $3.2M |
BXBLACKSTONE INC | $3.2M |
IMCVISHARES TR | $3.2M |
CITHE CIGNA GROUP | $3.2M |
QUALISHARES TR | $3.2M |
SCHASCHWAB STRATEGIC TR | $3.1M |
TYTRI CONTL CORP | $3.1M |
MRVLMARVELL TECHNOLOGY INC | $3.1M |
IYY*ISHARES TR | $3.1M |
LRCXLAM RESEARCH CORP | $3.1M |
GILDGILEAD SCIENCES INC | $3.1M |
MDTMEDTRONIC PLC | $3.1M |
GSEWGOLDMAN SACHS ETF TR | $3.1M |
TMUST-MOBILE US INC | $3.1M |
STLDSTEEL DYNAMICS INC | $3.0M |
MPCMARATHON PETE CORP | $3.0M |
SPYDSPDR SER TR | $3.0M |
IBDSISHARES TR | $3.0M |
SCHWSCHWAB CHARLES CORP | $3.0M |
AQLTISHARES TR | $3.0M |